The freight suddenly fell, and the price of the high price should be "cool"? Will impo
- Author:BESSON
- Release Date:2021-10-18
In many factors that push the international food prices, the high shipping costs are one of them. A series of supply chain dislocations and port stops caused by the epidemic, causing global capacity, helping the shipping costs rising, and the container of $ 3,000 was stirred up to 18,000, properly became a "profiteering industry". Recently, the high price freight suddenly appeared a slim head, what is going on?
First, is there a "cool"?
As we all know, the sea freight is high, one of the reasons is "a box of hard-seeking". After the "accident" of the ENC, the capacity pressure is doubled, the port goods are piled up, and the containers are shortaged, and the price is frequently rising. So far, many ports have stacked a lot of retention containers. On the 13th, the United States announced that its largest port Los Angeles port will operate all day to address the backlog of goods.
In the case of high shipping, low capacity, many international giants began to rent boat buyers to relieve the problem of supply chain. In the last month, the shipping giant Davi Group took the lead in announced the "freeze" freight, which stopped up with the immediate freight. Subsequently, the quote of Meisen wheel suddenly appeared. One degree triggered market guess: Is the freight be dropped?
In China, due to the impact of the limit of the electricity, many enterprises shut down production and cut production capacity. Coupled with the relevant departments to regulate the intensive capacity, and shipping companies have actively increased capacity, so that some of the crusts of congestion have eased, and the turnover efficiency has risen. After the holiday, the price of some routes has also fallen.
At home and abroad, there is a callback, which can't help but guess: Is the freight really want to "cool"?
Second, not so simple
It seems that the price has fallen on the seemingly surface, but it is not so simple.
First, in addition to shipping, there are still many other additional expenses. For example, the pile of parcels, secondary entering Hong Kong fees, etc., these fees are constantly rising, all of which are not small. Therefore, for the actual payment fee, the price does not change, and even in turn is still increasing.
Second, the so-called price "frozen" seems to curb the price of prices, but from the other hand, it also locked the current high-level shipping price. For shipping companies, the company's positions will generally reserve customers with long-term agreement in advance. As a result, high freight rates have been locked in advance in February next year. So this is a shipping company, and the benefits are greater than the disadvantage. For the payment, it means that it has always been taken on a high price shipping.
Third, there are many factors affecting the cost of shipping. As prices have risen, it is indeed squeezing out some needs, so there is a normal callback in the near future, but the callback is very limited. After all, the big landscape of the capacity has not changed, and with the end of the year to the Spring Festival, it is the peak season of production procurement, and orders will continue to increase. Therefore, the price of freight is very likely to rebound.
Third, what is the impact on food prices?
The increase in sea freight has increased the cost of imports to food imports. Although global agricultural prices have fallen after June, as transportation costs continue to rise, the overall food circulation cost increases, plus global fuel and tension of ships, and the difficulty of transportation, and the food cost is invisible.
Under the current point of view, the international food prices are still in high, especially in October's supply and demand report, which is affected by extreme weather, North America, Europe, the output of wheat producing country production, therefore, lowered 2021 ~ 2022 wheat periodical stock Also make wheat presented the pattern of supply and demolation. Although corn inventory and production have increased, the overall is still in historical preference, so prices are also difficult to fall. At this time, it is stacked with high shipping costs, and imported food prices is still in a high level.
Not long ago, the country has just announced 2022 food import tariff quotas. With this year's corn, imported corn is expected to fall next year, and corn price fluctuations will depend more on supply and demand in the domestic market. On the other hand, the high international grain prices have also formed a certain support to domestic corn, so the trend of domestic corn is more optimistic, but it is not more pessimistic.
First, is there a "cool"?
As we all know, the sea freight is high, one of the reasons is "a box of hard-seeking". After the "accident" of the ENC, the capacity pressure is doubled, the port goods are piled up, and the containers are shortaged, and the price is frequently rising. So far, many ports have stacked a lot of retention containers. On the 13th, the United States announced that its largest port Los Angeles port will operate all day to address the backlog of goods.
In the case of high shipping, low capacity, many international giants began to rent boat buyers to relieve the problem of supply chain. In the last month, the shipping giant Davi Group took the lead in announced the "freeze" freight, which stopped up with the immediate freight. Subsequently, the quote of Meisen wheel suddenly appeared. One degree triggered market guess: Is the freight be dropped?
In China, due to the impact of the limit of the electricity, many enterprises shut down production and cut production capacity. Coupled with the relevant departments to regulate the intensive capacity, and shipping companies have actively increased capacity, so that some of the crusts of congestion have eased, and the turnover efficiency has risen. After the holiday, the price of some routes has also fallen.
At home and abroad, there is a callback, which can't help but guess: Is the freight really want to "cool"?
Second, not so simple
It seems that the price has fallen on the seemingly surface, but it is not so simple.
First, in addition to shipping, there are still many other additional expenses. For example, the pile of parcels, secondary entering Hong Kong fees, etc., these fees are constantly rising, all of which are not small. Therefore, for the actual payment fee, the price does not change, and even in turn is still increasing.
Second, the so-called price "frozen" seems to curb the price of prices, but from the other hand, it also locked the current high-level shipping price. For shipping companies, the company's positions will generally reserve customers with long-term agreement in advance. As a result, high freight rates have been locked in advance in February next year. So this is a shipping company, and the benefits are greater than the disadvantage. For the payment, it means that it has always been taken on a high price shipping.
Third, there are many factors affecting the cost of shipping. As prices have risen, it is indeed squeezing out some needs, so there is a normal callback in the near future, but the callback is very limited. After all, the big landscape of the capacity has not changed, and with the end of the year to the Spring Festival, it is the peak season of production procurement, and orders will continue to increase. Therefore, the price of freight is very likely to rebound.
Third, what is the impact on food prices?
The increase in sea freight has increased the cost of imports to food imports. Although global agricultural prices have fallen after June, as transportation costs continue to rise, the overall food circulation cost increases, plus global fuel and tension of ships, and the difficulty of transportation, and the food cost is invisible.
Under the current point of view, the international food prices are still in high, especially in October's supply and demand report, which is affected by extreme weather, North America, Europe, the output of wheat producing country production, therefore, lowered 2021 ~ 2022 wheat periodical stock Also make wheat presented the pattern of supply and demolation. Although corn inventory and production have increased, the overall is still in historical preference, so prices are also difficult to fall. At this time, it is stacked with high shipping costs, and imported food prices is still in a high level.
Not long ago, the country has just announced 2022 food import tariff quotas. With this year's corn, imported corn is expected to fall next year, and corn price fluctuations will depend more on supply and demand in the domestic market. On the other hand, the high international grain prices have also formed a certain support to domestic corn, so the trend of domestic corn is more optimistic, but it is not more pessimistic.