海丰国际（01308）早盘涨超5%，截至发稿，股价上涨5.52%，现报46.62港元，成交额1.10亿港元。
8月19日，海丰国际发布截至2026年6月30日止6个月的中期业绩，收入约为18.42亿美元，同比增加约10.7%；股东应占利润6.77亿美元，同比增长7.39%；每股基本盈利0.25美元。拟派发中期股息每股1.50港元。中金指出，海丰国际上半年盈利好于预期，主要因公司实现货量及运价表现好于预期。业务端，公司1H26货量同比保持较快增长，2Q26运价同环比明显改善。
行业层面，中金认为，受今年地缘冲突影响，用于中转/支线运输的小型船舶需求增加，进一步加剧区域内供给紧张趋势。需求端看，亚洲区域内市场，尤其是东南亚市场的进出口货量有望保持高景气增长，亦能进一步改善区域内航线的来回程平衡，提升整体装载效率。
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