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

9月集裝箱運價可能居高不下--市場討論

Dow Jones Newswires · 2020/08/17 03:03

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

DJ集裝箱運價9月可能居高不下--市場談話

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-傑富瑞(Jefferies)表示，集裝箱運費已攀升至多年來的最高水平，可能會一直居高不下，直到下個月價格可能開始下降。受跨太平洋航線需求上升推動，4月集裝箱平均運費較今年迄今低點上漲43%。鑑於樂觀的近期提前預訂，以及對未來美中關税的擔憂可能導致需求上升，這一趨勢可能還會持續幾周。然而，這家美國銀行對未來12個月的集裝箱行業保持謹慎看法，因為集裝箱價格可能從9月份開始走軟，屆時航運旺季結束，產能過剩開始加重。中遠航運短期內可能跑贏同業，但Jefferies建議投資者防範未來風險。(yifan.wang@wsj.com)

(END) Dow Jones Newswires

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

2020年8月17日東部時間03：03(格林威治時間07：03)

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

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

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