Cruise liner capacity growth rate to continue

Cruise liner capacity growth rate continued to develop offshore luxurious last minute discount cruisess tourism business we continue last week point of view: recommended &; ldquo Regional plate + rdquo; consumer upgrades of&\" Combining the strait shares, &; ldquo Inland water transport planning + Midwest regional development & rdquo; Chongqing in Hong Kong. (1) continued recommend strait shares. With the emergence of such luxury yacht, consumption upgrade may be the future a major investments. Strait shares is hainan island only international tourism has guest rolling transport business operation qualification of the listed company, the future existence into a sea of tourism development potential. According to company listed at the beginning of ldquo; proposed of&\" Appoaches & rdquo; Strategy, the company will exploit maritime luxurious last minute discount cruisess tourism business, then strait shares may become the first business last minute discount cruises company. (2) maintain zhonghai development there exists transaction sex opportunity point of view. East China power grid August coal stock available only for 10 days and days this week in security lines, coastal coal fares index continued last week rebound, including south China line freight rate average rise 13 percent, East China line 15 per cent higher tariffs on average. (3) industry rating: hold. Reason: demand growth is slowing, supply pressure is too great, industry trend reversal has not yet come. Sub industries briefly review (1) dry bulk market: supply pressure is still large industry. But by China\'s demand for iron ore, the short-term effects BDI will appear short rebound. Steel price rise steadily this week, the coastal port ore inventory reduction drive the ore import demand, BDI present one wave rallies. (2) last minute discount cruises market: the price continue to fall, the main reason or from capacity growth. This week the demand and supply of the Persian gulf region VLCC ratio reaches 1.25, compared with last week\'s 1.2 continued to rise, supply pressure still is obvious. (3) container market: ding peak has passed, enter setting. This week the spanish-american routes for 2635 CCFI fares index fell by 2.1%, a point last week, Eastern airlines CCFI index for 4063 points, a last week dipping 0.7 per cent, At the same time space utilization, ship slipped shipping space utilization rate has fallen beauty line to 85 per cent - 90%. We think that after the completion of the Occident fill inventory demand growth will slow down, container supply pressure will gradually revealed, and there are certain adaptation capacity.