太平洋航运公布上半年业绩：1)归母净利润2,560万美元，同比下滑55.6%；2)扣非归母净利润2,190万美元，同比下滑50.1%，低于我们的预期。业绩同比下滑主因全球干散货市场需求偏弱，船舶供给较多，运价同比下跌。展望下半年，受季节性需求提升，我们预计运价有望止跌企稳；中长期，我们建议密切关注美国降息周期及中国内需经济提振，将有利于全球散货需求，提振市场运价。考虑1H较弱的业绩表现及全球宏观...
Source Link太平洋航运公布上半年业绩：1)归母净利润2,560万美元，同比下滑55.6%；2)扣非归母净利润2,190万美元，同比下滑50.1%，低于我们的预期。业绩同比下滑主因全球干散货市场需求偏弱，船舶供给较多，运价同比下跌。展望下半年，受季节性需求提升，我们预计运价有望止跌企稳；中长期，我们建议密切关注美国降息周期及中国内需经济提振，将有利于全球散货需求，提振市场运价。考虑1H较弱的业绩表现及全球宏观...
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