When is the short-term power supply chain, the ship is relieved?
- Author:BESSON
- Release Date:2021-10-18
Yangguang Wang Beijing October 18 (Reporter Du Xi) According to the Voice of China Broadcasting and Television, China's Voice "News" has been reported this year, the international shipping market has continued to make capacity. However, at the end of September, the high-profile international shipping price has fallen, and some foreign trade companies have stepped up the rhythm of shipping. Experts reminded that the fundamentals that cause the intensity of the capacity have not yet been changed, and the intensity of operation will continue for a period of time. So why is the price of international shipping fell sharply?
Container "a box of hard-seeking" is the biggest problem that is plaguing foreign trade companies this year. Affected by the epidemic, the container loading efficiency of overseas ports is reduced, and the time limit of the sea transfer is directly pushed up the shipping price of the sea.
Taking the busy port of Los Angeles in the United States. Half of distance from the East Coast to the West Coast. But the last week of September, the international sea freight rate appeared. Some freight companies said that from Ningbo Port, Shanghai Harbor's sea shipping costs have fallen for 3 days from 3 months. On September 30, the Shanghai Shipping Exchange Data show that China's export container freight index (CCFI) is 3220.55 points, and the last week is 0.5% from September 24. 12 major export routes, 5 routes fell. Yan Hai, chief analyst of Shen Wanhongyuan, is believed that the price change is generally in line with expectations. Yan Hai said: "Shipping, especially the peak season of containers, is generally in Seven Years, the corresponding is the replenishment demand of Christmas. Under normal circumstances, the freight rate is around September, October, November, fall. Recently At the end of September, the factors of the eleventh festival were added, and the price of the commissioned (理) secondary market, the price of the secondary market, in line with the historical price seasonal fluctuation. "
Previously, it was affected by factors such as high price and container. Some merchants were reduced and even suspended. Zhejiang Yiwu International Trade City Merchants Wei Shirong said that customers also expected the shipping window that was lowered by the freight rate. Recently, their orders have recover. Wei Shirong said: "When the fee is the highest, the customer has been watching, the freight is falling, and the order of the current (we) is gradually rising."
But Yan Hai reminded that the fundamentals that lead to intensity have not changed, and the operation of the capacity may continue at a certain period of time. After entering October, the newly released two-cycle data of China's export container freight index has risen again, and the latest exponential data on the 15th rises to 3300.34 points. It is expected that the freight rate in the next period will be maintained in high boom, and the power is tight. It is expected to improve before and after the Spring Festival. Yan Hai said: "It is not possible to say that the stretch of the position is no longer. The situation of overseas terminal is currently no fundamental changes. The European (terminal) congestion is basically the highest level in history. US West Coast, East Coast In the case of the most congestion, it is basically close to the situation in January this year. In terms of price, the price of secondary market freight forwarding we believe that the high point may be the horizontal level in the peak season, and then create a new high break before The level we think will not appear, but it may still remain in the relatively prosperous situation. The whole position should be maintained until the Spring Festival, (then) China's production off season will make the US terminal congestion to improve the opportunity, so after the Spring Festival Extreme supply and demand is possible to relieve it. "
What is worth paying is that the continuous appearance and fluctuating is the shipping of the sea. Compared to the sea secondary freight forwarding market, the market price of the shipping level has been relatively stable this year, and the deputy dean of the Ministry of Transport, the President of the Ministry of Transport, said that there is a long-term transportation contract that is directly signed with the shipping enterprises. That is, the contract, means that the company's ability to fight rose. Jia Dayama said: "Through this price increase, we must have a clear understanding of the container, and the big bulk cargo is also good, and the proportion of the long cooperation contract is improved."
Since this year, the Ministry of Transportation, the Ministry of Commerce has continued to take measures to promote the cooperation between Hong Kong Airlines and import and export enterprises to encourage the ship owner and the shipping company for long-term transportation contracts. At the same time, some local authorities such as Zhejiang also tried to solve the problem of insufficient contract bargaining the contract bargaining in the contract of the SMEs through enterprise integration requirements through the integration of the government. Huang Junqiao, Huang Junqiao, Export Trade Research, Zhejiang Yiwu, Zhejiang Province, introduced: "For (our local) freight forwarding international logistics enterprise, I want to integrate their forces, I hope to borrow these forces and large logistics companies to achieve Some cooperation agreements are equivalent to determining a relatively stable position resource. "
The nervousness of international shipping has been conducted to the relevant components of other links in the sea markets and domestic supply chain systems. Jia Dayama said that under the influence of factors such as Southeast Asian epidemic, the artificial cost of shipping continued to rise. Jia Dayama said: "The cost of seafarers, the senior crew has risen around 10%, but the ordinary crew has risen (up to 80%. The supply side of the seafarers is mainly like India, the Philippines has been greatly impacted. China has become the main supply ground of seafarers. "
Song Xiaoming, deputy general manager of Guangzhou Port Group, also said that from the first line of the port, the shortage of seafarers may gradually highlight. Song Xiaoming said: "Seafarers 'questions, if the governments of countries do not actively solve, we will face there is no enough seafarers to ship, so seafarers' problems have been very prominent this year, and it will be more prominent next year."
Shipping Logistics Giant Maersk (China) Co., Ltd., the president of the company, the end of the month, in the context of main cargo ports, may continue until the background of this year to early next year, the US cargo full chain is in a state of tension.
From this perspective, the congestion of US cargo ports can improve, which not only needs to wait for the decrease in goods from China's order transport, but also need to improve the transportation efficiency of all-chain transportation in the United States in the United States.
Yan Hai also specially reminded that in consideration of the inventory of domestic enterprises since a period of time, China's enterprises should be cautious about the order plan. Yan Hai said: "Pay attention to the problem of current US data distortion. It is now affected by this round of supply chains. Many stocks in the United States are not in the warehouse. It is blocked on the road, so the whole is now the US replenishment inventory progress The assessment is relatively difficult to see the data. From this perspective, the foreign trade enterprises need to pay attention to the possibility of bosty effect, (because) the terminal consignee feels insufficient, so continuing Batch, but when all (backlogged) goods come into the warehouse, the real demand will not have overflow or to be evaluated, from the production plan and order, it still needs to be cautious (judge). "
Container "a box of hard-seeking" is the biggest problem that is plaguing foreign trade companies this year. Affected by the epidemic, the container loading efficiency of overseas ports is reduced, and the time limit of the sea transfer is directly pushed up the shipping price of the sea.
Taking the busy port of Los Angeles in the United States. Half of distance from the East Coast to the West Coast. But the last week of September, the international sea freight rate appeared. Some freight companies said that from Ningbo Port, Shanghai Harbor's sea shipping costs have fallen for 3 days from 3 months. On September 30, the Shanghai Shipping Exchange Data show that China's export container freight index (CCFI) is 3220.55 points, and the last week is 0.5% from September 24. 12 major export routes, 5 routes fell. Yan Hai, chief analyst of Shen Wanhongyuan, is believed that the price change is generally in line with expectations. Yan Hai said: "Shipping, especially the peak season of containers, is generally in Seven Years, the corresponding is the replenishment demand of Christmas. Under normal circumstances, the freight rate is around September, October, November, fall. Recently At the end of September, the factors of the eleventh festival were added, and the price of the commissioned (理) secondary market, the price of the secondary market, in line with the historical price seasonal fluctuation. "
Previously, it was affected by factors such as high price and container. Some merchants were reduced and even suspended. Zhejiang Yiwu International Trade City Merchants Wei Shirong said that customers also expected the shipping window that was lowered by the freight rate. Recently, their orders have recover. Wei Shirong said: "When the fee is the highest, the customer has been watching, the freight is falling, and the order of the current (we) is gradually rising."
But Yan Hai reminded that the fundamentals that lead to intensity have not changed, and the operation of the capacity may continue at a certain period of time. After entering October, the newly released two-cycle data of China's export container freight index has risen again, and the latest exponential data on the 15th rises to 3300.34 points. It is expected that the freight rate in the next period will be maintained in high boom, and the power is tight. It is expected to improve before and after the Spring Festival. Yan Hai said: "It is not possible to say that the stretch of the position is no longer. The situation of overseas terminal is currently no fundamental changes. The European (terminal) congestion is basically the highest level in history. US West Coast, East Coast In the case of the most congestion, it is basically close to the situation in January this year. In terms of price, the price of secondary market freight forwarding we believe that the high point may be the horizontal level in the peak season, and then create a new high break before The level we think will not appear, but it may still remain in the relatively prosperous situation. The whole position should be maintained until the Spring Festival, (then) China's production off season will make the US terminal congestion to improve the opportunity, so after the Spring Festival Extreme supply and demand is possible to relieve it. "
What is worth paying is that the continuous appearance and fluctuating is the shipping of the sea. Compared to the sea secondary freight forwarding market, the market price of the shipping level has been relatively stable this year, and the deputy dean of the Ministry of Transport, the President of the Ministry of Transport, said that there is a long-term transportation contract that is directly signed with the shipping enterprises. That is, the contract, means that the company's ability to fight rose. Jia Dayama said: "Through this price increase, we must have a clear understanding of the container, and the big bulk cargo is also good, and the proportion of the long cooperation contract is improved."
Since this year, the Ministry of Transportation, the Ministry of Commerce has continued to take measures to promote the cooperation between Hong Kong Airlines and import and export enterprises to encourage the ship owner and the shipping company for long-term transportation contracts. At the same time, some local authorities such as Zhejiang also tried to solve the problem of insufficient contract bargaining the contract bargaining in the contract of the SMEs through enterprise integration requirements through the integration of the government. Huang Junqiao, Huang Junqiao, Export Trade Research, Zhejiang Yiwu, Zhejiang Province, introduced: "For (our local) freight forwarding international logistics enterprise, I want to integrate their forces, I hope to borrow these forces and large logistics companies to achieve Some cooperation agreements are equivalent to determining a relatively stable position resource. "
The nervousness of international shipping has been conducted to the relevant components of other links in the sea markets and domestic supply chain systems. Jia Dayama said that under the influence of factors such as Southeast Asian epidemic, the artificial cost of shipping continued to rise. Jia Dayama said: "The cost of seafarers, the senior crew has risen around 10%, but the ordinary crew has risen (up to 80%. The supply side of the seafarers is mainly like India, the Philippines has been greatly impacted. China has become the main supply ground of seafarers. "
Song Xiaoming, deputy general manager of Guangzhou Port Group, also said that from the first line of the port, the shortage of seafarers may gradually highlight. Song Xiaoming said: "Seafarers 'questions, if the governments of countries do not actively solve, we will face there is no enough seafarers to ship, so seafarers' problems have been very prominent this year, and it will be more prominent next year."
Shipping Logistics Giant Maersk (China) Co., Ltd., the president of the company, the end of the month, in the context of main cargo ports, may continue until the background of this year to early next year, the US cargo full chain is in a state of tension.
From this perspective, the congestion of US cargo ports can improve, which not only needs to wait for the decrease in goods from China's order transport, but also need to improve the transportation efficiency of all-chain transportation in the United States in the United States.
Yan Hai also specially reminded that in consideration of the inventory of domestic enterprises since a period of time, China's enterprises should be cautious about the order plan. Yan Hai said: "Pay attention to the problem of current US data distortion. It is now affected by this round of supply chains. Many stocks in the United States are not in the warehouse. It is blocked on the road, so the whole is now the US replenishment inventory progress The assessment is relatively difficult to see the data. From this perspective, the foreign trade enterprises need to pay attention to the possibility of bosty effect, (because) the terminal consignee feels insufficient, so continuing Batch, but when all (backlogged) goods come into the warehouse, the real demand will not have overflow or to be evaluated, from the production plan and order, it still needs to be cautious (judge). "