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日本海事新聞ニュース Japan Maritime Daily May 22, 2025 (Thu)

The financial performance of major container shipping companies remained strong in the first quarter of 2025

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　The performance of major container shipping companies for the January-March 2025 period was general ・・・続きはログインして下さいnext %E3%80%80The+performance+of+%3Cb%3Emajor+container+shipping+companies%3C%2Fb%3E+for+the+January-March+2025+period+was+generally+strong%2C+due+to+factors+such+as+increased+transportation+volume+and+rising+freight+rates.+At+present%2C+developments+surrounding+US+tariff+policy+are+having+a+major+impact+on+cargo+movements.+Since+April%2C+container+shipping+between+the+United+States+and+China+temporarily+fell+sharply%2C+but+demand+has+recovered+rapidly+following+the+US-China+tariff+agreement.+Freight+rates+to+North+America+are+also+rising+sharply%2C+making+future+market+conditions+even+more+difficult+to+predict.+Amid+this+growing+uncertainty%2C+many+shipping+companies+that+have+already+announced+their+full-year+earnings+forecasts+have+indicated+that+they+will+maintain+their+forecasts+for+now.+%3Cbr%3E%E3%80%80Each+company%E2%80%99s+performance+for+the+January-March+period+is+as+shown+in+the+table.+In+the+January-March+2024+period%2C+due+to+the+worsening+situation+in+the+Red+Sea%2C+which+has+been+ongoing+since+the+second+half+of+2023%2C+many+shipping+companies+avoided+the+Suez+Canal+and+switched+to+routes+via+the+Cape+of+Good+Hope%2C+temporarily+restricting+supply+and+causing+an+increase+in+the+freight+rate+market.+As+a+result%2C+profits+have+shown+an+improving+trend+compared+to+the+previous+quarter+%28October-December+2023%29%2C+and+many+shipping+companies+have+revised+their+full-year+performance+forecasts+upward.+%3Cbr%3E%E3%80%80However%2C+in+the+January-March+period+of+2025%2C+market+conditions+showed+a+downward+trend+due+to+a+slowdown+in+the+recovery+of+demand+after+the+Lunar+New+Year%2C+combined+with+a+sense+of+excess+supply+and+demand+for+shipping+capacity.+As+a+result+of+this%2C+many+shipping+companies+saw+a+decrease+in+profits+compared+to+the+previous+quarter+%28October-December+2024%29.+%3Cbr%3E%E3%80%80Container+handling+volumes+increased+for+each+company+in+the+January-March+period%2C+although+Maersk%E2%80%99s+volume+remained+almost+flat+at+2.931+million+TEU%2C+up+0.1%25%2C+as+CMA-CGM%E2%80%99s+volume+increased+by+4%25+to+5.85+million+TEU%2C+Hapag+Lloyd%E2%80%99s+volume+increased+by+9%25+to+3.305+million+TEU%2C+and+COSCO%E2%80%99s+volume+increased+by+8%25+to+6.481+million+TEU.+HMM%E2%80%99s+volume+increased+by+4%25+to+931%2C000+TEU%2C+while+ZIM%E2%80%99s+volume+increased+by+12%25+to+944%2C000+TEU.+%3Cbr%3E%E3%80%80Average+freight+rates+for+Maersk%E2%80%99s+ocean+freight+division+rose+by+2%25+to+%242%2C427+per+FEU%2C+for+CMA-CGM+rose+by+7%25+to+%241%2C498+per+TEU%2C+and+for+Hapag+Lloyd+rose+by+9%25+to+%241%2C480+per+TEU%2C+contributing+to+the+results.+%3Cbr%3E%E3%80%80Businesses+other+than+container+shipping+also+performed+well%2C+with+Maersk%E2%80%99s+logistics+and+services+business+seeing+EBIT+%28Earnings+Before+Interest+and+Taxes%29+increase+2.6+times+to+%24142+million%2C+and+its+terminal+business+also+saw+EBIT+increase+by+31%25+to+%24394+million+due+to+increased+volumes.+CMA-CGM+also+saw+its+logistics+business+perform+well%2C+thanks+to+the+consolidation+of+Bollore+Logistics%2C+and+its+port+terminal+and+aviation+divisions+also+performed+well.+%3Cbr%3E%E3%80%80There+is+still+a+great+deal+of+uncertainty+regarding+the+full-year+business+outlook+for+2025.+In+a+May+8+announcement%2C+Maersk+revised+its+forecast+for+global+container+shipping+growth+down+from+an+initial+year-on-year+increase+of+4%25+to+-1%25+to++4%25.+The+company+kept+its+full-year+earnings+forecast+unchanged%2C+citing+uncertainties+due+to+US+tariff+policies+and+other+factors.+Hapag+Lloyd+also+maintained+its+forecast%2C+with+both+companies+expecting+a+decline+in+profits.+%3Cbr%3E%E3%80%80Ocean+Network+Express+%28ONE%29+has+presented+two+scenarios+for+its+full-year+2025+performance%2C+taking+into+account+economic+uncertainty+related+to+US+tariff+policy.+In+%E2%80%9CCase+1%2C%E2%80%9C+in+which+the+business+environment+is+relatively+stable+and+the+impact+of+tariffs+is+not+factored+in%2C+sales+are+expected+to+be+%2417.5+billion%2C+EBITDA+%28Earnings+Before+Interest+Taxes+Depreciation+and+Amortization%29+%242.9+billion%2C+and+EBIT+%24700+million.+On+the+other+hand%2C+in+%E2%80%9CCase+2%2C%E2%80%9C+in+which+the+impact+of+tariffs+becomes+apparent+with+cargo+movements+from+China+to+North+America+decreasing+and+declining+freight+rates+spreading+to+other+routes%2C+sales+are+expected+to+be+%2416.5+billion%2C+EBITDA+%242.1+billion%2C+and+EBIT+a+loss+of+%24100+million.+%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