近年来世界经济和全球贸易量的高速发展为上游行业-港口机械提供了良好的发展契机;振华港机10年来已发展为占世界份额50%的龙头企业,其在成本和价格方面具有强劲的竞争力。目前二级市场振华港机的股价离其价值中枢12.50元还有一定的距离,我们给予“谨慎推荐”的评级。 In recent years, the rapid development of the world economy and the volume of global trade has provided a good opportunity for the development of the upstream industry, port machinery. Zhenhua Port Machinery has developed into a leading enterprise with a 50% share of the world over the past 10 years, which is strong in terms of cost and price Competitiveness. Currently the secondary market Zhenhua Port Machinery shares from its value of 12.50 yuan central there is a certain distance, we give “cautiously recommended” rating.