Chitsime: China Ocean Shipping e-Magazine, Marichi 6, 2023.
Ngakhale kuchepa kwa kufunikira komanso kutsika kwamitengo yonyamula katundu, ntchito zobwereketsa zombo zapamadzi zikupitilirabe pamsika wobwereketsa sitima zapamadzi, zomwe zafika pachimake kwambiri potengera kuchuluka kwa madongosolo.
Mitengo yobwereketsa yapano ndiyotsika kwambiri kuposa kuchuluka kwawo.Pachimake, kubwereketsa kwa miyezi itatu kwa sitima yapamadzi yaing'ono kumatha kuwononga ndalama zokwana $200,000 patsiku, pomwe kubwereketsa sitima yapakatikati kumatha kufika $60,000 patsiku pazaka zisanu.Komabe, masiku amenewo apita ndipo n’zokayikitsa kuti angabwererenso.
George Youroukos, CEO wa Global Ship Lease (GSL), adanena posachedwapa kuti "kufuna kubwereketsa sikunathe, bola ngati zofuna zikupitirirabe, bizinesi yobwereketsa sitimayo idzapitirira."
Moritz Furhmann, CFO wa MPC Containers, amakhulupirira kuti "mitengo yobwereketsa yakhala yokhazikika kuposa mbiri yakale."
Lachisanu lapitalo, Harpex Index, yomwe imayesa mitengo yobwereketsa yamitundu yosiyanasiyana ya zombo, idatsika ndi 77% kuchokera pachimake chambiri mu Marichi 2022 mpaka 1059.Komabe, chiwopsezo chatsika chaka chino chatsika, ndipo indexyo yakhazikika m'masabata aposachedwa, kupitilira kuwirikiza kawiri mliri usanachitike mliri wa 2019 mu February.
Malinga ndi malipoti aposachedwa a Alphaliner, kumapeto kwa Chaka Chatsopano cha China, kufunikira kwa kubwereketsa zombo zapamadzi kwakula, ndipo kuchuluka kwa zobwereka m'misika yambiri ya zombo zogawikana kukupitilirabe kuchepa, kuwonetsa kuti mitengo yobwereketsa idzakwera masabata akubwera.
Zombo zapakatikati ndi zazing'ono zonyamula katundu ndizodziwika kwambiri.
Izi ndichifukwa, munthawi yabwino kwambiri pamsika, pafupifupi zombo zonse zazikulu zidasaina mapangano obwereketsa azaka zambiri omwe sanathe.Kuphatikiza apo, zombo zina zazikulu zomwe ziyenera kukonzedwanso chaka chino zawonjezera kale zobwereketsa chaka chatha.
Kusintha kwina kwakukulu ndikuti mawu obwereketsa afupikitsidwa kwambiri.Kuyambira Okutobala chaka chatha, GSL yabwereketsa zombo zake zinayi kwa miyezi khumi.
Malinga ndi sitima yapamadzi Braemar, mwezi uno, MSC yabwereketsa chombo cha 3469 TEU Hansa Europe kwa miyezi 2-4 pamtengo wa $ 17,400 patsiku, ndi 1355 TEU Atlantic West chombo kwa miyezi 5-7 pamtengo wa $ 13,000 patsiku.Hapag-Lloyd adabwereketsa chombo cha 2506 TEU Maira kwa miyezi 4-7 pamtengo wa $ 17,750 patsiku.CMA CGM posachedwapa yapanga zombo zinayi: chombo cha 3434 TEU Hope Island kwa miyezi 8-10 pamtengo wa $ 17,250 patsiku;chombo cha 2754 TEU Atlantic Discoverer kwa miyezi 10-12 pamtengo wa $ 17,000 patsiku;the 17891 TEU Sheng Chombo cha miyezi 6-8 pamtengo wa $ 14,500 patsiku;ndi chombo cha 1355 TEU Atlantic West kwa miyezi 5-7 pamtengo wa $13,000 patsiku.
Zowopsa zimawonjezeka kwamakampani obwereketsa
Kuwonongeka kwa madongosolo kwakhala nkhawa makampani obwereketsa zombo.Ngakhale zombo zambiri zamakampaniwa zabwerekedwa chaka chino, zichitika bwanji zitatha izi?
Pamene makampani oyendetsa sitima amalandira zombo zatsopano, zosawononga mafuta ambiri kuchokera kumalo osungiramo zombo, iwo sangakonzenso zobwereketsa zombo zakale zikatha ntchito.Ngati obwereketsa sangapeze obwereketsa atsopano kapena sangathe kupeza phindu kuchokera ku lendi, amakumana ndi nthawi yopanda ntchito kapena amatha kusankha kuwachotsa.
MPC ndi GSL onse akugogomezera kuti kuchuluka kwadongosolo komanso kukhudzika komwe kungachitike kwa obwereketsa zombo kumangoyika kupsinjika pamitundu yayikulu ya zombo.Mtsogoleri wamkulu wa MPC, Constantin Back, adanena kuti mabuku ambiri oyitanitsa ndi a zombo zazikulu, ndipo mtundu wa zombo zocheperako umakhala wocheperako.
A Back adanenanso kuti zomwe zalamula posachedwa zimakonda zombo zamafuta apawiri zomwe zimatha kugwiritsa ntchito LNG kapena methanol, zomwe ndizoyenera zombo zazikulu.Kwa zombo zing'onozing'ono zomwe zimagwira ntchito m'madera amalonda, palibe LNG yokwanira ndi mafuta a methanol.
Lipoti laposachedwa la Alphaliner likuti 92% yazomanga zatsopano zomwe zidalamulidwa chaka chino ndi zombo zokonzekera mafuta a LNG kapena methanol, kuchokera pa 86% chaka chatha.
GSL's Lister adanenanso kuti kuchuluka kwa zombo zapamadzi pamadongosolo kumayimira 29% ya zomwe zilipo, koma kwa zombo zopitilira 10,000 TEU, gawo ili ndi 52%, pomwe pazombo zazing'ono, ndi 14% yokha.Zikuyembekezeka kuti kuchuluka kwa zombo zapamadzi kudzakwera chaka chino, zomwe zimabweretsa kukula kochepa kwenikweni.
Nthawi yotumiza: Mar-24-2023