中集環科(301559.SZ):長期來看,罐箱行業具有穩步增長空間
格隆匯7月19日丨中集環科(301559.SZ)在投資者關係活動上表示,罐箱行業的發展受到多種因素的影響。全球 GDP 的增長和對貨物的需求增加是推動全球集裝箱航運市場增長的主要動力。伴隨全球供應鏈結構重塑,亞太地區尤其是中國的經濟活動相對強勁,中國化工行業的發展促進了罐箱市場的發展。近年來,國家政策持續支持、推廣水鐵聯運等多式聯運,推動了集裝箱在水鐵聯運中的應用。國內多式聯運固定資產投資額不斷增長,也有利於罐箱產品在國內的加速應用。此外,罐箱製造商、租賃商、運營商和服務商等核心參與者的活動也是推動行業發展的關鍵因素。長期來看,罐箱行業具有穩步增長空間。
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