德翔海运(02510)现涨超4%，截至发稿，涨4.38%，报6.68港元，成交额2225.36万港元。

消息面上，德翔海运公告，第一季度收入增加约38.5%至约3.26亿美元。该集团指，收入增加主要受整体平均运费增加约39.1%至每个标准箱约776美元，与市场费率变动总体上一致；及拓展该集团长途航线服务所推动。该集团的航运量减少约1.17%至约38.4万个标准箱，主要归因于投入长途航线服务的运力比例增加。

招商证券此前指出，受关税影响美线运力转向其他航线，东南亚抢运现象持续。特朗普表态有意向和中国进行谈判，悲观情绪有望缓解；美国USTR针对中国船东及中国船舶的港口收费方案发布，有180天宽限期，相比前版本力度减弱，但更加针对中国船东，可能将利好短期抢运和支线转运。据悉，德翔海运是一家专注于亚太地区的货柜航运公司。

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