🚨COSCO on 9M-2025: Strong Volumes, Weak Pricing!
💡Rates down, margins crushed, but volumes hit record highs.
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🔥 Greetings, Maritime Mavericks!
COSCO SHIPPING Lines — the world’s 3rd-largest container carrier — has delivered a 9M performance that perfectly captures today’s global shipping reality:
✅ Volumes are booming across every major trade lane.
✅ Revenue is shrinking even with higher cargo liftings.
✅ Unit income is falling sharply as oversupply crushes pricing power.
✅ Profitability is under pressure despite strong operational scale.
This is not a COSCO problem — it’s the era the industry has entered: high volumes, weak rates, and an oversupplied market with no immediate relief.
Let’s break down the real picture from COSCO SHIPPING Lines
🔍 Top 10 Facts on 9M 2025
📊 Key Ratios for Decision-Makers
🌍 Why Cosco Is Feeling the Pressure?
⚓ Cosco - Tactical Response
✅ What COSCO Figures Really Means for the Industry?
🔍Top 10 Facts on 9M-2025
1️⃣ Cargo Volume: 14.31M TEU (+6.6% YoY)
💡COSCO is growing faster than global demand, signaling strong customer stickiness and network scale.
2️⃣ International Volume: 9.88M TEU (+4.2%)
💡All east–west corridors saw positive expansion — rare in 2025’s uneven demand environment.
3️⃣ Mainland China Volume: 4.43M TEU (+12.1%)
💡Domestic–international integration continues to strengthen COSCO’s home-market engine.