港股异动 | 中国船舶租赁(3877.HK)大涨11%创新高 获机构唱好
格隆汇4月26日丨中国船舶租赁(3877.HK)大幅拉升涨10.83%,盘中高见1.37港元创历史新高,总市值超80亿港元。中国船舶租赁上市以来保持20%以上的净利润增长率,50%左右的股利支付率。疫情后航运周期上行,船舶租赁是船舶融资的重要方式之一,租赁业务显著受益于船舶租金、船舶价格以及船舶交易量的上升。申万宏源考虑航运周期改善,中国船舶租赁公司ROE 中枢有望从12%逐步提升,首次覆盖,给与“买入”评级。该行又指,2021年Q1,集装箱运价指数SCFI 同比上涨199%,突破历史最高水平;波罗的海干散货指数BDI 同比上涨194%,接近2020 年最高水平。产业链的中远海控,海丰国际2020年至今股价均大涨。中国船舶租赁股价表现平淡,属于产业链被忽视的行业。

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