国际集装箱运输市场:继续回升  

International Container Shipping Market Overview:Keep Rebounding

作　　者：郭晓毅 

机构地区：[1]中远海运研咨中心

出　　处：《中国远洋海运》2025年第1期20-20,22,共2页Maritime China

摘　　要：2024年12月,集运市场继续回升。需求方面,据CTS统计,2024年1至10月,全球集装箱海运量同比增长6.2%。其中,亚欧线去程方向增长7.8%,跨太平洋线去程方向增长14.4%。全球生产和消费总体继续改善。生产方面,2024年11月JP Morgan全球制造业PMI为50,环比继续回升0.6个百分点,重回荣枯线;新出口订单指数为48.6,回升0.3个百分点。消费方面,欧元区2024年10月零售销售同比增长1.9%,环比减少1.1个百分点,低于通胀增速2%;美国2024年11月零售销售同比增长3.8%,环比回升0.9个百分点,高于通胀率2.7%。库存方面,美国2024年10月零售库存销售比为1.33,与9月持平。Rates of container shipping kept rebounding in December 2024.Demand According to Container Trades Statistics,global seaborne container volume grew 6.2%YoY in the first ten months of 2024.The trade volume on Asia-Europe outward route grew 7.8%YoY while that on the Trans-Pacific outward route grew 14.4%YoY.Both global production and consumption kept improving in general.From the production end,global PMI as JP Morgan released was 50.0 in November,up 0.6%MoM and back to the threshold between contraction and expansion.New export order index grew 0.3%MoM to 48.6.From the consumption end,retail sales in the Eurozone grew 1.9%YoY,down 1.1%MoM in October,and lower than the inflation rate of 2.0%;Retail sales in the U.S.grew 3.8%YoY in November,up 0.9%MoM,higher than the inflation rate of 2.7%.As for inventory,retail inventory to sales ratio of the U.S.was 1.33 in October,on par with that in September.

关 键 词：欧元区 通胀率 环比 去程 集装箱海运 生产和消费 零售 跨太平洋 

分 类 号：F42[经济管理—产业经济]