单季大赚19.99亿美元!ONE业绩强劲,上调今年盈利预期,但一国家风险或成绊脚石?

职场   2024-11-11 12:34   上海  


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Ocean Network Express(海洋网联船务),这家在集装箱运输与航运领域举足轻重的日本企业,在揭晓了其2024财年第二季度(覆盖2024年7月至9月)的辉煌业绩后,欣然上调了对本年度的盈利展望。


在这份详尽的财务报告中,ONE骄傲地宣布,其第二季度收入实现了令人瞩目的65%同比增长,一举跃升至58.64亿美元的高位。这一数字不仅彰显了公司在市场中的稳固地位,也反映了其战略部署的有效性与执行力。



与此同时,净利润方面同样传来捷报,达到了19.99亿美元,与去年同期的18.12亿美元相比,实现了稳健增长。这一成绩无疑为公司的股东与员工注入了更强的信心与动力。


在谈及业绩增长的动因时,ONE在官方声明中明确指出,亚洲至北美以及亚欧之间的贸易航线,在持续旺盛的消费者需求以及7月、8月早期旺季的双重驱动下,展现出了前所未有的强劲需求态势。


此外,北美贸易的早期发货策略也起到了关键作用,旨在未雨绸缪,有效应对可能出现的供应链中断风险。



随着这份亮眼成绩单的公布,ONE顺势上调了对2024财年全年的盈利预测。具体而言,净利润指导值由原先7月31日宣布的27.45亿美元上调至30.95亿美元,这一调整无疑是对公司未来发展前景的乐观预期与坚定信心。


然而,在庆祝成绩的同时,ONE并未忽视潜在的风险与挑战。这家总部位于新加坡的航运巨头提醒业界,未来之路并非坦途,仍需警惕各类不确定因素。


Ocean Network Express的首席执行官Jeremy Nixon先生便对此发表了深刻见解:“在当前复杂多变的地缘政治背景下,我们的行业还面临着美国大选最终结果的不确定性,以及美国环保局对港口劳动力状况可能带来的影响。这些都是我们必须正视并妥善应对的挑战。”



面对未来,Jeremy Nixon先生展现出了坚定的决心与远见:“ONE将一如既往地密切关注全球宏观形势的微妙变化,同时保持对全球运营与客户服务交付绩效的灵活有效控制。例如,自今年1月起,我们已成功推出了全新的Premier Alliance E-W网络,这一举措正是我们灵活应变、持续创新的有力证明。”


通过这一系列举措与规划,ONE不仅巩固了其在航运领域的领先地位,更为未来的发展奠定了坚实的基础,让业界对其未来的表现充满了期待与憧憬。




Ocean Network Express (ONE) has raised its earnings forecast for the year following strong second-quarter results.


The Japanese container transportation and shipping company released its financial results for the second quarter of FY2024 (July 2024 to September 2024), showing revenue was up 65% to US$5.864 billion from the same quarter last year.



Net profit for the period also reached US$1.999 billion, up from the US$1.812 billion recorded during the same period a year ago.


ONE said in a statement that the Asia-North America and Asia-Europe trades have experienced strong demand, driven by consistent consumer demand and an early peak season in July and August.


"In addition, early shipments in the North American trade are in response to potential supply chain disruptions," the shipping line said.


Meanwhile, ONE raised its forecast for the year amid the strong result.



For the full-year forecast for FY2024, net profit guidance is revised to US$3.095 billion from US$2.745 billion, which was announced on July 31. 


However, the Singapore-based shipping company cautioned about possible risks that may arise in the future.


"In addition to the current geopolitical situation, the industry faces added uncertainty around the final outcome of the USA elections and USEC port labour situation," said Jeremy Nixon, CEO of Ocean Network Express. 


"ONE will continue to closely monitor evolving macro conditions and maintain an agile and effective control of its global operations and customer service delivery performance. Including a successful launch of the new Premier Alliance E-W network from January," he added.





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