中日航线近期运价飙升为那般？

进入8、9月以来，中日航线市场出现了货量节节上升、班轮舱位饱满的旺盛景象。在货量快速增长的强劲推力下，航线运价从8月22日起，由300-350USD／TBU起步，一路攀升至600USD／TBU；之后又从9月6日开始，在600USD／TBU的“平台”上，纵身一跃，飙升到了翻了一番的价位。     

集装箱运输:舱位利用率持续高位

10月,中国出口集装箱运输市场依然延续了9月的旺季特征,船舶基本满舱出运,航线运价总体仍呈现上涨趋势,但上升的幅度较9月大幅缩窄.10月30日,上海航运交易所发布的中国出口集装箱运价指数报965.15点,较上月仅上涨0.5%.欧洲航线:在圣诞货和日用消费品补库需求的双重拉动下,货主出货踊跃,船舶舱位紧张.在货量的支撑下,10月运价又再度小幅提升50-100美元/TEU,海运及海运附加费的市场水平已经上升至1300-1400美元/TEU.船公司力争将此运价水平维持到11月底.     

运价与费收动态

集装箱运价将在两年后恢复 英国德鲁里航运咨询公司在其最近出版的《2002年定期班轮海运业界的回顾与展望》的研究报告中指出,在全球东西主干航线上,2002年的集装箱运价平均下降了8％,在USD 1165/TEU左右;预测2003年将继续下降至USD 1100/TEU,该公司预计,到2004年下半年集装箱运价才有望得到改善,运价逐步恢复。     

运输需求表现平淡多条航线运力收缩

近日,中国出口集装箱运输市场总体需求表现平淡,为缓解市场供求矛盾,航商在多条航线上加大淡季运力收缩力度。分航线市场表现出现分化。11月15日,上海航运交易所发布的中国出口集装箱综合运价指数为1043.77点,较上周上涨3.0%。11月15日,上海出口集装箱运价指数为1089.3欧洲航线,随着传统运输淡季的逐步来临,本周货量延续月初以来的低迷态势,尽管船公司采取了较大规模的运力收缩措施,但供大于求的状态仍有所加剧,船舶平均舱位利用率下降至九成左右。多数船公司为揽取货源加深了跌价幅度,部分航次最低运价降至1000美元/TEU左右。11月15日,上海出口至欧洲基本港市场运价（海运及海运附加费）为1213美元/TEU,较上周下跌8.1%。地中海航线,传统淡季货量明显下降,部分船公司以并班、撤线的方式削减运力,但供求关系总体未见明显向好,船舶平均舱位利用率下滑至85%左右,部分航次装载甚至不足八成。多数航次订舱价格继续下跌。11月15日,上海出口至地中海基本港市场运价（海运及海运附加费）为1308美元/TEU,较上周下跌5.4%。业内人士表示,鉴于近期欧洲、地中海航线运价持续下滑,航商有意推出新一轮的涨价计划,据悉,部分航商已经宣布将于12月15日再度调涨,幅度在750美元/TEU左右。     

2月份国内外航运市场分析及展望

<正>节后需求下滑欧线跌回调价前水平3月1日,上海航交所发布的上海出口集装箱综合运价指数报收1117点,较上月下降8.4%。其中:欧洲线1104USD/TEU,下降16%;美西线2287USD/FEU,下降7.6%;美东线3447USD/FEU,下降5%。根据各班轮公司早前宣布的涨价计划,3月份,一些主流航线的"涨价"时间窗口即将打开。但从最新的集装箱运输动态来看并不乐观。3月8日上海航运交易所发布的上海出口至欧洲、地中海运     

班轮运价继续承压 我国沿海运输价格触顶回落——2012年9月国内外航运市场简评

1需求上升,运价下滑,集装箱运输再现运力压力2012年9月28日,上海航运交易所发布的上海出口集装箱综合运价指数报收于1247点,其中：日本关东航线348美元/TEU,与上期相同;欧洲航线1158美元/TEU,下降13%;美西航线2730美元/FEU,上升10%;美东航线3677美元/FEU,下降2%。     

航运公会动态

北美西向运价协会(TWRA)最近宜布了几项运价调整措施: 1.增加西行美国CY/CFS费,涨幅USD3/吨 USD48/20’USD60/40’,至日本方向由12月1日起开始实施,至东南亚方向由11月1日起开始实施。 2.从12月1日起加收制单费(DOCU-MENTATION FEE),具体为USDl5/票。     

中日航线HDS“含金量”探秘

传统旺季的余晖尚未褪尽．中日航线市场的运价却一路下滑．跌进了“零运价”的黑洞。令人欣慰的是．多家船东HDS货量上升势头无减。来自上海国际轮渡公司的报告说．今年以来的头3个月．其HDS货量节节攀升。仅3月上旬，苏州号轮从上海港始发承运的HDS货箱量扶摇直上，达160TEU，为总货量的68％．创下单航次HDS货箱量的历史新高。环顾整个中日航线．HDS市场表现日益火爆，     

中国出口集装箱运输市场月评(2008-02-21——2009-03-20)

本期我国出口集装箱运输市场整体运输需求基本呈稳定态势,但各大航线表现不尽相同.欧洲航线货量缓慢回升,市场运价止跌企稳;北美航线货量持续萎缩,运价下滑压力不减;日本航线货量有所起伏,市场运价低位振荡.2009年3月20日,上海航运交易所发布的中国出口集装箱综合运价指数撤835.23点,上海地区出口集装箱运价指数报806.54点,分别较上月同期下跌4.0%和2.0%.     

中日航线HDS"含金量"探秘

传统旺季的余晖尚未褪尽,中日航线市场的运价却一路下滑,跌进了"零运价"的黑洞.令人欣慰的是,多家船东HDS货量上升势头无减.     

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.     

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.     

千呼万唤千方百计发展内河航运

内河航运是既古老而又生机无限的运输方式.在中华民族五千年的历史长河中,它曾为国家统一、经济发展、社会进步、文明传播发挥过巨大作用.现在中央作出"实施西部大开发战略,加快中西部发展"的重大决策,这是新的历史时期内河航运实现新发展难得的历史机遇.抓住机遇,制定符合我国经济发展需要的内河航运发展战略,事不宜迟.