跨太平洋航线的旺季能否如约而至

Whether the peak season of the trans-Pacific trade will come as promised

关键提示旺季或将缩短,班轮公司将在未来6个月迎来挑战。从目前形势看,今年太平洋航线能否迎来传统旺季仍是未知数。值得注意的是,在供给端,未来6个月集装箱船运力将以两位数的速度增长,越来越多的班轮公司或将从联盟中独立出来。与以往经济下行周期不同的是,当前班轮公司并未大量取消航次,但新船交付的步伐正在提速。当前跨太平洋航线市场表现低迷,如果假日季零售市场表现令人失望的话,市场不振可能会持续更长时间,或许将导致明年2月底中国农历新年前,美国进口的上升动能始终不足。

There surely won’t be much of a peak season this year on the trans-Pacific trade,other than cautious restocking by retailers.Yet,more slots on ships,increasingly operated by container lines separately from their vessel-sharing alliances,need to be filled as the trade receives a major double-digit injection of capacity over the next six months.