美银证券发表研究报告,货柜航运尚未度过最差时期,过剩供应以及红海航线重开的压力很可能导致2026年陷入EBIT亏损。该行预计2026年上半年将受到大量船舶供应增长的拖累,而下半年则面临红海重开前景日益增强的压力。该行认为亏损将促使货柜航运公司缩减2026年的股东回报,以在下行周期中保留现金。该行对中远海控(01919.HK) 、东方海外(00316.HK) 和长荣海运(2603.TW)维持“跑输...
Source Link美银证券发表研究报告,货柜航运尚未度过最差时期,过剩供应以及红海航线重开的压力很可能导致2026年陷入EBIT亏损。该行预计2026年上半年将受到大量船舶供应增长的拖累,而下半年则面临红海重开前景日益增强的压力。该行认为亏损将促使货柜航运公司缩减2026年的股东回报,以在下行周期中保留现金。该行对中远海控(01919.HK) 、东方海外(00316.HK) 和长荣海运(2603.TW)维持“跑输...
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