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作者 | 中信建投期货研究发展部 陈宇灏 本报告完成时间 | 2024年9月10日 重要提示: 本报告观点和信息仅供符合证监会适当性管理规定的期货交易者参考。因本平台暂时无法设置访问限制,若您并非符合规定的交易者,为控制交易风险,请勿点击查看或使用本报告任何信息。对由此给您造成的不便表示诚挚歉意,感谢您的理解与配合! Background: Common statistics such as port throughput volume or
export data are typically lagging indicators for container volume. Thus, we are giving some simple thoughts how to create a
rough estimation for container volume using the public information we have at
hand. Since a container volume statistics should
always equal capacity deployed times utilization. We are giving an illustration
on this idea for China-North Europe service in the period of August 2024 and
September 2024. Proclaimer: We calculate the
capacity deployed based on the or
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