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台湾集运三雄第一季度仅长荣海运获利


Jun 05 2017

导读:台湾集装箱班轮三雄长荣、阳明和万海今年第一季仅长荣海运获利。

  据台湾媒体报道,台湾集装箱班轮三雄长荣、阳明和万海今年第一季仅长荣海运获利。

  长荣海运一季营收338.4亿新台币(约74已人民币),环比下滑1%,但比去年同期增18.3%。因中国农历年前赶出货关系,第一季货柜运价呈现先涨后跌,但因整体货量与装载率提升,使单位成本下降,毛利率季增4.06ppts至6.23%,优于原先预估3.62%,税后纯利3.13亿新台币(约7000万人民币),转亏为盈。

  长荣海运4-5月主要航线装载率已回升至95%以上,在维持高装载率情况下,加上5月美洲线已适用新签合约价,以及第三季可望加收旺季附加费,皆有助于营收表现;此外海运联盟整合已告一段落,预计联盟效益将逐渐显现,单位成本可望进一步降低,预计第二季及第三季营收与毛利率皆呈现季度成长。

  根据Alphaliner资料显示,自2017年2月起闲置运力便逐渐投放至市场中,5月闲置运力为50.3万TEU,占市场总运力约2.5%,使先前现货运价呈现缓跌,不过以整体货量来看,美洲线与欧洲线皆较去年同期成长,且装载率自2月以来逐渐回升,目前已回到93%-95%,显示货量成长幅度足以消化闲置运力的投入。2017年5月Alphaliner上修2017年需求成长率至4.6%,下修运力供给成长率至3%,显示2017年市场供需状况已有明显改善。

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