Maritime prices have soared, and the container is hard to find the sea concept stock is still going
- Author:BESSON
- Release Date:2021-05-30
Another windy mouth? The price of the sea is crazy.
Since this year, Baltic Dry Burge Index has increased by 107%, and my country's import and export container is also created in recent years. At the same time, many shipping companies have recently announced that they will increase the freight rate.
Affected by this, the sea sector is active. Container shipping prices have risen, enabling relevant listed companies to grow, this year, the sea sector has increased by 27%.
Burning up! Ship company raises shipping costs
According to CCTV Finance, in 21 shipping routes around the world, there are 16 shipping route freight index rose, only 5 shipping models fell.
As of May 14, the spot market in the European route was 5438 US dollars, up 16.2% over the last week; the spot market in the US West route is $ 4839, up 5% over the last week; US East route spot market price It is $ 7378, down 4.9% over last week.
Mediterranean Shipping announced that from June 1st, the GRI and fuel surcharges of Asia to the US route were raised from June 1.
The flyer ship announced that the surcharge will increase the surcharge of Europe and South America, which is that the port crowding and equipment shortage continue to play the shipper, which faces an unprecedented cost level, but the global service level has declined.
Herberrot shipping announced significantly to the global service rate, from June 1st to the East Asia and Canadian eastbound routes, 20 feet containers charge $ 960, 40 feet containers per box $ 1200.
Wanhai Shipping said that due to the increase in operating costs, it will be targeted for goods from other parts of Asia. 20 feet containers, upward ranging from $ 300; 40 feet containers, upregulation of 600 US dollars; high box increased by $ 600.
According to CCTV Finance, the industry analyzes that in September this year, the container shipping price is difficult to decline. However, the main reason is that my country's epidemic situation is stable, and a large number of overseas orders are poured in, and the main route is inadequate.
Changjiang Securities said that the market has sustained high in the market since this year, the demand has exceeded expectations, and the current rewards have a contradiction between the sequelae of the canal congestion. In combination, the current supply and demand is seriously mismatched will maintain the status quo in the next 1-2 quarters.
Multiple sea concept stock performance has increased
According to Wind data, among the A-share listed companies, there are 13 listed companies related to shipping and shipping. Due to the continued rise in shipping prices, the company's performance is generally achieved.
Among them, the sea control of the sea control is 15.452 billion yuan in the first quarter of this year, a year-on-year increase of 5,200%. During the reporting period, COSCO container shipping business revenue was 63.522 billion yuan, an increase of 28668 million yuan, an increase of 82.25%, of which Ya Europe (including Mediterranean) route income has increased, up to 140.03%.
From the 2020 annual report, Zhongyuan Haibei, COSCO, China-China Hai Neng, China Merchants, China Valley logistics net profit exceeded 1 billion yuan.
At the secondary market, the sea concept stocks have different performances. COSCO has increased by 58% since April, and it is refreshed nearly ten years.
Changjiang Securities pointed out that the freight rate is a high probability of the supply and demand pattern. The long-term logic of the console must also be present in the long-term logic of the supply and demand contradiction, so the short term is reasonable for the fare as the stock price, but from supply and demand Relationship, freight trend or short-term uplink. In addition to the fire, the market is spreading in two directions, respectively, and the shipping transportation, shipbuilding industry and the box industry.
Dry bulging transportation contract collection exovalent demand; container shipowner's profit margin increases the increase of CAPEX, promoting the increase in container ships and container orders.
In the integrated perspective, the dried goods have benefited and itself is in the recovery channel; the ship's ship is welcoming the drought, but the cycle is dramatically or still needs patience.
Since this year, Baltic Dry Burge Index has increased by 107%, and my country's import and export container is also created in recent years. At the same time, many shipping companies have recently announced that they will increase the freight rate.
Affected by this, the sea sector is active. Container shipping prices have risen, enabling relevant listed companies to grow, this year, the sea sector has increased by 27%.
Burning up! Ship company raises shipping costs
According to CCTV Finance, in 21 shipping routes around the world, there are 16 shipping route freight index rose, only 5 shipping models fell.
As of May 14, the spot market in the European route was 5438 US dollars, up 16.2% over the last week; the spot market in the US West route is $ 4839, up 5% over the last week; US East route spot market price It is $ 7378, down 4.9% over last week.
Mediterranean Shipping announced that from June 1st, the GRI and fuel surcharges of Asia to the US route were raised from June 1.
The flyer ship announced that the surcharge will increase the surcharge of Europe and South America, which is that the port crowding and equipment shortage continue to play the shipper, which faces an unprecedented cost level, but the global service level has declined.
Herberrot shipping announced significantly to the global service rate, from June 1st to the East Asia and Canadian eastbound routes, 20 feet containers charge $ 960, 40 feet containers per box $ 1200.
Wanhai Shipping said that due to the increase in operating costs, it will be targeted for goods from other parts of Asia. 20 feet containers, upward ranging from $ 300; 40 feet containers, upregulation of 600 US dollars; high box increased by $ 600.
According to CCTV Finance, the industry analyzes that in September this year, the container shipping price is difficult to decline. However, the main reason is that my country's epidemic situation is stable, and a large number of overseas orders are poured in, and the main route is inadequate.
Changjiang Securities said that the market has sustained high in the market since this year, the demand has exceeded expectations, and the current rewards have a contradiction between the sequelae of the canal congestion. In combination, the current supply and demand is seriously mismatched will maintain the status quo in the next 1-2 quarters.
Multiple sea concept stock performance has increased
According to Wind data, among the A-share listed companies, there are 13 listed companies related to shipping and shipping. Due to the continued rise in shipping prices, the company's performance is generally achieved.
Among them, the sea control of the sea control is 15.452 billion yuan in the first quarter of this year, a year-on-year increase of 5,200%. During the reporting period, COSCO container shipping business revenue was 63.522 billion yuan, an increase of 28668 million yuan, an increase of 82.25%, of which Ya Europe (including Mediterranean) route income has increased, up to 140.03%.
From the 2020 annual report, Zhongyuan Haibei, COSCO, China-China Hai Neng, China Merchants, China Valley logistics net profit exceeded 1 billion yuan.
At the secondary market, the sea concept stocks have different performances. COSCO has increased by 58% since April, and it is refreshed nearly ten years.
Changjiang Securities pointed out that the freight rate is a high probability of the supply and demand pattern. The long-term logic of the console must also be present in the long-term logic of the supply and demand contradiction, so the short term is reasonable for the fare as the stock price, but from supply and demand Relationship, freight trend or short-term uplink. In addition to the fire, the market is spreading in two directions, respectively, and the shipping transportation, shipbuilding industry and the box industry.
Dry bulging transportation contract collection exovalent demand; container shipowner's profit margin increases the increase of CAPEX, promoting the increase in container ships and container orders.
In the integrated perspective, the dried goods have benefited and itself is in the recovery channel; the ship's ship is welcoming the drought, but the cycle is dramatically or still needs patience.