摩根士丹利(Morgan Stanley,简称大摩)预估,运输业景气上升周期到了明年下半年可能减弱,届时货物量将从今年创纪录高峰回落,对运输业的整体获利成长造成影响。
大摩运输业分析师拉维山克周四在一份给客户的通知中表示,货运量预期到2022年中将正常化,届时供应链瓶颈应该也会缓解,带来较疲弱的2022年下半年。明年很难再超越今年的创纪录高峰。
他指出,挥之不去的海运、铁路及卡车货运紧俏问题,将于明年中之前开始缓解。这最终将削弱货运公司的定价能力,并拉低毛利率,尽管业者与客户签订固定合约费率,可能会延后此情况发生。
今年前所未见的塞港情况及物流运费高涨,已使美国企业纷纷调涨产品价格,以转嫁增加的货运成本,进而推高通膨压力。美国总统拜登已出手改善塞港问题,包括说服港口全天候运作,以助加速消化囤积的货物。
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