Weekly Update of China-Europe Freight Trains (2024.08.05-2024.08.18）

8月13日，X8153次中欧班列从西安国际港站驶出，途经哈萨克斯坦、阿塞拜疆、格鲁吉亚、塞尔维亚、匈牙利、斯洛伐克、捷克最终到达德国曼海姆，全程1.13万公里，预计9月9日左右抵达德国。本次班列是中欧班列（西安）自2022年首开“跨里海、黑海—欧洲”线路以来，再次升级后的线路产品，该班列以“专线专用”集装箱船替代黑海内原有公共海运服务，实现了班列组织的升级提速。同时也标志着中欧班列（西安）今年累计开行突破3000列大关，开行量、货运量、重箱率等核心指标稳居全国前列。

On August 13th, the X8153 China-Europe?freight?trains departed from Xi'an International Port , passing through Kazakhstan, Azerbaijan, Georgia, Serbia, Hungary, Slovakia, and the Czech Republic, and will finally arrive in Mannheim, Germany. The entire journey is 11,300 kilometers long and is expected to arrive in Germany around September 9th. This train is an upgraded service?and it will replace the original public service in the Black Sea with a scheduled ship, It also marks that the total number of China-Europe Railway Express (Xi'an) has exceeded 3,000 this year, and the?core indicators such as the number of trips, freight volume, and heavy -loading?rate are among the top in the country.

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8月13日，一列满载服装、汽车配件等货物的中欧班列从阿拉山口铁路口岸出境，开往波兰马拉舍维奇。至此，自2011年首趟中欧班列经阿拉山口口岸出境以来，阿拉山口海关监管通行中欧班列累计突破4万列。

Also on August 13, a China-Europe freight train loaded with clothing, auto parts and other goods left the Alashankou?and headed for Malaszewicze, Poland. So far, since?the first China-Europe train left?the port?of Alashankou?in 2011,?the number?of China-Europe trains passing through?has exceeded 40,000.?

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8月14日上午，一辆满载55个集装箱的全程时刻表中欧班列（武汉—德国杜伊斯堡）从吴家山车站驶出。今年截至7月31日，中欧班列（武汉）累计往返开行407列，其中去程开行241列，同比增长56.49％。今年前七个月更多长三角珠三角货物来汉“出海”， 中欧班列（武汉）发运量增长近六成。

On the morning of August 14, a full-scheduled China-Europe freight train (Wuhan-Duisburg, ) loaded with 55 containers left Wujiashan Station. As of July 31st this year, a total of 407 round-trip trains have been dispatched from?the China-Europe Railway Express (Wuhan), including 241 outward trips, representing a year-on-year increase of 56.49%. In the first seven months of this year, more goods from the Yangtze River Delta and Pearl River Delta were shipped to Wuhan, and the freight volume of China-Europe trains (Wuhan) increased by nearly 60%.

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班列运行情况：

Operation of the China-Europe freight train:

8月正值集装箱运输的传统旺季，中欧班列在运输规模稳定增长的情况下，运输时效持续改善，阿拉山口、霍尔果斯、满洲里等口岸的平均通行时间稳定在5-10天，二连浩特的通行时长一般为7-12天。整体看欧线方向，西安到马拉最快为14天，成都、重庆始发到马拉平均18-20天，国内各站去到杜伊斯堡和汉堡需20-25天。全程时刻表中欧班列的运行时间较普通班列压缩约30%，运输效率提升明显。去达意大利米兰的班列耗时最长，成都、西安-米兰总体都超过了35天，运输效率受到马拉换装时效制约，托运人可考虑通过杜堡或汉堡转运，德国境内线路升级改造给班列带来的影响有限。

August is the traditional peak season for container transportation. Despite the steady growth in volume and number, the transportation efficiency continues to improve. The average?handling time at ports such as Alashankou, Khorgos, and Manzhouli stabled?at 5-10 days, while that?at Erlianhot is generally 7-12 days. Overall, the fastest?record?from Xi'an to Marra is 14 days,?while the average?time from Chengdu and Chongqing to Mala?is 18-20 days. It takes 20-25 days?to travel?from various domestic stations to Duisburg and Hamburg.?The T/T?of the full-time scheduled train?is about 30% shorter than that of the ordinary one.?The time for the train to Milan, Italy is the longest, with the overall T/T?for Chengdu and Xi'an-Milan exceeding 35 days. According to the data from Cargo talk, much of the delay took place in the transhipment at Malaszewicze . Shippers may consider transshipping through Duisburg?or Hamburg, where the impact of upgrading the rail line?is limited.

俄线方向的运输时效未有大幅波动， 广东增城-莫斯科只需18天，成都-莫斯科约为22天，重庆-明斯克大约为20天上下。

The transportation time in the direction of the Russian line has not fluctuated significantly. It takes only 18 days from Zengcheng, Guangdong to Moscow, about 22 days from Chengdu to Moscow, and about 20 days from Chongqing to Minsk.

中亚方向班列运行情况良好，西安-阿拉木图约为9天。但西安到巴库的班列运输时长超过20天，阿克套港的换装处理效率有待进一步改善。

The operation of the Central Asia-bound train is in good condition, and the journey from Xi'an to Almaty takes about 9 days. However, the T/T?from Xi'an to Baku by train is more than 20 days, and the efficiency of the reloading process at the Aktau Port needs to be further improved.

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集装箱租赁市场：

Container leasing market:

本周内，集装箱租赁费用整体呈现波动性的下降趋势，但不同航线的价格波动情况各不相同，涨跌不一。青岛、上海、宁波、深圳等沿海港口去到欧洲各站点的集装箱租赁价格与上周相比并无明显变化，波动幅度较小，不超过5%。然而，天津港口的租箱需求缺口较大，导致天津至汉堡和杜堡的租价涨幅超过8%。在内陆站点中，西安的箱源供应充足，去往欧洲各站点的租箱价格有较大的跌幅，范围在200-400美金之间。而成都出港的箱子供应仍然紧张，价格保持在2400美金以上的高水平。俄罗斯方向的租箱成本持续高企，没有下降的迹象，国内各站点到莫斯科的租价稳定在2400-2700美金的区间内。

This week, the overall container leasing showed?a fluctuating downward trend, but?the price fluctuated,?with ups?and downs?respectively.?The container leasing prices for coastal ports such as Qingdao, Shanghai, Ningbo, and Shenzhen to European terminals have not changed significantly compared to last week, with a small fluctuation range of no more than 5%. However, the demand for container leasing in Tianjin Port is relatively large, resulting in a more than 8% increase in the rental price from Tianjin to Hamburg and Duisburg. Among the inland stations, Xi'an has sufficient supply of containers, and the rental price of containers to various European stations has fallen significantly, ranging from $200 to $400. However, the supply of containers in?Chengdu is still tight, and the price remains at a high level of over 2400 US dollars. The rent to?Russia continues to be high and shows no sign of decreasing, generally?stabled?at a range of $2,400-2,700.

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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：在8月份舱位几乎全线售罄的情况下，各平台陆续发布了9月份的订舱计划和价格信息，多条航线即将迎来价格的普遍上调。从重庆、成都、合肥、郑州等站点出发的班列订舱价格，较之前月上涨了200-400美金。还有一些航线价格涨幅超过了8%，例如：成都至罗兹（快线）、郑州至汉堡/华沙/米兰、以及重庆至布达佩斯等。西安方面，尽管9月份的运价尚未正式发布，但行业内部普遍看涨，预计涨幅也将超过300美金。从目前看来，9月的舱位供应依然紧张，大部分平台的舱位计划只发放到上旬，但有市场上已有不少屯舱待价而沽的现象。

Europe-bound?route: With almost all the shipping space sold out in August, various platforms have successively released the booking plans and price for September, and many routes are about to see a general increase in prices. The booking price of the trains departing from Chongqing, Chengdu, Hefei, Zhengzhou and other stations has increased by 200-400 US dollars compared to the previous month. Some routes have seen an?increase of over 8%, such as Chengdu to Lodz (express), Zhengzhou to Hamburg/Warsaw/Milan, and Chongqing to Budapest. In Xi'an, although the freight rate for September has not been officially released, it?is generally expected to exceed $300. The supply of spaces in September are believed to be tight, and most of which are locked for a better price in the market.

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俄线去程：当前，运力供不应求的局面依然未有明显改善，9月俄线的订舱需求持续激增，导致价格全面上扬。成都、重庆、郑州、合肥、长沙等多个站点的订舱价格普遍上调了大约200美金，而广州、沈阳等地区的价格增幅更大，预计上涨幅度在300-400美金之间。高企的租箱成本，结合市场的溢价因素，使得即期市场运价不断被推升至9000美金以上。尽管如此，合肥在华东地区仍旧保持着其价格竞争力。武汉、石家庄以及徐州、义乌和金华的最新价格信息预计将在本周对外公布。

Russian-bound rate:?At present, the insufficient capacity triggered the demand for spaces, resulting in a general rise in prices. The booking prices of many stations such as Chengdu, Chongqing, Zhengzhou, Hefei, Changsha have generally increased by about $200, while the price increases in Guangzhou, Shenyang and other regions are even greater, with an expected growth?of between $300 and $400. The high cost of renting containers, combined with?high?premium factors, has continuously pushed the spot market freight rate to over $9,000. Sooner or later,Wuhan, Shijiazhuang, Xuzhou, Yiwu, and Jinhua are?expected to release their plans?this week.

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2024已进入下半程，当前，中欧班列的运价持续处于高位，这一现象在很大程度上反映出地缘政局不稳对全球供应链的冲击。从需求层面来看，生产商担心供应链中断风险加大备货储备；欧美地区整体进入补库存期间，集装箱货运需求具有较强支撑。从供给层面来看，船舶绕行大幅减少周转效率，舱位紧张局面凸显。丝路拓客认为，5-7月呈现出旺季提前的现象，随着海运运力进一步释放，海运成本将逐步走低，部分货物也将从铁路回流向成本较低的海运，在未来几个月我们会看到中欧班列运价的逐步回落。如果您有不同看法，欢迎在评论区留言给小编。

2024 has entered the second half of the year. Currently, the freight rate of China-Europe freight trains continues to be high, which largely reflects the impact of geopolitical instability on the global supply chain. From the perspective of demand, manufacturers are worried about the increased risk of disruption and stockpiling; The whole Europe and America has entered the period of inventory replenishment, and the demand for container freight has strong support. From the supply perspective, the re touring?of ships has significantly reduced the efficiency of turnover, and the shortage of spaces?has become prominent. Cargo talk believes that the peak season have?been?advanced from May to July. With?the further release of shipping capacity, the cost of shipping will gradually decrease, and some goods will also flow back from rail to lower-cost ocean transport. In the coming months, we will see a gradual decline in the freight rate of rail. If you have different opinions, your comments are greatly welcomed.

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