中證網訊(xun)(記者 宋維東(dong))鐵龍物(wu)流(600125)8月29日晚披露半年報。公(gong)司2018年上(shang)半年完成營收76.72億元,同比增長(chang)49.29%;實現歸屬(shu)(shu)于(yu)(yu)上(shang)市(shi)公(gong)司股(gu)東(dong)的凈利(li)潤(run)2.78億元,同比增長(chang)51.1%。此外,公(gong)司預計前三季度(du)歸屬(shu)(shu)于(yu)(yu)上(shang)市(shi)公(gong)司股(gu)東(dong)的凈利(li)潤(run)增幅(fu)為(wei) 50%左右。
具體來看(kan),上半年(nian)(nian),公(gong)(gong)司鐵路特(te)種集裝(zhuang)箱(xiang)業(ye)務(wu)(wu),總計完(wan)成(cheng)發送量54.87萬TEU,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長30.49%;實(shi)(shi)現(xian)收入(ru)5.88億(yi)元(yuan),同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)11.44%。鐵路貨運及臨港物流業(ye)務(wu)(wu),到(dao)發量合計完(wan)成(cheng)2562.29萬噸,較(jiao)上年(nian)(nian)同(tong)(tong)期增(zeng)(zeng)(zeng)(zeng)長6.52%;同(tong)(tong)時受清算辦法(fa)變更(geng)影響(xiang),實(shi)(shi)現(xian)收入(ru)10.73億(yi)元(yuan),同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)85.57%。委托(tuo)加(jia)(jia)(jia)(jia)工貿易業(ye)務(wu)(wu)方面,繼(ji)續開展鋼(gang)材供應(ying)鏈項(xiang)目,累計銷售委托(tuo)加(jia)(jia)(jia)(jia)工鋼(gang)材等共166.35萬噸,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長11.43%,受鋼(gang)材價格上漲及產銷量增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)雙重(zhong)因素影響(xiang),實(shi)(shi)現(xian)銷售收入(ru)56.85億(yi)元(yuan),較(jiao)上年(nian)(nian)同(tong)(tong)期增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)44.32%。鐵路客運業(ye)務(wu)(wu),受部分(fen)車輛到(dao)期退出(chu)經(jing)營(ying)影響(xiang),實(shi)(shi)現(xian)營(ying)收0.22億(yi)元(yuan),同(tong)(tong)比(bi)(bi)減少21.09%。房地產業(ye)務(wu)(wu)上,加(jia)(jia)(jia)(jia)大既有房源營(ying)銷力度,實(shi)(shi)現(xian)收入(ru)2.77億(yi)元(yuan),較(jiao)上年(nian)(nian)同(tong)(tong)期增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)475.27%。此外,公(gong)(gong)司加(jia)(jia)(jia)(jia)強了其(qi)他業(ye)務(wu)(wu)的經(jing)營(ying)管理,完(wan)成(cheng)營(ying)收0.26億(yi)元(yuan),同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)(jia)51.96%。
值(zhi)得一(yi)提(ti)的是,特種箱業(ye)務(wu)逐步成為(wei)鐵龍物流的戰(zhan)略性核心業(ye)務(wu)板塊。公司根據市場(chang)需求,不斷優化(hua)特種箱資產結構、放大(da)資產規模、拓展全程物流業(ye)務(wu),該業(ye)務(wu)利潤(run)隨(sui)箱量的增加不斷提(ti)高。
廣發證券表(biao)示,特種(zhong)箱(xiang)運(yun)(yun)(yun)輸發展主要受供(gong)給制約,行業(ye)(ye)增長(chang)為供(gong)給端驅(qu)動邏輯(ji)。隨著鐵路大規模投(tou)資建設釋(shi)放(fang)貨(huo)運(yun)(yun)(yun)運(yun)(yun)(yun)能,基礎設施不足造(zao)成的(de)運(yun)(yun)(yun)力(li)瓶頸逐(zhu)步消除,多(duo)式聯運(yun)(yun)(yun)推廣的(de)政策支持不斷加(jia)強,產能釋(shi)放(fang)將(jiang)加(jia)速推進公司業(ye)(ye)績(ji)增長(chang)。此外,鐵路貨(huo)運(yun)(yun)(yun)新清算辦法將(jiang)充分釋(shi)放(fang)始發路局(ju)的(de)盈(ying)利(li)敏感性(xing)(xing)與(yu)經營杠桿,在(zai)行業(ye)(ye)下行時(shi)避免(mian)運(yun)(yun)(yun)價非理性(xing)(xing)促銷下滑,在(zai)行業(ye)(ye)上行時(shi)通過提(ti)價,在(zai)清算成本固定的(de)基礎上放(fang)大盈(ying)利(li)彈(dan)性(xing)(xing)。同時(shi),極大程度(du)激活了(le)始發路局(ju)攬貨(huo)積(ji)極性(xing)(xing)。這(zhe)些(xie)因素都(dou)將(jiang)驅(qu)動鐵龍物流業(ye)(ye)績(ji)保持快(kuai)速增長(chang)態(tai)勢(shi)。
中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)聲明(ming)(ming):凡本(ben)網(wang)(wang)(wang)(wang)注(zhu)明(ming)(ming)“來源(yuan):中國證(zheng)(zheng)(zheng)券(quan)(quan)報·中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)”的(de)所有作品(pin),版權(quan)均屬于中國證(zheng)(zheng)(zheng)券(quan)(quan)報、中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)。中國證(zheng)(zheng)(zheng)券(quan)(quan)報·中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)與作品(pin)作者(zhe)聯合(he)聲明(ming)(ming),任(ren)何組織(zhi)未經中國證(zheng)(zheng)(zheng)券(quan)(quan)報、中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)以及作者(zhe)書面授權(quan)不(bu)(bu)(bu)得轉載、摘編或(huo)利用其它方式使用上述作品(pin)。凡本(ben)網(wang)(wang)(wang)(wang)注(zhu)明(ming)(ming)來源(yuan)非中國證(zheng)(zheng)(zheng)券(quan)(quan)報·中證(zheng)(zheng)(zheng)網(wang)(wang)(wang)(wang)的(de)作品(pin),均轉載自其它媒體,轉載目的(de)在于更(geng)好服務讀者(zhe)、傳(chuan)遞信息之需,并不(bu)(bu)(bu)代表本(ben)網(wang)(wang)(wang)(wang)贊同其觀點,本(ben)網(wang)(wang)(wang)(wang)亦不(bu)(bu)(bu)對其真實性負責,持異議者(zhe)應與原出處單位主張(zhang)權(quan)利。
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