智通财经APP获悉，海丰国际(01308)午后涨超4%，截至发稿，涨3.69%，报21.1港元，成交额1.28亿港元。
消息面上，海丰国际近日公布，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%。
中金指出，较高的长协价格支撑公司运价，一季度亚洲区域内即期运价有所下行，但长协价格保持高位。该行指出，公司所在的小型船舶市场供给有望进一步紧张；美国关税政策下，产业转移趋势或加快，亚洲区域内货量有望持续增加。考虑到公司实现运价好于预期，上调2025/2026年净利润预测，考虑行业风险偏好下行，维持公司“跑赢行业”评级和目标价24.3港元不变。
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