疫情推动航运巨头马士基转型
作者： 发布时间：2021年05月13日 浏览量：546 字体大小： A+ A-
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来源：Hellenic Shipping News 2021-05-12
翻译：国际海事信息网 顾晋瑄 王雅媛 张运鸿
航运集团马士基（Maersk）周二表示，由于消费者订单数量激增，集装箱需求量旺盛，因此预计到2025年，集团投资资本的平均回报率将显著高于近年来水平。
这家丹麦公司表示，由于马士基在疫情发生之前该就已经加速了其转型进程，目前公司致力于改善彪马（Puma）和沃尔玛（Walmart）等客户的供应链物流。
马士基首席执行官Soren Skou在资本市场日（Capital Markets Day）上告知投资者，他预计2021年至2025年之间的投资资本回报率（ROIC）会高于12%，而对比前五年，其平均回报率仅为2.3% 。ROIC是衡量公司使用资本产生利润的一种指标。
Nordnet的投资经济学家Per Hansen表示：“这是一个雄心勃勃的目标，这证明了市场景气的情况将会比大多数人预期的更为持久。”
上周，马士基公布了创纪录的季度利润，并表示，受中国至美国集装箱运输需求旺盛的推动，该公司预计今年剩余时间将继续保持这种“异常强劲”的业绩。
Skou表示，海运集装箱业务依然是公司的核心业务，该业务承载了全球五分之一的集装箱装运，而陆基物流业务（包括工厂装运，海关服务和仓储）将会是公司业绩的“增长引擎”。
Skou还表示，目前全球最大的200家集装箱运输客户，在他们的陆基物流支出中，使用马士基业务的只占“非常非常小的一部分”。
他指出，马士基的海运集装箱业务有7万名客户。为此他表示:“能够向远洋客户销售更多的物流产品和服务，是该战略的基石，其中蕴含着巨大的机遇。”
Skou表示，马士基的目标是在未来五年内通过收购实现物流业务10%以上的有机增长。
（本文版权归国际海事信息网所有，图片版权归原作者，转载请注明出处。）
Pandemic propels makeover at shipping giant Maersk
Shipping group Maersk said on Tuesday it expects average returns on invested capital towards 2025 to be significantly above recent years, propelled by high demand for containers to meet a surge in consumer orders.
The Danish company said it aims to bolster supply chain logistics for clients such as Puma and Walmart as it spurs a transformation that began before the pandemic.
Maersk Chief Executive Soren Skou told investors at a Capital Markets Day he expects return on invested capital (ROIC) – a measure of how well a company uses its capital to generate profits – above 12% between 2021 and 2025, compared with average returns of 2.3% in the previous five years.
“This is an ambitious (target) and testifies to a belief that the good times will continue longer than most people expect,” said Per Hansen, investment economist at Nordnet.
Maersk last week presented record quarterly profits and said it expects the “exceptionally strong” performance to continue for the rest of the year, driven by high demand for shipping containers from China to the United States.
Skou also said the ocean container business, which handles about one in five containers shipped worldwide, will continue to be at the centre of the company, while its land-based logistics business, which includes shipment from factory, customs services and warehousing, will be its “growth engine”.
The 200 biggest customers in ocean container shipping currently only use Maersk for a “very, very small fraction” of what they spend on land-based logistics, Skou said.
“Being able to sell more logistics products and services to our ocean customers is a cornerstone of the strategy, and the opportunity is huge,” he said, pointing to Maersk’s 70,000 customers in the ocean container business.
Maersk targets organic growth in its logistics business above 10% in the next five years, complemented by acquisitions, Skou said.
来源：simic
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