China 2013
Upcoming SlideShare
Loading in...5
×
 

China 2013

on

  • 420 views

Through our network we have had much feedback from various constituents including shipping lines, terminal operators, port groups, infrastructure investors and others in the Chinese port markets, on ...

Through our network we have had much feedback from various constituents including shipping lines, terminal operators, port groups, infrastructure investors and others in the Chinese port markets, on their expectations for the 2013 container port market.

With this brief piece we wish to share some of the main feedback as well as an overview of how the biggest port markets are likely to end up by the end of 2012. For questions or comments please write us on contact@industreams.com.

Statistics

Views

Total Views
420
Views on SlideShare
420
Embed Views
0

Actions

Likes
0
Downloads
12
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    China 2013 China 2013 Presentation Transcript

    • CHINA  2013   PORT  GROWTH  EXPECTATIONS     December  2012    contact@industreams.comInduStreams.com & Port-Investor.com
    • Growth  es;mate  for  2012   For  the  Chinese  mainland  ports,   or  all  ports  excluding  Hong   Kong,  Macao  and  Taiwan,  the   top  ranked  container  ports  have   seen  an  average  growth  of  7.2%   up  to  and  including  November   2012.     The  difference  in  growth  across   ports  is  substanHal  with  several   ports  facing  close  to  flat   developments  and  others  sHll   well  into  the  double  digits.   These  ports  represented  more   than  80%  of  the  total  container   throughput  in  2011  and  if  the   remaining  ports  do  not  deviate   significantly  the  total  container   throughput  may  well  reach  175   million  TEU  for  2013.  contact@industreams.comInduStreams.com & Port-Investor.com
    • Opinions  on  market  trends   In  the  feedback  provided  by  various  cons5tuents  these  are  among  the  most   frequently  men5oned  in  terms  of  growth  drivers  for  2013.   §  Exports  to  Europe  and  US  may  not  produce  substanHal  growth  and  might  have  a   negaHve  impact   §  Exports  to  Asia  and  LaHn  America  (and  Africa)  conHnues  to  provide  growth   momentum   §  Low  cost  manufacturing  speculated  moving  to  Thailand  and  Vietnam,  but  many   believe  the  scale  is  limited   §  DomesHc  consumpHon  conHnues  to  rise  but  many  categories  carry  liWle  in  terms   of  actual  imported  transportaHon  volume   §  DomesHc  cargo  (cabotage)  is  growing  and  expected  to  conHnue  growing   §  Government  growth  facilitaHon  officially  moving  away  from  investment  and   export  driven  to  developing  specific  domesHc  sectors  which  could  have  a   substanHal  impact  on  foreign  trade,  but  there  are  many  who  believe  this  might   not  be  short  term  contact@industreams.comInduStreams.com & Port-Investor.com
    • Growth  expecta;ons  for  2013   If  applying  historical  growth   rates  for  2012  and  5  years   CAGR  respecHvely  total   throughput  for  2013  could  well   get  close  to  190  million  TEU  and   exceed.   In  general  however  feedback   from  the  market  is  suggesHng   that  no  one  is  expecHng  double   digit  growth  for  2013  and  many   see  a  potenHal  very  moderate   growth  to  low  as  a  possibility   for  the  low  case,  some  even   suggesHng  a  flat  outlook.   In  the  projecHon  range  we  have   used  high  and  lows  as  per  the   most  common  feedback  from   consHtuents  in  the  market.    contact@industreams.comInduStreams.com & Port-Investor.com