{"id":23445,"date":"2025-12-29T10:10:14","date_gmt":"2025-12-29T01:10:14","guid":{"rendered":"https:\/\/www.tradlinx.com\/blog\/?p=23445"},"modified":"2025-12-29T10:13:07","modified_gmt":"2025-12-29T01:13:07","slug":"%ed%95%b4%ec%83%81%ec%9a%b4%ec%9e%84-%ec%83%88%ed%95%b4-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%8b%ac%ec%83%81%ec%b0%ae%ec%9d%80-%eb%b3%80%eb%8f%99-2026%eb%85%84-%eb%ac%bc%eb%a5%98%eb%b9%84","status":"publish","type":"post","link":"https:\/\/www.tradlinx.com\/blog\/market-trend\/%ed%95%b4%ec%83%81%ec%9a%b4%ec%9e%84-%ec%83%88%ed%95%b4-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%8b%ac%ec%83%81%ec%b0%ae%ec%9d%80-%eb%b3%80%eb%8f%99-2026%eb%85%84-%eb%ac%bc%eb%a5%98%eb%b9%84\/","title":{"rendered":"\ud574\uc0c1\uc6b4\uc784, \uc0c8\ud574 \uc55e\ub450\uace0 \uc2ec\uc0c1\ucc2e\uc740 \ubcc0\ub3d9\u2026 2026\ub144 \ubb3c\ub958\ube44 \uc804\ub7b5\uc740?"},"content":{"rendered":"\n

\uc548\ub155\ud558\uc138\uc694. \ubb3c\ub958\uc758 \uc0c8\ub85c\uc6b4 \uae30\uc900, \ud2b8\ub808\ub4dc\ub9c1\uc2a4<\/strong> \uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5f0\ub9d0\uc774\uba74 \ubcf4\ud1b5 \ubb3c\ub3d9\ub7c9\uc774 \uc904\uc5b4\ub4e4\uba70 \uc7a0\uc2dc \uc228 \uace0\ub974\uae30\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uac83\uc774 \uc77c\ubc18\uc801\uc785\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc62c\ud574 \ubd84\uc704\uae30\ub294 \uc0ac\ubb47 \ub2e4\ub985\ub2c8\ub2e4. ‘\uc774\uc81c \uc880 \uc548\uc815\ub418\ub098’ \uc2f6\uc5c8\ub358 \ud574\uc0c1\uc6b4\uc784\uc774 \ub2e4\uc2dc \ub110\ub6f0\uace0\uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ube44\uc218\uae30\uc784\uc5d0\ub3c4 \uc120\uc0ac\ub4e4\uc740 \ubc30\ub97c \uc904\uc774\uba70 \uc6b4\uc784\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\uace0, \ud654\uc8fc\ub4e4\uc740 \ub2e4\uac00\uc62c \ucd98\uc808(Lunar New Year) \uac71\uc815\uc5d0 \ubc8c\uc368\ubd80\ud130 \ubb3c\ub7c9\uc744 \ubc00\uc5b4\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \uc7a0\uc7a0\ud574\uc9c8 \uc904 \uc54c\uc558\ub358 \ud64d\ud574 \ub9ac\uc2a4\ud06c\uae4c\uc9c0 \ub2e4\uc2dc \uace0\uac1c\ub97c \ub4e4\uace0 \uc788\uc8e0.<\/p>\n\n\n\n

\uacfc\uc5f0 \uc774 \ud750\ub984\uc774 \uc77c\uc2dc\uc801\uc778 \ud604\uc0c1\uc77c\uae4c\uc694, \uc544\ub2c8\uba74 2025\ub144 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uc0c8\ub85c\uc6b4 \ud30c\ub3c4\uc758 \uc2dc\uc791\uc77c\uae4c\uc694?<\/p>\n\n\n\n

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“\ube44\uc218\uae30 \ub9de\uc544?” \ub2e4\uc2dc \uafc8\ud2c0\ub300\ub294 \ud0dc\ud3c9\uc591 \ub178\uc120<\/strong><\/h2>\n\n\n\n
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4\ubd84\uae30\ub294 \uc804\ud1b5\uc801\uc73c\ub85c \ubb3c\ub958 \uc2dc\uc7a5\uc758 \ube44\uc218\uae30\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ucd5c\uadfc \ud0dc\ud3c9\uc591 \ucee8\ud14c\uc774\ub108 \uc2dc\uc7a5\uc740 \uc608\uc678\uc801\uc778 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

Freightos\uc758 \ucd5c\uc2e0 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74, \uc9c0\ub09c\uc8fc \ubbf8 \uc11c\uc548(West Coast) \ud5a5 \uc6b4\uc784\uc740 \uc57d 8%(200\ub2ec\ub7ec) \uc0c1\uc2b9\ud558\uc5ec 40\ud53c\ud2b8 \ucee8\ud14c\uc774\ub108(FEU) \ub2f9 2,100\ub2ec\ub7ec \uc120<\/strong>\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc218\uc694\uac00 \ub0ae\uc740 \uc2dc\uae30\uc784\uc5d0\ub3c4 \uc6b4\uc784\uc774 \uc624\ub974\ub294 \uc774\uc720\ub294 \uc120\uc0ac\ub4e4\uc774 \uc784\uc2dc \uacb0\ud56d(Blank Sailing)\uc744 \ub298\ub9ac\uba70 \uacf5\uae09\uc744 \uc870\uc808\ud558\uace0, 2\uc8fc \ub2e8\uc704\ub85c \uc6b4\uc784 \uc778\uc0c1(GRI)\uc744 \uc2dc\ub3c4\ud558\uba70 \uac00\uaca9 \ubc29\uc5b4\uc5d0 \ub098\uc130\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubbf8 \ub3d9\uc548(East Coast)\uc758 \uc0c1\ud669\uc740 \uc9c0\ud45c\uc640 \uccb4\uac10 \uac00\uaca9\uc774 \uc5c7\uac08\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uc2dd\uc801\uc778 \uc6b4\uc784 \uc9c0\ud45c\ub294 3%\uac00\ub7c9 \ud558\ub77d\ud55c 3,000\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c \ub098\ud0c0\ub0ac\uc9c0\ub9cc,\u00a0\uc774\ubc88 \uc8fc \uc2e4\uc81c \uc77c\uc77c \uac00\uaca9(Daily prices)\uc740 \uc624\ud788\ub824 300\ub2ec\ub7ec\uac00\ub7c9 \ubc18\ub4f1\ud558\uc5ec \ud604\uc7ac 3,350\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4<\/strong>. \uc774\ub294 \uc9c0\ub09c 10\uc6d4 \ucd08 \uae30\ub85d\ud588\ub358 \uc800\uc810\ubcf4\ub2e4\ub294 \ub192\uc740 \uac00\uaca9\ub300\uac00 \uc720\uc9c0\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n

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\"\uc774<\/figure>\n\n\n\n
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\ucd98\uc808 \uc55e\ub454 ‘\ubc00\uc5b4\ub0b4\uae30’\uc640 \uc720\ub7fd\ubc1c \uc6b4\uc784 \uae09\ub4f1<\/strong><\/h2>\n\n\n\n
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\uc774\ubc88 \uc6b4\uc784 \uae09\ub4f1\uc138\uac00 \uc2ec\uc0c1\uce58 \uc54a\uc740 \uc774\uc720\ub294 \ub2e8\uc21c\ud55c \uc120\ubcf5 \uc870\uc808 \ub54c\ubb38\ub9cc\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ub2e4\uac00\uc624\ub294 ‘\ucd98\uc808(\uc74c\ub825 \uc124)’\uc744 \ub300\ube44\ud574 \ud654\uc8fc\ub4e4\uc774 \uc608\ub144\ubcf4\ub2e4 \ube60\ub974\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc911\uad6d \uacf5\uc7a5\ub4e4\uc774 \ucd98\uc808 \uc5f0\ud734\ub85c \uba87 \uc8fc\uac04 \uac00\ub3d9\uc744 \uba48\ucd94\uae30 \ub54c\ubb38\uc5d0, \uc720\ub7fd\uacfc \ubbf8\uad6d\uc758 \uc218\uc785\uc5c5\uccb4\ub4e4\uc740 \ubcf4\ud1b5 \ubbf8\ub9ac \uc8fc\ubb38\uc744 \ub123\uace4 \ud569\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc62c\ud574\ub294 2024\ub144\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c ‘\ud64d\ud574 \ub9ac\uc2a4\ud06c’\ub77c\ub294 \ubcc0\uc218\uac00 \ub354\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc774\uc5d0\ub530\ub77c \ud654\uc8fc\ub4e4\uc740 \ucd98\uc808 \uc774\ud6c4\uc5d0\ub3c4 \ud64d\ud574 \uc6b0\ud68c \uc6b4\ud56d\uc774 \uacc4\uc18d\ub420 \uacbd\uc6b0 \ud654\ubb3c \uc778\ub3c4\uae4c\uc9c0 \ub108\ubb34 \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub9b4 \uac83\uc744 \uc6b0\ub824\ud574, \uc544\uc608 \uc9c0\uae08 \uc7ac\uace0\ub97c \ud655\ubcf4\ud574 \ub450\ub824\ub294 \uc804\ub7b5\uc744 \ud0dd\ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ub807\uac8c ‘\uc120\uc81c\uc801 \ubb3c\ub7c9 \ud655\ubcf4(Early start)’ \uc218\uc694\uac00 \ubab0\ub9ac\uba74\uc11c \uc6b4\uc784\uc740 \uc218\uc9c1 \uc0c1\uc2b9<\/strong>\ud558\uace0\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc2e4\uc81c\ub85c \uc9c0\ub09c\uc8fc \uc544\uc2dc\uc544-\ubd81\uc720\ub7fd \uc6b4\uc784\uc740 11% \uc62c\ub77c 2,700\ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\uace0, \uc9c0\uc911\ud574 \ub178\uc120\uc740 15%\ub098 \uae09\ub4f1\ud558\uba70 3,850\ub2ec\ub7ec(\uc77c\uc77c \uac00\uaca9 4,000\ub2ec\ub7ec \uc0c1\ud68c)\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c0\ub09c\uc5ec\ub984 \uc131\uc218\uae30 \uc774\ud6c4 \ubcfc \uc218 \uc5c6\uc5c8\ub358 \ub192\uc740 \uc218\uc900\uc73c\ub85c, \ud654\uc8fc\ub4e4\uc758 \ubd88\uc548 \uc2ec\ub9ac\uac00 \uc2dc\uc7a5 \uac00\uaca9\uc5d0 \uadf8\ub300\ub85c \ubc18\uc601\ub41c \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\ud64d\ud574 \ud56d\ub85c \uc7ac\uac1c \uc2dc\ub098\ub9ac\uc624: \ud63c\ub780 \ud639\uc740 \uae30\ud68c?<\/strong><\/h2>\n\n\n\n
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\ucd5c\uadfc \uba38\uc2a4\ud06c(Maersk)\uac00 2\ub144 \ub9cc\uc5d0 \ud64d\ud574 \uc2dc\ubc94 \uc6b4\ud56d\uc744 \uc2dc\ub3c4\ud558\uace0 ONE\ub3c4 \uc11c\ube44\uc2a4\ub97c \ud655\ub300\ud558\uace0 \uc788\uc9c0\ub9cc, \uc608\uba58 \ud6c4\ud2f0 \ubc18\uad70\uc758 \uc704\ud611\uc774 \uc5ec\uc804\ud574 \uc804\uba74\uc801\uc778 \ubcf5\uadc0\uc5d0\ub294 \uc7a5\ubcbd\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud558\uc9c0\ub9cc \ub9cc\uc57d \ud64d\ud574 \ud56d\ub85c\uac00 \uc644\uc804\ud788 \uc7ac\uac1c\ub41c\ub2e4\uba74 \uc2dc\uc7a5\uc740 \uc5b4\ub5bb\uac8c \ubcc0\ud560\uae4c\uc694? \uc804\ubb38\uac00\ub4e4\uc740 \ud64d\ud574 \ubcf5\uadc0 \uc2dc \uc57d 200\ub9cc TEU\uc758 \uc120\ubcf5\ub7c9\uc774 \uc2dc\uc7a5\uc5d0 \ub2e4\uc2dc \ud480\ub9b4 \uac83<\/strong>\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc911\uc694\ud55c \uc810\uc740 \ubcf5\uadc0 \uc9c1\ud6c4\uc758 \uc0c1\ud669\uc785\ub2c8\ub2e4. \uc120\ubc15\ub4e4\uc774 \ud55c\uaebc\ubc88\uc5d0 \ub3cc\uc544\uc624\uba74\uc11c\u00a0\uc720\ub7fd \ud5c8\ube0c \ud56d\ub9cc\uc5d0\ub294 \uadf9\uc2ec\ud55c \uc120\ubc15 \uc3e0\ub9bc(Bunching)\uacfc \ud63c\uc7a1<\/strong>\uc774 \ubc1c\uc0dd\ud558\uace0, \ubc18\ub300\ub85c \uc120\uc0ac\ub4e4\uc774 \ud68c\uc804\uc728\uc744 \ub192\uc774\ub824\ub2e4 \ubcf4\ub2c8\u00a0\uadf9\ub3d9 \uc9c0\uc5ed \ud56d\ub9cc\uc5d0\uc11c\ub294 \ucee8\ud14c\uc774\ub108 \uc7a5\ube44 \ubd80\uc871<\/strong>\uc774 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. \uc989, \ubcf5\uadc0 \ucd08\uae30\uc5d0\ub294 \uc624\ud788\ub824 \ud63c\ub780\uc73c\ub85c \uc778\ud55c \uc9c0\uc5f0\uacfc \uc6b4\uc784 \uc0c1\uc2b9\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\uacf5\uae09 \uacfc\uc789 \uc18d \ubcc0\uc218, 2026\ub144 \ubb3c\ub958\ube44 \ud5a5\ubc29\uc740?<\/strong><\/h2>\n\n\n\n
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\ud64d\ud574 \ud56d\ub85c \ubcf5\uadc0\ub85c \uc778\ud55c \ud56d\ub9cc \ud63c\uc7a1\uc774 \ud574\uc18c\ub418\uace0 \ub098\uba74, \uc2dc\uc7a5\uc740 \uadfc\ubcf8\uc801\uc778 \uacf5\uae09 \uacfc\uc789(Oversupply)<\/strong> \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud64d\ud574 \ubcf5\uadc0\ub294 \uc774\ubbf8 \uacf5\uae09\uc774 \ub118\uce58\ub294 \uc2dc\uc7a5\uc5d0 \ub354 \ub9ce\uc740 \uac00\uc6a9 \uc6a9\ub7c9\uc744 \ub354\ud558\ub294 \uacb0\uacfc\ub97c \ub0b3\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ube44\ub85d 2026\ub144\uc5d0\ub294 \uc2e0\uc870 \uc120\ubc15 \uc778\ub3c4\uac00 2025\ub144\ubcf4\ub2e4\ub294 \uc904\uc5b4\ub4e4\uaca0\uc9c0\ub9cc, 2027\ub144\uacfc 2028\ub144\uc5d0 \ub2e4\uc2dc \ub192\uc740 \uc218\uc900\uc758 \uc778\ub3c4\uac00 \uc608\uc815\ub418\uc5b4 \uc788\uc5b4 \uc804\ubc18\uc801\uc778 \uacf5\uae09 \uc99d\uac00\uac00 \uc6b4\uc784\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc740 \uc5ec\uc804\ud788 \ud074 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc124\ub839 \ud64d\ud574 \uc6b0\ud68c\uac00 \uc9c0\uc18d\ub41c\ub2e4 \ud558\ub354\ub77c\ub3c4 \ub298\uc5b4\ub098\ub294 \uacf5\uae09\ub7c9\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce60 \uc601\ud5a5\ub825\uc744 \ubb34\uc2dc\ud560 \uc218 \uc5c6\ub294 \uc0c1\ud669\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\uc5d0 \ub530\ub77c, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ucd98\uc808 \uc774\uc804 \uc120\uc801 \uc2a4\ucf00\uc904\uc744 \uc120\uc81c\uc801\uc73c\ub85c \ud655\ubcf4\ud558\ub294 \ub370 \uc9d1\uc911\ud558\uc2dc\ub418, \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294\u00a0\uacf5\uae09 \uacfc\uc789 \uae30\uc870 \uc18d\uc5d0\uc11c\ub3c4 \ud64d\ud574 \uc0ac\ud0dc\uc640 \uac19\uc740 \ub3cc\ubc1c \ubcc0\uc218\uac00 \uc5b8\uc81c\ub4e0 \uc6b4\uc784\uc744 \uc790\uadf9\ud560 \uc218 \uc788\uc74c\uc744 \uc5fc\ub450\uc5d0 \ub450\uace0 \ub9ac\ub4dc\ud0c0\uc784\uc744 \uc720\uc5f0\ud558\uac8c \uad00\ub9ac\ud558\ub294\uac83\uc774 \uc911\uc694\ud574\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\"\"<\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"

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