今日盘中，中远海控（01919）股价大涨5.13%，引发市场关注。这一涨势可能与近期发布的积极研究报告有关。
据悉，天风证券近期发布了题为《Q1业绩高增长，观察加关税影响》的研究报告，给予中远海控"买入"评级。报告指出，中远海控2025年第一季度业绩表现亮眼，营业收入同比增长20%，达580亿元；归母净利润同比增长73%，达117亿元。其中，集装箱航运业务是公司业绩增长的主要驱动力，收入同比增长20%，净利润同比增长87%。
天风证券分析师上调了对中远海控2025-2026年的盈利预测，预计2025年归母净利润将达277亿元。尽管全球经济增速下行、贸易壁垒增加等风险因素仍存在，但分析师认为，公司在新兴市场的业务布局以及国内业务的高占比，有望为公司提供稳定支撑。这一积极的研报可能提振了投资者信心，推动股价上涨。
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