无视美国港口费，全球航运巨头马士基表态：不会排除中国船厂

Core Viewpoint - The global shipping giant Maersk emphasizes its ability to mitigate the impact of the U.S. government's port service fee policy targeting Chinese vessels, asserting that it will continue to procure ships from China and will not raise customer prices due to these fees [1][4]. Group 1: Maersk's Position and Strategy - Maersk's Greater China President, Silvia Ding, stated that the company will consider various factors, including cost and technical requirements, when ordering new ships, and will not exclude Chinese shipyards due to U.S. port fees [1][4]. - Ding mentioned that 10% of Maersk's fleet may incur port fees, but the company can adjust its fleet to avoid additional costs [1]. - Maersk's global shipping network is flexible enough to help clients navigate market volatility, with adjustments made to ship tonnage to match changing demand [2]. Group 2: Market Context and Reactions - The U.S. government's proposed port fees and tariffs have created challenges for the shipping industry, with significant declines in container shipping demand noted, including a 21% drop in Chinese exports to the U.S. in April and a further 34.5% decline in May [2]. - The port fee policy, set to take effect in October, will charge $50 per net ton for Chinese-operated or owned vessels, increasing annually until it reaches $140 by 2028 [4]. - Other shipping companies, like MSC, have also expressed confidence in their ability to adapt to market disruptions, highlighting the flexibility of their operations [4][5]. Group 3: Industry Trends and Future Outlook - The global shipping industry is experiencing a significant shift towards green technologies, with new ship orders for eco-friendly vessels expected to rise from 8.2% in 2016 to 41% by 2024, with China capturing over 70% of these orders [6]. - The U.S. attempts to revitalize its shipbuilding industry through tariffs and fees are viewed as misguided, as they may increase global shipping costs and disrupt supply chains without effectively boosting U.S. competitiveness [7].