格隆汇4月8日|中金公司研报指出,中远海控(601919.SH)预计1Q25实现EBIT约为165.71亿元,同比增长约66.09%,实现净利润约132.23亿元,同比增长72.13%,公司一季度业绩好于我们预期,认为主要因公司实现运价好于我们此前预期。一季度即期运价有所回落,但长协价仍相对坚挺。目前美国关税政策是影响行业需求与周期走向的重要变量,根据中金宏观组,“对等关税”或降低美国GDP1.3...
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