九倉(00004.HK):香港貨櫃港排名跌至全球十大榜尾 競爭加劇下料短期或再惡化
九龍倉集團(00004.HK)主席兼常務董事吳天海認為,香港貨櫃港排名已跌至全球十大榜尾,區內競爭加劇,短期內不會改善,甚至進一步惡化。他對貨櫃碼頭業務持比較悲觀態度,希望政府能與業界合作,加強香港貨櫃碼頭競爭力,搶回市場佔有額。
他指出,香港碼頭廿年前排名世界前列,當時南沙港仍未成型,深圳港亦剛起步,惟至今後者已承接大量貨櫃量。此外,巴拿馬及蘇伊士運河附近航道均遇到不同問題,令航運通路未能夠暢通運作,供應鏈要重新執位,過程中香港作為貨櫃港口所受到影響是失多於得。
他又稱,全球貨櫃船運行業已呈半壟斷狀態,在少數大型船公司攤佔很大市場佔有率時,更有兩至三家貨櫃船公司宣布重組聯盟,並計劃在之後重新編排航線,目前他們仍然爭取更多船隻泊岸本港,他坦言香港又是輸家,希望最終不會影響香港的貨櫃港地位,甚至可以推動貨運增長。
此外,吳天海提及九倉近年股票投資陸續減少,持貨目的是為股息收入及股價增值潛能,去年股息收入20.3億元,集團將繼續選擇性投資高股息的穩健公司,但並不會貪圖超高股息而投資不太穩健的公司。
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