天文数字!中共囤货或与租船价格突破10万美元/天有关

作者:CPA Jim 所属农场:喜马拉雅-华盛顿DC农场

2021年6月20日,郭文贵先生代表和平的中国人民,向全世界支持爆料革命、支持新中国联邦的朋友们发出的郑重警告中提到“中国共产党大量囤积粮食、战备物质和外汇。中共在东南亚、新加坡、马来西亚、泰国等这些附近的国家准备战略物资”。

零对冲发推提到,租船价格破10万美元/天,说明囤积粮食和物资的行为正在准备,囤积物资涉及到运输。但是零对冲的新闻没有提到价格上涨的集装箱货船主要用于哪些航线。

文中提到一家租船公司Global Ship Lease本月初从英国购买了12艘船舶,年报显示中共国的进出口、法律法规、刺激内需等情况是该公司所面临的风险来源之一,说明其所提供的船运服务与中共国存在高度关联。年报原文部分摘录如下,

“Much of our customers’ containership business revenue is derived from the shipment of goods from the Asia Pacific region, primarily China, to various overseas export markets, including the United States and Europe. Any reduction in or hindrance to the output of China-based exporters could negatively affect the growth rate of China’s exports and our customers’ business. For instance, the government of China has implemented economic policies aimed at increasing domestic consumption of Chinese-made goods. This may reduce the supply of goods available for export and may, in turn, result in a decrease in shipping demand.。…. Changes in laws and regulations in China, including with regards to tax matters, and their implementation by local authorities could affect our charterers’ business and have a material adverse impact on our business, results of operations and financial condition.”

造船是一个大工程,不是短期能够造出来的,因此在短期供给有限,需求突然增加情况下,租船价格上涨就在情理之中。零对冲所报道的那篇文章中提到短期需求强劲,中共病毒疫情抑制了船舶供给。

另一个证明囤积行为正在进行的迹象是中共以整顿市场的名义打击铁矿石价格,为低价囤铁矿石做准备,铁矿石主要从巴西和澳大利亚进口。囤积铁矿石需要船运。而美国和其他欧洲国家、澳大利亚都要求调查病毒真相,如果美国施压到一定程度不排除禁运铁矿石。

(本文仅代表作者个人观点)

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