{"id":23941,"date":"2026-03-30T15:17:58","date_gmt":"2026-03-30T06:17:58","guid":{"rendered":"https:\/\/www.tradlinx.com\/blog\/?p=23941"},"modified":"2026-03-30T16:45:40","modified_gmt":"2026-03-30T07:45:40","slug":"%ec%96%91%eb%b0%8dyang-ming%ec%9d%b4-%ec%98%ac%ed%95%b4-%ed%83%9c%ed%8f%89%ec%96%91-%ed%9a%a1%eb%8b%a8-%ec%97%b0%ea%b0%84-%ea%b3%84%ec%95%bd-%ec%9a%b4%ec%9e%84-%ec%83%81%ec%8a%b9%ec%9d%84-%ed%99%95","status":"publish","type":"post","link":"https:\/\/www.tradlinx.com\/blog\/market-trend\/%ec%96%91%eb%b0%8dyang-ming%ec%9d%b4-%ec%98%ac%ed%95%b4-%ed%83%9c%ed%8f%89%ec%96%91-%ed%9a%a1%eb%8b%a8-%ec%97%b0%ea%b0%84-%ea%b3%84%ec%95%bd-%ec%9a%b4%ec%9e%84-%ec%83%81%ec%8a%b9%ec%9d%84-%ed%99%95\/","title":{"rendered":"\uc591\ubc0d(Yang Ming)\uc774 \uc62c\ud574 \ud0dc\ud3c9\uc591 \ud6a1\ub2e8 \uc5f0\uac04 \uacc4\uc57d \uc6b4\uc784 \uc0c1\uc2b9\uc744 \ud655\uc2e0\ud558\ub294 \uc774\uc720"},"content":{"rendered":"\n

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

\ucd5c\uadfc \ubd81\ubbf8 \uc9c0\uc5ed\uc73c\ub85c\uc758 \uc218\ucd9c\uc744 \ub2f4\ub2f9\ud558\ub294 \ubb3c\ub958 \ubc0f SCM \uc2e4\ubb34\uc790\ubd84\ub4e4\uc758 \uac00\uc7a5 \ud070 \ud654\ub450\ub294 \ub2e8\uc5f0 ‘\uc62c\ud574 \ud0dc\ud3c9\uc591 \ud6a1\ub2e8 \ub178\uc120\uc758 \uc5f0\uac04 \uacc4\uc57d \uc6b4\uc784’\uc77c \uac83\uc785\ub2c8\ub2e4. \uc6b4\uc784 \uc870\uc815\uae30\ub97c \uac70\uce58\uba70 \uc21c\uc774\uc775\uc774 \uac10\uc18c\ud55c 2025\ub144 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\ub358 \ub300\ub9cc\uc758 \uc8fc\uc694 \uc120\uc0ac \uc591\ubc0d(Yang Ming) \ud574\uc6b4\uc774, \ucd5c\uadfc \uae30\uc790\uac04\ub2f4\ud68c\ub97c \ud1b5\ud574 “\uc62c\ud574 \ud0dc\ud3c9\uc591 \ub178\uc120 \uacc4\uc57d \uc6b4\uc784\uc774 \uc791\ub144 \uc218\uc900\uc744 \uc0c1\ud68c\ud560 \uac83”\uc774\ub77c\ub294 \ub69c\ub837\ud55c \uc804\ub9dd\uc744 \ub0b4\ub193\uc558\uc2b5\ub2c8\ub2e4. \ucf00\ube48 \ub9ac(Kevin Lee) \uc591\ubc0d \ud574\uc6b4 \uc0ac\uc7a5\uc774 \uc9c1\uc811 \ubc1d\ud78c \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc758 \ud604\uc8fc\uc18c\uc640 \uc6b4\uc784 \uc0c1\uc2b9\uc758 \ud575\uc2ec \ubc30\uacbd\ub4e4\uc744 \uc2e4\ubb34\uc790\uc758 \uc2dc\uac01\uc5d0\uc11c \uc790\uc138\ud788 \uc9da\uc5b4\ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n

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4\uc6d4 1\uc77c \uc720\ub958\ud560\uc99d\ub8cc \uc804\uaca9 \ub3c4\uc785\uacfc \uc591\ubc0d\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825<\/strong><\/h2>\n\n\n\n
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\uac00\uc7a5 \uba3c\uc800 \uc8fc\ubaa9\ud574\uc57c \ud560 \ubcc0\uc218\ub294 \uae09\ub4f1\ud558\ub294 \uc120\ubc15 \uc5f0\ub8cc\uc720(\ubc99\ucee4\uc720) \uac00\uaca9\uc785\ub2c8\ub2e4. \ubbf8\uad6d-\uc774\uc2a4\ub77c\uc5d8-\uc774\ub780 \uac04\uc758 \ubd84\uc7c1\uc774 \uc2ec\ud654\ub418\uba74\uc11c \uc6d0\uc720 \uac00\uaca9\uc774 \uce58\uc19f\uc790, \uc120\uc0ac\ub4e4\uc740 \ub298\uc5b4\ub09c \ube44\uc6a9\uc744 \ubcf4\uc804\ud558\uae30 \uc704\ud574 \ub2f9\uc7a5 \ub2e4\uac00\uc624\ub294 4\uc6d4 1\uc77c\ubd80\ud130 \uc720\ub958\ud560\uc99d\ub8cc\ub97c \ub3c4\uc785\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc774 \ud560\uc99d\ub8cc\ub294 \uc6b4\ud56d \ub178\uc120\uc774 \uae38\uc5b4\uc9c8\uc218\ub85d \ub354 \ub192\uac8c \ubd80\uacfc\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubc1c\ud2f1\uac70\ub798\uc18c(Baltic Exchange) \uc790\ub8cc\uc5d0 \ub530\ub974\uba74, \uc0c1\uc120\uc5d0\uc11c \uac00\uc7a5 \ub110\ub9ac \uc4f0\uc774\ub294 \ucd08\uc800\uc720\ud669\uc5f0\ub8cc\uc720(VLSFO) \uac00\uaca9\uc740 2\uc8fc \uc804 \ud1a4\ub2f9 1,000\ub2ec\ub7ec \uc120\uc744 \ub3cc\ud30c\ud55c \ub4a4 \ub2e4\uc18c \uc548\uc815\uc138\uc5d0 \uc811\uc5b4\ub4e4\uc5c8\uc73c\ub098, \uc5ec\uc804\ud788 \uc911\ub3d9 \uc9c0\uc5ed \ub0b4 \ubb34\ub825 \ucda9\ub3cc \uc774\uc804\ubcf4\ub2e4 \uac70\uc758 \ub450 \ubc30 \uac00\uae4c\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uc77c \uae30\uc900 \ud56d\ub9cc\ubcc4 VLSFO \ud3c9\uade0 \uac00\uaca9\uc740 \uc2f1\uac00\ud3ec\ub974 841\ub2ec\ub7ec, \uc800\uc6b0\uc0b0 896\ub2ec\ub7ec, \ub85c\ud14c\ub974\ub2f4 723\ub2ec\ub7ec, \ud734\uc2a4\ud134 798\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ub7ec\ud55c \uace0\uc720\uac00 \uc0c1\ud669\uc5d0\uc11c \uc591\ubc0d \ud574\uc6b4\uc740 \ud611\uc0c1\uc758 \uc720\ub9ac\ud55c \uace0\uc9c0\ub97c \uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf00\ube48 \ub9ac \uc0ac\uc7a5\uc740 “\uc5f0\ub8cc\ube44\uac00 \uc804\uccb4 \uc6b4\uc601 \ube44\uc6a9\uc758 \uc57d 17%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc591\ubc0d \uc120\ub300\uc758 60% \uc774\uc0c1\uc740 \uc2a4\ud06c\ub7ec\ubc84(\ud0c8\ud669\uc7a5\uce58)\uac00 \uc7a5\ucc29\ub418\uc5b4 \uc788\uc5b4 \ub354 \uc800\ub834\ud55c \uace0\uc720\ud669\uc5f0\ub8cc\uc720\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub2e4”\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \uc989, \uacbd\uc7c1 \uc120\uc0ac \ub300\ube44 \uc6d0\uac00 \uc808\uac10 \ub2a5\ub825\uc744 \uac16\ucd98 \uc591\ubc0d\uc740 \uae09\ub4f1\ud558\ub294 \uc720\uac00\ub97c \ubc14\ud0d5\uc73c\ub85c 4\uc6d4 \uc911\uc21c\ubd80\ud130 \uc810\uc9c4\uc801\uc73c\ub85c \uccb4\uacb0\ub420 \uc5f0\uac04 \uacc4\uc57d \ud611\uc0c1\uc5d0\uc11c \uc6b4\uc784 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud560 \uc5ec\ub825\uc744 \ud655\ubcf4\ud55c \uc148\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\"\"<\/figure>\n\n\n\n
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\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4\uc640 \uc120\ubcf5 \uc218\uae09\uc758 \ubd88\uade0\ud615 \uc2ec\ud654<\/strong><\/h2>\n\n\n\n
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\uc6b4\uc784 \uc0c1\uc2b9\uc744 \ubd80\ucd94\uae30\ub294 \ub610 \ub2e4\ub978 \ud575\uc2ec \uc694\uc778\uc740 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4\ub85c \uc778\ud55c \uae00\ub85c\ubc8c \uc120\ubcf5\ub7c9 \uc190\uc2e4\uc785\ub2c8\ub2e4. \ucf00\ube48 \ub9ac \uc0ac\uc7a5\uc5d0 \ub530\ub974\uba74, \ud604\uc7ac \ud398\ub974\uc2dc\uc544\ub9cc \ub0b4\uc5d0 \ubc1c\uc774 \ubb36\uc778 \ucee8\ud14c\uc774\ub108\uc120\ub9cc 150\ucc99 \uc774\uc0c1\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \ucee8\ud14c\uc774\ub108 \ud574\uc6b4 \uc120\ubcf5\ub7c9\uc758 \uc57d 1.5%\uc5d0 \ud574\ub2f9\ud558\ub294 50\ub9cc TEU \uaddc\ubaa8\ub85c, \ud574\ud611 \uc678\uacfd\uc5d0\uc11c \uc9c4\uc785\uc744 \ub300\uae30 \uc911\uc778 \uc120\ubc15\ub4e4\uae4c\uc9c0 \ud3ec\ud568\ud558\uba74 \uc2e4\uc81c \uacf5\uae09\ub9dd \ucc28\uc9c8\uc740 \ub354 \uc2ec\uac01\ud55c \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc591\ubc0d \ud574\uc6b4\uc774 \uc18c\uc18d\ub41c \ud574\uc6b4 \ub3d9\ub9f9 ‘\ud504\ub9ac\ubbf8\uc5b4 \uc5bc\ub77c\uc774\uc5b8\uc2a4(Premier Alliance)’ \uc5ed\uc2dc \uc911\ub3d9 \uc9c0\uc5ed\uc5d0 \uc120\ubc15 1\ucc99\uc774 \uace0\ub9bd\ub41c \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \uc774\uc5d0 \ud504\ub9ac\ubbf8\uc5b4 \uc5bc\ub77c\uc774\uc5b8\uc2a4 \uce21\uc740 \ub2f9\ucd08 \uc911\ub3d9 \uc9c0\uc5ed \uc11c\ube44\uc2a4\uc5d0 \ud22c\uc785\ub420 \uc608\uc815\uc774\ub358 \uc120\ubc15\ub4e4\uc744 \ubbf8\uad6d, \ubd81\uc720\ub7fd, \uc9c0\uc911\ud574 \ub178\uc120\uc73c\ub85c \uae34\uae09\ud788 \uc6b0\ud68c \ubc30\uce58\ud558\uc5ec \ub300\uc751\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc120\ubc15\ub4e4\uc758 \ub178\uc120 \uc6b0\ud68c\ub294 \ud544\uc5f0\uc801\uc73c\ub85c \uc6b4\ud56d \uc77c\uc218\ub97c \ub298\ub9ac\uace0 \uae00\ub85c\ubc8c \uc120\ubcf5 \uacf5\uae09\uc744 \ud0c0\uc774\ud2b8\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n

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\uc720\ud734 \uc120\ubc15 1% \ubbf8\ub9cc, \uc804 \uc138\uacc4\ub85c \ud655\uc0b0\ub418\ub294 \ud56d\ub9cc \ud63c\uc7a1<\/strong><\/h2>\n\n\n\n
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\uc9c0\ub09c\ud574 \ud574\uc6b4 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\ub358 ‘\uc120\ubc15 \uacf5\uae09 \uacfc\uc789’ \ud604\uc0c1\uc740 \uc62c\ud574 \ub4e4\uc5b4 \uadf8 \uc790\ucde8\ub97c \uac10\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf00\ube48 \ub9ac \uc0ac\uc7a5\uc740 “\ud604\uc7ac \uc804 \uc138\uacc4 \ucee8\ud14c\uc774\ub108 \uc120\ub300 \uc911 \uc26c\uace0 \uc788\ub294 \uc720\ud734(Idle) \uc120\ubc15\uc740 1% \ubbf8\ub9cc”\uc774\ub77c\uace0 \uac15\uc870\ud558\uba70, \uc120\ubc15 \ubc0f \ucee8\ud14c\uc774\ub108 \uac00\uc6a9\uc131\uc774 \ube61\ube61\ud574\uc9d0\uc5d0 \ub530\ub77c \uc62c\ud574 \uc120\ubcf5 \uc218\uc694\uc640 \uacf5\uae09\uc758 \uaca9\ucc28\uac00 \ud06c\uac8c \uc881\ud600\uc9c8 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5ec\uae30\uc5d0 \ud56d\ub9cc \ud63c\uc7a1 \ud604\uc0c1\uae4c\uc9c0 \uc120\uc0ac\ub4e4\uc758 \uc6b4\uc784 \ud611\uc0c1\ub825\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc0c1 \uc545\ud654\uc640 \uad6c\uc870\uc801 \ubb38\uc81c\ub85c \uc7a5\uae30\uac04 \uace8\uba38\ub9ac\ub97c \uc553\uc544\uc628 \uc720\ub7fd \ud56d\ub9cc\uc740 \ubb3c\ub860, \ucd5c\uadfc\uc5d0\ub294 \ub0a8\uc544\uc2dc\uc544 \uc9c0\uc5ed \uc8fc\uc694 \ud56d\ub9cc\ub4e4\uc5d0\uc11c\ub3c4 \uc120\ubc15 \ub300\uae30\uc5f4\uc774 \uae38\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc591\ubc0d \ud574\uc6b4 \uacbd\uc601\uc9c4\uc740 \uc911\ub3d9 \ubd84\uc7c1\uc774 \ud604 \uc218\uc900\ubcf4\ub2e4 \ub354 \uaca9\ud654\ub420 \uacbd\uc6b0, \uc774\ub7ec\ud55c \ud56d\ub9cc \ud63c\uc7a1 \uc0ac\ud0dc\uac00 \uc544\uc2dc\uc544\uc758 \uc8fc\uc694 \ud56d\ub9cc\uc73c\ub85c\uae4c\uc9c0 \ud655\uc0b0\ub420 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ucc98\ub7fc \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub85c \uc778\ud55c \uc720\uac00 \uae09\ub4f1, \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4\uac00 \ubd88\ub7ec\uc628 50\ub9cc TEU \uc774\uc0c1\uc758 \uc120\ubcf5 \uc99d\ubc1c, 1% \ubbf8\ub9cc\uc758 \ube60\ub4ef\ud55c \uc720\ud734 \uc120\ub300, \uadf8\ub9ac\uace0 \ud655\uc0b0\ub418\ub294 \uae00\ub85c\ubc8c \ud56d\ub9cc \ud63c\uc7a1\uae4c\uc9c0. \ud604\uc7ac \ubb3c\ub958 \uc2dc\uc7a5\uc758 \ubaa8\ub4e0 \uc9c0\ud45c\uac00 \ub2e4\uac00\uc624\ub294 4\uc6d4 \uc911\uc21c \ud0dc\ud3c9\uc591 \ub178\uc120 \uc5f0\uac04 \uacc4\uc57d\uc5d0\uc11c \uc120\uc0ac\ub4e4\uc5d0\uac8c \uc720\ub9ac\ud55c \ubc29\ud5a5\uc73c\ub85c \ud758\ub7ec\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubd81\ubbf8 \uc218\ucd9c\uc744 \uacc4\ud68d\ud558\uace0 \uacc4\uc2e0 \uae30\uc5c5\uc758 SCM \ub2f4\ub2f9\uc790\ub2d8\ub4e4\uaed8\uc11c\ub294 \uc774\ub7ec\ud55c \uc591\ubc0d \ud574\uc6b4\uc758 \uc2dc\uc7a5 \ubd84\uc11d\uc744 \ucc38\uace0\ud558\uc2dc\uc5b4, \uc62c\ud574 \uc5f0\uac04 \uc6b4\uc784 \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uc5f4\uc5b4\ub450\uace0 \ubb3c\ub958\ube44 \uc608\uc0b0\uc744 \uc120\uc81c\uc801\uc73c\ub85c \uc810\uac80\ud558\uc2e4 \uac83\uc744 \uad8c\uc7a5\ud574 \ub4dc\ub9bd\ub2c8\ub2e4. \uc544\uc6b8\ub7ec \ud2b9\uc815 \ub178\uc120\uc5d0 \ub300\ud55c \ub9ac\uc2a4\ud06c\ub97c \ubd84\uc0b0\ud558\uae30 \uc704\ud574 \ub2e4\ubcc0\ud654\ub41c \uc120\ubcf5 \ud655\ubcf4 \uc804\ub7b5\uc744 \ubbf8\ub9ac \uc218\ub9bd\ud558\uc2dc\uae38 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n\n\n\n

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\"\"<\/a><\/figure>\n\n\n\n
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