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港口运营

Alle Analysen in 港口运营 — 1 Analysen.

40/100 62Buffett Hold Qingdao Port International: Container Revenue Up 57.7% on 7% More Boxes, CNY 9.3bn of Dry-Bulk Capital Earning CNY 161m, and 94% of Group Cash Parked at the Parent's Finance Company Qingdao Port International runs northern China's deep-water gateway, earning terminal, storage, pipeline and logistics income from containers, dry bulk and crude oil, with a large part of its container profit arriving as equity-accounted joint-venture income rather than consolidated revenue. First-half 2026 revenue rose 10.84% to CNY 10.46bn and gross profit by CNY 607m, yet reported attributable profit fell 2.8% to CNY 2.76bn on a CNY 332m drop in JV earnings and a CNY 143m fair-value reversal, while recurring profit rose 2.07%; container revenue per reported TEU jumped from about CNY 83 to CNY 122, and dry/general tonnage fell 7.5% with CNY 9.3bn of segment capital producing only CNY 161m of half-year pre-tax profit. Rating Hold: at CNY 9.65 the A line trades near 12.1 times trailing earnings and 18% above the CNY 8.2 conservative value, with 94% of group cash held at the parent's finance company, so the report waits for CNY 6.2 to 6.6. Qingdao Port International Co., Ltd.601298 · Shanghai港口运营21. September 2026