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.
研報掘金丨海通國際:首予保稅科技“優於大市”評級,傳統物流業務份額、壁壘穩固

海通國際研報指出,倉儲利用率下降,導致保稅科技2024年與2025Q1業績承壓。智慧物流業務收入增長和數據資產變現潛力大。傳統物流業務份額、壁壘穩固。首次覆蓋給予“優於大市”評級。25Q1業績下滑主要由於公司對智慧物流業務進行提質優化管理,以及受下遊工廠產能提升的影響,倉儲業務週轉速度加快,存儲週期縮短,智慧物流收入和倉儲業務收入同比降幅較大。未來,公司將持續鞏固現有份額並優化品類結構,提升倉儲利用率;同時將積極整合資源,擴大資產規模。

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