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　　海丰国际（01308）早盘涨近5%，截至发稿，股价上涨4.66%，现报33.24港元，成交额1.23亿港元。

　　华泰研究发布研报指，展望2Q26，报告预计整体出口需求将保持向好，叠加美国关税政策调整可能带动新一轮“抢出口”效应，推升集运货量；供给端，26年行业新交船相对较少，供需结构向好，预计公司2Q货量及运价同环比或将进一步上涨。根据测算，25年公司单箱燃油成本为78美元/TEU，占总成本比重14%；在市场需求向好背景下，燃油成本上涨有望通过燃油附加费或运价上涨形式转嫁至客户。

　　财务预测方面，报告维持海丰国际26/27/28年归母净利润预测分别为10.3亿、11.0亿、10.8亿美元，并维持70%分红率假设。基于14倍2026年预期市盈率，华泰研究给予海丰国际目标价41.60港元，并维持“买入”评级。

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