港股异动 | 中国外运(00598)绩后跌超7% 货代货量增速趋缓 三季度纯利同比下滑逾10%

智通财经
28 Oct 2024

智通财经APP获悉,中国外运(00598)绩后跌超7%,截至发稿,跌7.14%,报3.64港元,成交额3723.77万港元。

消息面上,中国外运公布9月止首三季度业绩,按中国会计准则,实现营业收入858.72亿人民币,同比增加17.9%;归属股东净利润28.25亿元,同比下滑10.4%;扣非归母净利润25.91亿元,同比下滑7.13%。单看第三季度,公司实现营业收入295.05亿元,同比增长18.27%;实现归母净利润28.25亿元,同比下滑10.41%;实现扣非归母净利润7.92亿元,同比下滑7.84%。

国联证券指出,外需景气相对回落,代理货量增速放缓,公司代理业务受出口景气度影响较大;内需相对走弱,合同物流承压。展望未来,随着国内刺激政策出台,内需逐步恢复,公司专业物流业务或可筑底反弹。此外,公司股息率依旧具备吸引力。

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