美银证券发表报告指，对集装箱航运的看法转趋负面，第四季至明年上半年的费率和利润料将再下调。该行对中远海控的评级由“中性”降至“跑输大市”，目标价由14.7港元降至11.5港元，对2025年至2027财政年度的每股盈利预测平均下调12%。 该行维持对受长途集装箱市场正常化影响最大的长荣海运和东方海外的评级为“跑输大市”，对东方海外目标价由115港元降至100港元；同时将海丰国际的评级由“买入”降至“中性”，因预期亚洲区内运费亦将受压，目标价27港元。
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