深度调查:新冠肺炎疫情对我国集装箱运输的影响

In-depth investigation: the impact of COVID-19 on container transportation in China

关键提示综合分析,全行业一季度集装箱运量预计同比减少30%左右,企业营业收入同比减少20%-50%,如果二三季度全球疫情继续蔓延,将导致全球贸易量大幅下滑,内外贸货源都会受到持续影响。国家重点培育的物流通道在抗击疫情、保证运输中起到关键作用:中西部地区中欧班列出现逆势增长;西部陆海新通道海铁班列增长47%,跨境铁路班列保持增长;铁路运输起到稳定货运市场的关键作用;多式联运成为港口集疏运和战略性物流通道的主攻方向。疫情将加速市场整合,疫情过后市场上会出现较多的收购和合并,产业的集中度将提高。

The most serious shortage of ports,railways,shipping,multi-modal transport enterprises is still the container trailer.Industry consensus is that container trailer capacity is expected to basically recover by the end of April,but depends on the recovery of supplies and road transport prices.The first quarter of the industry container volume is expected to decrease by about 30%year-on-year,enterprise operating revenue decreased by 20%-50%year-on-year.If the global epidemic continues to spread in the second and third quarters,it will lead to a significant decline in global trade and domestic and foreign goods will be affected.The national key cultivation of logistics channel plays a key role in fighting against the epidemic and ensuring the transport.The outbreak will accelerate market integration.After the outbreak,there will be more acquisitions and mergers in the market and the concentration of the industry will increase.