马士基警告全球海运集装箱需求疲软、仓库爆满

北京时间3日晚,全球最大的集装箱承运输公司马士基航运周三发布预警称,由于消费者信心减弱和供应链拥堵,今年全球海运集装箱需求将放缓,港口与仓库的库存持续增加。

马士基航运是在全球集装箱运输市场的份额约为17%,公司被普遍视为全球贸易的晴雨表。

这家丹麦航运和物流公司表示,与2021年同期相比,今年二季度的船舶装载集装箱数量减少了7.4%,促使其修订了全年集装箱业务前景预期。

马士基现在预计,随着通货膨胀和能源价格上涨使全球经济前景黯淡,预计2022年全年集装箱运输需求将处于其预测区间的低端。该公司此前的预测范围内是同比下降1%至同比增长1%之间。

该公司在一份声明中表示:“地缘政治不确定性和能源价格上涨导致的通胀上升,继续影响着消费者信心和增长预期。鉴于这种背景,我们现在预计2022年全球集装箱需求将在原先预测的±1%预测范围的下限。”

马士基警告说,欧洲市场放缓尤其明显,随着消费者需求的减弱,港口和仓库的库存一直在增加。

该公司补充说,俄乌战争和抗疫封锁措施只会加剧这种拥堵问题。

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◎欢迎参与讨论,请在这里发表您的看法、交流您的观点。

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