Recently, China International Marine Containers (Group) Co.Ltd(000039) disclosed its annual report. In 2021, the company achieved a revenue of about 163.7 billion yuan, exceeding 100 billion yuan for the first time, with a year-on-year increase of 74%; The net profit attributable to the parent company reached 6.665 billion yuan. Both revenue and profit hit record highs.
The prediction of the future development trend of containers by industry leading companies has attracted much market attention. At the performance conference, Mai Boliang, chairman and CEO of China International Marine Containers (Group) Co.Ltd(000039) said: “the company’s container orders in the first and second quarters are relatively full. We judge that the demand and price in 2022 will be above the average level.”
Rapid development of container incremental business
In 2021, China International Marine Containers (Group) Co.Ltd(000039) container segment achieved an operating revenue of 65.967 billion yuan, a year-on-year increase of 197.64%; The net profit was 11.327 billion yuan, a year-on-year increase of 469.94%.
“Last year’s container market was very good, but it also has a certain chance. In the future, the container market will gradually return to normal.” Mai Boliang said that at the beginning of the year, the authoritative industry consulting organization predicted that the global container production and sales volume would exceed 4 million TEU this year, and the price should also be higher than the average level. It is expected that the profit of container business will still be at a relatively good level this year.
While enjoying the industry dividend period, China International Marine Containers (Group) Co.Ltd(000039) also took the initiative to “make moves” to counter the cyclical fluctuations of the industry. “At present, CIMC’s container business has extended to areas other than dry containers, refrigerated containers and special containers. The rapid development of container incremental business can well restrain and hedge the cyclical fluctuations of the container industry and build a long-term and stable value growth curve.” Said maiboliang.
The logistics sector will be listed in the first half of the year
China International Marine Containers (Group) Co.Ltd(000039) logistics service sector also performed well in 2021. This sector contributed revenue of 29.471 billion yuan, a year-on-year increase of 177%; The net profit was 542 million yuan, both reaching a record high.
The logistics service sector is expected to achieve greater growth this year From the perspective of roe, which is not expected to take up 20%, the profit rate of the manufacturing industry will be higher than that of the manufacturing industry, although it is expected that roe will take up 20%
China International Marine Containers (Group) Co.Ltd(000039) placed high hopes on this business segment. “Recently, the logistics service business has just introduced high-quality strategic investors such as Shanghai International Port (Group) Co.Ltd(600018) , hidden mountain capital under PLoS, and plans to start listing in 2022.” Mai Boliang revealed.
Actively layout the upstream and downstream ends of the hydrogen energy industry chain
The energy, chemical and food equipment sectors are also the business sectors with China International Marine Containers (Group) Co.Ltd(000039) net profit growth exceeding 1 time. In 2021, the business segment contributed revenue of 19.528 billion yuan, a year-on-year increase of 46.92%; The net profit reached 885 million yuan, a year-on-year increase of 145.57%.
Among them, the layout and development of the company in the field of hydrogen energy have attracted much market attention. Mai Boliang said, China International Marine Containers (Group) Co.Ltd(000039) in the hydrogen energy track, it is an integrated layout with an earlier start-up time, and has the advantages of internal business coordination and operation integration. On the basis of consolidating the midstream storage and transportation equipment, combined with its own industrial resources, the company will more actively layout and force the upstream and downstream ends of the hydrogen energy industrial chain.
In the field of hydrogen production, China International Marine Containers (Group) Co.Ltd(000039) has cooperated with Angang to start co production of hydrogen from coke oven gas, and will further cooperate with steel mills to obtain and develop more coke oven gas resources to produce blue hydrogen. In the field of green hydrogen, China International Marine Containers (Group) Co.Ltd(000039) is actively acquiring electrolytic cell equipment manufacturing enterprises, and exploring and distributing offshore wind power hydrogen production, green methanol hydrogen production, etc.
In the midstream storage and transportation link, CIMC Enrico has become one of the main suppliers of type III hydrogen storage bottles, and has jointly established a joint venture with heskang to produce world-class type IV hydrogen bottles. At present, the production line has been started in Shijiazhuang.
In terms of downstream applications, hydrogen energy commercial vehicles are expected to become a new blue ocean in the field of hydrogen fuel cell vehicles in China. Cimc Vehicles (Group) Co.Ltd(301039) , CIMC Enrico, CIMC Tianda and other relevant enterprises under China International Marine Containers (Group) Co.Ltd(000039) are actively developing various hydrogen energy commercial vehicles and logistics equipment, such as hydrogen energy mixing vehicles, muck vehicles and ferry vehicles.
