港股詳情

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海豐國際

45.360

+0.7801.75%

成交量：969.33萬

成交額：4.36億

市值：1,230.16億

市盈率：12.85

高：45.360

開：44.580

低：44.140

收：44.580

52周最高：48.429

52周最低：23.896

股本：27.12億

香港流通股本：27.12億

量比：1.95

換手率：0.36%

股息：2.51

股息率：5.53%

每股收益(LYR):3.530

淨資產收益率：46.92%

總資產收益率：21.61%

市淨率：5.54

市盈率(LYR):12.85

市銷率: 4.37

資料載入中...

總覽公司新聞公告

異動解讀｜海豐國際盤中上漲3.43%，續創歷史新高，市值突破千億港元

【券商聚焦】中信建投：集運運價進入調整階段美東航線運價相對堅挺

《半日速報》恒指半日收報24,923點跌208點; 恒生科技指數半日收報4,713點跌101點騰訊跌逾5% 海豐國際創新高

阿斯达克财经

港股異動丨海運股逆勢上漲，海豐國際創歷史新高，市值超千億港元

海運港口板塊走強中遠海能(01138)漲7.01% 油輪及集裝箱運價小幅回升

異動解讀｜海豐國際盤中上漲3.16%，海運板塊普漲疊加東盟航線合作深化

海豐國際(01308)出現大手買入23.1萬股，成交價$36.8，涉資850.08萬

阿斯达克财经

智通港股解盤 | 一則推文加速引發下跌公用事業類避險

港股異動 | 集運股午後漲幅擴大紅海緊張疊加原油跳漲各大航司或提漲以對沖成本

海豐國際(01308)股價上升5.051%，現價港幣$34.94

阿斯达克财经

異動解讀｜海豐國際盤中上漲3.01%，海運板塊聯動走強疊加二季度運價回暖預期

異動解讀｜海豐國際開盤下跌4%，航運板塊延續弱勢調整

【券商聚焦】華泰證券：油價回落與客運旺季共振佈局景氣修復+中報確定性+穩健紅利

【券商聚焦】中金公司：交運板塊看好快遞航運關注航空成本改善

異動解讀｜海豐國際盤中下跌3.28%，報32.46港元

海豐國際(01308)出現大手賣出15.5萬股，成交價$34.0，涉資527萬

阿斯达克财经

異動解讀｜海豐國際盤中上漲5.36%，航運板塊集體走強疊加二季度運量運價修復預期

海豐國際6月股份變動月報表，股本結構保持穩定

物流板塊局部走強中通快遞-W(02057)升5.36%領升

航運港口股受壓中遠海能(01138)跌7.84% 海岬型船運價持續走弱油價下跌間接施壓

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跌208點; 恒生科技指數半日收報4,713點 跌101點 騰訊跌逾5% 海豐國際創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2653356537","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653356537?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 12:12","pubTimestamp":1784693520,"startTime":"0","endTime":"0","summary":"恒指半日收24,923点，跌208点或0.8%。恒生科技指数报4,713点，跌101点或2.1%。国指跌94点或1.1%，报8,266点。沽空资料截至 2026-07-21 16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534403/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534403/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BOAT","82800","00700","BKF","GAMR","BIDD","JADE","03115","09088","JEMA","ODDS","FFEM","09067","ESPO","83115","CXSE","513600","HSI","HSImain","MHImain","EEMX","07300","MCHmain","TCEHY","HSTECH","07200","AAXJ","02800","EMCS","03037","03417","FDNI","03067","HTCD.SI","LDEM","02837","07226","01308","HHImain","TCHI","KWEB","EMC","XSOE","03032","02833","07500","07552","SOCL","SEA","TCHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653735327","title":"港股異動丨海運股逆勢上漲，海豐國際創歷史新高，市值超千億港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653735327","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653735327?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 12:07","pubTimestamp":1784693223,"startTime":"0","endTime":"0","summary":"港股海运股今日逆势走强，板块呈现普涨格局。其中，海丰国际盘中涨至4%创历史新高，市值首次突破千亿港元大关。中远海能涨近7%，德翔海运涨3%，中远海控、中远海发、招商局港口跟涨。油运双雄表现尤为突出：招商轮船上半年扣非净利润预计同比增长244%—281%，中远海能同比增长约148%。特运方面，中远海特受益于中国新能源汽车出口爆发，利润增幅有望达60%。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202607/22/20260722478286.png","type":0,"news_type":0,"thumbnails":[" 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涨7.01%，太平洋航运涨5.75%，海丰国际涨3.00%，德翔海运涨2.94%，招商局港口涨1.79%，中远海控涨1.31%，中远海发涨1.10%，青岛港涨0.88%。消息面上，美伊冲突再次升级，油轮运价小幅回升。上海出口集装箱运价指数SCFI为3080.31点，环比-3.28%，同比+77.7%。港口方面，供应链陆海枢纽，格局趋稳重视红利。随着行业资本支出增速放缓，建议重点关注板块红利属性和枢纽港成长性，建议关注招商港口、唐山港、青岛港、北部湾港。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986474","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06198","01308","02866","BK1166","00144","BK0270","00351","BK1535","01549","BK0012","02343","SEA","LU1235295612.USD","SG9999001093.SGD","BK1173","02490","SG9999011746.SGD","HK0000500386.USD","SG9999006597.SGD","SG9999001069.SGD","BK0188","02510","SG9999014674.SGD","02880","LU0390135506.SGD","LU0390135688.USD","LU0390135332.USD","BK0020","01919","BK1124","LU0300738605.USD","LU0049112450.USD","SG9999003461.SGD","IE00BYQNZ168.SGD","IE00B12V2V27.USD","01138","SGXZ90724238.SGD","LU0300738514.USD","SG9999001051.SGD","HK0000252160.HKD","BK0010","SG9999002950.SGD","BK1505","BWET","600026","BK1103","IE0003795394.USD","03683","BOAT","IE0003851619.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149022211","title":"異動解讀｜海豐國際盤中上漲3.16%，海運板塊普漲疊加東盟航線合作深化","url":"https://stock-news.laohu8.com/highlight/detail?id=1149022211","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149022211?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 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| 一則推文加速引發下跌 公用事業類避險","url":"https://stock-news.laohu8.com/highlight/detail?id=2652341288","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652341288?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 19:40","pubTimestamp":1784288446,"startTime":"0","endTime":"0","summary":"谷歌跌超 4%，SpaceX 跌逾 3%，再次破发。日经 225指数料创 3 月以来最大单日跌幅。据伊朗国家媒体消息，在当地时间 7 月 16 日晚至今天凌晨美军新一轮袭击持续时间近 8 小时。伊朗的 5 座桥梁遭袭，造成多人死伤。消费重点集中在纺织服饰类，九兴控股公布，截至 2026 年 6 月 30 日止三个月，集团未经审核综合收入增加约 1.2%至4.493 亿美元；收入增加约 1.5%至 7.867 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股价在下午01:42比前收市价上升5.051%，现股价为港币$34.94。至目前为止，今日最高价为$34.94，而最低价为$32.72。总成交量为232.68万股，总成交金额为港币$7.882千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2607142353/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2607142353/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1103","IE00B12V2V27.USD","01308","BOAT","SEA","IE0003851619.USD","IE00BYQNZ168.SGD","IE00BYTNYN87.SGD","BK1541","SG9999011746.SGD","IE0003795394.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113351159","title":"異動解讀｜海豐國際盤中上漲3.01%，海運板塊聯動走強疊加二季度運價回暖預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1113351159","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113351159?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 10:26","pubTimestamp":1783995987,"startTime":"0","endTime":"0","summary":"7月14日，海丰国际盘中上涨3.01%，报34.26港元，成交额3934.38万港元。此前机构普遍看好二季度集运量价修复前景，中金维持跑赢行业评级并上调目标价至40港元，瑞银亦将目标价上调至33.8港元，均指向运量增长及运费反弹趋势。公司一季度集装箱运量同比增长7.6%至85.58万标准箱，管理层预计将受益于3月以来的集装箱运费回升，且燃油成本增幅可通过附加费全数转嫁客户。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134147836","title":"異動解讀｜海豐國際開盤下跌4%，航運板塊延續弱勢調整","url":"https://stock-news.laohu8.com/highlight/detail?id=1134147836","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134147836?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 09:21","pubTimestamp":1783560115,"startTime":"0","endTime":"0","summary":"7月9日，海丰国际开盘下跌4%，报32.2港元/股。消息面上，航运板块近期持续承压，7月7日海运个股普遍走弱，中远海控跌3.05%，东方海外国际跌3.36%，太平洋航运跌2.68%。中金公司指出，上半年集运板块跑输大盘，虽然欧美干线运价仍高于船司盈亏线，但行业波动逐步收敛。此外，油价下行削弱运费附加费上调动力，或压制7月下旬集运涨价预期。海丰国际一季度平均运费同比下降约4.7%，尽管运量同比增长7.6%，量增价降格局仍对市场情绪构成压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650912241","title":"【券商聚焦】華泰證券：油價回落與客運旺季共振 佈局景氣修復+中報確定性+穩健紅利","url":"https://stock-news.laohu8.com/highlight/detail?id=2650912241","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650912241?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 09:11","pubTimestamp":1783559511,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，7月，市场风格或从极致结构转向攻防平衡，资金有望继续向景气改善与业绩兑现方向集中，交运板块可沿着“景气改善+中报确定性+防御性”布局。景气改善方面，油价回落缓解成本压力、暑运启动或形成催化；航运中海峡通行量回升带动油运预期修复，集运则受出口需求及传统旺季支撑，涨价有望延续。中报确定性方面，物流快递反内卷成果延续，快递价格同比改善，叠加燃油附加费传导油价成本，建议把握中报窗口期。防御性方面，油价回落有望改善高速货运成本压力，车流量修复对公路基本面形成支撑，港股公路回调后股息率吸引力提升。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985443","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BOAT","DRLL","UGA","DUG","WTIU","SDOG","PXE","01919","PXJ","TPOR","01308","BWET","LU0390135332.USD","PEJ","IEO","OILU","03369","USE","IXC","USOI","DBO","DIG","WEEI","SPXT","HK0000252152.HKD","01199","XES","OIH","DRIP","BK0183","DBC","IE00BYTNYN87.SGD","00316","DBE","ERX","OILK","UAE","02866","VDE","LU1781817850.SGD","OILT","601688","VOOV","FTXN","USL","GUSH","BNO","02343","KCE","SEA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649695943","title":"【券商聚焦】中金公司：交運板塊看好快遞航運 關注航空成本改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2649695943","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649695943?lang=zh_tw&edition=fundamental","pubTime":"2026-07-08 09:18","pubTimestamp":1783473499,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司表示，1H26交运板块下跌16.5%，跑输大盘24.0ppt，细分板块分化，其中油运跑赢大盘30.6ppt；而其他板块均跑输，航空因Q2油价上涨跑输大盘39.2ppt；红利类公路铁路和港口分别跑输24.5ppt/20.1ppt；快递跑输大盘12.5ppt。2H26该机构看好快递反内卷的行情、油运的运价弹性；关注航空油价下行的需求复苏，而非快递物流则需精选个股，红利板块整体仍需视市场风格。2H26航空煤油价格有望明显环比回落，航空公司成本改善，随着需求增长，航空票价可能有所提振。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985338","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0300738605.USD","00357","01919","LU0359201612.USD","BK1561","01199","LU0390135688.USD","00316","601995","SG9999011746.SGD","02866","LU1023057109.AUD","KCE","HK0000252160.HKD","159231","00293","LU2663582299.SGD","00753","IE0003795394.USD","IE0003851619.USD","LU0390135506.SGD","LU1046422090.SGD","BDRY","BK1173","00670","SEA","SG9999001440.SGD","HK0000252152.HKD","HK0000500386.USD","03369","BK1103","LU1781817850.SGD","02343","00694","BK1604","LU0359202008.SGD","IE00B12V2V27.USD","LU1235295612.USD","03908","BK1541","SG9999001093.SGD","BK1505","BK1514","01055","SG9999002828.SGD","SG9999002950.SGD","LU0049112450.USD","01308","IE00BYQNZ168.SGD","BOAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134115136","title":"異動解讀｜海豐國際盤中下跌3.28%，報32.46港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1134115136","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134115136?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 11:36","pubTimestamp":1783395366,"startTime":"0","endTime":"0","summary":"7月7日，海丰国际盘中下跌3.28%，报32.46港元/股，成交额6862.65万港元。海丰国际所在的海运行业中，板块整体走弱，个股中，中远海控跌3.05%，东方海外国际跌3.36%，太平洋航运跌2.68%，德翔海运跌1.4%，乐舱物流跌0.7%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649904608","title":"海豐國際(01308)出現大手賣出15.5萬股，成交價$34.0，涉資527萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2649904608","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649904608?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 09:20","pubTimestamp":1783387200,"startTime":"0","endTime":"0","summary":"[大手成交]海丰国际(01308)在上午09:20出现大手卖出，成交量为15.5万，成交价为港币$34.0，涉资527万。至目前为止，股价升1.311%，今日最高价为$34.0，而最低价为$34.0，总成交量为15.5万股，总成交金额港币$527万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607079/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607079/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BYQNZ168.SGD","BOAT","BK1103","SG9999011746.SGD","BK1541","IE00B12V2V27.USD","IE00BYTNYN87.SGD","SEA","IE0003795394.USD","01308","IE0003851619.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191396456","title":"異動解讀｜海豐國際盤中上漲5.36%，航運板塊集體走強疊加二季度運量運價修復預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1191396456","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191396456?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 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17:07","pubTimestamp":1782983261,"startTime":"0","endTime":"0","summary":"海丰国际控股有限公司于2026年7月2日发布公告，披露2026年6月股份变动月报表。报告显示，截至2026年6月30日，公司股本未发生实质性变动。关于股份期权与激励计划，根据公司2024年4月26日通过的股份计划，截至本月底仍有240,168,121股可供未来行使，报告期内无新股发行及库藏股转让。公司方面确认已遵守香港联合交易所有限公司《上市规则》及其他相关法律法规的要求，并由公司秘书薛鹏代表董事会签署了本月报表。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648257941","title":"物流板塊局部走強 中通快遞-W(02057)升5.36%領升","url":"https://stock-news.laohu8.com/highlight/detail?id=2648257941","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648257941?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 13:14","pubTimestamp":1782969285,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股物流板块局部走强，截至发稿，中通快递-W 涨5.36%，中国外运涨4.19%，京东物流涨3.40%，海丰国际涨2.04%，KLN涨2.00%。消息面上，招商证券研究认为，2026Q1主要快递公司盈利普遍大幅改善，价格修复、成本优化及业务量增长共同推动利润增长。综合物流方面，我国跨境空运量价齐升；外运一季度主要业务货量实现全面增长；在中国企业前期战略投入逐步兑现、区域业务规模持续扩大及成本管控能力增强的支撑下，海外快递26年仍有望保持较快增长。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985003","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02057","BK1502","LU0417516902.SGD","LU2187417386.USD","02618","IE00B5MMRT66.SGD","IE0003795394.USD","BK4503","BK4535","BK1587","IE00BYTNYN87.SGD","BK4526","ZTO","LU2351347302.SGD","SG9999011746.SGD","BK4131","BK1575","LU1166156734.SGD","IE00B543WZ88.USD","00598","BK1588","BK1604","BK1541","IE0031814852.USD","IE00B12V2V27.USD","IE00BYQNZ168.SGD","IE0003851619.USD","LU2929501877.USD","BK4588","00636","BK4585","LU0702159343.USD","BK1535","BK1505","LU0702159699.USD","BK4505","BK1151","BK1103","IE00BPRC5H50.USD","BK4558","01308","LU0348825331.USD","BK4502","IE00B29SXG58.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646282196","title":"航運港口股受壓 中遠海能(01138)跌7.84% 海岬型船運價持續走弱 油價下跌間接施壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2646282196","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646282196?lang=zh_tw&edition=fundamental","pubTime":"2026-06-25 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