Maritime price or end soaring? The giant "frozen price" significance is greater than t
- Author:BESSON
- Release Date:2021-09-18
"The freight is too high to suppress the foreign trade industry chain. Even if the shipping giant does not declares a limit, it is possible to see the top can't rise, and even possible callbacks." Foreign trade freight forwarding company Shenzhen Youwei Smart Logistics Co., Ltd. CEO Zhao Longjun September 14 At the time of the period of the times, it was said that for the company, the giants announced that "frozen prices" are not well.
As of September 15th, five of the top ten contractors of the world have announced suspended up to market.
Following the 3rd largest consoles of the world David Shipun (CMA CGM) Recently announced that September 9, 2021 to February 9, next year, the brand has suspended up the same freight, and another shipping giant Herberott, also added The ranks of "freezing the freight", promise that there will be no further shipping costs in the next few months.
The freezing price increase news came, and the stock price of China's sea control (601919) in the domestic sea giant fell. On September 14, COSCO fell 4.42%; September 15th continued to decline, fell 1.9%; September 16th, high open, as of the afternoon, 2.17%, 21.18 yuan.
On September 15th, the Times Finance acts on investors to call the China-far sea control. The staff of the investor relationship department said that "the maritime giant combined with the price increases, because the shipping fee is our direct income." When asked Whether the COSCO has also "frozen", the other party, "the freight policy is based independently, and we do not comment on them (frozen price increases)."
"Excessive transportation has produced an inhibitory effect on international trade. Even if the shipping giants do not declare limit prices, the current shipping price has now seen the signs, it is difficult to have a holistic space, which is the most cost-effective in trade. The performance of the European route and across the Pacific is particularly obvious. In the last two months, the Asia-European route showed the high-level, cross-Pacific route, especially the mirage route, and even tuned. "September 14 The CEO Zhao Longjun, the Shenzhen Youwei Smart Logistics Co., Ltd., said that the giant announced that the "frozen price" is not true for foreign trade companies.
At the moment, the stock season before Christmas overseas, the sea demand is huge. The Times Financial Interview has been engaged in foreign trade enterprises. Some said high shipping prices have made goods purchase volume; some, even if the price of shipping is not rising, the capacity is difficult to meet the transportation demand, and the cargo turn is still slow.
For the high operation of the sea, the foreign trade company is more passive. In June this year, the Dalian Commodity Exchange and COSCO Group signed a strategic cooperation agreement in Shanghai. The two sides will establish in-depth cooperation in the development and application of shipping derivatives such as container capacity and other shipping derivatives, and promote in-depth cooperation with deep integration of modern logistics services.
On September 15, the deputy director of the Institute of Commercial Institute of Commerce, Bai Ming pointed out in accepting the Times Financial interview, which is conducive to China's largest trade in the world to actively participate in the development of the global shipping price. "For enterprises, It is also possible to keep the freight to lock the shipping cost in a certain reasonable, the level can be accepted, and it will not worry about the product production, but it is facing the high price freight. "
The "frozen price" long association may continue to rise
In the past year, the global shipping price opens the "mad" model.
Taking Shanghai Export Container Freight Index (SCFI) as an example, according to the latest data released on September 10, the Shanghai Shipping Exchange, the SCFI index is as high as 4568.16, up 237% year-on-year. Among them, the European route rose 611% year-on-year, and the Mediterranean route rose 561% year-on-year.
According to the latest data released on September 9, Duri Shipping Consulting, from Shanghai to Rotterdam's immediate freight, reaching 14287 US dollars / feu, the shipping freight increased by 564% in just a year.
Behind the price, the shipping giant makes it full of money. According to the earnings report of the flying sea, the first quarter of this year received a profit of $ 2.1 billion (about 13.6 billion yuan), an annual increase of more than 2,000%. Domestic giants Central China Harbor Control This year's operating income is 139.264 billion yuan, an increase of 88.06% year-on-year. The net profit attributable to the shareholders of listed companies in the first half of the year were 37.098 billion yuan, an increase of 3162.31% year-on-year.
Zhao Longjun, who is engaged in the sea and transportation industry in the past 20 years, told the Economic Finance, and now the freight rate has reached the highest point of history. "If you have no market, there is no market, such as the Indian route. Since the shipping company took some vessels to ran the United States, Europe, the transportation was reduced, and the freight rate also had several times in the eighth night." Zhao Longjun It is said that this is the overflow effect of the European and American route to global routes.
In the view of Zhao Longjun, the maritime prices have risen for more than half a year, and the giants will declare "frozen prices" and the timing is very subtle.
According to the 21st century, the EU Committee was initiated last week, and the Ministry of Communications and the US Federal Maritime Committee held a "Global Shipping Supervision Summit". "The shipping company meets the performance of its service, as well as the abnormal high freight rate of the shipping container, has attracted the attention of global regulators, legislators and the public. Daniel Maffei, Chairman of the Federal Maritime Committee, said that the Global Supervision Summit is The main competitive authorities responsible for supervision container shipping industry provide opportunities to share the information observed by their respective regulatory and law enforcement systems and compare the conclusions of shipping companies.
"National institutions shifted pressure to the shipowner, let them understand the highest interests of the highest interests that cannot be sacrificed from the participants of the entire industrial chain." Zhao Longjun further pointed out that market factors are the key to "concession" forcing shipping giants.
Zhao Longjun introduced that the price of marine prices was unlimited. The rapid increase in freight rate inevitably suppressed foreign trade needs, to a critical point, and the freight rate lost the support of continued rising, this is the last two months of European line freight rate The reason why the high level is hindered. "Some low-value goods, such as parity furniture, a container value is still lower than the freight rate. Foreign customers can't make a profit, do not ship, the freight rate is hard to continue to rise."
In the view of Zhao Longjun, the giants' promise is more meaningful than substantial, but it is also a gesture. He pointed out that there are two kinds of executive contracts in the shipping company, one is accompanying the city's municipalized contract, and the other is like a US or European route, there are many long-term contracts, and the industry is called "long association". It is reported that the price of the long group will be lower than the current murderend, and the one-year sign is mainly. At present, the shipping giant does not have a statement that the price of long-term contract will not continue to rise. "The spot freight is in the historical high, and the ship will not give up any opportunity to raise the price when negotiation expires for long-term agreements."
Han Jun, chief analyst of CITIC Jianjian, also believed that "frozen price" is very favorable for giants. Han Jun said in an interview with Securities E, first, can effectively regulate the risk of retarding in the later stage; second, Recently, no new rising murder freight makes customers to compete for shipments, locking tests will compress intermediary profit space, improve customer's booking experience, and benefit long-term cooperative relationships.
Bing Ming's analysis of the times in the times, the giant "frozen price" is also from a long-term consideration. "If the price is out of control, the sea giant seems to earn more, but it actually destroys the global supply chain, the logistics chain ecology. In the long run, there is no limit to the rise. Nowadays, many foreign trade enterprises exit the market. Correspondingly, the future shipping market will re-return it, the price will fall sharply. So, like Maji's large companies are considered from long-term development strategies. "
Foreign trade enterprises have a long time to transport a long time to celebrate the collection
The shipping price is behind the "mad" "crazy" behind the year is the fundamental surface of the economic recovery. Bai Ming pointed out that after the initial control of the epidemic, the US economic data gradually improved, and its import demand was further increased. Plus the maritime transportation experience has experienced many years, the old ship is gradually retiring, and the production of new ships is more cautious, so global capacity is limited.
At the moment, although the shipping giants have expressed their freezing price, the price of high shipping is high, and the container "a box of hard-seeking" is still continuing.
CITIC Jianota pointed out that although the US retail inventory level has been higher than the epidemic, the data released by the University of Michigan has shown that the US retail sales ratio is only 0.94, and the consumption is faster than the inventory supplement, and subsequent imports will still go up. Harbor congestion is still deteriorating, and there are 47 lassels outside the Long Beach / Los Angeles, and the history is high. It is expected that it will usher in a centralized shipment before the National Day, and the supply and demand contradiction will further intensify, and the single-edge market pattern caused by serious imbalances will continue for a longer period of time.
"The Christmas season season, the delivery demand is relatively large, even if the shipping cost is no longer rising, effective capacity is not enough." Mr. Li, General Manager of Dongguan, Guangdong, said that many countries around the world have trapped in the epidemic, China Relative control is better, even if Southeast Asian production is cheap, due to the factories there, the clothing orders return China.
Under the epidemic, domestic textile and apparel production has become "seller market." Mr. Li said that its company's turnover rose by 30% last year, this year rose 30-50% year-on-year. Since the shipping costs are borne by the purchaser, the adverse effects of high maritime prices to Mr. Li mainly in the turnover more than 7 to 15 days before the epidemic, and the capital turnover cycle is long.
Compared with the "fragrance" of the garment industry, the business of stainless steel kitchen is more cold. Mr. Zhang, who is engaged in the foreign trade business of stainless steel kitchenware in Guangdong, has made business difficulties, and some low-value products are difficult to ship.
"Now a cabinet goes to Europe and America's sea freight to more than 10,000 US dollars, like some stainless steel kitchenware, the product is large, the price is still not more than 10,000 US dollars, so, the cost price is low, the purchase volume is greatly reduced." Mr. Zhang Explain.
Mr. Zhang said that due to the continuous improvement of the priority in the previous period, the customer is watching the price of the sea, and the price of raw materials is fierce, exacerbating the mood of the buyer.
"Stainless steel prices have risen by 20% from the beginning of July, and one month has risen by 20%." Mr. Zhang introduced that kitchen equipment mainly uses steel, last year's 304 steel sheets 12000-13,000 yuan, last year, one ton of 16000-17000 yuan, this year 7 One ton of 200-22,000 yuan, the price of raw materials is close to the roll.
"Many customers can't accept price increase, have been watching, more expensive, have not placed it." Mr. Zhang told the Economic Economics, although the raw material prices began to rise, but many factories have some raw materials at the end of last year, barely Support order production in March 2012. In May June, due to the sense of wait and see, there is less orders.
Mr. Zhang, "The original buyer can buy 1 yuan, now due to raw materials price increase, may have to buy 1.1-1.2 yuan to buy, plus sea freight may cost 1.5 yuan. So far, this year shipments Fell 50% year-on-year. "
Not only is the domestic manufacturer called bitterness, but the foreign buyers can't hold high freight. In Shenzhen, Guangdong is engaged in the production of beauty tools, Mr. Chen, which is mainly sent to the United States, told the Times Finance. In mid-August this year, the US customers can see if they can reduce the price of domestic manufacturers due to high shipping prices.
"Some guests come to bargaining, the original 10 yuan will take the goods to see if it can cut the price to 8 yuan." Mr. Chen said that due to the consideration of the long-term customer, it will also reduce it. Mr. Zhang, who is engaged in stainless steel kitchenware, has also encountered similar situations. "Some old customers requested price cuts. It turned out to earn 10 points, now they can only earn 5 points, even 2 ~ 3 points." Mr. Zhang sighs, "Now business is not It's good to do, there is not much order, and many orders are for health workers. I didn't want to make money. "
As of September 15th, five of the top ten contractors of the world have announced suspended up to market.
Following the 3rd largest consoles of the world David Shipun (CMA CGM) Recently announced that September 9, 2021 to February 9, next year, the brand has suspended up the same freight, and another shipping giant Herberott, also added The ranks of "freezing the freight", promise that there will be no further shipping costs in the next few months.
The freezing price increase news came, and the stock price of China's sea control (601919) in the domestic sea giant fell. On September 14, COSCO fell 4.42%; September 15th continued to decline, fell 1.9%; September 16th, high open, as of the afternoon, 2.17%, 21.18 yuan.
On September 15th, the Times Finance acts on investors to call the China-far sea control. The staff of the investor relationship department said that "the maritime giant combined with the price increases, because the shipping fee is our direct income." When asked Whether the COSCO has also "frozen", the other party, "the freight policy is based independently, and we do not comment on them (frozen price increases)."
"Excessive transportation has produced an inhibitory effect on international trade. Even if the shipping giants do not declare limit prices, the current shipping price has now seen the signs, it is difficult to have a holistic space, which is the most cost-effective in trade. The performance of the European route and across the Pacific is particularly obvious. In the last two months, the Asia-European route showed the high-level, cross-Pacific route, especially the mirage route, and even tuned. "September 14 The CEO Zhao Longjun, the Shenzhen Youwei Smart Logistics Co., Ltd., said that the giant announced that the "frozen price" is not true for foreign trade companies.
At the moment, the stock season before Christmas overseas, the sea demand is huge. The Times Financial Interview has been engaged in foreign trade enterprises. Some said high shipping prices have made goods purchase volume; some, even if the price of shipping is not rising, the capacity is difficult to meet the transportation demand, and the cargo turn is still slow.
For the high operation of the sea, the foreign trade company is more passive. In June this year, the Dalian Commodity Exchange and COSCO Group signed a strategic cooperation agreement in Shanghai. The two sides will establish in-depth cooperation in the development and application of shipping derivatives such as container capacity and other shipping derivatives, and promote in-depth cooperation with deep integration of modern logistics services.
On September 15, the deputy director of the Institute of Commercial Institute of Commerce, Bai Ming pointed out in accepting the Times Financial interview, which is conducive to China's largest trade in the world to actively participate in the development of the global shipping price. "For enterprises, It is also possible to keep the freight to lock the shipping cost in a certain reasonable, the level can be accepted, and it will not worry about the product production, but it is facing the high price freight. "
The "frozen price" long association may continue to rise
In the past year, the global shipping price opens the "mad" model.
Taking Shanghai Export Container Freight Index (SCFI) as an example, according to the latest data released on September 10, the Shanghai Shipping Exchange, the SCFI index is as high as 4568.16, up 237% year-on-year. Among them, the European route rose 611% year-on-year, and the Mediterranean route rose 561% year-on-year.
According to the latest data released on September 9, Duri Shipping Consulting, from Shanghai to Rotterdam's immediate freight, reaching 14287 US dollars / feu, the shipping freight increased by 564% in just a year.
Behind the price, the shipping giant makes it full of money. According to the earnings report of the flying sea, the first quarter of this year received a profit of $ 2.1 billion (about 13.6 billion yuan), an annual increase of more than 2,000%. Domestic giants Central China Harbor Control This year's operating income is 139.264 billion yuan, an increase of 88.06% year-on-year. The net profit attributable to the shareholders of listed companies in the first half of the year were 37.098 billion yuan, an increase of 3162.31% year-on-year.
Zhao Longjun, who is engaged in the sea and transportation industry in the past 20 years, told the Economic Finance, and now the freight rate has reached the highest point of history. "If you have no market, there is no market, such as the Indian route. Since the shipping company took some vessels to ran the United States, Europe, the transportation was reduced, and the freight rate also had several times in the eighth night." Zhao Longjun It is said that this is the overflow effect of the European and American route to global routes.
In the view of Zhao Longjun, the maritime prices have risen for more than half a year, and the giants will declare "frozen prices" and the timing is very subtle.
According to the 21st century, the EU Committee was initiated last week, and the Ministry of Communications and the US Federal Maritime Committee held a "Global Shipping Supervision Summit". "The shipping company meets the performance of its service, as well as the abnormal high freight rate of the shipping container, has attracted the attention of global regulators, legislators and the public. Daniel Maffei, Chairman of the Federal Maritime Committee, said that the Global Supervision Summit is The main competitive authorities responsible for supervision container shipping industry provide opportunities to share the information observed by their respective regulatory and law enforcement systems and compare the conclusions of shipping companies.
"National institutions shifted pressure to the shipowner, let them understand the highest interests of the highest interests that cannot be sacrificed from the participants of the entire industrial chain." Zhao Longjun further pointed out that market factors are the key to "concession" forcing shipping giants.
Zhao Longjun introduced that the price of marine prices was unlimited. The rapid increase in freight rate inevitably suppressed foreign trade needs, to a critical point, and the freight rate lost the support of continued rising, this is the last two months of European line freight rate The reason why the high level is hindered. "Some low-value goods, such as parity furniture, a container value is still lower than the freight rate. Foreign customers can't make a profit, do not ship, the freight rate is hard to continue to rise."
In the view of Zhao Longjun, the giants' promise is more meaningful than substantial, but it is also a gesture. He pointed out that there are two kinds of executive contracts in the shipping company, one is accompanying the city's municipalized contract, and the other is like a US or European route, there are many long-term contracts, and the industry is called "long association". It is reported that the price of the long group will be lower than the current murderend, and the one-year sign is mainly. At present, the shipping giant does not have a statement that the price of long-term contract will not continue to rise. "The spot freight is in the historical high, and the ship will not give up any opportunity to raise the price when negotiation expires for long-term agreements."
Han Jun, chief analyst of CITIC Jianjian, also believed that "frozen price" is very favorable for giants. Han Jun said in an interview with Securities E, first, can effectively regulate the risk of retarding in the later stage; second, Recently, no new rising murder freight makes customers to compete for shipments, locking tests will compress intermediary profit space, improve customer's booking experience, and benefit long-term cooperative relationships.
Bing Ming's analysis of the times in the times, the giant "frozen price" is also from a long-term consideration. "If the price is out of control, the sea giant seems to earn more, but it actually destroys the global supply chain, the logistics chain ecology. In the long run, there is no limit to the rise. Nowadays, many foreign trade enterprises exit the market. Correspondingly, the future shipping market will re-return it, the price will fall sharply. So, like Maji's large companies are considered from long-term development strategies. "
Foreign trade enterprises have a long time to transport a long time to celebrate the collection
The shipping price is behind the "mad" "crazy" behind the year is the fundamental surface of the economic recovery. Bai Ming pointed out that after the initial control of the epidemic, the US economic data gradually improved, and its import demand was further increased. Plus the maritime transportation experience has experienced many years, the old ship is gradually retiring, and the production of new ships is more cautious, so global capacity is limited.
At the moment, although the shipping giants have expressed their freezing price, the price of high shipping is high, and the container "a box of hard-seeking" is still continuing.
CITIC Jianota pointed out that although the US retail inventory level has been higher than the epidemic, the data released by the University of Michigan has shown that the US retail sales ratio is only 0.94, and the consumption is faster than the inventory supplement, and subsequent imports will still go up. Harbor congestion is still deteriorating, and there are 47 lassels outside the Long Beach / Los Angeles, and the history is high. It is expected that it will usher in a centralized shipment before the National Day, and the supply and demand contradiction will further intensify, and the single-edge market pattern caused by serious imbalances will continue for a longer period of time.
"The Christmas season season, the delivery demand is relatively large, even if the shipping cost is no longer rising, effective capacity is not enough." Mr. Li, General Manager of Dongguan, Guangdong, said that many countries around the world have trapped in the epidemic, China Relative control is better, even if Southeast Asian production is cheap, due to the factories there, the clothing orders return China.
Under the epidemic, domestic textile and apparel production has become "seller market." Mr. Li said that its company's turnover rose by 30% last year, this year rose 30-50% year-on-year. Since the shipping costs are borne by the purchaser, the adverse effects of high maritime prices to Mr. Li mainly in the turnover more than 7 to 15 days before the epidemic, and the capital turnover cycle is long.
Compared with the "fragrance" of the garment industry, the business of stainless steel kitchen is more cold. Mr. Zhang, who is engaged in the foreign trade business of stainless steel kitchenware in Guangdong, has made business difficulties, and some low-value products are difficult to ship.
"Now a cabinet goes to Europe and America's sea freight to more than 10,000 US dollars, like some stainless steel kitchenware, the product is large, the price is still not more than 10,000 US dollars, so, the cost price is low, the purchase volume is greatly reduced." Mr. Zhang Explain.
Mr. Zhang said that due to the continuous improvement of the priority in the previous period, the customer is watching the price of the sea, and the price of raw materials is fierce, exacerbating the mood of the buyer.
"Stainless steel prices have risen by 20% from the beginning of July, and one month has risen by 20%." Mr. Zhang introduced that kitchen equipment mainly uses steel, last year's 304 steel sheets 12000-13,000 yuan, last year, one ton of 16000-17000 yuan, this year 7 One ton of 200-22,000 yuan, the price of raw materials is close to the roll.
"Many customers can't accept price increase, have been watching, more expensive, have not placed it." Mr. Zhang told the Economic Economics, although the raw material prices began to rise, but many factories have some raw materials at the end of last year, barely Support order production in March 2012. In May June, due to the sense of wait and see, there is less orders.
Mr. Zhang, "The original buyer can buy 1 yuan, now due to raw materials price increase, may have to buy 1.1-1.2 yuan to buy, plus sea freight may cost 1.5 yuan. So far, this year shipments Fell 50% year-on-year. "
Not only is the domestic manufacturer called bitterness, but the foreign buyers can't hold high freight. In Shenzhen, Guangdong is engaged in the production of beauty tools, Mr. Chen, which is mainly sent to the United States, told the Times Finance. In mid-August this year, the US customers can see if they can reduce the price of domestic manufacturers due to high shipping prices.
"Some guests come to bargaining, the original 10 yuan will take the goods to see if it can cut the price to 8 yuan." Mr. Chen said that due to the consideration of the long-term customer, it will also reduce it. Mr. Zhang, who is engaged in stainless steel kitchenware, has also encountered similar situations. "Some old customers requested price cuts. It turned out to earn 10 points, now they can only earn 5 points, even 2 ~ 3 points." Mr. Zhang sighs, "Now business is not It's good to do, there is not much order, and many orders are for health workers. I didn't want to make money. "