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当地时间周四，丹麦航运巨头马士基（Maersk）发布第二季度业绩初步报告。尽管第二季度全球地缘局势动荡，马士基营业利润却强于预期。

马士基作为全球航运业领军企业，其业绩常被视为全球贸易的重要指标。初步报告显示，公司第二季度息税折旧及摊销前基本利润（EBITDA）达23亿美元，较去年同期21.4亿美元增长约7%，亦高于LSEG调查分析师预期的19.7亿美元，彰显其Q2业绩强劲。

同时，马士基上调2025年全年财务预期，今年基本EBITDA预计在80亿至95亿美元之间，高于此前60亿至90亿美元的预期。公司预计全球集装箱市场运量将增长2%至4%，高于此前预测的 -1%至4%，表明除北美外全球市场需求更具韧性。

马士基指出，红海供应中断预计持续全年..制造业繁荣以及除美国外全球多地强劲出口增长。美国关税波动虽对航运需求有抑制作用，但美国之外市场需求持续强劲，推动盈利与预测更新。

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