Xyoo no, tus nqi thauj khoom ntawm cov kev lag luam loj thoob ntiaj teb tau poob qis heev. Lub Shanghai Containerized Freight Index (SCFI), lub barometer ntawm kev xa khoom lag luam, sawv ntawm qhov siab ntawm 2505.17 cov ntsiab lus nyob rau lub Ib Hlis 3rd xyoo no. Txawm li cas los xij, los ntawm hnub Friday dhau los (7th), nws tau poob mus rau 1436.30 cov ntsiab lus, qhov poob qis ntawm 42.67%. Tshwj xeeb tshaj yog nyuaj-ntaus yog cov tseem ceeb txoj kev mus rau sab hnub poob ntug dej hiav txwv ntawm lub tebchaws United States, lub East ntug dej hiav txwv ntawm lub tebchaws United States, thiab South America, nrog rau poob ntawm 45% thiab 54%, zoo li ib tug uncontrolled avalanche. Tau ntsib nrog qhov xwm txheej hnyav, cov tuam txhab thauj khoom tsis tau ua haujlwm thiab tau pib nqis tes ua!
Tshwj xeeb, txhawm rau txhawm rau txo qis qis ntawm cov nqi thauj khoom, cov tuam txhab thauj khoom tau siv ntau yam kev ntsuas. Ntxiv rau kev txo qis kev caij nkoj los ntawm 7% nyob rau tsib lub lis piam tom ntej, lawv kuj tau siv cov tswv yim xws li hloov cov nkoj loj nrog cov me me thiab ncua kev tshaj tawm txoj kev tshiab. Txawm li cas los xij, yog tias cov kev ntsuas no tseem tsis tuaj yeem tswj hwm tus nqi thauj khoom, cov tuam txhab xa khoom tuaj yeem ua haujlwm ntxiv rau lawv cov nkoj.
Raws li Drewry qhov kev kwv yees, tawm ntawm qhov qub tau teem tseg 715 kev caij nkoj ntawm txoj kev Europe-Asmeskas tseem ceeb hauv tsib lub lis piam tom ntej, 47 voyages yuav raug muab tso tseg. Ntawm cov no, 43% ntawm kev caij nkoj sab hnub tuaj hla-Pacific yuav raug tshem tawm, 30% ntawm Asia-Northern Europe thiab Mediterranean caij nkoj yuav raug tshem tawm, thiab 28% ntawm kev caij nkoj sab hnub poob hla-Atlantic yuav raug tshem tawm.
Daim ntawv tshaj tawm tshiab los ntawm kev pab tswv yim Linerlytica qhia tias cov tuam txhab thauj khoom tau pib nqis tes ua los txwv kev loj hlob ntawm kev muaj peev xwm los ntawm kev siv zog los thim rov qab cov nqi thauj khoom tsis ntev los no. Piv txwv li, tus thawj coj hauv kev lag luam Mediterranean Shipping Company (MSC) tau lees paub nws qhov kev tshem tawm ntawm txoj kev hla-Pacific Mustang thiab tab tom hloov chaw loj tshaj 24,000 TEU ntim nkoj los ntawm Asia-Northern Europe txoj kev mus rau Mediterranean thiab West Africa txoj kev. Tsis tas li ntawd, Ocean Alliance tau ncua kev tshaj tawm txoj kev tshiab Asia-Northern Europe txoj kev pib rau lub Peb Hlis, thaum Premier Alliance xav tias yuav ncua kev tshaj tawm ob txoj kev Pacific uas tau npaj tseg rau lub Tsib Hlis.
Cov ntaub ntawv los ntawm MDS Transmodal qhia tau hais tias cov tuam txhab thauj khoom tau txiav txim siab tshaj plaws ntawm txoj kev hauv Pacific piv rau Lub Ob Hlis, nrog kev txo qis ntawm 5% lub hlis no. Tag nrho lub peev xwm nyob rau lub Peb Hlis xyoo no yog 1.686 lab TEUs, qhov txo qis ntawm 81,000 TEUs los ntawm lub hli dhau los, tab sis tseem 16% siab dua tib lub sijhawm xyoo tas los. Qhov no tau pom tias yog qhov muaj peev xwm ua ntej rau kev txiav peev txheej tseem ceeb ntxiv rau yav tom ntej.
Los ntawm qhov kawg ntawm 2020 mus txog rau thaum xaus ntawm 2024, lub thoob ntiaj teb thawv shipping peev tau loj hlob los ntawm ntau tshaj li ib feem peb, thaum lub ntiaj teb no freight ntim tau nce los ntawm tsawg tshaj li 10%. Cov neeg sab hauv kev lag luam taw qhia tias qhov muaj peev xwm nce ntxiv tuaj yeem tsuas yog cuam tshuam ib feem los ntawm cov xwm txheej xws li chaw nres nkoj, kev sib kis, lossis teeb meem ntawm Hiav Txwv Liab. Nrog rau kev xa cov nkoj tshiab, qhov teeb meem ntawm overcapacity yog maj mam nthuav.
Seb cov tuam txhab xa khoom yuav tsis ua haujlwm lawv cov nkoj tom ntej tseem yuav pom. Lub caij no, kev lag luam tseem txhawj xeeb tias cov teeb meem tariff tuaj yeem cuam tshuam cov khoom ntws. SCFI cov ntaub ntawv qhia tau hais tias tus nqi thauj khoom rau cov teb chaws Europe txoj kev yog 2,851 percontainer, tab sis los ntawm lub 7th ntawm lub hlis no, nws tau nqis mus rau 1,582, kos ib tug poob ntawm 44.51%. Nyob rau sab hnub poob ntug dej hiav txwv ntawm Teb Chaws Asmeskas txoj kev, tus nqi ib plaub caug-ko taw sib npaug (FEU) poob los ntawm 4,997to4,997to2,291, txo qis ntawm 54.12%. Ib yam li ntawd, nyob rau sab hnub tuaj ntug dej hiav txwv ntawm Tebchaws Meskas txoj kev, tus nqi ib FEU poob los ntawm 6,481to6,481to3,329, sawv cev rau qhov poob ntawm 48.13%.
txawv teb chaws aluminium tuaj yeem cov neeg yuav khoom yuav tsum tsim cov tswv yim daws teeb meem ua ntej, tsom mus rau kev hloov pauv ntawm tus nqi thauj khoom, tariff txoj cai, cov saw hlau ruaj khov thiab kev pheej hmoo pauv tus nqi pauv raws li keeb kwm yav dhau los ntawm kev sib koom ua ke tam sim no ntawm Marine freight rate vau thiab teeb meem tariff. Los ntawm kev ua kom zoo dua cov nqi thauj khoom, sib txawv ntawm cov khoom lag luam muaj kev pheej hmoo, rov sib cog lus cov lus cog lus, thiab siv cov cuab yeej digital, cov neeg yuav khoom tuaj yeem nyob twj ywm thiab ua tiav kev tswj tus nqi hauv ib puag ncig kev lag luam nyuaj thiab tsis hloov pauv. Nyob rau tib lub sijhawm, kev mloog zoo rau ib puag ncig tiam sis thiab geopolitical dynamics kuj tseem tuaj yeem pab txhim kho lub sijhawm ntev kev loj hlob muaj peev xwm ntawm kev lag luam.
