民生证券给予中集集团推荐评级:Q3业绩超预期,集装箱业务快速增长

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31 Oct 2024

民生证券10月30日发布研报称,给予中集集团(000039.SZ)推荐评级。评级理由主要包括:1)公司发布2024年三季报;2)受益全球贸易需求回升,公司集装箱业务实现高增;3)受益船舶和海工市场需求回暖,公司海工业务放量;4)持续看好公司海上钻井平台租赁业务前景。风险提示:经济周期波动的风险,贸易保护主义和逆全球化的风险,主要原材料价格波动风险,汇率波动风险。  AI点评:中集集团近一个月获得3...

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