智通财经APP获悉，中金发布研报称，维持太平洋航运(02343)“跑赢行业”评级，目标价下调30%至2.1港元。由于年初以来运价不及预期，该行下调2025年盈利预测43.4%至1.57亿美元，首次引入2026年盈利预测1.75亿美元，考虑盈利预测调整，认为估值及股息具吸引力，但行业风险偏好提升。
中金指出，太平洋航运公布2024年全年业绩。收入25.82亿美元，同比增加12.4%，净利润1.32亿美元，对应每股基本盈利2.54美仙，同比增加20.4%，公司业绩略低于该行预期，主要因公司下半年实现的TCE运价略低于该行预期。
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