智通财经APP获悉，大华继显发布研报称，中远海控(01919)2025年第三季净利润同比下滑55%至95亿元人民币，但受惠于运费韧性及货量增长，表现仍好过该行预期。近期运费指数回升及中美暂停收取港口费应可支持2025年第四季盈利。尽管2026年仍存供过于求风险，惟强劲净现金状况(占市值63%)应能让中远海控灵活应对下行周期。评级上调至持有，目标价由12港元上调至14.54港元。
智通财经APP获悉，大华继显发布研报称，中远海控(01919)2025年第三季净利润同比下滑55%至95亿元人民币，但受惠于运费韧性及货量增长，表现仍好过该行预期。近期运费指数回升及中美暂停收取港口费应可支持2025年第四季盈利。尽管2026年仍存供过于求风险，惟强劲净现金状况(占市值63%)应能让中远海控灵活应对下行周期。评级上调至持有，目标价由12港元上调至14.54港元。
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