VFB #134 - MISC公司退出货箱业务 2011.12.01

2011-12-02 22:42  浏览次数 34

MISC公司退出货箱业务 

2011.12.01

一:头条新闻

马来西亚国营船公司 MISC1124日宣布因三年来亏损 7.89亿美元将于20126月底退出国际货箱业务并出售该公司之货箱船船队.

In Jan.2010,  MISC undertook  a restructuring of its liner business when it exited the Far East-Europe trade services to refocus on an intra-asian model. The decision was taken on the back of the faster and greater economic grown aspects of the Asian region and to enable the company to build scale in the liner business and to review its sub-optimal asset portfolio to support the new business model.

However, the rapid pace of which the industry is evolving, especially new investments when the industry is plaqued by overcapacity and container rates trading below operating costs have threatened the company’s liner restructuring plans, leading to the decision to exit the liner business altogether.

The company’s decision was also hastened by the present difficult operating condition which have seen the liner business suffering a total financial loss of usd 789 million over the past three years, impacting the overall financial performance of MISC.

The cessation of the liner business will inevitably result in a retrenchment of employees. MISC will extend t the affected employees  a reasonable package which will be guided by the relevant requirements in the various jurisdictions. The company will endeavor to provide additional support to assist the affected employees in managing the change.

MISC said that after due consideration of operational and legal requirements, the company anticipates cessation of the liner business to be by end June 2012.

贸易风周刊 1 201              韩国韩进公司 Hanjin CMA CGM Maersk等大公司之后宣布该公司无法亏损经营被迫于本月23日开始提高亚欧航线货箱运费 teu 200美元和每 feu 400美元.     

贸易风周刊 1 123              本期贸易风周刊以16页文章专栏报导世界各国均在看我国如何应付造船业之现状, 有何良好对策和处理目前之困境.

         贸易风周刊 1 116-30

         1. -印度政府提高铁矿石出口税而减少出口, 受影响者为中国买家.

         2. -德国政府将以 800亿美元支持德国旗船只渡过贷款难关.

         3. -德国 Nordic 船公司因租家 San Juan Navigation公司之破产而导致周转不灵.

         4. -世界第一次 LNG 船过船 (STS)工作将于日本东京湾进行, LNG 将从 “LNG Tarus”  (1979) 126,300cbm 过到 feeder “Akebono Maru” (2011) 3,500cbm 前往北海道.

        5. -南非海事局对被扣之 “MSC Sarawak” (1983) 2515-teu在没有申报出口手续之下逃离非常不满. 该轮属天津 Centrans Ocean Shipping公司经营租给 MSC 公司后因故解除租约.

希腊船务日报 1116-30

1. -台钢因市场需求减少从12月开始将减产百分之12.

2. -中国10月份仅进口矿砂 485万吨同比下降 26.7%.

3. --中国10月份本国煤炭生产达 3574万吨同比上升 10.7%.

         劳氏船务 1116-30

1. -菲律宾有三家海员训练学校因毕业生水准不符欧盟要求而停办.

                2. -中国再保  (re-insurance) 公司投货资 Catlin 集团而得进入国际市场.

                3. -中国之小型造船厂被合并后, 10大国企造船厂将拥有70%之业务和设施.

二:造船 (Shipbuilding)

         1. -台湾中国航运公司(TMT) 新船 中华光辉”(2011) 203,000-dwt上星期在高雄中船公司接船. 该船己租给外国公司为期5, 租金每天 20,000元美金.

         2. -日本三菱重工领先与日本国内其他造船厂商谈合作计划, 以提高国际竞争能力.

         3. -高雄中国造船厂因订单不多将减产20%.

         4. -浙江远洋公司新船 “New ZOSCO Hangzhou” (2011) 176,000-dwt上月14日于金海 (Jinhai) 造船厂举行盛大之命名典礼.

三:海难 (Casualty)

         1. -韩国旗货轮“Bright Ruby” (1986) 26,600-dwt,  1125日于香港南边350海哩处沉没.据报导该轮是在从马来西亚运载铁矿砂前往中国之途中出事. 西方报刊说这是在亚洲超龄旧船失事记录中再添一艘.

四:码头 (Terminal)

     1. -希腊第二大港 Thessaloniki本年九个月盈利同比番一番.当局准备明年以 650亿欧元出售该码头和地产发展权之 75%.    

五:买卖/租贷         (S/P & Chartering)

1. S & P

-“Pacific Fortune”            (2004)  171995-dwt, Bulker     usd   33.80M, unknown

-“Eternal Power”             (2004)    97045-dwt, Bulker   usd   27.50M, unknown

-“Luo Da”                         (2011)    79600-dwt, Bulker   usd   28.50M, unknown

-“Eternal Wind”               (1997)    71372-dwt, Bulker   usd   14.50M, China

-“Prince of Ocean”          (1991)    41639-dwt, Bulker   usd     4.50M, China

-“Ocean Wind”                (1983)    38913-dwt, Bulker   usd     4.50M, China

-“Captain Adam”             (1984)      9654-dwt, Bulker usd     1.40M, unknown

-“Alantic Liberty”              (1995)  311625-dwt,Tanker     usd   23.50M, unknown

-“Golden Topstar”          (2010)    19700-dwt, Tanker  usd   27.80M, unknown

2. 拆船        

                    -“Shinzan Maru”                (1981)  200,000-dwt                      usd 380/ldt, China

                    -“Tagos”                             (1989)  179,000-dwt                      usd 450/ldt, unknown

                    -“Ilse”                                 (1982)     65,000-dwt                       usd 500/ldt, unknown

          -“Kitano”                             (1990)     59804 -dwt                      usd 378/ldt, Chna    

                    -“Success Power”            (1983)     48523-dwt                        usd 478/ldt,India                                                  

                    -“Xin Yuan Chao”              (1985)     34,000-dwt                      usd 495/ldt, India     

                    -“Bonnie Smithwick”         (1993)     15455-dwt                       usd 455/ldt,India                                                                                                                                                                            

3. TIMECHARTER
-“Heythrop”            (1996)    165729 dwt dely Xingang 14/24 Dec  redel S’pore-Jpn range $18250 daily – Oldendorff

-“Iron King”            (1996)    161000 dwt dely Japan Prompt trip via Ridley Island redel  Qindao $19000 daily  - Clearlake

-“Yinnis B”             (2008)      82549 dwt dely Rotterdam 18/23 Nov  trip via Kokkola redel China $27000 daily – Medmar

-“Washington Trader”   (2001)     74228 dwt dely Liverpool 21/26 Nov  trip via Murmansk redel  China $27000 daily  - Agroship

-“Wad Feran”          (2011)     56847 dwt dely Okha 18/20 Nov  trip redel China $8250 daily – Brownstone

-“Prabhu Daya”       (2001)     52822 dwt dely EC India Spot trip via Indonesia redel China, int Bauxite, $7500 daily  - Winning

4. PERIOD

-“Ever Excellent”     (1998)             73695-dwt,             12 months.       usd 12250/daily      Beibu Gulf

- New building         (2011)             61000-dwt              12 months        usd 12800/daily      Meadway

5. ORE

-“Enterprise Star”    (2010)   160000/10%, Tubaroa/ 青島,            01/15 Dec        usd 28.00   fio,    sc/30000sc --  STX Pan Ocean

-“Kumiual Shagang” (2011)   170000/10%, Tubaroa/ 青島,            28/11 – 05/12   usd 27.25   fio,    sc/30000sc --  Clearlake

-Tbn                        160000/10%, Dampier/ 青島,            27/11 – 12/12   usd 10.55   fio,    sc/30000sc --  Noble

-“Princess Katherine 1”      (1986)   130000/10%, Goa/ Zhangjiang,        01/10 Dec         usd 13.10   fio,   12000sc/25000sc --  Minmetals

-“C.Utopia”                   (2007)           170000/10%, Port Hedland/ 青島,    01/10 Dec          usd 10.40   fio,   sc/30000sc --  BHP Billiton

6. COAL

-Tbn                        80000/10%, Newcastle/Taiwan,   18/31 Dec   usd 15.20   fio,    sc/30000sc --  Taipower

7. GRAIN

-“Richmond”  (1990)   55000/10%, US Gulf/China,   15/30 Dec   usd 55.50   fio,    10000shex/8000shex --  Cargill

8. Daily Summary of Baltic Exchange Dry Indices 2011.12.01

Baltic Exchange Dry              Index      BDI     1862 (+       16)
Baltic Exchange Capesize    Index      BCI     3386  (+       88)
Baltic Exchange Panamax    Index      BPI     1710  (-       17)
Baltic Exchange Supramax  Index       BSI     1347  (-       12)
Baltic Exchange Handysize  Index      BHSI     624  (-         1)

2011/12/01 船用燃油价格(每吨/usd)

来源: Bunkerworld

                                IFO 380           __IFO 180              MDO           MGO   

新加坡                       675                     684                     915            925

鹿特丹                       634                     655                     -----            964

            休士顿                        648                     684                     -----            980

        洛杉矶                       634                     655                     -----            975

*****************************************************************************************************         

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

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