异动解读|海丰国际盘中上涨3.01%,海运板块联动走强叠加二季度运价回暖预期

行情直击
Jul 14

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。

消息面上,海运板块今日整体走强,同业中远海控涨1.92%、东方海外国际涨1.99%、德翔海运涨1.31%。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。当前股价仍低于机构相对估值区间36.25-40.06港元,存在估值修复空间。

(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。)

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