智通财经APP讯，泛远国际(02516)发布截至2025年6月30日止6个月中期业绩，该集团取得收益8.08亿 元，同比减少43.4%;公司拥有人应占亏损1435万元，去年同期则取得溢利3809.3万元;每股亏损1.85分。 本集团能透过协调供应商网络，基于客户选用的特快、标准或经济的配送选项向客户提供多项灵活可靠 的配送选项。于2025年上半年，端到端跨境配送服务营业收入达到约5.02亿元，占集团总收益约 62.1%。 本集团通过空运、海运及地面运输等不同配送方式，就包裹从来源地港口至最终目的地港口的配送提供 货运代理服务。于2025年上半年，货运代理服务营业收入达到约4660万元，占集团总收益约5.8%。 ...

泛远国际(02516)发布截至2025年6月30日止6个月中期业绩，该集团取得收益8.08亿元，同比减少43.4%; 公司拥有人应占亏损1435万元，去年同期则取得溢利3809.3万元;每股亏损1.85分。 本集团能透过协调供应商网络，基于客户选用的特快、标准或经济的配送选项向客户提供多项灵活可靠 的配送选项。于2025年上半年，端到端跨境配送服务营业收入达到约5.02亿元，占集团总收益约 62.1%。 本集团通过空运、海运及地面运输等不同配送方式，就包裹从来源地港口至最终目的地港口的配送提供 货运代理服务。于2025年上半年，货运代理服务营业收入达到约4660万元，占集团总收益约5.8%。 ...

Highlights of Q2 2025 results Solid results in a quarter characterized by strong volume in container liner services, high activity in Logistics but material decline in global freight rates affected margin in the Forwarding segment. Strong volume in the sailing system during the quarter which grew by 7.9%, considerably more than in the previous quarters. However volume grew more than revenue due to lower average prices.Despite modest volume decrease in international freight forwarding the quarter was marked ...

尽管宏观经济环境充满不确定性及挑战，集团于报告期内仍维持纯利19.1百万港元（2024年上半年： 20.2百万港元）及除利息、税项、折旧及摊销前收益（EBITDA）93.6百万港元（2024年上半年：104.4 百万港元）。 格隆汇8月25日丨嘉泓物流(02130.HK)发布公告，截至2025年6月30日止六个月，集团录得收益约1,461.5 百万港元（2024年上半年：1,223.6百万港元），同比上升约19.4%。货运代理服务业务（包括空运及海 运代理服务）连同邮轮物流业务录得分部业绩收益由2024年上半年约1,038.9百万港元上升约25.8%至报 告期约1,307.0百万港元。 ...

Financial Data and Key Metrics Changes - The company reported a 39% year-over-year increase in income from operations for Q1 [6] - Total operating expenses declined by $34 million or 6.5% year-over-year [27] - Average headcount in Q1 was down 11% compared to Q1 of last year [27] - The effective tax rate for the quarter was 13.7%, with an expected full-year rate of 18% to 20% [29] Business Line Data and Key Metrics Changes - In North American Surface Transportation (NAST), truckload volume was down 4.5% year-over-year but up 3.5% sequentially, while LTL volume grew 1% year-over-year and 1.5% sequentially [13] - NAST gross margin improved by 140 basis points year-over-year [15] - Global Forwarding saw a decline in ocean bookings out of China due to customers reducing purchases to mitigate tariff exposure [7][9] Market Data and Key Metrics Changes - The Q1 CAS freight shipment index was down 6.3% year-over-year and down 3.5% sequentially [13] - The percentage of ocean and air volume from the China to US trade lane declined from approximately 35% to less than 25% from 2024 [9][51] Company Strategy and Development Direction - The company is focused on disciplined execution of strategies to take market share and expand margins, regardless of market conditions [5] - There is an emphasis on leveraging artificial intelligence and automation to enhance customer and carrier experiences [6][20] - The company aims to diversify its supply chain offerings and reduce dependence on specific trade lanes [8][9] Management's Comments on Operating Environment and Future Outlook - Management noted that new tariffs and fluid trade policies have created market uncertainty, impacting customer purchasing behavior [7] - The company remains confident in its strategy and the resilience of its employees despite market challenges [9] - Management expressed optimism about the company's ability to improve operational execution and financial performance across market cycles [37] Other Important Information - The company generated $106.5 million in cash from operations in Q1 and ended with approximately $1.16 billion in liquidity [29][30] - The company returned $175 million to shareholders in Q1 through share repurchases and dividends [30] Q&A Session Summary Question: Weather impact on trucking market - Management acknowledged weather impacts in January and March but emphasized their proactive approach to managing these challenges [40][42] Question: International markets and global forwarding - Management discussed the ongoing scenario planning due to market volatility and the benefits of diversifying supply chains away from China [48][51] Question: April outlook and truckload capacity - Management refrained from providing specific guidance for April but noted that Q2 is typically stronger [62] - They confirmed that capacity is continuing to exit the marketplace, but no significant market inflections have been observed [66][68] Question: AGP deceleration and CapEx - Management clarified that the AGP deceleration was due to tougher comparisons and not indicative of a significant trend [71] - They adjusted CapEx guidance based on the outlook and prioritization of initiatives [72] Question: Headcount and market aggressiveness - Management explained that the headcount decline was influenced by the divestiture of the European Surface Transportation business and emphasized dynamic workforce management [85] - They confirmed a strategic focus on balancing market share growth with margin expansion [88][91]