智通财经APP获悉，高盛发布研报称，中远海运港口(01199)2025年净利润为3.12亿美元，同比增长1.1%，较市场预期低8%; 第四季净利润同比及按季分别跌45%及42%至4,780万美元。该行认为主要归因于长江三角洲码头的一次性成本，以及钱凯码头于第四季确认较多成本。目标价由6.8港元轻微下调至6.6港元，维持“买入”评级; 2026年预测股息收益率约5%，具吸引力。
考虑到吞吐量持续强劲增长，加上平均价格受通胀带动上升，该行相信2026年利润率及盈利可望改善; 将2026及2027年每股盈利预测分别下调12%及11%。
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