NO.1, the recovery market of the container shipping market is rising, but it is difficult to get a trough
According to the latest data released by the Shanghai Airlines Stock Exchange recently, the SCFI index rose from 11.01 points to 983.46 points last week, an increase of 1.13%, and rose after falling around. The rise. However, the SCFI index has been at a low level below a thousand points in five consecutive weeks.
Last week, the increase in the Far East to the United States West has received the most attention. Each FEU freight rate rose 69 US dollars to $ 1398, which rose 5.19%weekly; the freight rate of each Feu from the Far East to the East Line of the United States rose minimally to $ 2,374, which rose 0.38%weekly. ; European lines have continued to fall to $ 10 to $ 859 per TU, and the decline has also expanded from 0.11%in the previous week to 1.15%.
The shipping price of the Mediterranean line rose minimum to $ 23 to $ 1398, rising 1.41%, rising slightly for two consecutive weeks. The shipping price of the South American Line Santus point continued to rise by $ 64 to $ 2073, up 3.19%. Southern Asia Line Singapore's shipping price fell 3 US dollars to $ 171 per week, a decrease of 1.72%.
Industry analysts pointed out that the SCFI index has continued to hover in a low position in the near future, showing that there is a support for low freight prices after the signing of long contracts in the European and American lines. Although it is difficult to rise, it is difficult to fall. In addition, the market also reported that large -scale collecting companies such as Mediterranean Shipping and Dafei issued a notice of price increase (GRI) price increase notice from the US line. to be observed.
NO.2, CMA CGM's net profit in the first quarter of $ 2.01 billion
Recently, CMA CGM announced the first quarter performance. During the reporting period, the revenue was US $ 12.72 billion, a decrease of 30.2%year -on -year; EBITDA was US $ 3.44 billion, a year -on -year decrease of 61.3%; net profit was 2.01 billion US dollars, a year -on -year decrease of 72.1%.
The main performance data of Dafei in the first quarter of 2023
Specifically, the revenue of CMA CGM Sea Transportation business was US $ 8.87 billion, a year -on -year decrease of 40.3%; EBITDA was US $ 3.05 billion, a year -on -year decrease of 64.3%. The logistics business revenue was US $ 3.86 billion, an increase of 14.1%year -on -year; EBITDA was US $ 340 million, a significant increase of 36.9%year -on -year. In addition, in the first quarter, CMA CGM's shipping volume was 5.02 million TEU, a year -on -year decrease of 5.3%. The average freight was $ 1766/Teu, a year -on -year decrease of 37%.
CMA CGM's main performance data in the first quarter of 2023
Rodolphe Saad, chairman and CEO of Dafei Group, commented: "After two years of special period, due to the slowdown in global economic growth, inflation, and continuous de -inventory worldwide, shipping. The industry has entered the normalization, and our first quarter performance remains stable. "
NO.3, Vietnam's export volume decreased 11.6% year -on -year
According to data on May 29, the Vietnam Statistics General Administration showed that the export volume in Vietnam in the first five months of this year decreased 11.6%year -on -year to US $ 136.17 billion, and the import volume decreased by 17.9%year -on -year to US $ 126.37 billion, with a trade surplus of US $ 9.8 billion.
Data show that as Vietnam's largest export goods, the export volume of mobile phones and accessories in the first five months of this year decreased by 16%to US $ 211.7 billion.
In the first quarter of this year, the growth rate of GDP in Vietnam slowed from 5.9%in the fourth quarter of last year to 3.3%. Vietnamese Government Vice Premier Chen Liuguang said recently that despite the pressure of rising global interest rates, Vietnam will not change its goal of 6.5%of its annual economic growth.
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