Welcome to MarineNet!

dbg

日本海事新聞ニュース Japan Maritime Daily May 23, 2024 (Thu)

The Japanese three major cargo airline to pick up by 20% this year

0523_3_1-graph

　Cargo revenue for the three major airlines (ANA HOLDINGS ＜ANAHD＞, Nippon Cargo Airlines ＜NCA＞, and ・・・続きはログインして下さいnext %E3%80%80Cargo+revenue+for+the+three+major+airlines+%28ANA+HOLDINGS+%EF%BC%9CANAHD%EF%BC%9E%2C+Nippon+Cargo+Airlines+%EF%BC%9CNCA%EF%BC%9E%2C+and+Japan+Airlines+%EF%BC%9CJAL%EF%BC%9E%29+is+all+expected+to+increase+by+around+20%25+this+period+%28ending+March+2025%29.+A+recovery+is+expected+from+the+previous+period%2C+when+the+volume+and+unit+freight+rates+of+international+cargo+fell+sharply+as+a+reaction+to+the+special+demand+caused+by+the+coronavirus+pandemic.+The+current+air+cargo+market+is+showing+signs+of+recovery+for+semiconductor-related+cargo%2C+and+freight+rates+continue+to+rise+even+after+the+peak+demand+period+in+March.+%3Cbr%3E%E3%80%80The+graph+shows+the+cargo+and+mail+revenue+of+the+three+major+airlines+for+the+past+two+periods+and+the+current+period+%28those+of+ANAHD+and+JAL+are+domestic+and+international+combined%29.+They+announced+their+forecasts+for+the+current+period+by+the+beginning+of+this+month.+NCA%E2%80%99s+performance+is+%E2%80%9CAir+Transportation+Business%E2%80%9C+announced+by+NYK.+%3Cbr%3E%E3%80%80ANAHD%2C+the+largest+cargo+company%2C+saw+its+cargo+and+mail+revenue+fall+by+almost+half+in+the+previous+period+%28ending+March+2024%29.+The+main+reason+for+this+was+a+decline+in+long-term+contract+freight+rates+in+the+international+cargo+business%2C+resulting+in+a+40%25+drop+in+per-weight+prices+%28revenue+per+kilogram+of+cargo%29.+It+is+expected+that+per-weight+prices+will+start+to+rise+this+period%2C+and+full-year+cargo+and+mail+revenue+will+return+to+the+200+billion+yen+range.+JAL%2C+which+launched+its+own+freighter+business+on+international+routes+in+February%2C+also+suffered+a+40%25+drop+in+revenue+in+the+previous+period%2C+but+is+forecasting+a+25%25+increase+in+revenue+this+period.+%3Cbr%3E%E3%80%80In+Asia%E2%80%99s+international+air+cargo+market%2C+freight+rates+have+been+on+the+rise+since+the+latter+half+of+last+year+due+to+increased+demand+for+carrying+low-cost+online+shopping+products+from+China+to+the+United+States.+According+to+TAC+Index%2C+a+freight+information+service%2C+freight+rates+from+China+to+the+United+States+in+the+second+week+of+May+were+in+the+high+%245+per+kilogram+range%2C+more+than+30+percent+higher+than+the+same+period+last+year.+This+will+also+have+an+impact+on+fares+to+and+from+Japan%2C+which+fell+in+the+previous+period.+%3Cbr%3E%E3%80%80%E2%96%A0+Signs+of+recovery+in+semiconductors+%3Cbr%3E%E3%80%80ANAHD+predicts+that+international+cargo+volume+will+increase+by+7%25+for+the+full+year%2C+mainly+in+the+second+half+of+the+year.+Double-digit+growth+is+expected+for+the+second+half+of+the+year+if+looked+at+individually.+NCA+only+announced+forecasts+for+the+April-June+2024+period+as+it+is+scheduled+to+become+a+subsidiary+of+ANAHD+in+July%2C+but+weight+is+expected+to+increase+by+20%25+during+that+period.+%3Cbr%3E%E3%80%80According+to+the+Japan+Aircargo+Fowarders+Association+%28JAFA%29%2C+the+cumulative+weight+of+export+air+cargo+from+Japan+decreased+by+25%25+in+the+January-December+period+of+last+year%2C+but+the+cumulative+weight+for+the+January-March+period+of+this+year+was+down+only+by+1%25.+In+April%2C+the+figure+exceeded+the+previous+year%E2%80%99s+figure%2C+albeit+slightly%2C+indicating+that+the+decline+has+clearly+stopped.+Japan%E2%80%99s+major+forwarders+are+also+expecting+an+increase+in+handling+volume+in+the+second+half+of+the+year+2024+or+FY2024.+%3Cbr%3E%E3%80%80Semiconductors%2C+a+major+product%2C+are+also+seeing+a+recovery+in+cargo+volume%2C+buoyed+by+the+boom+in+AI+%28artificial+intelligence%29.+Demand+for+semiconductor-related+parts+and+materials+from+China+and+other+countries+has+been+recovering+since+the+beginning+of+the+year%2C+and+shipments+of+semiconductor+manufacturing+equipment+to+China+and+Taiwan+have+also+shown+signs+of+recovery.+According+to+the+Semiconductor+Equipment+Association+of+Japan+%28SEAJ%29%2C+sales+of+Japanese-made+semiconductor+devices%2C+which+had+been+sluggish+last+year%2C+turned+around+and+recorded+double-digit+growth+in+March.+It+expects+full-year+sales+in+FY2024+to+exceed+the+previous+record+set+in+FY2022.+%3Cbr%3E%E3%80%80In+domestic+air+cargo%2C+companies+are+also+expecting+an+increase+in+handling+volume%2C+due+to+replacement+demand+resulting+from+the+%E2%80%9C2024+problem%E2%80%9C+in+logistics.+Starting+this+period%2C+ANAHD+has+sought+to+stimulate+demand+by+lowering+fares+during+daytime+hours%2C+when+load+factors+are+low.+JAL+will+increase+its+cargo+volume+by+having+its+subsidiary+Spring+Japan+operate+freighters+owned+by+the+Yamato+Group.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E