The latest Updates of China-Europe Freight Train (2024.07.01-2024.07.07)

2024年7月，中欧班列运行稳定强劲。中铁哈尔滨局集团有限公司透露: 今年上半年，中欧班列“东通道”满洲里、绥芬河、同江铁路口岸累计通行2899列、运送货物30.4万标箱，同比分别增长5.1%、3.4%，创历史同期新高。

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In July 2024, the China-Europe Railway Express (CHRE) operated steadily and robustly. China Railway Harbin Group Co., Ltd. revealed that in the first half of this year, the "Eastern Corridor" of the CHRE, including Manzhouli, Suifenhe, and Tongjiang , dispatched?a total of 2,899 trains and transported 304,000 TEUs, up 5.1% and 3.4% year-on-year, respectively, setting a new record for the same period in history.

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本周，一趟名为京平综合物流枢纽的中欧班列从北京平谷区发出驶向莫斯科。这趟班列自去年3月发出首班。从7月1日起，将以每月至少1班的频次常态化开行。

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This week, a China-Europe freight train departed from Pinggu District, Beijing, heading for Moscow. This train has been operating since the first train was dispatched in March last year. From July 1st, it will operate at a frequency of at least one train per month on a regular basis.

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7月6日，一满载110标箱的列车从合肥启程，经霍尔果斯口岸，通过铁海联运方式跨越里海和黑海，最终运抵土耳其伊斯坦布尔。继义乌、南京之后，“跨两海”的合肥中欧班列也正式上线。

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On July 6, a train loaded with 110 container departed from Hefei and destined to Istanbul, Türkiye. It will travel through the Caspian Sea and the Black Sea by rail-sea combined transport, which marked the launch of the first China-Europe freight train passing through the "two seas" from Hefei, following Yiwu and Nanjing.

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班列运行情况：

The latest updates of China-Europe freight train

尽管最近两个月来，中欧班列的表现总体积极，但仍面临一些关键挑战。随着运营规模的迅速扩大，边境口岸的通行能力和部分国家的基础设施承载能力达到了临界点，导致了不同程度的货物积压和延误。

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Despite the steady performance of China-Europe freight trains in the past two months, it still faces some key challenges. With the rapid expansion of networks, the capacity of border ports and the rail infrastructure in some countries have reached a critical point, resulting in varying degrees of ?backlog and delay.

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据悉，近半月时间，马拉海关系统出现问题，导致T1文件无法正常签发，在此期间，班列货物可能会在布列斯特-马拉口岸滞留，整体运输时效和到站提箱均可能会受到影响。另据境外代理通知，波兰-德国的部分路段在7月2日至7月4日期间停运检修，从波兰往返杜伊斯堡、汉堡的铁路运力因此受限，该段的运输时效相应增长。

It is reported that for nearly half a month, the system in customs of Malaszewicze has collapsed, resulting in the inability to issue T1 documents normally. During this period, the goods of the trains may be stranded at the Brest-Mala port, and the reloading and pick-up of containers may be greatly affected. According to the official notice , some sections of Poland-Germany will be suspended for maintenance from July 2nd to July 4th, so the ?transportation capacity from Poland to Duisburg and Hamburg will be limited, and the T/T of this section will increase accordingly.

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丝路拓客统计，中哈边境两大口岸——阿拉山口与霍尔果斯的通行时效仍然不太理想，换装时长在7-15天之间。马拉—布列斯特的转出时间平均延迟至5-7天。因此，去往欧洲方向的列车整体时效均值在25 天左右，重庆、成都、郑州等站去到杜伊斯堡的最快都在22天以上。俄线运行表现相较平稳，西安-阿拉山口-莫斯科最快12天，沈阳-满洲里-莫斯科平均22天，重庆-霍尔果斯-明斯克约为20天。

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According to Cargo Talk, the transit time at the two major border - Alashankou and Khorgos - is still very disappointing , with the transshipment time ranging from 7 to 15 days. The average delay in the transfer time from Mala to Brest has increased to 5-7 days. Therefore, the overall average transit time for trains heading to Europe is around 25 days, and the fastest records from Chongqing, Chengdu, Zhengzhou, and other stations to Duisburg is more than 22 days. The performance of the Russian route is relatively stable, with the fastest for Xi'an -Alashankou -Moscow taking 12 days, the average route from Shenyang to Moscow taking 22 days, and the route from Chongqing to Minsk taking about 20 days.

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集装箱租赁市场：

Container Leasing Market:

本周，随着市场对短期冲击的逐步适应，集装箱租赁市场从之前的过热状态中渐渐冷却，租金价格开始回落，交易量也趋于稳定。部分沿海城市去往汉堡的租箱价格回复到2000美金以内，去往杜伊斯堡、马拉、华沙、米兰、布达佩斯等地的租金环比下降5%-8%。较为缺箱的内陆城市，如成都，西安，重庆等地去到阿拉木图、塔什干、莫斯科以及圣彼得堡的即期租价企稳，基本与上周持平。

This week, as the market gradually adapted to the short-term impact, the container leasing market gradually cooled down from the previous overheated state, rental prices began to fall, and ?leasing price returned to less than $2,000, and prices to Duisburg, Marla, Warsaw, Milan, Budapest and other places fell by 5%-8% compared with that of last week. In inland cities ,such as Chengdu, Xi'an, Chongqing, the spot prices to Almaty, Tashkurgan, Moscow and St. Petersburg stabilized, basically remaining the same as last week.

由此，市场参与者的心态也发生相应变化。在过去两个月的疯狂追涨中，许多租赁公司和货主出于恐慌或投机心理，进行了过度的交易活动。目前，随着市场的稳定，这些参与者开始更加关注货运市场的实际需求。

As a result, all the participants who engaged in excessive trading activities began to realize that they may have been stuck in the panic or an eager to make more money. Currently, with the stability of the market, these participants are beginning to pay more attention to the actual demand of the freight market.

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中欧班列各平台舱位及即期运价：

The spot freight rates on various platforms:

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欧线去程：尽管市场对运输服务的需求持续旺盛，运力供应与货运需求已基本达到平衡状态。目前，各条线路的市场即期运价随着集装箱租赁价格的下调出现了轻微下降，但总体上仍维持在10000美金以上的水平，并呈现小幅波动。特别值得注意的是，相较于其他站点，重庆和成都的班列计划充足且发运稳定，展现出显著的价格优势。当前，仅7月下旬仍有余舱可供预订。

European-bound route:?Despite the sustained strong demand, the supply of capacity and freight demand have essentially reached a balance. Currently, the market spot freight rates for various routes have slightly decreased with the downward trend?of container leasing prices. They remained?at a level above $10,000 and exhibit slight fluctuations. It is particularly noteworthy that compared to other stations, Chongqing and Chengdu have sufficient train schedules and stable shipments, showing significant price advantages. Currently, there are still available spaces for booking in late July.

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此外，由于大批项目货合约的涌入，西安在7月中下旬的运力配载已经饱和，舱位供应紧张。部分线路如西安—马拉已经基本售罄，业内人士预计会在不久后迎来一波涨价。华北区域的部分站点，如济南和石家庄，仍有部分6月待发的货物在站内滞留，需要审慎选择。另外，武汉、金华、合肥等地在7月中下旬仍有少量余舱，建议提前7-10日集货预订。

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In addition, due to the influx of a large number of project cargo contracts, Xi'an's capacity has been saturated in mid-to-late July, and the supply of space is tight. Some routes, such as Xi'an-Mala, have been basically sold out, and industry insiders expect a wave of price increases to come soon. It is said that?in some stations in North China, some goods that were scheduled to be shipped in June but are still stranded in the station. In addition, there are still some spaces available in Wuhan, Jinhua, Hefei and other places in mid-to-late July, and it is recommended to collect goods and book 7-10 days?in advance.

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俄线去程：受到运输计划紧缩以及项目货物量增加的影响，主要站点的运力配载面临限制，导致舱位供应略显不足。尽管平台订舱价格波动较小，市场即期运价仍基本维持在8500美金以上。目前，重庆至莫斯科/明斯克的班列已减少至每月4-5列，舱位供应相对紧张。西安站内的滞留货物已全部发运完毕，发车延误情况有所减少。但由于运力计划有限，7月20号后的可用舱位寥寥无几，且平台已取消了量价捆绑及特别品名货物的优惠。郑州与武汉的7月舱位已全部售罄，预订需推迟至8月。沈阳、石家庄、义乌、苏州等站点的7月下旬舱位仍然开放，接受预订。

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Russia-bound service: Due to the cut-off?of plans and the growth?in project cargo , the capacity ?at major stations is still insufficient, resulting in a slight shortage of space supply. Although the fluctuation of booking prices is relatively small, the market spot freight rate remains above $8,500. Currently, the number of trains from Chongqing to Moscow/Minsk has been reduced to 4-5 per month, and the space supply is relatively tight. The stranded goods in Xi'an station have all been shipped, and the delay of departure has been reduced. However, due to limited capacity plans, there are few available spaces after July 20th, and the platform has cancelled the price bundling and special discounts?for specific goods. The space in Zhengzhou and Wuhan has been sold out?in July, and the booking has been postponed to August. Only a few spaces?in Shenyang, Shijiazhuang, Yiwu, Suzhou and other stations is still open for booking?in late July .

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