海丰国际(01308)涨近5%，高见30.48港元再创新高，截至发稿，涨4.54%，报30.42港元，成交额5354.03 万港元。 长江证券指出，回顾上半年，亚洲区域内需求强劲且供给受限，运价同比上涨明显，公司受益于量价齐 升。同时，尽管租船数量增加导致租金成本上涨，但得益于货物运输和航程等成本控制得当，单箱成本 基本持平，综合兑现业绩增长。公司拟中期分红每股0.17美元，中期分红派息率为71%，年化股息率为 9.7%。展望未来，当前支线船超期服役问题严重，且在手订单占比仍处于低位，供给长期受限；若10 月美国301法案拟议措施正式落地，对于4000TEU以下支线船收费豁免将强化支线船供给紧张逻辑。此 外，公司中期分红派息率为71%，年化股息率为9.7%。 消息面上，海丰国际公布上半年业绩，收入约为16.645亿美元，同比增长28.0%；毛利约为6.694亿美 元，同比增长66.3%，毛利率由31.0%升至40.2%；利润为6.334亿美元，同比增长79.5%；每股基本盈利 0.24美元。收入增长主要归因于集装箱运量增加7.3%以及平均运费上涨22.8%。 ...

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]