Forecast: the demand growth slows down, and the revenue of centralized transportation industry will still grow
- Categories：Company News
- Author：haifeier
- Time：2022-03-10 09:28:31
The latest "container forecast" report released by deluli shows that although the growth momentum of container demand is weakening, the centralized transportation industry will still obtain higher income.
In view of the fact that rapidly rising inflation, continuous supply chain bottlenecks and the spread of the Omicron variant virus have slowed down the growth of the volume of shipping containers, deluli lowered the growth expectation of global port throughput in 2022 from 5.2% to 4.6%; The annual growth rate in 2021 was also reduced from 8.2% to 6.5%.
However, de Luli pointed out that the revenue of the centralized transportation industry will increase by more than 15% for the third consecutive year in 2022, and its annual operating revenue is expected to exceed US $500 billion for the first time.
Deluli also raised the EBIT forecast of the container transportation industry in 2021 to $190 billion from $150 billion previously.
In deluli's view, the third quarter of 2021 may be the peak of quarterly earnings of liner companies, but the performance in 2022 will remain stable, and the average level is expected to be slightly higher than last year. Deluli estimated the profit of container transportation industry in 2022 to be US $200 billion. This forecast is based on the shift of market focus from the volatile spot market to long-term contracts.
Sufficient cash flow brings more options for liner companies to pay dividends, repay debts and seek new growth opportunities.
De Luri pointed out that the epidemic and the subsequent supply chain crisis are the main drivers of the surge in profits and share prices of liner companies. The repair of the supply chain will last at least the whole year of 2022, while the emergence of Omicron has added new uncertainty.
In view of the fact that rapidly rising inflation, continuous supply chain bottlenecks and the spread of the Omicron variant virus have slowed down the growth of the volume of shipping containers, deluli lowered the growth expectation of global port throughput in 2022 from 5.2% to 4.6%; The annual growth rate in 2021 was also reduced from 8.2% to 6.5%.
However, de Luli pointed out that the revenue of the centralized transportation industry will increase by more than 15% for the third consecutive year in 2022, and its annual operating revenue is expected to exceed US $500 billion for the first time.
Deluli also raised the EBIT forecast of the container transportation industry in 2021 to $190 billion from $150 billion previously.
In deluli's view, the third quarter of 2021 may be the peak of quarterly earnings of liner companies, but the performance in 2022 will remain stable, and the average level is expected to be slightly higher than last year. Deluli estimated the profit of container transportation industry in 2022 to be US $200 billion. This forecast is based on the shift of market focus from the volatile spot market to long-term contracts.
Sufficient cash flow brings more options for liner companies to pay dividends, repay debts and seek new growth opportunities.
De Luri pointed out that the epidemic and the subsequent supply chain crisis are the main drivers of the surge in profits and share prices of liner companies. The repair of the supply chain will last at least the whole year of 2022, while the emergence of Omicron has added new uncertainty.
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