周一盘中，海丰国际（01308.HK）股价大涨5.14%，引发市场关注。这一显著涨幅与中金证券最新发布的研报密切相关。
据悉，中金证券维持海丰国际"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，分别增加38.9%至12.6亿美元和10.6亿美元。新目标价对应7.7/9.2倍2025/2026年市盈率，较当前股价仍有4.3%的上行空间。
研报指出，海丰国际2025年上半年业绩略超预期，主要得益于公司实现的运价好于此前预期。公司在3,000TEU以下小船型市场供给紧张的环境中表现出色，且受益于东南亚国家经济增长与亚洲区域内持续产业转移。中金认为，作为深耕亚洲区域内航线的龙头公司，海丰国际有望充分受益区域内货量的快速增长，并实现高于行业的增速。
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