2024-05-22 07:34Group 1: Market Growth and Performance - The global container shipping market is expected to grow by 6.6% year-on-year in 2024 [1] - From January to mid-May 2024, the average CCFI (China Containerized Freight Index) increased by 22% compared to the same period last year [2] - The market loading rate remains high, leading to a significant increase in spot market freight rates [2] Group 2: Capital Expenditure Plans - The company's capital expenditure includes cash dividends to shareholders, shipbuilding payments based on construction progress, and compliance with port and terminal investment contracts [2] - The company is focusing on digital supply chain and green low-carbon development, enhancing its core competitiveness [2] Group 3: Shipbuilding Plans - As of the end of Q1 2024, the company has 34 ships on order, totaling nearly 680,000 TEU, including 12 methanol dual-fuel container ships scheduled for delivery by the end of 2028 [2] - The company has signed contracts for the retrofitting of several existing container ships to methanol dual-fuel [2] Group 4: Response to Changes in Cargo Flow - The company is adapting to global supply chain trends by balancing its network and strengthening its core competitiveness on traditional routes while expanding into emerging markets [2] - The company has introduced multiple 24,000 TEU container ships to the Asia-Europe route and added 14,000 TEU vessels to South American routes [2] Group 5: Operational Expansion - Currently, the company operates a total of 436 international and domestic routes, showing significant expansion compared to the end of last year [3] - The company has extended its partnership in the Ocean Alliance for at least five more years until 2032, launching new DAY8 route products [3]