智通财经APP获悉，中远海运港口(01199)涨近3%，截至发稿，涨1.89%，报5.675港元，成交额6484.81万港元。
消息面上，近期，中远海运港口发布2026年中期业绩，收入同比上升12.3%至9.05亿美元，毛利同比上升9.3%至2.4亿美元，公司股权持有人应占利润同比上升28.5%至2.34亿美元。中金表示，中远海运港口上半年业绩好于该行预期，主要因公司第二季确认5,400万美元的一次性回拨收益。考虑到今年一次性收益及今明两年单箱收入增长有望超预期，该行上调2026年/2027年净利润21.69%和5.2%至3.98亿和3.7亿美元。
招商证券发布研报称，中远海运港口2026年上半年完成总吞吐量8016万TEU，同比增长7.9%，权益吞吐量2449万TEU，同比增长7.0%。收入结构来看，2026年上半年控股码头实现营业收入9.1亿美元，同比增长12.3%，其中中国控股码头营业收入为4.2亿美元，同比增长16.4%，海外控股码头营业收入为4.9亿美元，同比增长9.1%，主要受益于希腊PCT、CSP西班牙码头收入增长，二者收入上半年分别同比+7.1%、+11.7%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.