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根据 Flexport 最近的一份报告，在上海长达数月的封锁于六月早些时候解除后，中国的需求开始恢复，生产开始回升。

Demand is beginning to recover and production is starting to pick up in China after a months-long lockdown in Shanghai was lifted earlier this month according to a recent report by Flexport.

根据 Flexport 最近的一份报告，在上海长达数月的封锁于六月早些时候解除后，中国的需求开始恢复，生产开始回升。

In its freight market update on June 14, Flexport said the surplus in the Asia-North America capacity causes rates to drop, while rates between Asia-Europe rates remain stable.

Flexport 在 6 月 14 日的货运市场更新中表示，亚洲-北美运力过剩导致运价下降，而亚欧运力之间的运价保持稳定。

In South China — Shenzhen, Guangzhou, Dongguan, and Hong Kong — the freight forwarder and customs brokerage company said the overall market is "soft" and "demand weak with rate levels decreasing."

在华南地区——深圳、广州、东莞和香港——货运代理和报关公司表示，整体市场“疲软”，“需求疲软，费率水平下降”。

"Demand is beginning to recover and production picking up, however, there is a surplus of Transpacific Eastbound (TPEB) capacity causing rates to drop, while far east westbound (FEWB) rates remain stable," Flexport noted in its report.

Flexport 在其报告中指出：“需求开始复苏，产量开始回升，但跨太平洋东行 (TPEB) 运力过剩导致运价下降，而远东西行 (FEWB) 运价保持稳定。”

Demand seen to pick-up

需求有望回升

Moving forward, it added that demand is "expected to pick up" in July as more Chinese factories ramp up production.

展望未来，它补充说，随着越来越多的中国工厂提高产量，7月份需求“预计会回升”。

"TPEB demand ex-HAN is continuing to pick up as we approach the quarter end. Space is also getting tighter especially due to congestion at transit hubs. TPEB rate levels are expected to increase next week, while FEWB rates are trending downwards due to weak demand," Flexport added.

“随着我们接近季度末，除 HAN 的 TPEB 需求继续回升，空间也越来越紧张，尤其是由于交通枢纽的拥堵。预计 TPEB 费率水平下周将上升，而 FEWB 费率由于疲软而呈下降趋势需求，”Flexport 补充道。

In terms of shipping, the freight forwarder said for Asia-North America, rates continue to fall on TPEB as demand remains soft relative to the capacity available, especially to Pacific Southwest ports.

在航运方面，该货运代理表示，对于亚洲-北美，TPEB 的运费继续下降，因为需求相对于可用运力仍然疲软，尤其是太平洋西南港口。

It added that shipping activity has resumed in Shanghai, although the strength and timing of the volumes rebounding after two months of Covid-19-related lockdowns remain unclear.

它补充说，上海的航运活动已经恢复，尽管在与 Covid-19 相关的两个月的封锁之后，货运量反弹的力度和时机仍不清楚。

"International Longshore and Warehouse Union (ILWU) and Pacific Maritime Association (PMA) labor negotiations continue as July 1st, when existing contracts expire, rapidly approaches," Flexport said, noting that intermodal bottlenecks, chassis shortages, and high fuel prices continue to pose additional challenges despite the improved balance between supply and demand.

“国际码头和仓库联盟 (ILWU) 和太平洋海事协会 (PMA) 劳工谈判将持续到 7 月 1 日，届时现有合同即将到期，”Flexport 说，并指出多式联运瓶颈、底盘短缺和高燃油价格继续构成尽管供需平衡有所改善，但仍面临更多挑战。

"Levels remain elevated relative to the pre-Covid market with softening in many major pockets," it further said.

它进一步表示：“相对于 Covid 之前的市场，水平仍然较高，许多主要领域都在走软。”

Meanwhile, for Asia-Europe shipping, Flexport noted that following the Shanghai reopening, volumes are picking up again but recovery has "not translated into a big surge thus far."