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发现全世界的贸易机会...磐聚网调研

采购商 & 销售

利用最新的行业趋势分析、政治发展和最新出现的风险为采购商和供应商的交谈做准备。

领导 & 战略

在与贸易相关的政治和法规方面,得到及时的、有数据驱动的见解。追踪与您所在行业相关的转换趋势。

调研机构 & 媒体

Leverage our ideas generation with event-driven, transparent, fact-based analysis. Discover how trade data can be applied to real world research problems.

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Research the right way

We bring Panjiva's unique data and technology to bear on global trade events, issues and concepts. With Panjiva Research, you can:

  • Gain data-driven insights into politics, economics, logistics and industries
  • View concise, visual, content-rich written analysis
  • Obtain links to source documents, Panjiva data and high quality resources from across the world of trade
  • Receive daily emails of the most vital information about global trade

Research on Logistics

Whatever your do, you rely on logistics. Access analysis of the competitive dynamics and corporate finances of the shipping companies, as well as the impact of port activity and shipping rates on your business.


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Strong Jets, Disciplined Ships Lead Expeditors To Beat Its Peers

Expeditors International continued a strong run of 4Q revenues from the freight forwarders with a 16% rise on a year earlier. That was 6% points better than expected, echoing results from CH Robinson and XPO. Stronger air freight volumes were a likely driver as ocean volumes only increased by 1%. The latter likely reflects a discipline with regards to market share that was reflected in profitability too. While the company’s EBITDA margin was only the same as a year earlier at 11.2%, that compared to 10.7% expected and a decline seen across the sector. Both UPS and CH Robinson saw faster volume growth, but disappointed on profitability. Expeditors doesn’t see a significant change in its tax rate from tax reform, so may be unlikely to compete more aggressively this year.

Research on Manufacturing Industries

Learn what trade data can tell you about industries from commodities and food to electronics and autos with concise, regular updates.


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“Fast Toys” May Be Difficult To Achieve With Seaborne Shipping Reliance

The focus of the toy industry is turning as much to supply chain efficiencies as the latest hot toy for the 2018 holiday season. A key challenge is that the value-to-volume ratio for most toys makes sea- rather than airfreight more economical, but leads to protracted lead times. Many companies are looking to borrow “fast fashion” techniques. U.S. imports increased 2% on a year earlier in 2017, with 15.8% of shipments in October vs. 15.3% in prior years showing somewhat more condensed shipping schedules. The perils of getting shipping timings wrong can be seen from Spinmaster’s Hatchimals in 2016 where deliveries peaked at 523 TEUs in September but with later deliveries only coming in January. They did not make the same mistake in 2017. Meanwhile WowWee’s imports of Fingerlings have surged in January 2018 – the normal trough season – possibly reflecting a shortfall of stocks vs. demand ahead of the holidays.

Research on Economics

Get the story behind the story with in-depth analysis of what is driving trade in the world’s largest economies.


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Japan Has China To Thank for Export Boom, U.S. Relations Still a Problem

Japanese exports got off to a strong start in 2018 with a 12% increase vs. a year earlier. That beat the 10% expected by economists, and was largely due to a 23% rise in machinery exports. Shipments in the automotive sector lagged though (but still rose 7%) due to weakening auto-sales globally. Exports to China led the way with a 31% increase on a year earlier, while shipments to the U.S. only increased by 1%. That was the slowest since April but still resulted in a 5% rise in the 12 month trailing trade surplus to 6.97 trillion yen ($65.4 billion), which will cast a pall over future trade meetings between the two countries that are led by Vice President Pence.

Research on Politics

Shifting policies, regulations and trade deals move the goal posts - get the data and facts behind the hype.


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ITC Unplugs SA and Ukraine Wire Rod Exports, But 232 Complications Await

The U.S. ITC has determined that exports of steel wire rod from South Africa and Ukraine have injured U.S. industry, allowing the Commerce Department to apply duties. The case has been partly successful – imports from South Africa and Ukraine have been zero since August, but total imports only fell 15% in the fourth quarter on a year earlier. One complexity in this, and other cases going forward, is the overlap with the section 232 review of the industry more broadly. While that is designed to be additive, the as-yet-unknown implementation of tariffs or quotas in the section 232 review may change supply chain behaviors in specific products.

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