港股异动 | 海丰国际(01308)午前跌近3% 大摩认为市场对公司业绩盈喜反应有限 亚洲区域内需求存上行风险

Group 1 - The core viewpoint of the article is that SeaFeast International (01308) has issued a positive earnings forecast for 2025, with expected net profit ranging from $1.2 billion to $1.23 billion, reflecting a year-on-year increase of 16% to 18.9% [1] - Morgan Stanley noted that the company's performance slightly exceeds market consensus, which was $1.19 billion, but anticipates limited market reaction to last year's earnings [1] - The firm highlighted potential upward risks in demand resilience within the Asian region due to supply chain shifts and geopolitical dynamics, while also pointing out the ongoing downward cycle in the global container shipping industry as a risk factor [1] Group 2 - SeaFeast International faces risks related to its exposure to Japanese routes, particularly if trade relations between China and Japan deteriorate significantly [1]