股票 - 股票
By Sierra Rose
at 2021-05-31T23:49
at 2021-05-31T23:49
Table of Contents
原文標題:陽明海運價 7月漲幅擴大
(請勿刪減原文標題)
原文連結:https://bit.ly/34AcrKw
(請善用縮網址工具)
發布時間:2021-05-31 01:23
(請以原文網頁/報紙之發布時間為準)
原文內容:
海運旺季需求暴增,陽明(2609)運價擴大漲幅。陽明海運上周五(28)日二度向客戶發
出通知,7月1日起將「擴大」加收綜合費率上漲附加費(GRI),每40呎櫃加收2,000美元
、每20呎櫃加收1,800美元,以最新美西每20呎櫃運送價格計算,漲幅達36%,美東價格漲
幅為22%。
陽明原先在26日已宣布,自7月1日起調漲GRI,每40呎櫃加收1,000美元、20呎櫃900美元
,但事隔不到三天,又新發一則漲價通知函。換算最新一紙通知的加價幅度,較26日多了
一倍。業內人士說,現在貨櫃輪是跑一趟賺一趟。
業界指出,GRI一般多用在北美航線,通常是船公司為補償運輸成本所祭出的必要手段,
過去都是喊一喊,現在因貨櫃是賣方市場,是非收不可。業界稱,三天擴大漲幅很不尋常
,顯見海運旺季提前來到且可能延長。
在此之前,5月初全球前五大海運業者赫伯羅特(Hapag-Lloyd AG)已通知,6月1日起從
東亞到美國和加拿大要加收旺季附加費,每20呎櫃調漲960美元、40呎櫃調漲1,200美元。
國內海運三雄長榮、陽明及萬海也都陸續宣布跟進漲價,只是各家加收的幅度不同,如陽
明20呎櫃加收540美元,以美西線計算,漲幅約11%。
上海航交所上周五(28日)也公布最新SCFI綜合指數續漲63.26點至3,495.76點,各航線
多維持上揚態勢,僅遠東-美西線報價下滑。
不過,其餘遠東-美東、歐洲都續創新高,遠東-美東運價每40呎櫃來到7,633美元,周漲
幅1.4%,近一個月漲18.9%;遠東-歐洲線運價每20呎櫃來到5,816美元,近一個月漲幅達2
5%,近一周漲幅4%,遠東-地中海運價每20呎櫃來到5,811美元,近一個月漲幅達23%,近
一周漲幅5.16%。
業界指出,貨櫃輪運價漲不停,主要是去年突然出現的強勁需求拉動,出現搶櫃潮,各國
主要港口受疫情波及人力不足,不只貨櫃調度緩慢,船舶作業時間也拉長,進港裝卸必須
大排長龍,因為一個又一個環節卡在一起,一個環節剛開始改善,又因另一個因素解不開
,就是一個「連環套的劇情」。
原本今年初塞港情況開始改善,北美7月可望解封喜悅下,通路商補貨力道強勁,運價及
運量僅休息一個月,4月又一路上漲,美國歷史最久的工業託運人聯盟要求美國政府調查
遠洋線船公司與客戶,還是阻擋不了市場需求推升運價走強。
心得/評論: ※必需填寫滿20字
26號才說要漲附加費,28號又發通知說要補漲,這是不是坐地起價啊,股價也可以坐地起
價嗎!
運價利多一直出,今天陽明拉回給各位買票上船,你各位上船了沒?
--
(請勿刪減原文標題)
原文連結:https://bit.ly/34AcrKw
(請善用縮網址工具)
發布時間:2021-05-31 01:23
(請以原文網頁/報紙之發布時間為準)
原文內容:
海運旺季需求暴增,陽明(2609)運價擴大漲幅。陽明海運上周五(28)日二度向客戶發
出通知,7月1日起將「擴大」加收綜合費率上漲附加費(GRI),每40呎櫃加收2,000美元
、每20呎櫃加收1,800美元,以最新美西每20呎櫃運送價格計算,漲幅達36%,美東價格漲
幅為22%。
陽明原先在26日已宣布,自7月1日起調漲GRI,每40呎櫃加收1,000美元、20呎櫃900美元
,但事隔不到三天,又新發一則漲價通知函。換算最新一紙通知的加價幅度,較26日多了
一倍。業內人士說,現在貨櫃輪是跑一趟賺一趟。
業界指出,GRI一般多用在北美航線,通常是船公司為補償運輸成本所祭出的必要手段,
過去都是喊一喊,現在因貨櫃是賣方市場,是非收不可。業界稱,三天擴大漲幅很不尋常
,顯見海運旺季提前來到且可能延長。
在此之前,5月初全球前五大海運業者赫伯羅特(Hapag-Lloyd AG)已通知,6月1日起從
東亞到美國和加拿大要加收旺季附加費,每20呎櫃調漲960美元、40呎櫃調漲1,200美元。
國內海運三雄長榮、陽明及萬海也都陸續宣布跟進漲價,只是各家加收的幅度不同,如陽
明20呎櫃加收540美元,以美西線計算,漲幅約11%。
上海航交所上周五(28日)也公布最新SCFI綜合指數續漲63.26點至3,495.76點,各航線
多維持上揚態勢,僅遠東-美西線報價下滑。
不過,其餘遠東-美東、歐洲都續創新高,遠東-美東運價每40呎櫃來到7,633美元,周漲
幅1.4%,近一個月漲18.9%;遠東-歐洲線運價每20呎櫃來到5,816美元,近一個月漲幅達2
5%,近一周漲幅4%,遠東-地中海運價每20呎櫃來到5,811美元,近一個月漲幅達23%,近
一周漲幅5.16%。
業界指出,貨櫃輪運價漲不停,主要是去年突然出現的強勁需求拉動,出現搶櫃潮,各國
主要港口受疫情波及人力不足,不只貨櫃調度緩慢,船舶作業時間也拉長,進港裝卸必須
大排長龍,因為一個又一個環節卡在一起,一個環節剛開始改善,又因另一個因素解不開
,就是一個「連環套的劇情」。
原本今年初塞港情況開始改善,北美7月可望解封喜悅下,通路商補貨力道強勁,運價及
運量僅休息一個月,4月又一路上漲,美國歷史最久的工業託運人聯盟要求美國政府調查
遠洋線船公司與客戶,還是阻擋不了市場需求推升運價走強。
心得/評論: ※必需填寫滿20字
26號才說要漲附加費,28號又發通知說要補漲,這是不是坐地起價啊,股價也可以坐地起
價嗎!
運價利多一直出,今天陽明拉回給各位買票上船,你各位上船了沒?
--
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