国金证券10月30日发布研报称,给予中集集团(000039.SZ)买入评级。评级理由主要包括:1)集装箱需求持续复苏,看好集装箱制造业务业绩改善;2)海工周期上行,海工装备租金持续增长,看好公司海工业绩持续;3)附录:三张报表预测摘要。风险提示:全球商品贸易复苏不及预期、原材料价格波动风险、行业竞争加剧风险、汇率波动风险 。 AI点评:中集集团近一个月获得2份券商研报关注,买入2家。(文章来源:...
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