研報掘金丨國信證券:中遠海控第三季度業績強勁,維持“優於大市”評級
國信證券研報指出,中遠海控(601919.SH)Q3業績實現大幅增長。單三季度實現營業收入735.13億元,同比+72%,實現歸母淨利潤212.54億元,同比+285.7%。第三季度,中遠海控實現貨運量658萬TEU,環比Q2增長2.3%,但是實現航線收入673.6億元,環比增長約42.7%,主要得益於CCFI的提升,第三季度CCFI均值達到1991點,較Q2提升552點,改善顯著。此外,紅海危機導致全球遠東-歐洲線繞行好望角,階段性的供需錯配帶來了集運行業景氣度明顯提升,但是當前來看紅海危機對增速的一次性衝擊效應已經開始減弱,即期運價逐步正處逐步回落階段,第四季度CCFI運價指數或顯著回落,仍需繼續觀察歐美的消費需求情況。維持“優於大市”評級。
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