没办法,没资金认可。偏见太严重,
(Chart: FreightWaves based on data from OOCL securities filings) (图表:FreightWaves基于东方海外证券备案文件数据)
OOCL achieved $2,914 in revenue per FEU in the trans-Pacific lane in Q1 2023, down 63% y/y and 41% quarter on quarter (q/q) but still up 16% versus pre-COVID. 东方海外2023年第一季度跨太平洋航线的每FEU收入为2914美元,同比下降63%,环比下降41% (q/q),但仍比新冠疫情前增长16%。
OOCL’s Asia-Europe trade averaged $2,524 per FEU, down 66% y/y and 39% q/q but 42% above the 2018-2019 average. 东方海外的亚欧贸易平均为每FEU 2,524美元,同比下降66%,季环比下降39%,但比2018-2019年的平均水平高出42%。
The carrier’s smallest market by volume — the trans-Atlantic — was its best performer. Q1 2023 trans-Atlantic revenue came in at $4,865 per FEU, 99% higher than pre-pandemic levels. Trans-Atlantic revenue per FEU was down 17% y/y and 23% q/q. 该公司销量最小的市场——跨大西洋市场——表现最好。2023年第一季度跨大西洋收入为每FEU 4,865美元,比大流行前的水平高出99%。跨大西洋地区每FEU收入同比下降17%,季环比下降23%。
The intra-Asia trade is by far OOCL’s largest market by volume. In general, rates in this trade are lower than in the mainline east-west markets. OOCL posted revenue of $1,867 per FEU in Q1 2023 in the intra-Asia trade, down 48% y/y and 22% q/q but still up 51% from the 2018-2019 average. 亚洲内部贸易是东方海外迄今为止交易量最大的市场。一般来说,这种交易的利率低于东西向的主流市场。东方海外在2023年第一季度的亚洲内部贸易收入为每FEU 1,867美元,同比下降48%,季环比下降22%,但仍比2018-2019年的平均水平增长51%。
Taiwan’s Evergreen, the world’s sixth-largest ocean carrier, reports monthly operating revenues. It disclosed its March revenues on Monday. 台湾长荣航空公布了月度营业收入。长荣航空是全球第六大远洋航空公司。该公司周一公布了3月份的收入。
Evergreen’s operating revenues totaled 66.8 billion New Taiwan dollars ($2.2 billion) in Q1 2023. That’s down 61% y/y and 40% q/q, but still up 46% from Q1 2019, pre-COVID. 长荣集团2023年第一季度的营业收入总计新台币668亿元(合22亿美元)。同比下降61%,季率下降40%,但仍比2019年第一季度(covid前)增长46%。
(Chart: FreightWaves based on Evergreen securities filings) (图表:FreightWaves基于长荣证券备案文件)
Looking at the monthly trend, Evergreen reported operating revenues of 21.9 billion New Taiwan dollars in March. 从月度趋势来看,长荣3月份的营业收入为新台币219亿元。
This was up 17% from February, marking the first m/m increase since last July. 这一数据较2月份增长17%,为去年7月以来的首次增长。
(Chart: FreightWaves based on Evergreen securities filings) (图表:FreightWaves基于长荣证券备案文件)
Indexes covering spot freight rates and long-term rates show continued deterioration, but at a much slower rate of decline than in the second half of 2022. Xeneta’s XSI Global index, which tracks long-term contract rates, fell just 0.5% in March versus February, to 345.87 points, “a slower pace than in previous months,” said Xeneta. 涵盖现货运价和长期运价的指数仍在继续恶化,但下降速度比2022年下半年慢得多。Xeneta追踪长期合同利率的XSI全球指数3月份仅比2月份下跌0.5%,至345.87点,“比前几个月的速度要慢,”Xeneta说。
(Chart: Xeneta) (图:Xeneta)
The XSI is down 24% from its all-time high in August 2022, however, it’s still up 30.5% y/y and is around three times pre-COVID index levels. XSI指数较2022年8月的历史高点下跌了24%,但仍同比上涨30.5%,约为疫情前指数水平的三倍。
The Drewry World Container Index global composite — which measures average spot rates — was unchanged w/w for the week ending Thursday, at $1,710 per FEU. 在截至周四的一周,衡量平均现货汇率的德鲁里世界集装箱指数(Drewry World Container Index)全球综合指数(wpi)与前一周持平,为每FEU 1710美元。
The WCI global composite is down 79% y/y and is 84% below the all-time high of $10,277 per FEU reached in September 2022. Yet the index is still 20% above its 2018-2019 average, said Drewry. WCI全球综合指数同比下跌79%,比2022年9月达到的每FEU 10277美元的历史高点低了84%。德鲁里表示,该指数仍比2018-2019年的平均水平高出20%。