智通财经APP获悉，花旗发布研报称，将中远海控(01919) H股评级从“沽售”一举上调至“买入”，目标价由12.1港元上调至15.9港元。尽管市场对集装箱航运业的投资情绪在2025年底仍偏向负面，主要受2025年上半年需求集中以及苏伊士运河终于通行恢复的影响，但花旗对亚太地区航运公司的风险回报前景持正面态度。
花旗认为，随着2026年上半年西方经济体受库存补充需求及供应受管理推动，运费有望上涨。该行指出，亚太航运公司目前估值吸引，仅相当于预测2026年市账率介乎仅0.6至0.8倍，行业整体净现金水平亦提供支撑。花旗指出，中远海控每股净现金达12元，同时中国境内运输需求疲弱及美国港口费用压力的影响已逐步减弱。
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