2013-7-18
Shanghai international shipping center on the 9 report shows, the third quarter of this year China shipping boom index rose 15 points to 101.7 points over (100 points for the business value), in the micro economy interval. This is since the three quarter of 2011, Chinese shipping boom index return to boom interval for the first time.
In the past two years, due to slowdown in Global trade, shipping transport power is surplus, China shipping industry into a historic low. The three quarter of last year, fell to the shipping boom index Chinese 78 point, about six into the shippingenterprises into large losses, leading China ocean year deficit 9500000000 yuan,won the A stock losses king.
The level of global dry bulk freight representative BDI index, has now risen tomore than 2100 points, at the beginning of a sharp increase of more than 180%,which in September rose about 80%. So the container transportation.
Since July, the container transportation enterprises made several attempts toraise prices, Shanghai to Europe Container spot price once rose more than 100%. The Milky Way Securities report points out, some shipping companieshave turned a profit in the three quarter. However, the shipping industryrecovery, there may not be sustainable.
However, the shipping industry recovery, there may not be sustainable. The main reason is that as the economy pick up, China's GDP growth of 7.5% this year,almost no suspense, later policies to further pyramid. At the same time, price rebound to attract new boat launching, statistics show that in September Asia Europe capacity growth of about 3%, while overseas demand is not stable. The relationship between supply and demand imbalance of container freight routes between Asia and Europe in the last week of September fell more than 100 U. S. dollars / teu.
Survey of Shanghai international shipping center research, is expected in the four quarter Chinese shipping boom index for 99.56 points, again fell back intorecession interval. Facing this challenge, some shipping companies have started to adjust, the ship, the alliance is the main means by which the.
The world's largest shipping companies Maersk is a forerunner for the ship's.During the National Day this year, the world's largest container ship Maersk orders after 3 months after the first navigation, berthing Hongkong. Maersk giantship loading capacity up to 18000 TEUs, than before the global biggest 15500 TEU ship capacity increased by 16%, while energy consumption was reduced by 20%. "Set the ship is not in order to improve the market share, but hope toreduce the cost of." Maersk Southern China area president Gudaway said.
Due to the ship's cost advantage is obvious, the domestic shipping enterpriseschoose to follow. At present, CSCL has ordered 5 ship of 18400 TEU Container ship, the first ship will be delivered next year. "Million boxes ship will become thelong distance routes' tickets'," Societe Generale Securities researcher Ji Yuntao think.
Baotuan heating is another direction. This year, Maersk announced named P3operation alliance and its two big rivals, the Mediterranean Shipping and CMA CGM shipping. Prior to this, China ocean also joined the CKYH alliance. However,compared with the existing alliance, P3 is the largest. The stability in the market at the same time, also squeeze part of the company's survival space. Can P3 byregulators, including Chinese approval, needs further observation.
