班轮市场热中的冷思考

Cool thinking in hot liner market

地缘政治冲突和高位运行的新冠疫情,牵动着全球供应链的每根神经。3月伊始,集装箱班轮美线最重要的行业聚会“TPM2022”在美国长滩举行。船东、直客、码头、拖车、货代等齐聚一堂,话题聚焦在“集装箱运输市场走向何方”这一主题上。综合会议大多数专家及业内人士的观点,可以判断,2022年集装箱班轮市场运价将继续保持高位,且有望推动整个行业连续第二年达到高盈利水平。在需求端,美国消费品需求依旧是市场的主要推动力,美国重新豁免352项中国进口商品关税,意味着该国居民商品消费购买力短期不会受到明显抑制,这将有效提振美线需求;若352项商品2022年进口增速回升,则可拉动美国自中国进口3.3~5.9个百分点。

Geopolitical conflicts and the COVID-19 pandemic are touching each of the nerves of the global supply chain.At the beginning of March,TPM2022,the most important conference for container shipping on the U.S.routes was held in Long Beach,the United States.Shipowners,direct clients,terminals,trucking operators and forwarders gathered together,brainstorming on the topic of where the container shipping market is going.To summarize the viewpoints of most experts and insiders at the conference,freight rates of the container liner market will maintain the high level and are expected to push up the high profitability of the entire industry for the second year.