周五盘中，中远海控（01919）股价大涨5.13%，引发市场关注。这一显著涨幅或与天风证券最新发布的研究报告有关。
天风证券近期对中远海控进行了深入研究，并发布了题为《Q1业绩高增长，观察加关税影响》的报告，给予公司"买入"评级。报告指出，中远海控2025年第一季度业绩表现亮眼，营业收入达580亿元，同比增长20%；归母净利润117亿元，同比大增73%。集装箱航运业务是公司业绩增长的主要驱动力，该业务第一季度收入559亿元，同比增长20%；净利润118亿元，同比增长87%。
天风证券分析师上调了对中远海控的盈利预测，预计2025-2026年归母净利润分别为277亿元和203亿元，较此前预测大幅提升。同时，分析师还引入了2027年归母净利润137亿元的预测。尽管面临全球经济增速下行、贸易壁垒增加等风险，天风证券仍然维持对中远海控的"买入"评级，显示出对公司未来发展的信心。这一积极的研究报告可能是推动中远海控股价上涨的重要因素之一。
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