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中集集團AH股齊漲:A股10月至今累漲超80% H股創5年新高
格隆匯 11-09 14:37
格隆匯11月9日丨物流股中集集團AH股今日繼續齊漲創階段新高,A股一度觸及漲停,股價創2018年2月以來新高,自10月啟動上漲行情至今,累漲超80%;H股盤中一度漲超11%至14.48港元,股價創2015年6月以來新高,10月啟動行情至今累漲73%。近期幾個月集裝箱在全球分佈嚴重不均,亞洲航運市場集裝箱短缺現象尤為嚴重,全球前三大集裝箱設備租賃公司的Textainer和Triton均表示,未來幾個月集裝箱還將繼續短缺。中集集團近日接待調研時表示,集裝箱市場近期需求有明顯增長,目前公司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。目前判斷至少“缺箱”局面會持續一段時間,但明年全年情況並不十分明朗。

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