The shipping cost is more expensive than the goods, and the risk of shipping in the sea is intensifi
- Author:BESSON
- Release Date:2021-08-27
The maritime prices continue to rise after the global spread of the epidemic, the Securities Times · E Company reporter interviewed many industry insiders at the end of last year, and most of the expected freight rates will reach high in June this year. But in fact, the freight continues to rise so far.
On the China-US hot route, there is a container shipping price has broken through 20,000 US dollars per standard, and even the price of the price; the Shanghai export container freight index (SCFI), which reflects the market price, has reached a new high, has been 14 consecutive Zhou rose.
Recently, the reporter interviewed a number of foreign trade companies, and some of the shipping costs represented by furniture were more than the shoulder goods. "Some foreign trade enterprises reflect, due to the shortage of containers, the uncertainty factors of goods exports have increased, and some goods have bounted for several months. The corporate funds are high. It is also not dare to accept orders due to the long freight cycle," Business Department International Trade A UN Research Coupon, a UN Research Court, told reporters.
There are many listed companies to warn out the risk of maritime business: On the one hand, the increase in freight rates increases; on the other hand, the shipments are blocked, resulting in increased inventory.
The high price increase in August
"I checked the air transport and shipping prices from Shanghai Harbor to New York, found that it was more close. Rough estimation, air price is $ 4.2 US dollars / kg, shipping price of $ 3.9 US dollars / kg. Of course, different ports, ship companies, The price of the cabinet will have access. "A staff member of an international freight company told reporters.
On the hot route, the freight rate per kilogram is chasing the air prices, which is a written photo of the sea freight.
"The month is rising. This month has just risen again. A 40-foot high cabinet is almost 20,000 US dollars from South China to the United States. The highest price has exceeded 20,000 US dollars." The aforementioned international freight company said.
After the new crown pneumonia epidemic, the global shipping logistics was blocked. Since the beginning of the second half of last year, a box of hardships, and the freight rate has become an industry.
In November last year, Shanghai Export Container Freight Index (SCFI) was on the first time, and at the end of April this year, it broke through 3,000 square joints, and in mid-July, he broke below 4,000 points.
The SCFI index mainly reflects the market price. This index is from the ten years before the release of the epidemic, is located below 1000 points.
In August, the container freight continued to rise. Take a variety of expenses such as pendant surcharge or destination port congestion with Star Shipping, Meisen Wheat, Herberott.
The Shanghai Shipping Exchange Data shows that the latest SCFI index has reached a new high, reaching 4281.53 points, up 1.3% higher than the previous week, which increased by 314.24% from the same period last year. According to reporter statistics, the SCFI index has risen for 14 weeks.
The freight is more expensive than the goods, and the goods are forced to rt.
The skyrockets of shipping prices have exceeded the expectations of many foreign trade vendors. Securities Times · E Company reporter interviewed many industries last year, most of them expect to reach high in June this year. But in fact, the price of shipping has also reached a new high.
"It is definitely more than expected." The head of the sea, from China imported furniture and business owner of the US main furniture rental business (equivalent), Wang Chen (pseudonym) said in an interview with a reporter that she is expected. The maritime price will meet with the top after this year's Spring Festival, but actually freight during the Spring Festival, there is still a remarkable rise, and the current price is completely exceeded.
Wang Chen has done statistics, from China imported sofa and other furniture single cabinets, and even the individual shipping costs are also slightly superchard, and the ratio of freight and goods reached 110%. Recent shipments continue to innovate, and the average shipping costs are expected to exceed single cabinet.
In order to reduce the impact of the price of shipping costs, Wang Chen has taken the initiative to contact Chinese manufacturers to propose to slow production, and take the initiative to lower the order quantity in the fourth quarter of this year.
Compared with the second and third quarters, we have made a lot of discounts in the fourth quarter, which is to consider the shortage of containers and too high. "She further analyzed the road, actively reducing orders as the customer. The Chinese manufacturer may passively experience the backlog of goods.
Another Chinese furniture manufacturer confirmed that there is indeed cargo backlog. This head of the sea, China's furniture export manufacturer, the main Chen Pen, said to Securities Times · E Company reporters said that the backlog of goods in the fourth May 2010, but it is not too serious. However, because the goods are packaged as the vacuum mode, it may be too long to have a leak, so it is necessary to re-deal with the delivery or the package, which is equivalent to adding costs.
The reason for the backlog of goods, Chen Zi believes that the skyrocket is one of the reasons. He said that the reporter said that due to the problem of shipping, the shipping cost is higher than the value of the value, he has taken a variety of measures to reduce transportation costs, such as the transportation mode of some goods, is transferred to air; try to ship the container, reduce Bulk cargo storage, etc.
Another reason for the backlog of goods is that the container is shortaged and the epidemic prevention and control needs to cause the transport cycle to become long. "In fact, from the beginning of the year, we have already booked one month in advance, but still can't affix the shipping time, there is still more than a month, and it is necessary to wait for more time to wait in advance. Ji cabinet shipped. "Chen Pen said to the reporter.
Overall, due to high transportation, according to the manufacturer of FOB clause, despite not to bear shipping (bears), due to customer chopping, it is still facing the backlog of goods, and cannot be in time.
Customs data shows that in July, my country's furniture and its part exports reached US $ 6043 million, an increase of 9% year-on-year, but the falling is 2% from June.
Recently, many listed companies have successively warmed the relevant risks. Oma Electric Tips, since 2020 is affected by new crown epidemic, the global shipping logistics is blocked. The epidemic causes the price of the marine logistics price, the shortage of domestic port containers, and the transport cycle becomes long. The company faces the risk of transportation and cannot be shipped in time.
Futian car frank in half a year: At present, there is currently shortage of shipping and shortage of shipping in the international shipping market. It will not subverse, international and national macroeconomic regulation cannot affect monopolistic shipping markets, total export trade and export trade. In a sharp rise; long-term, the shortage of shipping costs and shortage of shipping resources will be the commonality of all China's export enterprises.
Harbor capacity fluctuation affects shipping
In addition to the factors such as shipping prices, container retention overseas, marine cycle, the increase in port operations will also lead to backlogs in China. Since this year, it has been blocked from the Suez Canal to China's Yantian Port, and various emergencies have continuously affecting industry supply and demand status.
House seemingly endless rain. On August 11th, Ningbo Meishan Terminal notice, from 3:30 on 11th, suspend suitcase service, when the port area will recover "other notices". On the same day, the official release of the Ningbo Municipal Health Committee said that in the routine detection of Zhoushan Port, 1 case of new crown virus nucleic acid was found to detect positive personnel. The case work unit is Ningbo Meidong Container Terminal Co., Ltd.
Ningbo Zhoushan Port is the first largest port of global goods throughput, and the container throughput is ranked third in the world. It is also the largest port in China's super large huge turn. The port is composed of 19 port areas such as Zhenhai, Beilun, Big Heroes, Wuting Mountain, Meishan, Jintang, Quill, Sixth, Tangang, Yangshan. In 2020, the container throughput of Meishan Port, accounts for nearly 20% of Ningbo Zhoushan Port.
The reporter learned from the Zhejiang Harbor, in addition to the Meshan Terminal suspension operation, the other ports of Ningbo Zhoushan Port is normal. Ningbo Zhoushan Port will be actively negotiated with shipping companies in accordance with the recent week of the last week, and the ship is actively negotiated and reasonably adjusted to the ship to other port areas. In addition, in order to reduce the influence of Mei Dong's ship adjustment, the company will play a linkage role in the whole port production system, and arrange each terminal company according to the status of the pile, to ensure that the customers can smoothly Shipment, etc.
Despite this, the market is still concerned that there is an epidemic in Zhoushan Port in Ningbo, whether it will lead to the "Yantian Port Congestion Crisis" reproduction, thereby further reminding the price of shipping.
Tianyuan believes that in a short period of time, other terminals of Ningbo Port can replace the capacity of the Meishan Pier. If the shutdown time is longer, a chain reaction may be generated to a certain extent, and the container backlog is increased to a certain extent.
At the end of May this year, Guangdong's epidemic led to an increase in the number of marine delays in Yantian, and there were more than 50 ships at the beginning of June. "Although Yantian Hong Kong's capacity has been basically restored, the port congestion will have a lot of follow-up influences one day. I have a backup of the goods in my side, mainly because of the previous Yantian Port congestion, there is already three The moon can be positioned. "Anti-international freight company told the Securities Times · E Company reporter.
The world's largest container shipping and logistics company Mski Asia Pacific Chief Operating Officer James Wroe said earlier, the port "Obviously, it will cause direct interference, and seek the turn of the vessel and goods, resulting in further congestion of the surrounding port." But He also said that most of Maersk's service is located 20 to 40 kilometers from Meishan Pier, so the current company service has not been significantly affected.
According to the reporter, there is currently the carrier's vessel begins to jump Hong Kong Ningbo to turn Shanghai. As France Dari release notice, its PEX3 service vessel "Samson" and FAL1 service vessel "Rivoli" freight business "temporarily suspend" until the terminal is reopened. "Melisande" served in PEX3 will arrive in Shanghai or 19th on August 18, then go to Ningbo, arrive on August 20 or leave the country on the 21st.
Multi-company performance is dragged down
In the first half of the year, due to repetitive global epidemics, shipping prices continued to skyrocket, and many listed companies have been related to the impact: On the other hand, the increase in freight is increased, and the other aspect is the increasing inventory.
The impact of marking of sea prices is particularly obvious, such as furniture, tires, etc. The Western Securities Research Report has previously pointed out that the sea has a pressure on China's tire enterprise performance in the second quarter; the exports and profit margins of industry-related companies have an impact, and become the main factors affecting the second-quarter results; it is necessary to pay attention to the mitigation of sea transportation .
Surprise skyrocket has laminated the extrusion of export commodity profits for a while, and the recent impact is more obvious. A person in charge of the tire export enterprise using FOB mode settlement (other payment fee) said that although the risk of freight is borne by customers, the company has also taken part of the freight with customers due to the expected expectation of the cost of freight rates. The company's profits.
Guizhou tires said that Vietnamese projects are still in the trial production phase, raw material prices and shipping costs, will lead to an increase in the company's related cost. The exquisite tire said that Thailand is exquisite through strict implementation of two o'clock, daily killing and actively mobilizing employee vaccination, and current production and operation activities are carried out. At present, containers in Europe and America are still tense, and the company is actively studying countermeasures to ensure that sales delivery is carried out.
In addition to the tire industry, other export listed companies' performance and shipping processes are also affected.
Re-Man Optoelectronics said in a semi-annual newspaper, the company faced the upper reaches of the upstream raw price increase, the company's exchange rate increased significantly, and the price of shipping in the middle and late June caused the external unfavorable factors such as the foreign transport of ports. . The company's LED lighting wholly-owned subsidiaries have realized operating income of 158 billion in the first half of the year, and the sum of orders increased significantly from the same period of the previous year, but due to new crown epidemic, the transportation of foreign transportation and the shipping costs have risen sharply, resulting in LED lighting business Some product shipments are blocked.
Thai and Technology have increased in the first half of this year, but Mao's profit, net profit decline, part of the reason is the impact of marine price increase. The company has been 1131.71 yuan / ton in the first half of the year, up 184.78% year-on-year, while the average price increase of only 6%.
Zheng Dan stocks have increased by 44% year-on-year to 815 million yuan in the first half of the year, but the sales cost growth rate is 66%, and the increase in business income is half. The main reasons except sales increases, but also rose sharply during the reporting period. There is also a similar situation, and the company has increased by 53.57% in the first half of the year. The growth rate of sales expenses is as high as 77.66%, and the reason is except for sales volume, including the large price increase of shipping costs.
Hayellid's stone-plastic floor products are mainly sold to Europe, the United States, Australia, etc., which have been affected by sea freight and raw material prices in the first half of the year, and the profitability has declined. In the first half of the year, Jingsheng Group has affected the shipping factors, some finished product stocks cannot be shipped on schedule, and the finished product inventory has increased by about 45 million from the same period last year.
When is the freight? It is still difficult to judge now
When can you see the top of the freight rate of sustained high songs?
This depends on how to resolve this round of freight. Since last year, the epidemic in the world has been repeated, and the process of completion of foreign companies continue to be blocked, leading to an increase in international orders, and domestic exports continue to grow. Because of the reduction of orders from China due to the blocked, it has caused the container to stay overseas after departure from China, and the reflow cycle is growing, and the domestic container is hard to find, the price continues to rise. Plus the epidemic repeated, some port portions are transiently blocked, and there is a congestion in other ports and more helpful.
Therefore, when the freight is high, it will be a large part of the progress of the epidemic, the intensification of the port is relieved, and the recovery of international trade supply and demand.
In addition to the problem of supplying endurance, in the demand side, the new round of freight rate in August has also been affected by the peak season of Western Festival stocks in the Western Festival in the fourth quarter, and the demand for investment in North America.
"Recently, the price of sea containers is high. The main reason is that the global new crown pneumonia epidemic situation, the imbalance of supply and demand caused by the international supply chain, and some ports have exacerbated the market fluctuations. Container" a box of hard "phenomenon has continued For a while, the main reason is that overseas port is congested, and a large amount of container retention is severely caused, for example, the number of Australian air box has exceeded 50,000. "Tianyuan believes.
In Tianyuan, this round price increase cycle depends on the mitigation of container supply and demand, currently, the US, Australian container retention is still serious, and the market fluctuates in the short term may continue.
In this round of "super cycles", earning the Boats of the Bank continues to increase profit expectations. The latest half-year report in Maersk showed that the company had a net profit of $ 3732 million in the second quarter, which was much higher than $ 359 million last year, and set the best quarterly performance in history. At the same time, the company expects performance performance in the third quarter to exceed the second quarter.
However, Maerski also said that due to potential changes in the current demand, the supply chain is blocked and the shortage of equipment will still have an impact on market, and the performance of the next few quarters may still occur higher than normal levels.
Previously, the COSCO Chaotic Achievements showed that the profit is expected to be approximately 37.1 billion yuan in the first half of the year, which is nearly 32 times year-on-year. This is also the best performance in the same period since the launch of the company in 2007. At the secondary market, COSCO CDF has risen from 25.69 yuan / shares this year from May 2.41 yuan this year, and the period has increased by 10 times.
However, China-China Hai Control A and H-share stocks have a callback, and the market funds are expected to have disagreement on shipping industry. Among them, on August 16th, COSCO had a share of nearly 5% to 20.59 yuan / share, and its high-point share price has been repeated 20% from July.
The recent development report of Sky Wind Securities said that the influence of epidemic in the third quarter continued to overlay the season, the consumption demand is strong; while the main ports of the world still have congestion, the capacity supply is limited, and the industry is expected to maintain a high boost. But as the epidemic is alleviated, the four quarters is coming, and the industry has a risk of slightness.
On the China-US hot route, there is a container shipping price has broken through 20,000 US dollars per standard, and even the price of the price; the Shanghai export container freight index (SCFI), which reflects the market price, has reached a new high, has been 14 consecutive Zhou rose.
Recently, the reporter interviewed a number of foreign trade companies, and some of the shipping costs represented by furniture were more than the shoulder goods. "Some foreign trade enterprises reflect, due to the shortage of containers, the uncertainty factors of goods exports have increased, and some goods have bounted for several months. The corporate funds are high. It is also not dare to accept orders due to the long freight cycle," Business Department International Trade A UN Research Coupon, a UN Research Court, told reporters.
There are many listed companies to warn out the risk of maritime business: On the one hand, the increase in freight rates increases; on the other hand, the shipments are blocked, resulting in increased inventory.
The high price increase in August
"I checked the air transport and shipping prices from Shanghai Harbor to New York, found that it was more close. Rough estimation, air price is $ 4.2 US dollars / kg, shipping price of $ 3.9 US dollars / kg. Of course, different ports, ship companies, The price of the cabinet will have access. "A staff member of an international freight company told reporters.
On the hot route, the freight rate per kilogram is chasing the air prices, which is a written photo of the sea freight.
"The month is rising. This month has just risen again. A 40-foot high cabinet is almost 20,000 US dollars from South China to the United States. The highest price has exceeded 20,000 US dollars." The aforementioned international freight company said.
After the new crown pneumonia epidemic, the global shipping logistics was blocked. Since the beginning of the second half of last year, a box of hardships, and the freight rate has become an industry.
In November last year, Shanghai Export Container Freight Index (SCFI) was on the first time, and at the end of April this year, it broke through 3,000 square joints, and in mid-July, he broke below 4,000 points.
The SCFI index mainly reflects the market price. This index is from the ten years before the release of the epidemic, is located below 1000 points.
In August, the container freight continued to rise. Take a variety of expenses such as pendant surcharge or destination port congestion with Star Shipping, Meisen Wheat, Herberott.
The Shanghai Shipping Exchange Data shows that the latest SCFI index has reached a new high, reaching 4281.53 points, up 1.3% higher than the previous week, which increased by 314.24% from the same period last year. According to reporter statistics, the SCFI index has risen for 14 weeks.
The freight is more expensive than the goods, and the goods are forced to rt.
The skyrockets of shipping prices have exceeded the expectations of many foreign trade vendors. Securities Times · E Company reporter interviewed many industries last year, most of them expect to reach high in June this year. But in fact, the price of shipping has also reached a new high.
"It is definitely more than expected." The head of the sea, from China imported furniture and business owner of the US main furniture rental business (equivalent), Wang Chen (pseudonym) said in an interview with a reporter that she is expected. The maritime price will meet with the top after this year's Spring Festival, but actually freight during the Spring Festival, there is still a remarkable rise, and the current price is completely exceeded.
Wang Chen has done statistics, from China imported sofa and other furniture single cabinets, and even the individual shipping costs are also slightly superchard, and the ratio of freight and goods reached 110%. Recent shipments continue to innovate, and the average shipping costs are expected to exceed single cabinet.
In order to reduce the impact of the price of shipping costs, Wang Chen has taken the initiative to contact Chinese manufacturers to propose to slow production, and take the initiative to lower the order quantity in the fourth quarter of this year.
Compared with the second and third quarters, we have made a lot of discounts in the fourth quarter, which is to consider the shortage of containers and too high. "She further analyzed the road, actively reducing orders as the customer. The Chinese manufacturer may passively experience the backlog of goods.
Another Chinese furniture manufacturer confirmed that there is indeed cargo backlog. This head of the sea, China's furniture export manufacturer, the main Chen Pen, said to Securities Times · E Company reporters said that the backlog of goods in the fourth May 2010, but it is not too serious. However, because the goods are packaged as the vacuum mode, it may be too long to have a leak, so it is necessary to re-deal with the delivery or the package, which is equivalent to adding costs.
The reason for the backlog of goods, Chen Zi believes that the skyrocket is one of the reasons. He said that the reporter said that due to the problem of shipping, the shipping cost is higher than the value of the value, he has taken a variety of measures to reduce transportation costs, such as the transportation mode of some goods, is transferred to air; try to ship the container, reduce Bulk cargo storage, etc.
Another reason for the backlog of goods is that the container is shortaged and the epidemic prevention and control needs to cause the transport cycle to become long. "In fact, from the beginning of the year, we have already booked one month in advance, but still can't affix the shipping time, there is still more than a month, and it is necessary to wait for more time to wait in advance. Ji cabinet shipped. "Chen Pen said to the reporter.
Overall, due to high transportation, according to the manufacturer of FOB clause, despite not to bear shipping (bears), due to customer chopping, it is still facing the backlog of goods, and cannot be in time.
Customs data shows that in July, my country's furniture and its part exports reached US $ 6043 million, an increase of 9% year-on-year, but the falling is 2% from June.
Recently, many listed companies have successively warmed the relevant risks. Oma Electric Tips, since 2020 is affected by new crown epidemic, the global shipping logistics is blocked. The epidemic causes the price of the marine logistics price, the shortage of domestic port containers, and the transport cycle becomes long. The company faces the risk of transportation and cannot be shipped in time.
Futian car frank in half a year: At present, there is currently shortage of shipping and shortage of shipping in the international shipping market. It will not subverse, international and national macroeconomic regulation cannot affect monopolistic shipping markets, total export trade and export trade. In a sharp rise; long-term, the shortage of shipping costs and shortage of shipping resources will be the commonality of all China's export enterprises.
Harbor capacity fluctuation affects shipping
In addition to the factors such as shipping prices, container retention overseas, marine cycle, the increase in port operations will also lead to backlogs in China. Since this year, it has been blocked from the Suez Canal to China's Yantian Port, and various emergencies have continuously affecting industry supply and demand status.
House seemingly endless rain. On August 11th, Ningbo Meishan Terminal notice, from 3:30 on 11th, suspend suitcase service, when the port area will recover "other notices". On the same day, the official release of the Ningbo Municipal Health Committee said that in the routine detection of Zhoushan Port, 1 case of new crown virus nucleic acid was found to detect positive personnel. The case work unit is Ningbo Meidong Container Terminal Co., Ltd.
Ningbo Zhoushan Port is the first largest port of global goods throughput, and the container throughput is ranked third in the world. It is also the largest port in China's super large huge turn. The port is composed of 19 port areas such as Zhenhai, Beilun, Big Heroes, Wuting Mountain, Meishan, Jintang, Quill, Sixth, Tangang, Yangshan. In 2020, the container throughput of Meishan Port, accounts for nearly 20% of Ningbo Zhoushan Port.
The reporter learned from the Zhejiang Harbor, in addition to the Meshan Terminal suspension operation, the other ports of Ningbo Zhoushan Port is normal. Ningbo Zhoushan Port will be actively negotiated with shipping companies in accordance with the recent week of the last week, and the ship is actively negotiated and reasonably adjusted to the ship to other port areas. In addition, in order to reduce the influence of Mei Dong's ship adjustment, the company will play a linkage role in the whole port production system, and arrange each terminal company according to the status of the pile, to ensure that the customers can smoothly Shipment, etc.
Despite this, the market is still concerned that there is an epidemic in Zhoushan Port in Ningbo, whether it will lead to the "Yantian Port Congestion Crisis" reproduction, thereby further reminding the price of shipping.
Tianyuan believes that in a short period of time, other terminals of Ningbo Port can replace the capacity of the Meishan Pier. If the shutdown time is longer, a chain reaction may be generated to a certain extent, and the container backlog is increased to a certain extent.
At the end of May this year, Guangdong's epidemic led to an increase in the number of marine delays in Yantian, and there were more than 50 ships at the beginning of June. "Although Yantian Hong Kong's capacity has been basically restored, the port congestion will have a lot of follow-up influences one day. I have a backup of the goods in my side, mainly because of the previous Yantian Port congestion, there is already three The moon can be positioned. "Anti-international freight company told the Securities Times · E Company reporter.
The world's largest container shipping and logistics company Mski Asia Pacific Chief Operating Officer James Wroe said earlier, the port "Obviously, it will cause direct interference, and seek the turn of the vessel and goods, resulting in further congestion of the surrounding port." But He also said that most of Maersk's service is located 20 to 40 kilometers from Meishan Pier, so the current company service has not been significantly affected.
According to the reporter, there is currently the carrier's vessel begins to jump Hong Kong Ningbo to turn Shanghai. As France Dari release notice, its PEX3 service vessel "Samson" and FAL1 service vessel "Rivoli" freight business "temporarily suspend" until the terminal is reopened. "Melisande" served in PEX3 will arrive in Shanghai or 19th on August 18, then go to Ningbo, arrive on August 20 or leave the country on the 21st.
Multi-company performance is dragged down
In the first half of the year, due to repetitive global epidemics, shipping prices continued to skyrocket, and many listed companies have been related to the impact: On the other hand, the increase in freight is increased, and the other aspect is the increasing inventory.
The impact of marking of sea prices is particularly obvious, such as furniture, tires, etc. The Western Securities Research Report has previously pointed out that the sea has a pressure on China's tire enterprise performance in the second quarter; the exports and profit margins of industry-related companies have an impact, and become the main factors affecting the second-quarter results; it is necessary to pay attention to the mitigation of sea transportation .
Surprise skyrocket has laminated the extrusion of export commodity profits for a while, and the recent impact is more obvious. A person in charge of the tire export enterprise using FOB mode settlement (other payment fee) said that although the risk of freight is borne by customers, the company has also taken part of the freight with customers due to the expected expectation of the cost of freight rates. The company's profits.
Guizhou tires said that Vietnamese projects are still in the trial production phase, raw material prices and shipping costs, will lead to an increase in the company's related cost. The exquisite tire said that Thailand is exquisite through strict implementation of two o'clock, daily killing and actively mobilizing employee vaccination, and current production and operation activities are carried out. At present, containers in Europe and America are still tense, and the company is actively studying countermeasures to ensure that sales delivery is carried out.
In addition to the tire industry, other export listed companies' performance and shipping processes are also affected.
Re-Man Optoelectronics said in a semi-annual newspaper, the company faced the upper reaches of the upstream raw price increase, the company's exchange rate increased significantly, and the price of shipping in the middle and late June caused the external unfavorable factors such as the foreign transport of ports. . The company's LED lighting wholly-owned subsidiaries have realized operating income of 158 billion in the first half of the year, and the sum of orders increased significantly from the same period of the previous year, but due to new crown epidemic, the transportation of foreign transportation and the shipping costs have risen sharply, resulting in LED lighting business Some product shipments are blocked.
Thai and Technology have increased in the first half of this year, but Mao's profit, net profit decline, part of the reason is the impact of marine price increase. The company has been 1131.71 yuan / ton in the first half of the year, up 184.78% year-on-year, while the average price increase of only 6%.
Zheng Dan stocks have increased by 44% year-on-year to 815 million yuan in the first half of the year, but the sales cost growth rate is 66%, and the increase in business income is half. The main reasons except sales increases, but also rose sharply during the reporting period. There is also a similar situation, and the company has increased by 53.57% in the first half of the year. The growth rate of sales expenses is as high as 77.66%, and the reason is except for sales volume, including the large price increase of shipping costs.
Hayellid's stone-plastic floor products are mainly sold to Europe, the United States, Australia, etc., which have been affected by sea freight and raw material prices in the first half of the year, and the profitability has declined. In the first half of the year, Jingsheng Group has affected the shipping factors, some finished product stocks cannot be shipped on schedule, and the finished product inventory has increased by about 45 million from the same period last year.
When is the freight? It is still difficult to judge now
When can you see the top of the freight rate of sustained high songs?
This depends on how to resolve this round of freight. Since last year, the epidemic in the world has been repeated, and the process of completion of foreign companies continue to be blocked, leading to an increase in international orders, and domestic exports continue to grow. Because of the reduction of orders from China due to the blocked, it has caused the container to stay overseas after departure from China, and the reflow cycle is growing, and the domestic container is hard to find, the price continues to rise. Plus the epidemic repeated, some port portions are transiently blocked, and there is a congestion in other ports and more helpful.
Therefore, when the freight is high, it will be a large part of the progress of the epidemic, the intensification of the port is relieved, and the recovery of international trade supply and demand.
In addition to the problem of supplying endurance, in the demand side, the new round of freight rate in August has also been affected by the peak season of Western Festival stocks in the Western Festival in the fourth quarter, and the demand for investment in North America.
"Recently, the price of sea containers is high. The main reason is that the global new crown pneumonia epidemic situation, the imbalance of supply and demand caused by the international supply chain, and some ports have exacerbated the market fluctuations. Container" a box of hard "phenomenon has continued For a while, the main reason is that overseas port is congested, and a large amount of container retention is severely caused, for example, the number of Australian air box has exceeded 50,000. "Tianyuan believes.
In Tianyuan, this round price increase cycle depends on the mitigation of container supply and demand, currently, the US, Australian container retention is still serious, and the market fluctuates in the short term may continue.
In this round of "super cycles", earning the Boats of the Bank continues to increase profit expectations. The latest half-year report in Maersk showed that the company had a net profit of $ 3732 million in the second quarter, which was much higher than $ 359 million last year, and set the best quarterly performance in history. At the same time, the company expects performance performance in the third quarter to exceed the second quarter.
However, Maerski also said that due to potential changes in the current demand, the supply chain is blocked and the shortage of equipment will still have an impact on market, and the performance of the next few quarters may still occur higher than normal levels.
Previously, the COSCO Chaotic Achievements showed that the profit is expected to be approximately 37.1 billion yuan in the first half of the year, which is nearly 32 times year-on-year. This is also the best performance in the same period since the launch of the company in 2007. At the secondary market, COSCO CDF has risen from 25.69 yuan / shares this year from May 2.41 yuan this year, and the period has increased by 10 times.
However, China-China Hai Control A and H-share stocks have a callback, and the market funds are expected to have disagreement on shipping industry. Among them, on August 16th, COSCO had a share of nearly 5% to 20.59 yuan / share, and its high-point share price has been repeated 20% from July.
The recent development report of Sky Wind Securities said that the influence of epidemic in the third quarter continued to overlay the season, the consumption demand is strong; while the main ports of the world still have congestion, the capacity supply is limited, and the industry is expected to maintain a high boost. But as the epidemic is alleviated, the four quarters is coming, and the industry has a risk of slightness.