1/ 我是最航运丹尼斯。美国国家零售联合会（NRF）本月更新了美国进口集装箱货量的预测。尽管对于中国的新关税以及对加拿大和墨西哥征收关税的威胁存在担忧，NRF依然对未来几个月到达美国港口的货运量保持乐观，并上调了4月前的进口量预测。NRF预计，2月的进口量将比去年增长0.2%，这一预测相比1月报告中预计的4.5%的下降有所上调。与此同时，3月的进口量预计将增长11.1%，高于此前报告中预计的10.6%。至于4月，年同比增长预计为8.2%，略高于1月预测的8%。然而，5月的进口量预测略有下调，年同比增长预期为5.4%，低于之前的5.9%。这个预测仅供参考，因为特变量关税魔的存在使得加征关税的频率、范围、力度和时间线无法预测且有可能反复横跳，这将对美国进口商正常的淡旺季采购货量波动产生不一样的波形。

2/ 我们来看美国自中国大陆在2025年1月进口集装箱的实际数据，同比去年2024年1月增长9.72%，月环比2024年12月增长8.88%。

3/ 2025年1月中国-美国NVOCC货量排名前100位，更多可进最航运知识星球获取 。

Rank SCAC Name Jan-25 YoY 1 KFUN KERRY FREIGHT (USA) INC 24719 -6.75% 2 BANQ BLUE ANCHOR AMERICA LINE (BLUE ANCHOR LINE) 17739 24.33% 3 OERT ORIENT EXPRESS CONTAINER CO LTD 17672 -6.68% 4 CHSL CHRISTAL LINES 17349 -3.28% 5 HNLT HONOUR LANE SHIPPING LTD 17137 3.44% 6 EXDO EXPEDITORS INTERNATIONAL OF WASHINGTON INC 16787 15.80% 7 AMZD AMAZON CHINA AMAZON.CN AMAZON GLOBAL LOGISTICS CHINA 16094 7.77% 8 SFOK SAFROUND LOGISTICS CO LTD 10737 15.76% 9 HYSL HECNY SHIPPING LIMITED 10332 -4.41% 10 CHQF CHINA INTERNATIONAL FREIGHT CO LTD 9967 32.63% 11 DFDS DSV OCEAN TRANSPORT A/S 9739 10.21% 12 FLXT FLEXPORT INTERNATIONAL LLC 9144 -9.78% 13 TXSL TAICANG XINTAI INTERNATIONAL SHIPPING AGENCY CO LTD 8769 -1.58% 14 DWCH DE WELL CONTAINER SHIPPING INC 7462 -12.84% 15 SMMB SEAMASTER LOGISTICS INC 7435 8.94% 16 SXCO SINPEX CONNECTION LOGISTICS LTD 6996 5.19% 17 OSTI ORIENT STAR TRANSPORT INTL LTD 6639 1.25% 18 MLIL MAXWIDE LOGISTICS INC 6518 14.99% 19 TLKP TRANSLINK SHIPPING INC 6342 2.76% 20 DMAL DANMAR LINES LTD 6224 -1.90% 21 SYLC SUZHOU YUN LOGISTICS TECHNOLOGY CO LTD 5994 71.73% 22 RSLC RS LOGISTICS LIMITED 5960 50.03% 23 UULN US UNITED LOGISTICS (NINGBO) INC 5901 -3.20% 24 CWQG CIMC WETRANS LOGISTICS TECHNOLOGY (HONG KONG) COMPANY LIMITED 5769 -13.08% 25 MCLM MCL-MULTI CONTAINER LINE INC 5189 18.49% 26 PPIL PUDONG PRIME INTL LOGISTICS INC 5147 2.63% 27 THGL T H I LOGISTICS CO LTD 5132 21.94% 28 CTYO CITY OCEAN LOGISTICS CO LTD 4840 18.58% 29 CGLS CASIA GLOBAL LOGISITICS CO LTD 4817 24.06% 30 CGGM CASTLEGATE LOGISTICS INC 4622 95.10% 31 UASI UPS ASIA GROUP PTE LTD 4596 2.58% 32 FEVM FOUREVER INTERNATIONAL LIMITED 4264 59.79% 33 SZIL SHANGHAI ZEHONG INTERNATIONAL LOGISTICS CO LTD 4065 78.45% 34 CIEC CAS INTERNATIONAL CO LTD 3940 -11.57% 35 COHE COHESION FREIGHT (HK) LIMITED 3553 2.04% 36 PYMN PYRAMID LINES SINGAPORE PTE LTD 3539 32.87% 37 GFSH GLOBAL FREIGHT SERVICES USA LLC 3509 -5.68% 38 ASFN ASF GLOBAL LLC 3442 17.84% 39 WWLL WORLDWIDE LOGISTICS CO LTD 3428 12.79% 40 NPSC NINGBO PORT SOUTHEAST LOGISTICS GROUP CO LTD 3192 15.45% 41 UPOF UPS OCEAN FREIGHT SERVICES INC 3096 1.79% 42 GOLA GREAT OCEAN LINE PTE LTD, THE 3080 -29.40% 43 SVIV SHANGHAI EVEREST INTERNATIONAL LOGISTICS CO LTD 2935 38.72% 44 GSDR GUANGDONG SEA-DREAMS LOGISTICS TECHNOLOGY CO LTD 2803 302.99% 45 NXHS NINGBO X-H SUPPLY CHAIN MANAGEMENT CO LTD 2694 2.90% 46 BKGA BARKLAYS LOGISTICS CO LTD 2673 30.58% 47 NCZL NEW CHAIN LOGISTICS CO LIMITED 2479 15.10% 48 FSIH FOREST SHIPPING WORLDWIDE LIMTED 2468 54.72% 49 EFLR EFL CONTAINER LINES LLC 2451 51.06% 50 SNTK SUN TRACK EXPRESS 2438 3.11% 51 SABC STAR ASIA INTERNATIONAL INC 2427 26.35% 52 DWSH DALIAN WANLIAN SUPPLY CHAIN MANAGEMENT CO LTD 2403 1321.62% 53 RWRD ROUND-THE-WORLD LOGISTICS (USA) CORP 2343 31.28% 54 PSEA PACIFIC STAR EXPRESS (CHINA) CO LTD 2325 21.13% 55 SAKQ SHANGHAI ALL-LINK LOGISTICS CO LTD 2290 0.83% 56 PLKQ PACIFIC LINK INTL FREIGHT FORWARDING CO LTD 2211 16.57% 57 NGWI NINGBO GET WIN INTERNATIONAL LOGISTICS CO LTD 2158 3.79% 58 MIGC MASTER INTERNATIONAL LOGISTICS (CHINA) CO LTD 2149 -1.54% 59 SHNL SHINE INTERNATIONAL TRANSPORTATION (HONG KONG) LIMITED 2091 19.67% 60 PVID PENAVICO INTERNATIONAL LOGISTICS CO LTD 2064 12.51% 61 ALON ACETRANS LOGISTICS LIMITED 2026 67.85% 62 CHIA CHINATRANS INTERNATIONAL LIMITED 2011 -19.65% 63 AIGB AIR TIGER LOGISTICS (HK) LIMITED 2010 -11.75% 64 GUGW GUANGDONG MANBIN LOGISTICS SUPPLY CHAIN CO LTD 1995 96.55% 65 OOCO OOCL LOGISTICS LINE LIMITED 1982 7.51% 66 CCLL CARGO CONTAINER LINE LIMITED 1945 28.40% 67 ZIMT ZIM LOGISTICS (CHINA) CO.,LTD. 1895 #N/A 68 SCQH SCANWELL CONTAINER LINE LTD 1813 -2.88% 69 NQIC NINGBO QICHEN INTERNATIONAL LOGISTICS CO LTD 1795 12.61% 70 LUFR LAUFER GROUP INTERNATIONAL LTD 1753 2.03% 71 AWFD ALL-WAYS FORWARDING INTERNATIONAL INC 1743 -4.37% 72 BWLE BLUE WORLD LINE 1737 -12.73% 73 BOPT BDP TRANSPORT, INC 1689 -22.99% 74 OBLM OCEAN BRIDGE LOGISTICS CO LIMITED 1688 -4.29% 75 KYSI KAIYUAN SHIPPING CO LTD 1682 -14.36% 76 FTNV FEDEX LOGISTICS INC 1673 29.68% 77 KWEO KINTETSU WORLD EXPRESS INC 1625 -4.95% 78 DISO DELTRANS INTERNATIONAL SHIPPING CORPORATION 1589 194.37% 79 QZID QINGDAO ZHONGFU INT'L LOGISTICS COM LTD 1552 43.71% 80 RDIH RONGHANG (DONGGUAN) INTERNATIONAL FREIGHT FORWARDING CO LTD 1535 86.94% 81 MFGT MAINFREIGHT INC 1534 -10.85% 82 MLCW MCLEAN CARGO SPECIALISTS (DIVISION OF CRANE WORLDWIDE LOGISTICS LLC) 1506 7.79% 83 NKIL NINGBO KINGDOM INTERNATIONAL LOGISTICS CO LTD 1505 11.25% 84 WWOL WORLDWIDE LOGISTICS LTD (WORLDWIDE OCEAN LINE WORLDWIDE LOGISTICS (USA)) 1497 11.18% 85 SKEM SHENZHEN KOK E COMMERCE LOGISTICS CO LTD 1486 51.50% 86 NIOG NINGBO OURAN SUPPLY CHAIN MANAGEMENT CO LTD 1457 52.33% 87 UNQL UNIQUE LOGISTICS INTERNATIONAL (H K) LTD 1457 0.90% 88 SPNP SHENZHEN PACIFIC-NET 1434 21.54% 89 YESL YES LOGISTICS CORP 1434 657.73% 90 SGLS SGL EXPRESS LINE 1409 -1.15% 91 SDZH SHANGHAI LEAD TRANS INTL LOGISTICS CO LTD 1395 31.77% 92 PLGJ PATSON LOGISTICS LIMITED 1372 28.62% 93 STND SINOTRANS LIMITED 1370 197.31% 94 NWTQ NINGBO WHOL TAC SUPPLY CHAIN CO LTD 1327 37.52% 95 YASV YUSEN LOGISTICS (AMERICAS) INC 1289 24.90% 96 ZHJL ZHEJIANG TRANSEAGO LOGISTICS CO LTD 1279 #N/A 97 SNYL SUNNY LINE 1273 17.27% 98 JHJT JHJ INTERNATIONAL TRANSPORTATION CO LTD 1270 -12.20% 99 TTOG TT OCEAN LOGISTICS LLC 1241 71.53% 100 BGPL BRILLIANT GROUP LOGISTICS CORP 1240 -28.29%

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