高盛：34% 的吞吐量增长和稳定的运费指引没有变化,仓储业务可能带来潜在上行空间

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 7 June 2024 | 10:06PM HKT China Ports: Consumer & Leisure Corp Day: 3-4% volume growth and stable ASP guidance unchanged, potential upside from storage income We hosted China Merchants Port (0144.HK, Buy) and COSCO Shipping Ports Herbert Lu +852-2978-0726 | herbert.lu@gs.com (1199.HK, Buy) at our GS Greater China Consumer & Leisure Corporate Day on Jun Goldman Sachs (Asia) L.L.C. 6-7. Key takeaways include: 1) YTD volume performance was in line with China’s Simon Cheung, CFA +85 ...