智通财经APP获悉，海丰国际(01308)再涨超4%，高见29.48港元创历史新高。截至发稿，涨4.34%，报29.34港元，成交额1.65亿港元。
消息面上，海丰国际近日公布上半年业绩，收入约为16.645亿美元，同比增长28.0%；毛利约为6.694亿美元，同比增长66.3%，毛利率由31.0%升至40.2%；利润为6.334亿美元，同比增长79.5%；每股基本盈利0.24美元。收入增长主要归因于集装箱运量增加7.3%以及平均运费上涨22.8%。
华泰证券研报指出，公司盈利按年大幅增长主因关税扰动，东南亚集装箱运价按年大幅上升推动。该行持续看好产业重塑带动亚洲区域内货量增长；同时，中小型集装箱船舶供给趋紧，亚洲集运市场兼具韧性和增长性。该行将公司目标价上调11%至31港元，维持“买入”评级。
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