"Sea Strokes" is still: 55% of the luck in June is still difficult to solve the challenge of China supply chain

"Qingdao to the 40-foot high box of Chicago, USA, is $ 22 million." Qingdao Scarlet International Logistics Co., Ltd. Sales Manager Jingxiao July 29th to the 21st Century Economic Reporting reporter feedback the latest shipping price. In the same period, the price to Venezuela Kabei rose to $ 22 million / 40HC.

Trapped in the high fever of the high fever, now Jing Xiaoye's customer's monthly shipments are 1/4 before the epidemic, they began to worry, and the continuous high shipping price will force US customers to replace the supply chain and replace the purchasing country.

This non-well-owned converging customer. A medical device company far in Shenzhen Fu Rong did not worry that there were more than 100 cabinets when the company didn't worry, and she worried that the price of madness would affect my country's industrial competitiveness.

In the face of a phenomenon of a box of shipping market, July 29th, the Ministry of Communications spokesperson Sun Wenjian responded to the road in July, and the Ministry of Communications will promote the strengthening cooperation between Hong Kong Airport and import and export enterprises. In response to the transportation requirements of small and medium customers, the Ministry of Communications coordinate active services such as China-Far Maritime Group, providing special transport services for small and medium-sized service companies through new service lines. According to Sun Wenjian, the capacity of North American route reached 6.88 million in June this year, an increase of 55% in the same period of 2020, and the capacity of European route reached 4.3 million tanks, an increase of 30% over the same period in 2020.

The freight rate is still high, the container is still lacking

Despite the recent capital market shipping stock price fluctuations, in the shipping market, the freight rate has always maintained a curve of a firm rise.

The latest freight index announced by the Shanghai Shipping Exchange, on July 23, China's export container transportation price is 2854.02 points, Shanghai export container transportation price integrated index (SCFI index) is 4,100 points, can be compared, 5 On the 21st, China's export container integrated freight index was 2216.63 points, Shanghai export container integrated freight index was 3432.50 points, and 28.75% and 19.44% respectively were rose in two months.

If it is compared to the epidemic, then it has risen more. Jing Xiaoye said that the price of Qingdao to Chicago route before the epidemic (40HC) is only two hundred thousand dollars, now nearly ten times. Since the second half of last year, the freight rate of the entire market is crazy.

In the past few months, this newspaper has reported many times that the price of marking is not improved today. The situation in the market is still unpublished, and Jing Xiaoye told reporters that before the customer only had to order the cabin in advance, it needs to be more than one month in advance, and it is necessary to pay for the freight rate. Unable to know the price, get the price of the money before the last week. Even if it is opaque and complicated, many small and medium-sized freight forwarders and goods are still 鹜. Because the demand is several times higher than that of the discharged space, it is cheaper than the spot market.

Ma Shi recently released the report of the latest market information (July 2021) "report. Maersk pointed out that European ship delays are affecting Asian export goods, which is expected to be deteriorated. Due to the surge in European demand, Asia's container shipments in Europe have soared, and at the same time by the negative impact of European epidemic prevention and control measures, the main ports in Europe have fallen into congestion, causing multiple Asia-Europe ship delays.

In the North American market, container empty box inventory sustainable backlog. With the arrival of the peak season, North American ports continue to congest, and will slow down empty boxes back to Asia. North American port congestion not only affects trailer utilization, not conducive to North American exporters, but also caused ship pressure port, which may result in continued deterioration of Asian shorthairs.

That is, the supply and demand in the sea market in the second half of the year is still quite tense, especially the lack of containers.

The Secretary of the Bohai Rental Board of Board told reporters that since the second half of 2020, 20-foot dry box new box has continued to rise, and it has reached the highest level in the past 20 years. According to Harrison Consulting, the new box rent level is also high, and Q1 is about 0.4 US dollars / day level in 2019 and 2020, and the Q1 of Q1 has reached $ 0.9 / day in 2021, an increase of more than double. Container rental companies have a large number of packages in 2020Q1 to 2021Q1 to 1.3 million TEU. The three major container rentals held by the New Hormit CAI, TEXTAINER and TRITON have increased from 11.12 million TEU to 12.12 million TEU, an increase of 8.5%.

China's supply chain challenge is still severe

The Ministry of Communications apparently pays attention to this problem. Sun Wenjian said that in the first half of this year, my country's goods trade import and export totaled 18.07 trillion yuan, compared to 2020, 2019, in the same period of 2019, a total of 27.1% and 22.8% respectively; one of which exported 9.8 trillion yuan, compared to 2020, 2019 Growth 28.1% and 23.8%. The import and export market is so rapidly increased, which must require the port container-related freight with match, otherwise our country cannot complete the entry and exit of these goods.

Unfortunately, although my country has overcome the sudden port epidemic, maintaining the normal operation of my country's port, and gaining forward growth. However, Delta new crown virus has spread to 132 countries and regions, and many countries re-caught inventory. The overseas epidemic also has also led to the inconsistent international logistics supply chain, the transportation efficiency is lowered, the ship's capacity, and the empty box is not required. Data show that in the first half of this year, my country's port completion of the cargo throughput of 7.64 billion tons, an increase of 13.2% over 2020, an increase of 13.9% over the same period in 2019. Completion of the container throughput of 140 million markers, an increase of 15.0% over the same period in 2020, an increase of 8.8% over the same period in 2019.

Sun Wenjian said that since April, Sun Wenjian has been influenced by the emergence of Suez Canal blocking incidents, some national epidemic eruptions, including China's main route capacity continues to be tight, and the capacity supply and demand is seriously imbalance, making the rising market a global phenomenon. At present, most of the major routes in most countries around the surrounding countries have been higher than in my country. The Ministry of Transport attaches great importance to the meeting with the Ministry of Commerce and the Ministry of Commission to take active measures to ensure that our international shipping is open.

The Ministry of Communications also actively guides the international liner company to increase the capacity of mainland export routes and containers and improve container transportation efficiency. Sun Wenjian revealed that in June this year, North American route has reached 6.88 million tabs, which increased by 55% and 26% from 2020; European route capacity reached 4.3 million TEUs, more than 2020, in 2019, increased by 30% respectively And 7%. The Ministry of Communications also encourages the liner company to use grocery ships, special ships, etc. in the case of safety, increase capacity supply.

While incremental transportation, container production capacity is also increasing. The Ministry of Communications coordinates my country's boxing companies to increase production efforts, and the current monthly capacity has increased from the past 200,000 tank to the highest production capacity of more than 500,000 markers. "In June, my country's main port empty container short-demate is 1.4%, a decrease of 12.2 percentage points from the beginning of the year. This group of data indicates empty spaces, and it has been effectively eased." Sun Wenjian said that the Ministry of Communications also encourages the bus and car owners to actively Sign long-term transport contracts provide a stable supply chain service guarantee. In response to the transportation needs of small and medium customers, coordinate the active services such as the China-Far Maritime Group, provide special transport services to small and medium-sized service companies through the new service lines.

However, the small goods owners are worried, these moves can be homped to them in time. Because the price is too high, it is even higher than the value of a box of goods, Europe and American customers are increasingly difficult to withstand such high-priced Chinese goods. The person in charge of Tianjin Foreign Trade Enterprise, said that there are many shipments that have been less than before, and all customers of Jingxiao have insufficient shipments before the epidemic, and the salesman of the company who is unwilling to be famous is also revealed. Month month shipments have been dropping.

"Worried that the marine price of madness will affect my country's industrial competitiveness and supply chain. After all, Chinese goods have been a high price-checked synonym, Fu Rong said.