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尽管近期亚洲出口的运价波动不如预期那般剧烈，然而跨大西洋贸易航线的运价却如同插上了翅膀，迅猛攀升。这一变化主要归因于客运航空公司根据冬季航班需求减少的实际情况，相应缩减了运力。与此同时，瓜鲁柳斯国际机场（GRU）也遭遇了前所未有的拥堵困境，进一步加剧了运价上涨的趋势。
根据WorldACD的最新数据显示，在过去短短两周内，从欧洲飞往美国的西行航线现货价格分别飙升了16%和17%，最终定格在每公斤3.34美元的高位。这一显著增长无疑是对10月27日航空公司冬季航班计划实施后运力缩减的直接反映。
WorldACD进一步指出，随着11月28日感恩节假期的临近，市场需求也呈现出逐步攀升的态势。与此同时，“西行跨大西洋市场的货物装载率本就处于较高水平，此轮运价上涨无疑加剧了市场的紧张氛围”。
不仅如此，过去两周内，欧洲至南美的现货价格也经历了大幅飙升，涨幅高达36%，最终达到了每公斤4.32美元的价位。这一变化主要归因于GRU机场的价格波动，该机场为应对严重的拥堵问题，于11月11日实施了为期五天的禁运措施。
受此影响，从欧洲飞往巴西的运价更是达到了惊人的每公斤6.58美元，与两周前相比，涨幅高达57%。
然而，与跨大西洋和南美航线相比，亚太地区的运价则显得相对平稳。WorldACD在其每周市场总结中解释道：“尽管包括亚太地区在内的全球航空货运市场依然保持强劲态势，但得益于航空货运利益相关者的提前规划和周密部署，亚太市场成功避免了旺季运力紧缩和运价大幅上涨的尴尬局面。”
尽管如此，WorldACD还是提醒我们，从中国、香港和韩国飞往欧洲的现货价格在第46周仍然出现了环比上涨，涨幅分别为11%、5%和4%，最终价格分别达到了每公斤4.98美元、5.93美元和4.93美元。相比之下，从亚太地区飞往美国的现货价格则出现了周环比下跌4%的情况，其中中国地区的运价下跌了2%。
综上所述，尽管全球航空货运市场在某些地区呈现出平稳态势，但在跨大西洋和南美等航线，运价上涨的压力依然不容忽视。对于航空货运利益相关者而言，提前规划和周密部署仍是应对市场变化、确保业务稳定发展的关键所在。
While rates out of Asia have been flatter than expected in recent weeks, prices on the transatlantic trade lane have taken off as passenger airlines have been reducing belly capacity in line with the quieter winter season and Guarulhos International Airport (GRU) has been hit with congestion.
According to WorldACD, westbound spot prices from Europe to the US have increased by 16% and 17% over the past two weeks to reach $3.34 per kg, reflecting a fall in capacity following the start of airlines’ winter schedules on October 27.
The data firm added that there was also a demand increase ahead of the Thanksgiving holiday on November 28. Meanwhile, “cargo load factors on the westbound transatlantic market were already relatively high”.
WorldACD added that spot rates from Europe to South America had increased by 36% over the past two weeks to $4.32 per kg, driven by price increases to GRU where a five-day embargo was implemented on November 11 to combat congestion.
Prices from Europe to Brazil reached $6.58 per kg in week 46, which equates to a 57% rise compared with two weeks earlier.
Meanwhile, rates out of Asia Pacific remain strong but flat, the data provider said.
“Although markets remain relatively strong, including ex-Asia Pacific, good advance planning by air cargo stakeholders looks set to avert a major peak season capacity crunch and very steep rate rises from Asia Pacific markets,” explained the company in its weekly market wrap-up.
It added: “Nevertheless, spot prices to Europe from China, Hong Kong, and South Korea all recorded week-on-week rises in week 46, of 11%, 5%, and 4%, respectively, to $4.98, $5.93, and $4.93 per kg. But spot rates from Asia Pacific to the US dipped by 4%, week on week, including a 2% drop from China.”
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