Zhitong
2022.06.22 04:53

集运超级牛市驱动力减弱 业内警惕拐点来临

据报道,去年中美热门航线上,集装箱运价一度攀升至每标箱 2 万美元,集运行业迈入史诗级牛市行情。进入 2022 年,天价运费逐渐松动。作为全球集运主干线,美线今年在需求端表现压抑,美西运价从春节前的 1.3 万美元左右,下探至 7000 美元。上海出口集装箱运价指数也已高位回落,年内已跌超 17%。近期来自知名投行摩根大通的一份报告看衰行业,更是引发全球航运板块震动。业内人士表示,目前集运市场综合来看下行压力较大,行业景气度预计逐步回归正常水平。
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