华源证券给予中远海特买入评级，特种船龙头基盘稳，船队扩张重视成长+红利

Core Viewpoint - Huayuan Securities issued a report on August 11, giving China COSCO Shipping Specialized Carriers (600428.SH, latest price: 6.82 CNY) a "buy" rating based on its strong market position and growth potential in the specialized transportation sector [2] Group 1: Company Strengths - The company is a global leader in specialized transportation vessels, with new capacity contributing to performance growth [2] - The multi-purpose heavy-lift vessels provide a stable performance base, while the pulp carrier fleet is expanding rapidly [2] - The expansion of the car carrier fleet is expected to bring additional growth, indicating a solid fundamental outlook [2] - High barriers to entry ensure robust profitability, and the semi-submersible vessel market may benefit from policy incentives [2]