花旗发表报告指，就最常与投资者讨论的是亚洲航运行业(投资故事)是否已经完结以及如何配置仓位这个问题，相信基于4月初对等关税率不会重临，集装箱行业在下半年仍有发展空间。美国零售商的货运温和放缓，而集装箱进口自5月以来按年下降，意味着重新补货的需求，此外到2026年行业新总吨位供应将逐步放缓。
花旗覆盖三家亚太区班轮公司2026年市净率约为0.8倍，估计股本回报率约为5%至9%。该行认为中远海运(01919.HK) 年初以来股价按年上升约20%，加上中美贸易紧张局势加剧，带来负面风险回报，因此将中远海运H股评级由“买入”一举下调至“沽售”。H股目标价亦由13.3元降至12.1元。
花旗指长荣海运(2603.TT)现在是该行覆盖三家亚太区班轮公司唯一获“买入”评级，因其应可受惠于海洋联盟的运力调整，以及美国贸易代表署对中国内地制造船只的额外港口收费。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-24 16:25。)
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