Investor Presentaiton
华先華中
CHINA PIONEER
Focal Points of Q2 2022
RCIT 中国航運股份有限公司
Chinese Maritime Transport Ltd.
War Between Russia and Ukraine
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Russia's invasion to Ukraine has escalated
tension in the region and triggered excessive
movement in commodity prices and disruption
within the supply chain
Global Demand for Coal
International coal prices soared after Russia's
military invasion therefore in order to expand
its sources of raw materials, Europe has turned
to other countries such as Australia and
Indonesia to import coal
PRC Covid-19 Fallout
The government has set target to cap steel
production dampening demand for iron ore
but market should stabilize post Winter
Olympics except new waves of Omicron may
restrict production and transportation of steel
Chain Effect of All Ship Types
Due to more long haul shipments and PRC' s
demand for raw material, market anticipates
tighter tonnage balance in all dry bulk ship
sectors
Mar/2022 Investor Presentation
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