集装箱运输一直采用超慢速航行的最佳策略之一来抑制市场最糟糕的情况。
Slow steaming is introduced by liner carriers to adjust transport capacity to lower market demand.
根据Clarksons Research的数据，今年第一季度，集装箱船队的平均航速降至历史最低水平，而来自BIMCO的分析表明，船舶的航行速度可能会更慢。
According to Clarksons Research, in the first quarter of this year, the average sailing speed dropped to its lowest level in history, while analysis from BIMCO suggests that the speed may be slower.
在2019冠状病毒病大流行期间，由于需求强劲和港口普遍拥堵，班轮运营商将平均航行速度提高了4%。如今，情况已大不相同，2023年第一季度，平均航速降至13.8节，同比下降4%，BIMCO表示，到2025年，这一速度可能会下降10%。
Following a 4 percent increase in average sailing speed during the COVID-19 pandemic triggered by strong demand and widespread port congestion, the situation today is very different in the liner sector. Namely, during the first quarter of 2023 the average sailing speed has slowed to 13.8 knots, down 4% y/y, and could drop by 10% before 2025, BIMCO estimates.
Alphaliner分析师简•蒂德曼(Jan Tiedemann)证实，班轮服务一直在放缓，部分原因是为了消化原本会过剩的运力。然而，根据Alphaliner的最新数据，最近几周，随着燃油价格的下跌，全球班轮船队的平均速度略有上升。
Jan Tiedemann, an analyst of Alphaliner, confirmed that liner services have been slowing down, in part to reduce the excess capacity. However, according to the latest data from Alphaliner, the average speed of global liners has slightly increased in recent weeks as fuel prices have fallen.
“服务放缓是运营商工具箱中常用的工具。过去几十年里，每当结构性产能过剩或燃油价格高企(或两者兼而有之)时，我们都会看到这种做法。集装箱咨询公司Vespucci Maritime的创始人Lars Jensen解释说:“目前，该行业正面临着这两个问题。
“Service slowdown is a commonly used tool in the toolbox of operators. In the past few decades, we have seen this approach whenever there is structural overcapacity or high fuel prices (or both). Lars Jensen, founder of container consulting company Vespucci Maritime, explains, "Currently, the industry is facing these two problems.
大量的新产能正在进入需求增长缓慢的市场。亚洲船厂创纪录的大量新造船正被注入服务业，而服务业的发展速度越来越慢。例如，马士基(Maersk)和MSC本月宣布，它们将向亚欧航线再注入9艘船，同时补充称，这些航线的运行速度将比以前慢3天，从而吸收所有新增运力。
Huge capacity is being inputting in the market with slow demand growth. An unprecedented number of newly built ships from Asian shipyards have been invested in the service industry, which is developing at a slower pace. For example, Maersk and MSC announced this month that they will add 9 more ships into the Asia Europe route, while saying that the sailing speed of these routes will be 3 days slower than before.
继疫情期间创纪录的利润之后，班轮航运的命运在过去11个月里一直在下滑。本月，ZIM和万海成为自2020年以来首批出现季度亏损的船司。然而，总体而言，对大多数航运公司来说，缓慢的运力使红潮得以维系。Blue Alpha Capital主管约翰•麦克考恩(John McCown)曾报告称，集装箱航运业第一季度实现净利润130亿美元。
Following record profits during the pandemic, the fate of liner shipping has been in risks for the past 11 months. This month, ZIM and Wanhai Shipping became the first shipping companies to see quarterly losses since 2020. However, overall, for most shipping companies, slow sailing enables a delighting profit in shipping industry. John McCown, director of Blue Alpha Capital, reported that the container shipping industry achieved a net profit of $13 billion in the first quarter.
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