Core Viewpoint - 德翔海运 has entered into a revised shipbuilding contract to construct two new vessels for a total cost of $126 million, which aligns with the company's long-term development strategy and is expected to bring significant benefits to the company and its shareholders [1] Group 1: Company Strategy - The construction of the two revised specification container ships will increase the company's owned fleet size and total capacity, enabling better market opportunities and response to the growing demand in the container shipping industry, particularly in the Asia-Pacific region and other major markets [1] - The company's strategy includes maintaining a balanced mix of owned and chartered vessels, focusing on increasing the proportion of owned vessels to achieve long-term cost advantages [1] Group 2: Operational Efficiency - Owned vessels are not subject to fluctuations in charter rates or fixed charter periods, which typically reduces unit operating costs [1] - The new vessels, designed with modern specifications, are expected to be more energy-efficient and environmentally friendly, thereby lowering operating costs and aiding compliance with increasingly stringent environmental regulations [1]

此外，本集团的策略包括维持自有及租用船舶的均衡组合，专注于提升自有船舶的比例，以实现长期成 本优势。自有船舶不受租船费率波动或明定租期所规限，通常可降低单位运营成本。具备现代化设计及 规格的新船舶预期将更加节能环保，从而降低运营成本并有助于遵守日益严格的环境法规。 智通财经APP讯，德翔海运(02510)发布公告，于2025年8月19日，本公司与卖方订立经修订造船合约(每 份合约的条款大致相同)，以建造两艘新造船舶，总代价为1.26亿美元(相等于约 9.79亿港元)，每艘代价 为6278万美元(相等于约4.899亿港元)。 建造两艘经修订规格的货柜船将增加本集团的自有船队规模及总运力，使本集团能够更好地把握市场机 遇及应对货柜航运业(特别是亚太地区及其他主要市场)不断增长的需求。新增船舶将进一步加强本集团 向其客户提供可靠及频密服务的能力，并提升其市场地位。 董事认为建造经修订规格的船舶符合本集团的长期发展战略并将为本集团及其股东整体带来重大利益。 ...

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，並明確表示概不就因本公告全部或任何部分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。 T.S. Lines Limited 德翔海運有限公司 （於香港註冊成立的有限公司） （股份代號：2510） 須予披露交易 建造船舶 建造船舶 茲提述本公司日期為2025年8月7日的公告，內容有關（其中包括）根據買方與賣 方於2024年9月20日訂立的2024年造船合約建造兩艘新造船舶（每份合約的條款 大致相同），總代價為121,200,000美元（相等於約945,360,000港元），每艘代價 為60,600,000美元（相等於約472,680,000港元）。 董事會宣佈，於2025年8月19日，本公司與賣方訂立經修訂造船合約（每份合約 的條款大致相同），以建造兩艘新造船舶，總代價為125,560,000美元（相等於約 979,368,000港元），每艘代價為62,780,000美元（相等於約489,864,000港元）。 上市規則的涵義 由於經修訂造船合約乃與同一賣方於12個月期間內訂立，因此本公司已 ...

Core Viewpoint - 德翔海运 is experiencing a significant stock price increase, attributed to strong mid-year earnings expectations and favorable market conditions [1] Company Summary - 德翔海运's stock rose over 12% during trading, currently up 7.03% at HKD 9.9, with a trading volume of HKD 195 million [1] - The company anticipates a mid-year profit of between USD 180 million to USD 200 million, representing a substantial year-on-year growth of 220% to 255% [1] - The increase in profit is primarily driven by a rise in average freight rates and an increase in the number of vessels rented at higher rates, leading to increased charter income [1] Industry Summary - The formation of the 双子星联盟 is transforming shipping routes from pendulum-style to radial-style, increasing demand for smaller vessels [1] - The theoretical addition of 40 small container ships (2,000 TEU) to a weekly European route highlights the shift towards smaller vessels for efficiency [1] - The exemption of non-Chinese shipowners from the US 301 investigation for vessels under 4,000 TEU underscores the potential benefits of smaller ships amid market disruptions [1]

格隆汇8月7日丨德翔海运(02510.HK)公告，于2025年8月7日，公司或代名人买方与卖方黄埔文冲及中国 船舶订立2025年造船合约(每份合约的条款大致相同)，以建造四艘新造船舶，总代价为2.45亿美元，每 艘代价为6128万美元。 ...

据悉，船舶为四艘5300TEU的货柜船，每艘将根据各2025年造船合约所载规格建造。 智通财经APP讯，德翔海运(02510)发布公告，于2025年8月7日，买方该公司与卖方黃埔文沖及中國船舶 订立2025年造船合约(每份合约的条款大致相同)，以建造四艘新造船舶，总代价为2.45亿美元，每艘代 价为6128万美元。 公告称，建造船舶符合集团的长期发展战略并将为集团及其股东整体带来重大利益。 ...

董事會宣佈，於2025年8月7日，買方與賣方訂立2025年造船合約（每份合約的 條款大致相同），以建造四艘新造船舶，總代價為245,120,000美元（相等於約 1,911,936,000港元），每艘代價為61,280,000美元（相等於約477,984,000港元）。 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，並明確表示概不就因本公告全部或任何部分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。 T.S. Lines Limited 德翔海運有限公司 （於香港註冊成立的有限公司） （股份代號：2510） 須予披露交易 建造船舶 建造船舶 茲提述招股章程，內容有關（其中包括）根據買方與賣方於2024年9月20日訂立 的2024年造船合約建造兩艘新造船舶（每份合約的條款大致相同），總代價為 121,200,000美元（相等於約945,360,000港元），每艘代價為60,600,000美元（相 等於約472,680,000港元）。 上市規則的涵義 由於2025年造船合約及2024年造船合約乃與同一賣方於12個月期間內訂立，因 此本公司 ...

Group 1 - The core viewpoint of the article highlights that 德翔海运 (DHL) has experienced a significant increase in stock price, rising nearly 4% and currently trading at 8.81 HKD, with a transaction volume of 31.35 million HKD [1] - The company expects to report a profit attributable to equity shareholders of approximately 180 million to 200 million USD for the first half of the year, representing a year-on-year increase of about 220% to 255% [1] - The substantial increase in net profit is primarily attributed to the rise in average freight rates and an increase in charter income due to a higher number of vessels rented out at elevated rates [1] Group 2 - 中信建投 (CITIC Securities) notes that the Trump administration has resumed the "reciprocal tariff" policy, which has significantly altered the rhythm of freight rates [1] - During the trade war, the shipping rhythm on the China-US route became chaotic, with some goods being shipped early to avoid high tariffs, while only certain cross-border e-commerce products and exempt items could be shipped during peak tensions [1] - To circumvent tariffs, manufacturers with existing overseas factories have increased efforts to transfer intermediate products from China, leading to a substantial rise in regional shipping rates while trunk line freight rates have declined [1]

Group 1 - The core viewpoint of the article highlights that 德翔海运 (DHL) is experiencing a significant increase in stock price, with a rise of nearly 4% and a current price of 8.81 HKD, driven by strong financial performance expectations for the first half of the year [1] - The company anticipates a profit attributable to equity shareholders of approximately 180 million to 200 million USD for the first half of the year, representing a year-on-year increase of about 220% to 255% [1] - The substantial increase in net profit is primarily attributed to the rise in overall average freight rates and an increase in charter income due to a higher number of vessels rented out at elevated rates [1] Group 2 - 中信建投 (CITIC Securities) notes that the reintroduction of "reciprocal tariffs" by the Trump administration has significantly altered the rhythm of freight rates [1] - During the trade war, the shipping rhythm on the China-US route became chaotic, with some goods being shipped early to avoid high tariffs, leading to a surge in regional shipping rates while trunk line freight rates declined [1] - The manufacturing sector, which already had factories overseas, has intensified efforts to reroute intermediate products from China to avoid tariffs, contributing to the fluctuations in shipping rates [1]

格隆汇8月6日丨德翔海运(02510.HK)公告，董事会会议将于2025年8月25日举行，藉以（其中包括）考 虑及批准公司及其附属公司截至2025年6月30日止六个月的中期业绩。 ...