海丰国际:专精稳健经营打造小型集装箱船市场龙头 再乘产业转移东风

申万宏源研究
29 Apr

逆境中成长,专精亚洲区域市场,稳健经营构筑公司护城河。公司发展定位专注于亚洲区域内市场,以稳健专精的经营风格,打造了公司在竞争激烈的东南亚市场领先的地位。公司控制运力全球排名第14 位,亚洲区域内市场排名第4 位。通过在亚洲区域市场的深耕,以及逆周期运力扩张,公司一方面创造了优于同行的成本优势,同时以充足的运力享受了周期上行时的红利。近些年公司努力提升自有船比例,创造更强的抗周期性。产业转移进一步...

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