Monica Germany

中国汽车出口超预期增长，新能源汽车快速崛起。根据中国汽车工业协会数据，2026年上半年，中国汽车出口量达到509.6万辆，同比增长65.3%;其中新能源汽车出口235.5万辆，同比增长超120%，6月新能源汽车出口规模首次超过燃油乘用车。区域市场呈现多元布局，欧洲、俄罗斯、巴西、澳大利亚成为核心海外市场。 汽车运输船经历2021-2024年连续四年大量下单后，大量新船将在2024-2028年集中交付，且近两年拆船量较低，叠加中国汽车出口量增速下滑，PCC运力过剩压力浮现。PCC航运、新造船市场承压，2024年8月PCC期租运费开始断崖式下跌，船东和租家投资开始谨慎，2025年仅成交9艘新船订单。 PCC运力趋紧，租金上涨。2026年，汽车运输船市场运力出现紧张，一是中国汽车出口量超预期增长;二是红海绕行、巴拿马运河拥堵等因素持续吸收PCC船队有效运力。根据Veson预计，目前约有100万辆中国汽车因PCC运力不足，转向集装箱船运输。运力短缺快速推动PCC运价回升，2026年7月，6500车PCC期租日租金达到8万美元/天，较年初上涨68%。 汽车运输船新造船市场出现量价回升。即使当前新船船位紧张, 汽车运输船航运市场快速升温仍调动了船东投资情绪,根据克拉克森数据，截至2026年7月底，全球汽车运输船新船订单已达到34艘。同时，汽车运输船新船价格出现企稳回升趋势，2026年7月/8000车、/11000车汽车运输船新船价格分别为9100、10300万美元/艘，与去年同期持平。(供稿人：孙毅冉) 数据来源：克拉克森，中国船舶集团经济研究中心整理

Spire Global, Inc. , a global provider of satellite data, analytics, and intelligence, has been awarded a $3 million, six-month contract extension by the...

Indian Register of Shipping (IRS) organised a customer interaction meet with manufacturers, technical consultants and other stakeholders from the marine equipment industry to strengthen...

As a core backbone enterprise in domestic LNG ship conversion, the BW Manzanillo Floating Storage and Regasification Unit (FSRU) conversion project undertaken by China...

Ocean Network Express (ONE) warned its customers about the impacts that the reduction of the water level in the Rhine River is having, complicating...

Hagland Shipping AS, short-sea dry bulk carrier operator in Northern Europe, announced the addition of a state-of-the-art Damen Combi Freighter (CF) 3850 vessel...

The new multi-purpose cargo ship “Na Hiro E Pae“ has set sail in remote Pacific regions. The ship ill be powered by wind energy...

According to foreign media reports, prosecutors have expanded the criminal investigation into last month’s fatal collision between the Norwegian cargo ship “Misje Vilde” and...

$3.5 billion of minimum contracted revenue from 82 vessel pro-forma fleet 16-shuttle tanker fleet making TEN one of the largest shuttle tanker owners in the...

On August 5, Zhongshan maritime and government authorities visited the Chinese shipbuilder Jianglong Shipbuilding. Through on-site inspections and discussions, they aligned with the company’s...