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中集集團AH股逆勢走高 持續獲資金青睞
格隆匯 08-01 17:34
格隆匯8月1日丨港A兩市今日整體回調,中集集團AH股逆勢走高。資金面上,中集集團AH股持續獲資金青睞,其中,截至7月31日,北上資金已連續10日淨買入中集集團A股,累計淨買入6753.8萬元,近30日累計淨買入1.75億元。而中集集團H股今年在整體偏弱的宏觀市場環境中,亦獲南下資金逆勢增持,其港股通累計持倉比例已由今年3月23日的12.37%逐步升至7月27日的12.56%。中集A/H最新溢價報72.9%,近期衝高後有所收窄。行業層面,進入2023年二季度,全球航運業已呈現出弱勢復甦態勢。德魯裏最新消息顯示,新造普櫃價格在連續6個季度下跌後,於年初開始回升,比疫情前的5年平均水平高出約25%;新造冷櫃價格也有所回升,與疫情前平均水平大致相當。此外,華泰證券亦發研報指,行業復甦傳導疊加供給端底部大幅出清,目前鑽井平台已成為產業鏈緊缺環節,週期共振持續性大幅拉長,首次覆蓋中集集團並予“增持”評級(000039 CH,增持,目標價7.6元/2039 HK,增持,目標價5.63港元)。
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