Container's transportation market is expected to improve in the second quarter of next year

On November 16, Chen Boting, Chairman of WanhaiIn an interview, I talked about the worldThe prosperity and changes of Container's shipping market are expressed.He said that the market changes are a bit complicated, but the prosperity is not as bad as imagined.At present, it is mainly affected by three factors.These factors are gradually improving,ContainerThe shipping market is expected to improve in the second quarter of next year.

Chen Boting said that many big companies around the world have been talking about the economic downturn recently.Some of them are real.Products that don't sell well are often consumer goods, including computers, mobile phones and other non-essential smart products, while other necessities of people's livelihood are not.Therefore, it is obviously not good, and the overall demand is still normal.

Chen Baiting said that the economic situation is not as bad as imagined.The poor market economy environment can be attributed to three aspects.First, the cost brought about by inflation and other factors has increased significantly, resulting in a decline in consumption;Second, intended psychology;Third, geopolitical factors.Structural problems brought about by political and epidemic prevention policies lead to a decrease in production and consumption.This involves the transformation of production bases in the supply chain and the rise of new industries, which makes many markets short of manpower, and there are some breakpoints of labor shortage in the original manufacturing chain.

Chen Boting believes that the substantial impact only accounts for one-third, and there is still time to adjust the second and third points.Among them, intended psychology is expected to be adjusted within 6 months to 1 year;Structural problems depend on the output energy and the duration of conflict, so the view of economy is neutral.As forSetThe transportation market is expected to improve in the second quarter of next year.

Xie Fulong, general manager of Wanhai, said that there is no reason to be pessimistic at present unless the global economy is always so bad.So far, 50% of Wanhai's US line has signed a long contract.Far East-US-West freight rates plummeted.Wanhai's profit in the fourth quarter will not be as good as last year, but it can still remain profitable.

As for next year, we have to observe the performance of the American economy.Moreover, shipping companies have their own coping styles.They will not continue to increase their Voyage while losing money, but will constantly adjust with market demand.

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