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全球塞港、缺柜 长荣:上半年机运百年难见

全球塞港、缺柜 长荣:上半年机运百年难见

The Epoch Times
Wednesday, July 21, 2021 01:26:48 PM UTC

全球多个港口仍然壅塞,这进而使得运价处在历史高档,而下半年对于海运的需求仍未减,对长荣而言是稳步前行的状态。至于在今年3月曾卡在苏伊士运河的长赐轮,长荣说,当卸货、维修完毕后,会再投入营运。

货柜三雄的股东会,由长荣在21日压轴登场,由于近期货柜海运需求飙升,运价水涨船高,外界关注下半年的市场状况。长荣董事长张衍义认为,上半年有幸迎来百年难得机运,全球前11大航商今年第1季平均税息折摊前利润率(EBITDA Margin)为44.13%,长荣则达54.7%,位居前11大航商之首。 张衍义形容,上半年是“否极泰来,获利倍增”,而下半年是“需求未歇,稳步前行”。他解释,全球多个港口仍然壅塞,包括:新加坡、香港、中国盐田、荷兰鹿特丹等港口都是,而只要有一个码头卸货不顺,后面航班都会被打乱,进而使得运力供不应求,各航线运价仍维持在历史高档。 关于影响航运市场的因素,长荣总经理谢惠全认为,各国疫情状况、防疫政策及油价走势,都将影响航商获利,而在今年底前,市场的表现都是正向的,明年市况仍待观察。
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