海丰国际(01308)盈喜后涨超4%，截至发稿，涨4.15%，报29.14港元，成交额4523.28万港元。 本公司认为，该上升的原因主要归因于亚洲市场稳定扩展带动本集团集装箱运量有所增加及本集团定位 为优质服务供应商致使运费上升。 消息面上，1月27日，海丰国际发布公告，预期截至2025年12月31日止年度的本公司股东应占未经审核 利润约为12亿美元至12.3亿美元，较截至2024年12月31日止年度增加约16.0%至18.9%。截至2025年12月 31日止年度，集装箱运量约为3.85百万个标准箱，较上一个年度增加约7.8%，而平均运费(不包括互换 舱位费收入)约为753.0美元/标准箱，较上一个年度增加约4.4%。 ...

格隆汇1月27日丨海丰国际(01308.HK)公告，根据管理层目前所得资料，预期截至2025年12月31日止年 度的公司股东应占未经审核利润介乎约为12亿美元至12.3亿美元，较截至2024年12月31日止年度增加介 乎约16.0%至18.9%。截至2025年12月31日止年度，集装箱运量约为3.85百万个标准箱，较上一个年度增 加约7.8%，而平均运费(不包括互换舱位费收入)约为753.0美元╱标准箱，较上一个年度增加约4.4%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 SITC International Holdings Company Limited 1308 正面盈利預告 本公告乃由海豐國際控股有限公司（「本公司」，連同其附屬公司統稱「本集團」） 根據香港法例第571章證券及期貨條例第XIVA部及香港聯合交易所有限公司證 券上市規則（「上市規則」）第13.09條而發出。 本公司董事會（「董事會」）謹此知會本公司股東及潛在投資者，根據管理層目前 所得資料，預期截至二零二五年十二月三十一日止年度的本公司股東應佔未經 審核利潤介乎約為1,200百萬美元至1,230百萬美元，較截至二零二四年十二月 三十一日止年度增加介乎約16.0%至18.9%。截至二零二五年十二月三十一日 止年度，集裝箱運量約為3.85百萬個標準箱，較上一個年度增加約7.8%，而平 均運費（不包括互換艙位費收入）約為753.0美元╱標準箱，較上一個年度增加 約4.4%。 主席 本公司認為，該上升的原因 ...

Group 1 - The Hong Kong shipping stocks are generally declining, with notable drops in share prices [1] - Orient Overseas International (00316.HK) decreased by 3.72%, trading at HKD 121.7 [1] - Seaspan Corporation (01308.HK) fell by 2.93%, with shares priced at HKD 26.5 [1] - China COSCO Shipping Holdings (01919.HK) saw a decline of 2.77%, with shares at HKD 13.34 [1]

Core Viewpoint - The shipping sector is experiencing a downturn, with major companies like Orient Overseas International, Seaspan Corporation, and China COSCO Shipping Corporation seeing declines in their stock prices due to the anticipated impact of increased shipping capacity and falling freight rates following the resumption of routes through the Red Sea and Suez Canal by Maersk [1] Group 1: Market Reactions - Orient Overseas International (00316) shares fell by 3.72%, trading at 121.7 HKD [1] - Seaspan Corporation (01308) shares decreased by 2.93%, trading at 26.5 HKD [1] - China COSCO Shipping Corporation (601919) (01919) shares dropped by 2.77%, trading at 13.34 HKD [1] Group 2: Industry Developments - Maersk announced on January 15 that it will resume navigation through the Red Sea and Suez Canal as the security situation in the region stabilizes, marking a significant step towards normalcy in the shipping industry after two years of disruptions caused by Houthi attacks [1] - The return of vessels to the shorter Suez route is expected to increase shipping capacity by 7% to 8%, leading to downward pressure on freight rates [1] Group 3: Freight Rate Predictions - HSBC Global Research forecasts that freight rates could decline by 9% to 16% this year, assuming that disruptions in Red Sea shipping continue at least until mid-year [1] - The research indicates that there are downward risks to the current freight rate predictions [1]

Group 1 - The shipping sector is experiencing a general decline, with notable drops in stock prices for companies such as Orient Overseas International (00316) down 3.72% to HKD 121.7, Seaspan Corporation (01308) down 2.93% to HKD 26.5, and China COSCO Shipping Corporation (01919) down 2.77% to HKD 13.34 [1] - Danish shipping giant Maersk announced on January 15 that it will resume navigation through the Red Sea and Suez Canal as the security situation in the region stabilizes, marking a significant step towards normalcy in the shipping industry after two years of disruptions caused by Houthi attacks on vessels [1] - Market analysts predict that the return of vessels to the shorter Suez route may exert downward pressure on freight rates, with HSBC Global Research estimating a 7% to 8% increase in capacity, leading to a projected decline in freight rates by 9% to 16% this year [1]

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12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: 2026年1月6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 500,0 ...

Group 1 - The report highlights the transition of China's outbound strategy from "product export" to "capital export," focusing on investments in overseas resource sectors such as mining and oil and gas, which will reshape global trade patterns [7][20][25] - The report recommends prioritizing investments in three sub-sectors of the shipping industry: dry bulk shipping, which is approaching a supply-demand inflection point; the tanker sector, which is entering a strong earnings period; and regional container shipping with favorable supply-demand structures [4][7][20] Group 2 - In the dry bulk shipping sector, iron ore is the largest single commodity, accounting for 27% of shipping volume in 2024. The West African Simandou iron ore project, with a projected annual capacity of 120 million tons by 2028, is expected to significantly alter China's iron ore import landscape and drive a 2.2% increase in global dry bulk shipping demand [8][44][48] - The tanker sector is experiencing a recovery as previous demand constraints are lifted, with a projected fleet growth of only 0.5% for VLCCs in 2026, indicating a tight supply environment. Factors such as increased oil production from South America and stricter sanctions on Russia are expected to boost demand [9][70] - The container shipping industry is entering a pressure testing phase due to the end of export rush effects from trade tensions and ongoing geopolitical conflicts. However, there are still structural growth opportunities in regional markets, particularly in Asia and emerging markets [10][70] Group 3 - The report provides forecasts for the shipping industry, predicting a demand growth rate of 3.5% in 2026 and 3.8% in 2027 for dry bulk shipping, while supply growth is expected to be 3.4% and 2.4% respectively, indicating a tightening market [8][62] - The report emphasizes the importance of the Simandou project and potential post-war reconstruction in Ukraine as key drivers for increased dry bulk shipping demand, with estimates suggesting an additional 1.3% demand growth from Ukraine's reconstruction efforts [52][54] - The report identifies key investment targets, including Haitong Development and China Merchants Energy, which are positioned to benefit from the anticipated recovery in the shipping market [62][70]

12月23日，港股三大指数午后持续走低，恒生科技指数一度跌至1%，最终收跌0.69%，恒生指数、国企指数由涨转跌，分别下跌0.11%及0.29%，市场情绪 谨慎。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 恒生科技指数 800700 | ma | 5488.89 | -37.94 | -0.69% | | 恒生指数 | whiles | 25774.14 | -27.63 | -0.11% | | 800000 | mini | | | | | | | 8913.83 | -25.85 | -0.29% | | 国企指数 800100 | Marine | | | | 盘面上，大型科技股涨跌不一，风电股全天维持强势，建材水泥股、内银股多数上涨。金价在创下历史新高后，黄金、铜、铝等有色金属股呈现高开低走行 情，手游股、军工股、机器人概念股、半导体芯片股集体低迷。 | 行业热力图 √ | 领涨板块 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

海丰国际(01308.HK)发布公告，其已议决向于2026年1月12日(星期一)(即厘定股东收取特别股息的权利 的记录日期)营业时间结束时名列本公司股东名册的本公司股东宣派及派付特别股息每股本公司普通股 0.7港元(相当于0.09美元)。预期特别股息将于2026年1月15日(星期四)分派。 本文源自：金融界AI电报 ...