遼港股份(601880.SH):2025年集運市場整體運力預計快速增長
格隆匯5月16日丨遼港股份(601880.SH)在業績説明會上表示,集裝箱方面,2025年一季度吞吐量增幅2.6%。主要原因,一是新開5條內、外貿航線,帶動口岸艙位增加。二是推進空箱池業務發展,帶動空箱業務量增長。三是國家收緊外貿糧食進口及生豬養殖由虧為盈等利好,帶動內貿糧食箱量增加。2025年集運市場整體運力預計快速增長,艙位供給將得到保障,運價將回歸正常水平,預計在航線運力和運價方面,不會對集裝箱吞吐量產生制約。但貿易保護以及美國對中國海事、物流、造船業的301調查勢必造成外貿市場衝擊;同時伴隨產業向內陸以及長江中上游轉移,內貿集裝箱市場面臨公、鐵路直達激烈競爭,預計今年集裝箱會保持小幅增長。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.