2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 03:40Core Viewpoint - CIMC Group indicates that the container supply chain prosperity index will remain in a prosperous range in the first half of 2025, with good production scheduling in the third quarter and a need for further observation in the fourth quarter [1] Industry Summary - Long-term container demand is closely linked to global commodity trade volume, driven by population growth, increased per capita wealth, ongoing regional division of labor, supply chain diversification, and decarbonization trends [1] - The turnover rate of containers is decreasing, meaning that the same trade volume will require more containers to support it [1] - With over 50 million TEUs in global inventory, there is an annual replacement demand of 2 to 3 million TEUs, suggesting that future annual demand in the industry is expected to increase from the current baseline of 4 million TEUs to a higher scale [1]