This year, some of the strongest ship enterprises and keen sense of smell investment (speculative) hunters who have started to increase the intensity. Norwegian shipping magnate, Italian shipowners, China Shipping Group, Sai Sipan, K-line, Mediterranean Shipping, CIMC, and CSAV and other enterprises in batch-made large vessels. According to the China Shipbuilding Industry Association statistics, the first half of the country to undertake new ship orders grew by 113.2 percent year on year, of which export ship orders to undertake is to achieve an increase of 163.3%.

Investment Advisor in the transportation industry researcher Cai Jianming said the whole, the three major market segments worldwide shipping overcapacity, insufficient demand is still very prominent in the short term the shipping industry to enhance the probability of recovery is not large. The number of hunters shipbuilding aviation enterprises are forced helpless choice of market competition, although the cost per tonne decline, but it will further deepen the contradiction between supply and demand, thus postponing the entire industry was recovering. The recovery of the shipping industry in the global economy enterprises rely warm recovery.

Although the U.S. economy has been showing the current recovery trend, it is coming out of Europe's debt crisis, the global real significant, rapid signs of recovery did not occur. Economic recovery driven trade, boosted corresponding end demand is not obvious. Short-term boost to the market demand is more reflected seasonal factors, rather than the industry cycle warmer. Significant boost in demand is still nowhere in sight, oversupply is still prominent in the moment, many aviation enterprises will only intensify competition for ship excess supply capacity. Industry competition is probably a lot of aviation enterprises currently have to make capacity expansion reasons, but in the current industry downturn in the short term is still present, the ship competition, capacity expansion or only add to the burden on enterprises is not conducive to business through Industry strict control. Moreover, hold together for warmth, cooperative control capacity is the winter of aviation enterprises have more feasible and effective option. Investment Advisor Industry Research Manager Guo Fan Li pointed out that the downturn in the market for several years have been so many aviation enterprises, shipbuilding enterprises feel more difficult to survive, and even decline in performance loss is almost universal phenomenon. The shortage of funds, bank loans tightened financing more difficult cases, the aviation enterprises, the expansion of shipping enterprises blind hunters are not sensible, is not conducive to their survival and development, and industry to pick up recovery.

Investment Advisor in the release of " 2013-2017 China Shipping Industry Investment Analysis and Forecast Report" that the bottom of the cycle in the industry, the " turnaround" has become the highlight of the Air Enterprise Performance wording. China COSCO, China Shipping Development, CSCL, COSCO shipping only through the realization of assets, capacity, route adjustments, and other ways to improve performance. At the same time, the majority of aviation enterprises gearing ratio upward trend, operating cash flow also showed a negative state, the credit risk is gradually accumulate.