The hottest ship tide accelerates and ships face t

2022-08-08
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As the "spring tide" accelerates, shipping companies are facing the test of survival, and freight rates are under pressure again.

the "spring tide" accelerates, obviously bringing greater excess capacity and downward pressure on freight rates to the continuously depressed shipping market. How to speed up the efficiency of resource use, especially cost control, is not only the focus of competition, but also a test of survival

on June 26, Maersk shipping, the world's largest container liner, made its maiden voyage to Nansha port

the 20 3E class ships ordered by Maersk have been delivered in the first half of this year after five were delivered in 2013. At present, nine have been officially launched on the Asia Europe route (ae10 route). As soon as the second quarter of next year, all 20 3E class ships will be delivered, and then all will be launched on the ae10 route

since last year, the 3E class ships represented by Maersk shipping have been delivered and launched successively, pushing the tide of ships in the shipping market to a climax. Last year, China shipping also placed orders for five 18000 TEU new ships

the latest shipping port analysis report of Southwest Securities shows that on European routes, although the traditional peak season is gradually approaching and the demand is rising, due to a considerable number of 10000 container ships being put into the Asia Europe route, the price increase plan of the shipping company in mid June basically failed

the arrival of the spring tide has obviously brought greater excess capacity and downward pressure on freight rates to the continuously depressed shipping market. How to speed up the efficiency of resource use, especially cost control, is not only the focus of competition, but also a test of survival

according to the data provided by Maersk, at present, Maersk has the largest market share in the centralized transportation of Asia Europe routes, and the transportation volume accounts for about 20% of the cargo volume of the routes. Moreover, Asia Europe routes account for a quarter of Maersk's global business volume, with business volume reaching billions of dollars. Therefore, Maersk believes that it is reasonable to put the company's largest container ship into the Asia Europe route

however, in recent years, the shipping market has been in a downturn. How to protect the fragile balance between supply and demand has always been the most heated topic in the industry. Under the circumstances of weak global economy and relatively excess transport capacity, whether launching 3E class ships is too risky has also been debated by the outside world. In this regard, Maersk has been exposed for many times, but Semi-metallic Brake Pads will also produce more dust and noise. It stressed that if the marine business continues to be depressed, measures will be taken to reduce transport capacity. Last year, it announced that 3E ships would maintain a 70% loading rate, and 3E ships would replace existing ships level by level

in fact, Maersk shipping itself is also experiencing the impact of the overall market environment on freight rates. According to the company's annual report, Maersk's average freight rate fell by 7.2% in 2013; In the first quarter of this year, the freight rate continued to decline by 5.1%

the disadvantage of Haitong Securities table is that the timeliness is not high, which shows that the main businesses of COSCO and China shipping are heavily dependent on European and American trunk lines. At present, the prepared samples are clamped on the fixture of the instrument, and the orders are all 9000teu ships suitable for European and American routes, accounting for 18.4% and 21.4% of the existing transportation capacity respectively. The business form is still severe. Facing challenges, the two sides will accelerate the expansion of emerging routes, participate in (China Shipping) or strengthen (COSCO) the existing alliance system in the future. In addition, the two Chinese companies may also deepen cooperation from the perspective of industrial chain and give play to synergy

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