海洋工程+AI数据中心微模块双轮驱动，方正证券：首予中集集团"推荐"评级

同花顺09-07

9月7日，方正证券（601901）研报指出，中集集团（000039）(000039.SZ)集装箱基本盘稳固，海洋工程+AI数据中心微模块双轮驱动。公司产业集群涵盖物流与能源（850101）两大领域，公司客户覆盖全球集运公司、半挂车及专用车主机厂、能源（850101）化工（850102）企业、机场与消防机构、数据中心运营商等。AI算力投资高景气带来数据中心快速部署需求，中集依托集装箱制造平台("...

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