長久物流(603569.SH):預計未來幾年對滾裝船的需求依然旺盛
格隆匯7月31日丨長久物流(603569.SH)近期在接待機構投資者調研時表示,汽車工業協會的數據顯示,今年上半年汽車企業出口214萬輛,同比增長75.7%,今年有望成為全球第一齣口大國。出口市場的爆發造成了滾裝船市場的運力緊缺。
在供給端,目前市場上滾裝船數量有限,同時大量滾裝船已經到退役年限,但近幾年由於多種原因滾裝船建造產能不足,進一步壓縮了市場運力。在運力補充方面,由於船舶製造週期較長,一般需要2-3年,加上供給和需求需要時間匹配,因此預計未來幾年對滾裝船的需求依然旺盛,之後會逐漸趨於供需平衡。
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