研报掘金丨华源证券：海通发展26H1业绩大增，维持“买入”评级

格隆汇07-22

华源证券研报指出，海通发展上半年实现归母净利润5.23亿元，同比增长502.60%；2026年Q2实现归母净利润约3.13亿元，同比增加1,528%，环比增加48.80%。散运市场表现强劲，与公司顺周期扩张共振，公司26H1业绩大增。2026年上半年，公司新购4艘干散货船舶，并以融资租赁及经营性租赁方式锁定7艘多用途重吊船新造船运力，持续扩张船队，增强公司业绩的顺周期弹性。主流矿山增产叠加运力老化...

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