智通财经APP获悉，中远海控(01919)绩后跌超4%，截至发稿，跌4.05%，报13.98港元，成交额4.15亿港元。
消息面上，中远海控发布中期业绩，收入1090.99亿元人民币，同比增加7.78%；股东应占溢利175.28亿元，同比增加3.9%。单看第二季度，公司主营收入511.39亿元，同比下降3.41%；归母净利润58.42亿元，同比下降42.25%。每股基本盈利1.12元；拟派发中期股息每股0.56元。
国信证券此前指出，由于货量边际走弱，美线和欧线的运价均持续走弱，短期集运的需求或主要取决于中美关税政策，但中长期来看，考虑到当前欧美的经济表现相对平淡、贸易形势风险仍存、大部分航商的欧线仍在采用好望角航线，且仍有较多运力会在年内交付，我们预计年内集运企业的盈利能力仍将承压，建议关注中远海控在弱β下，盈利能力能否维持明显跑赢行业的状态，实现α机会。
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