智通财经APP获悉，海运股早盘回暖，截至发稿，中远海能(01138)涨6.84%，报7.97港元；东方海外国际(00316)涨3.7%，报106.5港元；太平洋航运(02343)涨2.45%，报1.67港元；中远海控(01919)涨2.1%，报11.68港元。
消息面上，中远海控发布公告，2025年2月4日，公司斥资5443.82万港元回购480万股。值得注意的是，中远海控年内多次回购，累计回购股数约9160.1万股，累计回购金额已超10亿港元。
华泰证券指出，1月欧线运价同环比下跌，主因前期运价高基数，巴以冲突有所缓解，市场担忧红海绕行结束，船舶运力过剩；美线受需求向好提振，运价同环比上涨。展望2月，预计美线受节后需求回升推动，运价环比有望持平；欧线需密切关注红海局势，若局势持续缓和，红海有望恢复通行，欧线运价环比将继续回落。
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