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中集集團吳三強:今年集裝箱爆發,主要有三個原因
格隆匯 12-05 13:35

中集集團董事會祕書、聯席公司祕書吳三強今日在第九屆格隆匯全球投資嘉年華“全球視野”投資高峯論壇的圓桌會議上解釋今年集裝箱爆發的原因:第一,全球人口在增長,地區發展依然不平衡,要素稟賦、國際分工,貿易永遠都在,全球的貿易是在持續增長。第二,集裝箱的船隊越來越龐大,目前集裝箱整個船隊的保有量已接近5000萬,每年會有一定比例需要更新淘汰,集裝箱在大海上飄,有海水的腐蝕,10年左右要考慮更新替代,經濟不好的時間時間長一點,效益好的時候更新快一點。第三,一個很重要的原因跟現在所謂逆全球化以後出現了供應鏈的打散和重新佈局有關。過去是點對點,現在變成網對網,更加的複雜。從純粹的效率角度來講,全球物流的效率變低了,但是它帶來另外一個問題,因為變低了所以裝備反而變得多了,船隊這兩年持續在增加投入每一條船下去就要匹配一定的集裝箱。

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