Container sales and profit levels continued to exceed expectations, industry to improve the ecological environment. At present price of around $2900 /TEU, wool interest rate is about 22% ( the highest ), the companys first quarter sales of about 490000 TEU, the two quarter is expected to 4
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CIMC group 13.02+0.211.64%
50000 TEU. Box prices will continue to rise is expected to promote the early release of demand, three big container group " price alliance, " pull up the container wool interest rate. We expect the box price along with the rising cost of rising trend, but more than 20% gross margin may not be sustainable in the long term. We are neutral predict annual container demand at about 3500000 TEU, an increase of about 25%.
Road transport vehicle heavy truck downturn influence, combined with heavy truck is difficult in the short term profit contribution. This year is expected to set Swiss United truck sales of close to 10000, a conservative estimate of sales in the 7-8 table, fold in the 500000 yuan, reached a difficult balance; industry competition is intense, special purpose vehicle company core parts subject to external suppliers, short-term inside expand the domestic heavy truck market still has great uncertainty, expected short-term vehicle business gross margin no obvious rise.
Energy and chemical food equipment business integration potential targets, the whole industry chain. Established in Jian Ruike service dominant provider role, the current focus is to improve the natural gas industrial chain. The company quickly formed through the acquisition and merger of the plate business is spurious, energy equipment still further integration of space and the integration of potential. Relying on the group of scale advantages and technical support, the business gross margin is expected to continue to maintain a steady rise.
Marine order adequate, group president of Raffles CEO sent a positive signal. Company president Mabryan in April this year to direct as CIMC Raffles executive director and CEO, will integrate more resources to support the business development group. At present the company in order to receive about $1500000000, is a big probability event; is expected to be delivered in 6 orders this year, revenue of about $600000000. Italy the order has been confirmed Maori back flushing may still have a greater negative impact on performance this year, but significantly reduced losses can be expected.
Ms. Jo Dai