上海国际海事信息与文献网

翻译：国际海事信息网 黄子倩 张运鸿

 

        为消减新冠疫情带来的冲击，降低市场风险，重新审视投资活动，日本航运巨头商船三井（MOL）推出新计划，包含诸多风险防御措施。

 

        为给未来公司发展铺路，MOL重新研究了新冠疫情给其所运营的市场造成的影响，并对疫情期间及疫情后的世界经济形势进行了预测。

 

        MOL表示，分析显示在可以预见的未来时间内，海运货运量将不可避免地大幅下降，客户投资也会趋于保守。

 

        油轮运输市场和散货运输市场预计分别在2021年和2022年回暖，但海上汽车运输这类市场在2023年后仍无望恢复至2019年的水平。

 

        鉴于市场前途不甚乐观，MOL决定处理最多40艘油轮、散货船和汽车运输船，其中13艘已经过确定。此外，MOL还将通过定期租船和远期货运（forward freight arrangements）来对冲风险。

 

        MOL还计划将其未来两年内的投资计划减半，由原来计划的2千亿日元（约合18.6亿美元）减至1千亿日元。MOL补充道，公司会处理掉非核心的营业资产，例如上市股票和不动产。

 

        MOL预计，未来能源转换速度会加快，全行业会倾向使用可再生能源，紧接着会迎来数字化水平的提升、供应链的升级，最终达到自给自足的目标。

 

        在大形势下，MOL也制定了相应的计划。

 

        作为其激进战略的一部分，公司计划改进商业模式，实施措施降低成本，同时致力于扩大LNG业务范围，开发诸如风力发电的新能源相关业务，并强化可再生能源相关业务（生物质发电燃料运输等）。

 

       （本文版权归国际海事信息网所有，图片版权归原作者，转载请注明出处。）

 

MOL shrinking fleet by 40 ships as part of defensive measures in response to COVID-19 crisis

 

Japanese shipping major Mitsui O.S.K. Lines (MOL) has devised a plan comprising defensive measures the company should take in order to reduce market exposure and reexamine investment activities in response to the coronavirus pandemic’s impact.

 

In order to be able to chart its path forward, MOL had to review the impact of the pandemic on the markets it operates in and look into the forecasts for megatrends of the world economy in the COVID-19 and post COVID-19 era.

 

MOL said that the analysis shows that a significant decline in ocean transport volume and a restrained stance on customersʼ investments will be unavoidable in the foreseeable future.

 

Recovery in the tanker and bulk shipping market is expected in 2021 and 2022 respectively, while some trades like the seaborne transport of cars are not expected to recover to 2019 levels until 2023 or even later.

 

In view of such developments, MOL has decided to reduce its fleet of oil tankers, bulkers, car carriers by a maximum of about 40 ships, including 13 vessels that have already been confirmed. Furthermore, the company said it would hedge from risks through time charter outs of its ships and forward freight arrangements.

 

MOL also plans to halve its investment plans for the upcoming two years from ¥200 billion ($1.86 billion) to ¥100 billion. The Japanese major added it would dispose of non-core business assets such as listed shares and real estate.

 

Moving forward, the company anticipates acceleration of the energy transition and shift to renewable sources of energy to dominate all businesses followed by the advancement of digitalization and review of supply chains pushing toward attaining self-sufficiency.

 

In line with these predictions, MOL has also defined its offensive.

 

As part of its business offensive, the company plans to reform business models and implement cost reduction measures, while focusing on expanding LNG business domains and developing new energy-related businesses such as wind power generation and strengthening renewable energy-related businesses (transport of fuel for biomass power generation etc.)