高盛：料内地集装箱吞吐量全年升4.6% 升招商局港口(00144)及中远海运港口(01199)目标价

智通财经2025-09-15

智通财经APP获悉，高盛发布研报称，将招商局港口(00144)及中远海运港口(01199)2025至27年净利润预测上调2%至6%。看好中远海运港口，因其欧洲码头表现强劲及钱凯港表现提升，并预期2025年股息收益率达5%，目标价由5.3港元升至6港元，评级“买入”。招商局港口目标价由13.1港元升至14.2港元，评级“中性”。该行表示，即使在美国关税上调及贸易不确定背景下，内地上半年港口集装箱...

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