走向大師說

 

 

Exam56物流貨運(yùn)代理網(wǎng)專注于國(guó)際貨運(yùn)代理、物流行業(yè)的深度研究和專項(xiàng)考試分析，幫助小伙伴提升行業(yè)的認(rèn)知和積累。

 

根據(jù) Flexport 最近的一份報(bào)告，在上海長(zhǎng)達(dá)數(shù)月的封鎖于六月早些時(shí)候解除后，中國(guó)的需求開始恢復(fù)，生產(chǎn)開始回升。

Demand is beginning to recover and production is starting to pick up in China after a months-long lockdown in Shanghai was lifted earlier this month according to a recent report by Flexport.

根據(jù) Flexport 最近的一份報(bào)告，在上海長(zhǎng)達(dá)數(shù)月的封鎖于六月早些時(shí)候解除后，中國(guó)的需求開始恢復(fù)，生產(chǎn)開始回升。

In its freight market update on June 14, Flexport said the surplus in the Asia-North America capacity causes rates to drop, while rates between Asia-Europe rates remain stable.

Flexport 在 6 月 14 日的貨運(yùn)市場(chǎng)更新中表示，亞洲-北美運(yùn)力過剩導(dǎo)致運(yùn)價(jià)下降，而亞歐運(yùn)力之間的運(yùn)價(jià)保持穩(wěn)定。

In South China — Shenzhen, Guangzhou, Dongguan, and Hong Kong — the freight forwarder and customs brokerage company said the overall market is "soft" and "demand weak with rate levels decreasing."

在華南地區(qū)——深圳、廣州、東莞和香港——貨運(yùn)代理和報(bào)關(guān)公司表示，整體市場(chǎng)“疲軟”，“需求疲軟，費(fèi)率水平下降”。

"Demand is beginning to recover and production picking up, however, there is a surplus of Transpacific Eastbound (TPEB) capacity causing rates to drop, while far east westbound (FEWB) rates remain stable," Flexport noted in its report.

Flexport 在其報(bào)告中指出：“需求開始復(fù)蘇，產(chǎn)量開始回升，但跨太平洋東行 (TPEB) 運(yùn)力過剩導(dǎo)致運(yùn)價(jià)下降，而遠(yuǎn)東西行 (FEWB) 運(yùn)價(jià)保持穩(wěn)定。”

Demand seen to pick-up

需求有望回升

Moving forward, it added that demand is "expected to pick up" in July as more Chinese factories ramp up production.

展望未來(lái)，它補(bǔ)充說，隨著越來(lái)越多的中國(guó)工廠提高產(chǎn)量，7月份需求“預(yù)計(jì)會(huì)回升”。

"TPEB demand ex-HAN is continuing to pick up as we approach the quarter end. Space is also getting tighter especially due to congestion at transit hubs. TPEB rate levels are expected to increase next week, while FEWB rates are trending downwards due to weak demand," Flexport added.

“隨著我們接近季度末，除 HAN 的 TPEB 需求繼續(xù)回升，空間也越來(lái)越緊張，尤其是由于交通樞紐的擁堵。預(yù)計(jì) TPEB 費(fèi)率水平下周將上升，而 FEWB 費(fèi)率由于疲軟而呈下降趨勢(shì)需求，”Flexport 補(bǔ)充道。

In terms of shipping, the freight forwarder said for Asia-North America, rates continue to fall on TPEB as demand remains soft relative to the capacity available, especially to Pacific Southwest ports.

在航運(yùn)方面，該貨運(yùn)代理表示，對(duì)于亞洲-北美，TPEB 的運(yùn)費(fèi)繼續(xù)下降，因?yàn)樾枨笙鄬?duì)于可用運(yùn)力仍然疲軟，尤其是太平洋西南港口。

It added that shipping activity has resumed in Shanghai, although the strength and timing of the volumes rebounding after two months of Covid-19-related lockdowns remain unclear.

它補(bǔ)充說，上海的航運(yùn)活動(dòng)已經(jīng)恢復(fù)，盡管在與 Covid-19 相關(guān)的兩個(gè)月的封鎖之后，貨運(yùn)量反彈的力度和時(shí)機(jī)仍不清楚。

"International Longshore and Warehouse Union (ILWU) and Pacific Maritime Association (PMA) labor negotiations continue as July 1st, when existing contracts expire, rapidly approaches," Flexport said, noting that intermodal bottlenecks, chassis shortages, and high fuel prices continue to pose additional challenges despite the improved balance between supply and demand.

“國(guó)際碼頭和倉(cāng)庫(kù)聯(lián)盟 (ILWU) 和太平洋海事協(xié)會(huì) (PMA) 勞工談判將持續(xù)到 7 月 1 日，屆時(shí)現(xiàn)有合同即將到期，”Flexport 說，并指出多式聯(lián)運(yùn)瓶頸、底盤短缺和高燃油價(jià)格繼續(xù)構(gòu)成盡管供需平衡有所改善，但仍面臨更多挑戰(zhàn)。

"Levels remain elevated relative to the pre-Covid market with softening in many major pockets," it further said.

它進(jìn)一步表示：“相對(duì)于 Covid 之前的市場(chǎng)，水平仍然較高，許多主要領(lǐng)域都在走軟。”

Meanwhile, for Asia-Europe shipping, Flexport noted that following the Shanghai reopening, volumes are picking up again but recovery has "not translated into a big surge thus far."