集装箱运输市场——面临下行压力

Shipbuilding market

上半年整体呈弱复苏态势受中美贸易战负面影响持续发酵,2019年上半年,集装箱运价整体表现疲软复苏态势,涨价计划提升并不明显,中国出口集装箱运价指数均值828.05点,同比上涨4.05%。分航线来看,太平洋航线受前期货主提前出货影响,运输需求有所下滑,同时海洋联盟开始适当控制远东/北美航线运力投放,太平洋航线运费呈现前低后高态势;亚欧航线受德国、英国等欧洲主要经济体经济增速放缓.

The negative impact of the trade frictions between China and the United States continues.In H1 2019,container freight index reflected a weak recovery trend,but freight rates didn’t increase visibly with many uncertainties affecting the market.The recovery of world economy was dragged down and major indicators of global manufacturing industry declined in general.Global trade is likely to enter the short-term interest rate cuts phase.The growth rate of bilateral trade between major economies declined sharply.Major routes including the Pacific and the Asia-Europe routes were under great pressure while the growth in Southeast Asia Route obviously slowed down.The overall supply of container capacity also slowed down.The fleet lined up for scrubbers installation may limit capacity growth.Small and medium-sized vessels have become new favorites in terms of new orders.Liners are speeding up the layout of the whole logistics.Container freight rate is expected to decrease in the second half of this year.