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王伟光
    男,汉族,1950年2月出生,山东海阳人。1967年11月参加工作,1972年11月加入中国共产党,博士研究生学... 详情>>
李 扬
    1951年9月出生,籍贯安徽,1981年、1984年、1989年分别于安徽大学、复旦大学、中国人民大学获经济学学... 详情>>
李培林
    男,山东济南人。博士,研究员,中国社会科学院副院长,中国社会学会副会长,中国社会科学院社会学研究所副所长。《社会... 详情>>

    内贸集装箱航运业投资分析报告

    摘要

    我国内贸集装箱航运主要集中在沿海、长江流域和珠江流域,已成为我国内贸货物运输的主要方式之一。目前,内贸航运的集装箱化率不到30%,未来发展前景广阔。过去几年,内贸集装箱行业快速发展,年平均增长率超过40%,远高于外贸,因此,内贸集装箱占港口吞吐量的比重持续上升。2011年,在内需增长、产业转移、中西部发展等因素推动下,内贸集装箱航运货运量继续呈现快速发展态势,预计2012年以后行业增速在20%左右。从私募股权投资角度而言,目前的行业估值水平下降,是一个较好的投资时机,具有核心竞争力的内贸集装箱航运企业应是投资的首选。 <<
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    Abstract

    China's domestic container shipping mainly concentrates in the coastal area, Yangtze River Basin and Pearl River Basin. It has become one of the major methods of domestic freight. At present, the container rate in domestic shipping is less than 30%, so it will have a bright prospect of development. Over the past few years, domestic container industry developed rapidly, and the average annual growth rate is more than 40%, far higher than that of foreign trade. Therefore,the percentage of Domestic trade container in total port throughput was increasing continuously. In 2011, driven by the growth of domestic demand, industrial transformation, the development of central and western China and other factors, domestic container shipping freight continued to grow in a rapid pace. It is expected that after 2012 the industry growth rate will reach about 20%. From a private equity investor's perspective, the valuation of this industry is in a lower level, and therefore it is the right time to get in. The investors should choose the domestic container shipping companies with core competitiveness. <<
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    作者简介
    王申:管理学博士,建投投资有限责任公司助理投资经理,研究领域:产业经济、宏观策略、金融市场等
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