编辑|Lady呱呱来源|广发机械中集集团24年报点评业绩超预期,海工业务反转#24年业绩超预期。24年实现收入1776.6亿元,同比+39%;归母29.7亿元,同比增长6x;扣非归母34.5亿元,同比增长4.2x。公司非经损失增加主要系23年有汇兑收益和车辆股权处置收益。海工建造首次扭亏为盈,业绩反转奇点时刻已至,后续有望带动业绩快速增长。#集装箱销量暴增、价格有所回升。24年集装箱收入622亿,...
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