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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
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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.

20190122-jb-hunt-margins

Tariff Quote Watch: JB Hunt Missed Out on Tariff Boom, Will Face Crunch

JB Hunt reported 4Q 2018 profit margins of 16.0% at the EBITDA line compared to 12.5% a year earlier. The trucking firm managed to improve productivity, but only saw a 1.0% growth in volumes in its intermodal business after missing out on the pre-tariff surge. For the new year EVP for Intermodal operations, Terrence Matthews, has stated that container-lines are seeing 90% capacity utilization, “which should make January equal to or better from an intermodal standpoint” compared to a year earlier. The lunar new year also falls earlier than last year – in 2011 when the new year holiday started around the same time imports in January rose 14.6% on a year earlier for seaborne shipments to Los Angeles and Long Beach from China. Aside from seasonality though JB Hunt’s intermodal volumes will depend on the outcome of U.S.-China trade negotiations. Either outcome – reduced tariffs from March leading to normalized trade or increased tariff which cut trade in the coming months – could make its life harder in the second and third quarters.

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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.

20190118-cma-cgm-asia-mex-total

Autos Slowdown Could Take an Axe to CMA-CGM’s ACSA Volumes

CMA-CGM has restructured its ACSA-1 container-line service that runs from eight Asian ports to the Mexican ports of Manzanillo and Lazaro Cardenas in Mexico to include an extra loop at the Asian end. Service optimization is an increasingly important part of container-line strategies. The move comes after a 17.2% year over year surge in shipments between the eight Asian ports and two Mexican ports in the three months to Nov. 30. The outlook may be more challenging. Imports by the big six automakers using the ports, led by Mazda and Nissan, actually fell 20.2% over the same period due to weak U.S. auto sales. They could fall further in the future as the U.S.-Mexico-Canada Agreement trade deal comes into effect, encouraging manufacturing in Mexico rather than overseas.

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Research on Economics

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

20190117-panalpina-dsv-share-prices

DSV-Panalpina Will Be Balanced, Opportunities and White Knights May Be Limited

Consolidation in the freight forwarding sector has returned following DSV’s unsolicited $4.2 billion bid for Panalpina. DSV has indicated the deal provides “significant growth opportunities and potential for value creation”. DSV has higher profit margins than Panalpina, with an EBITDA margin of 7.9% versus 4.2% in the 12 months to Sept. 30. That would suggest there is some room for cost cutting through best practice sharing. The combined business would have a more balanced revenue stream with 27.6% having come from ocean freight based on 2017 data, 32.4% from air freight and the remainder from logistics services. By contrast DSV currently is much more reliant on logistics services. There may be limited room for cross-selling as the two groups have a similar mix of ocean-freight business on U.S.-inbound lanes with China representing 37.0% of DSV’s business and 34.5% of Panalpina’s. The new company may have more pricing power, being the fourth largest forwarder for U.S.-inbound seaborne freight, with its container-service providers. Those are led by Hapag-Lloyd at 23.5% of volumes followed by Maersk at 16.9% and CMA-CGM with 16.5%. Panalpina’s stock price is close to DSV’s offer suggesting investors do not appear to be expecting a “white knight” buyer. The ongoing trend towards integration between forwarders and container-lines may be one source of such a bidder, though its top three liner service providers already have some form of tie to a Panalpina competitor. That doesn’t rule out horizontal integration or a deal with a smaller container-line however.

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Research on Politics

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

20190118-rice-pricing

Indian Rice May Need More Export Subsidies To Stay On The Boil

Competition between Asian rice exporters is growing after the Indian government applied a 5% export subsidy in late 2018. While the subsidy is due to expire in March it will likely be continued ahead of elections scheduled to begin in April. While Indian rice exports have expanded – U.S. seaborne imports grew 16.2% in the fourth quarter of 2018 vs. a year earlier – they have only kept pace with shipments from Thailand. Additionally rough rice prices fell 13.9% in December from May’s peak, indicating competition has already become more aggressive. The most important markets for Indian rice exporters remain those in the Middle East, with Iran accounting for 15.2% of exports in the 12 months to Oct. 31. Ability-to-pay for the latter may be an issue as U.S. sanctions bite. With a fragmented export industry – the largest exporter, Supple Tek had a share of just 7.2% – government support looks set to continue.

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