瑞银表示，近期中美意外地宣布暂停互征港口服务费一年，预期有关费用最终将全面取消，轻微利好中远海控。虽然红海重开或对运费构成下行风险，但该行认为集团强劲的现金状况(相当于市值七成)以及稳健的派息率可支撑股价。 该行将2025至27年各年每股盈利预测上调5至66%，因今年首三季货运量与运费表现好过预期，加上美国关税政策略有改善，支持今年第四季及明年货运量，以及美国暂停征收港口服务费将减少经营成本。该行将中远海控A股评级上调至“中性”，目标价由11.2元升至15.4元。
瑞银表示，近期中美意外地宣布暂停互征港口服务费一年，预期有关费用最终将全面取消，轻微利好中远海控。虽然红海重开或对运费构成下行风险，但该行认为集团强劲的现金状况(相当于市值七成)以及稳健的派息率可支撑股价。 该行将2025至27年各年每股盈利预测上调5至66%，因今年首三季货运量与运费表现好过预期，加上美国关税政策略有改善，支持今年第四季及明年货运量，以及美国暂停征收港口服务费将减少经营成本。该行将中远海控A股评级上调至“中性”，目标价由11.2元升至15.4元。
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