馬士基集團二季營收95億美元，海運板塊EBITDA 6.74億美元
Maersk Group's two quarter revenue of $9 billion 500 million, shipping plate EBITDA $674 million
8月17日，馬士基集團公布2018年第二季度業(yè)績報告。報告顯示，2018年第二季度馬士基集團實現(xiàn)營業(yè)收入95億美元，同比增長24%；若剔除漢堡南美對集團的貢獻，營業(yè)收入實際增長為5.7%；除海運業(yè)務(wù)外，營業(yè)收入增長為12%；但受低運價、高燃費及匯率不穩(wěn)定的影響，息稅折舊攤銷前利潤為8.83億美元，較上年同期下跌18%。
In August 17th, Maersk Group announced its second quarter performance report for 2018. According to the report, Maersk Group achieved revenue of $9.5 billion in the second quarter of 2018, an increase of 24% over the same period last year; excluding South America's contribution to the group in Hamburg, the real growth of revenue was 5.7%; except for maritime business, the growth of revenue was 12%; but affected by low freight, high fuel charges and exchange rate instability, interest, tax and depreciation amortization The former profit was $883 million, down 18% from the same period last year.
而受馬士基集裝箱工業(yè)（智利）關(guān)閉的相關(guān)資產(chǎn)減值（1.41億美元）、重組成本（1800萬美元）的影響，息稅前利潤為4600萬美元，而上年同期為2.77億美元；但集團總體實現(xiàn)獲利2600萬美元，而上年同期為虧損2.64億美元；歸屬于穆勒-馬士基（A.P. Møller - Mærsk A/S）份額為1800萬美元，而上期同期虧損2.69億美元；實際凈利潤（underlying profit）為8800萬美元，2017年同期為2.05億美元。
Pre-tax profit was $46 million, compared with $277 million a year ago, as a result of impairment of assets ($141 million) and restructuring costs ($18 million) related to the closure of Maersk's container industry (Chile); however, the group achieved an overall profit of $26 million, compared with a loss of $264 million a year earlier; it belonged to Mu. A.P.Mller-Mrsk A/S shares were $18 million, compared with a loss of $269 million in the same period of the previous period; underlying profit was $88 million, compared with $205 million in the same period of 2017.
同時，馬士基集團在運輸、物流及港口相關(guān)業(yè)務(wù)整合的戰(zhàn)略指導(dǎo)下，到目前為止該整合已為集團帶來2億美元的協(xié)同價值；而整合漢堡南美這一舉措，通過采購、網(wǎng)絡(luò)優(yōu)化及與馬士基碼頭的合作，2018年上半年該部分整合已為馬士基帶來1.4億美元的協(xié)同價值。而此前馬士基曾宣布，集團第一部分整合預(yù)計協(xié)同價值在6億美元，第二部分整合漢堡南美的協(xié)同價值最少在3.5億至4億美元之間，因此預(yù)計兩項整合剩余的協(xié)同價值將于2019年實現(xiàn)。
At the same time, under the strategic guidance of Maersk Group's transport, logistics and port-related business integration, the integration has so far brought about $200 million in synergy value to the group; and the integration of Hamburg South America, through procurement, network optimization and cooperation with Maersk Wharf, has made this part of the integration into Maersk in the first half of 2018. Baseband brings us $140 million synergy value. Maersk had previously announced that the synergy value of the first part of the consolidation was expected to be $600 million, and that of the second part of the consolidation of Hamburg and South America would be at least $350 million to $400 million, so the remaining synergy value of the two consolidations was expected to be realized in 2019.
就具體板塊來看，海運板塊收入增長25%至70億美元，箱量增長26%至3,399k FFE。平均運費下降1.2%至1,840美元/FFE，而平均燃油價格增長28%。單箱成本下降主要原因是航運網(wǎng)絡(luò)成本降低，包括改變航線網(wǎng)絡(luò)、提升裝載貨量。息稅折舊攤銷前利潤為6.74億美元，相較于去年同期8.76億美元相比，下降23.06%，EBITDA利潤率為9.7%，同比下降6.1個百分點。
In terms of specific sectors, the revenue of seaborne sector increased by 25% to 7 billion US dollars, and the volume of containers increased by 26% to 3399k FFE. The average freight rate decreased by 1.2% to 1840 US dollars /FFE, while the average fuel price increased by 28%. The main reason for the drop in the cost of single container is the lower cost of shipping network, including changing the route network and increasing the loading capacity. Profits before interest, tax, depreciation and amortization were $674 million, down 23.06% from $876 million in the same period last year, and EBITDA margins were 9.7%, down 6.1 percentage points from the same period last year.
受益于供應(yīng)鏈管理、內(nèi)陸服務(wù)收入增加以及外匯匯率的積極影響，二季度，馬士基集團物流與服務(wù)板塊實現(xiàn)營業(yè)收入15億美元，同比正向增長6.7%；息稅折舊攤銷前利潤同比下滑38%至2,800萬美元。馬士基解釋，這主要是受高漲的IT成本（如數(shù)字化解決方案的投資）和內(nèi)陸服務(wù)利潤下降的影響。
Benefiting from the positive impact of supply chain management, increased revenue from inland services and foreign exchange rates, Maersk Logistics and Services achieved operating income of $1.5 billion in the second quarter, up 6.7% year-on-year, and pre-amortization profit fell 38% to $28 million. Maersk explains that this is mainly affected by rising IT costs (such as investment in digital solutions) and declining profits from inland services.
轉(zhuǎn)自物流指聞
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