智通财经APP获悉，摩根士丹利发布研报称，上调中远海控(01919)目标价13%，从8.5港元上调至9.6港元，维持“减持”评级，主要考虑未来12-24个月供应过量。然而，如果现货市场在未来1-2个月内随着美国补货需求激增而表现强劲，大摩认为短期内有上行风险。大摩上调2025和2026年每股盈测13%和12%，以反映运费和燃油价格的假设变化。引入2027年每股盈利预测 0.9 元人民币。对预测的变化反映中美贸易紧张局势缓和后，供需错配所导致的现货市场上行风险。
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