海通發展(603162.SH):今年上半年公司購買了10艘外貿船
格隆匯7月29日丨海通發展(603162.SH)披露投資者關係活動記錄表顯示,公司的資本開支計劃是在綜合考量公司的戰略發展需要及行業週期的基礎上制定的。今年上半年公司購買了10艘外貿船,去年買了9艘外貿船。公司認為目前行業依舊處於週期底部,看好未來三年的運價市場。未來三年,公司的資本開支將考慮行業週期,購買二手船或造新船,保持公司相對低位買船的長期核心競爭力,通過精細化經營獲得市場超額收益。
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