《大行》花旗一举降中远海控(01919.HK)评级至“沽售” 目标价下调至12.1元

阿斯达克财经
Jun 25, 2025

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(...

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