The wind is back!Wanhai Shipping has been invited to join the league?
- Author:Shipping information
- Source:Shipping information
- Release Date:2024-09-05
Xie Fulong, general manager of Wanhai Shipping, participated in the online legal person briefing on August 29. He revealed that many colleagues invited Wanhai Shipping to join the alliance, but did not disclose which one was.
He said, "We are exploring and considering joining the league. At present, Wanhai Shipping and Ocean Union Shipping (ONE) Asia-US West routes have the Asia-Pacific-East Airlines connection with Herbelot."
Alliance reorganization, the wind resurrection?
Of course, Xiaobian is more interested in which alliance will Wanhai Shipping join?In fact, the three major alliances of the marketing market are undergoing "turbulent changes."
In addition to maintaining stability of the Ocean Union and confirming that "extend the cooperation at least to the next ten years", pass the "a clear and positive" signal to the market, becoming a cockpit stone that enhances the toughness and stability of global supply.The 2M Alliance breaks up, but also weighs the attraction of the cooperation plan of Maersk and Herbelot's "Gemini" (Gemini) ...
In particular, the remaining three members of the alliance: ONE, Yangming Shipping and Han Xinhai Yun (HMM), how to deal with ... As of now, they have not explicitly expressed their views on the future.
In a realistic environment full of uncertainty, what the collective market really needs is "clear and stable" expectations, especially when we look forward to the "alliance" in the future can still maintain the stable structure of at least the "three major alliances".It is confirmed that the global supply chain customers have different or personalized "selection" rights, and then help continue to improve the toughness and reliability of the supply chain.
However, the reality is that the "three major alliances" are missing one.To some extent, on the one hand, it is of little significance to maintain The Alliance. Take a step back, even if it can absorb like Wanhai Shipping, T.S. Lines, Sealead ...... It is not enough to make up for the huge gap left by Herbelot.On the other hand, MSC is too large in the header line company, and has the ability to operate independently, and its capacity even exceeds the sum of the two "Gemini".Especially in the context of the European Union's decision to extend the "Alliance Exemption Regulations" (CBER), it is difficult to imagine that MSC can "reorganize" alliances with other companies ...
Frankly speaking, Xiaobian does not believe that MSC will operate independently ... Earlier, he had boldly assumed and has been looking forward to cooperating with ONE to form a super league.To be honest, as of now, ONE CEO Jeremy Nixon has not fulfilled the promise of announced the progress of the progress in the "April", making Xiaobian look forward to it ...
In general, as for the "invitation to join the alliance" mentioned by the general manager of Wanhai Shipping, in the opinion of the editor, this is more likely to refer to the cabin cooperation (VSA) agreement.From this perspective, in addition to "Gemini" is the exclusive cooperation of "Completely closed" types of "completely closed" in Masisk and Herbertrot, Wanhai Shipping is indeed a lot ...
Regarding the future market trend, Xie Fulong predicts that before Christmas and New Year, European and American retailers will have replenishment needs, and a wave of shipments will appear before the "Eleventh" holiday. There is still a "peak season" market in the market.Although the global marketing market is facing multiple challenges such as supply of overcurrent supply, the Russian and Uchians, the Red Sea crisis, the dock congestion, the strike and extreme climate, he has maintained an optimistic and prudent attitude towards market prospects.
He believes that the Red Sea crisis continues, and it is difficult to change in the short term. In addition, the uncertain factors such as European and American port strikes affect the stability of ship scheduling and the stability of the cabin supply, and the freight market freight rate will remain at a high level.
He said, "The Red Sea crisis solves excess capacity. In 2024, 479 new shipbuilding will be delivered, 3.04 million TEUs will increase by 10%, the highest value in the past five years.The year will be further reduced to 147 ships, showing a decrease year by year.
He said, "American inflation has eased, and interest rate cuts are expected to stimulate purchasing power and increase trade volume. This will help container transportation."
In addition, a new round of labor contract negotiations are currently undergoing a new round of labor contracts in the East Pier. It is not ruled out that the possibility of strike on October 1st. Xie Fulong expects that the East Airlines will have a small peak of shipments before the "Eleventh" holiday.He specifically mentioned that due to the restoration of the old terminal, the port of Singapore has been shortened from 5 days to 1 day, showing the improvement of supply chain efficiency.
According to the latest data of Alphaliner, among the global span companies, among the top 100 capacity of the company, Wanhai Shipping ranked 11th and 123 ships operating, including 116 vessels and 7 rented ships, with a total class of 526,000 TEU.In addition, including the above -mentioned official Xuanxin orders, Wanhai Shipping also holds 23 ships, totaling 183,000 TEU new shipbuilding orders.
He said, "We are exploring and considering joining the league. At present, Wanhai Shipping and Ocean Union Shipping (ONE) Asia-US West routes have the Asia-Pacific-East Airlines connection with Herbelot."
Alliance reorganization, the wind resurrection?
Of course, Xiaobian is more interested in which alliance will Wanhai Shipping join?In fact, the three major alliances of the marketing market are undergoing "turbulent changes."
In addition to maintaining stability of the Ocean Union and confirming that "extend the cooperation at least to the next ten years", pass the "a clear and positive" signal to the market, becoming a cockpit stone that enhances the toughness and stability of global supply.The 2M Alliance breaks up, but also weighs the attraction of the cooperation plan of Maersk and Herbelot's "Gemini" (Gemini) ...
In particular, the remaining three members of the alliance: ONE, Yangming Shipping and Han Xinhai Yun (HMM), how to deal with ... As of now, they have not explicitly expressed their views on the future.
In a realistic environment full of uncertainty, what the collective market really needs is "clear and stable" expectations, especially when we look forward to the "alliance" in the future can still maintain the stable structure of at least the "three major alliances".It is confirmed that the global supply chain customers have different or personalized "selection" rights, and then help continue to improve the toughness and reliability of the supply chain.
However, the reality is that the "three major alliances" are missing one.To some extent, on the one hand, it is of little significance to maintain The Alliance. Take a step back, even if it can absorb like Wanhai Shipping, T.S. Lines, Sealead ...... It is not enough to make up for the huge gap left by Herbelot.On the other hand, MSC is too large in the header line company, and has the ability to operate independently, and its capacity even exceeds the sum of the two "Gemini".Especially in the context of the European Union's decision to extend the "Alliance Exemption Regulations" (CBER), it is difficult to imagine that MSC can "reorganize" alliances with other companies ...
Frankly speaking, Xiaobian does not believe that MSC will operate independently ... Earlier, he had boldly assumed and has been looking forward to cooperating with ONE to form a super league.To be honest, as of now, ONE CEO Jeremy Nixon has not fulfilled the promise of announced the progress of the progress in the "April", making Xiaobian look forward to it ...
In general, as for the "invitation to join the alliance" mentioned by the general manager of Wanhai Shipping, in the opinion of the editor, this is more likely to refer to the cabin cooperation (VSA) agreement.From this perspective, in addition to "Gemini" is the exclusive cooperation of "Completely closed" types of "completely closed" in Masisk and Herbertrot, Wanhai Shipping is indeed a lot ...
Regarding the future market trend, Xie Fulong predicts that before Christmas and New Year, European and American retailers will have replenishment needs, and a wave of shipments will appear before the "Eleventh" holiday. There is still a "peak season" market in the market.Although the global marketing market is facing multiple challenges such as supply of overcurrent supply, the Russian and Uchians, the Red Sea crisis, the dock congestion, the strike and extreme climate, he has maintained an optimistic and prudent attitude towards market prospects.
He believes that the Red Sea crisis continues, and it is difficult to change in the short term. In addition, the uncertain factors such as European and American port strikes affect the stability of ship scheduling and the stability of the cabin supply, and the freight market freight rate will remain at a high level.
He said, "The Red Sea crisis solves excess capacity. In 2024, 479 new shipbuilding will be delivered, 3.04 million TEUs will increase by 10%, the highest value in the past five years.The year will be further reduced to 147 ships, showing a decrease year by year.
He said, "American inflation has eased, and interest rate cuts are expected to stimulate purchasing power and increase trade volume. This will help container transportation."
In addition, a new round of labor contract negotiations are currently undergoing a new round of labor contracts in the East Pier. It is not ruled out that the possibility of strike on October 1st. Xie Fulong expects that the East Airlines will have a small peak of shipments before the "Eleventh" holiday.He specifically mentioned that due to the restoration of the old terminal, the port of Singapore has been shortened from 5 days to 1 day, showing the improvement of supply chain efficiency.
According to the latest data of Alphaliner, among the global span companies, among the top 100 capacity of the company, Wanhai Shipping ranked 11th and 123 ships operating, including 116 vessels and 7 rented ships, with a total class of 526,000 TEU.In addition, including the above -mentioned official Xuanxin orders, Wanhai Shipping also holds 23 ships, totaling 183,000 TEU new shipbuilding orders.