中远海运_梳理 2025 年关键的上行和下行风险

20 March 2025 | 4:00AM HKT COSCO SHIPPING Holdings (601919.SS) Framing the key upside and downside risks in 2025 | 601919.SS | 12m Price Target: Rmb15.30 | Price: Rmb14.26 | Upside: 7.3% | | --- | --- | --- | --- | | 1919.HK | 12m Price Target: HK$12.00 | Price: HK$12.02 | Downside: 0.2% | As highlighted in our Repositioning note, we believe data points suggest that rush shipments, which began from 4Q24 likely amid tariff impact concerns, may have already ended. Recall, we had expected a shorter time frame ...