Optimizing Terminal Assets Portfolio
Outlook
Challenges
Global economic uncertainties due to continued COVID-19
Rising inflation
Increasing geopolitical conflict
Opportunities
Long term opportunities for overseas terminals development
as well as for domestic ports consolidation
Good prospect on the back of our effective lean operations
strategy
RCEP opportunities
We will actively enhance the gateway ports network and further strengthen supply chain to build terminal network in Middle East, Africa,
Southeast Asia and South America
Seize the opportunities of tariff increase in Chinese major ports, strong relationships with shipping companies, stronger bargaining power
to raise ASP on the back of the strong demand in the value chain
Effective lean operations strategy to increase revenue and control cost, leading to higher profit margin in our portfolio
Expect our equity throughput volume growth will be in line with the average of industry
Strong revenue growth and effective cost control could drive better and sustainable profitability
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