The shipping market in April seems to be dominated by alliances, and powerful shipping giants have gathered into gangs to seize the opportunity. However, under heavy pressure, some shipping companies still choose to fight alone, and they are well versed in the way of survival in the cracks, and they make up for the difference in strength.
Optimize route layout
Representative Company: ZIM
In April, several routes of Zim Shipping were put into operation. On February 22, Zim Shipping announced that it will add an Asia-North America west coast route (ZPN route) in April, and the port of call sequence is: Hong Kong, Yantian, Kaohsiung, Shanghai, Busan, Tacoma, Vancouver, Busan, Gwangyang, Kaohsiung, Hong Kong.
On February 27, Zim Shipping announced a new route network plan on its official website. Combining the previous Asia-US Northwest route and Asia-Middle East-Black Sea route, ZIM launched a new ZMP route, which is a pendulum route with a capacity of 15 4500TEU container ships to meet the long-distance transportation requirements and speed up transit time. The port of call of ZMP is: Klang, Cai May, Dachan Bay, Yantian, Xiamen, Ningbo, Shanghai, Busan, Vancouver, Busan, Qingdao, Shanghai, Ningbo, Dachan Bay, Klang, Ashdod, Haifa , Istanbul, Novorossiysk, Istanbul, Haifa, Klang.
In addition, Zim Shipping also opened an India-Middle East/Black Sea route (IMX route), the port of call of this route is: Mumbai, Hazira, Navasheva, Colombo, Alexandria, Haifa, Mersin, Istanbul, In Mumbai, the capacity is deployed as five 2700TEU container ships.
Rafi Danieli, CEO of ZIM Shipping, said that after the route upgrade, ZIM Shipping will use more of its own capacity to operate independently, providing customers with a wider range of calling options and more flexible transportation services.
Alphaliner*** data shows that Zim Line ranks 16th in the list of global liner companies, with a total capacity of 310,614TEU.
Representative company: Koryo Shipping (KMTC)
Recently, South Korea's Koryo Shipping Co., Ltd., together with Xingya Shipping, Nanxing Shipping and Changjin Merchant Shipping, will jointly deploy ship capacity to improve route service quality from April. The four shipping companies plan to jointly deploy ship capacity in the Sea of Japan region, provide services in the ports of Akita, Sakata, Niigata, Naoetsu, and Toyama, and open two new Korea-Japan routes at the same time, in order to cope with the delay in winter routes. The impact of imbalances in supply and demand.
Affected by the bankruptcy of Hanjin Shipping last year, the move of four Korean shipping companies to cooperate to seize the market share between Korea and Japan has attracted attention. It is reported that the four shipping companies will provide services for Japanese local ports, which will greatly increase the market share of Korean shipping companies in the Japan-Korea routes.
Alphaliner*** data shows that Koryo Shipping ranks 19th in the global liner company rankings, with a total capacity of 122,600TEU.
increase ship capacity
Representative company: SITC International
SITC International, a new member of the top 20, has always been known for its small and sophisticated operating model. However, the company has purchased ships one after another this year to expand its capacity, and its scale has increased significantly. In the first quarter of this year, SITC International purchased a total of 5 container ships, namely: 2 2474TEU container ships, "Kanaga Island" and "Elba Island", the transaction price is 12.8 million US dollars; 1 2496TEU container ship Ship "Ulysses"; 2 2524TEU container ships "Wehr Trave" and "Wehr Warnow".
According to Alphaliner *** data, SITC International ranks 20th in the global liner company rankings, with a total capacity of 99,953 TEU, breaking through 100,000 TEU is within reach.
Representative company: SM Line
South Korea's Senra Merchant Shipping has officially started operations on March 8. This South Korean emerging shipping company has attracted much attention recently, not only because of its heroic statement of "reviving Hanjin's glory", but also because of its continuous expansion in fleet size. The company said earlier that it will operate 11 1100-6600TEU container ships (of which 6 are self-owned ships and 5 are leased ships), with a total capacity of about 41381 TEU. On March 28, Senluo Merchant Shipping purchased three 8600TEU container ships from Hanjin Shipping.
In addition, SM Group recently announced that it will purchase a 35% stake in Daewoo Shipbuilding and Marine Engineering, and has become the preferred bidder. At the same time, SM Group will purchase an additional 27% stake in STX Shipbuilding Marine, thereby obtaining a majority stake in Korea Ship Finance. This move will allow SM Group's Sen Luo Merchant Marine to receive another 50 ship capacity.
According to the company's plan, the goal of Sunra Merchant Shipping in 2017 is 400 billion won in sales, and hopes to complete the sales of 3 trillion won in 5 years. By 2018, the scale of shipping capacity is planned to grow to 110,000 TEU, making it one of the top 20 liner companies in the world.
Alphaliner*** data shows that Sunra Merchant Shipping ranks 39th in the global liner company rankings, with a total capacity of 36,516TEU.
Actively leverage capital
Representative company: Iran Air (IRISL)
In mid-March, Reuters quoted four Iranian officials and two people in the financial circles as saying that Air Iran was seeking the possibility of a public offering (IPO) on the London Stock Exchange (London Stock Exchange). Discussions on the program took place in London.
As Iran's largest shipping company, Iran Air has been preparing to regain more international markets since it was removed from the "sanctions blacklist" last year. In 2017, the company has paid 626 million for new shipbuilding orders. Dollar. There is no doubt that the listing of Air Iran will bring more funds and make the company more competitive in the international market.
However, Air Iran's IPO road is not smooth. Although the six countries (the United States, the United Kingdom, France, Russia, China and Germany) reached a comprehensive agreement on the nuclear issue with Iran in early 2016, and the international community immediately lifted sanctions against Iran, the United States is still implementing Iran's missile program. Independent sanctions, not to mention that the Trump administration has stated that it will take a stronger line against Iran. Therefore, it is not difficult to imagine that the banking industry may be hindered by the threat of the United States, and it will take three feet away from Iran Air.
However, some Iranian companies, including Air Iran, may instead opt to list on the Italian stock exchange if listing in London proves too difficult, Iranian sources said. If Iran Air successfully lands on the London Stock Exchange, it will be the first Iranian company listed on a major British stock exchange after the 1979 Islamic Revolution.
Alphaliner *** data shows that Iran Air ranks 21st in the global liner company rankings, with a total capacity of 96,673TEU.