智通财经APP获悉，海丰国际(01308)涨超3%，截至发稿，涨2.95%，报35.64港元，成交额1.2亿港元。
消息面上，瑞银研报指出，该行近日邀请海丰国际参与亚洲投资论坛，管理层对亚洲区内航运需求保持信心，并计划继续扩张船队运力。中东地缘政治紧张局势方面，管理层预期下行风险有限，并预计海丰国际将能受惠于3月以来的集装箱运费反弹。在竞争力方面，公司相较同业每个标准箱(TEU)成本优势约为100美元，同时平均运费亦较同业有约100美元的溢价。
报告指出，海丰国际管理层透露，今年第一季运费受压，按年下跌约5%。但随着中东地缘政治紧张局势升温，运费已出现强劲反弹，超越去年水平，预期第二季运费及运量均可录得按年增长。此外，尽管燃油成本较今年较早时的低位接近翻倍，但海丰国际现时可透过燃油附加费将成本增幅全数转嫁客户。管理层指出，燃油成本约占总营运成本20%，4月份燃油均价约每吨630美元，相对2025年为每吨520美元。
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