China Shipping Report Q4 2014

China Shipping Report Q4 2014

Includes 3 FREE quarterly updates

BMI View:
We maintain our cautious view for China's shipping sector. While the outlook for China's traditional economic growth drivers such as heavy industry and real estate construction remains cloudy, the outlook facing the more consumer-focussed industries is relatively strong over the medium term. Overall, though, as the traditional sectors remain the dominant drivers of the economy, we remain cautious in our real GDP growth outlook. We expect the economy to expand by 7.1% in 2014, before slowing to average 6.1% over the next five years and caution that there are downside risks to this forecast.

After a decade-long cycle of high commodities prices partly boosted by stellar demand growth in China, the ongoing slowdown of the country's economy and rebalancing away from metal-intensive manufacturing and construction sectors raises questions over the future of China's commodities demand and import needs, with a possible negative knock-on effect on dry bulk imports in particular. We also caution that the inevitable bursting of the ongoing credit bubble could serve to undermine the profitability of the consumer-focused industries.
BMI Industry View ... 7
SWOT 9
Shipping .. 9
Political . 11
Economic ... 12
Business Environment .. 13
Industry Forecast .. 14
Port Of Shanghai Throughput 14
Port Of Shenzhen Throughput 19
Table: Major Port Data (China 2011-2018)..........................20
Table: Trade Overview (China 2011-2018)........................... 25
Table: Key Trade Indicators (China 2011-2018).........................25
Table: Main Import Partners, 2004-2012 (USDmn)........................27
Table: Main Export Destinations, 2004-2012 (USD)........................ . . 27
Market Overview ... 29
Industry Trends And Developments 36
Company Profile 41
Sinotrans ... 41
China Shipping Container Line (CSCL) ... 46
COSCO - Dry Bulk .. 54
Shipping - Global Industry View ... 60
Container Demand: . 60
Container Supply: 68
Container Rates: . 74
Global Company Strategy . 77
Maersk Line ... 77
Mediterranean Shipping Company (MSC) 87
CMA CGM . 93
Evergreen Line .. 104
COSCO Container Lines Company (COSCON) ... 112
Macroeconomic Forecast .. 119
Economic Analysis . 119
More Cities To Witness Price Declines . 120
Government, PBoC Likely To Tweak Policies 121
Economic Reforms Another Headwind . 122
Table: Economic Activity (China 2009-2018).......................... . 124
Demographic Forecast ... 125
Table: China's Population By Age Group, 1990-2020 ('000)...................... . 126
Table: China's Population By Age Group, 1990-2020 (% of total)....................127
Table: China's Key Population Ratios, 1990-2020......................... 128
Table: China's Rural And Urban Population, 1990-2020....................... . 128
Loading...

We are very sorry, but an error occurred.
Please contact support@reportbuyer.com if the problem remains.