8月18日上午，海丰国际（01308.HK）股价表现强劲，盘中大涨5.14%。这一显著涨幅引起了投资者的广泛关注。
股价上涨主要受到中金公司最新研报的推动。中金维持海丰国际"跑赢行业"评级，并将目标价上调15.2%至28港元。中金表示，考虑到市场运价好于预期，上调了海丰国际2025年和2026年的净利润预期，均上调38.9%至12.6亿美元和10.6亿美元。
中金的研报还指出，海丰国际2025年上半年业绩略超预期，主要得益于较好的运价表现。公司上半年毛利率和净利率同比大幅改善，分别提升了9.3和10.9个百分点。此外，公司宣布约70%的中期分红率，显示出较高的股息吸引力。中金还强调，海丰国际所处的3,000TEU以下小船型市场供给紧张趋势持续，加上受益于东南亚国家经济增长与亚洲区域内持续产业转移，公司需求有望保持景气。这些因素共同支撑了投资者对海丰国际未来业绩的信心，推动了股价的大幅上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.