Labarai - An saita masana'antar jigilar kayayyaki don samun mafi kyawun riba tun bayan barkewar cutar ta Covid

Masana'antar jigilar kayayyaki tana kan hanyar samun shekarar da ta fi samun riba tun bayan barkewar cutar. Data Blue Alpha Capital, karkashin jagorancin John McCown, ya nuna cewa jimillar kudaden shiga na masana'antar jigilar kayayyaki a cikin kwata na uku ya kai dala biliyan 26.8, karuwar kashi 164% daga dala biliyan 10.2 da aka ruwaito a kwata na biyu.
Idan aka kwatanta da kwata na uku na shekarar da ta gabata, kudaden shiga na wannan kwata ya karu da dala biliyan 24, wato kashi 856%, daga dala biliyan 2.8.
Daga hangen kashi na uku, $26. biliyan biliyan a kudaden shiga ya ninka kudaden shiga na shekara-shekara na masana'antar jigilar kaya a kowace shekara kafin barkewar cutar.
Abubuwan da aka samu mai ban mamaki a cikin 204 sun faru ne saboda rikicin jigilar ruwa na Bahar Maliya da ɗimbin ciniki mai ƙarfi a duk hanyoyin kasuwanci.
Kudaden shiga na kwata na uku na dala biliyan 26.8 ya ninka yawan kudaden shiga na shekara-shekara na masana'antar jigilar kaya a kowace shekara kafin barkewar cutar.

Masu sharhi na Linerlytica, a cikin nazarinsu na kamfanonin jigilar kayayyaki na duniya, sun lura cewa, iyakokin EBIT na manyan kamfanoni tara da aka jera sun karu daga 16% a cikin kwata na baya zuwa 33%. Koyaya, akwai babban tazara tsakanin ƙwararrun ƙwararrun ƙwararrun ƙwararru, tare da Hapag-Lloyd da Maersk sun yi nisa a bayan takwarorinsu. Matsakaicin iyakar EBIT abokan haɗin gwiwa biyu a cikin sabuwar ƙungiyar Gemini Alliance ta kasance 23%, ƙasa da rabin tazarar 50.5% na Evergreen.
A wani rahoto da ta fitar jiya, Blue Alpha Capital ta ce, "Akwai alamun da ke nuna cewa kashi na uku na kashi 24 ne kololuwa, amma akwai abubuwa da dama da suka hada da 'yan baya-bayan nan." Manazarta a Tekun-Intelligence suna da ra'ayi iri ɗaya, yana lura a cikin rahotonsu na mako-mako na baya-bayan nan: "Yanzu mun wuce kololuwar 2024, wanda rikicin Red Sea ya goyi bayan."
Ko da yake alkaluman tabo daban-daban sun faɗi daga mafi girma na baya-bayan nan, Blue Alpha Capital yana tsammanin samun riba mai ƙarfi a cikin kwata na huɗu, ana tabbatar da yanayin a tashoshin jiragen ruwa na duniya.
Misali, manyan tashoshin jiragen ruwa guda biyu a Amurka, tashoshin jiragen ruwa na Los Angeles da Long Beach, sun kafa sabbin bayanai a watan Oktoba.
Babban darektan tashar jiragen ruwa ta Los Angeles Gene Seroka ya yi tsokaci cewa, “Masu yawan kaya masu karfi da dorewar na iya ci gaba a cikin watanni masu zuwa saboda karfin mabukaci, farkon sabuwar shekara, damuwar masu shigo da kaya game da al’amuran kwadago da ba a warware su ba a gabar tekun gabas, da sabbin kudaden haraji. wanda zai iya kara tsadar sufuri a shekara mai zuwa."
wani rahoto na baya-bayan nan, kamfanin dillali mai suna Braemar ya lura, "Kasuwancin na yanzu yana motsawa ba kawai ta hanyar buƙata ba har ma da jerin ƙananan ƙarancin aiki suna kiyaye kasuwancin sufurin kaya da kasuwanni."
Fitowar da aka fitar a yau na Drewry Container Composite Index ya faɗi $28 zuwa $3,412.8 a kowace FEU, 67% ƙasa da kololuwar cutar ta ƙarshe ta $10,377 a cikin Satumba 2021, amma 40% ya fi matsakaicin riga-kafi na $1,420 a 2019.