受国际局势影响，燃油价格持续走高，国内集装箱卡车运输行业普遍经营困难。目前，燃油支出已经占集卡运输总运营成本约40%，个体司机在平摊车辆折旧、保险和维保费用后，单趟运输面临亏损约200元的窘境。
此外，车多货少、运力供大于求进一步加剧了行业竞争，还有综合运营成本更低的电动集卡集中涌入，车队之间为争夺订单相互压价，形成行业内卷。
如果做一单亏一单，为何行业还要卷？因为个体司机还有按揭，宁愿亏本也要维持业务。个体司机贷款购车，车辆属于自己，但要挂靠车队接单。车队主要依靠运费抽成盈利，油价波动对其利润冲击有限，缺乏调价的动力，而背负按揭还贷压力的个体司机，为了维持最基础的现金流，只能被动接受微利甚至亏损的订单。
Affected by the international situation, fuel prices continue to rise, and the domestic container truck transportation industry is generally facing operational difficulties. At present, fuel expenses account for about 40% of the total operating costs of truck transportation, and individual drivers are facing a loss of about 200 yuan per trip after sharing vehicle depreciation, insurance, and maintenance costs.
In addition, the competition in the industry is further intensified due to the large number of vehicles and limited cargo, as well as the oversupply of transportation capacity. Electric trucks with lower comprehensive operating costs are also flooding in, and fleets compete with each other to lower prices for orders, forming an internal competition in the industry.
Why does the industry still need to roll up if we lose one order at a time? Because individual drivers still have mortgages, they would rather lose money than maintain their business. Individual drivers take out loans to purchase cars, and the vehicles belong to themselves, but they need to be affiliated with a fleet to receive orders. The fleet mainly relies on freight commission for profit, and the impact of oil price fluctuations on its profits is limited, lacking the motivation to adjust prices. Individual drivers who bear the pressure of mortgage repayment can only passively accept orders with low profits or even losses in order to maintain the most basic cash flow.