《大行》华泰证券降中集集团(02039.HK)目标价至8.25元 预告利润高增评级“买入”

阿斯达克财经
Feb 07, 2025

华泰证券发表报告指,中集集团(02039.HK) 发布2024年业绩预告,预计净利润25亿至35亿元人民币(下同),按年增长493%至731%,扣非净利润26至36亿元,按年增长291%至441%。净利润中枢值高于该行此前预计的26亿元,认为主要集装箱行业需求在贸易量提升与红海事件等扰动因素下超预期增长。报告指,公司2024年业绩按年大幅增长或主要得益于集装箱行业高景气与海工行业的显著复苏。...

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