Bernstein_供应链脉搏检查：贸易增长分叉

报告摘要

Supply Chain Pulse Check: Bifurcating trade growth alex.irving@bernsteinsg.com david.vernon@bernsteinsg.com

核心要点

20 November 2025
18 Nov
42.07
42.80
2.75
2.97
3.40
15.3

报告信息

文件全名: 《Bernstein_供应链脉搏检查：贸易增长分叉-62页.pdf》
适合读者: 战略规划行业研究员
核心数据: fine (+5% globally) while the Transpacific Eastbound remained soft (-8%, vs -12% in
Robust volumes, US the weak spot. Global trade volumes increased by 3.6% YoY in
August, led by a 7% rise in emerging market exports while the US declined (-3.6%). On the
Ocean: volumes +5% in September, rates snapping a losing streak… but for how
long? Volumes increased +5% In September, up from +3% in August, with YTD growth
核心议题: 管理咨询

常见问题

《Bernstein_供应链脉搏检查：贸易增长分叉》主要包含哪些内容?

Supply Chain Pulse Check: Bifurcating trade growth alex.irving@bernsteinsg.com david.vernon@bernsteinsg.com核心数据:fine (+5% globally) while the Transpacific Eastbound remained soft (-8%, vs -12% in;Robust volumes, US the weak spot. Global trade volumes increased by 3.6% YoY in;August, led by a 7% rise in emerging market exports while the US declined (-3.6%). On the。

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