智通财经APP获悉，海运股早盘普涨，截至发稿，东方海外国际(00316)涨4.51%，报108.9港元；太平洋航运(02343)涨3.68%，报1.69港元；中远海控(01919)涨2.85%，报11.54港元；中国外运(00598)涨2.08%，报3.43港元。
华泰期货发布研报称，特朗普宣布对大部分经济体暂停实施对等关税政策，期限为90天以供谈判，若其他国家至美线抢出口出现将支撑其他航线运价，中国-美国航线因为货量减少导致的多余的船舶或会调去增援其他航线而非欧线（较之前预期有所变化），同时后期需要关注其他航线的抢运是否会引发港口拥堵进而吸收全球运力。同时若近期“智能手机、电脑和其他电子产品”豁免关税产品出口大幅增加，或引发美线供需错配，对美线运价有较强支撑，近期关注美线货量情况。
中泰证券指出，招商轮船、中国外运、中远海发、中远海控近期均发布回购公告，关注代表央企增持回购进度。此外，中美对等关税如果长期生效，全球贸易及货量增长面临重大冲击，航运市场下行压力较大，或导致量价齐跌。具体来看，面向欧美发达市场的集运首当其冲，而服务于亚洲资源品进出口的油运/干散运输影响相对较小。
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