汇丰研究的报告指，尽量关税不确定因素，海丰国际(01308.HK) 的业务模型因面对亚太区内的经济增长而保持稳健。投资者对公司近期的货量及运费展望会否受压，以及公司业务在新的关税政策下是否能长期运行之顾虑上升。
该行引述近日与公司的对话指，管理层重申其全年货量指引约5%，但同时亦指目前检视额外关税的影响为言之尚早。该行的情景模型显示，如果平均售价下跌多过15%(基本情境预测跌9%)，或货量持平或下跌(基本情境预测增5%)，股价才再会进一步下跌。
该行重申海丰国际的“买入”评级，并且继续是货柜船运业之中偏好的公司，维持目标价26元。该行指，公司估值吸引，料今年全年股息率达15%。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-04-08 16:25。)
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