大摩:料中远海控(01919)未来数季度利润率及利润增长将正常化 目标价8.5港元

智通财经网
08 Apr

智通财经APP获悉,摩根士丹利发布研报称,中远海控(01919)2025财年第一季,按中国会计准则的初步经常性净利润同比增长73.07%至116亿元人民币,相对于2024财年第四季录纯利约110亿元人民币。上述2025财年首季表现达到该行及市场分别预测的42%及47%。大摩表示,对集装箱运输板块保持审慎,因持续的全球贸易紧张可能导致需求端风险,在供应压力高企的情况下,可能加速下行周期。该行预计,中远海控在未来数个季度的利润率及利润增长将正常化,并将该股H股目标价定于8.5港元,给予“减持”评级。

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