智通财经APP获悉，太平洋航运(02343)现涨近5%，截至发稿，涨4.21%，报1.98港元，成交额2392.5万港元。
银河期货指出，考虑到矿山季末发运冲量，后续铁矿发运需求或有一定增量，预计对运价提供支撑；5月南美粮食发运仍相对较好，预计后续逐渐走出旺季，发运需求逐渐减少；煤炭消费旺季即将到来，运输需求有望好转，但要关注内外煤炭价差及运输需求情况。短期预计6月铁矿和煤炭发运需求好转或为运价提供一定支撑。
大和此前发布研报称，太平洋航运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，该行认为小灵便型和超灵便型干散货船今年将继续盈利。基于目前的估值吸引，地缘政治环境改善投资者信心，以及太平洋航运积极回购，该行将其评级由“跑赢大市”升至“买入”，目标价由2.4港元降至2.25港元。
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