研報掘金丨華源證券:中谷物流業績較為穩定和股息率可觀,予“買入”評級
華源證券研報指出,中谷物流(603565.SH)為內貿集運物流龍頭,內外協同強化盈利韌性。截至2024年12月31日,公司已運營船舶111艘,總運力達21.3萬TEU,集裝箱船隊規模排名全國第二。公司內外貿協同發展,根據市場情況靈活調配內外貿運力,主要以期租租船的方式將自有船轉給外貿運營商使用,收益穩定性較高。公司現金流與ROE長期保持健康水平,盈利能力穩健,且公司負債率較低,資產質量較高。首次覆蓋,鑑於公司業績較為穩定和股息率可觀,給予“買入”評級。
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