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研報掘金丨東吳證券:廈門象嶼估值低、分紅率股息率高,維持“買入”評級
格隆匯 03-07 15:48

東吳證券研報指出,廈門象嶼(600057.SH)定增落地,優化資本結構利好未來發展。本次定增引入了招商局集團、山東港口作爲戰略投資者。結合戰略投資者擁有的差異化戰略資源,未來或有望和公司業務行成有效協同,並從資本、資源兩個緯度進一步充實公司大宗供應鏈綜合服務能力。未來公司有望隨行業集中度不斷提升的趨勢進一步提升份額。公司估值低、分紅率股息率高、業績有望隨製造業需求觸底修復,長期受益於行業集中度提升。維持“買入”評級。

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