马士基预计，今年全球集装箱货运量或将下滑4%

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AP Moller-Maersk预测，今年全球集装箱运输量可能收缩4%。　　马士基在公布第二季度业绩时表示，鉴于今年年初的疲软和持续去库存，该公司预计全球集装箱货运量将增长-4%至-1%，而此前的预测为-2.5%至0.5%。　　展望今年第二季度，该公司评论道:“对经济衰退的担忧和高库存的结合，导致集装箱贸易和物流服务的需求增长不佳。第二季度，由于北美、大洋洲和远东的进口增长疲软，集装箱需求同比下降4.0%至6.5%。”　　与2022年第二季度相比，马士基2023年第二季度的装货量下降了6.1%。　　该公司2023年第二季度的平均装货运费为2444美元/吨，比2022年同期的4983美元/吨下降51%。与2023年第一季度相比，装货运费下降了15%。　　集装箱运费的大幅下降导致马士基2023年第二季度海洋业务的息税前利润为12亿美元，比2022年第二季度报告的85亿美元息税前利润下降了约73亿美元。　　这直接影响了其在集团层面的业绩，2023年第二季度的息税前利润为16亿美元，而去年同期为85亿美元。　　马士基在2023年第二季度的收入为130亿美元，低于2023年第二季度的217亿美元。　　尽管利润和需求急剧下降，马士基首席执行官文森特·克拉克仍然乐观。“第二季度的业绩为上半年的强劲表现做出了贡献，我们在上半年对市场状况的急剧变化做出了反应，这些变化是在疫情肆虐的几年里，由去库存和增长放缓环境引发的。我们在成本控制方面的果断行动，以及我们的合同组合，缓冲了市场正常化的一些影响。”　　“关注成本将继续在应对低迷的市场前景方面发挥核心作用，我们预计这种情况将持续到年底。”　　马士基将全年息税前利润预期从此前的20亿至50亿美元小幅上调至35亿至50亿美元。

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