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RBC對加拿大鐵路第一季貨運量和業績指標的分析

-- 加拿大皇家銀行資本市場(RBC Capital Markets)在其第一季回顧報告中指出，加拿大鐵路第一季的收入噸英里(RTM)有所增長，其中加拿大國家鐵路(CNR.TO)增長3%，加拿大太平洋堪薩斯城鐵路(CP.TO)增長2%。 分析師沃爾特·斯普拉克林(Walter Spracklin)和詹姆斯·麥加拉格爾(James McGarragle)寫道，由於加拿大糧食產量創歷史新高，糧食運輸量增加，兩家鐵路公司的貨運量均從中受益。分析師指出，根據加拿大統計局(StatsCan)的數據，由於單產提高，預計2026年加拿大糧食產量將年增10%。 第一季業績指標也有所改善，主要得益於冬季狀況的改善。一級列車速度提高了4%，終端停留時間減少了6%。 加拿大皇家銀行資本市場(RBC Capital Markets)預測，下半年鐵路運輸將溫和復甦，與近期採購經理人指數(PMI)數據一致，但關稅和地緣政治衝突仍是影響前景的主要風險。斯普拉克林和麥加拉格爾也指出，公路運輸轉換率的上升潛力巨大，這得益於更高的卡車運費、柴油價格飆升以及工業貨運量的增長，而這些因素與當前的宏觀經濟指標相符。 “我們仍然認為，CPKC在整合KCS方面擁有最佳的協同效應，尤其是在其多式聯運業務方面。”

Price: $152.67, Change: $+0.57, Percent Change: +0.37%

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