[新闻] 由于供应链焦虑,附加费进一步降低

楼主: paulnorton4 (康公康)   2021-10-18 11:02:13
原文标题:
CONTAINER PREMIUMS: Surcharges reduced further amid supply chain
由于供应链焦虑,附加费进一步降低
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原文连结:
https://reurl.cc/2oYqmn
发布时间:18/10/2021
(请以原文网页/报纸之发布时间为准)
原文内容:
All-inclusive container rates for shipping from North Asia to West Coast
North America were available at their lowest level in months as additional
carrier options and a gloomy outlook on the overall supply chain resulted in
a wide segmentation in the spot market.
Container freight from China to Los Angeles/Long Beach was available as low
as $7,800/FEU in the week ended Oct. 15 for shipment on smaller, atypical
vessels, but most spot market offers from North Asia to the US West Coast
were in the $8,000-$10,000/FEU range, with little or no premium service fees
demanded on top of Freight All Kinds rates.
Trade lanes from North Asia to the east coast of North America had fewer new
entrants in the market for the longer voyage via the Panama Canal. There was
also even less consensus on spot rates, with offers ranging from $11,000/FEU
to $18,000/FEU in the week ended Oct. 15.
Rates from Southeast Asia to West Coast North America were similarly offered
in an expansive $8,000-$15,000/FEU range, while rates to East Coast North
America were quoted from $13,000/FEU to $20,000/FEU.
The lower offers were mostly for bulk or multi-purpose vessels than a fully
cellular vessel, a freight aggregator based in Hong Kong said. Offers from
major shipping lines were on the higher end of the spectrum with the
expectation of better service, sources said.
Shippers are increasingly anxious about paying record prices for container
freight and still missing the year-end holiday shopping window, and the
emergence of more charter carriers making ad hoc voyages to the US West Coast
has added a discount segment for those shippers willing to risk their cargoes
with new operators.
"Shippers understand that the business is now port-to-port, with great
difficulty going inland and they won't want to pay more when there are no
guarantees," a US-based freight forwarder said.
China's manufacturing PMI slipped into contraction in September for the first
time since the coronavirus pandemic took shape, throwing cold water on some
of the most bullish sentiment for container rates. The Chinese government has
been rationing power to factories since September due to a fuel shortage that
may or may not be resolved before shipping lines get through a backlog of
export cargoes.
"Many factories have had to cancel their shipments because of a lag in
production," a Thailand-based freight forwarder said. "If this continues for
long, the prices may remain low."
If the shortage of power in China is resolved and factories return to full
capacity, rates could rebound as soon as next month as shipments ramp up
again in anticipation of outages around the Lunar New Year holidays beginning
Feb. 1.
Container rates from Asia to Europe continued their gentle bearish movements
over the course of the week as demand continues to fall slightly following
the securing of freight volumes ahead of the Christmas holidays.
"Christmas has been and gone in terms of demand for the market and so volumes
are coming down a bit at the moment," said a UK-based freight forwarder.
"Even so, with the delays in the market, there could be a lot of crying
children on Christmas morning because some shippers may have waited too late
in the hope that rates fell further."
Platts Container Rate 1 – North Asia-to-North Continent – was assessed at
$17,000/FEU on Oct. 15, down $250/FEU from a week ago.
从北亚到北美西海岸的全包集装箱运费处于数月以来的最低水平,因为额外的承运人选择
和整体供应链的黯淡前景导致现货市场出现广泛细分。
在截至 10 月 15 日的一周内,从中国到洛杉矶/长滩的集装箱运费低至 7,800 美元/FEU
,适用于较小的非典型船只,但从北亚到美国西海岸的大多数现货市场报价为 8,000 美
元- 10,000 美元/FEU 范围内,除了各种货运费率之外,几乎不需要或不需要额外的服务
费。
从北亚到北美东海岸的贸易航线在通过巴拿马运河进行更长航程的市场上新进入者较少。
对即期汇率的共识甚至更少,截至 10 月 15 日当周的报价从 11,000 美元/FEU 到
18,000 美元/FEU 不等。
从东南亚到北美西海岸的运价同样提供了 8,000 美元至 15,000 美元/FEU 的广泛范围,
而北美东海岸的运价报价从 13,000 美元/FEU 到 20,000 美元/FEU。
一家总部位于香港的货运聚合商表示,报价较低的主要是散装或多用途船舶,而不是全蜂
窝船舶。消息人士称,主要航运公司的报价处于较高端,期望获得更好的服务。
托运人越来越担心以创纪录的价格支付集装箱运费,并且仍然错过了年终假期购物窗口,
而越来越多的包机承运人专门前往美国西海岸,为愿意冒险冒险的托运人增加了折扣部分
。新运营商的货物。
“托运人明白,现在的业务是港口到港口,很难进入内陆,而且在没有保证的情况下,他
们不想支付更多,”一位美国货运代理说。
自冠状病毒大流行形成以来,中国 9 月份的制造业采购经理人指数首次出现收缩,这给
一些最看涨集装箱运价的情绪泼了一盆冷水。由于燃料短缺,在航运公司解决出口货物积
压之前可能会或可能不会解决,中国政府自 9 月以来一直在对工厂进行电力配给。
“由于生产滞后,许多工厂不得不取消发货,”一家泰国货运代理说。“如果这种情况持
续很长时间,价格可能会保持在低位。”
如果中国的电力短缺问题得到解决并且工厂恢复满负荷生产,由于预计 2 月 1 日开始的
农历新年假期前后将出现停电,出货量将再次增加,因此费率最早可能会在下个月反弹。
从亚洲到欧洲的集装箱运价在一周内继续温和看跌,因为在圣诞节假期前确保货运量后需
求继续小幅下降。
“就市场需求而言,圣诞节已经过去了,因此目前销量有所下降,”一位英国货运代理表
示。“即便如此,随着市场的延迟,圣诞节早上可能会有很多孩子在哭泣,因为一些托运
人可能等待得太晚了,希望价格进一步下降。”
Platts Container Rate 1 – 北亚到北大陆 – 10 月 15 日评估为 17,000 美元/FEU,
比一周前下降 250 美元/FEU。
心得/评论: ※必需填写满20字
先前说的状况果然应验了
很多水手说 圣诞节过了还是要补货啊!!
又不是过了圣诞节船就清空
这样的说法有超大盲点
就是涨时只看利多 跌时忽略利空
圣诞节是欧美大消费季
先前运费涨成这样
就是因为急着圣诞节出货的商品一直运
当需求消失后
没错 圣诞节后还要运货
10年后 20年后也一样都要运货
问题是运价跟获利呢?
根据国外报导
由于供应链延迟
到了港也不一定进的了商店
所以厂商开始不敢发货了
变成船商反而给予附加费优惠
“就舱位需求来说,圣诞节已经过去了,目前发货量有所下降”
鬼故事还在上演
作者: fbiciamib123 (Lin)   2021-10-18 11:08:00
抄底讯号!
作者: hongchanghsu (Love me again)   2021-10-18 19:21:00
???

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