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国际集装箱运输市场:保持足够的韧性

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摘要 关键提示在新冠疫情影响下,全球集装箱海运贸易量也受到重创,1-5月份贸易量同比下滑7.65%,欧线同比下滑14%,美线同比下滑10.5%,亚洲区域内航线同比下滑7.3%,澳新航线同比仅下滑2.7%。自2018年5月中美贸易摩擦逐步升级为贸易战,叠加新冠疫情影响. The year 2020 has a heavy start.With the spread of COVID-19 around the world,the world economy has been hit by a double shock of demand and supply.The shipping industry,as a barometer of international trade,has born the brunt.Until the arrival of the time node of half a year,the market is still shrouded in the haze of the epidemic.At present,the global"epidemic test"has entered the second half,what"danger"and"opportunity"did the shipping sectors encounter in the annual test?How are they doing?Let us follow the industry experts to tease out the rhythm of the shipping market in the first half of the year,study and judge the trend of the second half of the year,while planning for the long-term future.Under the impact of COVID-19,global container shipping trade has also been hit hard.From January to May,the volume of container shipping trade declined by 7.65%.Since May 2018,trade frictions between China and the US have gradually escalated into a trade war,adding to the impact of COVID-19.The containerized transport industry has been hit hard,but it has remained resilient enough to cope.The premise for the return of idle capacity is effective support on the demand side,and shipping companies are still cautious about the release of capacity.Therefore,the second half of the consolidation container shipping industry will be in a better profit state.Since the COVID-19 epidemic,the first half of 2020 has been characterized by high volatility in international tanker freight.
作者 韩军
机构地区 中信建投交运
出处 《中国远洋海运》 2020年第8期42-46,8,9,共7页 Maritime China

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