智通财经APP获悉，太平洋航运(02343)午前涨近4%，截至发稿，涨3.68%，报3.94港元，成交额7828.54万港元。
消息面上，近日太平洋航运披露中期业绩，美银证券认为，太平洋航运2026年上半年核心纯利1.05亿美元，大幅优于该行预测的7,600万美元及市场预期的6,300万美元，主要受惠期内日均租金达1.53万美元，高于该行预测的1.41万美元。第三季度已锁定日均租金较去年同期高出逾4,000美元，远期曲线显示强劲势头可延续至第四季。该行目前预测太平洋航运今年全年每股盈利达为38港仙，较市场普遍预期高出70%。
美银证券表示，干散货供应压力较为温和，地缘政治干扰及厄尔尼诺现象导致巴拿马运河受阻及煤炭贸易增加，亦对需求构成支持，预期干散货运盈利强劲表现可延续至明年。因应上半年业绩胜预期及第三季度已锁定租金强劲，该行将太平洋航运2026至2028年每股盈利预测平均上调约31%。
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