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中國遠洋去年巨虧百億 成為A股市場最虧錢公司 @ 2012-03-31T10: Back Hot News
Keyword:月零售
Concept:
內地股市昨日依然未見太大起色,而港股也持續走疲,不過觀乎A+H成份股依然不乏有表現的個股,就以山東墨龍為例,其A股(002490.SZ)漲1成至停板,而H股(0568)則升近4%。中資板塊方面,航運股的整體表現較佳,當中龍頭股的中國遠洋(1919)便漲逾8%報收。中國遠洋剛公布的去年全年業績顯示,收入跌12.3%至846.4億元(人民幣,下同),顯著虧損105億元,每股虧損1.0273元,不派末期息。上年同期則賺67.9億元,派息9分。受業績欠佳影響,多家大行隨即加入唱淡行列,但該股仍能逆市走高,反映市場對相關的利淡因素已漸消化。
盡管運價暴漲,但A股市場航運股的表現似乎並沒有如此瘋狂。中海集運(601866,收盤價2.94元)和中國遠洋(601919,收盤價5.49元)近期都跟隨大市出現三連陰,昨日分別下跌1.34%和2.66%。分析人士認為,這主要還是由於運價的提升暫時還沒有轉化為行業景氣度的明顯提升。中海集運和中國遠洋都預計2011年業績虧損,如果航運股能夠盡快實現業績扭虧,股價才有望進一步提升。

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