智通财经APP获悉，德翔海运(02510)现涨超5%，截至发稿，涨3.82%，报6.52港元，成交额2003.56万港元。
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。
兴业证券此前指出，德翔海运专注于亚洲地区航线运营，2024年来自亚洲地区的收入占比83%，在中国大陆的收入同比增长169.2%，在菲律宾、中国香港等地区亦获得较快增速，公司在2024年接收8艘新船，总运力达11.34万TEU，有望持续深耕在亚洲地区的运营，并在当前全球贸易背景下，获得超越行业平均的业绩确定性；同时公司持续拓展长途航线，高运价的跨太平洋航线等收入占比有望提升。公司入通后流动性有望提升，同时公司的限售股将于5月1日解禁。
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