A | 需求端处于正常旺季补货节奏，集运美线运价一反常态，同比倍增。财联社记者采访集运货代、机构人士了解到，目前美线运价上涨 ，受巴拿马运河水位偏低支撑，但本月中旬受台风影响造成的港口拥堵对美线运价影响更为明显。 The following is a transcript of an interview with Sen. Bernie Sanders, Independent of Vermont, that aired on "Face the Nation" on September 3, 2023.
ROBERT COSTA: And we now go to Vermont Senator Bernie Sanders, who is joining us from Burlington. Good morning, Senator Sanders, we appreciate you being here.SEN. BERNIE SANDERS: Morning, Bob. ROBERT COSTA: Senator, President Biden is touting the latest jobs numbers, but your recent speech in New Hampshire painted a bleak picture of the nation's economic reality. When you met with President Biden at the White House in recent days, what exactly did you tell him, Senator? And did you warn him, like you warned in New Hampshire, that, quote, 'Democrats must reject the corporate wing of the party?'SEN. SANDERS: Well, Bob, what I have said publicly, time and again, is that President Biden and his administration have made some real progress in addressing issues that have not been dealt- dealt with in decades. We finally took on the pharmaceutical industry, and we're beginning to make some progress in lowering the cost of prescription drugs, a lot more has to be done. After years of talk, we finally invested in rebuilding our crumbling infrastructure, roads, bridges, water systems. Manufacturing is coming back in America. So, I think we're making some progress, but everybody knows that for decades now, not just under Biden, not just under Trump, but for decades now, what we have seen in America is an economy in which the very, very wealthy are doing phenomenally well while working families are struggling. Today, Bob, we don't talk about it much, we have more income and wealth inequality than we have ever had in the history of the United States. This is way before Biden. But what we're seeing now is 60 percent of our people living paycheck to paycheck, we have a health care system which is totally broken, we pay the highest prices in the world for prescription drugs. We've got 18 million households, where people are spending 50 percent of their income trying to pay the rent or pay a mortgage. So, we have some structural problems in America. The Biden administration has made some progress, we have got a long way to go. And what the Democratic Party has got to do is have the guts to take on corporate greed, which is unprecedented, all over the economy. The people who own the large corporations have enjoyed record breaking profits, we got to create an economy that works for all, not just a few.
ROBERT COSTA: Senator, you met with the President, you discussed these issues. You just heard from Ambassador Haley, she was attacking Vice President Harris. Are Democrats doing enough to support vice president Harris and she faces these kinds of attacks?SEN. SANDERS: Well, I think the issue is, are Democrats doing enough to win back a working class, which is leaving the Democratic Party? And what in my view Democrats have got to do is say, "Really? Do you really want to vote for a Republican Party, which wants to cut Social Security, we got to expand Social Security. Wants to cut Medicare, we have got to expand Medicare to include dental, hearing and vision. We got a Republican Party out there that doesn't even recognize the reality of climate change.' So I think, Bob, what this campaign is going to- should be about is a contrast between the ideas that work for the working families of this country, and what the Republicans stand for, which is more tax breaks for billionaires and paying allegiance to the needs of corporate America, not ordinary Americans.ROBERT COSTA: But is the administration doing enough? I listened closely to your speech in New Hampshire. The administration's recently taken action on marijuana, for example. But should it do more with executive power? It's taken action on prescription drug negotiations with Medicare. But should it do more? I mean, you- you're out there saying they should be tougher--SEN. SANDERS: And the answer is yes. Bob, the answer is yes, it should. Some of it can be done through executive orders, a lot can be done through legislation. And what I think has got to happen, this is my own view, is I think, what the President has got to say, is give me 50, at least 50 Democrats in the Senate. Give me control over the House of Representatives and by 50 Democrats, I mean, real Democrats, not corporate Democrats, like Manchin and Sinema. And if you do that, within two or three months, we're going to reform health care to move it toward a system which guarantees health care to all people, not just huge profits for the insurance companies. We're going to lower the cost of prescription drugs, so we're not paying any more than the rest of the world. We're going to rebuild our economy, to work for ordinary people, and I think that's got to be the message. Contrast, a progressive agenda for working people versus a Republican agenda.
ROBERT COSTA: Senator, I know you don't like to talk politics, but you're the one who went to New Hampshire, an early primary state you've done very well in over the years. You support President Biden 100 percent, you've made that clear, but for any reason, if President Biden decides not to seek the Democratic nomination, is a run by Senator Sanders for the nomination on the table next year?SEN. SANDERS: Bob, I think we spend too much time speculating. I think President Biden is going to be the nominee of the Democratic Party and I think if he runs on a strong, progressive agenda, he's not only going to win, he's going to win by a strong vote and I'll tell you why. Because when you look at a Republican Party, it's not only that you have a president, a former president, who has been impeached twice, indicted four times. These are people who deny women in this country have the right to control their own bodies, really? Is that where we are in 2023? Not recognizing the reality of climate change, wanting more tax breaks for billionaires, that's what their agenda is. So I think that in any kind of serious campaign, President Biden and the Democrats will do quite well against that reactionary agenda.ROBERT COSTA: What do you- what do you say, Senator, though, to some of your longtime supporters, who are frustrated because they don't believe the Biden administration's done enough? They may not share your view of how things have gone. And they're thinking about Cornel West, or they're thinking about Robert F. Kennedy, Jr. What's your message to them as they drift toward those others?SEN. SANDERS: Well, my message to them is that we are living in an unprecedented moment in American history. Donald Trump is not only a pathological liar, has not only helped wage an insurrection, if you like, to prevent President Biden from taking office. Not only is denying American democracy, moving against the American democracy. So I think at this moment, Bob, we have got to bring the progressive community together to say, you know what, we're gonna fight for a progressive agenda. But we cannot have four more years of Donald Trump in the White House.ROBERT COSTA: Do you worry about the progressive vote, staying home?SEN. SANDERS: I think if the Democrats come up with a strong agenda that speaks to the needs of senior citizens in this country, and that means raising Social Security benefits, expanding Medicare, if we speak to the needs of young people that is having a lot to do with student debt, if we demand that the wealthiest people in this country stop paying their fair share of taxes, if we come up with a progressive agenda, I think we're going to win and win big. And when we win big, we have to make it clear that we stand with the working class of this country against the kind of corporate greed that we now see.ROBERT COSTA: Senator quickly, you are also the chairman of the Senate Health and Labor Committee. Progressives voters are looking to you as well for action. You're investigating Amazon warehouses right now. Are you committed to issuing a subpoena for Jeff Bezos, the founder of Amazon to come testify or not?
SEN. SANDERS: Well, we're gonna pick one step at a time. Right now, what we're working on Bob, is major reforms in primary health care. We don't have enough doctors, nurses, dentists, mental health providers in this country. We're working hard on legislation to do that. We brought Mr. Schultz from Starbucks before the committee, we are looking at Amazon and we'll take it one step at a time, but certainly have no fears. You know, at the appropriate time they may well do that.ROBERT COSTA: Thank you very much. Senator Sanders. We appreciate you taking the time on a Sunday morning, Face the Nation. We'll be back in one minute. Stay with us. 。“短期内很难看到明显回落。” 供给端运力收缩 美线运价倍增 “目前尚未出现（走美东线的）客户因巴拿马运河水位问题而转向美西线，但若运河水位继续下降，改走美西海岸的方案或被提上日程。”运去哪相关负责人告诉财联社记者，从目前美线的货量来看，尚属于正常的旺季补货，但并未出现爆发式增长。 货量方面来看，联宇集团联合创始人高光裕对财联社记者透露，从其公司情况来看，美线货量同比增幅达到两到三成，主要为电商货，预计9月份电商货与传统大贸货将达到出货高峰。
B | “美线当前的运价同去年同期相比涨了约1-2倍。” 据高光裕介绍，目前美西航线普船运价基本维持在5000-6000美元/FEU，海洋联盟的运价在6000-7000美元/FEU；以以星航运为代表的快航运价约8000-9000美元/FEU， 美森轮船则更贵。
C | 而目前美东航线的运价约是美西航线的1.2-1.3倍。 前述运去哪相关负责人称，从今年的运价走势看，美东航线运价从4月初大约三千多美元/FEU涨到现在近九千美元/FEU，美西航线从两千多美元/FEU涨到七千美元/FEU左右，整体舱位状态偏紧。 船公司报价方面，根据极羽科技提供的数据，以船公司最低报价数据来看，截至8月21日，上海至洛杉矶/长滩港的报价为5640美元/FEU，较去年同期增长297%；较上月同期环比增长12.9%。 究其原因，与当前供给端收缩有关，同时巴拿马运河水位下降或运价有放大作用。 “从公司内部数据来看，目前观察到第35周的美西航线运力较前一周收缩了4%左右，美东航线运力也有一定程度收缩，叠加国内此前受台风影响的港口拥堵、空班造成的紊乱，市场尚未消化，同时巴拿马枯水期减载也会影响整体市场运力，供给端收缩对运价的推动比需求端更明显。
D | ”前述运去哪相关负责人进一步表示。 其中，巴拿马运河水位偏低及通行限制，惠誉评级亚太区企业、基础设施建设及项目融资董事汪湛认为，对运价上行起到了明显的放大和支撑作用。运河通行受限会压缩航线有效运力，延长船舶周转周期，并增加整体运输组织难度，从而强化市场紧张预期。该因素主要对美东及美湾航线影响尤为突出，在需求回暖的环境下，会进一步放大供需错配，促使运价维持在相对高位。 “本轮高运价或持续至年底” 而本轮高运价，业内人士皆预计，短期内很难看到回落，预计延续至年底。 “上一次美东航线均一费率（FAK，Freight for All Kinds Rates）站上五位数，还是公共卫生事件期间，但不同的是，此次运价并不如当时的脉冲式暴涨，而是处于高位震荡、易涨难跌的状态。”前述运去哪相关负责人透露，Q3之内运价很难看到明显回落，而巴拿马运河的影响可能持续至明年Q1。 高光裕也认为，整体来看，叠加下半年的出货旺季，本轮美线高运价或持续到年底。
E | 除此之外，汪湛表示，美线维持高运价，预计会对欧线形成一定外溢影响。“但这种影响更多是结构性和阶段性的，难以演变为同等强度的同步上涨。其传导路径主要体现在运力资源向美线倾斜后，欧线边际供给收缩，以及船公司挺价意愿增强所带来的联动效应。” 汪湛进一步分析称，如果美线高景气持续时间较长，且船公司继续将更多运力配置到美线，欧线短期内确实可能出现运价被动抬升，或下行压力阶段性缓和的情况。不过，欧线走势最终仍取决于其自身供需基本面。若欧洲需求修复力度有限，而运力供给整体仍较充裕，那么美线的强势对欧线的带动作用通常相对有限，难以复制美线的上涨斜率和幅度。 目前，欧线运价方面，以上海至鹿特丹航线为例，根据极羽科技数据，截至8月21日，该航线最低报价为3930美元/FEU，较上月同期的4808美元/FEU下降18.26%。 不过，截至8月21日收盘，集运（欧线）期货EC涨幅明显，EC2610、EC2611合约涨幅超过11%，EC2612、EC2701涨幅超过9%。 班轮公司层面，A.P.穆勒-马士基（A.P. Moller-Maersk A/S，OMX：MAERSK-B）日前发布的H1财报显示，基于2026年第二季度的实际业绩表现，以及对今年余下时间市场走势的判断，马士基上调2026年全年财务业绩指引，马士基预计全年基础息税折旧及摊销前利润为105亿至125亿美元（此前预计为80亿至100亿美元）。
F | 国内班轮公司中远海控 （601919.SH）方面，根据公开数据，截至今年Q1，公司共经营308条国际航线（含国际支线），其中包括欧、美航线。其旗下东方海外国际（00316.HK）的OOCL，航线网络覆盖亚洲 、欧洲、美洲、非洲及澳大拉西亚。（文章来源：财联社）。
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“本轮高运价或持续至年底” 而本轮高运价，业内人士皆预计，短期内很难看到回落，预计延续至年底。 “上一次美东航线均一费率（FAK，Freight for All Kinds Rates）站上五位数，还是公共卫生事件期间，但不同的是，此次运价并不如当时的脉冲式暴涨，而是处于高位震荡、易涨难跌的状态。”前述运去哪相关负责人透露，Q3之内运价很难看到明显回落，而巴拿马运河的影响可能持续至明年Q1。 高光裕也认为，整体来看，叠加下半年的出货旺季，本轮美线高运价或持续到年底。
