异动解读|海丰国际盘中上涨5.36%,航运板块集体走强叠加二季度运量运价修复预期

行情直击
Jul 03

7月3日,海丰国际盘中上涨5.36%,报33.8港元,成交额2788.62万港元。

消息面上,港股航运及物流板块集体走强,中远海控涨3.29%、东方海外国际涨3.09%、太平洋航运涨3.28%。驱动因素方面,机构此前预计海丰国际二季度航运量及运费均恢复增长,公司平均运费较同业存在溢价;同时上半年新船交付严重不及预期,有效运力收缩支撑运价;叠加我国1-5月累计出口同比增长15.5%,外贸高景气持续为亚洲区域内航运提供货量支撑。此外,公司一季度集装箱运量同比增加约7.6%至85.58万标准箱,中金维持跑赢行业评级,目标价40港元。

(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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