最航运 | 独家首发最新5月中国-美国NVOCC货代排名！以及全球供应链最新趋势！

我是最航运丹尼斯，今天主题是刚刚新鲜出炉的美国海关5月进口数据和全球供应链的最新趋势，我们一起来看下。欢迎给自己公司或者合作伙伴打Call。

0、美西劳工谈判参考最航运昨天推送或者视频号即可，有进一步动态会及时更新 2023-06-03

1、根据最航运监测，2023年5月美国从中国大陆进口货量为923,524TEUs，同比2022年5月的1,122,478TEUs下降17.7%。

2、2023年5月美国总进口量为2,431,135TEUs，2022年5月美国总进口量为2,893,711TEUs，同比下降幅度为16.0%。所以从中国大陆进口货量占美国总进口量的比例从38.8%降到了38.0%.

3、我们也看下其它国家和地区出口到美国的货量变化，包括中国香港和中国台湾。

Rank Port of Lading Country/Region Name May 2023 May 2022 YoY 1 China 923524.867 1122478.812 -17.72% 2 South Korea 169338.911 206307.042 -17.92% 3 Vietnam 143109.644 188079.414 -23.91% 4 Taiwan 76158.942 104313.805 -26.99% 5 Germany 75677.153 89653.569 -15.59% 6 Mexico 68098.646 82461.236 -17.42% 7 India 66150.533 90325.088 -26.76% 8 Canada 65850.12 42571.958 54.68% 9 Singapore 65495.805 78015.731 -16.05% 10 Spain 54272.905 67822.312 -19.98% 11 Belgium 54129.434 72472.999 -25.31% 12 Italy 52950.824 65900.797 -19.65% 13 Panama 49636.324 54322.396 -8.63% 14 Thailand 46954.315 46833.365 0.26% 15 Guatemala 37248.179 41429.246 -10.09% 16 Netherlands 35215.393 35152.698 0.18% 17 Japan 32811.145 37952.264 -13.55% 18 Brazil 28694.729 30047.852 -4.50% 19 Dominican Republic 28174.8 28299.362 -0.44% 20 Costa Rica 24800.005 24931.757 -0.53% 21 Honduras 24641.758 31156.039 -20.91% 22 Hong Kong 23222.616 34922.334 -33.50% 23 Colombia 22764.536 21777.133 4.53% 24 Malaysia 21769.186 33691.498 -35.39% 25 United Kingdom 21339.327 18017.716 18.44% 26 Turkey 20996.331 20160.026 4.15% 27 Jamaica 18419.826 13545.481 35.99% 28 Sri Lanka 16360.18 18312.029 -10.66% 29 France 15996.938 23247.573 -31.19% 30 Portugal 15613.759 13107.605 19.12% 31 Bahamas 12666.326 26198.857 -51.65% 32 New Zealand 10416.073 9263.936 12.44% 33 Pakistan 8787.981 10812.77 -18.73% 34 Oman 7178.262 11652.273 -38.40% 35 Australia 7036.541 8097.032 -13.10% 36 Israel 6219.265 7158.022 -13.11% 37 Ecuador 5578.25 5364.991 3.98% 38 Greece 5317.071 4239.231 25.43% 39 Virgin Islands (U.S.) 5239.986 3953.356 32.55% 40 South Africa 4972.254 2913.715 70.65%

4、5月中国大陆-美国NVOCC货代货量排名！以NVOCC SCAC代码对应货量排序，这里需要指出的是不少公司的NVOCC注册名与其被大家所熟知的品牌名会有所不同。比如C.H. Robinson的CHRISTAL LINES，Kuehne + Nagel的BLUE ANCHOR，DHL Global Forwarding的DANMAR LINES，M+R的MCL-MULTI CONTAINER LINE，CEVA Logistics的PYRAMID LINES，包括DB Schenker今年刚启用的NVOCC名GREAT OCEAN LINE PTE LTD。有公司统一SCAC比如Kerry统一了Apex和Topocean，也有公司仍在用多个SCAC CODE。最新的排名中也有多家新面孔特别是本土公司表现优秀，欢迎读者们喊出它们的名字为它们打Call！

Rank NVOCC SCAC Name TEU 1 KFUN KERRY FREIGHT (USA) INC 27456 2 OERT ORIENT EXPRESS CONTAINER CO LTD 16294 3 CHSL CHRISTAL LINES 16063 4 HNLT HONOUR LANE SHIPPING LTD 14973 5 EXDO EXPEDITORS INTERNATIONAL OF WASHINGTON INC 14382 6 BANQ BLUE ANCHOR AMERICA LINE (BLUE ANCHOR LINE) 14299 7 AMZD AMAZON CHINA AMAZON.CN AMAZON GLOBAL LOGISTICS CHINA 13837 8 HYSL HECNY SHIPPING LIMITED 12096 9 FLXT FLEXPORT INTERNATIONAL LLC 10909 10 DWCH DEWELL CONTAINER SHIPPING 9336 11 SFOK SAFROUND LOGISTICS CO LTD 8532 12 DFDS DSV OCEAN TRANSPORT A/S 8165 13 TXSL TAICANG XINTAI INTERNATIONAL SHIPPING AGENCY CO LTD 8117 14 SMMB SEAMASTER LOGISTICS INC 7463 15 CHQF CHINA INTERNATIONAL FREIGHT CO LTD 7156 16 SXCO SINPEX CONNECTION LOGISTICS LTD 6810 17 DMAL DANMAR LINES AG 5745 18 PPIL PUDONG PRIME INTL LOGISTICS INC 5690 19 OSTI ORIENT STAR TRANSPORT INTL LTD 5586 20 CWQG CIMC WETRANS LOGISTICS TECHNOLOGY (HONG KONG) COMPANY LIMITED 5408 21 UASI UPS ASIA GROUP PTE LTD 5238 22 TLKP TRANSLINK SHIPPING INC 5125 23 UULN US UNITED LOGISTICS (NINGBO) INC 4933 24 MCLM MCL-MULTI CONTAINER LINE INC 4831 25 MLIL MAXWIDE LOGISTICS INC 4779 26 RSLC RS LOGISTICS LIMITED. 4508 27 CGLS CASIA GLOBAL LOGISITICS CO LTD 4472 28 CIEC CAS INTERNATIONAL CO LTD 4452 29 GOLA GREAT OCEAN LINE PTE LTD, THE 4201 30 GFSH GLOBAL FREIGHT SERVICES USA LLC 3993 31 CTYO CITY OCEAN LOGISTICS CO LTD 3864 32 PYMN PYRAMID LINES SINGAPORE PTE LTD 3819 33 WWLL WORLDWIDE LOGISTICS CO LTD 3582 34 COHE COHESION FREIGHT (HK) LIMITED 3493 35 PXWS PANEXWD SUPPLY CHAIN INC 3228 36 FEVM FOUREVER INTERNATIONAL LIMITED 2922 37 NPSC NINGBO PORT SOUTHEAST LOGISTICS GROUP CO LTD 2831 38 ALON ACETRANS LOGISTICS LIMITED 2622 39 UPOF UPS OCEAN FREIGHT SERVICES INC 2616 40 CHIA CHINATRANS INTERNATIONAL LIMITED 2576 41 MOSJ MULTIMODAL OCEAN SERVICES COMPANY INTERNATIONAL LIMITED 2440 42 SNTK SUN TRACK EXPRESS 2393 43 NXHS NINGBO X-H SUPPLY CHAIN MANAGEMENT CO LTD 2249 44 YJIF YIWU JUYI INTERNATIONAL FREIGHT FORWARDING CO LTD 2226 45 MIGC MASTER INTERNATIONAL LOGISTICS (CHINA) CO LTD 2222 46 NCZL NEW CHAIN LOGISTICS CO LIMITED 2216 47 SAKQ SHANGHAI ALL-LINK LOGISTICS CO LTD 2212 48 THGL T H I LOGISTICS CO LTD 2206 49 BKGA BARKLAYS LOGISTICS CO LTD 2182 50 EFLR EFL CONTAINER LINES LLC 2181 51 ASFN ASF GLOBAL LLC 2146 52 AWFD ALL-WAYS FORWARDING INTERNATIONAL INC 2092 53 BOPT BDP TRANSPORT, INC 2088 54 NGWI NINGBO GET WIN INTERNATIONAL LOGISTICS CO LTD 2004 55 SYLC SUZHOU YUN LOGISTICS TECHNOLOGY CO LTD 1955 56 TLDM TIANSHI LOGISTICS CO LIMITED 1899 57 FTNV FEDEX TRADE NETWORKS TRANSPORT & BROKERAGE INC 1890 58 RWRD ROUND-THE-WORLD LOGISTICS (USA) CORP 1865 59 PSEA PACIFIC STAR EXPRESS (CHINA) CO LTD 1796 60 SVIV SHANGHAI EVEREST INTERNATIONAL LOGISTICS CO LTD 1770 61 PLKQ PACIFIC LINK INTL FREIGHT FORWARDING CO LTD 1721 62 PSHV PASHA INTERNATIONAL 1690 63 EMLT EM-LINES LIMITED 1681 64 CCLL CARGO CONTAINER LINE LIMITED 1677 65 BWLE BLUE WORLD LINE 1668 66 PVID PENAVICO INTERNATIONAL LOGISTICS CO LTD 1641 67 GOAG GLOBAL OCEAN AGENCY LINES LLC 1640 68 SABC STAR ASIA INTERNATIONAL INC 1613 69 BGPL BRILLIANT GROUP LOGISTICS CORP 1593 70 OBLM OCEAN BRIDGE LOGISTICS CO LIMITED 1587 71 SCQH SCANWELL CONTAINER LINE LTD 1581 72 FSIH FOREST SHIPPING WORLDWIDE LIMTED 1558 73 MFGT MAINFREIGHT INC 1545 74 SHNL SHINE INTERNATIONAL TRANSPORTATION (HONG KONG) LIMITED 1536 75 SYGY SEASKY LOGISTICS CO LTD 1500 76 LUFR LAUFER GROUP INTERNATIONAL LTD 1484 77 AIGB AIR TIGER LOGISTICS (HK) LIMITED 1465 78 UNQL UNIQUE LOGISTICS INTERNATIONAL (H K) LTD 1432 79 HDWC HEADWIN LOGISTICS CO LTD 1400 80 USCK US PACIFIC TRANSPORT INC 1382 81 KYSI KAIYUAN SHIPPING CO LTD 1380 82 GBOR GLOBAL TRANSPORTATION CORPORATION 1340 83 UCMI UNITED CARGO MANAGEMENT INC 1334 84 CGGM CASTLEGATE LOGISTICS INC 1287 85 WWOL WORLDWIDE LOGISTICS GROUP INC 1267 86 PUSJ PELORUS SHIPPING LINE LIMITED 1260 87 SMLY SHENZHEN MIRAGE LOGISTICS LIMITED 1245 88 WSJO WYD (SHA) SUPPLY CHAIN MANAGEMENT CO LTD 1230 89 TSVC TRANS SERVICE LINE 1215 90 LUCN LONGSAIL USA CORPORATION 1208 91 OOCO OOCL LOGISTICS LINE LIMITED 1192 92 KWEO KINTETSU WORLD EXPRESS INC 1185 93 SDBJ SAVINO DEL BENE USA INC 1175 94 YASV YUSEN LOGISTICS (AMERICAS) INC 1114 95 SNYL SUNNY LINE 1109 96 SKEM SHENZHEN KOK E COMMERCE LOGISTICS CO LTD 1104 97 PGCV PROSHIPPING GROUP CORP 1089 98 SPNP SHENZHEN PACIFIC-NET 1082 99 KSHV KING SHIPPING COMPANY 1069 100 SZIL SHANGHAI ZEHONG INTERNATIONAL LOGISTICS CO LTD 1064 101 CITV CTS INTERNATIONAL LOGISTICS CORPORATION LIMITED 1064 102 ELCM EVERSTAR LOGISTICS CO LTD 1061 103 MXYM MATRIX SUPPLY CHAIN MANAGEMENT (SHANGHAI) CO LTD 1021 104 ILCD INTERFREIGHT LOGISTICS CO LTD 1017 105 GLVV GREAT LINK LOGISTICS CO LTD 978 106 ELNV EUMEX LINE NINGBO LIMITED 973 107 EIHK EGF INTERNATIONAL (HONG KONG) LIMITED 969 108 DNCY DYNAMIC NETWORK CONTAINER LINE LTD 962 109 NQIC NINGBO QICHEN INTERNATIONAL LOGISTICS CO LTD 954 110 SWOE SEKO WORLDWIDE 954 111 SDZH SHANGHAI LEAD TRANS INTL LOGISTICS CO LTD 947 112 DLHT DT LOGISTICS (HK) LTD 945 113 DSVF DSV OCEAN TRANSPORT 943 114 JHJT JHJ INTERNATIONAL TRANSPORTATION CO LTD 920 115 NWTQ NINGBO WHOL TAC SUPPLY CHAIN CO LTD 909 116 MIQO MIQ LOGISTICS 908 117 BLME BLUE LOTUS OCEAN LINE LIMITED 908 118 MLCW MCLEAN CARGO SPECIALISTS (DIVISION OF CRANE WORLDWIDE LOGISTICS LLC) 907 119 MOLW MOL WORLDWIDE LOGISTICS, LIMITED 901 120 NEDF NIPPON EXPRESS CO LTD 874 121 UPSP UNIPAC SHIPPING INC 873 122 RRKK RITIME GROUP INC 846 123 ASWW AIR SEA WORLDWIDE LOGISTICS LTD 842 124 RLUS ROHLIG USA LLC 828 125 AIWL AIT WORLDWIDE LOGISTICS INC 823 126 ZESC ZHEJIANG EQUATOR SUPPLY CHAIN CO LTD 822 127 PLGJ PATSON LOGISTICS LIMITED 788 128 SYGO SKY G LOGISTICS LIMITED 773 129 SUWB SUNPOWER LOGISTICS SDN BHD 763 130 ZTIL ZHEJIANG TONY INTERNATIONAL LOGISTICS CO LTD 756 131 OIAG OIA GLOBAL LOGISTICS 738 132 PACJ P A C OCEAN LINES 737 133 FGFQ FULLTRANS GLOBAL LINES 727 134 QZID QINGDAO ZHONGFU INT'L LOGISTICS COM LTD 703 135 DWSD DA WU SUPPLY CHAIN MANAGEMENT CO LTD 697 136 DISO DELTRANS INTERNATIONAL SHIPPING CORPORATION 695 137 TGFH TOLL GLOBAL FORWARDING (HONG KONG) LIMITED 693 138 NAQA NACA (VANGUARD LOGISTICS SERVICES) 685 139 SGLS SGL EXPRESS LINE 657 140 PNVO PENAVICO 653 141 WLSI WHALE LOGISTICS (SHANGHAI) COMPANY LIMITED 643 142 STIW SEA TRADE INTERNATIONAL INC 633 143 EBLA EURYBIA LOGISTICS INC 619 144 GBII GOLDEN BRIDGE INTERNATIONAL INC 616 145 FSGT FOUR SEASON LOGISTICS CORPORATION 603 146 GSDR GUANGDONG SEA-DREAMS LOGISTICS TECHNOLOGY CO LTD 596 147 OSCD OUHUA SUPPLY CHAIN MANAGEMENT CO LTD 596 148 ELGD ELG LOGISTIC 590 149 TTOG TT OCEAN LOGISTICS LLC 582 150 SEMD SEA-MAID INTERNATIONAL TRANSPORTATION AGENCY CO LTD 577 151 GAEH GUANGZHOU ANCHOR LOGISTICS CO LTD 564 152 BVLV BON VOYAGE LOGISTICS INC 561 153 ONPL OCEAN NAVIGATOR EXPRESS LINE 560 154 MALY MALLORY TRANSPORTATION 549 155 GBWQ GEBRUDER WEISS INC 548 156 SQFN SHIFL INC 530 157 DBGJ DONGGUAN BOSS INTERNATIONAL LOGISTICS CO LTD 528 158 EWLG EAST-WEST LOGISTICS INC 527 159 SKEP SUPERIOR BROKERAGE SERVICES INC 521 160 ZDSM ZHEJIANG DONGLIXIN SUPPLY CHAIN MANAGEMENT CO LTD 510 161 VIFC VITA INTERNATIONAL FREIGHT CO LTD 510 162 STND SINOTRANS LIMITED 509 163 SHPT SHIPCO TRANSPORT INC 508 164 SZQE SHANGHAI MAGICAL LOGISTICS CO LTD 503 165 ANWM AMERICAN NEW LOGISTICS SERVICE CO LTD 502 166 ABFB ARC BEST INTERNATIONAL INC 500 167 TECB TRIPLE EAGLE CONTAINER LINE LTD 497 168 AEAS AMERICANA EXPRESS (SHANDONG) CO LTD 497 169 NIAV NINGBO BONDED AREA XINLIANDA LOGISTICS CO LTD 496 170 DYLG DYNA LOGISTICS INC 495 171 ASTI AIR SEA TRANSPORT INC 493 172 DSCH DANUBAL SUPPLY CHAIN SOLUTIONS CO LTD 490 173 NCAC NINGBO CHAOSHENG INTERNATIONAL LOGISTICS CO LTD 490 174 TSIJ TOP SEALAND INTERNATIONAL CO LTD 488 175 WLIR W & L INTERNATIONAL EXPRESS INC 474 176 SSNF SHANGHAI SUPREME INTERNATIONAL FREIGHT FORWARDING CO LTD 469 177 ECUW ECU WORLDWIDE 467 178 SZNQ SHENZHEN SHINING OCEAN INTERNATIONAL LOGISTICS CO LTD 463 179 SZJD SHENZHEN JIUFANG E-COMMERCE LOGISTICS LIMITED 460 180 WIDR WIDER LOGISTICS LIMITED 459 181 MOXR MORRISON EXPRESS CORPORATION (U S A) 455 182 TIJF TIJ FREIGHT SERVICES CO LTD 450 183 WECD WEIDA FREIGHT SYSTEM CO LTD 436 184 KLQI KESCO LOGISTICS INC 435 185 SBYE SHANGHAI BA-SHI YUEXIN LOGISTICS DEVELOPMENT CO LTD 434 186 VHFL VANTEC HTS FORWARDING LTD 428 187 NFIO NORTHSTAR FREIGHT INTERNATIONAL INC 428 188 OATJ ORIENTAL AIR TRANSPORT SERVICE INC 426 189 CNIH CHINAARTS INTERTRANS (SHANGHAI) CO LTD 426 190 AEIG AMERICAN INTERNATIONAL CARGO SERVICE INC 421 191 TKIB TRANS KNIGHTS INC 419 192 KWLD KINGWOOD LOGISTICS LTD 418 193 NHLB NINGBO HAPPYPORT LOGISTICS CO LTD 418 194 SMCM SHENZHEN MEGA INTERNATIONAL CO LTD 418 195 WMID WE-MAY INT'L LOGISTICS CO LTD 416 196 SDMR SPEEDMARK INTERNATIONAL LTD 411 197 TQPI TOPASIA INTERNATIONAL LOGISTICS CO LIMITED 406 198 PRIM PRIME SHIPPING INTERNATIONAL INC 392 199 ALCE AEROSHIPPING LOGISTICS (SHANGHAI) CO LTD 391 200 TRUM TRIUMPH LINK LOGISTICS LTD 386 201 KLSQ KWISE LOGISTICS (SHANDONG) CO LTD 375 202 TWIC TRANS WAGON INTL CO LTD 373 203 SQHN SHANGHAI SHANGHONG SUPPLY CHAIN MANAGEMENT CO LTD 370 204 SZLO SHENZHEN ZBAO LOGISTICS CO LTD 370 205 XPOO RXO FREIGHT FORWARDING INC (F/K/A XPO GLOBAL FORWARDING INC) 359 206 FTPA FASTIC SHIPPING CO LTD 358 207 SZCR SHENZHEN CHINA PROGRESS INTERNATIONAL FORWARDING CO LTD 358 208 NGFK NINGBO FINE LINK INTERNATIONAL FREIGHT FORWARDING CO LTD 357 209 CIYS CIMC TSD SUPPLY CHAIN SERVICES CO LTD 357 210 SZYM SHENZHEN YTAD FREIGHT FORWARDING CO LIMITED 357 211 GHSE GREAT HILL SUPPLY CHAIN TECHNOLOGY (NINGBO) CO LTD 356 212 ECXS EURO CARGO EXPRESS INC 355 213 PEVH PORTEVER SHIPPING LTD 352 214 SJKH SUPER LINKING LOGISTICS CO LTD 350 215 TONR TRANSCON SHIPPING COMPANY INC 348 216 WLSM WORLDTRANS LOGISTICS SERVICES LIMITED 347 217 OWLV OW LOGISTICS USA LLC 344 218 EVOS EVER OCEAN SUPPLY CHINA CO LTD 342 219 AMIG AMASS INTERNATIONAL GROUP INC 342 220 HUAF HUA FENG (USA) LOGISTICS INC 341 221 OTED ON TIME SHIPPING LINE LTD 339 222 TOPO TOPOCEAN CONSOLIDATION SERVICE (LOS ANGELES) INC 337 223 THAP TIANJIN HOPE SUPPLY CHAIN MANAGEMENT CO LTD 334 224 THFH THREE FORT LOGISTICS INC 331 225 TZCL T-Z CARGO LTD 330 226 CCLT CASA CHINA LIMITED 329 227 NKIL NINGBO KINGDOM INTERNATIONAL LOGISTICS CO LTD 323 228 SIGL SEAMARK INTERNATIOINAL LOGISTICS CO LTD 316 229 SQPG S GROUP CHINA LOGISTICS CO LTD 313 230 LKTI LINKTRANS LOGISTICS CO LTD 310 231 UQIS UQI SHIPPING INC 310 232 JTNG J & T INTL LOGISTICS CO LTD 306 233 SJJN SHANGHAI HUIHANG JIEXUN NETWORK TECHNOLOGY CO LTD 303 234 SZIW SHENZHEN EAC INTERNATIONAL TRADING AND LOGISTICS LIMITED 300 235 CHKM CHARTER LINK LOGISTICS LIMITED 295 236 PICJ PACTRA INTERNATIONAL CO LTD 294 237 GUBH GUANGZHOU UNIPEARL BUSINESS AND LOGISTICS CO LTD 292 238 RHLS RICOH LOGISTICS CORPORATION 292 239 HIHN HIGH LINK LINE INC 292 240 MIDG MID AMERICA OVERSEAS (SHANGHAI) LTD 290 241 KLNL KLN CONTAINER LINE LIMITED 287 242 ACXC AIR-CITY XIAMEN FREIGHT INTL CO LTD 286 243 HSCP HUANJI SUPPLY CHAIN MANAGEMENT CO LTD 285 244 QYLG QINGDAO YARAN LOGISTICS CO LTD 277 245 AWOS AWOT GLOBAL LOGISTICS (USA) CORP 276 246 LSCV LF SUPPLY CHAIN MANAGEMENT CO LTD 269 247 TZWH TWTH EXPRESS 267 248 ANEO AT CONTAINER LINE LIMITED 267 249 AGOG ARGOS GROUP INC 267 250 LIST LEMAN A/S 263 251 CFUI CROWNFU LOGISTICS INC 262 252 ACGD ACE LOGISTICS CO LTD 260 253 JYCV JOYCARGO FREIGHT SERVICE (SHENZHEN) CO LTD 257 254 ACDF ACS LINES 253 255 ANIJ ALLIANCE INTERNATIONAL 251 256 AFGJ ACCUFREIGHT GROUP 250 257 SDVO SHANGHAI DREAM ASIA INTERNATIONAL LOGISTICS CO LTD 250 258 DCID D & C INTERNATIONAL LOGISTICS CO LTD 249 259 BNXC BINEX LINE CORPORATION 247 260 WECS WYNN EXPRESS CORP 246 261 EILP EASTRONG INTERNATIONAL LOGISTIC COMPANY 246 262 TXSV TPL (XIAMEN) SUPPLY CHAIN MANAGEMENT CO LTD 245 263 SMWJ SHANGHAI MILKYWAY CHEMICAL LOGISTICS CO LTD 244 264 HCLE HELVETIA CONTAINER LINE 241 265 MGNG MIRAGROWN LOGISTICS CORPORATION 236 266 GCLE GLOBAL CONTAINER LINE 234 267 ORLC ORIENTAL LOGISTICS GROUP LIMITED 233 268 SLQG SUNWORLD LOGISTICS (QINGDAO) CO LTD 232 269 ZJKY ZHE JIANG KAI YA INTERNATIONAL SUPPLY CHAIN CO LTD 232 270 IEXI INTERTRANS EXPRESS INC 231 271 DEJR DEKSU E-COMMERCE LOGISTICS (GUANGZHOU) CO LTD 228 272 CULO CITY UNION LOGISTICS CO LTD 223 273 SXTS SHENZHEN XINHE INTERNATIONAL LOGISTICS CO LTD 223 274 EQAC EIPI QINGDAO SUPPLY CHAIN MANAGEMENT CO LIMITED 218 275 CTCG CTC LOGISTICS (L A) INC 215 276 AOCD ACCORD LOGISTICS CO LTD 212 277 MGON MEGA LOGISTICS LTD 211 278 SFRY SHANGHAI FINIGATE INTEGRATED LOGISTICS CO LTD 211 279 GFVA GRAND FREIGHT SERVICE LTD 210 280 EIFB EVERGLORY INTERNATIONAL FORWARDING CO LTD 209 281 LFFW LACONIC FREIGHT INTERNATIONAL LTD 209 282 NDAM NINGBO DEVTRANS SUPPLY CHAIN MANAGEMENT CO LTD 208 283 TGBJ TEAM GLOBAL LOGISTICS CO LTD 207 284 ZYIA ZHEJIANG YINGHE INTERNATIONAL LOGISTICS CO LTD 206 285 SFPN SHENZHEN FERTILE PLAN INT'L LOGISTICS CO LTD 204 286 XRAI XIAMEN R EVER INTERNATIONAL LOGISTICS CO LTD 203 287 SNCR SHINE SUPPLY CHAIN CO LTD 201 288 ELCK EUSU LOGISTICS CO LTD 200 289 FGNL FASTGROW INTERNATIONAL CO INC 199 290 TVLC T V L CONTAINER LINE 198 291 PLUA PANDA LOGISTICS USA INC 197 292 USGQ UNITED STONE GLOBAL LOGISTICS INC 196 293 PGSM PEGASUS MARITIME INC 195 294 QYIL QINGDAO YANUO INTERNATIONAL LOGISTICS CO LTD 195 295 YESL YES LOGISTICS CORP 194 296 DILH DELE INTERNATIONAL LOGISTICS CO LTD 194 297 SEOG SHANGHAI EASTERN WORLDWIDE LOGISTICS CO LTD 192 298 WLQG WORLDEX LOGISTICS QINGDAO CO LTD 192 299 FLCS FIBS LOGISTICS (CHINA) LIMITED 190 300 PGBG PIONEER GLOBAL LOGISTICS INC 190

5、看完货代看货主，有仍在与库存做斗争营收净利双降的货主，也有营收净利双超预期的货主比如我在视频号发的lululemon。lululemon在截至4月30日的一季报中，收入同比增长24%，净利润2.9亿美元同比增长52.63%，均超预期！值得一提的是，lululemon表示大概10%-15%的利润增长由“空运费的下降” 共同推动。同时，刚好库存增长24%与营收增长率保持一致，也表明lululemon的供应链正在正常化。此外，lululemon将其“全渠道”零售模式、快时尚风格的产品“Drops”和国际影响力包括一骑绝尘同比增长79%的中国市场列为增长动力。根据最航运的监测，虽然Lululemon仍在扩张，但同赛道的运动服装竞争对手们显然表现不佳，进口量同比明显下降。继第一季度下降29%之后，4月份进口货量同比下降31%，使得单月进口量处于10年来4月的最低水平。这反映了消费者购买模式的变化以及零售商仍在去库存和恢复正常季节性活动模式的进程中。

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