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。 ...

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） 承董事會命 德翔海運有限公司 董事會主席、執行董事兼首席執行官 陳德勝先生 於本公告日期，董事會包括： (i) 執行董事陳德勝先生、陳劭翔先生、 莊壯麗女士、涂鴻麟先生及周航敏先生；及(ii)獨立非執行董事吳榮貴先生、 張山輝先生及楊豊彥先生。 （股份代號：2510） 董事會會議通告 德翔海運有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會會議將於 2025年8月25日（星期一）舉行，藉以（其中包括）考慮及批准本公司及其附屬公司 截至2025年6月30日止六個月的中期業績。 香港，2025年8月6日 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's performance slightly exceeded expectations, with a projected net profit of approximately $180-200 million for the first half of 2025, representing a year-on-year increase of 220%-225% compared to $56 million in the same period of 2024 [9] - The increase in performance is attributed to the rise in freight rates due to market conditions and the contribution of new capacity delivered in 2024 [9] - The report highlights strong freight performance in Southeast Asia, with significant year-on-year growth in freight rates and volumes [9] Financial Data and Profit Forecast - Revenue projections (in million USD): - 2023: 875 - 2024: 1,340 - 2025E: 1,351 - 2026E: 1,299 - 2027E: 1,539 - Year-on-year growth rates: - 2023: -64% - 2024: 53% - 2025E: 0.8% - 2026E: -4% - 2027E: 19% [8] - Net profit projections (in million USD): - 2023: 21 - 2024: 366 - 2025E: 378 - 2026E: 334 - 2027E: 449 - Year-on-year growth rates for net profit: - 2023: -98% - 2024: 1,667% - 2025E: 3% - 2026E: -12% - 2027E: 34% [8] - The company maintains a low PE ratio of 4.8, significantly below comparable companies, supporting the "Buy" rating [9][10]

Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]

截至2025年6月30日止六个月的溢利大幅增加乃主要由于整体平均运费上涨，与市场趋势一致；及租船 租金收入增加，主要由于以较高租金租出的船舶数量增加。 本文源自智通财经网 智通财经获悉，德翔海运(02510)盈喜后高开逾6%，截至发稿，涨6.34%，报9.06港元，成交额375.99万 港元。 消息面上，8月1日，德翔海运发布公告，集团预期截至2025年6月30日止六个月取得的公司权益股东应 占溢利约1.80亿美元至2亿美元，较2024年同期取得的公司权益股东应占溢利约5630万美元增加约220% 至255%。 ...

Core Viewpoint - 德翔海运预计在截至2025年6月30日的六个月内，公司权益股东应占溢利将达到约1.80亿美元至2亿美元，较2024年同期的5630万美元大幅增加约220%至255% [1] Group 1 - 德翔海运股价在盈喜后高开逾6%，截至发稿时涨幅为6.34%，报9.06港元，成交额为375.99万港元 [1] - 溢利大幅增加的主要原因包括整体平均运费上涨以及租船租金收入增加 [1] - 租船租金收入的增加主要是由于以较高租金租出的船舶数量增加 [1]