智通财经APP获悉，太平洋航运(02343)涨超4%，截至发稿，涨3.5%，报2.96港元，成交额1431.71万港元。
消息面上，汇丰研究研报指出，自中东冲突以来，尽管太平洋航运运费率有所上升，但股价表现逊于同行及本地恒生指数。不过，该行认为，由于长途贸易和绕航推高了吨海里数，加上供应链受干扰挤压了供应，预计太平洋航运今年上半年表现强劲，下半年将更为强劲。此外，公司2026年预期股息率(包括股份回购)达10%左右，具有吸引力。因应更为坚挺的运费率前景，汇丰研究将太平洋航运的投资评级由“持有”上调至“买入”。
汇丰研究表示，干散货的供求关系大致平衡，与集装箱航运的产能过剩不同。虽然目前干散货船队名义上有所增长，但实际的有效供应可能更为紧实。同时，太平洋航运核心业务所属的超灵便型(Supramax)及小灵便型(Handysize)船只运费率表现具有韧性。该行将公司2026至2028年的经常性利润预测上调28%至34%，并预期今年上半年经常性利润将按年增近两倍，按半年则翻倍至6,300万美元。
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