智通财经APP获悉，海丰国际(01308)绩后高开逾6%，截至发稿，涨6.23%，报21.3港元，成交额251.46万港元。
消息面上，海丰国际公布，截至今年3月底的一季度收入同比增38.6%至7.61亿美元，主要因为平均运费增加所致。截至今年3月底的季度，集装箱运量为795387标准箱，同比增加约6.8%，而今年首季的季度的平均运费为每标准箱803.5美元，同比增34.7%。
申万宏源指出，海丰国际历史估值10-20倍区间，2025年以来处于低估值的5-7倍PE区间。考虑到红海迟迟不复航，叠加关税变化带来的东南亚抢运、双子星联盟和301调查的行动方案均增加小型集装箱船需求，预期亚洲区域内市场的运价表现或超市场预期。大家对于业绩下滑的担忧被修复，估值有望重新回到10-15倍区间，当前市值向上约40%-110%空间。
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.