港股異動 | 中遠海控(1919.HK)續漲7% 近一個月累計升幅超50%
格隆匯11月5日丨中遠海控(1919.HK)延續漲勢,近一個月累計升幅超50%。現漲6.75%,報5.69港元創2015年7月以來新高價,暫成交7548萬港元,總市值954億港元。中遠海控A亦升超4%創2018年2月以來新高。中遠海控日前公告,前三季淨利增長82.40%,東方海外訂購7艘23000TEU船。國元證券指出,集運行業景氣度高企,公司Q3業績大幅增長。公司在東西主幹航線以及澳洲等航線均有較強競爭力,具備較高盈利彈性。認為公司將顯著受益於當前集運景氣週期,4Q業績仍有望超預期。業內人士指出,儘管長期行業不確定性仍存在,但中遠海控也聯動發展港航業務,為母公司持續貢獻業績,弱化集運板塊週期性帶來的不確定影響。

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