智通财经APP获悉，德翔海运(02510)一度涨超6%，盘中高见7.56港元创上市以来新高。截至发稿，涨3.95%，报7.36港元，成交额6872.15万港元。
消息面上，中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91%的加征关税，中方相应取消了91%的反制关税；美方暂停实施24%的“对等关税”，中方也相应暂停实施24%的反制关税。银河期货分析师认为，此次中美谈判关税降幅远超预期，叠加欧美航线逐渐迎来集装箱发运旺季、货主对于关税不确定性的担忧，未来市场有望开启短期的抢运和补库。
兴业证券近期研报指出，公司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（2025年全球集装箱运输市场需求增长率将保持在3%至4%区间）；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。
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