中國外運(00598.HK):公司海運代理業務不提前鎖定運價
格隆匯1月4日丨有投資者向中國外運(00598.HK)提問:公司海運代理的利潤主要來自哪些服務?公司如何提升單箱利潤水平?
中國外運回復:公司海運代理業務不提前鎖定運價,因此運價波動會對收入產生同向影響,但對板塊利潤影響有限,海運代理板塊分部利潤主要來自為客户提供的貨代服務。在單箱利潤提升方面,以往公司海運業務更多是提供簡單環節服務,因此單箱毛利水平較低。2021年下半年,公司對單一環節、利潤率較低的業務進行了部分取捨,同時努力提升多環節業務箱量,海運業務單箱毛利逐漸提升,未來公司將繼續努力延長服務鏈條,從存量業務中挖掘增量服務和利潤。
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