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日本海事新聞ニュース Japan Maritime Daily Oct 06, 2026 (Tue)

Facing an unprecedented supply-demand crunch for PCTCs

PCTC orders exceed 70 again this year

　The supply-demand crunch for PCTCs, which transport finished vehicles, construction machinery and o ・・・続きはログインして下さいnext %E3%80%80The+supply-demand+crunch+for+PCTCs%2C+which+transport+finished+vehicles%2C+construction+machinery+and+other+cargo%2C+is+becoming+increasingly+severe.+The+rise+of+Chinese+automakers+has+triggered+explosive+growth+in+seaborne+vehicle+shipments.+Despite+a+large+influx+of+newbuilding+PCTCs%2C+supply+has+been+unable+to+keep+pace+with+demand+growth.+The+future+trajectory+of+Chinese+automakers%E2%80%99+exports+will+be+the+main+focus%2C+though+some+expect+exports+to+remain+high+as+Chinese+vehicles+gain+market+share.+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%80%9CThe+impact+of+the+development+and+upgrading+of+China%E2%80%99s+automotive+industry+on+the+roll-on%2Froll-off+%28RORO%29+shipping+sector%2C+including+PCTCs%2C+is+comparable+to+the+impact+that+China%E2%80%99s+resource+imports+had+on+the+bulker+and+tanker+sectors+in+the+2000s.%E2%80%9C+%3Cbr%3E%E3%80%80Lasse+Kristoffersen%2C+CEO+%28chief+executive+officer%29+of+Wallenius+Wilhelmsen+%28WW%29%2C+a+major+European+PCTC+operator%2C+made+these+remarks+at+a+briefing+on+the+business+environment+held+in+late+September.+%3Cbr%3E%E3%80%80Anders+Redigh+Karlsen+of+the+company+added%2C+%E2%80%9CWhat+is+sweeping+through+the+PCTC+industry+is+not+an+expansion+of+the+vehicle+sales+market%2C+but+a+massive+wave+of+structural+change+in+the+market+driven+by+Chinese+automakers.%E2%80%9C+%3Cbr%3E%E3%80%80The+proportion+of+vehicles+transported+by+sea+has+increased+as+Chinese+automakers+have+taken+market+share+from+competitors+in+Europe%2C+the+United+States+and+elsewhere.+With+exports+from+Japan+and+South+Korea+remaining+robust%2C+exports+from+China+have+surged%2C+making+the+concentration+of+export+hubs+in+Asia+even+more+pronounced+and+further+tightening+PCTC+capacity.+%3Cbr%3E%E3%80%80In+the+late+2000s%2C+too%2C+PCTC+capacity+failed+to+keep+pace+with+rising+transport+demand%2C+and+vehicles+were+sometimes+transported+on+container+ships%2C+refrigerated+ships+and+other+vessels+instead.+This+time%2C+%E2%80%9Cthe+most+distinctive+feature+is+the+speed+of+growth+in+exports+from+China%2C%E2%80%9C+according+to+CEO+Kristoffersen.+%3Cbr%3E%E3%80%80Karlsen+compared+the+time+it+took+Japan%2C+South+Korea+and+China+to+reach+the+next+stage+after+their+annual+vehicle+exports+reached+one+million+units.+%E2%80%9CIn+the+six+years+after+reaching+the+one-million-unit+mark%2C+Japan%E2%80%99s+exports+rose+from+1+million+to+3.7+million+vehicles%2C+while+South+Korea%E2%80%99s+increased+from+1.2+million+to+1.5+million.+China%2C+meanwhile%2C+is+on+course+to+see+its+exports+rise+from+1.5+million+to+10+million+vehicles.+During+that+period%2C+China+overtook+South+Korea+and+Japan%2C+and+even+surpassed+their+combined+total.%E2%80%9C+%3Cbr%3E%E3%80%80China%E2%80%99s+vehicle+exports+have+grown+at+a+phenomenal+pace.+Despite+an+increase+in+fleet+capacity+following+the+delivery+of+nearly+200+newbuilding+PCTCs+since+2023%2C+with+very+few+older+vessels+scrapped%2C+transport+demand+from+shippers+in+China+and+elsewhere+still+cannot+be+fully+met.+%3Cbr%3E+%3Cbr%3E%E2%96%A0+Will+China%E2%80%99s+car+exports+remain+high%3F+%3Cbr%3E+%3Cbr%3E%E3%80%80A+key+question+in+forecasting+the+future+supply-demand+balance+for+PCTCs+is+how+long+the+growth+in+car+exports+from+China+will+continue.+%3Cbr%3E%E3%80%80The+rapid+gains+in+market+share+by+Chinese+automakers%E2%80%99+cars+in+markets+including+Australia+and+the+UK+%E2%80%9Cdemonstrate+that+Chinese+cars+have+evolved+into+products+consumers+buy+for+their+balance+of+quality+and+price%2C+and+that+they+are+accurately+meeting+consumer+needs%2C%E2%80%9C+Karlsen+said.+%3Cbr%3E%E3%80%80With+the+world%E2%80%99s+largest+domestic+market+of+more+than+30+million+vehicles+as+its+foundation%2C+China+has+developed+its+automotive+industry+through+fierce+competition+among+more+than+70+brands.+Competition+has+driven+improvements+in+quality+and+technological+innovation%2C+helping+Chinese+cars+gain+acceptance+in+the+global+market.+%3Cbr%3E%E3%80%80Some+have+suggested+that+Chinese+automakers+are+exporting+vehicles+they+cannot+sell+domestically%2C+or+questioned+whether+inventories+are+piling+up+in+export+markets.+%3Cbr%3E%E3%80%80In+response%2C+Karlsen+explained+that+exports+were+in+line+with+actual+demand%3A+%E2%80%9CBy+comparing+China%E2%80%99s+export+data+with+new+vehicle+registrations+in+importing+countries%2C+taking+into+account+time+lags+and+other+factors%2C+we+found+a+strong+correlation+between+local+import+volumes+and+sales+volumes.%E2%80%9C+%3Cbr%3E%E3%80%80Responding+to+the+observation+that+exports+would+inevitably+be+affected+by+tariffs+and+other+policies+designed+to+protect+industries+in+importing+countries%2C+he+cited+Japan+and+South+Korea+as+examples%2C+saying%2C+%E2%80%9CSome+production+will+shift+to+local+manufacturing%2C+but+exports+will+continue.+It+will+likely+take+the+form+of+a+combination+of+local+production+and+exports.%E2%80%9C+%3Cbr%3E%E3%80%80Chinese+shippers+are+also+taking+steps+to+stabilize+maritime+transport%2C+perhaps+in+anticipation+of+continued+high+levels+of+vehicle+exports.+%E2%80%9CDemand+for+long-term+partnerships+has+increased+dramatically+over+the+past+year%2C%E2%80%9C+said+CEO+Kristoffersen.+%3Cbr%3E%E3%80%80Orders+for+newbuilding+PCTCs+have+surged+to+73+so+far+this+year+from+nine+last+year%2C+reaching+a+level+comparable+to+the+70-80+vessels+ordered+annually+in+2022-2024.+This+surge+may+also+have+been+driven+by+rising+demand+for+vessel+capacity%2C+primarily+for+China%2C+encouraging+investment+in+ships.+%3Cbr%3E%E3%80%80According+to+WW%2C+the+global+PCTC+fleet+comprises+approximately+950+vessels%2C+with+around+180+newbuilds+on+order.+The+ratio+of+vessels+on+order+to+the+existing+fleet+reached+42%25+several+years+ago%2C+then+fell+to+20%25+following+a+wave+of+newbuild+deliveries+from+2023+onward%2C+before+rising+again+to+25%25.+%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