中集集团今日盘中股价大涨5%,引发市场广泛关注。
消息面上,公司已发布2024年业绩预告,预计实现归母净利润25-35亿元,同比将大幅增长493%-731%,主要源于两大主业集装箱和海工行业景气周期的回暖。
其中,集装箱业务受益于全球贸易量增长和存量更新,产销量创下历史新高。而海工业务则凭借海上油气开发资本开支提升、新能源领域发展等,新签订单同比大增121%,在手订单饱满。未来随着订单持续转化为营收利润,公司业绩有望进一步向好。
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