1, Port container throughput grew slightly, and the rent increase in the ship chartering market slowed down.

①In July 2025, the operation of China's major ports was stable, and the container throughput increased slightly compared to the same period last year. According to statistics, the national ports completed a container throughput of 29.96 million TEU in July, an increase of 3.0% compared to the same period last year. Among them, the coastal ports completed a container throughput of 26.44 million TEU, an increase of 3.1% compared to the same period last year; the inland ports completed a container throughput of 3.51 million TEU, an increase of 2.0% compared to the same period last year.

②The container charter market continues to grow, but the upward trend has slowed down. According to Clarkson's statistics, in August, the charter rates for 1000TEU, 2750TEU, 6500TEU, and 9000TEU ships increased by 0.4%, 0.4%, 0.9%, and 1.5% respectively compared to the previous month.

2, The European and Mediterranean market continues to adjust.

The European and Mediterranean route, this month, the transport demand is basically stable, the European and Mediterranean route is mainly adjusted, and the spot market booking price continues to decline this month. In August, the average value of the China-Europe and China-Mediterranean route freight index was 1764.51 points and 1936.97 points, respectively, an increase of 0.7% and a decrease of 10.8% compared to the previous month; The average value of the Shanghai Port export basic port market freight rate to Europe and the Mediterranean, reflecting the spot market, was $1796/TEU and $2260/TEU, respectively, a decrease of 14.2% and 13.8% compared to the previous month.

3, North American freight rates continue to fall

The North American route. According to the data released by the Institute for Supply Management of the United States, the US manufacturing PMI fell to 48 in July, the fastest rate of contraction in the past nine months. In addition, the year-on-year increase in the US PPI in July increased significantly to 3.3%, far exceeding market expectations, reaching the highest level since February this year. This month, the demand for transportation has been lackluster, and the supply and demand fundamentals lack support, leading to a continuous decline in market freight rates. Until the end of the month, there are signs of stabilization in the spot market booking price. In August, the average value of the China export to the US West Coast and East Coast route freight rate index was 820.26 points and 995.40 points, respectively, a decrease of 16.6% and 20.2% compared to the previous month's average; the average value of the Shanghai Port export to the US West Coast and East Coast basic port market freight rate in the spot market was $1834/FEU and $2823/FEU, respectively, a decrease of 13.6% and 26.1% compared to the previous month.

4, The market in PERSIAN GULF/RED SEA is high and falling

The Red Sea route, after shaking off the impact of geopolitical factors, has become stable, with relatively stable transport demand and market freight rates gradually falling from the high point. In August, the average value of the China-Red Sea route freight index was 1126.15 points, a decrease of 25.6% from the previous month.

5, Australia-New Zealand maintains the upward trend

The Australia-New Zealand route has seen a steady improvement in transport demand, and market freight rates have continued to rise. In August, the average value of the China-Australia/New Zealand route freight rate index was 1053.27 points, up 11.7% from the previous month's average.

6, Japan freight rates decline slightly

Japan routes, transport demand is basically stable, market freight rates are slightly down. In August, the average value of the China export to Japan route freight rate index was 941.91 points, a slight decrease of 0.8% compared to the previous month's average.

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