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。展
望未来，公司作为全球集装箱制造行龙头，有望充分受益于国际商品贸易发展下持续向上的集装箱行业需求，叠加公司海工制造领域在手订单逐步交付，业绩有望持续兑现，维持“买入”评级。
该行指，基于公司2024年业绩预告及集装箱和海工行业景气度延续，上调2024至2026年净利润为 30亿、38亿及46亿元，前值26亿、36亿及44亿元。目标价由8.61港元降至8.25港元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-06 16:25。)
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