運費天價沒頂 貨櫃美加線又漲1,200美元 - 股票
By Susan
at 2021-05-21T01:44
at 2021-05-21T01:44
Table of Contents
原文標題:
運費天價沒頂 貨櫃美加線又漲1,200美元
原文連結:
https://ctee.com.tw/news/industry/463298.html
發布時間:
工商時報 張佩芬 2021.05.21
原文內容:
貨櫃船運市場因為全球主要港口壅塞問題無解,已經是天價的運費沒有最高、只有更高。
目前亞洲-歐洲航線運價約為去年同8倍,6月1日全球第二大的地中海航運已通知客戶每大
箱(40呎櫃)要加高1000美元;美西線目前運價約為去年同期4倍,全球第五大的赫伯羅
德航運美加線每大箱要加1,200美元,美國零售商對聖誕節貨品運送相當憂心。
本周船公司沒有通知下周運價要調漲,但是攬貨公司指出,現在就已經是超高的價格了。
包括台驊、中菲行與捷迅都很確定船公司6月漲價是跑不掉的,只是多數都還沒宣布到底
要漲多少。
根據美國人口普查局上周五公布的3月數據顯示,所有細分行業市場的庫存與銷售比已降
至1992年該數據首次公布以來的最低水平。密歇根州立大學的研究報告顯示,如果零售商
希望在今年底前將庫存與銷售比恢復到2019年的水平,約需增加306.2億美元的採購量。
由於零售商擔憂聖誕節貨品能否及時運抵,估計今年都會提早採購委運,預料將讓第三季
末之前的貨量暴增,運價也隨之暴漲。在目前船隻已經爆滿的情況下,要從哪裡擠出艙位
來無法想像,實際上因為塞港問題,歐美航線都有減班住況。
本周北亞運往歐洲每大箱運價已達到1.2萬美元,去年同期根據上海航運交易所數據,運
價在1,500美元上下,至今運價已漲了約8倍,美西線去年此時每大箱運價約1,678美元,
目前含買艙費在7,000美元以上,是4倍價,美東線去年此時每大箱2,545美元,現在含買
艙費要1萬美元以上,也是4倍價。
而美國因為疫苗施打,預計7月4日美國國慶時全面解封,歐洲各國也已開始陸續解封,市
場報復性需求必將顯現,根據穆迪的數據,在疫情期間,美國大部分家庭都攢了很多錢,
相當於GDP的12%,估計美國進口需求在下半年呈現爆炸增長,運力供需將更加不平衡。
目前唯一能寄望的是幾家大船公司今年陸續都有新船在交船,原本新船是要用來汰換舊船
的,現在市場運價太高,各公司都會延長舊船使用期,賺飽疫情財,也可讓市場供需獲得
較大改善,因此早在數月前,攬貨業就笑說,船公司這一波賺的至少夠撐十年,就像2008
年之前散裝船公司大賺的錢,讓多家公司至今都還有不少保留盈餘可發放股利。
心得/評論: ※必需填寫滿20字
世界航運二哥 (瑞士地中海航運)
運力:3,664,698 TEU
世界航運五哥(德國赫伯羅特)
運力:1,724,838 TEU
世界航運第七:(台灣長榮海運)
運力:1,274,711 TEU
世界航運第九:(台灣陽明海運)
運力:620,798 TEU
到底已反應還是??
明天電梯向???
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