研报掘金｜中金：上调招商局港口目标价至16.5港元维持“跑赢行业”评级

格隆汇2025-09-04

中金发表研究报告指，招商局港口上半年港口主业表现亮眼，收入64.57亿港元，按年增11.4%；归母净利润35.84亿港元，对应每股基本盈利85.4港仙，按年跌19.5%。向后看，中金认为随着海外港口腹地经济增长及公司持续赋能营运，海外港口业务量有望实现长期较高增长。该行维持2025年净利润基本不变，首次引入2026年净利润77亿港元，当前股价对应8.2倍2025年市盈率和8.0倍2026年市盈率...

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研报掘金｜中金：上调招商局港口目标价至16.5港元 维持“跑赢行业”评级

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研报掘金｜中金：上调招商局港口目标价至16.5港元维持“跑赢行业”评级