日本海事新聞ニュース Japan Maritime Daily Jun 15, 2026 (Mon)

NYK will firmly support ONE’s new structure

Tomotaka Aso, Managing Executive Officer and Chief Executive of Liner & Logistics Headquarters, NYK

　NYK’s Liner & Logistics Headquarters oversees operations through affiliated companies and group com ・・・ 続きはログインして下さいnext %E3%80%80NYK%E2%80%99s+Liner+%26+Logistics+Headquarters+oversees+operations+through+affiliated+companies+and+group+companies+engaged+in+businesses+such+as+container+shipping+and+logistics.+It+has+now+become+a+key+pillar+supporting+the+earnings+of+the+NYK+Group+as+a+whole.+Amid+rising+geopolitical+risks%2C+we+asked+Managing+Executive+Officer+Tomotaka+Aso%2C+who+was+appointed+Chief+Executive+of+Liner+%26+Logistics+Headquarters%2C+about+business+challenges+and+other+issues.+%3Cbr%3E%28Interviewers%3A+Takehiko+Hatano%2C+Masato+Kamiko%29+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+More+than+100+employees+on+secondment+%3Cbr%3E%E3%80%80--Could+you+tell+us+about+your+aspirations+upon+assuming+the+position+of+chief+executive%3F+%3Cbr%3E%E3%80%80%E2%80%9CI+am+aware+that+in+the+short+term+there+are+various+developments%2C+including+military+conflict+involving+the+United+States%2C+Israel%2C+and+Iran%2C+rising+geopolitical+risks%2C+and+US+trade+policy%2C+but+as+chief+executive%2C+I+want+to+keep+a+medium-+to+long-term+perspective.+Without+being+dictated+by+short-term+developments%2C+I+want+to+keep+a+long-term+growth+perspective+on+the+businesses+under+my+supervision+and+work+on+them+without+losing+sight+of+that+course.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CI+am+responsible+for+Ocean+Network+Express+%28ONE%29+in+the+container+shipping+business%2C+Yusen+Logistics+%28NYK+Logistics%29+in+the+logistics+business%2C+Kinkai+Yusen+Kaisha+in+domestic+coastal+shipping%2C+port+operations%2C+and+tugboats.+The+figures+for+liner+shipping+in+the+financial+results+briefing+reflect+those+of+ONE+and+the+port+and+tugboat+businesses%2C+and+figures+for+logistics+reflect+those+of+NYK+Logistics+and+Kinkai+Yusen+Kaisha.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CSince+affiliated+companies+such+as+ONE+and+NYK+Logistics+handle+these+business+areas%2C+the+headquarters+has+over+20+staff+members+and+focuses+mainly+on+corporate+management.+However%2C+we+second+more+than+100+employees+to+affiliated+companies.%E2%80%9C+%3Cbr%3E%E3%80%80--How+do+you+evaluate+ONE%2C+which+is+responsible+for+the+container+shipping+business%3F+%3Cbr%3E%E3%80%80%E2%80%9CIt+was+tough+immediately+after+the+launch+of+the+service%2C+but+afterward%2C+by+capturing+demand+during+the+coronavirus+pandemic%2C+the+company+strengthened+its+resilience+and+grew+into+a+fully+fledged+company.+In+that+sense%2C+what+is+particularly+noteworthy+is+that%2C+rather+than+the+substantial+profits+posted+in+FY2021+and+FY2022+due+to+special+demand+during+the+coronavirus+pandemic%2C+the+company+has+developed+a+business+structure+capable+of+steadily+generating+profits+in+FY2023+and+FY2025%2C+when+the+container+market+was+sluggish.+This+can+be+described+as+a+major+change+compared+with+the+pre-integration+days%2C+when+the+individual+companies+fell+into+the+red+during+market+downturns.%E2%80%9C+%3Cbr%3E%E3%80%80--Regarding+ONE%2C+progress+on+the+company%E2%80%99s+medium-term+plan+was+announced+in+conjunction+with+the+earnings+announcements+of+its+three+shareholders.+%3Cbr%3E%E3%80%80%E2%80%9CGiven+that+two+years+have+passed+since+ONE+formulated+its+medium-term+plan%2C+%E2%80%99ONE2030%2C%E2%80%99+in+March+2024%2C+we+reported+on+its+progress.+The+basic+figures+remain+unchanged%2C+but+the+dividend+payout+ratio%2C+which+had+been+set+at+30%25+or+higher%2C+was+raised+to+40%25.+Also%2C+while+the+planned+investment+amount+for+the+seven+years+%28a+total+of+%2435+billion%29+remains+unchanged%2C+the+allocation+to+the+terminal+sector+was+increased.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CONE+has+made+progress+in+the+transfer+of+terminals+from+its+three+shareholders%2C+but+it+is+undeniable+that+it+remains+underweight+in+this+area+compared+with+its+competitors.+The+other+day%2C+we+announced+our+investment+in+the+Port+of+Busan%2C+and+going+forward+we+will+step+up+investment+in+terminals.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Separating+supervision+and+execution+%3Cbr%3E%E3%80%80--We+would+also+like+to+ask+about+ONE%E2%80%99s+organizational+structure.+%3Cbr%3E%E3%80%80%E2%80%9CAt+the+time+of+ONE%E2%80%99s+launch%2C+CEO+%28Chief+Executive+Officer%29+Jeremy+Nixon+and+Managing+Directors+%28MDs%29+from+the+three+shareholder+companies+were+at+the+helm+of+the+Singapore+headquarters.+We+refer+to+the+Singapore+headquarters+as+OpCo+%28Operating+Company%29%2C+and+it+was+initially+structured+to+focus+on+operations+in+order+to+get+the+company+on+track.+After+experiencing+high+profitability+during+the+coronavirus+pandemic+and+entering+the+next+growth+phase+as+ONE%2C+the+OpCo+changed+the+members+of+its+board+of+directors+in+2024+and+established+a+four-person+management+structure+consisting+of+the+CEO+and+outside+directors+separately+dispatched+by+the+three+shareholder+companies.+The+three+MDs%2C+who+were+former+members%2C+are+assigned+to+focus+exclusively+on+execution+as+Global+Chief+Officers+%28GCOs%29%2C+establishing+a+sound+management+structure+that+separates+supervision+from+execution.+It+has+been+two+years+since+the+structure+separating+supervision+and+execution+was+put+in+place%2C+and+looking+from+a+shareholder%E2%80%99s+perspective%2C+I+feel+that+transparency+and+visibility+have+improved+and+that+it+is+functioning+well.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CAnd+CEO+Nixon%2C+who+had+been+at+the+helm+of+ONE%2C+will+step+down+at+the+end+of+June+2026%2C+and+Till+Ole+Barrelet+will+assume+the+position+of+new+CEO+in+July.+The+company+also+reviewed+its+executive+structure+in+line+with+the+CEO+transition.+Previously%2C+three+GCOs+from+the+three+companies+had+been+responsible+for+the+three+divisions+of+administration%2C+route+planning+%26+fleet+development%2C+and+commercial%2C+but+the+structure+was+reorganized+into+a+flatter+one+by+increasing+the+number+of+division+heads+reporting+directly+to+the+CEO+from+three+to+seven.+At+the+time+of+its+launch%2C+ONE+had+a+fleet+of+200+vessels+with+a+capacity+of+1.5+million+TEU%2C+but+it+now+has+270+vessels+with+a+capacity+of+2.14+million+TEU+%28according+to+Alphaliner%E2%80%99s+figures+as+of+the+end+of+May%29.+As+the+company+has+grown+in+scale%2C+it+has+become+necessary+to+review+the+organization+accordingly.+The+management+structure+led+by+the+seven+division+heads+has+been+in+operation+since+April%2C+before+the+CEO+transition.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CUnder+CEO+Barrelet+from+July%2C+the+new+structure+will+truly+begin+operating+in+both+name+and+substance%2C+and+I+believe+that+we%2C+as+shareholders%2C+must+provide+solid+support+so+that+ONE+can+achieve+further+growth+in+the+next+stage.+The+composition+of+OpCo%E2%80%99s+board+of+directors+changed+due+in+part+to+personnel+reshuffles+at+the+three+shareholder+companies%2C+but+all+of+the+new+appointees+have+deep+experience+in+container+shipping%2C+which+is+reassuring.+I+hope+the+board+of+directors+and+the+executive+team+will+communicate+closely+as+they+steer+the+company.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Also+important+for+talent+development+%3Cbr%3E%E3%80%80--How+are+you+involved+with+ONE+in+ways+other+than+as+a+shareholder%3F+%3Cbr%3E%E3%80%80%E2%80%9CAs+NYK%2C+we+would+like+to+continue+dispatching+employees+to+ONE.+Because+container+shipping+is+a+network-based+business+and+differs+from+the+types+of+shipping+business+that+NYK+operates+directly%2C+there+is+much+to+learn+from+it%2C+making+it+important+from+the+standpoint+of+human+resource+development+as+well.+Having+been+seconded+to+ONE+myself%2C+I+feel+that+very+strongly.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9COn+the+other+hand%2C+it+is+also+important+for+ONE+to+develop+its+own+employees%2C+so+as+shareholders%2C+we+would+like+to+support+that+and+work+together+to+do+what+is+best.%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+the+direction+of+NYK+Logistics%2C+which+is+responsible+for+the+logistics+business%3F+%3Cbr%3E%E3%80%80%E2%80%9CWith+Ocean+Network+Express+%28ONE%29%2C+which+operates+the+container+shipping+business%2C+having+become+an+equity-method+affiliate%2C+our+wholly+owned+subsidiary+NYK+Logistics+has+come+to+play+a+major+role+as+our+core+business+engaged+in+network-based+operations.+There+is+no+doubt+that+the+logistics+business+is+also+a+growth+sector%2C+and+as+NYK+we+intend+to+support+NYK+Logistics+through+human+resources+and+capital+policy+measures.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Clarifying+lines+of+responsibility+%3Cbr%3E%E3%80%80--NYK+Logistics+significantly+changed+its+management+structure+from+FY2025.+%3Cbr%3E%E3%80%80%E2%80%9CFrom+April+2025%2C+having+established+Yusen+Logistics+Global+Management+%28YLGM%29%2C+NYK+Logistics+separated+the+Group%E2%80%99s+global+headquarters+%28GHQ%29+functions+from+the+role+of+its+Japan+business+%28YLK%29.+YLGM+serves+as+the+driving+force+behind+global+management%2C+taking+charge+of+formulating+strategies+for+the+entire+NYK+Logistics+Group+to+advance+management+sophistication%2C+while+also+putting+in+place+a+structure+to+capture+growth+in+global+markets+by+clarifying+lines+of+responsibility.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CNYK+Logistics+was+established+in+2010+through+the+integration+of+Yusen+Air+%26+Sea+Service+and+the+logistics+business+of+NYK+itself.+In+2018%2C+it+was+delisted+and+became+a+wholly+owned+subsidiary+of+NYK%2C+but+the+challenge+was+that+aspects+of+the+previous+way+of+operating+still+remained.+Within+NYK+Logistics+as+well%2C+there+was+a+strong+recognition+that%2C+to+achieve+further+growth%2C+something+was+needed+to+break+through+barriers+rather+than+simply+continuing+past+practices.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CThe+organizational+changes+brought+about+by+the+launch+of+YLGM+made+it+possible+to+clarify+responsibilities+at+bases+in+each+country%2C+including+Japan%2C+and+implement+talent+management%2C+enabling+a+more+far-reaching+transformation.+The+official+language+of+YLGM+is+English%2C+which+is+also+used+in+meetings+and+documents.+I+attended+a+meeting%2C+and+it+was+handled+very+thoroughly%3B+this+is+not+merely+superficial+internationalization%2C+but+its+substance+is+also+thoroughly+pursued.+The+management+style+I+had+long+envisioned+has+been+realized%2C+and+I+can+say+that+2025+marked+a+major+break+from+the+conventional+system.%E2%80%9C+%3Cbr%3E%E3%80%80+%3Cbr%3E%E3%80%80%E2%96%A0+Expected+synergies+%3Cbr%3E%E3%80%80--In+the+previous+period%2C+NYK+Logistics+acquired+the+healthcare+logistics+business+of+Europe%E2%80%99s+Walden+Group.+%3Cbr%3E%E3%80%80%E2%80%9CThe+company+has+carried+out+several+M%26A+%28Mergers+%26+Acquisitions%29+deals+in+the+past%2C+but+this+is+the+first+time+the+total+acquisition+value+has+reached+230+billion+yen.+Even+for+the+NYK+Group+as+a+whole%2C+this+is+one+of+the+largest+M%26A+deals+in+its+history.+In+addition+to+goodwill+amortization%2C+integration+costs+will+also+be+incurred+during+the+first+two+years%2C+making+the+burden+heavy.+However%2C+healthcare+logistics+has+high+barriers+to+entry+and+is+expected+to+deliver+stable+growth.+It+also+envisions+a+path+to+contributing+to+profits+from+FY2028+through+the+creation+of+synergies.%E2%80%9C+%3Cbr%3E%E3%80%80--Can+we+say+that+this+marks+a+pause+in+large-scale+M%26A+in+the+logistics+sector%3F+%3Cbr%3E%E3%80%80%E2%80%9CIt%E2%80%99s+hard+to+say%2C+since+it+depends+on+the+individual+deal.+If+there+are+good+deals+in+the+fields+or+regions+we+want+to+focus+on%2C+we+would+like+to+consider+them.+However%2C+the+M%26A+market+is+very+active+right+now.+Acquisition+prices+are+also+trending+upward%2C+so+we+do+not+intend+to+proceed+blindly+just+because+a+deal+looks+attractive%3B+we+want+to+be+highly+selective.%E2%80%9C+%3Cbr%3E+%3Cbr%3E+%3Cbr%3E%E3%80%80Tomotaka+Aso+graduated+from+Hitotsubashi+University+in+1994+and+joined+NYK.+After+serving+as+Head+of+the+PCTC+First+Group+Coordination+Team%2C+a+secondee+to+Ocean+Network+Express%2C+and+Head+of+the+Planning+Group%2C+he+became+an+Executive+Officer+in+2023.+He+has+held+his+current+position+since+April+2026.+He+is+54+years+old+and+from+Kanagawa+Prefecture.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

【新本部長に聞く】日本郵船常務執行役員ライナー&ロジスティクス事業統轄本部長・阿曽智孝氏、中長期の視点忘れず

2026/06/15(月)

日本海事新聞 JMD

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