智通财经APP获悉，嘉里物流(00636)午后跌超16%，截至发稿，跌15.74%，报5.62港元，成交额2432.58万港元。
花旗发表研究报告，嘉里物流的国际货运代理业务(IFF)主要集中在泛太平洋航线，关税实施情况可能较预期差，对集团的IFF业务量造成负面影响。然而，由于运费目前已跌至谷底水平，IFF业务利润所受影响尚不明朗。花旗考虑到嘉里物流货量的逆风、供需动态的不确定性，以及由于供应链中断，客户可能需要集团提供更多增值服务。另一方面，由于成本优化，综合物流可能有温和增长。花旗下调集团今明两年盈测，以反映运费下降及全球贸易的不确定性。
汇丰此前发布研报称，受到国际货运代理业务(IFF)所推动，嘉里物流去年下半年利润复苏，并抵销综合物流业务(IL)疲软的影响，但贸易紧张局势升级会令今年利润受压。该行将集团在2025年至2026年经常性利润预测下调7%至11%，预计今年集团核心利润按年增8%至14亿人民币，同时将其目标价由8.3港元下调至7.7港元，维持其”持有“评级。
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