智通财经APP获悉，中国外运(00598)盘中跌超5%，截至发稿，跌4.06%，报3.78港元，成交额8017.35万港元。
消息面上，中国外运此前发布业绩，全年营业收入1056.2亿元，同比增长3.8%，实现归母净利润39.2亿元，同比下降7.1%。大和发表研究报告指，中国外运管理层对前景相对悲观，该行预期集团今年盈利将下降中个位数，将其评级由“跑赢大市”下调至“跑输大市”，目标价由4.15港元降至3.5港元。
美银则表示，中国外运2024年财报表现疲弱，核心净利润按年跌8%，较该行预测低3%，但全年派息按年持平为29分人民币，符合预期。该行指，虽然受到全球贸易的不确定性和运费压力影响，中外运业务前景出现恶化，但管理层仍维持其慷慨股息政策，憧憬潜在的股份回购会对股价提供支持，C-REIT的上市亦将支持今年盈利表现及派息，重申“买入”评级，目标价从4.25港元升至4.4港元。
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