智通财经APP获悉，德翔海运(02510)尾盘涨超4%，截至发稿，涨3.39%，报7.62港元，成交额4603.93万港元。
消息面上，中美5月12日在日内瓦发布联合声明，互相仅保留10%加征关税，暂停24%加征关税90天，并取消所有后续加征的关税，美线运输需求急速抬升。申万宏源指出，东南亚集运方面，90天内东南亚运力抽调至美国供给侧有支撑，90天后东南亚转口逻辑成立，关注德翔海运等。
值得注意的是，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。
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