Recently, the General Office of the Ministry of Transport issued the “Notice on Carrying out Actions to Improve Refrigerated Container Port and Shipping Services” “, the “Notice” pointed out that by 2023 At the end of the year, refrigerated containers based on blockchain and Internet of Things The service capabilities of ports and shipping have improved significantly, and major shipping companies have added IoT refrigerated containersbox1.8 10,000 TEU (TEU) above.
Link:https://xxgk.mot.gov.cn/2020/jigou/syj/202205/t20220510_3655108.html
refrigerated container refers to a container with heat-insulated walls (including end walls and side walls), doors, bottom and roof, which can prevent internal and external heat exchange. This kind of container has the advantages of flexible and efficient loading and unloading, high utilization rate of loading and unloading volume, stable cargo transportation temperature, and low cargo pollution/The loss rate is low, and the transportation cost is relatively low. Under certain conditions, it can also be used as a movable cold storage.
TEU, is EnglishTwenty-feet Equivalent Unitabbreviation. The length is 20Foot container is an international unit of measurement, also known as the international standard container unit. It is usually used to indicate the capacity of a ship to load containers, and it is also an important statistical and conversion unit for container and port throughput.
Currently, polyurethane insulation materials and processes, inThe application in the production of refrigerated containers is mature and stable, and there are few competing materials. The insulation layer of refrigerated containers generally adopts discontinuous sheet technology, pouring and foaming. Good insulation performance.
Review2021Year:The domestic refrigerated container industry is highly concentrated, and leading companies include CIMC, Huanyu and Fuhua. Among them, CIMC’s market share has reached more than half of the country. 2021year, global Ports and inland transportation have been operating inefficiently due to the epidemic, resulting in the loss of effective global container capacity, poor return of empty containers, and a sharp drop in container turnover efficiency. “One box is difficult Seek” to become2021The container market in 2021 Keynote. Therefore, in that year, CIMC’s cumulative sales of refrigerated containers14.83万TEU, year-on-year growth15.32%, the overall national refrigerated container market size also achieved year-on-year growth.
Outlook2022Year:According to the analysis of CIMC,“expected2022Comparison of annual container demand2021The historical highs in 2021 will be pulled back, but still It will be at a relatively good level. The global supply chain crisis caused by the epidemic is difficult to cure in the short term, and the effective capacity loss caused by congestion may continue to exist. It is expected2022The annual container shipping market will remain In the tight supply situation, the container shipping industry is expected to continue its high profitability. By2020～2021Influenced by the limited supply of containers in 2021, the overage service in the market The old box is larger,2022The demand for container elimination and renewal will remain high in the next year.
<span style="font-family:"Arial", CPIcontinued to rise, the Fed raised interest rates, etc. behavior, so trade demand has been lowered compared to the beginning of the year. Clarksons (Clarksons , the world’s largest integrated shipping service company)Will2022The growth rate of container trade in 2019 was lowered to3.6% (previously 4.8%). On the other hand, the international epidemic situation is complex and changeable. Despite this, Drewry4Month26Japan’s profit forecast for shipping companies remains high, expected2022 span>The EBIT profit of the shipping company will reach 3000100 million US dollars, a year-on-year increase40%. According to the latest performance disclosed by the shipping company, CIMC believes that the shipping company has enough cash to complete the renewal of containers.
To sum up, although this year3 – 5 In March, the epidemic in some areas of the country caused the production of container manufacturers to be affected to varying degrees. However, based on the above, we believe that under the premise that the epidemic is controlled as soon as possible and effectively, the shipping from shipping =”font-family:”Microsoft Yahei”,sans-serif”>Container company’s old container elimination update, and the planning of refrigerated containers based on the Internet of Things are good,2022-2023In 2022-2023, the overall domestic production and sales of refrigerated containers are still expected to run at a relatively high level.
�Geopolitical events lead to soaring international energy prices,CPIcontinued to rise, the Federal Reserve raised interest rates and other actions, so trade demand has been lowered compared to the beginning of the year. Clarksons (Clarksons , the world’s largest integrated shipping service company)Will2022The growth rate of container trade in 2019 was lowered to3.6% (previously 4.8%). On the other hand, the international epidemic situation is complex and changeable. Despite this, Drewry4Month26Japan’s profit forecast for shipping companies remains high, expected2022 span>The EBIT profit of the shipping company will reach 3000100 million US dollars, a year-on-year increase40%. According to the latest performance disclosed by the shipping company, CIMC believes that the shipping company has enough cash to complete the renewal of containers.
To sum up, although this year3 – 5 In March, the epidemic in some areas of the country caused the production of container manufacturers to be affected to varying degrees. However, based on the above, we believe that under the premise that the epidemic is controlled as soon as possible and effectively, the shipping from shipping =”font-family:”Microsoft Yahei”,sans-serif”>Container company’s old container elimination update, and the planning of refrigerated containers based on the Internet of Things are good,2022-2023In 2022-2023, the overall domestic production and sales of refrigerated containers are still expected to run at a relatively high level.
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