股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 海豐國際控股有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01308 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.1 HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 HKD | | 500,000,000 | 本月底法定/註冊股本總額： HKD 500,00 ...

Group 1: Industry Overview - The oil shipping sector is currently undervalued, with companies showing resilience and dividend support, suggesting a focus on left-side opportunities and seasonal demand improvements [1] - Recent shipping price updates indicate a rebound in container shipping rates for the US routes, while European routes have declined. The SCFI index shows a week-on-week change of +17.0% for US routes and -11.2% for European routes [2] - The dry bulk shipping market has seen a strong recent increase in freight rates, with the BDI index up by 7.0% week-on-week, indicating potential demand improvements [2] Group 2: Company Focus - Companies such as COSCO Shipping Energy (中远海能), China Merchants Energy Shipping (招商轮船), and China Merchants Jinling (招商南油) are highlighted as key players to watch due to their potential for growth and dividend yields [1] - High-dividend private enterprises like Seaspan (海丰国际) and Zhonggu Logistics (中谷物流) are recommended for their short-term and long-term value propositions, particularly during the peak season in the second half of the year [1] - The small container ship supply in the Asian region is expected to remain tight, with only a 1-2% annual increase in supply over the next three years, while the proportion of older ships (over 25 years) is at 11.2% [3] Group 3: Market Dynamics - The average capacity of vessels in the Asian region is concentrated in larger global operators, with the top ten companies holding about 70% of the capacity share, indicating a high chartering ratio [3] - The deployment of vessels in Asia is primarily focused on larger ships (3,000 TEU and above), which creates a competitive landscape with companies like Seaspan focusing on smaller vessels for regional routes [3]

Group 1: Industry Overview - The oil shipping sector is currently undervalued, with companies showing elasticity and dividend support, suggesting a focus on left-side opportunities and seasonal demand improvements [1] - Recent shipping price updates indicate a rebound in container shipping prices for the US routes, while European routes have declined; SCFI prices changed by +17.0% for US, -11.2% for Europe, and +5.3% for Southeast Asia week-on-week [1] - The dry bulk index (BDI) has shown a week-on-week increase of +7.0%, with specific indices like BCI and BSI rising by +8.2% and +4.3% respectively [1] Group 2: Supply Dynamics - There is a persistent tight supply of small container ships in the Asian region, with only a 1-2% annual increase in supply expected over the next three years, while the proportion of ships over 25 years old has reached 11.2% [2] - The majority of new small container ships are being ordered for routes bypassing the Red Sea, with limited new supply expected in the Asian region, which only saw a 2.2% increase in small ship capacity [2] - The top ten shipping companies in the Asian region hold approximately 70% of the capacity share, with a high reliance on chartered vessels, indicating a competitive landscape focused on larger vessels [3]

SITC International Holdings Company Limited 海豐國際控股有限公司 (Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立的有限公司 ) (Stock Code: 股份代號: 1308) Dear non-registered shareholder(s), SITC International Holdings Company Limited (the "Company") – Notice of Publication of 2025 Interim Report (the "Current Corporate Communications") The Current Corporate Communications of the Company have been published in English and Chinese languages and are available on the website of The Stock Exchange of Hong K ...

SITC International Holdings Company Limited 海豐國際控股有限公司 (Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立的有限公司 ) (Stock Code: 股份代號: 1308) 27 August 2025 Dear registered shareholder(s), SITC International Holdings Company Limited (the "Company") – Notice of Publication of 2025 Interim Report (the "Current Corporate Communications") The Current Corporate Communications of the Company have been published in English and Chinese languages and are available on the website of The Stock Exchang ...

(Incorporated in the Cayman Islands with limited liability) 2025 中期報告 股份代號：1308 （於開曼群島註冊成立的有限公司） Stock Code : 1308 2025 目錄 1 海豐國際控股有限公司 2 公司資料 4 財務及營運摘要 5 管理層討論及分析 14 其他資料 33 中期簡明綜合財務資料 33 中期簡明綜合損益及其他全面收益表 36 中期簡明綜合財務狀況表 39 中期簡明綜合權益變動表 41 中期簡明綜合現金流量表 43 中期簡明綜合財務資料附註 公司資料 執行董事 董事 2025 中期報告 Interim Report Interim Report 謝少毅 （首席獨立非執行董事） 廖家瑩 胡曼恬 董事局委員會 審核委員會 廖家瑩 （主席） 謝少毅 胡曼恬 薪酬委員會 謝少毅 （主席） 楊現祥 楊馨 廖家瑩 胡曼恬 楊現祥 （主席） 薛明元 （首席執行官） 劉克誠 賴智勇 非執行董事 楊馨 （副主席） 獨立非執行董事 可持續發展委員會 楊馨 （主席） 謝少毅 廖家瑩 胡曼恬 註冊辦事處 Cricket Square Hutchi ...

Market Overview - The Hong Kong stock market experienced a decline of 0.24% amid complex external conditions and concerns over upcoming remarks by Federal Reserve Chairman Jerome Powell at the Jackson Hole conference [1] - The geopolitical situation remains tense, with reports of large-scale airstrikes by Russian forces on Ukraine and renewed military actions in the Middle East [1][2] Company Performance - Chinese gold stocks, such as China Gold International (02099) and Chow Sang Sang (00116), saw significant gains, with increases of nearly 5% and over 7% respectively [1] - The Hong Kong Stock Exchange (HKEX) is considering extending trading hours, with plans for a 24-hour trading mechanism by 2026, although this may not be favorable for all investors [2] Digital Currency Developments - China is reportedly considering allowing the use of RMB-backed stablecoins, which could significantly enhance the internationalization of the RMB [3] - Related stocks in the stablecoin sector, such as ZhongAn Online (06060) and Guotai Junan International (01788), experienced notable increases [3] Health Sector Insights - The Chinese government has issued guidelines to promote ear and hearing health, which has positively impacted healthcare stocks like Dingdang Health (09886) and Ping An Good Doctor (01833) [3] Transportation and Logistics - China Railway Group announced a significant tender for high-speed trains, exceeding market expectations, which is likely to benefit companies like CRRC (01766) and Times Electric (03898) [3] - The shipping sector is poised for growth, particularly with the increase in trade with ASEAN countries, benefiting companies such as China Ocean Shipping (00598) and Sea Group (01308) [6] Individual Stock Highlights - Sea Group (01308) reported a revenue of approximately $1.6645 billion, a year-on-year increase of 28%, with a profit growth of 79.5% [7] - The company is expanding its fleet with new container ships to meet growing operational demands, which is expected to enhance its market position [8] - The demand for smaller container ships remains strong due to limited supply and economic growth in Southeast Asia [8]

Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].

海丰国际(01308)涨近5%，高见30.48港元再创新高，截至发稿，涨4.54%，报30.42港元，成交额5354.03 万港元。 长江证券指出，回顾上半年，亚洲区域内需求强劲且供给受限，运价同比上涨明显，公司受益于量价齐 升。同时，尽管租船数量增加导致租金成本上涨，但得益于货物运输和航程等成本控制得当，单箱成本 基本持平，综合兑现业绩增长。公司拟中期分红每股0.17美元，中期分红派息率为71%，年化股息率为 9.7%。展望未来，当前支线船超期服役问题严重，且在手订单占比仍处于低位，供给长期受限；若10 月美国301法案拟议措施正式落地，对于4000TEU以下支线船收费豁免将强化支线船供给紧张逻辑。此 外，公司中期分红派息率为71%，年化股息率为9.7%。 消息面上，海丰国际公布上半年业绩，收入约为16.645亿美元，同比增长28.0%；毛利约为6.694亿美 元，同比增长66.3%，毛利率由31.0%升至40.2%；利润为6.334亿美元，同比增长79.5%；每股基本盈利 0.24美元。收入增长主要归因于集装箱运量增加7.3%以及平均运费上涨22.8%。 ...

Group 1 - Company reported a revenue of approximately $1.6645 billion for the first half of the year, representing a year-on-year increase of 28.0% [1] - Gross profit was about $669.4 million, up 66.3% year-on-year, with gross margin rising from 31.0% to 40.2% [1] - Profit reached $633.4 million, marking a 79.5% increase year-on-year, with basic earnings per share at $0.24 [1] Group 2 - Revenue growth was primarily driven by a 7.3% increase in container volume and a 22.8% rise in average freight rates [1] - Strong demand in the Asian region coupled with limited supply led to significant year-on-year increases in freight rates, benefiting the company [1] - Despite increased chartering costs due to a rise in the number of chartered vessels, effective cost control in cargo transportation and voyage expenses kept per-container costs stable [1] Group 3 - The company announced an interim dividend of $0.17 per share, with a payout ratio of 71% and an annualized dividend yield of 9.7% [1] - Looking ahead, the company faces challenges with aging feeder vessels and low order backlog, indicating long-term supply constraints [1] - Potential implementation of the proposed measures under the US 301 Act in October could further tighten the supply of feeder vessels under 4000 TEU [1]