集泰股份(002909.SZ):預計未來建築膠、光伏膠等行業景氣度將會保持穩中有升的趨勢
格隆匯9月7日丨集泰股份(002909.SZ)近期在接待機構投資者調研時表示,2023上半年,國內經濟內生動能增速放緩、市場需求以及行業景氣度疲弱,建築膠、光伏膠、電子膠等行業景氣度相對較為穩定,但集裝箱行業由於以前年份非常態式的大幅增長導致集裝箱過剩,大量舊箱迴流,對新箱的需求有所下降,加之全球商品貿易增速放緩,對集運市場需求有所影響,行業景氣度大幅波動。經濟恢復是一個波浪式發展、曲折式前進的過程,雖然目前面臨低位震盪的小波動,但我們始終堅定中國經濟長期向好的大趨勢。預計未來建築膠、光伏膠、電子膠等行業景氣度預計將會保持穩中有升的趨勢;集裝箱領域,目前行業庫存在穩步消化中,集裝箱需求正步入復甦軌道,據行業權威分析機構克拉克森(CLARKSONS)2023年7月預測,2023年和2024年全球集裝箱貿易增速分別為1.0%和3.4%,今年集運需求的預期由負轉正,且未來市場預期呈明顯回升趨勢。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.