港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振瑞银看好港口费用明年将上调

智通财经06-03

智通财经APP获悉，招商局港口(00144)现涨超5%，截至发稿，涨5.58%，报11.74港元，成交额5083.29万港元。中信建投指出，受制于港口费率下调，2017年后港口行业整体估值水平持续下移，港口行业PB水平已经降至历史底部。随着全球经济的逐步回暖，中国港口行业的吞吐量增速有望迎来修复空间，叠加港口资源整合的效果逐步显现，港口在价格领域的竞争缓解，港口行业有望迎来量和价的共振。瑞银则表示...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2440197432?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-03 14:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2440197432","market":"hk","top_or_hot":-1,"title":"港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振 瑞银看好港口费用明年将上调","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，招商局港口(00144)现涨超5%，截至发稿，涨5.58%，报11.74港元，成交额5083.29万港元。中信建投指出，受制于港口费率下调，2017年后港口行业整体估值水平持续下移，港口行业PB水平已经降至历史底部。随着全球经济的逐步回暖，中国港口行业的吞吐量增速有望迎来修复空间，叠加港口资源整合的效果逐步显现，港口在价格领域的竞争缓解，港口行业有望迎来量和价的共振。瑞银则表示...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1129857.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振 瑞银看好港口费用明年将上调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振 瑞银看好港口费用明年将上调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-03 14:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1129857.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，招商局港口(00144)现涨超5%，截至发稿，涨5.58%，报11.74港元，成交额5083.29万港元。中信建投指出，受制于港口费率下调，2017年后港口行业整体估值水平持续下移，港口行业PB水平已经降至历史底部。随着全球经济的逐步回暖，中国港口行业的吞吐量增速有望迎来修复空间，叠加港口资源整合的效果逐步显现，港口在价格领域的竞争缓解，港口行业有望迎来量和价的共振。瑞银则表示...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1129857.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00144","symbol_name":"招商局港口","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1129857.html","article_id":"2440197432","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2440197432","pubTimestamp":1717396813,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"随着全球经济的逐步回暖，中国港口行业的吞吐量增速有望迎来修复空间，叠加港口资源整合的效果逐步显现，港口在价格领域的竞争缓解，港口行业有望迎来量和价的共振。该行目前预测中国的港口费用将在2025年上调，预期招商局港口旗下的中国港口在2024至2027年间吞吐量年均复合增长率将达到3%；预期招商局港口的海外港口2024年盈利可按年增长19%，为公司整体利润贡献约28%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00144":"招商局港口","07226":"XL二南方恒科","BK1535":"港口运输股","BK1173":"海港与服务","HSTECH":"恒生科技指数","YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数"},"translate_title":"Hong Kong stocks change China Merchants Port (00144) is now up more than 5%, the port is expected to meet the volume and price resonance UBS is optimistic that the port fee will increase next year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00144":1,"07226":1,"HSCEI":1,"HSTECH":1,"YANG":1},"content_text":"智通财经APP获悉，招商局港口(00144)现涨超5%，截至发稿，涨5.58%，报11.74港元，成交额5083.29万港元。中信建投指出，受制于港口费率下调，2017年后港口行业整体估值水平持续下移，港口行业PB水平已经降至历史底部。随着全球经济的逐步回暖，中国港口行业的吞吐量增速有望迎来修复空间，叠加港口资源整合的效果逐步显现，港口在价格领域的竞争缓解，港口行业有望迎来量和价的共振。瑞银则表示，招商局港口的股价表现已反映出市场对贸易关系紧张潜在影响的担忧，但投资者似乎忽略2018至2019年期间相关因素对港口吞吐量实际影响有限，亦忽视费率上升为港口企业所带来盈利支持，目前认为招商局港口的估值具有吸引力。该行目前预测中国的港口费用将在2025年上调，预期招商局港口旗下的中国港口在2024至2027年间吞吐量年均复合增长率将达到3%；预期招商局港口的海外港口2024年盈利可按年增长19%，为公司整体利润贡献约28%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"None","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.0","shortVersion":"4.25.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2440197432"}

港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振 瑞银看好港口费用明年将上调

精彩评论

港股异动 | 招商局港口(00144)现涨超5% 港口有望迎量价共振瑞银看好港口费用明年将上调