最航運|5月美線貨代排名!市場分析展望!

1/ 我是最航運丹尼斯,如昨推送的最航運全網首發 2024-06-05  最航運 | 美線最新貨量年月雙增!疊加關稅搶運勢必繼續火爆!2024年5月,美國從中國大陸進口的集裝箱數量顯著增長,同比和環比均呈現雙位數增長。5月初步資料顯示達到1,024,322標準箱(TEU),環比4月大增17.06%,重返100萬標準箱的水平。同時,與去年5月相比,增長了10.77%。因此,無論你是貨主還是貨代,如果你在剛剛過去的5月美線貨量同比增長未達到10%,甚至出現負增長,那麼就需要認真覆盤分析深層原因了。這可能涉及多個方面的問題,例如自身運營或銷售策略是否存在不足,或者客戶結構和需求是否發生了變化。還有可能是其他外部因素的影響。透過深入分析這些潛在問題,找到改進的方向和措施,以更好地適應市場環境,提高業務表現。

2/ 在5月前100位中同比貨量增長相對優秀的是

UPS聯合包裹,寧波港東南,ACETRANS LOGISTICS(我沒查到對應中文公司名,2022年才有資料的美線新玩家),法國達飛旗下CEVA Logistics的Pyramid Lines ,上海澤弘,美國第一大線上傢俱銷售渠道Wayfair公司旗下CASTLEGATE LOGISTICS INC全資子公司中文名快思捷今年剛在上海臨港註冊運營,亞馬遜全球物流,FOUREVER深圳市肆海八荒,OEC海碩,T H I LOGISTICS臺驊,SEAMASTER洋達,Worldwide Logistics環世。

Rank NVOCC SCAC Name May-24 YoY
38 UPOF UPS OCEAN FREIGHT SERVICES INC 3318 26.53%
39 NPSC NINGBO PORT SOUTHEAST LOGISTICS
 GROUP CO LTD
3270 24.98%
37 ALON ACETRANS LOGISTICS LIMITED 3532 24.74%
36 PYMN PYRAMID LINES SINGAPORE PTE LTD 3587 22.73%
43 SZIL SHANGHAI ZEHONG INTERNATIONAL
 LOGISTICS CO LTD
2707 20.04%
44 CGGM CASTLEGATE LOGISTICS INC 2637 18.46%
2 AMZD AMAZON CHINA AMAZON.CN AMAZON
 GLOBAL LOGISTICS CHINA
19238 18.05%
42 FEVM FOUREVER INTERNATIONAL LIMITED 2785 16.40%
3 OERT ORIENT EXPRESS CONTAINER CO LTD 18701 16.24%
24 THGL T H I LOGISTICS CO LTD 5601 15.86%
23 SMMB SEAMASTER LOGISTICS INC 5676 15.36%
41 WWLL WORLDWIDE LOGISTICS CO LTD 2813 15.32%

3/ 插入一段,重申觀點不變,我可以說直到現在,很多人還沒意識到我在去年12月就預判的集運繞航結構常態化的深遠影響。去年我做的影片依然有效!繞航+擁堵+旺季+牛鞭效應。最航運,讓一部分人先看到行業未來!

船公司不可謂不努力,高價租船,近滿速航行,緊急加訂集裝箱以及各種航線船舶運營調整儘量保證核心航線的周班服務,但是系統結構決定系統行為。繞航的直接運力損失疊加間接次生影響因子比如港口的擁堵累積再遇上年度的旺季再佔用吞噬更多運力,運價只有如6月3日的標題所寫進一步推漲。除了更多延誤和空班,貨主貨代們會越來越發現自己的集裝箱被甩多次或者出現在非常規的中轉路線上等待二程三程船的接貨。繞航所致到港到船到箱流量的波動性和額外中轉的複雜性造成集裝箱流通操作各環節資源佔用效率低下的傳導進一步惡化曼延。7月的艙位會更緊缺。馬士基再次釋出空班和延誤,如6月5日遠東亞洲至歐洲服務的運力調整變更,馬士基表示由於亞洲至北歐網路的港口擁堵,導致我們的服務出現了一些延誤,並影響到了AE55航線。
又比如今天釋出的最新美東航線空班

4/ 5月美線NVOCC貨代排名前200強,完整名單見最航運知識星球。

Rank NVOCC SCAC Name May-24 May-23 YoY
1 KFUN KERRY FREIGHT (USA) INC 20398 27616 -26.14%
2 AMZD AMAZON CHINA AMAZON.CN AMAZON GLOBAL LOGISTICS
 CHINA
19238 16296 18.05%
3 OERT ORIENT EXPRESS CONTAINER CO LTD 18701 16088 16.24%
4 CHSL CHRISTAL LINES 15344 14982 2.42%
5 HNLT HONOUR LANE SHIPPING LTD 14798 14524 1.89%
6 EXDO EXPEDITORS INTERNATIONAL OF WASHINGTON INC 13009 14412 -9.74%
7 BANQ BLUE ANCHOR AMERICA LINE (BLUE ANCHOR LINE) 11585 13838 -16.28%
8 HYSL HECNY SHIPPING LIMITED 10271 12096 -15.08%
9 TXSL TAICANG XINTAI INTERNATIONAL SHIPPING AGENCY CO LTD 9545 10913 -12.54%
10 DFDS DSV OCEAN TRANSPORT A/S 9250 9337 -0.92%
11 SFOK SAFROUND LOGISTICS CO LTD 9230 8550 7.96%
12 CHQF CHINA INTERNATIONAL FREIGHT CO LTD 8367 8291 0.92%
13 FLXT FLEXPORT INTERNATIONAL LLC 7676 8165 -5.99%
14 TLKP TRANSLINK SHIPPING INC 6850 7500 -8.67%
15 OSTI ORIENT STAR TRANSPORT INTL LTD 6655 7158 -7.02%
16 UULN US UNITED LOGISTICS (NINGBO) INC 6652 6828 -2.58%
17 CWQG CIMC WETRANS LOGISTICS TECHNOLOGY (HONG KONG)
 COMPANY LIMITED
6535 5747 13.72%
18 MLIL MAXWIDE LOGISTICS INC 6318 5691 11.02%
19 DWCH DEWELL CONTAINER SHIPPING 6284 5591 12.39%
20 SXCO SINPEX CONNECTION LOGISTICS LTD 6167 5435 13.47%
21 PPIL PUDONG PRIME INTL LOGISTICS INC 5894 5271 11.81%
22 DMAL DANMAR LINES LTD 5706 5192 9.91%
23 SMMB SEAMASTER LOGISTICS INC 5676 4920 15.36%
24 THGL T H I LOGISTICS CO LTD 5601 4834 15.86%
25 UASI UPS ASIA GROUP PTE LTD 5251 4786 9.71%
26 CIEC CAS INTERNATIONAL CO LTD 4965 4596 8.02%
27 RSLC RS LOGISTICS LIMITED. 4540 4508 0.72%
28 CTYO CITY OCEAN LOGISTICS CO LTD 4480 4472 0.18%
29 CGLS CASIA GLOBAL LOGISITICS CO LTD 4157 4200 -1.01%
30 GOLA GREAT OCEAN LINE PTE LTD, THE 4003 3994 0.23%
31 SYLC SUZHOU YUN LOGISTICS TECHNOLOGY CO LTD 4002 3871 3.41%
32 COHE COHESION FREIGHT (HK) LIMITED 3800 3820 -0.51%
33 MCLM MCL-MULTI CONTAINER LINE INC 3758 3600 4.38%
34 GFSH GLOBAL FREIGHT SERVICES USA LLC 3607 3494 3.24%
35 ASFN ASF GLOBAL LLC 3592 3228 11.29%
36 PYMN PYRAMID LINES SINGAPORE PTE LTD 3587 2922 22.73%
37 ALON ACETRANS LOGISTICS LIMITED 3532 2831 24.74%
38 UPOF UPS OCEAN FREIGHT SERVICES INC 3318 2622 26.53%
39 NPSC NINGBO PORT SOUTHEAST LOGISTICS GROUP CO LTD 3270 2616 24.98%
40 NXHS NINGBO X-H SUPPLY CHAIN MANAGEMENT CO LTD 2848 2576 10.53%
41 WWLL WORLDWIDE LOGISTICS CO LTD 2813 2440 15.32%
42 FEVM FOUREVER INTERNATIONAL LIMITED 2785 2393 16.40%
43 SZIL SHANGHAI ZEHONG INTERNATIONAL LOGISTICS CO LTD 2707 2255 20.04%
44 CGGM CASTLEGATE LOGISTICS INC 2637 2226 18.46%
45 SNTK SUN TRACK EXPRESS 2548 2217 14.94%
46 NGWI NINGBO GET WIN INTERNATIONAL LOGISTICS CO LTD 2505 2216 13.05%
47 SAKQ SHANGHAI ALL-LINK LOGISTICS CO LTD 2476 2207 12.22%
48 CHIA CHINATRANS INTERNATIONAL LIMITED 2451 2206 11.09%
49 NCZL NEW CHAIN LOGISTICS CO LIMITED 2371 2183 8.63%
50 BKGA BARKLAYS LOGISTICS CO LTD 2325 2181 6.58%
51 FSIH FOREST SHIPPING WORLDWIDE LIMTED 2288 2146 6.61%
52 KYSI KAIYUAN SHIPPING CO LTD 2201 2092 5.22%
53 SVIV SHANGHAI EVEREST INTERNATIONAL LOGISTICS CO LTD 2091 2090 0.05%
54 FTNV FEDEX TRADE NETWORKS TRANSPORT & BROKERAGE INC 2006 2024 -0.89%
55 SHNL SHINE INTERNATIONAL TRANSPORTATION (HONG KONG)
 LIMITED
1981 1955 1.30%
56 BOPT BDP TRANSPORT, INC 1972 1910 3.28%
57 BWLE BLUE WORLD LINE 1957 1899 3.07%
58 MIGC MASTER INTERNATIONAL LOGISTICS (CHINA) CO LTD 1892 1864 1.49%
59 PLKQ PACIFIC LINK INTL FREIGHT FORWARDING CO LTD 1885 1797 4.87%
60 SNYL SUNNY LINE 1867 1764 5.83%
61 SABC STAR ASIA INTERNATIONAL INC 1850 1721 7.52%
62 PSEA PACIFIC STAR EXPRESS (CHINA) CO LTD 1823 1690 7.86%
63 GSDR GUANGDONG SEA-DREAMS LOGISTICS TECHNOLOGY CO LTD 1812 1679 7.95%
64 GOAG GLOBAL OCEAN AGENCY LINES LLC 1794 1677 6.99%
65 KWEO KINTETSU WORLD EXPRESS INC 1751 1668 5.00%
66 PVID PENAVICO INTERNATIONAL LOGISTICS CO LTD 1743 1641 6.23%
67 GUGW GUANGDONG MANBIN LOGISTICS SUPPLY CHAIN CO LTD 1667 1640 1.68%
68 AIGB AIR TIGER LOGISTICS (HK) LIMITED 1660 1617 2.68%
69 NIOG NINGBO OURAN SUPPLY CHAIN MANAGEMENT CO LTD 1631 1595 2.26%
70 WSJO WYD (SHA) SUPPLY CHAIN MANAGEMENT CO LTD 1605 1587 1.14%
71 NQIC NINGBO QICHEN INTERNATIONAL LOGISTICS CO LTD 1601 1579 1.38%
72 SCQH SCANWELL CONTAINER LINE LTD 1577 1558 1.22%
73 MFGT MAINFREIGHT INC 1552 1545 0.43%
74 MOSJ MULTIMODAL OCEAN SERVICES COMPANY INTERNATIONAL
 LIMITED
1536 1534 0.13%
75 ZDSM ZHEJIANG DONGLIXIN SUPPLY CHAIN MANAGEMENT CO LTD 1517 1500 1.16%
76 OOCO OOCL LOGISTICS LINE LIMITED 1491 1484 0.48%
77 CNIH CHINAARTS INTERTRANS (SHANGHAI) CO LTD 1482 1478 0.23%
78 STND SINOTRANS LIMITED 1462 1468 -0.38%
79 RWRD ROUND-THE-WORLD LOGISTICS (USA) CORP 1445 1402 3.10%
80 UNQL UNIQUE LOGISTICS INTERNATIONAL (H K) LTD 1436 1400 2.55%
81 AWFD ALL-WAYS FORWARDING INTERNATIONAL INC 1370 1383 -0.96%
82 OBLM OCEAN BRIDGE LOGISTICS CO LIMITED 1368 1381 -0.99%
83 EMLT EM-LINES LIMITED 1363 1334 2.16%
84 ZAIM ZHEJIANG ALBATROSS INTERNATIONAL TRANSPORTATION CO
 LTD
1353 1287 5.13%
85 LUFR LAUFER GROUP INTERNATIONAL LTD 1341 1267 5.83%
86 BGPL BRILLIANT GROUP LOGISTICS CORP 1325 1261 5.05%
87 NKIL NINGBO KINGDOM INTERNATIONAL LOGISTICS CO LTD 1278 1245 2.67%
88 SPNP SHENZHEN PACIFIC-NET 1244 1233 0.85%
89 DWSH DALIAN WANLIAN SUPPLY CHAIN MANAGEMENT CO LTD 1210 1230 -1.64%
90 SKEM SHENZHEN KOK E COMMERCE LOGISTICS CO LTD 1194 1209 -1.20%
91 RDIH RONGHANG (DONGGUAN) INTERNATIONAL FREIGHT
 FORWARDING CO LTD
1183 1192 -0.74%
92 MLCW MCLEAN CARGO SPECIALISTS (DIVISION OF CRANE
 WORLDWIDE LOGISTICS LLC)
1171 1183 -1.01%
93 CCLL CARGO CONTAINER LINE LIMITED 1142 1178 -3.05%
94 YJIF YIWU JUYI INTERNATIONAL FREIGHT FORWARDING CO LTD 1118 1116 0.22%
95 TQPI TOPASIA INTERNATIONAL LOGISTICS CO LIMITED 1082 1109 -2.41%
96 WWOL WORLDWIDE LOGISTICS LTD (WORLDWIDE OCEAN LINE
 WORLDWIDE LOGISTICS (USA))
1077 1104 -2.45%
97 EFLR EFL CONTAINER LINES LLC 1067 1089 -1.97%
98 PLGJ PATSON LOGISTICS LIMITED 1064 1072 -0.78%
99 JHJT JHJ INTERNATIONAL TRANSPORTATION CO LTD 1045 1069 -2.24%
100 CITV CTS INTERNATIONAL LOGISTICS CORPORATION LIMITED 1033 1068 -3.29%
101 SGLS SGL EXPRESS LINE 1016 1064 -4.51%
102 SDBJ SAVINO DEL BENE USA INC 1007 1048 -3.98%
103 TSVC TRANS SERVICE LINE 984 1021 -3.61%
104 NWTQ NINGBO WHOL TAC SUPPLY CHAIN CO LTD 968 1017 -4.82%
105 YASV YUSEN LOGISTICS (AMERICAS) INC 962 978 -1.62%
106 SJKH SUPER LINKING LOGISTICS CO LTD 956 973 -1.74%
107 LUCN LONGSAIL USA CORPORATION 952 962 -1.12%
108 BVLV BON VOYAGE LOGISTICS INC 945 962 -1.79%
109 QZID QINGDAO ZHONGFU INT'L LOGISTICS COM LTD 945 953 -0.86%
110 FSGT FOUR SEASON LOGISTICS CORPORATION 927 947 -2.14%
111 MXYM MATRIX SUPPLY CHAIN MANAGEMENT (SHANGHAI) CO LTD 918 945 -2.86%
112 AIWL AIT WORLDWIDE LOGISTICS INC 892 943 -5.37%
113 UPSP UNIPAC SHIPPING INC 891 921 -3.23%
114 GHSE GREAT HILL SUPPLY CHAIN TECHNOLOGY (NINGBO) CO LTD 853 910 -6.27%
115 SMCM SHENZHEN MEGA INTERNATIONAL CO LTD 851 909 -6.43%
116 AEAS AMERICANA EXPRESS (SHANDONG) CO LTD 840 908 -7.53%
117 USCK US PACIFIC TRANSPORT INC 839 908 -7.58%
118 DISO DELTRANS INTERNATIONAL SHIPPING CORPORATION 829 901 -7.93%
119 ELNV EUMEX LINE NINGBO LIMITED 820 881 -6.88%
120 QEML SEKO CONTAINER LINES PTE. LTD. 802 873 -8.12%
121 ZTIL ZHEJIANG TONY INTERNATIONAL LOGISTICS CO LTD 788 846 -6.94%
122 PGCV PROSHIPPING GROUP CORP 778 842 -7.58%
123 HDWC HEADWIN LOGISTICS CO LTD 772 829 -6.86%
124 PUSJ PELORUS SHIPPING LINE LIMITED 766 824 -6.95%
125 FGFQ FULLTRANS GLOBAL LINES 762 823 -7.31%
126 WECS WYNN EXPRESS CORP 756 788 -4.09%
127 RLUS ROHLIG USA LLC 751 772 -2.69%
128 BLME BLUE LOTUS OCEAN LINE LIMITED 743 765 -2.87%
129 SDZH SHANGHAI LEAD TRANS INTL LOGISTICS CO LTD 739 756 -2.26%
130 TSIJ TOP SEALAND INTERNATIONAL CO LTD 734 738 -0.56%
131 DLHT DT LOGISTICS (HK) LTD 708 737 -3.98%
132 TGFH TOLL GLOBAL FORWARDING (HONG KONG) LIMITED 705 729 -3.32%
133 GLVV GREAT LINK LOGISTICS CO LTD 703 703 -0.04%
134 ANWM AMERICAN NEW LOGISTICS SERVICE CO LTD 690 695 -0.78%
135 ILCD INTERFREIGHT LOGISTICS CO LTD 686 694 -1.18%
136 EBLA EURYBIA LOGISTICS INC 684 693 -1.26%
137 KSHV KING SHIPPING COMPANY 680 687 -1.05%
138 RRKK RITIME GROUP INC 674 663 1.76%
139 EQAC EIPI QINGDAO SUPPLY CHAIN MANAGEMENT CO LIMITED 665 653 1.77%
140 SQHN SHANGHAI SHANGHONG SUPPLY CHAIN MANAGEMENT CO LTD 665 645 2.98%
141 GBOR GLOBAL TRANSPORTATION CORPORATION 660 634 4.13%
142 PACJ P A C OCEAN LINES 652 621 5.16%
143 DSVF DSV OCEAN TRANSPORT 640 617 3.70%
144 SMLY SHENZHEN MIRAGE LOGISTICS  LIMITED 634 605 4.75%
145 SUWB SUNPOWER LOGISTICS SDN BHD 632 604 4.81%
146 SYGO SKY G LOGISTICS LIMITED 627 596 5.17%
147 MIQO MIQ LOGISTICS 624 595 4.89%
148 SBYE SHANGHAI BA-SHI YUEXIN LOGISTICS DEVELOPMENT CO LTD 623 590 5.70%
149 ONPL OCEAN NAVIGATOR EXPRESS LINE 622 582 6.86%
150 ECUW ECU WORLDWIDE 620 579 6.95%
151 SUSS SHENZHEN POWER WORLD LINK LOGISTICS CO LTD 613 566 8.26%
152 ABFB ARC BEST INTERNATIONAL INC 610 563 8.42%
153 QYLG QINGDAO YARAN LOGISTICS CO LTD 608 563 8.02%
154 TTOG TT OCEAN LOGISTICS LLC 607 551 10.06%
155 ZHJL ZHEJIANG TRANSEAGO LOGISTICS CO LTD 605 544 11.21%
156 OIAG OIA GLOBAL LOGISTICS 594 532 11.57%
157 TLDM TIANSHI LOGISTICS CO LIMITED 590 528 11.90%
158 ASWW AIR SEA WORLDWIDE LOGISTICS LTD 586 527 11.33%
159 SZQE SHANGHAI MAGICAL LOGISTICS CO LTD 584 526 11.11%
160 WMID WE-MAY INT'L LOGISTICS CO LTD 583 514 13.34%
161 NAQA NACA (VANGUARD LOGISTICS SERVICES) 581 512 13.55%
162 ASTI AIR SEA TRANSPORT INC 577 511 12.91%
163 SXYH SHANGHAI UNICORN NET-TECH INC 575 510 12.76%
164 UWLD UWL INC 571 509 12.20%
165 VIFC VITA INTERNATIONAL FREIGHT CO LTD 570 505 12.86%
166 WECD WEIDA FREIGHT SYSTEM CO LTD 558 502 11.04%
167 ITGB INTERGLOBO NORTH AMERICA INC 549 498 10.29%
168 EWLG EAST-WEST LOGISTICS INC 546 497 9.95%
169 YKSE YIWU KEMING SUPPLY CHAIN MANAGEMENT CO LTD 541 496 9.02%
170 SQFN SHIFL INC 539 495 8.94%
171 SEMD SEA-MAID INTERNATIONAL TRANSPORTATION AGENCY CO LTD 531 494 7.50%
172 GBII GOLDEN BRIDGE INTERNATIONAL INC 530 491 8.03%
173 STIW SEA TRADE INTERNATIONAL INC 528 489 7.97%
174 DILH DELE INTERNATIONAL LOGISTICS CO LTD 517 489 5.67%
175 WLSI WHALE LOGISTICS (SHANGHAI) COMPANY LIMITED 515 482 6.93%
176 TXSV TPL (XIAMEN) SUPPLY CHAIN MANAGEMENT CO LTD 510 469 8.93%
177 QAAW ASIA DRAGON INTERNATIONAL LOGISTICS CO LTD 508 466 8.85%
178 NIUK NIUKU (SHENZHEN) INTERNATIONAL LOGISTICS LIMITED 498 460 8.26%
179 YESL YES LOGISTICS CORP 498 460 8.15%
180 SHPT SHIPCO TRANSPORT INC 497 459 8.34%
181 ZYIA ZHEJIANG YINGHE INTERNATIONAL LOGISTICS CO LTD 494 458 7.71%
182 KWLD KINGWOOD LOGISTICS LTD 493 458 7.77%
183 PEVH PORTEVER SHIPPING LTD 492 442 11.17%
184 SMWJ SHANGHAI MILKYWAY CHEMICAL LOGISTICS CO LTD 490 441 10.92%
185 NHSO NINGBO HENTON SUPPLY CHAIN MANAGEMENT CO LTD 489 439 11.37%
186 ZHEK ZHEJIANG USEND SUPPLY CHAIN MANAGEMENT CO LTD 485 438 10.68%
187 MTOD MINT TRANSPORTS CO LTD 483 435 10.89%
188 DNCY DYNAMIC NETWORK CONTAINER LINE LTD 481 430 11.93%
189 OJIF OCEAN-JACKSON INTERNATIONAL LOGISTICS (SHANGHAI) CO
 LTD
475 427 11.23%
190 PGBG PIONEER GLOBAL LOGISTICS INC 469 426 10.13%
191 ZIFF ZOBN INTERNATIONAL FREIGHT FORWARDERS LTD 463 424 9.26%
192 CHKM CHARTER LINK LOGISTICS LIMITED 462 421 9.51%
193 SXTS SHENZHEN XINHE INTERNATIONAL LOGISTICS CO LTD 457 421 8.56%
194 TQFN TRANSFORMERS NETWORK INC 455 419 8.76%
195 SNCR SHINE SUPPLY CHAIN CO LTD 453 418 8.48%
196 PNVO PENAVICO 452 416 8.49%
197 SZLO SHENZHEN ZBAO LOGISTICS CO LTD 452 414 9.16%
198 ELGD ELG LOGISTIC 446 408 9.19%
199 OATJ ORIENTAL AIR TRANSPORT SERVICE INC 446 395 12.83%
200 AMIG AMASS INTERNATIONAL GROUP INC 443 392 13.03%

今天到此


明天再見


最航運,讓一部分人先看到行業未來!


我的微信 forclear


歡迎航運物流產業鏈的公司廣告合作,也歡迎諮詢個人業務包括深造學習健康保障、養老年金方案等的私人定製。


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