研报掘金丨国泰君安：中远海能中期业绩符合预期，维持“增持”评级

格隆汇资讯07-08

国泰君安研报指出，中远海能(600026.SH)公告2024上半年归母净利约25.5 亿元，同比下降9%，扣非净利同比增长超5%。其中，估算2024Q2归母净利13.1亿元，业绩完全符合我们预期，同比23Q2扣非15.4亿元下降源于高基数效应(疫后贸易节奏致23Q2高运价)，环比24Q1的12.4亿元稳中有升符合运价趋势。根据该行统计，2024上半年全球原油运平均航距继续拉长3%，考虑传统能源韧性...

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