深圳国际:国企优质资源禀赋 物流园转型升级带来业绩弹性

申万宏源研究
Jun 21, 2025

深圳国际控股有限公司是深圳市属直管企业中唯一一家整体境外上市公司,也是唯一一家以现代物流、收费公路、港口及大环保为主业的国有产业集团。近年来,公司以粤港澳大湾区、长三角和京津冀经济带为主要战略区域,通过投资并购、重组与整合,重点介入“水陆空铁”四大领域,致力于成为国内领先的城市基础设施开发商和运营服务商、智能交通物流产业的建设者和促进者。物流及港口业务为公司主业,收费公路及大环保业务是公司收入基本...

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