□ 南京日报/紫金山新闻记者 徐宁 "过去，我们在南京的客户相对不多。今天来的多是南京的行业龙头企业，也跟公司的客户群高度契 合，我们将以此为契机，积极融入南京工业经济生态圈，用好产品为南京工业企业转型升级作出贡 献。"日前举行的南京市"宁工品推"重点推广产品专场对接活动——南京国睿信维软件有限公司对接暨 观摩会上，该公司总经理余定方表示。 政府搭台、企业唱戏、共谋发展。记者从市工信局获悉，今年以来，我市已成功举办36场"宁工品推"拓 市场供需对接活动，且更加突出企业需求、更加突出活动实效、更加突出系统性，通过"再升级"进一步 助力企业抢订单、拓市场、促生产，促进产业链上下游、产供销、大中小微企业融通发展，推进产业集 群强链补链延链。 更加突出企业需求，"量身定制"精准对接拓市场 在国睿信维对接暨观摩会上，中国石化扬子石油化工有限公司、紫金山实验室、中车南京浦镇车辆有限 公司等近20家企业和科研机构齐聚一堂。"REACH睿知自主工业软件产品不断丰富完善、推陈出新，打 造了20多款相互关联的工业软件应用，已在C919大飞机、新型舰船等国之重器项目中大放异彩，服务 客户数量超千家，技术实力与行业影响力稳居全国前列 ...

马士基：将于2025年6月1日起调整我们的内陆运费。 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [2][7]. Core Insights - The company focuses on the Asian container shipping market, establishing a leading position through specialized and stable operations, particularly in the Southeast Asian market [6][20]. - The ongoing industrial transfer, accelerated by U.S. tariff policies, is expected to sustain long-term demand in the Southeast Asian region [6][9]. - The emergence of new alliance models and various disruptions are likely to benefit the flexibility of smaller vessels [6][10]. - Limited new ship supply may lead to negative growth in capacity in the future, particularly for smaller container ships [6][10]. - The company is projected to achieve revenues of $3.086 billion in 2025, with a slight growth of 0.93% year-on-year [5][7]. Summary by Sections Company Overview - The company has developed into a leading container shipping enterprise in Asia, focusing on container shipping and logistics since its establishment in 1991 [20][25]. - It operates 78 trade routes covering major ports across Asia, with 98% of its capacity dedicated to the Asian market [25][28]. Market Competition - The Asian container shipping market is characterized by relatively low concentration and intense competition, with no significant price wars [37][41]. - The company has leveraged its scale advantages and cost efficiencies to stand out in this competitive landscape [51][52]. Industrial Transfer and Market Dynamics - The report highlights that the industrial transfer from China to Southeast Asia is expected to increase shipping demand, particularly for smaller vessels [6][67]. - The flexibility of smaller vessels is emphasized as a key advantage in the changing market dynamics [6][10]. Financial Projections and Valuation - The company is expected to see revenues of $3.086 billion in 2025, with a projected net profit of $1.042 billion, reflecting a year-on-year growth of 1.28% [5][7]. - Historical valuation ranges from 10-20 times, with current estimates suggesting a low valuation of 5-7 times PE, indicating potential for valuation recovery [6][7].