东吴证券给予中集集团买入评级:归母净利高增,持续受益集装箱需求复苏

每日经济新闻
22 Oct 2024

东吴证券10月21日发布研报称,给予中集集团(000039.SZ,最新价:8.27元)买入评级。评级理由主要包括:1)Q3归母净利润增速中枢889%,基本符合预期;2)集装箱:存量更新+全球贸易增速修复,板块量价有支撑;3)海工造船:受益周期回暖,公司订单高增迎盈利拐点。风险提示:宏观经济波动、地缘政治风险、原油价格波动等。  AI点评:中集集团近一个月获得1份券商研报关注,买入1家。(文章来源:...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10