智通财经APP获悉，摩根士丹利发布研报称，上调海丰国际(01308)2025-2027年每股盈测分别23%、28%和24%。因此，上调集团目标价24%，由18.8港元升至23.4港元。由于海丰国际低成本、高品质服务、对亚洲内部市场的专注，大摩认为，集团利润率持续保持优异表现。维持对其“与大市同步”评级，并预期在货柜航运周期性低迷时期，海丰国际将保持盈利。
报告表示，海丰国际前期需求旺盛及供应效率下降导致今年上半年货柜航运表现强于预期。然而，长途市场的正常化也可能对亚洲内部市场造成不利影响。在货柜航运领域，该行表示相对看好海丰国际，并对其持谨慎态度。
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