PCTC Reportedly Fixed at USD 90,000 Per Day on Six-Month Time Charter　自動車船、6カ月TCで日建て9万ドル成約も

China’s Vehicle Exports Regain Momentum, Highlighting the Presence of the 342-Vessel Fleets Operated by Japan’s Three Major Shipping Groups

中国完成車輸出が再加速、日本海運大手3社342隻船隊の存在感高まる

The PCTC market is showing renewed strength.

The newly built 7,000-car PCTC Lake Rotorua was reportedly fixed in May to China’s SAIC Anji Logistics on a six-month charter at a daily rate of USD 90,000. The development could also provide a tailwind for Japan’s three major shipping groups – NYK, MOL and K Line.

At the same time, when Japan’s finished vehicle exports, including CKD shipments, exceeded 6 million units between 2004 and 2007, substantial costs were incurred to secure container ship capacity to compensate for a shortage of PCTCs.

As a result, some industry participants caution that “a buoyant market does not necessarily translate directly into higher profits for shipping companies” (major shipping company).

■ The Full Article Includes the Following Topics (approximately 2,000 words)

→ An explanation of the factors behind reports that a newly built 7,000-car PCTC secured a six-month charter at the exceptionally high rate of USD 90,000 per day

→ A review of the latest data and the mechanisms through which surging Chinese vehicle exports are supporting the PCTC market

→ An examination of what has changed in a market that was widely expected to face oversupply at the beginning of the year

→ An analysis of the significance and competitive strength of the combined 342-vessel fleets operated by NYK, MOL and K Line

→ An assessment of the impact on today’s logistics market through comparisons with the period in the mid-2000s when Japan’s finished vehicle exports exceeded 6 million units

(Please read the full article in both English and Japanese. The Japanese version follows the English article.)

自動車船、6カ月TCで日建て9万ドル成約も

中国完成車輸出が再加速、日本海運大手3社342隻船隊の存在感高まる

　自動車専用船（PCTC）市場が再び活況を呈している。

新造7000台積み自動車船「Lake Rotorua」が5月、中国のSAIC Anji Logistics向けに6カ月契約で日建て9万ドルで成約した模様だ。日本郵船、商船三井、川崎汽船の海運大手3社にも追い風となる可能性がある。

一方、2004～2007年に日本からの完成車輸出（CKD含む）が600万台を超えた局面では、自動車船不足を補うためコンテナ船スペースの確保に多額のコストを要した経緯もあり、「市場活況が必ずしも海運各社の利益拡大だけを意味するわけではない」（海運大手）との指摘もある。

■記事本文では以下の内容を読むことができます（記事全文約2,000文字）

→ 新造7000台積み自動車船が6カ月契約で日建て9万ドルとされる高値成約報道の背景を解説

→ 中国の完成車輸出急増が自動車船市況を押し上げる構図と最新データを整理

→ 年初には供給過剰が予想されていた自動車船市場で何が起きたのかを検証

→ 日本郵船、商船三井、川崎汽船の計342隻船隊が持つ意味と競争力を分析

→ 2000年代半ばの日本完成車輸出600万台時代との共通点から、現在の物流市場への影響を読み解く

（続きは英語と日本語で書かれた本文でお読みください。日本語の記事は英文記事に続いて掲載されています）