海丰国际20240608

Key Points Industry/Company Involved - Company: Hafuhai International - Industry: Shipping and marine transportation Core Views and Arguments - Global Seafarer Supply Chain Stability: The stability of the global seafarer supply chain is facing challenges due to the ongoing Honghai incident. - Long-term Demand: Despite the challenges, there is a positive outlook for long-term demand. - China's Export Performance: China's exports, particularly in the first four months of the year, have exceeded expectations. - Major Exports: The exports of China's three major items, including new energy vehicles, photovoltaic cells, and lithium batteries, have also performed well. [1]