NO.1 De Xun: There is no peak season this year!
Kuehne+Nagel, the world's largest shipping cargo, splashed a pot of cold water for the peak season this year. Both De Xun and DSV have recently announced their first half of their results, and their profit has declined sharply, consistent with the current situation of the entire industry.
Stefan Paul, CEO of Dexun, said: "It is expected that there will be no peak season in 2023. There are no signs of sea and air transportation, but we believe that an inflection point may occur in the second half of the year."
It is reported that Dexun's definition of the peak season is at least 10%-15%of the amount of goods in August-November.
NO.2 Matsky started to rent a lot of boats. What's going on?
According to the French shipping consulting company Alphaliner in the latest issue of the market, among the world's 10 major collective companies, Maski is the largest collector company to reduce its capacity in the first half of this year.
But recently, Maski quickly leased six ships in a short period of time, the largest Zim Pusan wheel with 6078teu, and the smallest of 4 ships of 1700 ~ 1800teu.
AlphaLiner analysts said in the weekly newspaper that the starting rate of ship rental rates in the near future may be the main reason why Maski began to rent a ship rental. Whether this trend can continue to be further observed.
Lars Jessen, a well -known shipping analyst, said that Maski's recent rental behavior may be to make up for the empty position of some leases that are about to expire, and it is not considered that Maski is looking forward to the market.
No.3 One's latest performance is released! Net profit after tax fell by 91%
Recently, the Marine Connect Shipping (ONE) announced the performance report of the first quarter of fiscal year (April 1st to June 30th, 2023).
During the reporting period, ONE achieved operating income of US $ 3.765 billion, a year -on -year decrease of 58%; the profit tax was 770 million US dollars before EBITDA (EBITDA), a year -on -year decrease of 87%; the net profit after tax was 513 million US dollars, a year -on -year decrease of 91%.
In addition, during the reporting period, ONE realized 2.825 million TEUs, a year -on -year decrease of 4%.
Among them, the volume of Asia-North American east-direction routes is 578,000 TEU, with 82%of the cabin; Asia-North American west-west routes are 291,000 TEUs, the cabin utilization rate is 44%; The cabin utilization rate is 94%; the volume of Asia-Europe eastward routes is 240,000 TEU, and the use of the cabin is 54%.
No.4 net profit decreased by 83%, Pacific Shipping announced the first half of the year's performance
Recently, the Pacific Basin of the Hong Kong Ganzhuo Pacific (PACIFIC BASIN) announced the mid -term results as of the first six months of 2023. The company's turnover in the first half of the year was US $ 1.148 million, a decrease of 33%year -on -year; 83%, net profit 85.3 million US dollars, a decrease of 82%year -on -year.
According to the Pacific Shipping Report, in the first half of the year, the company purchased a more modern cargo ship, including five large -scale dry loose cargo ships, a super -split -type dry loose cargo ship and a small spiritual stool loose cargo ship. At the same time, at the same time Two small Lingling -type dry loose ships with high age of ships are sold to obtain value returns and meet stricter environmental regulations.
Since the beginning of 2021, the load capacity of Pacific Shipping has increased by 6%. At present, the total load capacity has reached 5,300,000 yuan, of which 55%are super -split -type dry loose ships. The company currently has 121 small psychic and ultra -splin -type dry loose ships, and operates about 282 ownership and rental cargo ships in total.
NO.5 Federal Express International Priority Express Service in the Middle East and India
Recently, Federal Express announced the upgrading international express delivery services in the Middle East and India to improve the efficiency of cargo circulation and help customers seize the global market opportunities in a timely manner.
From August 1st, Federal Express has further shorten the transportation time for international express delivery services for the UAE, Saudi Arabia and Indian exporters.
The upgraded Federal Express International Priority Express Service will deliver the goods to the world's major markets and regions within 2-3 working days. For most markets, this improvement means that the transportation time is shortened by at least one day compared It provides customers who want to transport important and urgent goods with a limited time delivery service with both speed and reliability. In addition, this service includes Federal Express Gate -to -door service and customs clearance services.
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