& quot; Lub tuam txhab tsis tau pom qhov cuam tshuam ntawm dej hiav txwv freight." Chen Shuai, Tus Lwm Thawj Coj ntawm COSCO Shipping, tau hais ntawm thawj lub rooj sib tham tshwj xeeb ntawm cov tswv cuab hauv 2021.
Raws li COSCO SHIPPING' qhov kev kwv yees, qhov kev thov rau qhov chaw booking hauv kev ua lag luam tseem muaj zog nyob rau tam sim no, qhov teeb meem ntawm qhov chaw nres nkoj congestion yog ib qho nyuaj rau kev tawg nyob rau hauv lub sij hawm luv luv, thiab cov nqi thauj khoom siab yuav mus ntxiv.
Ua kom zoo dua ntawm qhov no" outflow", shipping service providers, container manufacturers, and even ports and terminals around the world have achieved income targets that were not achieved in ob peb xyoos dhau los.
Qhov tseem ceeb tshaj, tsis muaj leej twg paub thaum twg tus nqi thauj khoom yuav poob. Qhov no kuj txhais tau hais tias cov hnub ua nyiaj tsis dhau.
Cov tuam txhab no tau hloov lawm!
Maersk' cov nyiaj tau los ntawm peb lub hlis twg tau nce 68% rau $ 16.6 billion
Hnub no, AP Mueller-Maersk tau tshaj tawm lub quarter thib peb ntawm 2021 daim ntawv qhia nyiaj txiag.
Hauv lub quarter thib peb, lub tuam txhab ua tiav cov nyiaj tau los, cov nyiaj tau los nce 68% rau 16.6 billion US dollars, thiab cov nyiaj tau los ua ntej paj thiab se (EBIT) nce ze li tsib zaug rau 5.9 billion US dollars.
Maersk tau hais tias vim muaj peev xwm hloov pauv ntawm cov qauv xav tau tam sim no, cov saw hlau tseem yuav muaj kev cuam tshuam rau kev lag luam, thiab kev cia siab ntawm kev ua haujlwm tseem yuav hloov pauv siab dua li ib txwm muaj.
Txawm li cas los xij, qhov xwm txheej tam sim no xav tias yuav txuas ntxiv mus txog tsawg kawg yog thawj peb lub hlis twg ntawm 2022.
IB: Nyiaj tau los 6.76 billion US dollars, nce 891% xyoo-rau-xyoo
Tsis tas li thaum Lub Kaum Hli 29, ONE tshaj tawm thawj ib nrab ntawm xyoo nyiaj txiag 2021 (Lub Plaub Hlis txog Lub Cuaj Hli 2021) daim ntawv tshaj tawm ua haujlwm:
Nyob rau lub sijhawm, ONE ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm USD 13.333 billion, ib xyoos ib zaug nce ntawm 125%;
Cov nyiaj tau los tom qab them se yog US $ 6.76 billion, nce xyoo ib xyoos ntawm 891%;
Nyob rau hauv cov ntsiab lus ntawm kev ua tau zoo heev, Jeremy Nixon, CEO ntawm ONE, muaj kev cia siab zoo txog yav tom ntej ntawm kev xa khoom lag luam.
Nws tau hais ntawm Lub Rooj Sib Tham Thoob Ntiaj Teb Maritime tau tuav tsis ntev los no tias nws cia siab tias kev lag luam xa khoom tseem yuav kub siab rau xyoo 2022.
Lub inflection point ntawm freight nqi tseem tsis tau tuaj?
Ntxiv rau qhov chaw nres nkoj congestion, qhov nce ntawm cov nqi thauj khoom kuj yog vim qhov tsis sib haum xeeb ntawm cov ntim khoom los ntawm scalper freight forwarders thiab cov nqi lag luam ntau dua. Tsis tas li ntawd, muaj kev poob qis hauv cov nqi thauj khoom ntawm Western US Route ua ntej Hnub National. Raws li kev txiav txim siab ntawm kev lag luam sab hauv, qhov cuam tshuam ntawm tus nqi thauj khoom tau nce mus.
Txawm li cas los xij, qhov kev pom no tseem tsis tau txheeb xyuas los ntawm kev ua lag luam.
Chen Shuai ntawm COSCO SHIPPING Holdings tau tshuaj xyuas ntawm lub rooj sib tham tshwj xeeb ntawm cov tswv lag luam tias qhov poob ntawm cov nqi thauj khoom yog vim kev ntshai.
Tus" ntxoov ntxoo" freight tus nqi ntawm kev sib nrig sib pauv ntawm freight forwarders tau sai txo nyob rau hauv lub sij hawm luv luv, ua rau cov npuas uas yav tas los tau hnyav deviated los ntawm qhov tseeb freight nqi mus tawg.
Ntawm qhov tod tes, feem ntau ntawm cov players uas tau siv cov nqi thauj khoom siab yog cov neeg tshiab. Thaum lawv cov nkoj tau tos ntau tshaj li ib hlis ntawm lub davhlau ya nyob twg Asmeskas, kev ntseeg siab ntawm cov tswv cov khoom thauj tau poob rau hauv qab, uas tseem ua rau cov nqi thauj khoom ntawm cov players no pib poob.
Txawm li cas los xij, qhov no ntawm cov khoom ntim khoom ntim rau qhov tsis tshua muaj feem cuam tshuam ntawm lub ntiaj teb shipping ntim. Zhao Shuai ntseeg tias kev poob qis los ntawm cov xwm txheej no yuav tsis muaj kev cuam tshuam loj rau tag nrho cov khoom thauj.
Yog li, hom kev sib tw yuav dej hiav txwv shipping tus nqi tsim nyob rau yav tom ntej?
Raws li kev tshawb fawb tsis ntev los no los ntawm Tuam Tshoj Securities, nws xav tias cov khoom yuav nyob twj ywm nruj nyob rau hauv lub sij hawm luv luv, thiab tus nqi thauj khoom yuav nyob twj ywm siab;
Hauv ob xyoos tom ntej no, tus nqi thauj khoom yuav maj mam thiab maj mam poob, tab sis nws tseem yuav nce siab dua qib ua ntej muaj kev sib kis.
Cov koom haum soj ntsuam thoob ntiaj teb muaj cov kev txiav txim zoo sib xws.
Raws li cov ntaub ntawv tshaj tawm los ntawm lub koom haum xa xov xwm Drewry, lub khw thoob ntiaj teb yuav tsum muaj 220 lab TEUs ntawm cov khoom thauj hauv 2022, ib xyoos ib zaug nce ntawm 5.9%.
Txawm hais tias qhov kev loj hlob tau qeeb qeeb piv nrog rau xyoo no, nws tseem nce 12.9% piv rau 2019 ua ntej muaj kev sib kis.
Nyob rau tib lub sijhawm, kev xa cov peev txheej tshiab yav tom ntej yog txwv.
Alphaliner' cov txheeb cais ntseeg tias lub peev xwm xa tawm hauv 2022 txawm tias yuav raug txo los ntawm 5.7% piv rau xyoo no.
Yog li ntawd, lub peev xwm nruj yuav txuas ntxiv mus, thiab cov nqi thauj khoom siab yuav tsis muaj lub sijhawm los poob.
Ntawm qhov tod tes, tam sim no ntau tus tswv nkoj tab tom ntxiv dag zog rau kev cog lus mus sij hawm ntev nrog cov tswv cov khoom loj los tsim cov kev sib koom tes hauv kev sib koom tes. Txawm hais tias daim ntawv cog lus mus sij hawm ntev freight tus nqi qis dua qhov chaw freight tus nqi, nws kuj tseem ruaj khov dua, thiab tus tswv nkoj tuaj yeem siv qhov zoo ntawm qhov no los tuav lub khw. Qhia.
Hauv qhov no, Chen Shuai kuj tau taw qhia tias cov tswv tsheb thauj khoom ceev yuav tsum tau tsim kom muaj kev sib koom tes zoo nrog cov tuam txhab liner los ntawm kev cog lus, thiab Ministry of Communications kuj txhawb kom kos npe rau daim ntawv cog lus mus sij hawm ntev.
Nws cia siab tias nyob rau hauv 2022, qhov ntim ntawm kev koom tes mus sij hawm ntev cargo yuav nce ntau, tus nqi thauj khoom yuav nce siab, thiab cov ntawv cog lus ntev yuav nce ntxiv.
