中远海控:25Q2归母净利同比-42%至58.4亿 中期分红率50%;持续看好央企集运龙头的价值回归与重估

方正证券
Aug 31, 2025

公司公告2025 年中报:1)营收:上半年1091 亿元,同比+7.8%;25Q2 为511.4 亿,同比-3.4%(调整后,下同)、环比-11.8%。2)归母净利:上半年175.4 亿,同比+3.9%;Q2 为58.4 亿,同比-42.2%/环比-50%。3)扣非归母:上半年174.7 亿,同比+3.8%;Q2 为58.2 亿,同比-42.3%/环比-50%。4)分红回购:中期现金分红86.7 ...

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