班轮公司与码头的发展战略与未来航向.pdf

1、PRIVATE&CONFIDENTIALTim PowerManaging DirectorLines and terminals:developments and implicationsMPF 202427th June,20242Confidential|Drewry Shipping ConsultantsContentsTypes of terminal operatorWhy lines invest in terminalsHow they do itThe historical development of lines portfolios and their market s

2、hare 5Implications for the industry,particularly independent GTOs1234Rigorous analysis Practical advice3Confidential|Drewry Shipping ConsultantsThere are three principal types of global terminal operating companies:specialist stevedores,operators affiliated with container shipping lines and hybrids

3、Types of global terminal operating companySource:DrewryKey characteristics of global stevedores,carriers and hybrids(2021)-China Merchants Ports-DP World-Eurogate-HHLA-Hutchison Ports Holdings-ICTSI-PSA International-SSA Marine-Yildirim/Yilport-APM Terminals-China Cosco Shipping-CMA CGM-Terminal Inv

4、estment Limited(TIL)5-Hapag-Lloyd-Evergreen-HMM-ONE-Yang MingGlobal HybridsGlobal Stevedores Terminal OperationsGlobal Carriers Terminal OperationsGlobal Stevedores TerminalOperationsGlobal Hybrids TerminalOperationsGlobal Carriers TerminalOperations-Prime focus:Terminal operation-Terminals run as:P

5、rofit centres-Greater efficiency aimed for by implementing common systems across the terminal network to improve productivity-Extensive terminal networks spread investment risk-Prime focus:Main activity is liner shipping,but terminals form a separate business unit-Additional focus:Terminaloperation-

6、Terminals run as:More as profit centres than cost centres,although the degree varies-Extensive terminal networks support shipping activities but also provide an additional business stream-Prime focus:Container shipping-Terminals run as:Cost centres-Greater efficiency is gained by integrating the ter