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《大行報告》大和:寧波舟山港裝卸費上調10% 招商局港口(00144.HK)及中遠海運港口(01199.HK)明年盈利有提升空間
內地寧波舟山港日前宣佈,對船方20英尺及40英尺的空箱及重箱裝卸船費加價10%,明年1月1日開始執行。大和發表報告,指寧波舟山港大幅加價,令招商局港口(00144.HK)和中遠海運港口(01199.HK)有良好條件加價。該行對兩隻股份均持「買入」評級,目標價分別爲12.16元和6.13元。 大和表示,舟山港上調收費,顯示在供應鏈幹擾的情況下,中國港口展開上調收費的週期,尤其是一些港口多年來一直沒有增加收費。該行認爲,船公司願意支付更多費用,以確保他們在港口擁堵的情況下仍能營運,有利招商局港口和中遠海運港口明年的盈利表現。
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