You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中集集團(000039.SZ)直接從國內出口美國的產品營收佔比很小,所以中美關税政策的變化對公司直接影響不大
格隆匯 05-15 14:57

格隆匯5月15日丨中集集團(000039.SZ)在互動平台表示,從直接影響來看,公司直接從國內出口美國的產品營收佔比很小,所以中美關税政策的變化對公司直接影響不大。從間接影響來看:(1)集裝箱方面,此次中美關税談判取得進展,短期內可能帶來中美之間集運需求的釋放,從而為集裝箱設備需求帶來支撐。中長期來看,集裝箱的需求核心是掛鈎全球商品貿易量,受益於中國出口的韌性以及全球貿易增長、供應鏈的多元化趨勢,集裝箱製造端的基本面情況穩定向好;(2)此外,由於中美貿易緩和優於預期,推動能源需求回升,預計對公司旗下石油、天然氣等能源設備需求帶來提升。我們會積極關注相關政策及市場動態,靈活應對市場變化。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account