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赫伯罗特:贸易战下,航运之路平稳顺畅

作者:   发布时间:2019-05-10    浏览量:3843   字体大小:  A+   A- 

赫伯罗特:贸易战下,航运之路平稳顺畅
图片来自网络,版权属于原作者

来源: Marine Link 2019-05-09
翻译:国际海事信息网 王雅媛 张运鸿
 
       德国集装箱运输公司赫伯罗特(Hapag-Lloyd)首席执行官周四表示,尽管全球贸易紧张,但公司对未来一年仍持乐观态度。
 
       Rolf Habben Jansen对路透社表示:“尽管存在种种不确定性,但我们看到了一个些许稳定的发展前景。”他补充称,贸易战迄今对赫伯罗特的业务影响有限。
 
       美国总统唐纳德·特朗普(Donald Trump)周三表示,中国违反了一项贸易协议的条款,并补充说,他不会放弃对中国商品征收新的关税。
 
       在第一季度运费率较上年同期高出了5%之后,Habben Jansen表示,他仍预计第二季度运费率将大幅上涨。
 
       赫伯罗特股价于格林尼治标准时间(GMT,Greenwich Mean Time )7点33分上涨了1.1%,远超下跌了0.6%的市场。
 
       公司运输量也将上升,在多年运力过剩之后,全球船队今年只会增长3%至4%,其中新船订单将达到一个“健康”值,即当前运力的11%。
 
       Fearnley公司的分析师在给顾客的报告中写道:“因此,赫伯罗特正处于领先市场的地位,全球销量在2019年前三个月增长了约0.5%。”
 
       金融危机后的经济放缓迫使一些航运公司停业,并导致了赫伯罗特在2017年与由6个海湾国家拥有的阿拉伯联合国家轮船公司(United Arab Shipping Company,简称UASC)合并,这使其成为世界第五大航运公司。
 
      然而,Habben Jansen表示,他预计在未来12至24个月内不会有太大的整合,因为额外规模效应的范围是有限的。
 
(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。)
 
Hapag Lloyd: Calm Passage Despite Trade War
 
Hapag-Lloyd is optimistic about the year ahead, despite global trade tensions, the German container shipping company's chief executive said on Thursday after a first quarter earnings rise.
 
"Despite all the uncertainty, we see a somewhat stable development," Rolf Habben Jansen told Reuters, adding that trade wars have so far had a limited effect on Hapag Lloyd's business.
 
U.S. President Donald Trump said on Wednesday that China had broken the terms of a trade deal, adding he would not back down on imposing new tariffs on Chinese goods.
 
Habben Jansen said that he still expects freight rates to increase significantly in the second quarter, after first-quarter prices were 5 percent above the year-earlier period.
 
Hapag-Lloyd shares were up 1.1 pct at 0733 GMT, outperforming the market which was down 0.6 percent.
 
Transport volumes would also rise, while after years of overcapacity the global fleet would increase by only 3-4 percent this year with orders for new ships standing at a "healthy" 11 percent of current capacity.
 
"Hapag-Lloyd is thus growing ahead of the market, with global volumes up c. 0.5 percent in the first three months of 2019," analysts from Fearnleys said in a note to clients.
 
An economic slowdown following the financial crisis forced some shipping companies out of business and led to mergers such as Hapag Lloyd's 2017 link-up with UASC, which is owned by six Gulf states. This made it the fifth largest shipping operator.
 
However, Habben Jansen said that he does not expect much consolidation in the next 12-24 months as the scope for additional scale effects was limited.
 

来源:simic