According to Taiwan media, on the 26th, Evergreen Shipping held a press conference. Zhang Zhengyong, chairman of the group, said that the company is preparing to order more than ten super-large container ships. The company invests in a new fleet when the ship prices are low. With the continuous delivery of large ships, in addition to optimistic about the operating performance of the third quarter, it also predicts that Evergreen will significantly improve its competitiveness from next year, and its operational performance is expected.
leasing has become a trend
It should be noted that according to Xinde Maritime Network, Evergreen did not actually want to directly order new ships. The company hopes to cooperate with third-party independent ship owners and shipyards to obtain transportation capacity through long-term regular leasing.
In fact, Zhang Zhengyong also revealed at this press conference that scale is important and ship type is more important, especially now environmental protection regulations have changed a lot, and leasing can reduce their own assets.
According to data provided by shipping consulting agency SeaIntelligence recently, regular chartering seems to be increasingly favored by the world's top container shipping companies.
SeaIntelligence After comparing the capacity tonnage composition of several of the world's largest container shipping companies, including Maersk (Maersk), Mediterranean Shipping MSCh, COSCO Shipping, Di Ferry (CMA CGM), Hpag-Lloyd, Evergreen, Yangming, Hyundai Upload HMM and ONE, the conclusion that the ship capacity of regular chartering is becoming increasingly larger in the fleet of the world's largest container companies.
In 2006, the futures rental capacity of the world's top 10 container shipping companies accounted for about 48% of the capacity structure of shipping companies. At present, this proportion has risen to 56% in 2019.
Regarding the possible impact of the Sino-US trade dispute, Zhang Zhengyong said that according to Alphaliner's forecast, the market volume growth rate in 2019 will be 2.5%, slightly lower than the total market capacity growth rate of 3.1%. It is estimated that the market volume growth rate and total market capacity will be 3.1% and 3.5% each in 2020, and the two will gradually balance.
Sino-US trade dispute, small boats benefit
Zhang Zhengyong pointed out that Evergreen Shipping has been close to full since April this year, and the US line long contracts in May have successfully increased freight rates. The situation of long contracts and contracts exchanges is optimistic, and it is optimistic about the performance of this third season of the peak season.
Zhang Zhengyong said that the impact of the US-China trade war on freight operators depends on whether they are ready. Evergreen Shipping’s cargo volume from April to May is very full, mainly because Evergreen has built 58 ships near the ocean line in recent years. After the US-China trade war, manufacturers have actively deployed Southeast Asia. With Evergreen Sea confirmed that there are ships carrying cargo, customers have increased the cargo volume of Evergreen Sea a lot. Zhang Zhengyong said that after the goods near the ocean line are fully collected, they will be replaced with large ships to transport them to Europe and the United States, and the cargo volume of European and American lines is also good.
Looking ahead to the future market, Evergreen Shipping has a new fleet purchase plan, and has newly customized 20 new 11,000 TEU ships, which will be equipped with desulfurization equipment. Not only will it comply with the new environmental protection regulations, but it will also save more than 60% of the fuel consumption compared with the current T-shipping ships, which will help enhance Evergreen Shipping's competitiveness in the medium and long term; the legal person estimates that Evergreen Shipping will perform better next year than this year.
Currently, Evergreen Shipping has 139 ships installed desulfurization equipment.
In addition, when new container ships are delivered in 2021, it is expected that the shipping market will be able to achieve a balance of supply and demand. Evergreen makes good use of the best ship types to match the alliance network to give full play to the advantages of direct flights to reduce the cost of transshipment, and contribute to the expected operating performance.
is approaching the world's fifth largest integrated transport company
Evergreen Marine currently has a fleet of 207 ships, with a total transportation capacity of about 1.277 million TEU, of which 45% are owned and 55% are long-term rental. There will be large and small ships delivered in the future. In the second half of this year, 8 ships delivered (2 2800TEUs, 3 20000TEUs, 3 1800TEUs), and it is expected that 55 ships (20 12000TEUs, 21 1800TEUs, 10 2500TEUs, and 4 2500TEUs) will be delivered from 2020 to 2022. By then, the total transportation capacity can reach 1.66 million TEUs. Approaching to the throne of the world's fifth largest shipping company.
Source: Xinde Maritime
