The off-season of the centralized transportation market is not weak
The operating data of related companies in April was bright
◎ Reporter Lu Mengyun
Since this year, the share prices of A-share container transport listed companies have risen strongly. According to Choice data, as of the closing on May 14, the shipping port sector has risen 25.03% since January this year. Recently, the latest business volume data disclosed by a number of listed companies in related industries shows that the overall business situation has improved significantly.
On the evening of May 14, China Merchants Port announced that in April this year, the company's terminal container business totaled 16.224 million TEU, up 8.3% year on year, and its bulk cargo business totaled about 107 million tons, up 0.3% year on year; From January to April this year, the company's terminal container business totaled 61.951 million TEUs, up 10.4% year on year, and its bulk cargo business totaled about 423 million tons, up 1.5% year on year.
According to the data disclosed by Beibu Gulf Port on May 8, in April this year, the company's port cargo throughput was 26.384 million tons, up 4.52% year on year, including 777500 TEUs for containers, up 22.64% year on year; In the first four months of this year, the cargo throughput totaled 97.9081 million tons, up 4.14% year on year, including 2.7173 million TEUs for containers, up 21.00% year on year.
Ningbo Port disclosed on May 8 that the company expects to complete the container throughput of 3.98 million TEUs in April this year, up 3.9% year on year, and the cargo throughput is expected to be 96.3 million tons, down 0.6% year on year.
Guangzhou Port announced on May 1 that it is expected to complete container throughput of 2.109 million TEUs in April this year, up 4.9% year on year; The cargo throughput reached 47.946 million tons, up 0.3% year on year. From January to April this year, the company expects to complete the container throughput of 7.916 million TEUs, up 8.5% year on year; It is estimated that the cargo throughput will reach 180 million tons, up 1.8% year on year.
At the same time, the production and operation data flash in April disclosed by several airports also reflected that the off-season of the centralized transportation market was not weak.
Xiamen Airport announced on May 9 that its cargo throughput in April this year was 30600 tons, up 24.07% year on year, including 18700 tons for overseas routes, up 46.20% year on year.
According to the data disclosed by Shanghai Airport on May 15, in April this year, the cargo and mail throughput of Pudong International Airport totaled 303600 tons, up 10.68% year on year; The cargo and mail throughput of Hongqiao International Airport totaled 32400 tons, up 25.27% year on year.
Shenzhen Airport announced on May 14 that the cargo throughput in April this year was 548200 tons, up 20.85% year on year. Baiyun Airport announced on May 7 that the cargo throughput in April this year was 184900 tons, up 18.38% year on year; From January to April this year, the cumulative cargo throughput was 741400 tons, up 28.15% year on year.
CIMC Group recently revealed in an institutional survey that in the first quarter of this year, the company's cumulative sales of standard dry cargo containers were 494400 TEUs, with a significant increase in production and sales compared with the same period last year. At present, the orders for standard dry containers in hand are relatively full. COSCO Shipping Holdings recently said on the investor interaction platform: "At present, the company's export direction in Europe and the United States is full."
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