美银证券:升中远海能(01138)目标价至7.9港元 料将受惠于行业顺风

智通财经
Sep 01, 2025

智通财经APP获悉,美银证券发布研报称,中远海能(01138)上半年营运表现大致符合预期,当中纯利胜预期,主要来自一次性收益。该行上调2025至27年盈利预测,以反映OPEC+增产及美国制裁收紧为原油油轮市场带来的顺风。该行维持“买入”评级,认为集团将成为油轮市场复苏的主要受益者,并认为当前估值并未充分反映2025至26年的股东权益回报率(ROE)前景;H股目标价由7.5港元上调至7.9港元,中远海能A股(600026.SH)目标价由13元上调至13.6元人民币。

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