摩根士丹利发表研报指，中远海控(01919.HK) 2025财年第一季，按中国会计准则的初步经常性净利润按年增长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。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 16:25。)
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