缺櫃太嚴重!美當局質疑中國涉嫌壟斷操縱 - 股票

By Dorothy
at 2021-05-07T19:49
at 2021-05-07T19:49
Table of Contents
原文標題:缺櫃太嚴重!美當局質疑中國涉嫌壟斷操縱,展開調查
原文連結:https://reurl.cc/nnKkN2
發布時間:2021-05-07 10:55:22 記者 郭妍希 報導
費率在需求飆漲、空櫃供不應求的帶動下不斷攀升。美國主管機關決定調查,中國是否利
用貨櫃生產等關鍵供應鏈設備的寡占地位,故意推升美國出口商支付的費率。
FreightWaves 6日報導,美國聯邦海事委員會(U.S. Federal Maritime Commissioner, F
MC)會長Carl Bentzel 5日在北美綜合聯運協會(Intermodal Association of North Amer
ica)舉行的遠距商務會議上指出,他正在檢視貨櫃、聯運底盤(intermodal chassis)、鐵
路設備的供應狀況,以及美國是否過度依賴由中國製造、經營的這些設備。
Bentzel指出,這些設備是由中國國企掌控,美國對此全然依賴,令人憂心。他質疑市場
是否有遭壟斷操縱的可能,並說「有必要觀察美國對這方面的依賴度,評估這對我國究竟
有多重要。」
Bentzel去(2020)年11月就曾表示,多數聯運底盤、航運貨櫃都是在中國生產;中國製造
活動已大幅反彈、完全復甦,貨物量隨之激增,與此同時海洋運輸設備的供給卻嚴重落後
,實在令人難以置信。
Bentzel 5日並表示,航運業者透露,他們必須在中國等待兩週才能取得貨櫃。另外,據F
MC觀察,鐵路各站的綜合聯運時程延遲了最多2週,美國鐵路業者也面臨設備短缺挑戰。
他說,不具名貨櫃航運業者透露,從北京轉運至芝加哥的標準時程為33天、如今卻倍增至
65天,主要是因為所需設備的移動速度變慢,導致貨物運輸陷入嚴重困境。
最大貨櫃航運運輸集團馬士基(A.P. Moller Maersk A/S)4月20日曾告知客戶,亞太地區
強勁的貨運需求,可能延續整個第二季。馬士基當時表示,空櫃短缺依舊是亞洲業界普遍
面臨的挑戰,預測本週及下週的「影響最大」,因為「運回亞洲的空櫃遭延遲、進口申報
率下降。」
馬士基執行長S鷨en Skou 5月5日並在電話會議上表示,我們的客戶正在試著滿足非常、
非常高的需求,同時也在重建庫存。他說,從亞洲運至北美的出口量Q1激增40%,貨櫃船
如今得在洛杉磯港口外等待16天才能卸貨。
Skou透露,馬士基已挪出經費,準備購買更多貨櫃,但目前並無訂購更多貨船的計畫。他
預測,蘇伊士運河卡船事件造成的船隻壅塞瓶頸可望於6月底前解除。
心得/評論: 船票賣太早 這新聞出來 可以讓人買船票上船機會嗎
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