中银证券给予华贸物流增持评级，集运运价走高Q3营收大幅增长，干线成本波动毛利率相对下降

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中银证券11月12日发布研报称，给予华贸物流（603128.SH，最新价：6.21元）增持评级。评级理由主要包括：1）集运运价走高叠加海外新设运营网点，公司Q3营收实现大幅增长；2）干线成本大幅波动叠加网点前期费用投入，公司归母净利润有所下降；3）展望未来，国际空海运运价平稳后公司运营效益有望改善，行业逐步出清有利形成强者恒强局面。风险提示：全球经济波动、海运市场波动。AI点评：华贸物流近一个月...

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