港股海运股集体拉升上涨，其中，海丰国际早盘高开逾7%创下历史新高，目前涨幅回落至3.22%，中远海能涨超4%，太平洋航运涨3.3%，中远海控、东方海外国际、德翔海运涨超2%。 消息面上，今日早盘，集运指数(欧线)主力合约延续大涨行情，日内涨幅一度扩大至8%，价格突破1890点。这一涨势进一步印证了当前集运市场的强劲景气度。中东地缘冲突持续，关键航道受阻和港口拥堵造成船舶周转效率下降、有效运力收缩。只要主要航线无法完全恢复正常通航，绕航将继续变相减少市场有效运力，对运价形成支撑。 海丰国际今日高开逾7%，报50港元创历史新高，此前公司发布的上半年业绩超出市场预期。公司上半年营收18.42亿美元，同比增长10.67%；股东应占溢利6.77亿美元，同比增长7.39%。在行业强周期属性下，海丰国际凭借亚洲近洋航线聚焦战略和高自有船队模式，保持成本管控优势，具备中长期成长空间。
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