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随着中国出口逐步复苏,我们预期主要港口的货箱吞吐量将在2010年按年增长10%;同时,国内投资及消费增长超预期,则将促使干散货吞吐量按年增长15%。行业的强劲复苏,从基本面上对上市公司股价形成支持。
With the gradual recovery of China’s exports, we expect the container throughput of major ports to increase 10% YoY in 2010, while the unexpected growth of domestic investment and consumption will lead to a 15% increase in dry bulk throughput. The strong recovery of the industry fundamentally supports the share price of listed companies.