中金：重视集运板块高股息标的配置价值看好中远海能(01138)等

智通财经2025-07-16

智通财经APP获悉，中金发布研报称，供给决定长周期方向，需求决定弹性。重视集运板块高股息标的配置价值，高分红比例民企短期(下半年亚洲和内贸旺季)和长期(小船供给少)逻辑均有利，中远海控(01919)资产负债表提供支撑，看好供需边际改善的油运旺季弹性，看好中远海能(01138)、招商轮船(601872.SH)，关注招商南油(601975.SH)(强劲资产负债表，恢复分红能力有望加快)，干散货关注小宗...

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中金：重视集运板块高股息标的配置价值 看好中远海能(01138)等

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中金：重视集运板块高股息标的配置价值看好中远海能(01138)等