货代行业暴利内幕曝光：半年赚套房 vs 外贸企业"一箱难求"
核心问题：当外贸企业为集装箱发愁时，货代行业正在创造惊人利润
Key Issue: While exporters struggle with container shortages, freight forwarders are making staggering profits
图片来源：图虫创意
Image source: Tuchong Creative
"很多业务员一拿到箱子立马加价500美元在群里售卖。一些业务员本身没什么生意，却有箱源，更有业务员有生意也不做，就倒箱子。7天没赚一部车都不好意思在公司做业务员。"
"Many sales agents immediately resell containers at $500 markup in WeChat groups. Some agents with no real business have container sources, while others deliberately avoid normal business to focus on container speculation. If you can't earn enough to buy a car in 7 days, you'd be embarrassed to work as a sales agent in our company."
这是一段在宁波外贸人饭桌上被人爆出来关于货代业务员投机倒卖箱源的事情，一经爆料迅速引发热议。
This insider revelation about freight forwarders' container speculation at a Ningbo exporters' dinner quickly went viral.
冰火两重天：货主哭诉 vs 船公司赚翻
Two Extremes: Suffering Shippers vs Profiting Shipping Companies
一边是船运巨头不断调高对下半年的盈利预期，一边则是货主们用尽浑身解数也难敌一路飞涨的航运价格。
While shipping giants keep raising profit forecasts, shippers struggle against skyrocketing freight rates despite all efforts.
据报道，8月21日上午，盐田港1.1万个出口重柜预约号被秒光，不少货运司机表示，还没打开AAP进入预约系统，就已经发现预约号被抢空了。
On August 21 morning, 11,000 export container slots at Yantian Port were snapped up instantly. Many truck drivers reported the slots were gone before they could even access the booking system.
货代行业格局分析
Freight Forwarding Industry Landscape
民营企业主导：2019年国际货代百强企业中，民营企业有52家，占据半壁江山
Private Sector Dominance: Among 2019's top 100 freight forwarders, 52 were private enterprises, holding half the market
国有企业领跑：国有或国有控股企业在百强中营业额占比54.32%，仍是行业主力军
SOEs Lead Revenue: State-owned enterprises accounted for 54.32% of top 100 forwarders' revenue, remaining industry leaders
行业预警与建议
Industry Warnings & Recommendations
货代企业应对策略：
Forwarder Strategies:
- 采取放价吸量策略，增加签约客户数量
- Adopt volume-driven pricing to attract more clients
- 密切关注客户资金变动，做好风险管控
- Monitor client financial status for risk control
货主应对建议：
Shipper Recommendations:
- 提前制定供应链应急预案
- Develop contingency plans for supply chain disruptions
- 将货物集中托付给核心船东获取议价能力
- Consolidate shipments with core carriers for better rates
- 重点关注收货人弃货风险
- Monitor consignee default risks closely
专家预测：集装箱短缺问题可能持续至2023年，十一黄金周或将进一步推高运费
Expert Forecast: Container shortages may persist until 2023, with National Day holiday likely driving rates higher
