<p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20230914/788edc42-8bfb-478e-a17c-f142e3134a4a.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">现今，中型海运承运商正陷入亏损困境，而小型航运公司则面临更为惨淡的前景，不得不考虑彻底重组其航线网络。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <ul style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "font-size:14px;background-color:#FFFFFF;"> <li> <p style="text-align:justify;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">阳明海运业绩报告</span> </p> </li> </ul> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">日前，据阳明海运公布财报显示，8月单月营收新台币122.37亿元（约合人民币28亿元），虽因<a href="http://jkkhj3.cn/fQ6L6" target="_blank">美国线货运量</a>增加及运价上涨，较7月营收增加7.81亿元，增幅为6.82%，但较去年同期营收减少228.52亿元，同比跌幅为65.13％。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">前八月累计营收为新台币956.93亿元（约合人民币218.95亿元），较去年同期减少新台币1922.98亿元，跌幅为66.77%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20230914/bca178af-b513-4ae1-953a-a9e9a7fbfaa5.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">阳明海运表示，业绩呈现出下滑的走势，主要是受集运市场运力过剩及需求疲软影响。近期主要国家核心通胀仍居高不下，需求持续疲软，去库存化仍在进行，同时由于中国市场经济低迷，集运业前景仍充满挑战。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">根据Alphaliner统计，今年第二季集装箱船运输量较第一季已有提升，然而短期内航运市场景气仍属保守，需审慎应对。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <ul style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "font-size:14px;background-color:#FFFFFF;"> <li> <p style="text-align:justify;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">面临长期挑战</span> </p> </li> </ul> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">观察今年市场供需增长预测，阳明海运援引Alphaliner最新数据称，预计今年供给增长8.2%，需求增长1.4%；明年供给增长9.0%，需求增长2.2%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">这意味着，今明两年市场供过于求，即便景气变好也不代表运价就会上升；集运业正面临货少船多的挑战，今明两年新船投入大增，如何维稳运价是一场长期挑战。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">此外，阳明海运指出，虽然巴拿马运河正面临严重的干旱问题致使水位下降，当局采取限航措施。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20230914/5d972749-8f9b-4c10-8f4c-11f3247fcf38.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">不过集装箱船因提前预订过河闸门时段享有通行优先权和保障名额，船期安排上尚无重大影响，将持续关注巴拿马运河调整措施并维持美东航线服务准点率。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">进入第三季度传统旺季，业内人士表示，运输量增长有限，目前中国黄金周前出货状况也没有此前预期多，多家集运公司陆续公布削减班次措施。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">上海出口集装箱运价指数（SCFI）上周不仅再度转跌，且一举跌破千点，欧美四条远程航线同步下跌，其中美东线每FEU运价下跌8.4％、欧洲线每TEU运价下跌7.03％。</span> </p>