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　　瑞银发布研究报告称，予长和（00001）“中性”评级，目标价43港元。

　　据媒体报道，巴拿马正权衡是否和长和取消港口经营权合约，该合约本将于2047年到期。2024年上半年，巴拿马港口贡献长和子公司和记港口信托6.2%的收入以及5.6%的EBITDA。2024年上半年港口业务占长和的EBITDA约15%。而占长和集团的EBITDA仅0.84%。

　　不过这一风险将取决于美国对墨西哥进口商品加征25%关税。墨西哥港口是长和港口业务的最大贡献者，占和记港口信托EBITDA的26%，或是整个集团EBITDA的3.9%，墨西哥关税影响更大。

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