The port industry benefited from the import of ore imports is expected to continue

(Guo Xin Securities Tang Jianhua) this year from 1 to April, the national scale above the port container throughput completed 35.45 million TEU, down 10.8%, of which April completed 9.976 million standard box, the chain increase of 5.88%, down 5.08%. April Delivery unit overall trend stronger than the market, the short-term replenishment is expected to continue. Container ports are negatively affected by the continued downturn in the peripheral economy, recommendations focus on: 1, container accounted for more than filial piety ore and oil accounted for a large, hinterland economic revitalization of the National strategy of the comprehensive port such as Tianjin Port, Yingkou Port; 2, benefiting from oil transport demand see bottom rebound, supply and demand scissors narrow long voyage oil transport, investment tanker , China Sea Development 3, benefited from the coal consumption seasonal rebound of the Datong-Qinhuangdao railway.　　Maintenance of the Tianjin port, the Datong-Qinhuangdao railway cautiously recommended rating, the increase of long aviation oil to prudent recommendation, China Ocean, COSCO Shipping Trading opportunities may continue. (Guo Shin Securities Tang Jianhua)