長榮今天年終出爐 - 股票
By Lauren
at 2020-12-31T14:13
at 2020-12-31T14:13
Table of Contents
這邊再來討論一下陽明
目前聽到的大概是一個月最多最好2個月,子公司:好好,鴻明駿明應該也是,幫QQ
然後12月營收出來要是跟11月差不多,那大概就要開始整理了
雖然運價報價一直高檔,但是陽明的船現在都進不了港,貨要下去錢才入帳
有貨的人可以自己用app查查,我朋友一個越南櫃子預計12/31到khh,現在延到1/12
所以我是很懷疑陽明長榮,尤其陽明12月營收會多11月多少
運價已經漲的差不多了,大陸出口美國線從9月被水利局控管到1/1漲1000
這段時間缺櫃調度櫃子的成本全靠附加費
陽明美國線5月簽的長約又占就5成以上,陽明又是半官僚,不太相信會有什麼跟廠商討價
還價的作為
亞洲線又被萬海壓著打,萬海東南亞船都直接進港,陽明在外面排隊下錨
目前看起來就利多出儘
最後強調,報價歸報價
12月營收出來馬上知道誰沒穿褲子
--
目前聽到的大概是一個月最多最好2個月,子公司:好好,鴻明駿明應該也是,幫QQ
然後12月營收出來要是跟11月差不多,那大概就要開始整理了
雖然運價報價一直高檔,但是陽明的船現在都進不了港,貨要下去錢才入帳
有貨的人可以自己用app查查,我朋友一個越南櫃子預計12/31到khh,現在延到1/12
所以我是很懷疑陽明長榮,尤其陽明12月營收會多11月多少
運價已經漲的差不多了,大陸出口美國線從9月被水利局控管到1/1漲1000
這段時間缺櫃調度櫃子的成本全靠附加費
陽明美國線5月簽的長約又占就5成以上,陽明又是半官僚,不太相信會有什麼跟廠商討價
還價的作為
亞洲線又被萬海壓著打,萬海東南亞船都直接進港,陽明在外面排隊下錨
目前看起來就利多出儘
最後強調,報價歸報價
12月營收出來馬上知道誰沒穿褲子
--
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