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港股异动 | 海丰国际(01308)涨近5%再创新高 亚洲内集运需求强劲 上半年纯利增近八成
SITCSITC(HK:01308) 智通财经网·2025-08-21 02:21

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]