One behind Yantian hard to find: the global maritime industry into chaos
- Author:BESSON
- Release Date:2021-08-27
Yantian Container trailer left the dock outside the Yantian Container trailer Container trailer ready to enter the dock in the busy shipping container yard Yantian wharf lights Wang Minghong / graphic Securities Times reporter Wang Minghong
Recently, the Shenzhen Yantian Port 11000 export heavy boxes into port reservation number looting in half an hour in an instant, causing the industry concern. Securities Times reporter found, Yantian "One is hard to find" chaos is the global maritime industry operating in miniature.
Industry sources said that at present, the entire maritime industry is in an unprecedented period of chaos, "Black Swan" is still dancing. Under the influence of the epidemic to the United States, Europe, India and other multinational factory operating rate is insufficient, the international terminal shut down, plug the global maritime operation, the container can not lead to the normal flow of shipping prices soaring. Market supply and demand imbalance, lack of land is the root cause of supporting a range of issues.
Yantian hard to find a parking space
"When the police come here I just drive away, traffic police and then left to stop the car, three meals a day are sent to his wife from the car." Tow truck driver Mao master main daily ran Chongqing Yantian line . After finish the long distance back to the Yantian port, often can not find parking spaces, had to trailer parked on the roadside.
In order to prevent being ticketed, Mao did not dare to return to the master rental nearby. "Every time he returns Yantian no temporary parking spaces, this is the most vexing. Finally have time to spend time with children, but can only stay in the car in front." Mao teacher reluctantly told the Securities Times reporter. In recent years, increasingly scarce parking nearby Yantian, tow truck driver parking problems highlighted.
Reporters noted that on some broken road nearby, about six yards, they must attack a few large trucks parked on the roadside. "Stop here a number of partial benefits no one charges, can not stop to have luck, often those who have stopped position, not a permanent solution." Another driver Liu said the master, parking Gui parking is difficult in case they are the biggest problem, Yantian area parking fees every month 2,300 to 2,500 yuan, about 800 yuan a month Pingshan Pinghu, the driver had to cross the parking lot trailer cross daily round-trip, potentially increasing the cost of local road maintenance . To pull box convenience, the driver can only endure expensive parking fee.
In addition, the lack of supporting Yantian Port container yard outside, empty containers have 60-70% on the periphery of the surrounding harbor. Cohesive Longgang and Yantian wharf Yanpai, a large trailer back and forth between the pier and the container yard.
Reporters learned that because there is not enough Yantian surrounding yard for the storage of empty containers or heavy boxes, transport companies have to detour, multiple-entry Pingshan, Longgang, Dongguan and other places to put up the container, not only increasing the operational logistics and transport industry costs, but also increased driver fatigue, potential security risks.
China Road Transport Association road container transportation branch vice president, full-time executive director of Guangzhou Container Transport Association Zhouke Wen believes that this stage is not a security problem, you need to pay attention to the relevant departments. Zhouke Wen believes that the short term, Yantian surrounding land may be some temporary construction-related projects before, temporary storage containers, alleviate the problem of industry yard of land difficult. Reporters learned that, Yantian District government has long planned. Shenzhen Municipal Government financial allocations 4.2 billion project to build a container vehicle trailer Yantian District Integrated Services Center in Yantian District, will provide about 2000 container trailer parking spaces when completed. According to reports, a move that may ease the Yantian container trailer parking shortage. In July 2020, Yantian trailer service centers one has entered the construction phase.
Container, never to return
A box of hard to find
Zhouke Wen believes that Yantian reservation number seconds of light, not the root of the number of telephone numbers, but rather the lack of empty boxes, a box is hard to find the root cause.
Due to the impact of the epidemic, global terminal operation efficiency is not high, substantial growth in international demand for Chinese goods, after exports of goods shipped to foreign unloaded, the international liner company does not have enough capacity to empty containers shipped back to China. Poor circulation throughout the international logistics chain, has been transmitted to the top of a small yard Longgang.
Set in about six yards, the Securities Times reporter saw in the yard placed a large number of new boxes.
Set in a responsible person about six yard told Securities Times reporter, CIMC Yantian yard area of about 150,000 square meters, 15,000 containers can be stacked, now all filled, in the yard most of the new box set, and in short supply, the old box back to the little traffic. Yantian wharf after the outbreak appears to strengthen the management, all inbound trailer must make reservations in advance, many heavy boxes can not advance into port, diverted to the Longgang, Longhua, Pingshan even around the yard Dongguan.
Because there is no place container yard, part jump ship in Hong Kong, had planned to ship by Hong Kong and Yantian, Hong Kong or directly to the Spratly Islands. Container volume up during the Japan-China Yantian set out yard area can reach 7000, due to lack of containers, the current daily average of only 2000 to 3000.
"Many international shipping companies believe that the empty containers from ports in other countries shipped back to China cost is too high, not as good as later returned to China, in China to order new containers through the associated container manufacturing business, now in the collection of 40-foot container is about 6800 ~ 7200 US dollars, prices are still in short supply. "Zhouke Wen said.
"It is first come first served, which suppliers do not want to offend. Many come back to the container in Europe, the Americas, which is very unreasonable, but affected by the epidemic, port staff reduction in these countries, normal operations only a third of staff, poor circulation container, creating a vicious cycle. "a person in charge of the collection, about six yard said to reporters.
Currently, Australia, US East, US West, and Europe's international terminal port stockpiling a large number of empty containers. How to solve the plight of the industry a case of domestic hard to find?
Zhouke Wen believes that the industry department in Shenzhen City Bureau of Transportation should strengthen regulation and control of container resources Shenzhen Shekou Port, Da Chan Bay Port, Yantian District, etc., to coordinate shipping companies, port and freight forwarding companies, shipping companies do their utmost to urge the China's neighboring port of loss of empty containers transferred to China. At the same time coordinating the mobilization of shipping companies related to leasing business, increase recycling containers overseas, and combined with business needs, advance to order new boxes to container manufacturers.
Insufficient capacity at sea
Hard to find a boat
The new crown pneumonia epidemic not only the impact of the sea, the entire logistics industry have suffered a serious challenge, by contrast, the global maritime longest recovery period.
Time back to 2017, when the global economic downturn, shipping in a downward cycle, new ships and the number of containers has decreased, in 2018 there has been a wave of shortages and prices surge. In 2020, affected by the new crown pneumonia epidemic, many countries shut down factories, Chinese domestic epidemic under control after the factory began to return to work, a lot of overseas buyers to increase order volume, the situation is more pronounced shortage of accommodation.
Maritime poor, how air situation? For air transport, the Spring Festival to June is the off-season, before the outbreak, to send goods from China to Europe less than 30 yuan / kg, between February to April 2020, the global flight to fly China's significantly reduced, air transport price soared to about 160 yuan / kg, the high price and the lack of air cargo aircraft, air cargo movement will not go out of the mountains, many logistics companies have had to cancel sent directly from China to the world door to door parcel delivery service.
Aircraft grounded losses, in order to meet the increasing demand of logistics, passenger aircraft company will change freighters. From the beginning of June 2020, Freighter aircraft a significant increase in August, the price of air transport in Europe to fly down from 160 yuan / kg to 40 yuan / kg. "In the first half of the year to do a high-priced charter companies lose a lot of money, money the first half of the second half to lose out." Bu speed of a non-village Logistics Ltd., senior product manager, told reporters.
In addition, there are some logistics companies try to pass through a dozen countries by truck freight shipments from China to Europe, but because the land ports along the countries affected by the epidemic, there are different degrees of sealing off a large number of trucks blocked at Alashankou month. Complex land border crossings, passing through different countries, customs policy, transport safety and security is difficult, but also encountered bad weather such as heavy snow. Ground stability is far better than sea, a large number of companies still need to rely on shipping.
"Many companies have returned the gods, began to book the sea space. Slow half-taking the company found that in August 2020, China's domestic shipping containers have not been complete. At the time, as long as anyone had a sea container, immediately It is far higher than the original price. Someone pays back to China from Europe. Soon everyone discovered that from overseas recycling old boxes, it is better to customize new boxes directly in China. And there are ships in the United States Dongning is also willing to put the container to let the enterprises to make the company. "Bu Yun said.
Why can't the containers from foreign countries can't return China? It is understood that the epidemic has caused various national factories to stop production, many ships to the destination are unloaded, and there is no goods shipowner who don't want to ship, and if the goods are not arrogant, the lack of shipping is more prominent. This phenomenon has been lasts for 2021.
This year, India, Vietnam, Cambodia and other countries have been out of control. Some industrial orders in these countries are transferred to China. They have been exported to the world from China. The demand for foreign trade has increased, and the material production capacity is limited, and the shortage of containers is further increased.
"The current problem is that there is no box and has a box without a box, there is no container or container but insufficient shipping. Different shipping companies have different containers, and they have to solve the problem that can not install the ship. The stack of labeling is insufficient. The entire transportation is buckled, and the ring is blocked. "The village of Bu Yi said to the reporter.
The cycle characteristics of the sea are closely related to the production cycle of the traditional industry. The traditional industry will start to resume production, from June to July, in the second half of the sales season, transport to about 1 and a half months to 2 months. Since the logistics industry is weak, the production capacity is limited, the cyclical characteristics are very obvious, and the global shipping needs a longer time.
Bu Yi Village believes that with thanks from Europe, the United States and other areas, Christmas arrived in the second half of the year. Global logistics enters the peak of "Golden Nine Silver Ten". Many companies are worried that they can't get the box. Some companies are in the beginning of this year. The production cycle has already been raised in July, and it is understood that it is difficult to find a ship in advance.
When is the global shipping congestion end?
The shipping fee continued to rise is the most dominant part of the current shipping and demand contradiction. The Securities Times reporters learned that between 2018 ~ 2019, a 40-foot container to the East Bank of the United States, the sea freight is approximately 1200 to $ 1,100. This year has skyrocketed to $ 27,000 to $ 33,000.
The data of the Shanghai Shipping Exchange shows that on August 20th, China's export container freight index reached 3047.32 points, compared with 2.3% compared with the previous period. On the same day, Baltic Sea Dry Burge Index (BDI) reached 4092 points, compared to 2.92% of 3976 August 19th, up 141.0% in nearly 6 months, and rose 169.6% in the past year.
Who will benefit? Bi Village said to reporters that the shipowner, logistics company and shipping freight forwarding enterprises have benefited the most, and logistics costs increase, and will eventually go to consumers. He studied a bill for the shipowner as an example, because the shipbuilding cost is very high, many shipowners have been loan losses to buy boats, 2017 ~ 2018 The economic nonsense is very small, there are few ships, now there is a ship A ship can earn in the East.
The ship has earned a lot of money, naturally continuously stepped up the purchase of new ship, and the global shipping capacity is constantly increasing. According to Alphaaliner's latest data, the number of new ships in multiple ships has exceeded 50% of the owner. The founder and CEO Zhong Zhe Chao pointed out that there are still some shipping companies planning to exceed the original insurance, the global capacity increases is a good thing, but with the mitigation of the epidemic, the supply and demand relationship of the market will reverse.
Turnover the relevant A-share listed company earning report can also peek it. A few days ago, the container leading Chinese collection group released an announcement. In the first half of this year, the global economy has accelerated recovery, and international trade maintains a high level of breath, and the market's demand for containers is continuously relatively high. The Group's container business has risen, and the performance has risen sharply from the same period last year. It is estimated that the Group's net profit of the Group's shareholders and other equity holders to 4.6 billion yuan in the first half of the year, which will turn to profit from the same period last year. The same period of last year is about 182.8 billion yuan.
Similarly, another collective faucet in the middle of the sea control released in 2021, the results of the results in the first half of the year. The net profit at the reporting period was 37.09 billion yuan, and the net profit was 37.02 billion yuan. At the same time, the net profit from the same period was 1140 million yuan. After the net profit is 880 million yuan, the company has grown sharply in the same period in the same period last year, and the company has played the best results since the company's listing since 2007.
Under the congestion of sea, there are companies that have benefited from business. "In recent years, the logistics industry 'black swan incident' This is the most harm, especially those with low value-added manufacturing, high shipping costs, and some corporate losses are reluctant to maintain operations, in order to maintain operation, Trying to bite to the cold winter. The big business bargaining ability, and the shipping company signed a long-term agreement, the fluctuation of freight is relatively small. "Zhong Zhechao thought.
How long will global shipping supply and demand imbalance still last? Investment Securities believes that the high boosts in the container industry is closely related to the conshancing boom, and the container, ship industry is related to the dollar cycle, shipping cycle, container update, ship cycle, etc., this industry is 2 ~ 3 years long cycle recovery Non-epidemic short-term effects.
China CITIC Construction Report pointed out that the need for a strong demand in the super-pendant season, and the global supply chain is intensified under the influence of various incidents. The imbalance in supply and demand is still further intensified. Although some branch lines are put into trunk transportation, the overall effective capacity of the market does not have signs of expansion. At the same time, the chaos of the shipbuilding period, release, etc. in the Asian region, is still fermented, and the supply chain continuity of the shipport port is further blocked; superimposed European summer break, labor shortages lead to further reduced efficiency in European and American port operations, short-term transportation market supply and demand contradiction Will further exacerbate.
Zhong Zhe Chao believes that in a short time, the situation is not optimistic. The problem of sea supply and demand will last until 2022 in February, and China's factory downscatched holiday. International shipping will enter the buffer period. As for whether it can return to normal, depending on the global epidemic control.
Recently, the Shenzhen Yantian Port 11000 export heavy boxes into port reservation number looting in half an hour in an instant, causing the industry concern. Securities Times reporter found, Yantian "One is hard to find" chaos is the global maritime industry operating in miniature.
Industry sources said that at present, the entire maritime industry is in an unprecedented period of chaos, "Black Swan" is still dancing. Under the influence of the epidemic to the United States, Europe, India and other multinational factory operating rate is insufficient, the international terminal shut down, plug the global maritime operation, the container can not lead to the normal flow of shipping prices soaring. Market supply and demand imbalance, lack of land is the root cause of supporting a range of issues.
Yantian hard to find a parking space
"When the police come here I just drive away, traffic police and then left to stop the car, three meals a day are sent to his wife from the car." Tow truck driver Mao master main daily ran Chongqing Yantian line . After finish the long distance back to the Yantian port, often can not find parking spaces, had to trailer parked on the roadside.
In order to prevent being ticketed, Mao did not dare to return to the master rental nearby. "Every time he returns Yantian no temporary parking spaces, this is the most vexing. Finally have time to spend time with children, but can only stay in the car in front." Mao teacher reluctantly told the Securities Times reporter. In recent years, increasingly scarce parking nearby Yantian, tow truck driver parking problems highlighted.
Reporters noted that on some broken road nearby, about six yards, they must attack a few large trucks parked on the roadside. "Stop here a number of partial benefits no one charges, can not stop to have luck, often those who have stopped position, not a permanent solution." Another driver Liu said the master, parking Gui parking is difficult in case they are the biggest problem, Yantian area parking fees every month 2,300 to 2,500 yuan, about 800 yuan a month Pingshan Pinghu, the driver had to cross the parking lot trailer cross daily round-trip, potentially increasing the cost of local road maintenance . To pull box convenience, the driver can only endure expensive parking fee.
In addition, the lack of supporting Yantian Port container yard outside, empty containers have 60-70% on the periphery of the surrounding harbor. Cohesive Longgang and Yantian wharf Yanpai, a large trailer back and forth between the pier and the container yard.
Reporters learned that because there is not enough Yantian surrounding yard for the storage of empty containers or heavy boxes, transport companies have to detour, multiple-entry Pingshan, Longgang, Dongguan and other places to put up the container, not only increasing the operational logistics and transport industry costs, but also increased driver fatigue, potential security risks.
China Road Transport Association road container transportation branch vice president, full-time executive director of Guangzhou Container Transport Association Zhouke Wen believes that this stage is not a security problem, you need to pay attention to the relevant departments. Zhouke Wen believes that the short term, Yantian surrounding land may be some temporary construction-related projects before, temporary storage containers, alleviate the problem of industry yard of land difficult. Reporters learned that, Yantian District government has long planned. Shenzhen Municipal Government financial allocations 4.2 billion project to build a container vehicle trailer Yantian District Integrated Services Center in Yantian District, will provide about 2000 container trailer parking spaces when completed. According to reports, a move that may ease the Yantian container trailer parking shortage. In July 2020, Yantian trailer service centers one has entered the construction phase.
Container, never to return
A box of hard to find
Zhouke Wen believes that Yantian reservation number seconds of light, not the root of the number of telephone numbers, but rather the lack of empty boxes, a box is hard to find the root cause.
Due to the impact of the epidemic, global terminal operation efficiency is not high, substantial growth in international demand for Chinese goods, after exports of goods shipped to foreign unloaded, the international liner company does not have enough capacity to empty containers shipped back to China. Poor circulation throughout the international logistics chain, has been transmitted to the top of a small yard Longgang.
Set in about six yards, the Securities Times reporter saw in the yard placed a large number of new boxes.
Set in a responsible person about six yard told Securities Times reporter, CIMC Yantian yard area of about 150,000 square meters, 15,000 containers can be stacked, now all filled, in the yard most of the new box set, and in short supply, the old box back to the little traffic. Yantian wharf after the outbreak appears to strengthen the management, all inbound trailer must make reservations in advance, many heavy boxes can not advance into port, diverted to the Longgang, Longhua, Pingshan even around the yard Dongguan.
Because there is no place container yard, part jump ship in Hong Kong, had planned to ship by Hong Kong and Yantian, Hong Kong or directly to the Spratly Islands. Container volume up during the Japan-China Yantian set out yard area can reach 7000, due to lack of containers, the current daily average of only 2000 to 3000.
"Many international shipping companies believe that the empty containers from ports in other countries shipped back to China cost is too high, not as good as later returned to China, in China to order new containers through the associated container manufacturing business, now in the collection of 40-foot container is about 6800 ~ 7200 US dollars, prices are still in short supply. "Zhouke Wen said.
"It is first come first served, which suppliers do not want to offend. Many come back to the container in Europe, the Americas, which is very unreasonable, but affected by the epidemic, port staff reduction in these countries, normal operations only a third of staff, poor circulation container, creating a vicious cycle. "a person in charge of the collection, about six yard said to reporters.
Currently, Australia, US East, US West, and Europe's international terminal port stockpiling a large number of empty containers. How to solve the plight of the industry a case of domestic hard to find?
Zhouke Wen believes that the industry department in Shenzhen City Bureau of Transportation should strengthen regulation and control of container resources Shenzhen Shekou Port, Da Chan Bay Port, Yantian District, etc., to coordinate shipping companies, port and freight forwarding companies, shipping companies do their utmost to urge the China's neighboring port of loss of empty containers transferred to China. At the same time coordinating the mobilization of shipping companies related to leasing business, increase recycling containers overseas, and combined with business needs, advance to order new boxes to container manufacturers.
Insufficient capacity at sea
Hard to find a boat
The new crown pneumonia epidemic not only the impact of the sea, the entire logistics industry have suffered a serious challenge, by contrast, the global maritime longest recovery period.
Time back to 2017, when the global economic downturn, shipping in a downward cycle, new ships and the number of containers has decreased, in 2018 there has been a wave of shortages and prices surge. In 2020, affected by the new crown pneumonia epidemic, many countries shut down factories, Chinese domestic epidemic under control after the factory began to return to work, a lot of overseas buyers to increase order volume, the situation is more pronounced shortage of accommodation.
Maritime poor, how air situation? For air transport, the Spring Festival to June is the off-season, before the outbreak, to send goods from China to Europe less than 30 yuan / kg, between February to April 2020, the global flight to fly China's significantly reduced, air transport price soared to about 160 yuan / kg, the high price and the lack of air cargo aircraft, air cargo movement will not go out of the mountains, many logistics companies have had to cancel sent directly from China to the world door to door parcel delivery service.
Aircraft grounded losses, in order to meet the increasing demand of logistics, passenger aircraft company will change freighters. From the beginning of June 2020, Freighter aircraft a significant increase in August, the price of air transport in Europe to fly down from 160 yuan / kg to 40 yuan / kg. "In the first half of the year to do a high-priced charter companies lose a lot of money, money the first half of the second half to lose out." Bu speed of a non-village Logistics Ltd., senior product manager, told reporters.
In addition, there are some logistics companies try to pass through a dozen countries by truck freight shipments from China to Europe, but because the land ports along the countries affected by the epidemic, there are different degrees of sealing off a large number of trucks blocked at Alashankou month. Complex land border crossings, passing through different countries, customs policy, transport safety and security is difficult, but also encountered bad weather such as heavy snow. Ground stability is far better than sea, a large number of companies still need to rely on shipping.
"Many companies have returned the gods, began to book the sea space. Slow half-taking the company found that in August 2020, China's domestic shipping containers have not been complete. At the time, as long as anyone had a sea container, immediately It is far higher than the original price. Someone pays back to China from Europe. Soon everyone discovered that from overseas recycling old boxes, it is better to customize new boxes directly in China. And there are ships in the United States Dongning is also willing to put the container to let the enterprises to make the company. "Bu Yun said.
Why can't the containers from foreign countries can't return China? It is understood that the epidemic has caused various national factories to stop production, many ships to the destination are unloaded, and there is no goods shipowner who don't want to ship, and if the goods are not arrogant, the lack of shipping is more prominent. This phenomenon has been lasts for 2021.
This year, India, Vietnam, Cambodia and other countries have been out of control. Some industrial orders in these countries are transferred to China. They have been exported to the world from China. The demand for foreign trade has increased, and the material production capacity is limited, and the shortage of containers is further increased.
"The current problem is that there is no box and has a box without a box, there is no container or container but insufficient shipping. Different shipping companies have different containers, and they have to solve the problem that can not install the ship. The stack of labeling is insufficient. The entire transportation is buckled, and the ring is blocked. "The village of Bu Yi said to the reporter.
The cycle characteristics of the sea are closely related to the production cycle of the traditional industry. The traditional industry will start to resume production, from June to July, in the second half of the sales season, transport to about 1 and a half months to 2 months. Since the logistics industry is weak, the production capacity is limited, the cyclical characteristics are very obvious, and the global shipping needs a longer time.
Bu Yi Village believes that with thanks from Europe, the United States and other areas, Christmas arrived in the second half of the year. Global logistics enters the peak of "Golden Nine Silver Ten". Many companies are worried that they can't get the box. Some companies are in the beginning of this year. The production cycle has already been raised in July, and it is understood that it is difficult to find a ship in advance.
When is the global shipping congestion end?
The shipping fee continued to rise is the most dominant part of the current shipping and demand contradiction. The Securities Times reporters learned that between 2018 ~ 2019, a 40-foot container to the East Bank of the United States, the sea freight is approximately 1200 to $ 1,100. This year has skyrocketed to $ 27,000 to $ 33,000.
The data of the Shanghai Shipping Exchange shows that on August 20th, China's export container freight index reached 3047.32 points, compared with 2.3% compared with the previous period. On the same day, Baltic Sea Dry Burge Index (BDI) reached 4092 points, compared to 2.92% of 3976 August 19th, up 141.0% in nearly 6 months, and rose 169.6% in the past year.
Who will benefit? Bi Village said to reporters that the shipowner, logistics company and shipping freight forwarding enterprises have benefited the most, and logistics costs increase, and will eventually go to consumers. He studied a bill for the shipowner as an example, because the shipbuilding cost is very high, many shipowners have been loan losses to buy boats, 2017 ~ 2018 The economic nonsense is very small, there are few ships, now there is a ship A ship can earn in the East.
The ship has earned a lot of money, naturally continuously stepped up the purchase of new ship, and the global shipping capacity is constantly increasing. According to Alphaaliner's latest data, the number of new ships in multiple ships has exceeded 50% of the owner. The founder and CEO Zhong Zhe Chao pointed out that there are still some shipping companies planning to exceed the original insurance, the global capacity increases is a good thing, but with the mitigation of the epidemic, the supply and demand relationship of the market will reverse.
Turnover the relevant A-share listed company earning report can also peek it. A few days ago, the container leading Chinese collection group released an announcement. In the first half of this year, the global economy has accelerated recovery, and international trade maintains a high level of breath, and the market's demand for containers is continuously relatively high. The Group's container business has risen, and the performance has risen sharply from the same period last year. It is estimated that the Group's net profit of the Group's shareholders and other equity holders to 4.6 billion yuan in the first half of the year, which will turn to profit from the same period last year. The same period of last year is about 182.8 billion yuan.
Similarly, another collective faucet in the middle of the sea control released in 2021, the results of the results in the first half of the year. The net profit at the reporting period was 37.09 billion yuan, and the net profit was 37.02 billion yuan. At the same time, the net profit from the same period was 1140 million yuan. After the net profit is 880 million yuan, the company has grown sharply in the same period in the same period last year, and the company has played the best results since the company's listing since 2007.
Under the congestion of sea, there are companies that have benefited from business. "In recent years, the logistics industry 'black swan incident' This is the most harm, especially those with low value-added manufacturing, high shipping costs, and some corporate losses are reluctant to maintain operations, in order to maintain operation, Trying to bite to the cold winter. The big business bargaining ability, and the shipping company signed a long-term agreement, the fluctuation of freight is relatively small. "Zhong Zhechao thought.
How long will global shipping supply and demand imbalance still last? Investment Securities believes that the high boosts in the container industry is closely related to the conshancing boom, and the container, ship industry is related to the dollar cycle, shipping cycle, container update, ship cycle, etc., this industry is 2 ~ 3 years long cycle recovery Non-epidemic short-term effects.
China CITIC Construction Report pointed out that the need for a strong demand in the super-pendant season, and the global supply chain is intensified under the influence of various incidents. The imbalance in supply and demand is still further intensified. Although some branch lines are put into trunk transportation, the overall effective capacity of the market does not have signs of expansion. At the same time, the chaos of the shipbuilding period, release, etc. in the Asian region, is still fermented, and the supply chain continuity of the shipport port is further blocked; superimposed European summer break, labor shortages lead to further reduced efficiency in European and American port operations, short-term transportation market supply and demand contradiction Will further exacerbate.
Zhong Zhe Chao believes that in a short time, the situation is not optimistic. The problem of sea supply and demand will last until 2022 in February, and China's factory downscatched holiday. International shipping will enter the buffer period. As for whether it can return to normal, depending on the global epidemic control.