智通财经APP获悉，中集集团(02039)涨超5%，截至发稿，涨5.26%，报5.4港元，成交额799.13万港元。
消息面上，中集集团发盈喜，预计截至2024年12月31日止12个月集团合并归属于母公司股东及其他权益持有者的净利润区间为人民币25亿元至35亿元，同比增长493%至731%。主要因为2024年集装箱运输行业周期性恢复，且因红海事件拉长运距等因素，集装箱制造业需求较好，集团集装箱制造业务标准干货箱产销量创历史新高，该分部业务收入和净利润均较去年同期大幅上升；海工相关产业受益于市场需求的提升，2024年营收及净利润较去年同期上升。
国金证券表示，公司是全球集装箱行业龙头，23年标准干货箱、冷藏箱、特种箱产量均保持全球第一。1-3Q24公司干货箱销量248.63万TEU，同比增长422%，冷藏箱销量9.34万TEU，同比增长17%。伴随行业需求上行，看好公司集装箱制造业务产销量持续高增。此外，海工需求上行，装备价格持续上涨，看好公司海工业绩持续改善。
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