中集集团全球集装箱90%由中国制造,中国的行业龙头是中集集团,分析师认为,全球集装箱行业虽未达周期性高点,但未来两年增速下降应已难免。可喜的是,中集集团正在寻求新的利润增长点,未来半挂车收入、利润比重有望快速上升。分析师将维持对其“推荐”投资评级,但也提醒投资者,业绩、股价尽显龙头风范目前大量的获利筹码随时存在获利了结的可能。 90% of CIMC Global Containers are manufactured in China, and China’s industry leader is CIMC. Analysts believe that although the global container industry has not reached a cyclical high, the decline in growth rate in the next two years should be inevitable. Fortunately, the CIMC Group is seeking new profit growth points, and the proportion of semi-trailer income and profits in the future is expected to rise rapidly. Analysts will maintain their “recommended” investment rating, but also remind investors that performance, share prices show the leading role of the current large number of profitable chips at any time there may be profit-taking.