智通财经APP获悉，中远海能(01138)再跌超4%，截至发稿，跌4.51%，报6.14港元，成交额6868.48万港元。
消息面上，中远海能此前发布年度财报，营业额231.33亿人民币，同比增加2.6%；纯利40.38亿元，同比增长19.5%。国信证券指出，公司业绩表现偏弱，原油运输是主要的拖累项，一方面因为全球经济表现疲软导致OPEC+减产，原油运输需求下降；另一方面是2024下半年俄油、伊朗油等低成本黑市油更受青睐，挤压了合规油的运输需求，结构化问题显著。
美银证券发表研究报告指，中远海能去年财报并无惊喜。该行将集团今明两年的每股盈测平均下调26%，以考虑到油轮运价较为疲弱。该行将集团目标由11.5港元下调至8.75港元，维持“买入”评级。高盛发表研究报告指，中远海能去年纯利按年升19%至40亿元人民币，意味着第四季纯利按季跌23%至6.21亿元人民币，符合早前盈利预告。将其目标价由9.6港元下调至9.4港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.