本期投资提示:25 年三季报总结:中远海控、厦门象屿业绩超预期,关注机构低配交运布局机会,Q4 推荐中国船舶(中美推迟港口费,订单回流估值有望修复)、广汇物流(红淖铁路运价及装卸费进入上涨通道)、中国东航(国际航线快速修复)。航运: Q3 中远海控业绩略超预期,业绩韧性仍在,油轮股业绩与运价趋势一致,主要矛盾关注二手船价格与期租租金。当前期租日租金5 万美元,现货12 万美元,隐含12 月-2 月...
Source Link本期投资提示:25 年三季报总结:中远海控、厦门象屿业绩超预期,关注机构低配交运布局机会,Q4 推荐中国船舶(中美推迟港口费,订单回流估值有望修复)、广汇物流(红淖铁路运价及装卸费进入上涨通道)、中国东航(国际航线快速修复)。航运: Q3 中远海控业绩略超预期,业绩韧性仍在,油轮股业绩与运价趋势一致,主要矛盾关注二手船价格与期租租金。当前期租日租金5 万美元,现货12 万美元,隐含12 月-2 月...
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