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研報掘金丨華源證券:維持中糧科工“買入”評級,有望充分受益於賽道紅利
華源證券研報指出,骨幹冷鏈物流基地逐步落地,中糧科工(301058.SZ)冷鏈工程業務關注度有望提升。公司旗下子公司華商國際的前身是20世紀50年代由國家商業部成立的國內貿易工程設計研究院,是我國冷鏈物流工程設計領域的技術領先者且正謀求產業鏈延伸。公司承接了以“國家速滑館、國家雪車雪橇中心、高山滑雪中心”爲代表的多個北京冬奧會核心項目、以武漢萬噸華中冷鏈港項目(冷儲能力50萬噸)、昆明寶象萬噸冷鏈港項目、沃爾瑪東莞生鮮配送中心(參照沃爾瑪全球統一建造標準實施,目前國內商超生鮮配送中心標杆)爲代表的冷鏈倉儲項目,積累了豐富的工程經驗和大量的工程案例,有望充分受益於賽道紅利。看好公司在糧倉和冷鏈領域的卡位優勢,維持“買入”評級。
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