金吾财讯 | 国泰君安指,受外部地缘政治因素影响,海运供给持续紧张,运费自2024年5月起持续上涨,虽大部分上市公司代工模式下运费由客户承担,且跨境电商业务普遍有长协对冲成本变动,但历史复盘显示,运费持续上涨仍对表观利润率及营收增速有扰动,这与客户订单交付递延、实际需求回落与产品价格调整有关。另一方面,随供给压力缓解,需求偏平淡背景下,运费上涨斜率或趋缓,而负面预期已在股价端充分计入。
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- 【券商聚焦】国泰君安:海运成本及需求端压力需求已充分计入
【券商聚焦】国泰君安:海运成本及需求端压力需求已充分计入
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.