2013 - Yahoo!奇摩 搜尋結果
2013 - Yahoo!奇摩 搜尋結果 
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《貨櫃》運能供需失衡未解,2014市況仍朦朧
Sep 24th 2013, 03:26

精實新聞 2013-09-24 11:03:09 記者 羅毓嘉 報導

今年Q3期間貨櫃海運業各家業者有志一同,力撐運價,有效在7-9月間接連開出幾波漲價措施,並獲得大致上的成功,對於改善今年海運業營運景況將可望出現明顯助益,然而隨著旺季漲價的魔法逐步褪去,今、明2年的運能供過於求險境依舊未解。航商觀察明年市況,認為大型船舶陸續下水,恐將加劇全球海運業的運能過剩景況,海面上仍有朦朧迷霧籠罩。

左右貨櫃航運業景氣的最重要因素,乃在於供需,近年來新船不斷下水、其中尤以萬TEU(標準20呎櫃)級貨輪為主力,且因海運業者積極壓低單位營運成本的動機強悍,有越來越多的航商已切入萬TEU級船舶的訂造,更對海運市場未來供需問題蒙上一層陰影。

事實上,今年Q3期間,在泛太平洋航路與亞-歐航線上的漲價,泰半是來自航商自主的減班、縮艙,以及將船舶調離遠洋航線,有效控制了旺季期間的整體運能投放,甚至船舶雖載不滿仍堅拒降價,才能成功開出幾波漲價措施;實際上的市場運能供給量依然大於貨主所需,船舶供給量供過於求的結構性問題並未獲得根本性解決。

近期長榮海運(2603)和韓進海運(Hanjin Shipping)就已共同宣佈,將雙方各自營運的2條太平洋航線合併為1條、等於該航線上的每週供應運能量將減半。這是今年旺季後首度有航商宣佈合併航線,也意味著旺季的魔法即將消逝,貨量開始回落到淡季水平。

早先,海運諮詢機構Alphaliner就提醒,目前訂造中的貨櫃輪運能高達367萬TEU,且多數都是萬TEU級以上的大型船舶,隨著大船陸續下水、市場上的運能勢將持續升壓。Alphaliner認為,依照大型船舶投入市場的進程來看,可能到2015年前,貨櫃海運業仍不容易看到明顯的復甦力道。

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批踢踢實業坊 Kaohsiung 板
 
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