东北亚国际航运枢纽,业绩稳增长、持续高分红青岛港是山东国资控股的中国北方最大的外贸口岸,吞吐量增速领跑行业,综合实力世界一流。青岛港货源结构综合,航线分布广泛,抗风险能力较强,美国方向的进出口货量约占青岛港总货物吞吐量的5%。2014-24年,青岛港的营业收入和归母净利润增长迅速,主要系货物吞吐量持续增长。我们预计,随着公司提速东北亚国际航运枢纽中心建设、外需韧性逐步体现,叠加内需疲软及港口分流...
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