Raws li cov ntaub ntawv tshiab los ntawm Ministry of Transport, lub teb chaws chaw nres nkoj thauj khoom los ntawm Lub Ib Hlis Ntuj txog Lub Tsib Hlis 2026 yog 7.508 billion tons, ib xyoos -ntawm - xyoo nce ntawm 2.2%; Lub thawv ntim tau yog 150 lab TEUs, ib xyoos - ntawm - xyoo nce ntawm 6.3%.
Cov ntaub ntawv luam tawm txawv teb chaws yog daim npav trump rau qhov kev loj hlob puag ncig no. Hauv thawj tsib lub hlis, Tuam Tshoj tus nqi xa tawm thiab xa tawm tag nrho ntawm cov khoom lag luam yog 20.68 trillion yuan, ib xyoos - ntawm - xyoo nce ntawm 15.3%, nrog rau kev xa tawm los ntawm 20.5% thiab xa tawm nce 11.8%. Kev xa tawm ntawm cov khoom lag luam txawv teb chaws yog 2.363 billion tons, ib xyoos - ntawm- xyoo nce ntawm 4.4%.
Thawv yog qhov tseem ceeb tshaj plaws, nrog Shenzhen Port ua tus nqi loj hlob
Nyob rau hauv thawj tsib lub hlis, lub teb chaws lub thawv ntim tau nce 6.3% xyoo-rau- xyoo, sai dua li qhov kev loj hlob ntawm tag nrho cov khoom thauj.
Sab saum toj rau qhov chaw nres nkoj yog tag nrho cov kev loj hlob zoo:
Shenzhen Chaw nres nkoj ua rau 6 qhov chaw nres nkoj loj nrog kev loj hlob ntawm 7.7%, khov kho thib peb hauv lub teb chaws cov khoom ntim. Kev faib ua feem ntawm cov thawv ntim khoom txawv teb chaws hauv Shenzhen Chaw nres nkoj yog siab li 91.5%, thiab qhov chaw ntawm cov khoom yog concentrated hauv 3C electronics, electromechanical khoom, khoom siv hauv tsev txhua hnub, thiab hla - ciam teb e- cov khoom lag luam.
Raws li lub teb chaws TOP20 daim ntawv teev npe, tsib qhov chaw nres nkoj suav nrog Yangpu Chaw nres nkoj thiab Nanjing Chaw nres nkoj tau ua tiav kev loj hlob ntawm ntau dua 10%, tab sis rau lub chaw nres nkoj kuj tau ntsib kev loj hlob tsis zoo, nrog Dalian Chaw nres nkoj ntsib qhov poob qis tshaj plaws thiab pom tseeb qhov sib txawv hauv cov qauv chaw nres nkoj.
Lub thawv ntim ntawm Ningbo Zhoushan Chaw nres nkoj yog 19.03 lab TEUs, ib xyoos -ntawm - xyoo nce ntawm 6.9%. Qingdao Chaw nres nkoj muaj 14.56 lab TEUs, ib xyoos - ntawm - xyoo nce ntawm 7.5%. Tianjin Chaw nres nkoj muaj 10.66 lab TEUs, ib xyoos -ntawm-xyoo nce ntawm 7.3%.
Cov khoom lag luam: thee poob, roj poob, ntxhia thiab grain stability
Cov thawv ntim tau nce, tab sis qhov xwm txheej txawv rau cov khoom muag.
Coal: Cov khoom xa tuaj ntawm 182.63 lab tons hauv thawj tsib lub hlis, ib xyoos -ntawm - xyoo poob ntawm 3.2%. Kev lag luam tawm txawv teb chaws tsuas yog 57.3 lab tons, txo qis ntawm 16.5%.
Cov roj Crude: Cov roj crude sib sau los ntawm cov chaw nres nkoj loj hauv thawj tsib lub hlis yog 177.76 lab tons, ib xyoos -rau- xyoo txo ntawm 5.9%; Kev lag luam tawm txawv teb chaws cov roj av dhau los yog 138.16 lab tons, txo qis ntawm 9.5%.
Hlau ore: Hauv thawj tsib lub hlis, tag nrho cov khoom xa tuaj yog 516.26 lab tons, nce 6.3%; Qhov chaw nres nkoj hlau ore throughput yog 781.35 lab tons, nce 4.7%; Kev xa tawm ntawm kev lag luam txawv teb chaws hlau ore yog 515.51 lab tons, nce 3.5%.
Nplej: Hauv thawj tsib lub hlis, tag nrho cov khoom xa tuaj yog 53.73 lab tons, nce 11.1%.
Kev faib tawm tsis sib xws ntawm cov khoom kub thiab txias qhia txog kev hloov pauv hauv kev xav tau thoob plaws cov kev lag luam sib txawv, nrog cov thee txo qis, roj txo, thiab cov ntxhia thiab cov nplej stabilizing.
Ob peb noteworthy signals
Cov ntaub ntawv no taw qhia rau ntau cov lus qhia rau freight forwarders:
Cov thawv ntim khoom yog tus tsav tsheb loj ntawm kev loj hlob, thiab cov qauv no tseem txuas ntxiv mus
Kev xa tawm ntawm cov thawv ntim khoom lag luam txawv teb chaws tau nce 10.4% xyoo-rau- xyoo, sai dua li qhov kev loj hlob tag nrho. Lub sijhawm xa tawm ntawm hla- ciam teb e- kev lag luam thiab cov khoom siv hluav taws xob tseem raug tso tawm. Yog tias koj muaj cov neeg siv khoom hauv cov khoom sib xws, peb tuaj yeem hais tias lawv txuas ntxiv xa mus rau qhov qub.
Qhov kev thov rau cov khoom lag luam ntau yog sib txawv, thiab lub tsev kaw ntom ntom ntawm cov kev sib txuas sib txawv
Crude roj ntshuam tau txo los ntawm ze li ntawm 10%, qhia ib tug contraction ntawm kev thov rau cov roj tankers thiab VLCCs; Qhov nce ntawm kev xa khoom ntawm cov hlau ore thiab cov nplej sib raug rau qhov kev xav tau ruaj khov rau kev thauj khoom loj. Raws li tus freight forwarder rau qhuav bulk cargo, pricing tswv yim yuav txawv raws li hom ntawm cov khoom thaum quoting.
Lub 'kev lag luam txawv teb chaws dependence' ntawm Shenzhen Chaw nres nkoj yog tsim nyog sau cia
Qhov kev faib ua feem ntawm cov thawv ntim khoom txawv teb chaws yog 91.5%, uas txhais tau hais tias Shenzhen Chaw nres nkoj yog qhov nkag siab zoo rau kev lag luam thoob ntiaj teb. Yog tias muaj kev hloov pauv ntawm qhov kev thov los ntawm Tebchaws Europe thiab Amelikas nyob rau ib nrab xyoo, cov ntaub ntawv dhau los ntawm Shenzhen Chaw nres nkoj yuav yog ib qho ntawm thawj cov cim qhia tau xav txog. Los ntawm kev khaws cov ntaub ntawv txhua hli los ntawm Shenzhen Chaw nres nkoj, ib tus tuaj yeem cia siab tias qhov kev hloov pauv hauv US cov khoom ntim ua ntej.
Qhov sib txawv ntawm qhov chaw nres nkoj layout yog intensifying
Cov "cov nees tsaus" xws li Yangpu Chaw nres nkoj thiab Nanjing Chaw nres nkoj tau loj hlob sai, thaum qee qhov chaw nres nkoj loj loj tau poob qis. Thaum npaj kev thauj mus los, cov neeg xa khoom thauj khoom yuav tsum tsis txhob tsom mus rau cov chaw nres nkoj tsim. Kev pabcuam xa ncaj qha thiab lub sijhawm xa khoom los ntawm qee qhov chaw nres nkoj tawm tuaj yeem dhau los ua kev sib tw.
7.5 billion tons ntawm cov khoom thiab 150 lab TEUs, daim ntawv qhia kev ua tau zoo ntawm Suav ports nyob rau hauv thawj tsib lub hlis, nrog ib tug keeb kwm yav dhau xim ntawm "ruaj khov". Qhov kev loj hlob ntawm 6.3% ntawm cov ntim khoom yog qhov tseem ceeb tshaj plaws, thaum qhov tsis sib xws ntawm cov khoom kub thiab txias yog qhov kev xav ntawm qhov kev lag luam segmented.
Disclaimer: Cov ntsiab lus yog muab los ntawm pej xeem raws thiab tsuas yog siv rau kev lag luam cov ntaub ntawv siv.
