港股異動 | 中集集團AH股齊漲 H股創近6年新高
格隆匯6月7日丨中集集團(2039.HK)今日盤中高見16.1港元,創2015年7月以來近6年新高,現報15.98港元,漲5.13%,暫成交1925萬港元,最新市值574億港元。中集集團(000039.SZ)現亦漲超5%。中集集團董事長麥伯良近日在股東大會上表示,中集持續監測集裝箱航運市場動態,此前判斷今年9月底之前“一箱難求”的局面不會改變,但現在估計今年內緊缺狀態很難終結,集裝箱業務大概率還會維持量價齊升;至於明年並不好判斷。目前中集保持滿產。大摩曾發研報指,估計公司集裝箱業務盈利能力今年將持續改善,主要受惠銷量及平均銷售單價齊升,估計拖車及能源分部今年亦會反彈,維持“增持”評級,H股目標價升至19港元。

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