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港股异动 | 中集集团(02039)涨超4% 今年前两个月我国出口集装箱总额同比增长近90%

Changes in Hong Kong stocks | CIMC Group (02039) rose more than 4% in the first two months of this year, China's total container exports increased by nearly 90% year-on-year

Zhitong Finance ·  Apr 10 23:36

The Zhitong Finance App learned that CIMC Group (02039) rose by more than 4% and rose 4.09% at press time to HK$7.13, with a turnover of HK$19.41 million.

According to the news, according to statistics, in the first two months of this year, China exported a total of 12.636 billion yuan of containers of all types, an increase of 87.6% over the same period last year. Demand has continued to recover since this year. Zhang Tao, a staff member of the Foshan Customs office in Shunde, which belongs to Guangzhou Customs, said that in the first two months of this year, the number of containers exported from Shunde District of Foshan had exceeded 40,000 TEUs, an increase of about 4.6 times over the previous year.

Changjiang Securities previously stated that containers are expected to bottom out in 2024, mainly due to the fact that the recovery in global commodity trade is expected to drive a recovery in demand for shipping; the release of huge demand to replace used containers; the last round of demand for used boxes during the peak of 2008-2011 and the replacement demand for used containers that were delayed due to the imbalance between supply and demand in '21 is expected to be released. As demand in the container industry picks up in 2024, the company, as a leading container manufacturer, is expected to fully benefit from the recovery in industry demand.

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