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]
港股异动 | 德翔海运(02510)再涨近4% 预计上半年纯利同比最少增长2.2倍至1.8亿美元