招商局港口(00144.HK):香港货运货柜量下跌主因竞争力下降
招商局港口(00144.HK)董事总经理白景涛表示,香港航运中心作用在去年疫情期间起到很大作用,其中特别是船员要换班方面,为船员船公司换班提供方便。下一步会利用香港中心贸易、通关便利化,金融中心的高效,以及位处粤港澳大湾区,充份利用资源和港口网络优势,为香港在大湾区中提供支持。
副总经理李玉彬指,去年香港货运货柜量下跌原因,应看粤港澳大湾区,特别是过去广州快速增长,使货量增长较快,而香港区域性竞争下降,目前已达到一定的平衡水平,但未来是否维持稳定,则要看竞争。
公司码头吞吐量今年首两个月增逾27%,他指主要因去年疫情期间低基数,全年不会有如此的增幅,但对前景审慎乐观,会以稳定增长以及跑赢同业为目标,未来会先尽快完成与达飞的协议交割,同时捉紧RCEP等的机遇,去完成收购和增长。
另外,有关海外码头利润下跌,白景涛解释是受疫情影响所致,而部份码头大幅下跌,如吉布提与尼日利亚,则主因当地的经济和政策影响,但相信全年应该有好转。
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