异动解读|中远海控盘中下跌3.13%,花旗降评级叠加中报发布日集运板块承压

行情直击
Aug 28

8月28日,中远海控盘中下跌3.13%,报17.04港元/股,成交额4.1亿港元。公司当日盘后将披露上半年中期业绩,板块情绪整体承压。

消息面上,花旗近日将中远海控H股评级由"买入"下调至"中性",目标价升至17.4港元,指出尽管公司ROE领先同业约4个百分点,但当前估值空间有限。同日海运板块普遍走弱,同业东方海外国际大跌9.06%,海丰国际跌0.8%。此外,公司自7月7日以来持续回购A股逾3700万股、涉资约5.46亿元,但短期未能对冲市场对中报业绩及供给压力的担忧——花旗预计明后两年新增运力约12%/年,行业定价能力面临考验。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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