招商局港口发布24 年业绩:营收同比+3.1%至118.4 亿港币;归母净利同比+27.0%至79.2 亿港币,符合我们的预期;扣非归母净利同比+22.6%至75.5 亿港币;完成集装箱吞吐量1.5 亿标准箱,同比+6.0%。同时,公司宣布年末每股派息0.636 港币,对应全年分红率47.0%。24 年盈利同比高增主因:1)港口吞吐量及装卸费率上涨推升盈利;2)来自上港集团投资收益增加;3)土地...
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