Focusing on Logistics event | Many ships announced the first half of the year!
- Author:sofreight.com
- Source:sofreight.com
- Release Date:2023-08-08
01 Matsky's second quarter revenue of $ 13 billion
A.P. Mueller-Maski released a financial report today, data showing that the performance in the quarter was higher than expected this quarter.Although compared with US $ 21.7 billion in revenue in the second quarter of 2022, the revenue of this quarter fell to US $ 13 billion, the pre -interest rate of interest rates still reached 12.4%.
Based on the performance in the first half of the year, even if the market demand in the second half of the year has further weakened, Maski has adjusted its financial expectations throughout the year.At present, the profit tax depreciation and amortization of the profit will be US $ 95-11 billion, and the pre-interest tax profit is US $ 3.5-5 billion.In the second quarter of 2023, due to the decline in freight and goods, the revenue of shipping business fell from US $ 17.4 billion to $ 8.7 billion year -on -year.
02 Dafei announced the "transcript" in the first half of the year
In the first half of 2023, Dafei Group achieved a total operating income of US $ 25.011 billion, a decrease of 33.7%year -on -year; EBITDA reached US $ 60.28 billion, a year -on -year decrease of 60.6%; EBITDA's profit margin decreased by 26.4 percentage points to 24.1%year -on -year;US $ 10.6 billion decreased to US $ 3.34 billion, a year -on -year decrease of 68.6%.
From the perspective of the sea transport sector, in the second quarter of 2023, total operating income decreased by 47.9%year -on -year to US $ 8.35 billion, and a decrease of 5.8%month -on -month; EBITDA was 2.187 billion US dollars, a year -on -year decrease of 76.0%, a decrease of 28.2%month -on -month; EBITDA's profit margin decreased by 30.7 year -on -year.A percentage point to 26.2%.The freight trading volume of the North -South Line is still very high, but the cross -Pacific and Asia -Europe lines are affected by the slowdown of household consumption and retailers' destocking.
For the shipping industry, in the second quarter of 2023, Dafei Haiyun completed the volume of 560,000 TEUs, which was relatively stable, a decrease of 0.4%year -on -year, an increase of 11.6%month -on -month.This reflects the seasonality of the business, but also reflects the rise of demand.The average shipping cost of a single box was $ 1491, a year -on -year decrease of 47.7%, and a decrease of 15.6%month -on -month.
03 ONE performance is released!Net profit after tax fell by 91%
Recently, the Marine Connect Shipping (ONE) announced the performance report of the first quarter of fiscal year (April 1st to June 30th, 2023).
During the reporting period, ONE achieved operating income of US $ 3.765 billion, a year -on -year decrease of 58%; the profit tax was 770 million US dollars before EBITDA (EBITDA), a year -on -year decrease of 87%; the net profit after tax was 513 million US dollars, a year -on -year decrease of 91%.
In addition, during the reporting period, ONE realized 2.825 million TEUs, a year -on -year decrease of 4%.
Among them, the volume of Asia-North American east-direction routes is 578,000 TEU, with 82%of the cabin; Asia-North American west-west routes are 291,000 TEUs, the cabin utilization rate is 44%;The cabin utilization rate is 94%; the volume of Asia-Europe eastward routes is 240,000 TEU, and the use of the cabin is 54%.
04 Pacific Shipping announced the first half of the year's performance
Recently, the Pacific Basin of the Hong Kong Ganzhuo Pacific (PACIFIC BASIN) announced the mid -term results as of the first six months of 2023. The company's turnover in the first half of the year was US $ 1.148 million, a decrease of 33%year -on -year;83%, net profit 85.3 million US dollars, a decrease of 82%year -on -year.
According to the Pacific Shipping Report, in the first half of the year, the company purchased a more modern cargo ship, including five large -scale dry loose cargo ships, a super -split -type dry loose cargo ship and a small spiritual stool loose cargo ship. At the same time, at the same timeTwo small Lingling -type dry loose ships with high age of ships are sold to obtain value returns and meet stricter environmental regulations.
Since the beginning of 2021, the load capacity of Pacific Shipping has increased by 6%. At present, the total load capacity has reached 5,300,000 yuan, of which 55%are super -split -type dry loose ships.The company currently has 121 small psychic and ultra -splin -type dry loose ships, and operates about 282 ownership and rental cargo ships in total.
05 long -term agreement freight rate fell by more than 50% year -on -year
The long -term agreement freight index (XSI) of the industry analysis agency Xeneta showed that the XSI fell to 183.6 points in July, a 9.5%decrease from June.The same period last year was 435.2 points, and a sharp drop of 57.8%in a year means that the freight rate paid by the consignor in the Changxie market was less than half a year ago.In addition, 183.6 points were also lower than 200 points in the same period of 2021, becoming the lowest value in two years.
Xeneta analysis said that although the volume of freight in July increased from the previous few months, the global container transportation demand was still declining significantly year -on -year.Those companies that think that they have entered the peak of transportation and the amount of goods will increase, they may become more and more disappointed.
On the other hand, even if the volume of freight is increased, the issue of imbalances in supply and demand will continue to intensify due to the current volume of the delivery of new ships.
06 US truck transportation giant Yellow closed down
The 1999 truck transportation giant Yellow announced the closure of local time on Sunday local time, which will stop operation immediately, causing about 30,000 employees to unemployment.
In terms of employment and income loss, this closure is the largest in the history of the American truck transportation industry.
The company obtained a $ 700 million federal epidemic relief fund in 2020, but failed to reverse its fate. It is currently preparing to apply for bankruptcy and is negotiating all or part of the business.
07 The "flameout" of the auto shipping boat lost over 330 million US dollars
After burning for a full week, the fire of the car transport ship of the "Fremantle Highway" was temporarily extinguished. The fire caused nearly 4,000 new cars on the ship to almost destroy, and the initial estimation of the loss of more than 330 million US dollars (about RMB 2.359 billion).
On the afternoon of August 1, local time, a spokesman at the Dutch Transport and Water Resources Management Department (RijkswaterStaat) said there was no sign that the fire on the ship was still spread, but the fire could still happen again.The test results from the rescue team showed that the situation on the ship was "still stable", and the part of the ship was "still intact" below the water line, and it was not inclined.
The "Fremantle Highway" was caught fire near the AMlan Island in the northern coast of the northern part of the Northern Dutch on July 25, local time.The crew died and injured multiple people.
08 Brazil enables the new customs clearance system process to simplify
Recently, the Brazilian government has begun to use a new customs clearance system to control overseas goods that arrived at the country's international airport. The new system will simplify the processing process of airlifting entry goods clearance.
The import measures for new air cargo will facilitate importers to use digital files to perform customs clearance and release operations on the Internet, which will reduce the intervention of workers required in the customs clearance operation by 90%.
In addition, the government predicted that after the introduction of the new policy, the time required for the release of cargo customs clearance through air transportation methods will also be shortened by about 80%compared with the previous 5 days, and it can be released from 1 day before.The new customs clearance system will double the traffic flow of air freight within two years, and it will also attract foreign investment and increase air import tax.
09 The order volume of the new ship is expected to exceed 50 million yuan per ton
The China Shipping Association recently stated that it is expected that the global shipbuilding volume will be maintained at a high level of 90 million yuan in 2023. The order volume of new ships exceeds 100 million years, and the number of handheld orders will remain at about 220 million yuan.
The completion of my country's shipbuilding will exceed 42 million tons, and the order volume of new ships exceeds 50 million yuan in consolment. The hand -holding ship orders will maintain about 120 million yuan.
10 Mazcia is the fastest growing logistics brand
According to the latest ranking of Brand Finance, Maski is the fastest growing logistics brand with a growth rate of 53%.
This Danish container shipping company has focused on becoming an integrator in the container industry. It invested a lot of funds in the logistics field. At the same time, it was the top position of the world's largest container shipping company.
The second faster logistics brand is DOOR DASH, an increase of 39%, and another container shipping company Dafei Group (CMA CGM) logistics brand value increased by 18%.
A.P. Mueller-Maski released a financial report today, data showing that the performance in the quarter was higher than expected this quarter.Although compared with US $ 21.7 billion in revenue in the second quarter of 2022, the revenue of this quarter fell to US $ 13 billion, the pre -interest rate of interest rates still reached 12.4%.
Based on the performance in the first half of the year, even if the market demand in the second half of the year has further weakened, Maski has adjusted its financial expectations throughout the year.At present, the profit tax depreciation and amortization of the profit will be US $ 95-11 billion, and the pre-interest tax profit is US $ 3.5-5 billion.In the second quarter of 2023, due to the decline in freight and goods, the revenue of shipping business fell from US $ 17.4 billion to $ 8.7 billion year -on -year.
02 Dafei announced the "transcript" in the first half of the year
In the first half of 2023, Dafei Group achieved a total operating income of US $ 25.011 billion, a decrease of 33.7%year -on -year; EBITDA reached US $ 60.28 billion, a year -on -year decrease of 60.6%; EBITDA's profit margin decreased by 26.4 percentage points to 24.1%year -on -year;US $ 10.6 billion decreased to US $ 3.34 billion, a year -on -year decrease of 68.6%.
From the perspective of the sea transport sector, in the second quarter of 2023, total operating income decreased by 47.9%year -on -year to US $ 8.35 billion, and a decrease of 5.8%month -on -month; EBITDA was 2.187 billion US dollars, a year -on -year decrease of 76.0%, a decrease of 28.2%month -on -month; EBITDA's profit margin decreased by 30.7 year -on -year.A percentage point to 26.2%.The freight trading volume of the North -South Line is still very high, but the cross -Pacific and Asia -Europe lines are affected by the slowdown of household consumption and retailers' destocking.
For the shipping industry, in the second quarter of 2023, Dafei Haiyun completed the volume of 560,000 TEUs, which was relatively stable, a decrease of 0.4%year -on -year, an increase of 11.6%month -on -month.This reflects the seasonality of the business, but also reflects the rise of demand.The average shipping cost of a single box was $ 1491, a year -on -year decrease of 47.7%, and a decrease of 15.6%month -on -month.
03 ONE performance is released!Net profit after tax fell by 91%
Recently, the Marine Connect Shipping (ONE) announced the performance report of the first quarter of fiscal year (April 1st to June 30th, 2023).
During the reporting period, ONE achieved operating income of US $ 3.765 billion, a year -on -year decrease of 58%; the profit tax was 770 million US dollars before EBITDA (EBITDA), a year -on -year decrease of 87%; the net profit after tax was 513 million US dollars, a year -on -year decrease of 91%.
In addition, during the reporting period, ONE realized 2.825 million TEUs, a year -on -year decrease of 4%.
Among them, the volume of Asia-North American east-direction routes is 578,000 TEU, with 82%of the cabin; Asia-North American west-west routes are 291,000 TEUs, the cabin utilization rate is 44%;The cabin utilization rate is 94%; the volume of Asia-Europe eastward routes is 240,000 TEU, and the use of the cabin is 54%.
04 Pacific Shipping announced the first half of the year's performance
Recently, the Pacific Basin of the Hong Kong Ganzhuo Pacific (PACIFIC BASIN) announced the mid -term results as of the first six months of 2023. The company's turnover in the first half of the year was US $ 1.148 million, a decrease of 33%year -on -year;83%, net profit 85.3 million US dollars, a decrease of 82%year -on -year.
According to the Pacific Shipping Report, in the first half of the year, the company purchased a more modern cargo ship, including five large -scale dry loose cargo ships, a super -split -type dry loose cargo ship and a small spiritual stool loose cargo ship. At the same time, at the same timeTwo small Lingling -type dry loose ships with high age of ships are sold to obtain value returns and meet stricter environmental regulations.
Since the beginning of 2021, the load capacity of Pacific Shipping has increased by 6%. At present, the total load capacity has reached 5,300,000 yuan, of which 55%are super -split -type dry loose ships.The company currently has 121 small psychic and ultra -splin -type dry loose ships, and operates about 282 ownership and rental cargo ships in total.
05 long -term agreement freight rate fell by more than 50% year -on -year
The long -term agreement freight index (XSI) of the industry analysis agency Xeneta showed that the XSI fell to 183.6 points in July, a 9.5%decrease from June.The same period last year was 435.2 points, and a sharp drop of 57.8%in a year means that the freight rate paid by the consignor in the Changxie market was less than half a year ago.In addition, 183.6 points were also lower than 200 points in the same period of 2021, becoming the lowest value in two years.
Xeneta analysis said that although the volume of freight in July increased from the previous few months, the global container transportation demand was still declining significantly year -on -year.Those companies that think that they have entered the peak of transportation and the amount of goods will increase, they may become more and more disappointed.
On the other hand, even if the volume of freight is increased, the issue of imbalances in supply and demand will continue to intensify due to the current volume of the delivery of new ships.
06 US truck transportation giant Yellow closed down
The 1999 truck transportation giant Yellow announced the closure of local time on Sunday local time, which will stop operation immediately, causing about 30,000 employees to unemployment.
In terms of employment and income loss, this closure is the largest in the history of the American truck transportation industry.
The company obtained a $ 700 million federal epidemic relief fund in 2020, but failed to reverse its fate. It is currently preparing to apply for bankruptcy and is negotiating all or part of the business.
07 The "flameout" of the auto shipping boat lost over 330 million US dollars
After burning for a full week, the fire of the car transport ship of the "Fremantle Highway" was temporarily extinguished. The fire caused nearly 4,000 new cars on the ship to almost destroy, and the initial estimation of the loss of more than 330 million US dollars (about RMB 2.359 billion).
On the afternoon of August 1, local time, a spokesman at the Dutch Transport and Water Resources Management Department (RijkswaterStaat) said there was no sign that the fire on the ship was still spread, but the fire could still happen again.The test results from the rescue team showed that the situation on the ship was "still stable", and the part of the ship was "still intact" below the water line, and it was not inclined.
The "Fremantle Highway" was caught fire near the AMlan Island in the northern coast of the northern part of the Northern Dutch on July 25, local time.The crew died and injured multiple people.
08 Brazil enables the new customs clearance system process to simplify
Recently, the Brazilian government has begun to use a new customs clearance system to control overseas goods that arrived at the country's international airport. The new system will simplify the processing process of airlifting entry goods clearance.
The import measures for new air cargo will facilitate importers to use digital files to perform customs clearance and release operations on the Internet, which will reduce the intervention of workers required in the customs clearance operation by 90%.
In addition, the government predicted that after the introduction of the new policy, the time required for the release of cargo customs clearance through air transportation methods will also be shortened by about 80%compared with the previous 5 days, and it can be released from 1 day before.The new customs clearance system will double the traffic flow of air freight within two years, and it will also attract foreign investment and increase air import tax.
09 The order volume of the new ship is expected to exceed 50 million yuan per ton
The China Shipping Association recently stated that it is expected that the global shipbuilding volume will be maintained at a high level of 90 million yuan in 2023. The order volume of new ships exceeds 100 million years, and the number of handheld orders will remain at about 220 million yuan.
The completion of my country's shipbuilding will exceed 42 million tons, and the order volume of new ships exceeds 50 million yuan in consolment. The hand -holding ship orders will maintain about 120 million yuan.
10 Mazcia is the fastest growing logistics brand
According to the latest ranking of Brand Finance, Maski is the fastest growing logistics brand with a growth rate of 53%.
This Danish container shipping company has focused on becoming an integrator in the container industry. It invested a lot of funds in the logistics field. At the same time, it was the top position of the world's largest container shipping company.
The second faster logistics brand is DOOR DASH, an increase of 39%, and another container shipping company Dafei Group (CMA CGM) logistics brand value increased by 18%.