星展发表研究报告指，中远海控(01919.HK) 平均运费下降约15%，预计其今年收入及净利润分别下跌8%和46%。虽然亚洲区内的载运量增长提供支持，但潜在的关税升级及供应过剩仍对盈利构成压力，特别是倘红海航线全面全启。关税暂缓提升短期运费，但夏季高峰期后的可持续性仍存疑。该行预期中远海控盈利跌幅将于明年放缓。
星展维持中远海控的“持有”评级，目标价由10.6元上调至12.9元。该行相信，由于贸易紧张局势缓和，短期情绪或会改善。不过，该行指出，由于关税问题仍未解决，而且运力压力会限制股价升幅，因此对公司维持审慎态度。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-11 16:25。)
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