|
 WH78 |
| WR82 |
| WHX124 |
| WHX132 |
| WHX150 |
| WHX155 |
| WHX157 |
| WHX159 |
| SS-2184 |
| SS-800 |
| 81X,81XH |
| M315 |
| M450 |
| M630 |
| M900 |
| 9835M |
| 110M |
| 111M |
| 150M |
| 5907D |
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| BACK |
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| Engineering: domestic economy is expected to pull recovery operators |
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Passenger, freight better: 1-6 months, freight and passenger and cargo and passenger turnover quantity 2.47% respectively year-on-year growth, 3.67%, 4.28% and 4.48%. Annual growth increased freight month 3.64 percentage points, Single month a small increase passenger.
Attention: as peripheral extraversion of economic decline in foreign trade, and overhead conveyor warmed by improving, narrowing. External need, will promote export-oriented industries such as shipping and port industries gradually rise, the volume of performance. Shipping industry exerted to "attractive" rating, the fundamentals is insufficient to support stock, but industry and the market trend of freight transportation make industry, the expected future expected the market will continue to push prices. Maintain port industry "neutral" rating. Export trade, mainly reverting to restore the throughput of container port. But proper attention on port group, deep chiwan, etc.
Investment advice: the rating for the next twelve months: neutral.
At present, the world economy, the conveyor chain of domestic transportation demand trend along with economic recovery situation will change, such as whetherisolated highway, railway, aviation domestic transportation, But the bigger relevance and peripheral economic operation of shipping and port etc have reason signs of stabilising, pay attention to its sustainable and related companies investment opportunities.
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