Why is the soaring shipping price an opportunity for China's development? Today, as globalization is getting closer and closer, shipping has become one of the most important means of cargo transportation in the globalization trend, because compared to land transportation, the cost of shipping is only 1/30 of that of land, not to mention the more expensive air transportation. Therefore, 96% of the world's goods are transported by sea. Even before the container was invented, sea transportation was the dominant one. If you like this issue, don't forget to like it.
In fact, the cost of containers has been rising since 2020. For example, in February 2020, the price of shipping from China to on the west coast of the United States is 1200 U.S. dollars, but when it comes to November, the price It has surpassed 2,000 U.S. dollars and has risen to 5,400 U.S. dollars in May of this year. However, ocean freight is still rising so far. Why is the protection of ocean freight an opportunity for China's development? This is inseparable from China's status as the world's factory.
In the notice issued by the United Nations not long ago, it was clearly stated that China is the only country with a complete industrial chain, and most of the connection points in these skyrocketing freight charges are China. According to China According to the data issued by the customs, China has set the highest growth rate in the past 30 years in recent circumstances. Before the emergence of containers, it had to rely on workers to move them. Now that shipping is booming, a sudden epidemic has directly disrupted the originally busy and orderly shipping market. As a country that has recovered well from the epidemic, China has also taken the lead in opening up shipping trade. Where are the opportunities?
China is famous for its factories in the world, and the rapid rise of China has made Western countries such as Europe and the United States feel scared. Therefore, before China's manufacturing industry shifts to the high-end direction, they want to take the lead in making China's manufacturing industry come from Southeast Asian countries. For example, Vietnam wants to become the world’s factory and has always been hostile to China’s India. Now the United States hopes that U.S. companies will withdraw from the Chinese market.Even Japanese companies are still persuading Japanese companies to do the same, step by step splitting the manufacturing industry developed in China to other countries, so that the Chinese manufacturing industry can be targeted with precision, and the manufacturing industry that lacks profits will be like a fish thirsty for water. I couldn't wait for enough water to moisturize, so even in the early stages of the epidemic, there was news that "China's manufacturing industry is dead".
However, both India and Vietnam are suffering from the epidemic now. Their factories are open and shut down. You must know that for factories, failure to resume work normally means huge losses every day, serious It will also affect corporate income or cash flow. For example, in response to the US government’s chip security strategy, Foxconn, , TSMC and other chip industries have moved to Vietnam, India and other places. Once these high-end manufacturing chains stop production, it may be possible. It will trigger the domino effect , so some high-end manufacturing industries can only move their factories back to China. For example, Samsung’s chip factory has moved back to Xi’an from Malaysia, Foxconn has introduced a series of welfare strategies, and TSMC plans to Established a factory in China.
Because of an epidemic, the countries surrounding us completely broke the "false prosperity" that was originally developed with the support of Western developed countries. And as the epidemic continues to repeat, no one dares to assert that it will How long will it last? Under this circumstance, China has the first-mover advantage as the first country to recover from the epidemic, not to mention that China has now become the world's second largest economy, and the goods produced are still With a sufficiently large internal loop, the difficulty of finding a container is just a testament to the development and recovery of China's industry. Why do you say that? In the past, in order to prevent the freighter from returning empty, the shipping company would usually store up a cargo on the other side to return to the country. Otherwise, the cost of returning is far from worthwhile. But now it is difficult to find a box because the foreign industrial system has not recovered. What products can be imported?
So some bosses would rather not have the goods than bear the cost, so it is better to go back to China and send the goods again.Although some freighters will choose to wait to fill up the freighter, it is still a loss of business even if the product types are not restricted, and it is still a loss. Therefore, most of the ships return home empty, and the high freight costs are naturally Consumers can only pay for the bill, so the next thing is that the containers are not enough. We must know that China produces 90% of the world's containers. In this case, the production capacity still cannot keep up with the strong demand of freighters.
So those containers that were once abandoned are returned to the market for waste recycling. Those old containers have now become rare items "looted" by major companies, so that they have appeared now In such a situation, the ships that used to load freight in Europe and the United States are now hurrying to load containers there. After arriving in China, they rush to load with these empty boxes. The huge supply chain imbalance has caused even China to be unable to make up for this. It directly caused those European and American businessmen to lose their bargaining power, because there are too many businessmen looking for orders in China, and the Chinese manufacturing industry is dead? No, it is still quite lush. If you like this issue, don’t forget to like and follow it. You are also welcome to comment below. Your support is the greatest motivation for creation. We will see you in the next issue. I wish you a happy Mid-Autumn Festival in advance and remember to eat moon cakes. ~
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