辽港股份:东北地区最大码头运营商 业务综合性强

招商证券
Aug 05, 2025

本篇报告主要对辽港股份历史情况进行梳理,并展望公司发展亮点。公司自2021 年吸收合并营口港后实现业务量跃升,综合实力增强,公司前期业绩受油品业务影响有所承压,2025 年公司持续拓展集装箱航线资源、寻找油品业务增量、同时北粮南运格局下散粮业务仍有增长空间,业绩有望迎来修复。招商局集团旗下辽宁省港口上市平台,东北地区主要综合性码头运营商。辽港股份是东北地区最大的综合性码头运营商,实控人为招商局集团...

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