小摩：集装箱航运前景分化看好中远海控(01919)及东方海外国际(00316) 均予“增持”评级

智通财经2025-08-11

智通财经APP获悉，摩根大通发布研报称，对中远海控(01919,601919.SH)维持正面看法，目标价分别上调至21港元及24元人民币，另外亦对东方海外国际(00316)维持正面看法，目标价升至179港元，均予“增持”评级。但该行对中国船厂，尤其新加坡上市的扬子江造船，维持审慎看法，基于地缘政治不确定性及竞争压力。该行认为，集装箱航运与造船业需求形势分歧加剧，当中马士基(Maersk)观察到美国...

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小摩：集装箱航运前景分化 看好中远海控(01919)及东方海外国际(00316) 均予“增持”评级

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小摩：集装箱航运前景分化看好中远海控(01919)及东方海外国际(00316) 均予“增持”评级