南财智讯10月16日电,中集集团在投资者关系活动中表示,2025年上半年集装箱供应链景气指数处于景气区间,下半年三季度排产良好,四季度需进一步观察。长期来看,集装箱需求与全球商品贸易量紧密挂钩,在人口增长、人均财富提升、区域分工持续及供应链多元化、降碳等趋势推动下,集装箱周转速度降低,相同贸易量需要更多箱量支撑。叠加全球超5000万TEU保有量带来的年均200-300万TEU更新需求,未来行业年度...
Source Link南财智讯10月16日电,中集集团在投资者关系活动中表示,2025年上半年集装箱供应链景气指数处于景气区间,下半年三季度排产良好,四季度需进一步观察。长期来看,集装箱需求与全球商品贸易量紧密挂钩,在人口增长、人均财富提升、区域分工持续及供应链多元化、降碳等趋势推动下,集装箱周转速度降低,相同贸易量需要更多箱量支撑。叠加全球超5000万TEU保有量带来的年均200-300万TEU更新需求,未来行业年度...
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