With the epidemic raging and geopolitics overlapping, the global container transportation supply chain is in a state of tension. Which companies are worthy of attention?

At present, the global epidemic situation and geopolitical uncertainty shock make the global container transportation supply chain more and more tense; Affected by this, the future performance of shipping companies is expected to be greatly improved, and the following listed companies are worthy of attention:

Changhang Phoenix (000520)

The company's main business is dry bulk shipping and port logistics services, including dry bulk shipping, shipping agency, freight forwarding, integrated logistics and special large-scale transportation; Ship leasing; Crew service, property management, etc. The company's transportation mainly adopts the business model of self-operation and regular lease. Because the shipping industry is a fully competitive market, at present, performance-driven mainly depends on asset scale, cost competition and improving management level.

During the Tenth Five-Year Plan period, the company will strive to achieve the overall strategic goal of the company's overall layout of "river, sea, ocean and river", plan to develop the shipping capacity of about 6.5438+0 million tons, and build a comprehensive platform for investment and financing management of shipping logistics with the shipping logistics sector as the main body and the structure of "one main, three branches and three points" to achieve coordinated development. Focus on building two pillar plates, namely, the coastal dry bulk logistics and transportation services have reached the leading level in the industry; Yangtze River transportation logistics service has become a well-known brand of inland transportation logistics, and entered the phalanx of head enterprises in the Yangtze River basin.

The company's performance is expected to be 80 million yuan to1200,000 yuan, with a change range of 659. From 8 1% to103389.100000000805

Zhongyuan Haineng (600026)

The group's industries are crude oil and refined oil, liquefied natural gas and chemical water transportation. The main business includes international and China coastal crude oil and refined oil transportation, international liquefied natural gas transportation and international chemical transportation. As of June 30th, 20021year, the group * * * owned and controlled 249 10000 dwt oil tankers 165, including self-owned 2 154 dwt oil tankers; Leased capacity 1 1, deadweight tonnage of 3.04 million tons. In addition, there are three ships with an order volume of 420,000 dwt.

According to the statistics of capacity scale, the group is the largest tanker owner in the world. At the same time, the Group is a leading enterprise in the transportation of crude oil and refined oil along the coast of China. In the field of coastal crude oil transportation, it has always maintained a leading position in the industry and a market share of more than 55%.

At present, the group's tanker fleet ranks first in the world. The main customers of oil transportation business are world-renowned oil companies. By providing customers with high-quality transportation services, the company has established a solid business cooperation relationship with customers. High-quality and stable customer resources are the cornerstone of the company's stable development in the future.

Zhonggu Logistics (603565)

The company's main business is container logistics service, and it is one of the earliest domestic enterprises specializing in domestic coastal container cargo transportation. At present, its transportation capacity ranks in the top three in the domestic container transportation industry. As of June 30th, 20021year, the container ship capacity operated by the company was about 2.4 million deadweight tons, and the container capacity was about 400,000 TEUs.

Today, the company has formed a comprehensive multimodal transport logistics system covering the whole country. Through the organic combination of ports, routes and intermodal routes, an all-round and multi-level comprehensive multimodal logistics system has been constructed. At present, the company's shipping network covers 25 major coastal ports and more than 50 inland ports in China, covering all 15 ports of the "Belt and Road" except Sanya Port, as well as coastal ports around Bohai Sea, Yangtze River Delta, Southeast Coast, Pearl River Delta and Southwest Coast, with wide coverage and stable schedules.