Cosco 航运与港口同母公司不同命：Q3 航运利润涨 81%，港口持平
Cosco: Shipping vs Ports – same parent, not quite siblings
中远海运控股（CSH）第三季度利润大涨 81%，港口拥堵与绕行占用运力并推高运价；其控股的码头运营商中远海运港口利润持平，中国最繁忙码头接近产能上限。Citi 预计到 2027 年初将出现季节性缓和。
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By Lawrence Lim
2 November 2026
Delve straight into the numbers.
In a nutshell: Chinese state-owned container line Cosco Shipping Holdings; (CSH) profit rose a whopping 81% in the third quarter as port congestion and long reroutes tied up ships and lifted freight rates, while Cosco Shipping Ports, the terminal operator it controls, reported flat profit with its busiest Chinese terminals close to capacity.
Why so?
For one, Citi expects a seasonal easing into early 2027, but its own work on port bottlenecks, a Strait of Hormuz that remains largely ...
来源：The Loadstar · theloadstar.com