国金机械满在朋丨中集集团公司点评:集装箱、海工景气上行,24年业绩高增

国金证券研究所
27 Jan

金选·核心观点作者:满在朋、房灵聪业绩简评1月24日,公司发布2024年业绩预告,2024年公司预计实现归母净利润25-35亿元,同比增长493%至731%;预计实现扣非后归母净利润26-36亿元,同比增长291%至441%,业绩高增。经营分析集装箱、海工景气复苏,2024年业绩高增。根据公司公告,2024年受益集装箱运输行业周期性恢复,以及红海事件拉长运距,集装箱制造业需求较好,公司集装箱制造...

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