打造新常态下的新优势

Forge New Advantages under the New Normal

三年疫情过后,航运市场大潮退去。海面平静,沙滩依旧。自年初以来,集装箱班轮市场基本在低位震荡徘徊。三季度,市场需求微弱回暖,加之各大班轮公司理性控制运力,以美线、欧线为代表的主干航线量价呈现企稳回升迹象。然而,在通胀、加息、金融紧缩等压力下,全球经济复苏前景仍不明朗;且下半年新增运力陆续上线,航线经营继续承压。对此,不少业内人士忧心忡忡,颇为焦虑。总体而言,疫情后的市场已回归常态,只是这个常态并非传统概念的旧常态,而是由新变局、新业态、新技术引领的新常态。

After three years of the COVID-19,the great tides of the shipping market have ebbed.The seas are calm and the beaches are the same.Since the start of this year,the container shipping market has been fluctuating at a low level.Market demand is slightly rebounding in Q3 as major liners rationally control their fleet capacity.Both volumes and rates on main lanes represented by the U.S.and European ones are showing stabilizing and recovering signs.However,under pressures of inflation,interest rate hikes,and tightening finance,the prospects for global economic recovery still remain uncertain.Additionally in H2,new capacity will be delivered and put into operation.Industrial insiders are thus concerned and worried about the situation.The post-Pandemic market has generally become"normal"which is different from the conventionally"old normal"but a"new normal"led by new changes,new business forms and new technology.