一堆等出貨!海運缺櫃風暴擴大 恐衝擊 - 股票
By Caitlin
at 2021-01-06T20:04
at 2021-01-06T20:04
Table of Contents
1.原文連結:
https://www.ctwant.com/article/94888
2.原文內容:
一堆等出貨!海運缺櫃風暴擴大 恐衝擊今年經濟
海運缺櫃風暴擴大,國內汽車零組件廠龍頭東陽集團總裁吳永祥昨日表示,全球都在搶櫃
,不是一櫃難求,就是運價高到難以負荷,「貨出不去,談什麼GDP?」倉庫一旦堆滿,
產線只能停工,這將成為今年台灣出口表現的最大未爆彈,呼籲政府出面協調。
上半年疫情籠罩,全球櫃量大減,導致下半年行情反轉後成搶手貨,加上許多港口因疫情
卸櫃速度放緩,貨櫃只能堆積在貨櫃場,櫃場滿了船舶就更無法卸貨,於是惡性循環,全
球陷入搶櫃大作戰,運價更是3級跳。
光是汽車零組件3強,東陽倉庫堆了2、300個櫃量的貨等待出貨,堤維西、帝寶一樣叫苦
連天,倉庫也有1、200個櫃量的貨不知何時能出,其他規模較小的廠家更慘,只能四處拜
託友好廠家,分「半個櫃」來裝。
吳永祥表示,現在「出不出貨都為難」,要出貨就得面臨飆了3至4倍的運價,但都未必還
有櫃,塑料成品囤在倉庫、愈囤愈多,不知道何時才能上得了船,就算收到急單,也得嚴
控產能不能加班,因為倉庫放不下了。
吳永祥表示,以東陽的規模,都要不到能順利出貨的櫃量,同業也很難樂觀,若缺櫃情況
沒解決,不要說年產值2000億元的汽車零組件產業會受影響,其他產業亦然,對出口為導
向的台灣很傷,也會衝擊今年經濟。
不只東陽,堤維西、帝寶兩大車燈廠同樣面臨「成品塞滿倉庫」困境。主管透露,若過完
冬天的維修旺季,再出貨都沒用,至於幫原廠代工的OEM件,則得看原廠急不急,如急的
話就花錢走空運,避免釀斷貨危機。
輪胎大廠正新、建大,同樣也受到這波缺櫃風暴衝擊,基本上「有櫃就要」,已經顧不得
運價喊到多高,能出多少貨就盡量出;自行車大廠巨大、美利達,因毛利率高,傳出向日
本船公司ONE求援,只求貨能出去。
3.心得/評論:
1.海運繼續上船
2.東陽,堤維西、帝寶要放空了嗎?
--
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