港股異動丨中集集團AH股齊漲 H股大漲超11% 集裝箱訂單火爆
中集集團A股現升超4%,股價創18個月新高價。中集集團H股大漲11.22%,報11.70港元創逾2年半新高,總市值457億港元。
集裝箱市場近期需求有明顯增長,目前中集集團集裝箱訂單已排至明年春節前後。主要原因包括,一是受疫情影響,出口的集裝箱散落在全球各地,迴流不暢;二是國外政府出台疫情紓困計劃等財政刺激,導致短期內需求端超強表現,宅經濟火爆。
日前公佈業績顯示,第三季度實現淨利潤8.8億元,同比增長 2123.72%,扣非後淨利潤 4.3億,同比增長 949.34%。國元證券指出,公司主業快速復甦,利潤增長彈性大,集裝箱板塊是未來幾個季度公司利潤彈性最大的板塊。

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