第一次!CGTN连线航运企业 ,探讨疫情当下行业的应对策略
2020年02月20日 09时 航运界网
2月18日中午12:30,中央电视台国际新闻频道《Global Watch》(环球瞭望)栏目对环世物流集团国际运营中心总经理许中华进行了现场直播采访,此次采访的重点是解读新冠疫情对中国航运和物流业所带来的影响以及应对之策。
中国国际电视台新闻频道Global Watch《环球瞭望》作为一档国际新闻栏目,与BBC,CNN,半岛电视台和今日俄罗斯等国际主流媒体并驾齐驱,是英文频道“国际事件的中国视角”的最佳诠释。栏目观众以外交使节、在华外籍商务人士、外企白领人士、部分企事业单位中高层决策者以及在校大学生等为主体。此次《环球瞭望》的采访,不仅体现国家对外贸和国际航运行业的重视,也体现了环世物流集团在行业中的影响力和资深地位。
采访原文如下:
问题1:中国是全球供应链的关键环节。那么疫情将如何影响中国的国际航运和物流业?
Q1. China is a key link in the global supply chain. So how will the outbreak affect the country's international shipping and logistics industry?
回答:对的,正如你所说,中国是全球供应链的关键环节,作为服务于供应链的国际航运物流行业,自然也有着举足轻重的关键地位,这次新冠病毒疫情对中国的国际航运物流行业的负面影响是全面而又深入的。受疫情影响,目前全国外贸工厂复工情况比较差,仍然需要未来数周的时间才能逐步恢复生产。受新冠病毒影响的地区,占中国GDP总值的80%以上,占出口总额的90%以上,对于国际海运集装箱运输来说,冠状病毒将使中国(包括中国香港)港口的集装箱货运量在2020年第一季度减少逾600万TEU。预计今年全球集装箱吞吐量的增幅将至少下降0.7%。在中国主要港口收集的每周集装箱船只停靠数据显示,自1月20日以来,集装箱数量已经减少了20%以上。不过,从时间节点来看,由于西方国家的圣诞和新年消费旺季刚刚过去,同时第一季度恰值中国春节假期。因此,从历年出口数据来看,第一季度的增速都是低点,这在一定程度上掩盖了国际航运市场的低迷。
Yes, as you said, China is a key link in the global supply chain. As an international shipping logistics industry serving the supply chain, it naturally has an important position. The negative impact of the new coronavirus epidemic on China's international shipping logistics industry is comprehensive and in-depth. Affected by the epidemic situation, the resumption of foreign trade factories in China is relatively poor, and it will still take several weeks to gradually resume production. The regions affected by the Coronavirus account for more than 80% of China's GDP and more than 90% of China's total export. For the international sea-freight container transportation, the Coronavirus would reduce the container volume of Chinese ports (including Hong Kong) by more than 6 million TEU in the first quarter of 2020. Global container throughput growth is expected to decline at least 0.7% this year. Weekly container vessel arrivals data collected at China's major ports show that the number of containers has fallen by more than 20% since January 20th. However, from the perspective of the timing, as the Christmas and new year consumption peak season in western countries and Spring Festival holiday in China have just passed. Therefore, the growth rate of export data in the first quarter was as low as normal, which covered up the downturn in the international shipping market to a certain extent.
问题2:国际物流行业企业已经做了什么,还需要做什么来减轻冠状病毒对这个领域的影响?
Q2. What has been done, and what still needs to be done to mitigate the coronavirus' effect on this sector?
回答:对于国际集装箱班轮运输企业来说,首先都实施了大规模的停航,在节后第一周停航运力占比超过50%,节后第二周停航运力占比也达到40%,第三周和第四周的统计数据预计也仍然达到30%左右;其次,为了抵消停航运力带来的巨额经济损失,市场主流船东在2月份实施了较为坚挺的运价政策,另外从3月份开始宣布统一运价上涨并抬高燃油附加费;再次,船东普遍放缓了航速,可以降低油耗等运营成本,也可以满足北美和澳洲等国家对于14天隔离期的要求;最后,部分船东把运力投放到周边的日韩和东南亚市场,以提升目前十分低迷的装载率。对于国际物流企业来说,面对新冠病毒的负面影响,我们还需要做的是:深入理解并研究客户的需求变化,并重点加强数字化、在线化、可视化的系统应用能力,在居家隔离和无法正常在办公室上班的情况下,我们需要有更多远程沟通的工具、更强大和开放的IT系统,同时也希望整个行业的无纸化和自动化程度能够有进一步的提升。
First of all, the international container liner carriers have implemented large-scale Capacity Control, Blank Sailing. In the first week after the festival, the proportion of the suspended capacity exceeds 50%, and the proportion in the second week also reached 40%. The second half of Feb are expected to reach at least 30%; secondly, in order to make up the huge economic losses, the main carriers implemented a relatively strong Pricing Policy in February, and they announced the General Rate Increase and raised the bunker surcharge further in March; Thirdly, carriers generally slowed down their fleet speed, to reduce operating costs such as fuel consumption, and meet the restrictions of those countries such as United States and Australia for a 14 day quarantine period; Finally, some carriers put their Space Allocation into Japan, South Korea and Southeast Asian markets to improve the current poor loading factor. For international logistics enterprises, in the face of the negative impact of Coronavirus, what we need to do is to deeply understand and study the changes of customers' requirement, and focus on strengthening the application ability of digital, online and visible systems. In the case of home isolation and unable to work in the office normally, we need more remote communication tools, a stronger and open IT System. At the same time, we hope the paperless and automation level of the whole industry can be further improved.
来源:航运界网