Dong Gang, Liu Zongtuan, Tae-Woo Lee Paul, Chi Xiaoying, Ye Jun
School of Economics & Management, Shanghai Maritime University, 1550 Haigang Ave, 201306, Shanghai, PR China.
Institute of Logistics Science and Engineering, Shanghai Maritime University, 1550 Haigang Ave, 201306, Shanghai, PR China.
Ocean Coast Manag. 2023 Feb 1;232:106427. doi: 10.1016/j.ocecoaman.2022.106427. Epub 2022 Nov 21.
In the post COVID-19 pandemic era, collusion strategy has been attempted to confront fierce market competition in container shipping supply chains. Three typical collusion scenarios are constructed as follows: i) none of the two pairs of shipping chains colludes; ii) both pairs collude; and iii) only one pair colludes. This paper developed a two-stage game model to study the optimal strategies of the container terminals and corresponding liner companies. The container ports set terminal handling charge (THC) to pursue optimal profits at the first stage, and then liner companies choose freight rate to obtain corresponding optimal profits at the second stage. Further, we analyzed the collusive incentives of the THC difference between heterogeneous terminals and the impact of the freight rate difference between heterogeneous container liners. In particular, the possibility of deviation from collusion and the decision of capacity expansion of container terminal are discussed through theoretical analysis. The results show that the optimal THC of a container terminal and freight rate of a container liner are both highly related to the capacity of the container terminal, which is profoundly influenced by the different structures of its collusion. Finally, the empirical study proves the theoretical result and the implications of port governance are subsequently discussed.
在新冠疫情后的时代,集装箱航运供应链中试图采用合谋策略来应对激烈的市场竞争。构建了三种典型的合谋情景如下:i)两对航运链均不合谋;ii)两对均合谋;以及iii)只有一对合谋。本文建立了一个两阶段博弈模型来研究集装箱码头和相应班轮公司的最优策略。集装箱港口在第一阶段设定码头处理费(THC)以追求最优利润,然后班轮公司在第二阶段选择运费率以获取相应的最优利润。此外,我们分析了异构码头之间THC差异的合谋动机以及异构集装箱班轮之间运费率差异的影响。特别地,通过理论分析讨论了偏离合谋的可能性以及集装箱码头的产能扩张决策。结果表明,集装箱码头的最优THC和集装箱班轮的运费率都与集装箱码头的产能高度相关,而产能受到其合谋不同结构的深刻影响。最后,实证研究证明了理论结果,并随后讨论了港口治理的启示。