智通财经APP获悉，德翔海运(02510)午前涨超3%，截至发稿，涨3.44%，报5.11港元，成交额1551.65万港元。
小摩发布研报称，航运业目前正面临地缘政治紧张及市场不确定性等多面向的环境。若以色列继续切断对加沙的援助，胡塞武装威胁将恢复对驶经红海船只的攻击，因此主要航运路线会继续远离红海。该行引述业内专家预测，苏伊士运河重新开放的时间可能至少被推迟到今年10月。同时，美国贸易状况仍不确定，关税及对中国在海上活动的调查或会加剧供应链挑战。
该行认为，虽然对运费及盈利能力保持基本乐观看法，但上述地缘政治因素正极大地重塑全球贸易生态系统，并重新洗牌航运公司的市场份额。重申对德翔海运“增持”评级，因盈利展望强劲，及其在区内贸易定位良好。
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