中集集團(000039.SZ):集裝箱業務與航運公司、租箱公司、港口等集運產業鏈相關的用箱公司均有保持合作
格隆匯5月28日丨中集集團(000039.SZ)在互動平臺表示,公司集裝箱業務與航運公司、租箱公司、港口等集運產業鏈相關的用箱公司均有保持合作。訂單方面,近期中美關稅談判取得進展,這對集裝箱行業運輸需求帶來有利支撐。但同時,受去年基數較高以及後續宏觀政策仍存在不確定風險等影響,今年集裝箱整體新箱需求有所壓力。但中長期來看,基於全球貿易增長、穩定的舊箱淘汰置換及供應鏈的多元化趨勢,行業基本面長期向好,我們也會靈活應對市場變化,同時深化佈局衆星戰略,堅定不移發展增量業務。
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