Wuhu Port, Rizhao Port, Shenche recommended attention

Source: Internet
Author: User
Keywords Rizhao Port Shenche
Tags continue demand group high import market negotiations port
Thursday, the port, high-speed and other transport logistics plate performance is more active, such as Yingkou port, Jinzhou Port, Wuhu port, Lianyungang, on the Hong Kong group, Rizhao port, such as the rise in front. We think there is an opportunity for shipping and port stocks in the future. First, the dry bulk market has bottomed out in the near future, as domestic steel demand enters the peak season, import demand will continue to rebound, in March, the South American food Pallet began to enter the market, to increase new demand. In the short term, iron ore negotiations have the potential to push up market tariffs.  Therefore, the future dry bulk market will rebound. For the port stocks, we still propose to pay attention to Rizhao Port, Shenche, the former 2010 years of high performance growth, the latter for export rebound benefit of the representative port. For shipping stocks, short-term advice on China Ocean and CSCL, with the BDI index rebound, as well as the continued increase in container freight rates, there are expected to be trading opportunities. Center line focus on the development of China Sea, long voyage oil transport, with the market stability, we expect oil tariffs will continue to rise, will give the relevant company performance to bring real impetus. (Huatai securities Jianjun)
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