BOC Securities gives COSCO SHIPPING Specialized Carriers a "Buy" rating: fleet size and revenue scale reach new highs, and it is expected to continue benefiting from China's high prosperity in high-end manufacturing exports in the future.

NightAirdropper · 2026-04-04T00:59:48+00:00

Everyday AI Express: China Securities Journal released a research report on April 2nd, giving COSCO SHIPPING Specialized Carriers (600428.SH, latest price: 9.7 RMB) a "Buy" rating. The main reasons for the rating include: 1) The fleet and revenue scale reached new highs, and it is expected to continue benefiting from China's high-end manufacturing exports during the high boom period; 2) Operating income hit a record high, with a significant increase in operating cash flow; 3) Benefiting from China's booming auto exports and the expansion of the company's auto fleet, auto vessel business revenue grew by 213.59%; 4) Looking ahead, China's high-end manufacturing industry is expected to further strengthen its advantages, and the steady increase in overseas demand will support the high prosperity of special vessel transportation. Risk warnings: Equipment export demand falling short of expectations, decline in auto shipping rates, and less-than-expected benefits from converting pulp ships to auto transport. Everyday Headlines (nbdtoutiao)—Upon waking up, he surprisingly became the greedy and lecherous main villain in a popular drama, "His whole body exudes..."

NightAirdropper

2026-04-04 00:59:48

Everyday Economic News AI Express: On April 2, Bank of China Securities released a research report saying it assigns COSCO Shipping Special (600428.SH, latest price: 9.7 yuan) a “Buy” rating. The main reasons include: 1) The fleet and revenue scale reach record highs, and the company is expected to continue benefiting from the strong cycle in China’s high-end manufacturing export market; 2) Operating revenue hits a record high, and operating cash flow has improved significantly; 3) Benefiting from the strong export cycle for China’s automobiles and the expansion of the company’s car carrier fleet, the revenue growth rate of the automobile carrier business reaches 213.59%; 4) Looking ahead, China’s advantages in the high-end manufacturing sector are expected to be further strengthened, and steady growth in overseas demand will support the high-growth, high-cycle environment for special vessel transportation. Risk warning: Exports of equipment may fall short of expectations, automobile carrier freight rates may decline, and the effectiveness of converting pulpwood ships to car carriers may fall short of expectations.

Everyday Economic News Headline (nbdtoutiao) — After waking up, he somehow became the greedy and lustful big villain in a hit TV drama, “reeking of vulgarity all over”! Investigation into the “face theft” of AI short dramas: who will regulate industry chaos?

(Reporter: Zhang Xiwei)

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