運價以後真的會回跌嗎?

zerosgoh wrote:
就算以後疫情結束 各...(恕刪)

茶太 wrote:
和菜價一樣，今年上半年新造船220艘創史上最高，2007年也是景氣好大家拼命造船，2009年開始交船，因為船太多供多於求，馬士基就推出0運費打擊對手。

March 22, 2021
According to the latest figures from Alphaliner, the orderbook as of Friday was 401 container ships totaling 3.63 million twenty-foot equivalent units (TEUs). The orderbook is 15.3% of the on-the-water fleet’s capacity measured in TEUs, up from a multi-decade low of just 9.4% in mid-2020.

However, today’s ratio pales in comparison to an orderbook-to-fleet ratio of over 60% in 2008. “An orderbook of 15% of the fleet is normal,” assured Stefan Verberckmoes, shipping analyst and Europe editor at Alphaliner, in an interview with American Shipper. This is an orderbook level that makes sense to renew the fleet and handle annual cargo growth.

Rolf Habben Jansen, CEO of Hapag-Lloyd, made the same point during his company’s call with analysts on Thursday. “We are nowhere near the situation we saw in 2007-2008, when we saw the orderbook that was more than half the global fleet. Today, we are concerned when we look at 12% [his estimate was below Alphaliner’s current number]. I would say it’s probably going to hover around a number that’s slightly better than that. But that would still allow us to be in reasonably healthy territory.”

我就是愛拍照 wrote:
你的數字好像不對吧？https...(恕刪)