高盛:料内地集装箱吞吐量全年升4.6% 升招商局港口(00144)及中远海运港口(01199)目标价

智通财经
Sep 15

智通财经APP获悉,高盛发布研报称,将招商局港口(00144)及中远海运港口(01199)2025至27年净利润预测上调2%至6%。看好中远海运港口,因其欧洲码头表现强劲及钱凯港表现提升,并预期2025年股息收益率达5%,目标价由5.3港元升至6港元,评级“买入”。招商局港口目标价由13.1港元升至14.2港元,评级“中性”。

该行表示 ,即使在美国关税上调及贸易不确定背景下,内地上半年港口集装箱吞吐量仍同比增长7%。展望未来,该行预测2025、26及27年将分别同比增长4.6%、2.7%及2.5%,意味2025下半年增速将放缓至2%。价格方面,招商局港口目标在2026年合约谈判中加价2%,其他营运商则预期除通胀调整外不会进一步加价。招商局港口与中远海运港口均对海外码头的合约价格增长表示乐观,因吞吐量增速更快及成本上升。

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