AsemconnectVietnam - This content has just been informed by Hai An Transport and Stevedoring Joint Stock Company (code HAH) in the documents of the shareholders' meeting scheduled to be held on June 26.

HAH targets total operating output in 2025 to reach 1.46 million TEU, an increase of about 9% compared to 2024. Of which, ship exploitation output is expected to account for the majority with 689,000 TEU, followed by port exploitation with 588,000 TEU and output from Depot reaching 178,000 TEU.
Accordingly, HAH aims to achieve total revenue of VND4,556 billion in 2025 and consolidated profit after tax of about VND865 billion, up 13% and 33% respectively compared to 2024 results.
To realize the strategy of expanding the international container shipping market, HAH aims to access long-distance routes such as Mediterranean - Europe (MED - EU) and US West Coast (USWC) in the next few years. These are routes with high demand for import and export goods, requiring large fleet capacity and stricter international standards.
Therefore, HAH proposes to invest in building 4 new container ships with a capacity of 3,000 - 4,500 TEU and continue to buy 2 - 3 additional suitable old ships if there are good opportunities. In parallel, the Company is researching and developing plans to build new larger ships, from 7,000 - 9,000 TEU.
Regarding port infrastructure and logistics, HAH will liquidate old forklifts and invest in 1 - 2 new Kalmar forklifts with a capacity of 45 tons. The Company is also researching the installation of a solar power system to save costs and meet the goal of sustainable development according to ESG criteria. In addition, the office areas and Hai An housing area will also be upgraded and repaired in 2025.
Commenting further on the transportation market in 2025 and the following years, HAH said that according to the assessment of major shipping consulting organizations in the world, the container transportation market in 2025 is expected to enter a period of adjustment after a period of overheating. Specifically, container freight rates are forecast to decline significantly from their peak in 2024, as the pressure on excess fleet capacity returns as new vessels continue to be delivered, the Red Sea situation gradually stabilizes, and port bottlenecks are cleared.
In the coming years, the shipping industry will continue to face the challenge of oversupply as the number of new vessels ordered in recent years has caused a sharp increase in transport capacity, while demand has not kept up. In addition, shipping lines must also invest heavily in technology and switch to clean fuels to meet increasingly stringent environmental regulations.
Carriers will need to optimize operations and develop value-added services, while adapting to changes in the global supply chain - typically trends such as near-shoring (bringing production closer to the consumer market) or friend-shoring (prioritizing cooperation with friendly countries). Competition between shipping lines and transport alliances is forecast to become increasingly fierce.
Regarding the profit distribution plan, Hai An plans to pay a dividend in 2024 at a rate of 40%, including 10% in cash and 30% in shares with the expected number of shares issued of approximately 39 million.
N.Nga
Source: VITIC/Tinnhanhchungkhoan