港口板塊走強 多重利好疊加 股價有向上驅動力
格隆匯3月31日丨港口板塊走強,唐山港漲停,北部灣港漲超7%,廈門港務、連雲港漲超5%,秦港股份、天津港、南京港、青島港等紛紛跟漲。隨着多重利好疊加,港口股股價有向上驅動力。中信建投指出,受制於港口費率下調,2017年後港口行業整體估值水平持續下移,港口行業市淨率水平已經降至歷史底部。隨着全球經濟的逐步回暖,中國港口行業的吞吐量增速有望迎來修復空間,疊加港口資源整合的效果逐步顯現,港口在價格領域的競爭緩解,港口行業有望迎來量和價的共振,優質港口如上港集團、寧波港、青島港等具備極好的配置價值。由於港口受政策主題驅動,後續自貿區的升級、中美貿易緩和、RCEP、中日韓自貿區、中歐投資協定等多項貿易協議都將成為港口行業的股價驅動力。

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