研报掘金丨华泰证券:中远海控业绩符合预期,维持“买入”评级

格隆汇
24 Mar

格隆汇3月24日|华泰证券研报指出,中远海控(601919.SH)2024年营收2,338.6亿元(yoy+33.3%),归母净利491.0亿元(yoy+105.8%),符合我们的预期。24年盈利同比大幅增长主因红海绕行叠加美国补库周期,船舶周转效率下降导致市场运力趋紧,推升运价。同时,公司宣布年末每股派息1.03元,对应全年分红率50%。展望25年,地缘事件仍存较大不确定性,预计25年即期运价将...

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