智通财经APP获悉，高盛发布研报称，中远海控(01919)去年录净利润为491亿元人民币，同比增长106%，与2025年1月发布的初步业绩一致。这意味着2024年第四季度的净利润为110亿元人民币，按季下降48%，同比则增长513%。根据业绩，该行考虑到中远海控来自联营公司和合营企业的投资收入增加，但因净现金头寸减少而导致的净利息收入降低，将2025至2027年的净利润预测调整0%至升1%。因此，将H股目标价由12港元略微升至12.1港元。评级“中性”。
该行认为，业绩结果并无重大意外，尽管净现金(不含经营租赁)余额为1,510亿港元，低于该行预期的1,660亿港元，这是由于对盐田港及物流供应链关联公司的股权投资资本支出高于预期所致。公司同时宣布2024年下半年每股股息为1.03元人民币，派息比率为51%，符合该行的预期，这意味着H股的年化股息收益率为18%。
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