COSCO SHIPPING Energy(600026)

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每周股票复盘:中远海能(600026)投资新造船及新能源仓储物流园
Sou Hu Cai Jing· 2025-05-23 20:53
Group 1 - The stock price of China Merchants Energy Shipping Company (中远海能) closed at 10.1 yuan on May 23, 2025, down 4.27% from the previous week [1] - The company's total market capitalization is 48.185 billion yuan, ranking 7th out of 35 in the shipping and port sector and 274th out of 5148 in the A-share market [1] Group 2 - The company held its seventh board meeting on May 23, 2025, where two key proposals were approved [2] - The first proposal involves the investment in a new 9200-ton chemical tanker, with a total investment of approximately 191 million yuan, funded by 47.266 million yuan of the company's own funds and the remainder through external financing [2] - The second proposal is for the establishment of a joint venture for the West Zhongdao Chemical and New Energy Storage Logistics Park project, with a total investment of approximately 683 million yuan, where the company will contribute about 208.04 million yuan for a 55% stake [3]
中远海能: 中远海能二〇二五年第七次董事会会议决议公告
Zheng Quan Zhi Xing· 2025-05-23 09:16
Core Points - The company held its seventh board meeting of 2025 on May 23, 2025, where all nine directors participated and approved several key proposals [1][2] - The board approved the construction of a 9,200 deadweight ton stainless steel chemical tanker by its wholly-owned subsidiary Shanghai Zhongyuan Marine Chemical Transportation Co., Ltd., with a total investment of approximately RMB 191 million [1][2] - The funding for the chemical tanker project will come from the company's own funds and external financing, with the company's contribution being approximately RMB 47.27 million [1][2] - The board also approved a project for the establishment of a chemical and new energy storage logistics park by its subsidiary Dalian Zhongyuan Marine Energy Supply Chain Co., Ltd., with a total investment of approximately RMB 683 million [2] - The company will hold a 55% stake in the joint venture for the logistics park, contributing approximately RMB 208.04 million [2] - Both projects are deemed economically feasible and controllable in terms of risk, aimed at optimizing the company's chemical tanker fleet structure and enhancing overall profitability [2]
中远海能(600026) - 中远海能二〇二五年第七次董事会会议决议公告

2025-05-23 08:45
经审议,董事会批准公司下属全资子公司上海中远海能化工运输有限公司 (以下简称"上海能化")在武昌船舶重工集团有限公司投资建造 1 艘 9,200 载 重吨不锈钢化学品船,总投资约人民币 1.91 亿元(合同船价约为人民币 1.8 亿元, 含税)。该项目投资来源于自有资金(约人民币 4,726.6 万元)和外部融资,其 中,自有资金部分由本公司向上海能化增资的方式解决。 根据内部测算及评估,该项目经济可行、风险可控,有利于优化公司化学品 船队结构和业务布局、提升整体盈利能力。 证券代码:600026 证券简称:中远海能 公告编号:2025-031 中远海运能源运输股份有限公司 二〇二五年第七次董事会会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和 完整性承担法律责任。 中远海运能源运输股份有限公司(以下简称"公司")二〇二五年第七次董 事会会议通知和材料于 2025 年 5 月 16 日以电子邮件/专人送达形式发出,会议 于 2025 年 5 月 23 日以通讯表决的方式召开。本公司所有九名董事参加会议,会 议的召开符合《中华人民共和国 ...
大摩:建议增持三大航司 看好中远海能(01138)、太平洋航运(02343)
智通财经网· 2025-05-21 02:58
首选股票:中国国航(00753)、东方航空(00670)、南方航空(01055)、春秋航空(601021.SH) 国泰航空(00293):全球贸易关税动态对货运前景影响显著;评级:Equal-weight(与大市同步) 股票推荐:广州白云机场(600004.SH/增持)> 上海机场(600009.SH/增持)> 北京首都机场(00694/与大市同 步)> 海南美兰机场(00357/与大市同步) 智通财经APP获悉,摩根士丹利发布研报称,中国交运板块结构性机会分化,建议把握航空复苏、航运 细分机会及快递龙头优势三大主线。航空业受益中美贸易缓和及供需改善,定价能力提升,推荐中国国 航(00753)、东方航空(00670)等;机场受消费压力拖累,广州白云机场(600004.SH/增持)因低免税依赖及 高股息成防御首选。航运方面,油轮板块或随OPEC+增产及监管收紧受益,增持招商轮船(601872.SH) 和中远海能(01138)。快递行业加速整合,最看好中通(ZTO.US),顺丰利润顺丰控股(002352.SZ)增长潜 力突出。 相对而言,考虑到对免税业务敞口较小且股息率较高,大摩更倾向于将广州白云机场作为宏观经济 ...
页岩气成为我国油气增产的重要接替区,油气ETF(159697)涨近1%
Xin Lang Cai Jing· 2025-05-19 02:48
Group 1 - The National Petroleum and Natural Gas Index (399439) has shown a slight increase of 0.30% as of May 19, 2025, with notable gains in constituent stocks such as Huajin Co. (000059) up by 3.62% and Lansi Heavy Industry (603169) up by 2.22% [1] - The Oil and Gas ETF (159697) has risen by 0.52%, currently priced at 0.97 yuan, indicating a positive trend in the oil and gas sector [2] - Recent innovations in key technologies for oil and gas exploration and development have positioned shale gas as a significant area for sustainable resource development in China, with major shale gas demonstration zones established in the Sichuan Basin [2] Group 2 - The Sichuan Basin has identified eight shale gas fields with a total resource volume of 16.5 trillion cubic meters, contributing to national energy security through the localization of critical equipment and tools [2] - East China Securities anticipates a recovery in trade, which will positively impact oil demand, predicting that oil prices may bottom out in the second quarter and recover thereafter, benefiting upstream resource companies [2] - Guoxin Securities highlights the vast potential for deep-sea oil and gas development in China's northern and central southern South China Sea, supported by relevant technological policies [2][3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index account for 66.65% of the index, with major players including China National Petroleum (601857) and China Petroleum & Chemical (600028) [3]
航运板块Q1业绩超预期高增,行业回暖背后仍存运力过剩隐忧?
智通财经网· 2025-05-17 23:09
Core Viewpoint - The shipping sector is experiencing a significant rebound due to the recent reduction in tariffs between China and the U.S., leading to increased stock prices and a surge in shipping demand [1][6]. Group 1: Market Performance - Several listed companies in the shipping sector have seen their stock prices rise sharply, with China National Aviation's stock increasing over 19% on May 15, and its price doubling over four trading days [1]. - The average booking volume for container shipments from China to the U.S. has surged by 277% as of May 14, indicating strong market demand [1]. - In Q1 2025, the shipping sector's top 10 companies reported an average revenue of 8.89 billion yuan, a year-on-year increase of 14.5%, and an average net profit of 1.56 billion yuan, up 35.3% [2][3]. Group 2: Company Performance - Leading companies like China COSCO Shipping Holdings reported a net profit of 11.695 billion yuan in Q1 2025, a 73.12% increase year-on-year, while Jinjiang Shipping's net profit surged by 187.07% to 357 million yuan [2][3]. - China Merchants Port has expanded its global port layout, completing a 51% equity transfer for an Indonesian project and signing an agreement for a Brazilian oil terminal project [5]. Group 3: Operational Trends - The shipping sector is witnessing a diversification in operations, with companies like China COSCO Shipping Ports reporting a 367% increase in overseas terminal profits, driven by contributions from the Mediterranean and Middle East regions [4][5]. - The trend towards green and low-carbon transformation is notable, with several companies investing in methanol-powered vessels and reducing carbon emissions [5]. Group 4: Future Outlook - The recent tariff reductions are expected to lead to a surge in shipping demand, particularly in the Asia-Europe and trans-Pacific routes, as companies rush to mitigate costs and meet delivery deadlines [6][10]. - Analysts predict that the shipping sector is at a turning point, with potential for significant growth as traditional shipping seasons approach and demand rebounds [10].
中证油气产业指数下跌1.04%,前十大权重包含广汇能源等
Sou Hu Cai Jing· 2025-05-15 08:00
从中证油气产业指数持仓的市场板块来看,上海证券交易所占比70.91%、深圳证券交易所占比 29.09%。 从中证油气产业指数持仓样本的行业来看,能源占比61.44%、原材料占比20.57%、工业占比15.14%、 金融占比1.77%、公用事业占比1.08%。 金融界5月15日消息,上证指数低开低走,中证油气产业指数 (油气产业,H30198)下跌1.04%,报 1751.37点,成交额139.48亿元。 数据统计显示,中证油气产业指数近一个月上涨4.60%,近三个月下跌1.07%,年至今下跌4.38%。 据了解,中证油气产业指数从沪深市场中选取业务涉及石油与天然气的开采、设备制造、运输、销售、 炼制加工,以及初级石油化工产品生产等领域的上市公司证券作为指数样本,以反映油气产业相关上市 公司证券的整体表现。该指数以2004年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证油气产业指数十大权重分别为:中国石油(10.46%)、中国海油(9.96%)、中 国石化(9.54%)、广汇能源(5.02%)、杰瑞股份(3.89%)、招商轮船(3.83%)、恒力石化 (3.14%)、卫星化学(3.12%)、 ...
中远海能(600026) - 中远海能二〇二五年第六次董事会会议决议公告

2025-05-12 09:00
一、审议并通过《关于以二手船转让方式对外处置 4 艘油轮的议案》 经审议,董事会批准公司对外处置 4 艘油轮,具体如下: 1. 批准公司所属境外全资子公司以二手船转让方式,以不低于经备案的评 估价格,将"远富湖"轮和"新丹洋"轮对外处置,同意清算关闭前述船舶所在 的 2 家境外单船公司并将其列入后续股权处置计划; 2. 批准公司所属境内全资子公司以二手船转让方式,以不低于经备案的评 估价格,在确定受让方尽职调查和资格确认条件形成挂牌方案后,通过上海联合 产权交易所有限公司挂牌处置"桃林湾"轮和"洋美湖"轮。 证券代码:600026 证券简称:中远海能 公告编号:2025-030 中远海运能源运输股份有限公司 二〇二五年第六次董事会会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和 完整性承担法律责任。 中远海运能源运输股份有限公司(以下简称"公司")二〇二五年第六次董 事会会议通知和材料于 2025 年 5 月 6 日以电子邮件/专人送达形式发出,会议于 2025 年 5 月 12 日以通讯表决的方式召开。本公司所有九名董事参加会议,会 ...
中证油气资源指数下跌0.52%,前十大权重包含中远海能等
Sou Hu Cai Jing· 2025-05-08 11:03
Core Viewpoint - The China Oil and Gas Resource Index has shown mixed performance, with a recent decline despite a monthly increase, indicating volatility in the oil and gas sector [2]. Group 1: Index Performance - The China Oil and Gas Resource Index decreased by 0.52% to 736.04 points, with a trading volume of 11.226 billion yuan [1]. - Over the past month, the index has increased by 6.59%, but it has decreased by 3.91% over the last three months and by 6.98% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in oil and gas exploration, services, equipment manufacturing, refining, processing, transportation, and sales [2]. - The top ten weighted companies in the index are: China National Petroleum (10.47%), China National Offshore Oil (10.06%), Sinopec (9.64%), Guanghui Energy (6.62%), and others [2]. - The sector composition of the index shows that energy accounts for 75.48%, industrials for 18.72%, financials for 2.34%, materials for 1.59%, consumer discretionary for 1.06%, and utilities for 0.81% [2]. Group 3: Index Adjustment and Management - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]. - Public funds tracking the oil and gas resources include Huatai-PineBridge China Oil and Gas Resource ETF, Bosera China Oil and Gas Resource ETF, and Yinhua China Oil and Gas Resource ETF [3].
中远海能(600026):高基数拖累油运业绩,运力扩张带动LNG业务成长
Changjiang Securities· 2025-05-07 14:16
丨证券研究报告丨 公司研究丨点评报告丨中远海能(600026.SH) [Table_Title] 高基数拖累油运业绩, 运力扩张带动 LNG 业务成长 报告要点 [Table_Summary] 公司 2025Q1 实现营业收入 57.5 亿元,同比-4.0%,归属净利润 7.1 亿元,同比-43.3%。外贸 油运运力增加带动外贸营收,但运价下行及租船费用拖累盈利;内贸油运受内贸成品油运输量 下滑导致营收下降,但毛利率仍有韧性;LNG 运输业务受益于项目制稳定收益及新船交付贡 献,毛利保持快速增长。受俄乌冲突结束停战以及美国对等关税影响,市场对于油运较悲观。 当前运价中枢较高,若 OPEC+进一步增产以及油价持续走低加快原油补库节奏,油运景气将 修复上行;此外 LNG 船将在 2025-2028 年陆续交付,夯实业绩安全垫,维持"买入"评级。 分析师及联系人 [Table_Author] 韩轶超 SAC:S0490512020001 SFC:BQK468 请阅读最后评级说明和重要声明 风险提示 %% %% %% %% research.95579.com 1 中远海能(600026.SH) cjzqdt1111 ...