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SINO Lane Tracker 期号 16

2026年1月 快照

Pre-LNY bid pulls Caspian and Turkey up

Shippers booked ahead of the February 17 Lunar New Year shutdown. The bid concentrated on the secondary lanes — and bypassed LATAM entirely.


196 条航线 22 条已注解 发布于 2026年1月5日 方法论 v1 JSON RSS 引用 获取报价 → 最新快照 →

集群动能 · 海运 40GP 平均环比

中间走廊
+9.3%
5 条航线
东非
+6.1%
5 条航线
中东北非
+8.3%
4 条航线
拉美
-12.0%
5 条航线
东南亚
+4.0%
3 条航线

图集 · 海运 40GP 环比

全部 194 条航线,呈现于地图

每个圆点代表一个目的地国家。颜色反映本月海运 40GP 环比 Δ。较大圆点标记 22 条每月跟踪并注解的航线。点击圆点查看完整运价与趋势。

  • 上涨 > +5% 环比
  • 中性 ±5%
  • 下跌 < −5% 环比
  • 无数据
  • 注解航线

194 个代表目的地国家的圆点绘于地图上。颜色反映环比变化。键盘导航请使用本页下方的数据表。

编辑按语 · 2026年1月

Pre-LNY bid pulls Caspian and Turkey up

Shippers booked ahead of the February 17 Lunar New Year shutdown. The bid concentrated on the secondary lanes — and bypassed LATAM entirely.

本期分析背后的团队

  • Ethan WuEthan WuSINO Shipping 市场经理Hong Kong
  • Found ChenFound ChenSINO Shipping 战略贸易专家Shenzhen
  • Ruby LuRuby LuSINO Shipping 北美与大洋洲市场专员Shenzhen

China → Georgia and China → Azerbaijan sea 40GP both rose 19.8% MoM, the snapshot's biggest moves. Trans-Caspian sea-and-multimodal flows tightened as forwarders pre-positioned cargo for the Russia-bypass corridor before factories went dark. Turkey followed at +19.6%, with Istanbul and Mersin discharge windows already filling for early March arrivals.

Red Sea / East Africa lifted 6.1% on cluster average. Egypt led at +9.7% as Suez insurance and reroute premiums held firm; Kenya, Tanzania and Djibouti each added 5.3% as Cape-routed strings repriced into the new year. MENA secondary ports rebounded 8.3% after December's washout.

LATAM nearshoring went the other way: Peru -14.9%, Brazil / Colombia / Ecuador all -15.0%. The post-Q4 capacity that had stayed on the West Coast trade in December finally cleared, and Callao yards are reportedly working through the Chancay spillover backlog at lower base rates.

下月关注

  • February factory-shutdown window: how much of the January bid carries through versus reverses on idle volume.
  • LATAM floor-finding — Peru, Brazil and Colombia have now given back the autumn build; watch for a base-rate confirmation.
  • Trans-Caspian feeder bookings via Aktau and Baku — capacity remains the binding constraint on Middle Corridor sea legs.

作者 SINO Shipping desk

本月

8 条本月焦点

聚焦 · 本月

3 条涨幅 ↑ · 3 条跌幅 ↓ · 2 条叙事聚焦 · 每月轮换

12 个月趋势 · 海运 40GP 均值

各集群的走势,海运 40GP 均值

每条线对应一个编辑集群。悬停图表查看月度数值。用以洞察各月聚焦背后的结构性变化。

$626 $1,877 $3,129 $4,381 $5,633 -11m -8m -5m -2m 2026年1月

    查看数据表
    各集群 12 个月海运 40GP USD 均值
    月份 中间走廊 东非 中东北非 拉美 东南亚
    11 个月前 $4,655 $4,330 $5,288 $4,295 $1,133
    10 个月前 $4,085 $3,720 $4,431 $3,155 $1,038
    9 个月前 $3,620 $3,205 $3,706 $2,910 $1,038
    8 个月前 $3,775 $3,355 $3,906 $2,965 $1,038
    7 个月前 $4,455 $4,215 $5,075 $4,010 $1,171
    6 个月前 $4,365 $3,975 $4,794 $3,465 $1,083
    5 个月前 $3,895 $3,430 $4,025 $2,730 $1,038
    4 个月前 $3,755 $3,340 $3,900 $2,835 $1,017
    3 个月前 $3,260 $2,800 $3,150 $2,465 $971
    2 个月前 $3,435 $2,975 $3,369 $2,940 $1,038
    1 个月前 $3,016 $2,539 $2,773 $2,847 $998
    2026年1月 $3,290 $2,710 $2,994 $2,510 $1,038
    • 中间走廊
    • 东非
    • 中东北非
    • 拉美
    • 东南亚
    波动

    最大波动 — 海运 40GP

    涨幅榜

    海运 40GP 环比

    跌幅榜

    海运 40GP 环比
    • 香蕉回程货叠加瓜亚基尔航道疏浚,可靠泊更大吃水船舶

    • 太平洋联盟电商 — 布埃纳文图拉港现代化改造

    • 智利
      -15.0%
    • 巴西
      -15.0%

      巴西北部港口替代桑托斯 — 绿氢走廊叠加粮食回程货

    覆盖

    全部 196 中国出口航线

    标记 22 条焦点池航线。

    ← 滑动以查看所有列 →

    对比 12 月 展开行
    阿尔巴尼亚
    $3,550–$4,350 $7.40 $11.85 +19.7%
    阿尔及利亚
    $6,650–$8,100 $7.00 $11.20 +10.1%
    阿富汗
    $1,250–$1,550 $5.10 $8.20 +14.3%
    阿根廷
    $1,850–$2,250 $8.80 $14.05 -14.6%
    阿拉伯联合酋长国
    $2,950–$3,600 $6.20 $9.90 +5.7%
    编辑池航线。 阿曼
    $2,750–$3,350 $6.50 $10.40 +4.4%
    编辑池航线。 阿塞拜疆
    $3,150–$3,850 $6.80 $10.85 +19.8%
    编辑池航线。 埃及
    $4,350–$5,300 $6.50 $10.40 +9.7%
    埃塞俄比亚
    $1,800–$2,200 $5.60 $8.95 +5.3%
    爱尔兰
    $2,950–$3,650 $7.80 $12.45 +26.9%
    爱沙尼亚
    $3,300–$4,000 $7.35 $11.75 +27.0%
    安道尔
    $2,800–$3,400 $6.80 $10.90 +26.5%
    安哥拉
    $2,550–$3,150 $7.40 $11.85 +9.9%
    安提瓜和巴布达
    $6,850–$8,350 $10.00 $16.00 =
    奥地利
    $3,200–$3,900 $7.25 $11.60 $6,048–$7,392 +26.8%
    澳大利亚
    $2,500–$3,100 $3.90 $6.25 +9.8%
    巴巴多斯
    $6,850–$8,350 $10.00 $16.00 =
    巴布亚新几内亚
    $2,500–$3,050 $4.10 $6.60 +11.0%
    巴哈马
    $6,850–$8,350 $10.00 $16.00 =
    巴基斯坦
    $1,550–$1,900 $5.20 $8.35 +15.0%
    巴拉圭
    $2,100–$2,550 $9.00 $14.35 -14.9%
    巴林
    $2,750–$3,350 $6.50 $10.40 +4.4%
    巴拿马
    $2,700–$3,300 $9.50 $15.20 =
    编辑池航线。 巴西
    $1,900–$2,350 $8.60 $13.75 -15.0%
    白俄罗斯
    $2,850–$3,500 $8.10 $12.95 $4,608–$5,632 +27.0%
    保加利亚
    $2,850–$3,500 $8.10 $12.95 $6,623–$8,095 +27.0%
    北马其顿
    $3,550–$4,350 $7.40 $11.85 +19.7%
    贝宁
    $3,000–$3,650 $8.85 $14.15 +5.3%
    比利时
    $2,800–$3,400 $7.30 $11.65 $5,875–$7,180 +26.5%
    冰岛
    $3,300–$4,000 $7.35 $11.75 +27.0%
    波兰
    $2,850–$3,500 $8.10 $12.95 $5,760–$7,040 +27.0%
    波斯尼亚和黑塞哥维那
    $3,550–$4,350 $7.40 $11.85 +19.7%
    玻利维亚
    $2,100–$2,550 $9.00 $14.35 -14.9%
    伯利兹
    $2,700–$3,300 $9.50 $15.20 =
    博茨瓦纳
    $2,550–$3,150 $7.40 $11.85 +9.9%
    不丹
    $1,250–$1,550 $5.10 $8.20 +14.3%
    布基纳法索
    $3,000–$3,650 $8.85 $14.15 +5.3%
    布隆迪
    $2,900–$3,550 $6.90 $11.05 +4.8%
    朝鲜
    $525–$625 $1.30 $2.30 -4.2%
    赤道几内亚
    $3,600–$4,400 $8.75 $13.95 +5.2%
    丹麦
    $2,950–$3,650 $7.35 $11.75 $6,048–$7,392 +26.9%
    德国
    $2,800–$3,400 $5.10 $8.15 $5,760–$7,040 +26.5%
    东帝汶
    $1,000–$1,250 $1.85 $3.30 +3.9%
    多哥
    $2,850–$3,500 $10.15 $16.25 +4.4%
    多米尼加共和国
    $6,850–$8,350 $10.00 $16.00 =
    多米尼克
    $6,850–$8,350 $10.00 $16.00 =
    俄罗斯
    $2,850–$3,450 $6.85 $10.95 $4,608–$5,632 +2.3%
    编辑池航线。 厄瓜多尔
    $2,300–$2,800 $8.60 $13.75 -15.0%
    厄立特里亚
    $1,800–$2,200 $5.60 $8.95 +5.3%
    法国
    $2,800–$3,400 $7.50 $12.00 $6,048–$7,392 +26.5%
    梵蒂冈
    $3,500–$4,300 $7.35 $11.75 +26.7%
    编辑池航线。 菲律宾
    $775–$950 $1.30 $2.40 +4.2%
    斐济
    $2,500–$3,050 $4.10 $6.60 +11.0%
    芬兰
    $3,300–$4,000 $7.35 $11.75 $6,336–$7,744 +27.0%
    佛得角
    $2,900–$3,550 $6.90 $11.05 +4.8%
    冈比亚
    $3,000–$3,650 $8.85 $14.15 +5.3%
    刚果(布)
    $3,600–$4,400 $8.75 $13.95 +5.2%
    刚果(金)
    $4,200–$5,150 $8.65 $13.80 +5.1%
    编辑池航线。 哥伦比亚
    $2,300–$2,800 $8.60 $13.75 -15.0%
    哥斯达黎加
    $2,700–$3,300 $9.50 $15.20 =
    格林纳达
    $6,850–$8,350 $10.00 $16.00 =
    编辑池航线。 格鲁吉亚
    $3,150–$3,850 $6.80 $10.85 +19.8%
    古巴
    $6,850–$8,350 $10.00 $16.00 =
    圭亚那
    $2,100–$2,550 $9.00 $14.35 -14.9%
    编辑池航线。 哈萨克斯坦
    $2,850–$3,450 $6.85 $10.95 $4,031–$4,928 +2.3%
    海地
    $6,850–$8,350 $10.00 $16.00 =
    韩国
    $525–$625 $2.55 $4.35 -4.2%
    荷兰
    $2,800–$3,400 $7.45 $11.95 $5,875–$7,180 +26.5%
    黑山
    $3,550–$4,350 $7.40 $11.85 +19.7%
    洪都拉斯
    $2,700–$3,300 $9.50 $15.20 =
    基里巴斯
    $2,500–$3,050 $4.10 $6.60 +11.0%
    编辑池航线。 吉布提
    $1,800–$2,200 $5.60 $8.95 +5.3%
    编辑池航线。 吉尔吉斯斯坦
    $2,850–$3,450 $6.85 $10.95 $4,320–$5,280 +2.3%
    几内亚
    $3,000–$3,650 $8.85 $14.15 +5.3%
    几内亚比绍
    $3,000–$3,650 $8.85 $14.15 +5.3%
    加拿大
    $4,150–$5,050 $5.70 $9.10 =
    加纳
    $2,550–$3,100 $8.70 $13.90 +4.6%
    加蓬
    $3,600–$4,400 $8.75 $13.95 +5.2%
    编辑池航线。 柬埔寨
    $1,000–$1,250 $1.85 $3.30 +3.9%
    捷克
    $2,850–$3,500 $8.10 $12.95 $5,875–$7,180 +27.0%
    津巴布韦
    $2,550–$3,150 $7.40 $11.85 +9.9%
    喀麦隆
    $3,000–$3,650 $8.85 $14.15 +5.3%
    卡塔尔
    $2,750–$3,350 $6.50 $10.40 +4.4%
    科摩罗
    $2,450–$3,000 $7.30 $11.70 +5.1%
    科特迪瓦
    $2,900–$3,500 $9.35 $14.95 +4.9%
    科威特
    $2,750–$3,350 $6.50 $10.40 +4.4%
    克罗地亚
    $3,550–$4,350 $7.40 $11.85 +19.7%
    编辑池航线。 肯尼亚
    $1,800–$2,200 $5.60 $8.95 +5.3%
    拉脱维亚
    $3,300–$4,000 $7.35 $11.75 +27.0%
    莱索托
    $2,550–$3,150 $7.40 $11.85 +9.9%
    老挝
    $1,000–$1,250 $1.85 $3.30 +3.9%
    黎巴嫩
    $2,750–$3,350 $6.50 $10.40 +4.4%
    立陶宛
    $3,300–$4,000 $7.35 $11.75 +27.0%
    利比里亚
    $3,000–$3,650 $8.85 $14.15 +5.3%
    利比亚
    $5,500–$6,700 $6.50 $10.40 +9.9%
    列支敦士登
    $2,800–$3,400 $6.80 $10.90 +26.5%
    卢森堡
    $2,800–$3,400 $6.80 $10.90 +26.5%
    卢旺达
    $8,150–$9,950 $7.10 $11.35 +5.2%
    罗马尼亚
    $2,850–$3,500 $8.10 $12.95 $6,336–$7,744 +27.0%
    马达加斯加
    $2,450–$3,000 $7.30 $11.70 +5.1%
    马尔代夫
    $1,250–$1,550 $5.10 $8.20 +14.3%
    马耳他
    $3,550–$4,350 $7.40 $11.85 +19.7%
    马拉维
    $2,450–$3,000 $7.30 $11.70 +5.1%
    马来西亚
    $1,100–$1,350 $3.05 $4.85 +3.8%
    马里
    $3,000–$3,650 $8.85 $14.15 +5.3%
    马绍尔群岛
    $2,500–$3,050 $4.10 $6.60 +11.0%
    毛里求斯
    $2,450–$3,000 $7.30 $11.70 +5.1%
    毛里塔尼亚
    $3,000–$3,650 $8.85 $14.15 +5.3%
    美国
    $2,700–$3,250 $7.00 $11.20 +0.0%
    蒙古
    $2,850–$3,450 $6.85 $10.95 $5,184–$6,336 +2.3%
    孟加拉国
    $1,250–$1,500 $4.70 $7.50 +14.6%
    编辑池航线。 秘鲁
    $2,100–$2,550 $9.00 $14.35 -14.9%
    密克罗尼西亚
    $2,500–$3,050 $4.10 $6.60 +11.0%
    编辑池航线。 缅甸
    $1,000–$1,250 $1.85 $3.30 +3.9%
    摩尔多瓦
    $2,850–$3,500 $8.10 $12.95 +27.0%
    摩洛哥
    $5,500–$6,700 $6.50 $10.40 +9.9%
    摩纳哥
    $2,800–$3,400 $6.80 $10.90 +26.5%
    编辑池航线。 莫桑比克
    $2,450–$3,000 $7.30 $11.70 +5.1%
    编辑池航线。 墨西哥
    $2,700–$3,300 $9.50 $15.20 =
    纳米比亚
    $2,550–$3,150 $7.40 $11.85 +9.9%
    南非
    $2,550–$3,150 $7.35 $11.80 +9.8%
    南苏丹
    $1,800–$2,200 $5.60 $8.95 +5.3%
    瑙鲁
    $2,500–$3,050 $4.10 $6.60 +11.0%
    尼加拉瓜
    $2,700–$3,300 $9.50 $15.20 =
    尼泊尔
    $1,250–$1,550 $5.10 $8.20 +14.3%
    尼日尔
    $3,000–$3,650 $8.85 $14.15 +5.3%
    尼日利亚
    $3,650–$4,450 $7.30 $11.70 +5.5%
    挪威
    $3,600–$4,400 $7.45 $11.95 $6,623–$8,095 +27.0%
    帕劳
    $2,500–$3,050 $4.10 $6.60 +11.0%
    葡萄牙
    $3,200–$3,900 $7.30 $11.70 +20.3%
    日本
    $525–$625 $2.75 $4.70 -4.2%
    瑞典
    $3,300–$4,000 $7.35 $11.75 $6,336–$7,744 +27.0%
    瑞士
    $5,150–$6,300 $7.45 $11.95 $6,220–$7,603 +27.2%
    萨尔瓦多
    $2,700–$3,300 $9.50 $15.20 =
    萨摩亚
    $2,500–$3,050 $4.10 $6.60 +11.0%
    塞尔维亚
    $3,550–$4,350 $7.40 $11.85 $6,623–$8,095 +19.7%
    塞拉利昂
    $3,000–$3,650 $8.85 $14.15 +5.3%
    塞内加尔
    $2,900–$3,550 $6.90 $11.05 +4.8%
    塞浦路斯
    $3,550–$4,350 $7.40 $11.85 +19.7%
    塞舌尔
    $2,450–$3,000 $7.30 $11.70 +5.1%
    编辑池航线。 沙特阿拉伯
    $2,550–$3,100 $6.10 $9.75 +4.6%
    圣多美和普林西比
    $3,600–$4,400 $8.75 $13.95 +5.2%
    圣基茨和尼维斯
    $6,850–$8,350 $10.00 $16.00 =
    圣卢西亚
    $6,850–$8,350 $10.00 $16.00 =
    圣马力诺
    $3,500–$4,300 $7.35 $11.75 +26.7%
    圣文森特和格林纳丁斯
    $6,850–$8,350 $10.00 $16.00 =
    斯里兰卡
    $1,150–$1,400 $5.75 $9.20 +15.9%
    斯洛伐克
    $2,850–$3,500 $8.10 $12.95 $5,875–$7,180 +27.0%
    斯洛文尼亚
    $3,550–$4,350 $7.40 $11.85 +19.7%
    斯威士兰
    $2,550–$3,150 $7.40 $11.85 +9.9%
    苏丹
    $6,200–$7,600 $6.70 $10.70 +10.1%
    苏里南
    $2,100–$2,550 $9.00 $14.35 -14.9%
    所罗门群岛
    $2,500–$3,050 $4.10 $6.60 +11.0%
    索马里
    $1,800–$2,200 $5.60 $8.95 +5.3%
    塔吉克斯坦
    $2,850–$3,450 $6.85 $10.95 $4,896–$5,984 +2.3%
    台湾
    $525–$625 $2.45 $4.20 -4.2%
    泰国
    $1,150–$1,400 $1.00 $1.85 +5.0%
    编辑池航线。 坦桑尼亚
    $1,800–$2,200 $5.60 $8.95 +5.3%
    汤加
    $2,500–$3,050 $4.10 $6.60 +11.0%
    特立尼达和多巴哥
    $6,850–$8,350 $10.00 $16.00 =
    突尼斯
    $5,500–$6,700 $6.50 $10.40 +9.9%
    图瓦卢
    $2,500–$3,050 $4.10 $6.60 +11.0%
    编辑池航线。 土耳其
    $2,750–$3,350 $6.90 $11.00 $7,110–$8,690 +19.6%
    土库曼斯坦
    $2,850–$3,450 $6.85 $10.95 $5,184–$6,336 +2.3%
    瓦努阿图
    $2,500–$3,050 $4.10 $6.60 +11.0%
    危地马拉
    $2,700–$3,300 $9.50 $15.20 =
    委内瑞拉
    $2,100–$2,550 $9.00 $14.35 -14.9%
    文莱
    $1,000–$1,250 $1.85 $3.30 +3.9%
    乌干达
    $1,800–$2,200 $5.60 $8.95 +5.3%
    乌克兰
    $2,850–$3,500 $8.10 $12.95 $6,336–$7,744 +27.0%
    乌拉圭
    $1,900–$2,350 $10.50 $16.80 -15.0%
    编辑池航线。 乌兹别克斯坦
    $2,850–$3,450 $6.85 $10.95 $4,608–$5,632 +2.3%
    西班牙
    $3,850–$4,700 $7.70 $12.30 $6,336–$7,744 +20.4%
    希腊
    $3,550–$4,350 $7.40 $11.85 +19.7%
    新加坡
    $400–$500 $1.75 $4.05 +4.7%
    新西兰
    $2,450–$2,950 $4.35 $6.90 +10.2%
    匈牙利
    $2,850–$3,500 $8.10 $12.95 $5,875–$7,180 +27.0%
    叙利亚
    $2,750–$3,350 $6.50 $10.40 +4.4%
    牙买加
    $6,850–$8,350 $10.00 $16.00 =
    亚美尼亚
    $3,150–$3,850 $6.80 $10.85 +19.8%
    也门
    $2,750–$3,350 $6.50 $10.40 +4.4%
    伊拉克
    $2,750–$3,350 $6.50 $10.40 +4.4%
    伊朗
    $2,900–$3,550 $6.90 $11.05 +4.8%
    以色列
    $3,150–$3,850 $7.10 $11.35 +4.8%
    意大利
    $3,650–$4,500 $7.10 $11.35 $6,336–$7,744 +19.9%
    印度
    $1,200–$1,500 $4.70 $7.50 +15.6%
    印度尼西亚
    $1,300–$1,600 $2.35 $3.75 +6.4%
    英国
    $2,800–$3,400 $7.90 $12.65 $6,623–$8,095 +26.5%
    编辑池航线。 约旦
    $2,750–$3,350 $6.50 $10.40 +4.4%
    越南
    $750–$925 $1.40 $3.55 +4.7%
    赞比亚
    $2,550–$3,150 $7.40 $11.85 +9.9%
    乍得
    $3,000–$3,650 $8.85 $14.15 +5.3%
    智利
    $2,300–$2,800 $6.50 $10.40 -15.0%
    中非共和国
    $3,600–$4,400 $8.75 $13.95 +5.2%
    中国
    $2,650–$3,200 $6.70 $10.70 -5.0%
    中国香港特别行政区
    $525–$650 $2.15 $3.70 -4.5%
    方法论

    我们如何对照公开指数进行校准。

    01 · 数据源

    运价为 SINO Shipping 自有的月度中位数 覆盖 196 条中国出口航线 — 是一家货代的业务账簿,而非多承运人指数。每月同一周采集 FCL/LCL/空运/铁路/快递。

    02 · 校准

    Lane Tracker 发布的是单一货代基准。对于约14-16条没有公开基准的新兴市场航线(中间走廊、东非、中东北非次级市场、东南亚次级市场、加勒比地区),市面上不存在可比数据。

    03 · 节奏与修正

    每月在最后一周发布,方法论版本为 v1。重大修正记入方法论页面的变更日志;过往月份快照按发布值固化。

    完整方法论

    媒体与数据

    引用本期存档,或想联系背后的分析师?