2011年航运市场景气度如何

世界经济走出低谷,航运市场探底回升,但复苏之路却一波三折,依然充满坎坷,2011年航运市场将如何发展?干散货运输:运力过剩加剧一、船队运力连续两年增长。据德鲁里预测,在2010年末全球干散货运力增幅达到17.5%的基础上     

干散货航运企业成本管控研究

近几年,全球经济复苏缓慢,干散货航运市场持续低迷,我国航运企业面临严峻挑战。对于经营管理而言,控成本就是增效益,是企业持续发展的有效途径,是市场转型升级的必要措施。因此,本文以我国干散货航运市场为例,研究航运企业的成本管控,以期为干散货航运市场的长远发展谋求出路。     

全球航运已逐步确立缓慢复苏走势

2013年第一季度,随着市场需求的回升,全球集装箱、干散货、油轮运输缓慢复苏的走势已逐步确立。上海国际航运研究中心近期发布的《国际航运市场分析报告》显示,全球航运"黎明前最黑暗时刻"已经过去。     

2011年航运市场能否走出低谷

2010年对于航运业来说是不平凡的一年。面对相对疲软、不确定的航运市场,2011年的干散货、集装箱、油轮等几大航运市场的走势如何?     

2021年干散货航运市场回顾及2022年展望

2021年全球经济稳步复苏,世界供应链重塑导致贸易格局出现明显变化,国际干散货航运市场行情大幅走高.2022年,全球铁矿石、煤炭、粮食等货物需求仍将保持稳定增长,干散货航运市场有望保持高位运行,季节性波动更加明显.     

航运

航运市场严冬来临,2012难言复苏 近日,上海国际航运研究中心发布了四份《航运市场分析报告》,即《国际干散货运输市场2011年回顾与2012年展望》、《国际集装箱班轮运输市场2011年回顾与2012年展望》、《国际油轮运输市场2011年回顾与2012年展望》和《中国沿海主要干散货运输市场2011年回顾与2012年展望》。展望2012年,《报告》认为世界经济会持续低迷,经济“二次探底”的可能性不大。     

国际干散货航运市场2020年回顾和2021年展望

受新冠肺炎疫情影响,2020年干散货航运市场供需两弱,市场表现不如预期。2021年随着全球经济逐步复苏,主要货种需求将明显恢复,预计国际干散货运输需求增速达3.3%,而运力供给维持低速增长,干散货运输市场供需平衡将明显改善。     

三大航运市场重现暖意避免下行仍需夯实基础

综合国际集装箱、干散货和油轮三大市场走势分析，航运业持续稳定复苏的基础仍不坚固，下行的风险之忧尚未消除，着力解决运力过剩的突出矛盾，重组市场格局，降低经营成本，恢复和稳定市场运价，提升航运竞争力，将是今年第四季度乃至未来两年的重中之重。     

2021年上半年干散货航运市场回顾及下半年展望

2021年上半年全球经济强劲复苏,国际干散货航运市场表现大幅高于上年,三大主力船型运价和租金水平快速上涨。2021年下半年,全球铁矿石、煤炭、粮食等货物需求仍将保持稳定增长,市场预期大幅上调。     

全球干散货航运市场发展形势分析

金融危机之前,全球干散货航运市场高度兴旺,反映国际干散货航运市场整体行情的波罗的海干散货运价指数(BDI)一度达到11 793点的历史最高位。危机爆发后,全球干散货航运市场出现大幅下挫。此后,随着全球干散货航运市场的回暖,BDI有所反弹,但已难以回到危机前的水平。近年来,尤其是进入2017年以来,随着运力供需关系改善,干散货航运市场触底回升。2017年,BDI一度冲刺至12月中旬的1 743点,迫近四年前高位水平;全年BDI平均值为1 145点,同比大幅上涨70%。     

Polish shipping and shipping policy

Following a period of about 120 years, when external political pressures prevented Poland from engaging in maritime commercial activities, the end of World War I marked an important epoch in Poland's maritime history. Although the Peace Treaties gave Poland access to the sea and the right to use Gdansk, it was not until 1926, when Poland's first shipping company was established and Poland's new port of Gdynia opened, that her new status as a maritime country was fashioned. This paper traces the development of Polish shipping from 1918 to the present time; discusses the factors related to Poland's problems in the sphere of international maritime transport; and outlines Poland's present shipping policy.     

Polish shipping and shipping policy

Following a period of about 120 years, when external political pressures prevented Poland from engaging in maritime commercial activities, the end of World War I marked an important epoch in Poland's maritime history. Although the Peace Treaties gave Poland access to the sea and the right to use Gdansk, it was not until 1926, when Poland's first shipping company was established and Poland's new port of Gdynia opened, that her new status as a maritime country was fashioned. This paper traces the development of Polish shipping from 1918 to the present time; discusses the factors related to Poland's problems in the sphere of international maritime transport; and outlines Poland's present shipping policy.     

航运

长江运输船呈大型化趋势；上海航运配套设施待完善；武汉巨资打造长江航运中心；四川加快建设“一横两纵”；长江“数字航道”初见规模；益芦航运工程年内开工；长江上演罕见大堵船；长江开通“快速通道”。     

航运

巴拿马运河扩建进一步落实；IMAREX推出新货运期权合约；我国沿海运输实行新规则；长江航运“瓶颈”被打破；沪内河禁运剧毒化学品；青岛巨资建国际航运中心。[编者按]     

航运

浙江巨资投向内河航道建设；上海大规模整治内河航道；云南加速开发金沙江航运；长江水运总量居世界首位；三峡过闸实现24小时申报；长三角船舶正式实施一卡通；三峡库区为农民开通“绿卡”；[编者按]     

The Nigerian shipping industry and indigenous shipping companies

The shipping industry in Nigeria since the early 1990s has been experiencing a continuous disastrous downturn. Nigerian shipping companies' participation in international shipping has continued to be very limited. Their presence and impact is hardly felt in the world's shipping industry. Both the national carriers (that is shipping companies with national carrier status) and other indigenous private shipping companies have vessel as well as management problems. These problems have led to the poor performance of the Nigerian shipping industry for over a decade now. The carriers in the industry are not attaining for the country the gains that are supposed to emanate from shipping. This paper points out the importance of shipping to a nation, identifies the problems the country's shipping companies are facing and proffers solutions that include merging of the companies to have strong financial standing and a competitive edge.     

自由主义航运政策对中国航运业的影响

针对目前航运业者的“国货国运”的呼声,本文分析了航运自由化政策对中国航运业发展的必要性。自由化航运政策提升了中国航运业竞争力,并使中国航运在世界的地位稳步上升。本论文从理论和实证的角度阐述了自由化航运政策对中国航运业发展的重要性,并提出了进一步完善中国航运政策建议。     

Ocean shipping deregulation restructures the liner shipping industry

Significant pro-competitive changes were made to the Shipping Act by the Ocean Shipping Reform Act (OSRA). The most notable of these was the shift away from public tariffs and publicly available contract rates to confidential rates using individually negotiated service contracts. The number of individual member service contracts has risen dramatically since OSRA went into effect in 1999. These statistics support the argument that OSRA was able to bring more competition to the industry. However, the theory and empirical evidence of the Act’s success in improving the performance of the liner industry serving the Transatlantic and Transpacific trade routes, which are two major trunk roads subject to the jurisdiction of the US, are not so compelling. This article employs the theory of joint product to assess the impact of OSRA on the shipping market structure and competition of two major east–west arteries after 1999. This article considers head haul and backhaul container shipments as joint products. Two simple statistical equations are derived to reinterpret Smith’s condition of joint product. The empirical results confirm that the market structure of Transatlantic and Transpacific trade lanes are competitive.     

新型海运模式——高速集装箱船运输

多年来，全球现代物流业的参与者都在寻求解决国际贸易高速增长中运输速度的瓶颈问题的可行方案。在高科技的推动下，高速集装箱船向人们展示了海洋运输模式的革命性进化。高速集装箱船的船速约为普通集装箱船船速度的2倍（最低30kn），它可以以平均38kn的航速跨越北大西洋，港到港运输耗时100h（包括10h的缓冲时间）。     

Valuation mismatch and shipping q indicator for shipping asset management

ABSTRACT

This paper aims to develop an adaptation of the Tobin Q investment model for the shipping asset management in order to monitor valuation mismatch and bubble pricing of shipping assets. In this circumstance, the market prices of various shipping assets (e.g., Capesize or Panamax dry bulk carriers in different age profiles) are compared to the measured long-term asset value with second-hand ship prices. The mark-to-market prices of shipping assets are led by current market trends and freight rates, while the long-term asset value is estimated by using past data under certain assumptions (mean reversion, trend reversion). The discrepancy between market prices and the long-term nominal value of a shipping asset reflects any mispricing, which in turn sheds light on investment timing and market entry-exit decision.