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Shipping industry or years after recovery
Date: 10/18/2014ˇˇView: 4222
According to Drury, the recently released "2014/15 cargo market annual review and prospects" report, due to global freight company will set up a number of large-scale shipping alliance, and continue to reduce unit costs, rather than by a single company to reach market equilibrium of supply and demand, the expected consolidation industry will be in the end of 2016 or 2017 recovery. But the recovery is not based on freight rate was improved, and the container lines company expectations are different. According to the data display, the new shipbuilding market at least 53 ships of ultra large container ship orders for new ships, in 2015 to 2016 is expected to be delivered 45 aircraft. In addition, the same time the new shipbuilding market delivery of 8000-10000TEU container ship about 100 vessels, this and Eurasian lines currently in camp ship quantity is, in other words, even if it is to reduce the unit operating costs, part of the route still exists the possibility of excess capacity. Drury forecast, 2015 cargo freight is expected this year than the same period in 3-4% flat. The freight rates decline, operators will begin to pay attention to the cost and income. The report also pointed out that the future shipping market will be 3 trends: operating income increased again (due to a more rapid growth), the decline in the cost of freight rate will exceed the rate of decline, the operator out of the red. Although the first half of this year compared to the single ship gains last year decreased by 4%, but the unit cost dropped compared to the same period 6%. The next 3-6 months, the new Alliance cargo on the market is expected to help operators to further reduce the cost. However, Asia and Europe trade since the year 8 month price has fallen to $1300 /FEU. Drury said that in 2015 the operator is expected to reach equilibrium of supply and demand, especially in the important route of the income. Of course, operators will continue to use to reduce the unit cost of the strategy, but this may not reach the use effect is very good (because of all the operators have to upgrade its fleet), freight rate will not increase. Container transport market is not a question of recovery, but the recovery will appear in the form of how. In essence, shipping industry will continue to try to adapt to market changes. No matter what form of recovery, are not just in order to achieve the balance between supply and demand, but to the development of container industry in the long run, operation management and cost operators longer sharing.


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