Modeling and Analysis the Competition Dynamics among Container Transshipment Ports : East-Asian Ports as a Case Study

컨테이너 환적 항만 간의 동태적 경쟁에 관한 연구 : 동아시아 항만을 중심으로

  • Received : 2016.11.02
  • Accepted : 2016.12.23
  • Published : 2016.12.30

Abstract

This study examines the competitiveness and cooperativeness among the container ports in East Asia by analyzing their monthly dynamics in eight years (2008-2015). Time series data on container throughput divided into origin and destination (O/D), such as the top six Chinese ports and the transshipment (T/S) ports such as Hong Kong, Busan, and Singapore, are computed with two methods based on the Vector Error Correction Model (VECM). The first Granger causality test results show that Busan T/S has significant bilateral relations with three Chinese O/D ports; and significant unidirectional relations with three other O/D ports. Shenzhen port has significant bilateral relations with Singapore, and has a significant unidirectional relation with Hong Kong port. Co-integrating test results showed that Busan holds negative co-integration with all Chinese O/D ports. Impulse response function (IRF) results show an opposite direction between paired ports. The ratios of the impulse from T/S ports are significantly high to one another in the short-run, but its power declines as time passes. The ratio of the impulse from the Chinese ports to T/S ports is less significant in the short-run period, however, it becomes more significant as time passes. The significance of most shocks was high in the second period, but was diluted after the sixth period.

본 논문은 동아시아의 주요 컨테이너항만 간의 경쟁 및 보완 관계를 분석하는 데 그 의의가 있다. 분석의 대상이 되는 항만들은 컨테이너 기종점 물동량 규모로 세계 최대인 중국의 6개 주요 항만과 환적 물동량 규모로 세계 최대인 싱가포르, 홍콩, 부산의 항만이며, 지리적으로는 동아시아에 밀집된 항만들이다. 본 연구에서는 2008년부터 2015년까지의 월간 컨테이너 물동량에 대한 시계열 자료를 이용하여 항만 간의 동태적 관계를 분석하였으며, 벡터오차수정모형(Vector Error Correction Model)에 기초하여 다음과 같이 분석하였다. 먼저 그랜저 인과관계 검정을 통해 항만 간의 상호관계를 규명하고자 하였다. 그리고 이어서 공적뿐 검정을 통해 관련 있는 두 항만 간의 장기적인 균형관계를 살펴보고자 했으며, 아울러 충격반응함수 및 표준변차의 분산분해 과정을 통해 단기적인 영향에 대해서 밝히고자 하였다. 결과를 살펴보면, 먼저 그랜저 인과관계 검정과 공적뿐 검정의 결과, 부산과 홍콩 및 싱가포르의 환적 물동량은 중국 내륙의 주요 기종점 물동량에 대해 상호적으로 또는 일방적으로 경쟁적인 관계가 있음을 보여주었다. 그러나 환적 물동량 간의 인과관계는 상호적으로는 유의미하게 나타나지 않았으며, 공적분도 존재하지 않았다. 다만 분산분해의 결과를 통해 단기적이고 부분적으로 충격에 차지하는 비중을 확인해 본 결과 홍콩항의 환적 물동량이 부산항과 싱가포르항의 환적 물동량에 차지하는 비중이 높아지고 있음을 알 수 있었다. 충격반응함수의 결과를 종합해 보면, 분석의 대부분에서 2기가 지나는 시점에 충격의 여파가 최대가 되며, 6기가 지나면서 그 충격은 소멸되었다. 본 연구에서 분석한 결과로 확인할 수 있는 것은 환적 항만 간의 관계가 경쟁적이라고 할 수 없다는 사실과 오히려 기종점 항만과 환적 항만의 경쟁 관계가 발생한다는 것이다. 이것은 기종점 물동량에 의해 파생된 환적 물동량이 기종점 물동량의 증가에 따라 항상 증가하지 않으며 오히려 감소될 수 있음을 설명하고 있다.

Keywords

References

  1. Haezendonck., E. and T. Notteboom(2002), The competitive advantage of seaports. In M. Huybrechts, H. Meersman, E. Van de Voorde, E. Van Hooydonk, A. Verbeke and W. Wmkelmans (eds.), Port Competi tiveness: An Economic and Legal Analysis of the Factors Determining the Competi tiveness of Seaports, 67-88. Antwerp: De Boeck.
  2. Haynes, K. E., Y. M. Hsing and R. R. Stough(1997), "Regional port dynamics in the global economy: The case of Kaohsiung," Taiwan, Maritime Policy & Management, Vol.24, 93-113. https://doi.org/10.1080/03088839700000058
  3. Ishii, M., Lee, P. T. W., K. Tezuka, & Y. T. Chang(2013), "A game theoretical analysis of port competition," Transportation Research Part E: Logistics and Transportation Review, Vol.49 No.1, 92-106. https://doi.org/10.1016/j.tre.2012.07.007
  4. Johnson, H. and L. Styhre(2015), "Increased energy efficiency in short sea shipping through decreased time in port," Transportation Research Part A, Vol.71, 167-178.
  5. Kim, H. T.(2011), "Prospect of premier port competition in East Asian region," The Asian Journal of Shipping and Logistics, Vol.27 No.2, 191-215. https://doi.org/10.1016/S2092-5212(11)80009-X
  6. Lam, S. L. J.(2002), Competition and cooperation strategies for container ports, UA, ITMMA.
  7. Lee, P. T. W. and J. S. L. Lam(2015), "Container Port Competition and Competitiveness Analysis: Asian Major Ports," In: Lee, C.Y. and Meng, Q. (eds.), Handbook of Ocean Container Transport Logistics-Making Global Supply Chain Effective, International Series in Operations Research & Management Science, Vol.220, New York: Springer, 97-136.
  8. Li, J., & Y. S. Oh(2010), "A research on competition and cooperation between Shanghai port and Ningbo-Zhoushan port," The Asian Journal of Shipping and Logistics, Vol.26 No.1, 67-91. https://doi.org/10.1016/S2092-5212(10)80012-4
  9. Liu, Q.(2010), Efficiency Analysis of Container Ports and Terminals, (Doctoral Thesis). University College, London, UK.
  10. Notteboom T. and W. Y. Yap(2012), Port competition and competitiveness, The Blackwell Companion to Maritime Economics, 549-570.
  11. Park, N. K.(2009), A dynamic competition for container transshipment: A modeling and an empirical analysis (MA Thesis), Korea Maritime University, Busan, Korea.
  12. Song, D. W. (2002), "Regional container port competition and co-operation: The case of Hong Kong and South China," Journal of Transport Geography, Vol.10 No.2, 99-110. https://doi.org/10.1016/S0966-6923(02)00003-0
  13. Song, D. P., A. Lyons, D. Li, & H. Sharifi (2016), "Modeling port competition from a transport chain perspective," Transportation Research Part E: Logistics and Transportation Review, Vol.87, 75-96. https://doi.org/10.1016/j.tre.2016.01.001
  14. Tian, X., L. Liu, & S. Wang(2015), "Evolving competition between Hong Kong and Shenzhen ports," Maritime Policy & Management, Vol.42 No.8, 729-745. https://doi.org/10.1080/03088839.2015.1029553
  15. Tongzon, J. L.(2011), The rise of Chinese ports and its impact on the port of Singapore, First Annual International Workshop on Port Economics and Policy, Singapore.
  16. Tongzon, J. L. and Y. T. Chang(2007), "The China Factor, Trade Trends and Implications for International Logistics in East Asia" International Association of Maritime Economices (IAME) Conference, Metropolitan Hotel, Athens, Greece.
  17. Yap, W. Y. and J. S. Lam(2006), "Competition dynamics between container ports in East Asia," Transportation Research Part A: Policy and Practice, Vol.40 No.1, 35-51. https://doi.org/10.1016/j.tra.2005.03.001
  18. Yap, W. Y., & J. S. Lam(2004), "An interpretation of inter-container port relationships from the demand perspective," Maritime Policy & Management, Vol.31 No.4, 337-355. https://doi.org/10.1080/0308883042000259729
  19. Yap, W. Y., J. S. Lam and T. Notteboom(2003), "Developments in container port competition in East Asia," In: Proceedings of international association of maritime economist (IAME) annual conference, Busan, Korea, 2003.
  20. Yeo, G. T., M. Roe, and J. Dinwoodie(2008), "Evaluating the competitiveness of container ports in Korea and China," Transportation Research Part A, Vol.42, 910-921.