隶属中远海运集团,围绕船舶产业链多点布局。公司从事航运服务业,业务包含涂料生产、船舶贸易代理、保险顾问、船舶设备及备件供应和销售及航运服务科技。弹性部分:涂料业务收入成本双向改善,贡献业绩弹性。船舶涂料业务作为新船建造与老船维护的刚性配套,收入端受益于造船量增加带来的销量提升,成本端受益于油价波动中枢下移带来的原材料成本下降。公司涂料业务主要通过合资公司中远佐敦的投资收益贡献净利润,当下收入成本...
Source Link隶属中远海运集团,围绕船舶产业链多点布局。公司从事航运服务业,业务包含涂料生产、船舶贸易代理、保险顾问、船舶设备及备件供应和销售及航运服务科技。弹性部分:涂料业务收入成本双向改善,贡献业绩弹性。船舶涂料业务作为新船建造与老船维护的刚性配套,收入端受益于造船量增加带来的销量提升,成本端受益于油价波动中枢下移带来的原材料成本下降。公司涂料业务主要通过合资公司中远佐敦的投资收益贡献净利润,当下收入成本...
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