What is the development trend of container industry?

Major listed companies in container transportation industry: At present, the major listed companies in domestic container transportation industry are COSCO Aerospace (60 19 19). SH), Tielong Logistics (600 125. SH), Yantian Port (000088. SZ) and COSCO Haifa (60 1866).

The core data of this paper: container throughput and container freight index.

The recovery of container throughput has increased rapidly.

According to the container throughput of China's coastal ports, the total container throughput of domestic coastal ports will increase year by year from 20 16 to 2020, reaching 234.29 million TEUs in 2020, up by1.5% year-on-year; 202 1,1-The cumulative throughput in April was 79160,000 TEUs, and the growth quickly resumed 17. 1%.

From the perspective of container throughput of inland ports, the total container throughput in China increased year by year from 20 16 to 20 19, and decreased slightly by 2020 due to the epidemic situation, with a cumulative throughput of 300 10000 TEU, down 0.5% year-on-year; 202 1 to1-The cumulative throughput in April was10.38 million TEUs, with a rapid growth of 25.9%.

On the whole, with the gradual recovery of domestic and international economy, the national port container throughput showed a rapid growth trend in 20021year.

The soaring container freight rate and its factors analysis.

According to the import and export container freight index of China Maritime Silk Road, the overall change range of import container freight rate and export container freight rate in 2020 is small, from 1 to 10, in which the export container freight rate remains at a low level below 94 points and the import container freight rate changes between 94- 109;

Since June 5438+065438+ 10, 2020, the container freight rate of China Maritime Silk Road has shown a strong rebound trend, in which the export freight rate rose to 224.4 points in February and remained at a high freight rate of 223.8 in May. It reflects that the import and export demand of China's container transportation recovered rapidly in 20021year, and the export market demand increased rapidly.

The main reason is that under the influence of the global COVID-19 epidemic, the economic recovery in various regions of the world is unbalanced, and the ship schedule is delayed due to port congestion or closure. In addition, shipping companies cut the capacity of major routes, resulting in a relatively tight overall container capacity, thus pushing up container freight rates. In the future, with the further opening of the global economy and the reconstruction of inventory in all links of the supply chain, higher requirements will be put forward for container transportation capacity.

The soaring freight rate has promoted the growth of container capacity.

In order to alleviate the price pressure, the market began to increase the container capacity. By the end of 2020, the number of China coastal container ships (above 700TEU) will increase to 308, with a capacity of 797,000 dwt.

According to Shun Tak Shipping Information, in the first five months of 20021,the new shipbuilding orders of global container ships reached a record of 229, with a total cargo volume of 2.2 million TEUs, but the new capacity is not expected to be fully put into use until 2023, and the container freight rate is expected to remain high for a short time.