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艾睿铂:集装箱运输业暂时不会出现大型整合并购

作者: 发布时间:2017-07-12 浏览量:817
艾睿铂:集装箱运输业暂时不会出现大型整合并购
来源:Seatrade Maritime 2017-07-11
翻译:国际海事信息网 宋文烨 张运鸿
 
       国际知名咨询公司艾睿铂(Alixpartners)香港办公室总经理林莲云(Lian Hoon Lim)指出,继收购东方海外后,中远海运需要时间协同合作,在此期间,其他航运公司不可能有进一步的兼并举动,因为早前各航运巨头已经相继出牌。
 
       他同时提到:“一年内,航运市场将有六大主要航线——马士基、地中海、中远、达飞、赫伯罗特以及日本邮轮/商船三井/川崎汽船(即合资企业ONE),他们将占据全球70%的运量。”
 
       “其余三家中型航运企业的影响力较小,长荣海运、阳明海运和现代商船将分别占据6%、3%和2%。”
 
       林先生反问道:“三大航运联盟里都将有两家较大的航运公司和一家较小的,那么大公司难道觉得有必要收购联盟内较小的公司吗?”
 
       2M联盟包括马士基和地中海,以及较小的现代商船,后者不是联盟成员,但参与舱位互换和舱位购买的战略合作。
 
       海洋联盟(Ocean Alliance)中,达飞海运(收购东方海皇)和中远海运规模较大,长荣海运规模较小。
 
       第三个航运联盟The Alliance包括规模较大的赫伯罗特(包括阿拉伯联合国家轮船公司)和日本的合资企业ONE,以及规模较小的阳明海运。
 
       林先生指出,当前集装箱运输业呈现出联合的态势,意味着接下来航运公司以一己之力追求市场份额的行为将受到约束。
 
       此外,在集装箱运输的联合化趋势下,托运人将明显感到,迫使航运公司一对一竞争来降低运费将变得愈加困难。
 
      (本文版权归国际海事信息网所有,转载请注明出处。)
 
Container shipping unlikely to see more major M&As
 
With Cosco Shipping needing time to digest this OOIL acquisition in order to achieve all the synergies, other carriers are unlikely to make acquisition moves, as the bigger liners have all played their cards earlier, according to Lim Lian Hoon, managing director, Hong Kong at AlixPartners.
 
“One year from now, there will be six major lines – Maersk, MSC, Cosco, CMA CGM, Hapag-Lloyd and NYK/MOL/K Line (as ONE) – controlling more than 70% of the world’s capacity (taking the orderbook into account),” Lim said.
 
“The remaining three medium sized liners are significantly smaller as Evergreen, Yang Ming and HMM control just 6%, 3% and 2% of capacity respectively.
 
“Each of the three alliances will therefore have two large liners in them and one small liner, so do either of the two large liners in each alliance feel there is a need to acquire another small liner?” Lim questioned.
 
The 2M alliance includes Maersk Line and MSC, plus the smaller Hyundai Merchant Marine (HMM) which is a non-member but entered into strategic cooperation for slot exchanges and slot purchases.
 
Ocean Alliance comprises of the larger CMA CGM (which acquired NOL/APL) and Cosco Shipping, plus the smaller Evergreen.
 
The third alliance, THE Alliance consists of the larger Hapag-Lloyd (including UASC), and Japan’s ONE, plus the smaller Yang Ming.
 
Lim pointed out that the present consolidated landscape of container shipping has pointed to a further step in curbing the liners’ habit of chasing market share individually.
 
The container shipping consolidation has also reached a point where shippers may find it noticeably harder to get good deals by forcing liners to compete against each other individually, Lim added.
来源:simic

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