운송업, 벌써 3분기 서프라이즈 예약 해운사, 전쟁과 휴전 상관없이 3분기 역대급 호황...배당여력 키우는 중

Strong carrier earnings mean ocean rates are holding at elevated levels. When the sea leg gets more expensive, Sea & Air transhipment becomes comparatively attractive, while export e-commerce flows built on cheap ocean economy service need their landed cost recalculated. This is the moment to lay your contracted ocean rates next to air and Sea & Air pricing for the same lanes. Deciding by SKU which mode carries what before peak season protects both space allocation and transit time.