【研报掘金丨华源证券:予中远海控“增持”评级,地缘局势的不稳定或将提供额外弹性】华源证券研报指出,鉴于红海绕航持续,中远海控(601919.SH)作为集运龙头,在周期磨底期仍能维持可观盈利,地缘局势的不稳定或将提供额外弹性,给予“增持”评级。目前,公司集运业务全球领先,运力份额稳居世界第一梯队,盈利能力超过海外龙头马士基。2022-2024H1,公司持续分红50%,累计派发股利近900亿元。公司经营活动产生的现金流量净额同步上涨,为公司持续现金分红回报投资人,以及数字智能与绿色低碳转型,提升核心竞争力奠定了坚实的基础。

金融界
14 Jan
华源证券研报指出,鉴于红海绕航持续,中远海控(601919.SH)作为集运龙头,在周期磨底期仍能维持可观盈利,地缘局势的不稳定或将提供额外弹性,给予“增持”评级。目前,公司集运业务全球领先,运力份额稳居世界第一梯队,盈利能力超过海外龙头马士基。2022-2024H1,公司持续分红50%,累计派发股利近900亿元。公司经营活动产生的现金流量净额同步上涨,为公司持续现金分红回报投资人,以及数字智能与绿色低碳转型,提升核心竞争力奠定了坚实的基础。

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