智通财经APP获悉，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。
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%。
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%。
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