长荣加入超大型货箱船行列
2012.03.01
一：本期头条 贸易凤周刊 2月15日 货箱船业超大型船只占优势
长荣公司最终觉得货箱船业超大型船只占优势. 据报导长荣正在准备启用超大型船队以避免在这经济困难时再次被迫落后.在货箱船业服务质量,准时和可靠性是为关键. 当马±基推出超大型船所提供之低运费和优良港口服务时更加证实超大型船只之优点. 长荣如想保持目前局势必需面对挑战和困难. 该公司想再次恢复世界笫一之机会极为微小,除非马上采取极端步骤, 否则将被迫与其他公司合并而无法保持昔日之辉煌.
Size is everything in box business
Evergreen has finally seen the light that in container shipping, size is now everything.
As TradeWinds reports this week, the Taiwanese line is looking to commission bigger ships to prevent it slipping further behind as all carriers battle for survival in these tough economic times.
In container shipping, service quality, punctuality and reliability are clearly vitally important. But they are also taken for granted by shippers. Just as we all expect the lights to be kept on and phones to work, box shipping is largely a commoditised business.
When that is the case, price becomes all important, and cost to the tonnage provider equally so. As AP Moller-Maersk has shown so forcefully in recent years, the economies of scale generated by super-sizing boxships provides an almost invincible benefit, not only with the vessels themselves but also with terminals, logistics and all other corporate infrastructure.
Evergreen faces a tough fight to regain its own momentum. The chances of it ever regaining its one-time position as the world’s number-one carrier are marginal.
Unless radical action is taken soon, it is far more likely to be forced to fully merge with other lines than continue its once-proud tradition of independence.
Published: 20:19 GMT, 15 Feb 12 | updated: 20:19 GMT, 15 Feb 12
长荣被超大型船只所累
长荣最终承认必需启用超大型船只, 该公司正跟欧洲大公司商谈租用10条 14000箱位超大型船只, 租期 8到12年租金每天约 53,000元美金.
长荣目前最大船只为2条从以色列公司 Zim Line租来之 10,000-teu, 其他均为8,000-teu级, 该公司本来以为小型船队比较灵活但最近发现市场反应并非如此, 因此立即改变主意投资13亿美元加入超大型船只行列.
Evergreen bitten by the monster bug
A Taiwanese giant is in talks with owners to charter 10 mega-boxships.
Evergreen is throwing its hat into the mega-boxship arena.
The Taiwanese shipping giant is talking with shipowners with the intention of chartering 10 vessels of 14,000 teu, say brokers.
The $1bn-plus project marks a break with the past as chairman Chang Yung-fa has previously eschewed any interest in the larger ships being ordered by competitors.
It is understood to have solicited interest from several owners interested in supplying the ships with the likes of Seaspan, Danaos, Niki and Lemos included the running.
Evergreen is looking to take the ships for between eight and 12 years with rates under discussion said to be in the region of $52,000 to $54,000 per day, according to sources. They believe the ships will likely be built at more than one South Korean yard as part of a “political project”.
The move is a remarkable turnaround for Evergreen, which has steadfastly refused to enter the market for giant ships.
Its philosophy has been to focus on smaller vessels that are more flexible and easier to fill than larger ones that could only be operated in a single trade.
The company already has plenty of boxships on order — 30 of the so-called L-class for its own account and a handful to be chartered from Costamare — but these are all are in the 8,800-teu size range. The largest ships in its fleet are the 10,000-teu Tianjin and Zim Rotterdam (built 2010), both on charter from Zim until 2013 at $41,000 per day.
But recent weeks have seen the world’s former number-one carrier show signs of panic, particularly in the Asia-to-Europe trades, where it is looking at the very real danger of being priced out of the market by competitors with bigger, more efficient vessels.
Published: 20:18 GMT, 15 Feb 12 | updated: 20:18 GMT, 15 Feb 12
希腊船务日报2月17-29日
1. -Maersk Line 准备在亚欧航线上减少9% 之箱位.
2. -Maersk Line 决定取消10条在韩国大宇造船厂所订之 18000-teu 新船的 option.
3. -香港 Wallam船管公司开始在所经营之190条船船上安装 DNV Navigator硬件, 该机之软件可提高船长与码头/岸上文件往来之功能.
劳氏船务 2月17-29日
1. -在英国上市之中国东方造船厂因周转困难导致股票大跌.
2. -韩国现代船务公司 (HMM) 状告大新华追讨租金欠款.
3. -分析家说淡水河谷在菲律宾转载矿砂石前往中国为不智之举.
4. -中国希腊船务基金拥有 50亿美金准备贷给外国船东在中国造船.
贸易凤周刊 2月17-29日
1. -中国今年矿砂石因国内产量提高进口数量将较去年下降 14%.
2. -Maersk Line西菲宽舷新船 (West Africa Max) 61000-dwt 船上船员仅9人.
二：造船 (Shipbuilding)
1. -招商局趁造价低迷时订造10艘 VLCC油轮, 造价每艘 9千万美元, 2013/14年交船.
三：海难 (Casualty)
1. -MOL公司 “Maneuver”(2011) 6700-teu和中远之“Zhen He” 于2月22日17.45点在香港东南海面相撞, 双方损坏轻微.
2. -意大利油轮“Erica Lexie”2月15日在通过印度洋时船上陆战队误认印度渔夫为海盗开枪射杀2名渔夫而引起2国外交风波.
3. -意大利Costa公司另一艘客轮 “Costa Allegra”2月27日于 Seychelles 岛外海发电机房失火, 紧急发电机失匀火,导致主机未能再次启动,而飘流海面达72小时之久. 于此同时 因房间没有灯和空调加上厨房失去功能,627名搭客只能齐集甲板睡觉和等待供应食物的直升机到来. 据报导该轮在法国渔船拖曳之下已于今天抵达 Seychelles岛之 Victoria港.( 图 1,2 & 3).
四：买卖/租贷 (S/P & Chartering)
1. S & P
-“Ince Istanbul” (2011) 98000-dwt, Bulker usd 32.00M, unknown
-“Sagarkiran” (1995) 73350-dwt, Bulker usd 11.00M, India
-“Lord Nelson” (1984) 37705-dwt, Bulker usd 4.35M, Turkey
-“Lupinus” (2005) 31700-dwt, Bulker usd 11.90M, Greek
-“Baltic Frontier” (1992) 26968-dwt, Bulker usd 5.70M, Singapore
-“Ace Dragon” (1992) 24280-dwt, Bulker usd 8.00M, Greek
-“Monte Granada” (2004) 150581-dwt, Tanker usd 34.00M, unknown
-“STI Conqueror” (2005) 40258-dwt, Tanker usd 21.00M, unknown
-“STI Matador” (2003) 40081-dwt, Tanker usd 16.20M, unknown
-“STI Gladiator” (2003) 40081-dwt, Tanker usd 16.20M, unknown
2. DEMO -“Sunlight Jewel” (1993) 302326-dwt usd 505/ldt, Pakistan
-“Diamond Warrior” (1987) 197091-dwt usd 482/ldt, India
-“Hebei Pearl” (1987) 98734-dwt usd 490/ldt,Bangladesh
-“Princess V.” (1986) 38500-dwt usd 490/ldt, India
-“Bestking” (1983) 34698-dwt usd 470/ldt, Bangladesh
3. Daily Summary of Baltic Exchange Dry Indices 2012.03.01
Baltic Exchange Dry Index BDI 763 (+ 13)
Baltic Exchange Capesize Index BCI 1527 (- 4)
Baltic Exchange Panamax Index BPI 839 (+ 7)
Baltic Exchange Supramax Index BSI 732 (+ 20)
Baltic Exchange Handysize Index BHSI 429 (+ 14)
4. TIMECHARTER
-“Cyclades” (2004) 171480 dwt dely S’pore Spot trip via Saldanha Bay redel China $6000 daily+170000bb – Pacific Bulkl
-“Tin Fu Hai” (1998) 149135 dwt dely S’pore Spot trip via Indonesia redel China $8000 daily – Winning
-“Antwerpia” (2012) 82000 dwt dely S.Korea Spot trip via No.Pac redel S’pre-Jpn range $8000 daily – Norden
-“Rapallo” (2009) 75123 dwt dely Fengcheng 22/24 Feb trip via Australia redel Pakistan $8250 daily – STX PanOcean
-“Elinka” (1997) 73751 dwt dely psg S’pore Spot trip via EC So.Am redel S’pre-Jpn range $11750 daily – Sinoriches
-“Princess Varya” (1989) 70329 dwt dely Dunkirk 2/8 Mar trip via Murmansk redel China $14000 daily – Ultrabulk
-“SFL Humber” (2012) 57000 dwt dely Luoyang 24/26 Feb trip via SE Asia redel China, int Nicekl ore, $11000 daily – cnr
-“CS Daisy” (2010) 56971 dwt dely Hirohata Spot trip via Indonesia redel China, int Nicekl ore, $11000 daily – Chiness a/c
5. PERIOD
-“C.Oasis” (1995) 185693-dwt 7-11 months usd 11800/daily Cobelfret
-“Darya Moti” (2010) 80502-dwt 4-6 months usd 10350/daily Bunge
-“Moon Globe” (2006) 74432-dwt 4-7 months usd 9750/daily Norde
-“Jin Feng” (2008) 57352-dwt 12 months usd 11750/daily Beibu Bulk
6. ORE
-Tbn 190000/10%, Tubarao/Pohang 10/24 Mar usd 18.48 fio, sc/60000shinc -- POSCO
-“Golden Zhejiang” (2010) 160000/10%, Dampier/青島 end Feb usd 7.60 fio, sc/30000sc -- Rio Tinto
-“ZOSCO Quzhou” (2010) 160000/10%, Dampier/青島 01/05 Mar usd 7.70 fio, sc/30000sc -- Classic Maritime
-Tbn 160000/10%, Saldanha Bay/青島 01/05 Mar usd 13.75 fio, sc/30000sc -- Ore & Metals
五：2012/03/01 船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 725 735 980 1015
鹿特丹 705 725 ----- 1020
休士顿 705 735 ----- 1060
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备注: tbn = to be named ldt = light d/weight ton
usd = u.s.dollar mtpa = million ton per annum
cbm =cubic meter tpa =million metric ton per annu
