【国际租赁】美国出租货运指数:10月份销售量和生产率上升(English attached)

 新闻动态   |    2018-11-29 13:00

ACT最新发布的出租货运指数显示,经季节调整后,10月份的供需平衡从9月的50.1上升至55.6。成交量指数的强劲增长以及产能指数的下滑导致了供需平衡走高,相比于9月份市场基本平衡的情况,货车行业在10月份出现了紧张局面。

ACT副总裁兼高级分析师Tim Denoyer表示:“在10月份,货运量和卡车利用量陆续改善,我们预计这种情况将持续整个季度。但是,对于未来几个月的关税前运输带来的影响,我们必须十分小心。10月份洛杉矶港和长滩港集装箱进口量同比增长18%,可以说影响是积极的,甚至可能促使供需平衡暂时回到2019年年初的状态。”

10月份车队购买意向数据显示,设备需求增加,57.2%的受访者计划在未来三个月购买卡车,这一数据高于9月份的55.5%。 Denoyer指出,“年初至今的订单数一直在创纪录,由于卡车订单长时间持续走高,因此购买意向数据仍会继续保持高位。”

此外,ACT 向车队询问了他们希望得到解答的行业未来问题。 Denoyer评论说,“受访者提出的问题大多围绕司机展开,话题包括招聘策略、奖金和卡车司机离开公司的主要原因等等。ACT的出租货运指数调查显示,车队的其他担忧还包括合同定价和竞标,技术和碰撞缓冲以及监管影响。

(注:本文来源于每日监察,由国际租赁联盟翻译,如转载请注明译者和出处。)

Original Article

Us For-Hire Trucking Index: Volume & Productivity Rise in October

The latest release of ACT’s For-Hire Trucking Index showed the supply-demand balance rising to 55.6 on a seasonally adjusted basis in October, from 50.1 in September. The strong increase in the Volume Index and the downtick in the Capacity Index both pressed the balance higher, now showing some tightness returning to the trucking industry. This follows an essentially balanced market in September.

“We saw good sequential improvement in October freight volume and truck utilization, which we expect to continue through the holiday season. But we’ll have to be careful of the effects of pre-tariff shipping for the next several months. This corresponds to the 18% year-over-year increase in container imports at the Ports of LA and Long Beach in October, so it’s fair to say the pre-ship is helping, and will likely reverse to temporarily loosen supply-demand in early 2019,” said Tim Denoyer, ACT Research’s vice president and senior analyst.

The October fleet purchase intentions reading indicated an uptick in equipment demand, with 57.2% of respondents planning to buy trucks in the next three months, up from 55.5% in September. Denoyer noted, “After record year-to-date orders, this series should remain elevated as long lead-time truck orders are built and hit the highways.”

As part of this month’s survey, ACT Research queried fleets about future questions they would like to see asked of the industry. Denoyer commented, “Most of the questions that survey responders would have us ask in the future center around drivers, from recruiting strategies and sign-on bonuses to identification of the main reasons truck drivers leave their companies. Other concerns of fleets in ACT’s For-Hire Trucking Index survey included contract pricing and bidding, technology and collision mitigation, and regulation impacts.”