华源证券6月5日发布研报称,给予青岛港(601298.SH,最新价:9.13元)买入评级。评级理由主要包括:1)北中国集油枢纽港,整合红利赋能成长性;2)集装箱板块:北方枢纽港,成长态势强劲;3)液体散货板块:短期承压,长期韧性犹存。风险提示:宏观经济波动风险;港口整合或不及预期;国际宏观贸易形势不及预期;现金分红或不及预期。(文章来源:每日经济新闻)
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