share_log

Container Freight Rates Likely to Stay High Through September -- Market Talk

Container Freight Rates Likely to Stay High Through September -- Market Talk

9月集装箱运价可能居高不下--市场讨论
Dow Jones Newswires ·  2020/08/17 03:03

DJ Container Freight Rates Likely to Stay High Through September -- Market Talk

DJ集装箱运价9月可能居高不下--市场谈话

0703 GMT - Container freight rates, which have climbed to multiyear highs, will likely remain elevated until next month, when prices might start to decline, Jefferies says. Average container rates are up 43% from year-to-date lows in April, driven by rising demand on the transpacific route. This trend could continue for a few more weeks, given upbeat near-term forward bookings and potentially higher demand amid concerns about more U.S.-China tariffs ahead. However, the U.S. bank maintains a cautious view on the sector for the next 12 months, as container prices could weaken from September, when the peak shipping season ends and overcapacity begins to weigh. Cosco Shipping could outperform its peers in the short run, but Jefferies advises investors to guard against future risks. (yifan.wang@wsj.com)

0703GMT-杰富瑞(Jefferies)表示，集装箱运费已攀升至多年来的最高水平，可能会一直居高不下，直到下个月价格可能开始下降。受跨太平洋航线需求上升推动，4月集装箱平均运费较今年迄今低点上涨43%。鉴于乐观的近期提前预订，以及对未来美中关税的担忧可能导致需求上升，这一趋势可能还会持续几周。然而，这家美国银行对未来12个月的集装箱行业保持谨慎看法，因为集装箱价格可能从9月份开始走软，届时航运旺季结束，产能过剩开始加重。中远航运短期内可能跑赢同业，但Jefferies建议投资者防范未来风险。(yifan.wang@wsj.com)

(END) Dow Jones Newswires

(完)道琼通讯社

August 17, 2020 03:03 ET (07:03 GMT)

2020年8月17日东部时间03：03(格林威治时间07：03)

Copyright (c) 2020 Dow Jones & Company, Inc.

版权所有(C)2020道琼斯公司。

声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发