智通财经APP获悉，中集集团(02039)午前涨近6%，截至发稿，涨6.28%，报22.85港元，成交额1.46亿港元。
消息面上，近日，中美经贸高层会谈取得实质性进展，大幅降低双边关税水平。汇丰研究发表报告指，鉴于中美降低未来90日的关税，预计货运行业将趁势把握关税暂停时期行动，因此会提早出现旺季。该行预计运力将循序渐进地增加，因为航运公司需要重新调整集装箱和船舶。
中集集团此前发布2025年第一季度报告，营业收入360.26亿元人民币，同比增加11.04%；归属于母公司股东及其他权益持有者的净利润5.44亿元，同比增加550.21%。公告称，2025年第一季度，集团集装箱制造业务销量同比增长，其中干货集装箱销量53.12万TEU，同比增长约7.44%。报告期内南美水果出口需求旺盛，冷链运价保持高位运行，冷箱需求呈现增长，冷藏箱销量3.64万TEU，同比增长约291.40%。
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