华泰证券发表研报指，海丰国际上半年收入按年增长28%至16.6亿美元；归母净利润按年增长79.7%至6.3亿美元，高于该行预期的6亿美元。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。 该行认为，尽管公司短期运价受关税、地缘事件及季节性等因素扰动，但亚洲区域集装箱市场供需结构向好，运价中枢较2010至2019年周期将显著抬升。考虑到海丰国际强劲的中期业绩，该行上调公司2025年净利预测7%至11.7亿美元，维持2026、2027年净利预测不变；基于9.2倍2025年预测市盈率，目标价上调11%至31港元，维持“买入”评级。
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