Short experience "rainbow night": container shipping companies hard to find a cabinet levy "shortage fee."

7 months early, COSCO, Maersk and other shipping giants have announced that due to container container in an emergency, they will be charged a "shortage surcharge" on the part of the route, a fee of up to thousands of dollars or even container. And just a year ago, Shanghai and other ports are still all over the floor of the empty tank worry.

In a short time, the shipping market experienced a "rainbow night." Temperature difference is so big, because of the global economic recovery has been completely, or do not have than that?

A daughter against cabinet

For the imposition of this surcharge, it was dubbed the "daughter of a cabinet arrived," This is no joke.

For example, Maersk headquarters in Copenhagen just a few days ago said that from the middle of this month set up a "peak season surcharge" imposed standards for the Asia to North Europe route cabinet subject to $ 750 per hour, plus $ 1,000 per cabinet, high body special counters add $ 1,200 for each. On the same day, China COSCO also announced the start of expropriation "container shortage surcharge" on Ningbo, Shanghai and other routes destined for Taiwan, China COSCO collection standards for each small cabinet 300 yuan, 600 yuan per cabinet.

For many shippers, this is not a small expenditure. Last year the shipping industry plagued by the financial crisis, from Shanghai to the United States less than $ 1,000 freight containers, now only an additional fee on more than this number, so many shippers by surprise.

Why the sudden emergence of the shipping market stock flaskless phenomenon? Shanghai International Shipping Institute researcher ON TRADITIONAL said that this was mainly due to the first half of this year the market is expected to recover much quicker pace than people, so that there has been in short supply. In Shanghai, for example, in the first half total of the port container throughput reached 13.86 million TEUs, up 18.8%, reaching pre-crisis levels of growth, but also create a new high throughput months. In contrast, the production rate of container transport demand has not kept pace. It predicts that the global container shipping market needs 2.5 million new small cabinet, and the current global production of small cabinet there was only one year 2 million, which means a shortage of container problem will continue for at least one year.

In addition, major shipping companies to save fuel consumption, have to perform slow steaming measures, which also allow the container turnover failure. Experts said that the deceleration time measures tend to make maritime transport increased by more than 20%, which means a container stranded at sea to more 20% time, the equivalent of reducing export land use box fifth. In the case of existing containers have been enough, and this is worse.

From "boxes and other goods" to today's "goods and other box"

The shipping industry has been called an economic "barometer", from this point of view, the port from "boxes and other goods" to today's "goods and other box", more or less reflects the traces of Chinese economy and the global economy.

According to the National Bureau of Statistics released last week, the macroeconomic situation in the first half, the first half of our gross domestic product (GDP) reached 17.284 trillion yuan, calculated at comparable prices, an increase of 11.1%. Also this year, China's GDP has maintained every quarter by more than 10 percent growth. From the development trend of the last 20 years, as long as the domestic economy to achieve double-digit growth, Shanghai Port container throughput can be maintained over 15% growth in the first half of this synchronization is verified again.

At the same time, the first half of this year China's total imports and exports reached $ 1.3549 trillion, up 43.1%. Among this, exports $ 705.1 billion, up 35.2 percent, and imports $ 649.8 billion, an increase of 52.7%. This suggests that in addition to China's economic development has shown good momentum in the first half, but Europe and other markets also appeared warming trend. This became another main reason for the first half of port throughput improvement.

ON TRADITIONAL he said that after the financial crisis in Europe and America market demand once the bottom, but this year, US routes and European routes showed a strong rebound phenomenon, many shipping companies will be mothballed capacity last year, "thaw" into ASEM, Ami route , this means that European and American consumer market is gradually bottom out.

"Interim results" or water

Port difficult to get a cabinet, shipping "barometer" overheat if explain global economy has ushered in another spring. In this regard, the experts expressed cautious optimism, since the second half of this year, the port throughput suggest that there are two uncertainties triumph like the first half.

First, the adjustment of export tax rebate policy has the potential to make the second half of the throughput of "shrink." Earlier, the Ministry of Finance has issued a notice that the cancellation 406 commodity export tax rebates since July 15, including some steel and have

Ferrous metals processing materials, corn starch and some plastic products. The tax rebate policy adjustment will affect the profits of many companies, so some companies rush in July 15, overtime production, and strive to the policy adjustment more orders, more exports, resulting in export figures in the first half rosy all the way, and the next six months may face power shortage.

In addition, the RMB appreciation is also expected to influence the future direction of the economy. In the textile industry, for example, if the yuan appreciated more than 3%, the country's export-oriented medium and small textile enterprises profits may become zero. The data show that in February this year the total textile and garment exports to 12.638 billion US dollars, to achieve positive growth for three consecutive months, an increase of 89.34%. It is very likely that textile companies have chosen to result in a large number of export goods before revaluation to reduce losses. If so, that will be another increase in the second half of the shipping situation in a big variable.