【私募调研记录】久铭投资调研中集集团

证星私募调研
Jun 11, 2025

根据市场公开信息及6月10日披露的机构调研信息,知名私募久铭投资近期对1家上市公司进行了调研,相关名单如下:1)中集集团 (上海久铭投资基金参与公司路演活动&现场参观)调研纪要:受中美关税缓和影响,船公司对集装箱订单需求增加,业内订单饱满。中长期来看,集装箱需求挂钩全球商品贸易量,全球贸易增长将带动集装箱保有量上涨,同时绿色航运降速和供应链多元化趋势使周转速度变慢,支撑需求。中集洋山从2019年...

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