[情報] Linerlytica預估8月海運運價可再漲35%
報告連結:https://reurl.cc/bV3jEX
來源:Linerlytica (航運分析公司)
報告重點:
1. 運價預計Q4才會修正
2. 總運量上升10.4%,但是海運需求上升更快到13.1%
3. 運力缺到10月才會緩解
4. 上海至北歐州的運價預計到8月還會上升35%
殘體字中文翻譯
https://i.imgur.com/a3cpflH.jpeg
![](https://i.imgur.com/a3cpflH.jpg)
心得:
報告跟達飛說年底會緩解的新聞互相呼應
今年暑假旺季海運公司會吃很飽
歐線集運EC2408今天收在4288
4288 × 1.35 = 5789
https://i.imgur.com/nwSX55X.jpeg
![](https://i.imgur.com/nwSX55X.jpg)
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