2014年1月19日星期日

2014 or weak recovery

For shipping cargo ships in 2014, many research institutions and securities analysts agree that industry has a bottom in 2013, in 2014 is expected to begin to recover,API x52 ERW Carbon Steel round Pipe manufacturers thickening performance related shipping companies likely to come.Among them, the dry bulk market is superior to the freight market, freight market is superior to the oil market.

Shanghai international shipping research center released on January 6, 2013 in the fourth quarter of the China shipping according to the report, China's shipping industry to realize preliminary recovery last year,Schedule 40 elbows for chilled water system this year is expected to continue to improve.According to the China shipping survey, more than sixty percent of shipping entrepreneurs think of shipping market in 2014 will further recovery, China shipping boom index is expected to be 101.38 points in the first quarter, is still in a good range, positive trend.

Carat eriksson predicted that in 2014 global seaborne trade will be more than 10 billion tons.Carat eriksson Li Chengshan after Shanghai office shipping analyst, shipping industry since 2013 in August began to show signs of recovery, the recovery will last for two years,Hot Expanded welded spiral steel tube capacity and demand growth in 2014 will be around 6%.

Shenyin Wan Guoyan reported that new ship delivery has passed its peak in 2014 shipping overcapacity situation overall relief, watch the dry bulk sector of high elasticity.

Among them, the agency predicted dry bulk market fundamentals will good in 2013.International ore (especially long distance of Brazil ore) capacity expansion may lead to China's iron ore demand is further import substitution.Galaxy securities analyst forecasts, in 2014 the average BDI is expected to reach 1500-1800, freight high volatility is expected to exceed 2013 years.

2014年1月13日星期一

The shadow banking risk problem

Shadow banking risk problem, not today was, as early as 2010 shadow banking risk exposure with starved private enterprises as well as the real estate boom,API 5L 168mm hot dipped galvanized steel pipe last year also is widely believed could be detonated a powder keg of Chinese financial crisis.While China's economy and property was passed in 2013, and the performance of the real estate is also worth noting, however, last year the shadow banking risk indeed reached a very dangerous situation, if there is no monetary realistic loose and the rise of the real estate market in June, Chinese financial turmoil is likely to detonate.

Although we dodged a bullet, but we understand that the main factors that have dodged a bullet is not a fundamental reversal caused by the economic situation.The real estate market's astonishing comeback in June,ASME B36.10M pe coating carbon steel tube essentially created a lot of credit, and a lot of credit means more money, money more and support the sharp rise in house prices and trading volume.In such a background, the local debt crisis, the shadow banking crisis and economic downturn risk seem to have been resolved, or be transferred, but in fact, these questions have no real be solved, but more concentrated, the bank in case of shortage of money, just to asked the bank for money, even though they have because of mismatching of profit-seeking valuable credit funds, but the status of "too big to fail",asme b16.28 short radius elbow 45 degree A234 WPB regardless of the real economy, and financial institutions are the mechanism of a one-way ticket let Banks become the makers of the crisis.