《大行》大和升太平洋航运(02343.HK)至“买入”评级 料地缘政治环境改善有利货运

阿斯达克财经
May 15, 2025

大和研究报告指,年初至今,波罗的海干散货指数(BDI)平均按年下降约35%,但小型船型包括超灵便型(Supramax)和小灵便型(Handysize)干散货船的跌幅较慢,分别跌31%和24%。太平洋航运(02343.HK) 4月小灵便型和超灵便型干散货船的按期租合约对等基准收入(TCE)较去年低约15%和10%。该行料年初至今的疲软需求将延续至下半年,但进一步恶化的风险有限。尽管预计TCE会下降,...

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