美银证券：对集装箱航运的看法转趋负面降中远海控、海丰国际评级

智通财经网2025-07-17

智通财经APP获悉，美银证券发布研报称，对集装箱航运的看法转趋负面，第四季至明年上半年的费率和利润料将再下调。该行对中远海控(01919)的评级由“中性”降至“跑输大市”，目标价由14.7港元降至11.5港元，对2025年至2027财政年度的每股盈利预测平均下调12%。该行维持对受长途集装箱市场正常化影响最大的东方海外国际(00316)的评级为“跑输大市”，对东方海外目标价由115港元降至100...

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美银证券：对集装箱航运的看法转趋负面 降中远海控、海丰国际评级

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美银证券：对集装箱航运的看法转趋负面降中远海控、海丰国际评级