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研報掘金丨長江證券:維持青島港“買入”評級,仍然看好其紅利資產屬性
格隆匯 02-28 15:56

長江證券研報指出,青島港(601298.SH)調整後方案EPS增厚高於此前方案,且估值合理。根據公告,以2023年數據爲模擬基礎,初步測算原重組方案完成後,公司基本每股收益增厚5.20%;方案調整後,公司基本每股收益增厚6.07%,提升幅度高於原重組方案。2025年2月21日,公司與日照港集團簽署相關股權轉讓協議。交易完成後,日照港集團下屬優質液體散貨碼頭資產將注入公司,有利於發揮相關業務的協同效應,優化山東省港口資源配置,提高青島港油品業務穩定性。受特朗普對中國加徵關稅的影響,當前對於港口板塊預期較低,但我們仍然看好其紅利資產屬性。山東省港口整合之風方興未艾,公司將受益於山東省以青島港爲龍頭的一體化協同發展格局。維持“買入”評級。

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