Aloha ino!E hāʻule ana ka waiwai o Taiwan Container Sanxiong i ka 90% i ka makahiki aʻe, hiki i Wanhai ke lilo i ʻoihana hoʻouna pohō mua loa.

ʻO ka hoʻouna honua mai kahi pahu i kahi hāʻule wikiwiki i ka paʻakikī e loaʻa nā waiwai.Ma hope o ka hāʻule ʻana, ke kū nei nā ʻoihana moku āpau i ka ukana, ke kumukūʻai kumukūʻai a me ka loaʻa kālā o ka make ʻekolu!

Wahi a kā mākou nūhou Taiwan i haʻi ʻia i ka wā i ʻōlelo ai ka lono o ka hōʻike hou loa: pilikia ka pilikia o ka hoʻonui ʻana o ke ao holoʻokoʻa, ʻo ka makemake o ka lehulehu e hoʻolilo i kahi hoʻohuli nui, kikeke-i nā hopena i ka manaʻo o ka ʻoihana moku moku, ʻoi loa i ka hapaha kolu o nā laina ʻAmelika. manawa anemic oi dash i mua hōʻike mua, Eva, Yang Ming a me ka waiwai maoli oi ma mua o 9 makahiki Wan Haiming, wan hai ipu mitsuo ua oi paha i loko o ka mua lawe i ka poho!

Hui lawe moku-1

Ua ʻōlelo ka hōʻike: Global ipu moku moku hoʻolako koi wikiwiki contraction, hoʻololi i pāpālua hewa hoʻouka kaua, freight index o ka nui hoʻemi, hoʻopukapuka kālā kgi hoʻolele o ka manaʻo, nā ʻekolu moku moku ma Taiwan Eva (2023), Yang Ming, Wan Haiming makahiki waiwai. e hāʻule i nā ʻano bluffs render a pau, ʻoiai ua hoʻomaka e nalowale, ʻo ia ka HSBC a me ka citigroup global securities ma hope o ka conservative, ka mākeke ka nānā makaʻala loa.

Kgi cast gu kuhikuhi i ka inflation puʻe, palena terminal pauku, kuai momoku ahi oi aggressively i inventory, loiloi o ke kolu o ka hapaha, ka laina kau lawe mai i ole ulu, oi aku 9 mahina hoemi 11%, koi emi oi ma mua o ka mea i manaoia, ka mea hou manaʻo i ka. laina i ka hāhā kau kau lawe mai i ka emi 5%, emi 4%, global ipu lawe kaʻa e e zero ulu i keia makahiki, ka makahiki aʻe koi ulu ulu o 2% wale nō.

Ma ka ʻaoʻao hoʻolako, hāʻule ka laina laina US i ka 5 pakeneka o ka hapaha ma ka hapahā i ke kolu o ka hapaha, e like me ka emi ʻana o ka noi, akā ʻo ka 3 pakeneka o kēlā me kēia mahina i Sepatemaba ua waiho i ka 11 pakeneka o ka emi ʻana o ka noi, e wikiwiki ana i ke kaulike ma waena o ka lako a me koi.ʻO ka lua, ʻo ka hoʻemi ʻana o ka laina ʻAmelika i hoʻomaka nui ʻia e 2M a me OCEAN Alliance, i hoʻokomo ʻia i ʻEulopa, ka Middle East, Africa a me ʻAmelika Hema.ʻO ka hopena, ua pālahalaha ke kūlana o ka hoʻolako ʻana, ua hoʻonohonoho ʻia kekahi mau moku, a ʻo nā ala me ka emi ʻana o ka ʻaoʻao koi ʻoi aku ka maikaʻi o ka uku ukana.Ke nānā nei i mua o ʻOkakopa, manaʻo ʻia e hōʻoki ʻia ka mana laina o US e 5 pakeneka a 10 pakeneka, ke emi nei ka koi.

Ke noʻonoʻo nei i ka wikiwiki ʻole ma waena o ka lako a me ke koi a me ka hāʻule ʻana o nā kumukūʻai kiko ma nā ala āpau ma lalo o ke kumu kūʻai ʻaelike a ke hoʻokō ʻia nei ma ke kumukūʻai pili wahi, ua hāʻule ka laina US-West ma lalo o ke kumu kūʻai o nā mea lawe ʻole. .Manaʻo ʻo Kgi e lilo ka laina US-West a me ka laina ʻAsia i poho i kēia hapaha, ʻoiai ʻo ka laina US-East a me ka laina ʻEulopa e lilo i poho i ka hapa mua a me ka lua o ka makahiki e hiki mai ana.

Hui lawe moku-2

Impact, nui noiʻi keʻena manaʻo e hoʻouna 'ekolu Xiong i ka makahiki e hiki mai ana e loaa i ka nui emi, Evergreen net waiwai ma hope o ka auhau no ka mahele (EPS) mai 165.66 yuan (NT $, ka mea like ma lalo) i keia makahiki, emi e 94.9% i 8.51 yuan makahiki aʻe, 2024 loaʻa i ka poho;Ua hāʻule ka EPS o Yangming mai ka 54.61 yuan a i ka 0.61 yuan, a ʻo ka loaʻa kālā o ka makahiki aʻe ua like ia me 1% o kēia makahiki, a e like me Evergreen, e lilo ia i poho ma 2024.

ʻAʻole ʻo Wan Hai he kuʻikahi, pono e noho ma lalo o ka hāʻawi pepehi e mālama i ka lawe ʻana, e like me ka manaʻo o ke kanaka kānāwai, ʻo ia ka makahiki mua loa i ka nalowale o nā kāne ʻekolu, EPS mai kēia makahiki 35.8 yuan, kahi hanu i loko o ka makahiki aʻe. 5.27 yuan no ke poho ma ka mahele.


Ka manawa hoʻouna: Oct-21-2022