比去年更强劲！全球海运将迎来“史上最疯狂”一夏

华尔街见闻2021-04-12

在新冠疫情阴影下，美国海运或将迎来最繁忙之夏。这一盛况的背后是：一方面新冠疫情改变了人们的行为方式，人们变得热衷于网购。另外，拜登政府的经济刺激政策和美国冬天持续的隔离政策使得这一状况火上浇油。激增的货运量也推高了价格，波罗的海每日运价指数继续刷新历史高位，本周，美国东海岸的运费首次突破6000美元。最繁忙的海运之夏衡量美国进口20英尺标准集装箱海运预订量的入港海运标准箱货运量指数（...

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2021-04-12
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Global shipping will usher in the \"craziest\" summer in history","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3843a3a38bf5900b0aa8de529bdfe724","symbols_score_info":{},"content_text":"在新冠疫情阴影下，美国海运或将迎来最繁忙之夏。\n这一盛况的背后是：\n一方面新冠疫情改变了人们的行为方式，人们变得热衷于网购。另外，拜登政府的经济刺激政策和美国冬天持续的隔离政策使得这一状况火上浇油。\n激增的货运量也推高了价格，波罗的海每日运价指数继续刷新历史高位，本周，美国东海岸的运费首次突破6000美元。\n最繁忙的海运之夏\n衡量美国进口20英尺标准集装箱海运预订量的入港海运标准箱货运量指数（IOTI）本周或将触及历史新高。\n\n受新冠疫情影响，IOTI将有幸记录自2019年1月以来最繁忙的海运时刻。\n一方面新冠疫情刺激了“宅经济”的迅猛发展，人们变得热衷于网购，这使得托运货运量飙升。另一方面，拜登政府的经济刺激政策和美国冬天持续的隔离政策又使得这一状况雪上加霜。\nIOTI会提前一周显示预订情况，这意味它能衡量未来7天里要离开其始发港口的货物情况。\n数据显示，继1月末出现的增长态势之后，下周的预订量将飙升。\n不过，预订不一定会全部转化为货运量，因为海运供应商有权选择接不接单，这也跟地面货运的情况相似。有意思的是，货车招标量指数（VOTVI）显示，在这种情况下，托运人向其供应商发送垃圾邮件只是为了增加成功几率。\n\n由于集装箱进口量已与地面货运量和运输需求紧密相连，这同时散发出一个信号：美国本土地面运输供应商在今夏将异常活跃。\n分析称，进口预定量是美国地面货运量的领先指标，能够提前反应未来2-4周的地面货运量。\n在去年春季耐用品消费支出复苏快于预期后，商家发现自己库存不足，于是在去年5月开始以创纪录的速度疯狂补库存。\n这也使得卡车载货量激增，拖累陆运时间，海运和陆运的时间差距得以缩小。\n运费上涨\n激增的货运量也推高了价格，波罗的海每日运价指数（Freightos Baltic Daily Indices）继续创下历史新高，该指数是衡量从中国到北美东西海岸海运一个40英尺集装箱现货的平均价格。\n为了绕开拥堵的南加州港口，本周，美国东海岸的运费被推高至首次突破6000美元。\n另外，休斯顿和佐治亚州萨凡纳在过去一个月中都出现了卡车运输量激增，运力收紧至创纪录水平的情况，以上地区的海运招标拒绝率在过去两周中也都创下了历史新高。","kind":"highlight","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":342695159,"gmtCreate":1618207002571,"gmtModify":1704707505988,"author":{"id":"3568885585448254","authorId":"3568885585448254","name":"Yuyi","avatar":"https://static.tigerbbs.com/2c6eeb186816d2dcbffddfa79e1b8f21","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3568885585448254","authorIdStr":"3568885585448254"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342695159","repostId":2126547750,"repostType":4,"repost":{"id":"2126547750","kind":"highlight","pubTimestamp":1618206255,"share":"https://ttm.financial/m/news/2126547750?lang=en_US&edition=fundamental","pubTime":"2021-04-12 13:44","market":"us","language":"zh","title":"Stronger than last year! Global shipping will usher in the \"craziest\" summer in history","url":"https://stock-news.laohu8.com/highlight/detail?id=2126547750","media":"华尔街见闻","summary":"由于集装箱进口量已与地面货运量和运输需求紧密相连，这同时散发出一个信号：美国本土地面运输供应商在今夏也将异常活跃。","content":"<p>In the shadow of COVID-19 pandemic, U.S. shipping may usher in its busiest summer.</p><p>Behind this grand occasion is:</p><p><b>On the one hand, COVID-19 pandemic has changed people's behavior, and people have become keen on online shopping. In addition, the Biden administration's economic stimulus policies and the continued quarantine policies in the United States in winter have added fuel to this situation.</b></p><p>The surge in freight volume has also pushed up prices, with the Baltic Daily Freight Index continuing to set record highs. This week, freight rates on the East Coast of the United States exceeded $6,000 for the first time.</p><p><h2><b>The busiest maritime summer</b></h2>The Inbound Ocean TEU Freight Index (IOTI), which measures U.S. imported 20-foot standard container ocean bookings, may hit a record high this week.</p><p><img src=\"https://static.tigerbbs.com/55be9619c23f84cbb9a292beef5ad165\" tg-width=\"554\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Affected by COVID-19 pandemic, IOTI will have the privilege of recording its busiest ocean moment since January 2019.</p><p><b>On the one hand, COVID-19 pandemic has stimulated the rapid development of the \"stay-at-home economy\", and people have become keen on online shopping, which has caused the consignment volume to soar. On the other hand, the Biden administration's economic stimulus policies and the continued quarantine policies in the United States in winter have made this situation worse.</b></p><p>IOTI displays reservations one week in advance, which means it can measure the cargo leaving its port of origin in the next seven days.</p><p>The data shows that bookings will soar next week, following the growth trend at the end of January.</p><p>However, all reservations may not be converted into freight volume, because ocean freight suppliers have the right to choose whether to accept orders or not, which is similar to the situation of ground freight. Interestingly, the Van Tender Volume Index (VOTVI) shows that in this case, shippers spam their suppliers only to increase the odds of success.</p><p><img src=\"https://static.tigerbbs.com/4eb1ca37fde7ebddad8c6ed2cdc94fca\" tg-width=\"554\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></p><p>As container imports have been closely linked to ground freight volume and transportation demand, it also sends a signal that local ground transportation providers in the United States will be extremely active this summer.</p><p>According to the analysis, the import reservation is a leading indicator of the ground freight volume in the United States, which can reflect the ground freight volume in the next 2-4 weeks in advance.</p><p>After consumer spending on durable goods recovered faster than expected last spring, merchants found themselves short of inventory, so they began restocking at a record speed last May.</p><p>This has also caused truck cargo capacity to surge, dragging down land transportation time, and the time gap between sea transportation and land transportation has been narrowed.</p><p><h2>Freight Rise</h2>Surging freight volumes have also pushed up prices, with the Freightos Baltic Daily Indices, a measure of the average price of a spot 40-foot container shipped by sea from China to the east and west coasts of North America, continuing to hit record highs.</p><p>In order to bypass congested Southern California ports, this week, freight rates on the East Coast of the United States were pushed up to exceed $6,000 for the first time.</p><p>In addition, Houston and Savannah, Georgia, have both seen a surge in trucking volume and tightening capacity to record levels in the past month, and the rejection rate of maritime bids in the above regions has also hit record highs in the past two weeks.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stronger than last year! 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Global shipping will usher in the \"craziest\" summer in history\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-12 13:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the shadow of COVID-19 pandemic, U.S. shipping may usher in its busiest summer.</p><p>Behind this grand occasion is:</p><p><b>On the one hand, COVID-19 pandemic has changed people's behavior, and people have become keen on online shopping. In addition, the Biden administration's economic stimulus policies and the continued quarantine policies in the United States in winter have added fuel to this situation.</b></p><p>The surge in freight volume has also pushed up prices, with the Baltic Daily Freight Index continuing to set record highs. This week, freight rates on the East Coast of the United States exceeded $6,000 for the first time.</p><p><h2><b>The busiest maritime summer</b></h2>The Inbound Ocean TEU Freight Index (IOTI), which measures U.S. imported 20-foot standard container ocean bookings, may hit a record high this week.</p><p><img src=\"https://static.tigerbbs.com/55be9619c23f84cbb9a292beef5ad165\" tg-width=\"554\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Affected by COVID-19 pandemic, IOTI will have the privilege of recording its busiest ocean moment since January 2019.</p><p><b>On the one hand, COVID-19 pandemic has stimulated the rapid development of the \"stay-at-home economy\", and people have become keen on online shopping, which has caused the consignment volume to soar. On the other hand, the Biden administration's economic stimulus policies and the continued quarantine policies in the United States in winter have made this situation worse.</b></p><p>IOTI displays reservations one week in advance, which means it can measure the cargo leaving its port of origin in the next seven days.</p><p>The data shows that bookings will soar next week, following the growth trend at the end of January.</p><p>However, all reservations may not be converted into freight volume, because ocean freight suppliers have the right to choose whether to accept orders or not, which is similar to the situation of ground freight. Interestingly, the Van Tender Volume Index (VOTVI) shows that in this case, shippers spam their suppliers only to increase the odds of success.</p><p><img src=\"https://static.tigerbbs.com/4eb1ca37fde7ebddad8c6ed2cdc94fca\" tg-width=\"554\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></p><p>As container imports have been closely linked to ground freight volume and transportation demand, it also sends a signal that local ground transportation providers in the United States will be extremely active this summer.</p><p>According to the analysis, the import reservation is a leading indicator of the ground freight volume in the United States, which can reflect the ground freight volume in the next 2-4 weeks in advance.</p><p>After consumer spending on durable goods recovered faster than expected last spring, merchants found themselves short of inventory, so they began restocking at a record speed last May.</p><p>This has also caused truck cargo capacity to surge, dragging down land transportation time, and the time gap between sea transportation and land transportation has been narrowed.</p><p><h2>Freight Rise</h2>Surging freight volumes have also pushed up prices, with the Freightos Baltic Daily Indices, a measure of the average price of a spot 40-foot container shipped by sea from China to the east and west coasts of North America, continuing to hit record highs.</p><p>In order to bypass congested Southern California ports, this week, freight rates on the East Coast of the United States were pushed up to exceed $6,000 for the first time.</p><p>In addition, Houston and Savannah, Georgia, have both seen a surge in trucking volume and tightening capacity to record levels in the past month, and the rejection rate of maritime bids in the above regions has also hit record highs in the past two weeks.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3627326\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71e083ef578be0fa6cea421c4a68bb5b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3627326","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126547750","content_text":"在新冠疫情阴影下，美国海运或将迎来最繁忙之夏。\n这一盛况的背后是：\n一方面新冠疫情改变了人们的行为方式，人们变得热衷于网购。另外，拜登政府的经济刺激政策和美国冬天持续的隔离政策使得这一状况火上浇油。\n激增的货运量也推高了价格，波罗的海每日运价指数继续刷新历史高位，本周，美国东海岸的运费首次突破6000美元。\n最繁忙的海运之夏\n衡量美国进口20英尺标准集装箱海运预订量的入港海运标准箱货运量指数（IOTI）本周或将触及历史新高。\n\n受新冠疫情影响，IOTI将有幸记录自2019年1月以来最繁忙的海运时刻。\n一方面新冠疫情刺激了“宅经济”的迅猛发展，人们变得热衷于网购，这使得托运货运量飙升。另一方面，拜登政府的经济刺激政策和美国冬天持续的隔离政策又使得这一状况雪上加霜。\nIOTI会提前一周显示预订情况，这意味它能衡量未来7天里要离开其始发港口的货物情况。\n数据显示，继1月末出现的增长态势之后，下周的预订量将飙升。\n不过，预订不一定会全部转化为货运量，因为海运供应商有权选择接不接单，这也跟地面货运的情况相似。有意思的是，货车招标量指数（VOTVI）显示，在这种情况下，托运人向其供应商发送垃圾邮件只是为了增加成功几率。\n\n由于集装箱进口量已与地面货运量和运输需求紧密相连，这同时散发出一个信号：美国本土地面运输供应商在今夏将异常活跃。\n分析称，进口预定量是美国地面货运量的领先指标，能够提前反应未来2-4周的地面货运量。\n在去年春季耐用品消费支出复苏快于预期后，商家发现自己库存不足，于是在去年5月开始以创纪录的速度疯狂补库存。\n这也使得卡车载货量激增，拖累陆运时间，海运和陆运的时间差距得以缩小。\n运费上涨\n激增的货运量也推高了价格，波罗的海每日运价指数（Freightos Baltic Daily Indices）继续创下历史新高，该指数是衡量从中国到北美东西海岸海运一个40英尺集装箱现货的平均价格。\n为了绕开拥堵的南加州港口，本周，美国东海岸的运费被推高至首次突破6000美元。\n另外，休斯顿和佐治亚州萨凡纳在过去一个月中都出现了卡车运输量激增，运力收紧至创纪录水平的情况，以上地区的海运招标拒绝率在过去两周中也都创下了历史新高。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4013702,"gmtCreate":1618207443370,"gmtModify":1680783721709,"authorId":3579527905061704,"author":{"id":3579527905061704,"idStr":"3579527905061704","authorId":3579527905061704,"name":"Ylychg","avatar":"https://static.tigerbbs.com/44bba94c2f5b09cfa3b014163f59f3ba","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342695159,"type":1,"supId":0,"prevId":0,"content":"港口","text":"港口","html":"港口"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2126547750","isCrawlerRequest":true}