20251118-东证期货-重点集装箱港口及关键枢纽监测_12页_1mb

报告摘要

Summary of Container Port Monitoring Report (2025-11-18)

Key Findings: This port monitoring report highlights congestion levels and operational efficiency at major global container ports. Data shows improvements in many regions, but ongoing risks persist.
Asia: Asian ports, including Yangshan, Ningbo, and Singapore, demonstrate reduced congestion with average turnaround times near historical lows. For instance, Yangshan and Ningbo have turnaround times of ~1.0 days, indicating better flow. Southeast Asian ports like Singapore and Busan show congestion easing compared to previous months, with average in-port times at 1.2 days and 1.1 days respectively.
Europe: European ports face lingering issues from strikes. Rotterdam and Antwerp have higher congestion, with average in-port times around 1.8 days and 1.7 days, partly due to Belgium's strike risks and Hamburg's rail closures. Times are down year-on-year but still elevated compared to normal levels.
North America: North American ports generally show improvement, with many operating efficiently. Los Angeles and Long Beach have high but stabilizing congestion, while Eastern ports like New York and Savannah are better managed. No major disruptions reported, but some delays noted.
Overall Trends: Global port congestion is improving, with Asia leading the recovery. However, geopolitical risks and labor issues remain potential threats. Year-over-year comparisons show reductions in wait times, reflecting better operational efficiency.
Risk Factors: Mentioned risks include geopolitical events and strikes, which could impact port operations. Disclaimers note data reliability and client responsibility.