港股异动 | 海丰国际(01308)再涨超4% 集运指数主力涨超4% 航司调涨5月运价效果仍需观察
海丰国际(01308)再涨超4%，截至发稿，涨3.95%，报16.3港元，成交额4065.8万港元。
消息面上，今日盘中，集运指数（欧线）期货主力合约涨幅达4%，现报2675点。国投期货指出，目前航司调涨5月运价的利好已获得较为充分释放，后续需进一步观察节后装载率是否仍能持续保持高位，或有望催动新一轮航司的提涨动作。
摩根士丹利发表报告，将海丰国际今明两年净利润预测分别上调12%和5%，主要是考虑到红海事件干扰下，公司成本节约好过预期等。同时将后年净利润预测定为4.73亿美元。该行维持其“与大市同步”评级，是因为现货市场仍有压力，预计下半年新船交付，令公司面临下行风险，这将对长途运价造成压力，这也可能影响跨亚洲市场。
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