Developed economies recover, shipping and port industry recovers in an all-round way

After experiencing the aftershocks of the economic crisis, the GDP growth rate of the world's major economies has stabilized since the second half of 2010, and the economies of major emerging countries have continued to grow strongly. In early 2011, developed countries around the world showed a strong momentum of economic recovery. The US economy has recovered optimistically and will exceed expectations. It is predicted that the US GDP growth in 2011 will reach about 4%. The economic trends of countries in the euro zone continued to diverge, but major countries recovered significantly.
The peak of inventory replenishment in the United States has passed, but it will continue. Sales of consumer goods (including fast-moving consumer goods FMCG and durable consumer goods DCG) rebounded rapidly. In terms of infrastructure construction, Obama proposed in his State of the Union address in January 2011 that "infrastructure beyond" is one of the "three beyond" concepts of governance, that is, the United States needs capital goods (industrial products, etc.) will perform well. Based on the strong guidance of China's equipment manufacturing strategy, China's equipment import and export will grow beyond expectations.
The supply and demand of industrial raw materials will also stabilize after the disaster in Australia, but it will be difficult to make a big improvement. The BDI index will rebound rapidly here historically. However, due to the adjustment of China's industrial structure, the growth of industrial raw materials mainly iron ore will be slow.
 
The structure of international shipping supply and demand will be differentiated
Shipping industry data show that in the three years since 2011, the global container shipping capacity has increased by 27%, with an average annual growth rate of 9%. The supply and demand of container transportation has basically been balanced within three years, but the overall volume and capacity have increased significantly. The new capacity of dry bulk, oil tanker and chemical industry is more than 50%, and the average annual growth rate is more than 12%. It is predicted that the average annual growth of dry bulk cargo volume will be within 10% in three years. The contradiction between supply and demand of dry bulk transportation is gradually worsening.
Under the strategic cultivation and export-oriented support of the domestic equipment manufacturing industry, as well as the continuous improvement of infrastructure investment in major international economies, China's equipment manufacturing industry will usher in the spring of export development, especially for high-speed rail supporting products and mechanical products. The market space is huge. Chinese-made industrial products, especially automobile exports, continued to maintain a good growth trend.
China's total imports and exports will continue to grow strongly this year. Data show that in January 2011, the throughput of my country's top container ports achieved a high growth rate of over 18%. In January 2011, the cargo throughput was 41.632 million tons, a year-on-year increase of 12.4%; the container throughput was 2.708 million TEUs, a year-on-year increase of 21%, both hitting record highs. The throughput of other domestic ports also broke historical records in January.