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。 该行认为，中远海控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H股评级由“买入”一举下调至“沽售”，H股目标价亦由13.3港元降至12.1港元。
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。 该行认为，中远海控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H股评级由“买入”一举下调至“沽售”，H股目标价亦由13.3港元降至12.1港元。
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