Purpose The liner shipping industry underwent a major round of change between 2014 and 2017 where the concentration ratio of the top ten carriers rose from 64 per cent in 2013 to 82 per cent by 2017. This paper aims to analyze the impact of these developments on the state of shipping connectivity for major container transshipment hubs in Southeast Asia, namely, Port Klang, Singapore and Tanjung Pelepas. Design/methodology/approach The developments in shipping services deployed before and after the latest round of reshuffling in the liner shipping industry were analyzed. Findings Significant service rationalization took place in the period that saw 38 per cent reduction in the number of shipping services called at the ports. Participation in alliance arrangement was revealed to be important for shipping lines to compete successfully on the Asia–Europe trade route in the new shipping landscape. Terminal operators should expect further rationalization of services should overcapacity persist. Maintaining hub status would require the ability to accommodate the strategic, operational and commercial requirements of the entire alliance rather than just focusing on the key shipping line. Originality/value This is the first paper to examine the effects of the latest round of consolidation in the liner shipping industry. In-depth analyses were conducted for shipping services where the service configuration was examined. The case of Southeast Asia and the Asia–Europe trade route was used to illustrate the impact with managerial and policy implications for shipping lines, terminal operators and port authorities.

中文翻译：

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班轮运输联盟及其对东南亚航运连接的影响

目的班轮运输业在2014年至2017年之间经历了一次重大变革，前十大运输公司的集中度从2013年的64％上升到2017年的82％。本文旨在分析这些发展对航运业的影响。东南亚主要的集装箱转运中心，即巴生港，新加坡和丹戎贝拉帕斯的运输连通性状况。设计/方法/方法分析了班轮运输业在最近一轮改组前后部署的运输服务的发展。调查结果在此期间，服务合理化显着，港口停靠的航运服务数量减少了38％。据透露，参与联盟安排对于航运公司在新的航运格局中在亚欧贸易路线上成功竞争至关重要。终端运营商应期望，如果产能过剩持续，服务将进一步合理化。保持枢纽地位将需要有能力适应整个联盟的战略，运营和商业需求，而不仅仅是专注于主要的航运公司。原创性/价值这是第一篇研究班轮运输行业最新一轮整合的影响的论文。对于检查服务配置的运输服务进行了深入的分析。以东南亚和亚欧贸易路线为例，说明了管理和政策对航运公司的影响，