中远海能（01138）今日盘中大跌5.03%，引起市场关注。该公司近期发布的2025年第一季度财报显示业绩大幅下滑，成为股价下跌的主要原因。
根据公司公告，中远海能2025年第一季度实现营业收入57.53亿元，同比减少4.01%；归属于上市公司股东的净利润为7.08亿元，同比大幅下降43.31%。业绩下滑主要受国际运价疲软和较高的租船成本拖累。
美银证券在最新研报中指出，中远海能季度业绩逊于该行及市场预期。考虑到公司业绩表现，美银证券下调了对中远海能2025年至2027年每股盈利预测，平均降幅达20%，并将目标价从8.75港元下调至7.5港元。不过，该行预计随着市场运价走强，公司盈利能力有望在本季度得到改善，并预期下半年盈利将与上半年基本持平。
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