Sea freight, which has risen for 15 consecutive months, fell sharply for the first time
Writer： Hengfeng you electric Time：2023-04-14 views：times
According to Martin, chief economic analyst of hengfengyou electric, the sea freight, which has risen for 15 consecutive months, has declined for the first time since October 2021. However, according to the insiders, at present, the global shipping supply and demand is still unbalanced, and the shipping price may continue to operate at a high level in the short term. Although the phenomenon of "it is difficult to find one container" has been alleviated, the foreign trade enterprises "going to sea" still face the pressure of lack of containers.
*Freight rates on China US routes dropped by 30%
Since the second half of last year, shipping prices have remained high. The high freight and the shortage of containers have impacted China's foreign trade enterprises. Since late September, the sea freight price has finally dropped, and the sea freight from Asia to the United States has dropped from US $30000 to US $20000, a decrease of more than 30%. From the perspective of major ports in China, recently, the quotation of sea transportation from Nansha port and Yantian port to the west coast of the United States has decreased significantly. Compared with the high point of USD 20586 / feu (40 foot container) in early September, it has decreased by nearly USD 5000, a decrease of more than 20%, and even the quotation of some popular routes has decreased by 51.4%.
In addition to the major shipping companies increasing transport capacity, Martin, chief economic analyst of youyou electric, analyzed that recently, many provinces and cities in China have introduced power restriction measures, resulting in the decline of domestic production enterprises' production capacity, the longer order delivery cycle and the decline of transportation demand to a certain extent. Since this year, the price of bulk raw materials has continued to rise, and factors such as RMB appreciation have also restrained export demand to varying degrees. "The peak export season of many industries has passed. Superimposed on the recent decline in manufacturing capacity, multiple factors have caused the decline in shipping prices to fall further in the coming months."
*The shortage of containers will still exist in the short term
Shipping prices fell sharply within a month, so what will be the trend in the future? In the view of insiders, on the one hand, the situation of international port congestion and tight transport capacity has not been alleviated; In addition, considering the impact of repeated epidemic and other factors, the subsequent supply chain bottleneck may be exacerbated. A number of foreign trade enterprises told the 21st Century Business Herald reporter that although the shipping price has fallen in the past period of time and the phenomenon of "it is difficult to find one container" has also been alleviated, the problem has not been fundamentally changed. During this period, although the shipping price has decreased, the shortage of containers still exists. "Now the waiting time is shorter than before, but containers are still in short supply."
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