Dimerco Express Corporation · TPEX:5609
Dimerco Express — Institutional Investors Conference 2024
27 slides from Dimerco Express's conference presentation, Aug 16, 2024
Slide 1: 中菲行國際物流股份有限公司 法說會
中菲行國際物流 股份有限公司 法說會 August 16, 2024
Slide 2: 空運市場狀況
空運市場狀況 根據國際航空運輸協會 (IATA) 發佈 的 2024 年 6 月全球航空貨運市場數 據顯示，年度需求持續強勁成⾧。 這使得航空貨運上半年表現異常出 CTK 色，貨運量超過 2023 年、2022 年， 甚至突破 2021 年的創紀錄水準。 2
Slide 3: 空運市場狀況
空運市場狀況 今年 1-7 月台灣空運總噸數 86.3 萬噸較 2023 年 81.8 萬噸增加 4.5 萬噸（約 5.4%），其中出口較去年成⾧ 9.4%，進口成⾧ 6.9%。亦已超前 2019 年空運總噸數 85.5 萬噸（約成⾧ 0.9%）， 顯示整體市場已恢復到 COVID-19 之前的水平。 年份比較 出口 進口 總貨量 （1-7月） 2024 vs 2023 +9.4% +6.9% +5.4% 2024 vs 2019 +0.1% +0.2% +0.9% 3
Slide 4: 空運市場狀況
空運市場狀況 7月與6月相比，空運進口噸數更是成⾧5.71%，總噸數成⾧4%， 顯示了空運市場的強勁。 月份比較 出口 進口 總貨量 7月 vs 6月 -1.1% +5.71% +4% 4
Slide 5: Global air cargo rates hit new high as cargo demand continues to grow
us SE TBIR ie Th ZAI 7 Global air cargo rates hit new high as cargo demand continues to grow Global air cargo demand, supply, load factor and freight rate developments IM % change Yor (LHS) Il % change Yoy (LHS) Demand — Chargeable weight index (RHS) Supply — Capacity index (RHs) (monthly avg 2023 =
Slide 6: 空海運價格變化
空海運價格變化 • 紅海事件 • 地緣政治影響 • 全球供應鏈的連鎖反應 6
Slide 7: Z 7010 Bai AY el i ARTS
Z 7010 Bai AY el i ARTS DIMERCO )
Slide 8: 中菲行多元化運輸的創新服務
中菲行多元化運輸的創新服務 三角貿易 跨境鐵路 跨境公路 海空聯運 滾裝船 旺季包機 節能減碳方案 8
Slide 9: 1. 三角貿易
1. 三角貿易 Rest of Europe 受到國家都市發展戰略 Canada Germany Korea 影響，許多大廠生產基 UK China United States Netherlands Japan India 地及其相關供應鏈移轉 Vietnam Thailand Headquarters Middle East Taipei, Taiwan 到第三地，因此中港台 Mexico Malaysia Philippines 接單、由東南亞出貨至 Singapore Rest of Southeast Asia Indonesia 歐美的貿易模式日趨興 South America A
Slide 10: 2. 跨境鐵路
2. 跨境鐵路 EKATERINBURG NOVOSIBIRSK Multimodal Transport From KR, JP, TW via CN to EUR 中菲行以「西安」做為 MOSCOW HAMBURG POZNAN MINSK 跨境鐵路的樞紐站，提 DUISBURG OKTYABR'SK ASTANA MUNICH ALASHANKOU 供全面的跨境鐵路物流 MALA ERENHOT ZHENGZHOU Distribute Cargo in 36 cities of 14 方案，包括鐵路貨運、 countries in Europe KOREA JAPAN XI'AN SH
Slide 11: 2. 跨境鐵路
2. 跨境鐵路 Changchun 中菲行以「西安」做為 Shenyang Beijing 跨境鐵路的樞紐站，提 Dalian XI’AN Tianjin Shijiazhuang Taiyuan Qingdao 供全面的跨境鐵路物流 Jinan 方案，包括鐵路貨運、 Zhengzhou Nanjing Suzhou 轉運服務及通關支持。 Chengdu Wuhan Hefei Shanghai Hangzhou Chongqing Ningbo Changsha Guiyang Nanchang Kunming Xiamen Guangzhou Nanning Shenzhen 11
Slide 12: 3. 跨境公路
3. 跨境公路 中菲行的跨境公路運輸以深圳做為樞紐中心，其服務包含中國全境配送、大陸與 香港、東南亞主要城市間跨境卡車運輸。 12
Slide 13: 4. 海空聯運（福建-台北港-空運各地）
4. 海空聯運（福建-台北港-空運各地） • 複合式運輸 • 同時結合海運及空運的優勢 • 滿足特定的需求 13
Slide 14: 滾裝船（RO/RO）
14 #2 fa ( RO/RO ) DIMERCO /)
Slide 15: 6. 旺季包機（上海-芝加哥）
6. 旺季包機（上海-芝加哥） 包機時間：九月至十二月初 需求上漲 + 旺季來臨 美國 中國大陸 15
Slide 16: 7. 航空運輸節能減碳方案
7. 航空運輸節能減碳方案 加入國泰航空「企業可持續航空燃油（Sustainable Aviation Fuel, SAF）計畫」 → 為客戶提供節能減碳之方案，減低物流業務對環境所造成的影響。 中菲行客戶 16
Slide 17: 自有辦公室營銷點及中菲行增值訊息系統
中菲行所推出的多元化運輸更加提升服務的靈活性和響應 速度，再加上以高達150個以上的自有辦公室營銷點及自 行開發的中菲行增值訊息系統（Dimerco Value Plus System®) 及無遠弗屆的「數位行銷」方式，隨時為客戶提供高效的 物流解決方案。 17
Slide 18: Ocean Market Outlook
Ocean Market Outlook Prepared by Peter Lin August 16, 2024
Slide 19: Executive Summary
EXECUTIVE SUMMARY Global Economy: Global economic growth projections remain positive, with the estimated GDP growth at around 2.5% for 2024. Recent PMI data indicate that GDP growth in most major advanced economies slowed at the end of Q2. Manufacturing in most advanced economies, except Europe, sho
Slide 20: Executive Summary
EXECUTIVE SUMMARY Supply of container ships: Net deliveries continue to increase significantly in 2024. The influx of new deliveries helped dealing with the reorganisation of networks after the shock of the Red Sea crisis and idling reamins low. The orderbook has started to decline but remains eleva
Slide 21: 1H 2024 has seen strong growth in container trade volumes
1H 2024 HAS SEEN STRONG GROWTH IN CONTAINER TRADE VOLUMES, IN LINE WITH IMPROVING MANUFACTURING EXPORT ORDERS Export Orders and Global Container Trade Global Investment, consumption and container trade Growth (% y/y) Business Activity (50=Neutral) Growth (% y/y) Growth (% y/y) 40 75 20 20 Global Con
Slide 22: 1H 2024 global container trade is rebounding
1H 2024 GLOBAL CONTAINER TRADE IS REBOUNDING. EXPORT OUT OF FAR EAST ARE STRONG, WHILE EUROPEAN AND NAM EXPORTS LAG BEHIND 5.9 Global Europe North 2.9 America 4.1 -0.8 Far East 14.7 5.7 Intra West Central 3.0 11.1 Europe Asia 4.1 6.4 2.9 Intra Intra America 2.3 Asia Africa Oceania Latin America 14.4
Slide 23: Forecasters expect container market growth of 3% ~ 4% in 2024
THE FORECASTERS EXPECT A CONTAINER MARKET GROWTH OF 3% ~ 4% IN 2024 Global container growth (%) 2022 2023 2024 Estimate for total market growth in 2024 is in the range of +2.5% to +4.5%. 4.1 3.0 3.1 0.3 0.5 0.4 -0.5 -0.3 -0.8 -3.8 -4.5 An EUR Shiping Line Alphaliner Clarksons Drewry (Jun 24) (Apr 24
Slide 24: Large influx of deliveries continued in 1H 2024, but idling remains low
THE LARGE INFLUX OF DELIVERIES CONTIUNED IN 1H 2024, BUT IDLING REMAINS LOW Net deliveries Idling TEU ‘000 Idle TEU as % of cellular fleet 800 740 12% 12% Deliveries Scrapping Net deliveries 671 638 605 600 10% 10% 501 465 440 414 429 412 400 364 357 8% 8% 319 332 330 332 281 276 260 295 273 269 256
Slide 25: Industry orderbook has rebounded but remains elevated
THE INDUSTRY ORDERBOOK HAS REBOUNDED STRONGLY SINCE END OF 2020, AND ALTHOUGH IT HAS STARTED TO DECLINE IT REMAINS ELEVATED. The industry orderbook is declining but remains elevated… Evergreen having the largest % of orderbook relative to fleet followed by PIL, HMM and CMA CGM Orderbook as % of curr
Slide 26: SCFI is again increasing rapidly; charter rates on the rise
AFTER MODERATING IN THE END OF Q1, THE SCFI IS AGAIN INCREASING RAPIDLY. CHARTER RATES ARE ALSO ON THE RISE BUT STILL BELOW THE PANDEMIC PEAK. SCFI freight rates Bunker index, charter rates and CTS price index Index, 2011 = 100 Index (October 16th 2009 = 1000) 700 700 6,000 YTD +132% 6,000 Bunker Pr
Slide 27: Dimerco - Connecting Asia with the world
DIMERCO ) Connecting Asia with the world
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