公司簡介
中遠海控(01919.HK)是中遠海運集團航運及碼頭經營主業上市旗艦企業和資本平臺。
公司佈局全球航線,國際航線多達 263 餘條,掛靠全球 144 個國家和地區 594 個港
口,自營運力約 300 萬標準箱;港口方面,公司運營及管理全球 224 個集裝箱泊位,
年總設計處理能力 1.41 億標準箱;公司旗下 SynCon Hub 平臺為客戶提供數位供應
鏈一站式服務。
公司業績點評
公司 2024 年度 Q1 收入為 482.70 億元(人民幣,下同),同比增加 1.94%;歸屬於
上市公司股東的淨利潤為 67.55 億元,同比減少 5.23%;基本每股收益為 0.42 元,同
比減少 4.55%。利潤減少主要歸因於集裝箱航運業面臨運輸及需求走弱、運力供給上
升、地緣局勢緊張等諸多挑戰,市場運價水準較 2022 年顯著下降。由於需求增長遠
不及運力增長,2023 年開始集運市場從供需弱平衡轉向供大於求。2023 年末,紅海
緊張局勢持續升級,供需關係短期改善,但並未改變集運市場寬供給及弱需求的局
面。
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本科主修市場行銷和英語,並於香港浸會大學獲得經濟學碩士學位。現為輝立証券持牌分析師,主要負責能源和公用事業等板塊的研究。曾在大型銀行、券商和資產管理公司工作,對於期貨和大宗商品衍生品領域擁有銷售、研究分析和市場推廣等工作經驗。 Margaret, a holder of a Bachelor`s degree in Marketing and English and a Master`s degree in Applied Economics from Hong Kong Baptist University, is currently employed as a licensed analyst at Phillip Securities. She specializes in conducting research focusing on the energy and utilities sectors. Prior to her current position, Margaret gained valuable work experience in a large bank, securities firm, and asset management companies. Her expertise lies in sales, research analysis, and marketing within the fields of futures and commodities derivatives.