中創物流(603967.SH):公司跨境集裝箱物流涉美業務佔比較小
格隆匯4月9日丨中創物流(603967.SH)在投資者互動平台表示,公司主要從事跨境綜合性現代物流服務。公司業務包括跨境集裝箱物流、國內的新能源工程物流和智慧冷鏈物流、面向國際的資源轉運物流和配套綜合物流服務。公司業務範圍輻射日韓、中東、東南亞、美加、非洲等多個地區。 公司跨境集裝箱物流涉美業務佔比較小,關税政策對公司影響有限。公司也將充分發揮場站倉儲與貨運業務的協同效應,通過資源整合與業務聯動,確保傳統業務板塊實現穩健增長。 公司在印尼開展資源轉運物流,主要為煤炭過駁。印尼煤炭的主要出口目的地為東盟、印度、日韓、中國等亞洲國家,不受美國關税影響。 新能源工程物流作為公司重點發展業務之一,聚焦三個重點發展方向:石化、核電、風電。石化、核電方面主要服務於在國內有大型核電、化工廠建設或相關設備運輸物流需求的國內和國際大客户。國際風電運輸區域主要集中在中亞、東南亞等地區。新能源工程物流的海外市場重點為“一帶一路”沿線國家,基本不受美國關税政策影響。 關税政策後續如何衍化尚待觀察,公司也會持續關注相關政策的後續動態。
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