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【出版时间及名称】：2010年中国港口行业展望
【作者】：德意志银行
【文件格式】：PDF
【页数】：35
【目录或简介】：
Table of Contents
Export growth accelerating into 2Q................................................. 3
US recovery fuels China’s strong export growth ......................................................................3
Container throughput growth turned positive in November .....................................................3
China’s container throughput to increase 12% in 2010F ..........................................................4
First-wave beneficiary....................................................................... 5
China Merchants is our top pick ...............................................................................................5
Ports are early beneficiaries of an export recovery ...................................................................5
Export/import boxes earn higher margins than domestic boxes...............................................6
Better cargo mix in West Shenzhen..........................................................................................7
Hub ports have strategic advantages........................................................................................8
China Merchants.............................................................................. 10
Cosco Pacific .................................................................................... 16
Appendix A: Demand recovery on track........................................ 21
China’s exports restart growth engine as global demand recovers ........................................21
Leading indicators show encouraging signs ...........................................................................23
Export hubs are the biggest beneficiaries...............................................................................25
Appendix B: Capacity growth slowed ........................................... 27
Capacity growth slightly outstripping throughput growth.......................................................27
Export hubs remain advantaged due to strategic locations ....................................................27
Appendix C: Map of coastal ports.................................................. 29
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