智通财经APP获悉，海丰国际(01308)现涨超4%，截至发稿，涨4.65%，报19.82港元，成交额5618.44万港元。
消息面上，海丰国际此前公布，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，海丰国际发展定位专注于亚洲区域内市场。美国关税政策扰动下，有望进一步加速中国产业转移，中国产业物流园区的集群效益随着生产环节转移海外而打破，贸易碎片化增加国际间贸易运输。从经济发展水平和地理战略位置，东南亚地区可能仍是主要的产业转移对象。亚洲区域内贸易需求长期仍有望受到产业转移和东南亚经济发展带来的支撑。
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