日本海事新聞ニュース Japan Maritime Daily Aug 14, 2025 (Thu)

Yang Ming Marine Transport’s H1 Profit Plummets 62% on Cargo Decline and Tariff Issues

　On August 12, Taiwan’s Yang Ming Marine Transport announced its results for the first half of 2025 ・・・ 続きはログインして下さいnext %E3%80%80On+August+12%2C+Taiwan%E2%80%99s+%3Cb%3EYang+Ming+Marine+Transport%3C%2Fb%3E+announced+its+results+for+the+first+half+of+2025+%28January-June%29.+Net+profit+fell+62%25+from+the+same+period+last+year+to+NT%248.761+billion+%28approximately+JPY+43.3+billion%29+due+to+factors+such+as+a+decline+in+cargo+volume+and+freight+rates+caused+by+uncertainty+over+trade+negotiations+regarding+Trump+tariffs.+Sales+fell+13%25+to+NT%2484.173+billion%2C+and+operating+profit+fell+50%25+to+NT%2411.119+billion.+%3Cbr%3E%E3%80%80Regarding+future+prospects%2C+the+company+analyzed%2C+%E2%80%9CIn+the+World+Economic+Outlook+released+by+the+International+Monetary+Fund+%28IMF%29+in+July%2C+the+forecast+for+global+GDP+%28gross+domestic+product%29+growth+was+revised+upward+to+3%25+for+2025+and+3.1%25+for+2026%2C+suggesting+that+the+impact+of+trade+barriers+will+be+smaller+than+initially+expected%2C+but+uncertainty+over+trade+negotiations+and+geopolitical+situations+remains+murky+over+the+future+of+the+market.%E2%80%9C+%3Cbr%3E%E3%80%80In+the+container+market%2C+Drewry+and+Alphaliner+forecast+that+global+fleet+supply+will+grow+by+6.3%25+and+6.2%25%2C+respectively%2C+in+2025%2C+while+demand+growth+will+be+limited+to+2%25+and+2.7%25%2C+resulting+in+a+continuing+imbalance+in+supply+and+demand.+It+also+mentioned+that+market+conditions+are+expected+to+soften+in+the+second+half+of+the+year+due+to+the+impact+of+early+shipments+in+the+first+half.+%3Cbr%3E%E3%80%80On+the+supply+side%2C+shipping+companies+continue+to+take+detours+via+the+Cape+of+Good+Hope+to+avoid+the+risks+of+sailing+through+the+Red+Sea%2C+which+is+helping+to+absorb+excess+shipping+capacity.+Regarding+the+market+conditions%2C+it+said%2C+%E2%80%9CThe+situation+varies+depending+on+the+route%2C+and+despite+it+being+the+busy+summer+season%2C+the+Pacific+route+to+the+United+States+was+affected+by+the+uncertainty+surrounding+the+US+tariff+measures.+Meanwhile%2C+Asia-Europe+and+Asia-Mediterranean+routes+are+expected+to+remain+strong.%E2%80%9C+It+also+stated+that+%E2%80%9Cdemand+within+Asia+is+stable%2C+but+we+will+need+to+be+careful+about+future+market+fluctuations+on+routes+such+as+Asia-Australia+and+Asia-Latin+America.%E2%80%9C+%3Cbr%3E%E3%80%80Going+forward%2C+the+company+will+focus+on+providing+stable+services%2C+making+agile+fleet+adjustments%2C+and+developing+new+markets+in+response+to+market+fluctuations.+The+company+aims+to+optimize+its+fleet+by+replacing+aging+ships+with+energy-efficient+alternative+fuel-compatible+vessels%2C+increasing+operational+flexibility+and+building+a+low-carbon%2C+sustainable+and+safe+global+transportation+network.+%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%A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陽明海運、上期純利益62%減。関税不透明感で貨物量減

2025/08/14(木)

日本海事新聞 JMD

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