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中远海能(600026) - 中远海能关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-05-07 08:45
本次投资者说明会以视频结合网络互动形式召开,公司将针对 2024 年度和 2025 年第一季度的经营成果及财务指标的具体情况与投资者进行互动交流和沟 1 证券代码:600026 证券简称:中远海能 公告编号:2025-029 中远海运能源运输股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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。 重要内容提示: 中远海运能源运输股份有限公司(以下简称"公司")已分别于 2025 年 3 月 27 日、2025 年 4 月 30 日发布公司 2024 年度报告及 2025 年第一季度报告, 为便于广大投资者更全面深入地了解公司2024年度和2025年第一季度经营成果、 财务状况,公司计划于 2025 年 5 月 21 日(星期三)15:00-17:00 举行 2024 年度 暨 2025 年第一季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 四、投资者参加方式 (一)投资者可在 2025 年 5 月 21 日(星期三)15:00-17:00, ...
中远海能(600026) - 中远海能关于参加2025年上海辖区上市公司年报集体业绩说明会的公告
2025-05-07 08:45
证券代码:600026 证券简称:中远海能 公告编号:2025-028 中远海运能源运输股份有限公司 关于参加 2025 年上海辖区上市公司 年报集体业绩说明会的公告 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。 重要内容提示: 中远海运能源运输股份有限公司(以下简称"公司")已于 2025 年 3 月 27 日发布公司 2024 年度报告,为便于广大投资者更全面深入地了解公司 2024 年度 经营成果、财务状况,公司计划于 2025 年 5 月 15 日(星期四)15:00-16:30 参 加 2025 年上海辖区上市公司年报集体业绩说明会,就投资者关心的问题进行交 流。 一、说明会类型 1 会议召开时间:2025 年 5 月 15 日(星期四)15:00-16:30 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 5 月 8 日(星期四)至 5 月 ...
港股港口运输股震荡上升,中远海能(01138.HK)涨超10%,辽港股份(02880.HK)涨超3%,招商局港口(00144.HK)、秦港股份(03369.HK)均涨1.5%。
news flash· 2025-05-06 02:32
港股港口运输股震荡上升,中远海能(01138.HK)涨超10%,辽港股份(02880.HK)涨超3%,招商局港口 (00144.HK)、秦港股份(03369.HK)均涨1.5%。 ...
申万宏源交运一周天地汇:OPEC6月再增产41万桶天,油轮二季度改善确定性增强
Investment Rating - The report maintains a positive outlook on the shipping industry, particularly with the recommendation of companies such as China Merchants Energy, COSCO Shipping Energy, and Xingtong Co. [3][20] Core Viewpoints - OPEC has agreed to increase oil production by 411,000 barrels per day, which is expected to enhance the certainty of improvement in the shipping market in Q2 [3][20] - The report highlights the resilience of major ports and anticipates improvements in Southeast Asia's shipping and oil tanker sectors [3][20] - The report suggests that the "off-season" for shipping may not be as weak as expected, with a higher probability of strong performance from May to August [3][20] Summary by Sections Shipping Industry - OPEC's production increase will lead to a cumulative increase of 960,000 barrels per day over April, May, and June, which is 44% of the total expected increase of 2.2 million barrels per day [3][20] - The report notes that April shipping rates have risen against seasonal trends, indicating a potential for stronger performance in the second half of the year [3][20] - VLCC rates have decreased by 9% to $46,903 per day, but the overall market remains relatively strong with expectations for a rebound post-holiday [3][20][21] Air Transportation - The report indicates that oil prices, influenced by tariffs and OPEC's production increase, are relieving cost pressures on airlines [40] - The domestic air travel market is expected to recover, with passenger volumes projected to reach 10.75 million during the May Day holiday, a year-on-year increase of 8% [41][40] - Recommended stocks in the aviation sector include China Eastern Airlines, Spring Airlines, and China Southern Airlines [42] Express Delivery - The express delivery sector is experiencing high growth, with March volumes reaching 16.66 billion packages, a year-on-year increase of 20.3% [44] - The report emphasizes the potential for market share concentration among leading companies due to favorable policy changes [44] - Recommended companies include SF Holding, JD Logistics, and YTO Express [46] Railway and Highway - The report highlights the resilience of railway freight and highway truck traffic, with railway cargo volume increasing by 3% and highway truck traffic by 2.25% [48] - The report suggests that traditional high-dividend investment themes and potential value management catalysts will be key investment lines for the highway sector throughout 2025 [48]
中远海能(600026):25Q1归母净利同比-43%/环比+14%至7.1亿 外贸成品油&期租毛利提升
Xin Lang Cai Jing· 2025-05-01 02:26
Core Viewpoint - The company reported a decline in revenue and net profit for Q1 2025, with specific segments showing mixed performance, indicating challenges in the oil transportation sector [1] Financial Performance - Q1 revenue was 5.75 billion, down 4.0% year-on-year and 5.7% quarter-on-quarter [1] - Net profit attributable to shareholders was 710 million, a decrease of 43.3% year-on-year but an increase of 13.9% quarter-on-quarter [1] - Non-recurring net profit was also 710 million, down 42.7% year-on-year and up 12.4% quarter-on-quarter [1] Segment Analysis - LNG Transportation: Q1 revenue was 620 million, up 10.6% year-on-year but down 1% quarter-on-quarter; gross margin was 49.4%, up 3.6% year-on-year and 6.7 percentage points quarter-on-quarter [1] - Domestic Oil Transportation: Q1 revenue was 1.39 billion, down 4.7% year-on-year and 9% quarter-on-quarter; gross margin was 24%, down 1.2% year-on-year but up 1.7 percentage points quarter-on-quarter [1] - Foreign Oil Transportation: Q1 revenue was 3.58 billion, down 6% year-on-year but up 4% quarter-on-quarter; gross margin was 15.0%, down 16.9% year-on-year but up 2.2 percentage points quarter-on-quarter [1] Market Trends - The Q1 product tanker index rebounded, with expectations for stronger mid-sized crude carriers in Q2 due to seasonal price increases driven by OPEC+ production and sanctions on Iranian and Russian oil [2] - VLCC rates showed a seasonal decline after an initial spike, with TCE indices for various tanker types reflecting significant year-on-year decreases [2] Future Outlook - The company remains optimistic about VLCC supply constraints and a return to demand in the regulated market, despite potential macroeconomic challenges [3] - Even under pessimistic scenarios, oil transportation demand is expected to remain resilient due to low global oil inventories and stable non-OPEC production [3] Profit Forecast and Investment Recommendations - The company maintains a positive mid-term outlook for VLCC, projecting net profits of 5.29 billion, 6.33 billion, and 7.08 billion for 2025-2027, with corresponding PE ratios of 9, 8, and 7 [4] - The current price suggests a dividend yield of approximately 5.3% for A shares and 9.9% for H shares in 2025, maintaining a "recommended" rating [4]
出口含“新”量更足!沪市主板公司以积极笔触描摹出中国经济大格局的稳健形制
Core Viewpoint - The Shanghai Stock Exchange's main board companies have shown resilience and stability in their performance, supported by a series of incremental policies, reflecting a robust economic structure in China [1] Group 1: Export Market Diversification - In 2024, companies on the Shanghai main board achieved overseas revenue of 6.09 trillion yuan, a year-on-year increase of 7%, with non-US exports accounting for over 80% [2] - Key export destinations include ASEAN, Africa, and countries involved in the Belt and Road Initiative, with significant growth in sales for companies like SANY Heavy Industry and SAIC Motor [2] - Major construction state-owned enterprises have actively expanded overseas, signing new orders worth 1.87 trillion yuan, a year-on-year increase of 15% [2] Group 2: High-Tech Product Exports - High-tech products such as high-end equipment, integrated circuits, smart home appliances, and electric vehicles have accelerated exports, leading to revenue growth in related industries [3] - Companies like Oriental Cable and Zhaoyi Innovation have made significant strides in international markets, with Zhaoyi Innovation achieving record high shipments [3] - The rise of new business models like cross-border e-commerce has boosted overseas sales for various sectors, including light manufacturing and retail [3] Group 3: Mergers and Acquisitions Activity - From 2024 to the first quarter of 2025, over 1,500 new M&A transactions were recorded on the Shanghai main board, with a total transaction value exceeding 1.4 trillion yuan [4] - Notable M&A cases include Guotai Junan's acquisition of Haitong Securities and China Shipbuilding's proposed merger with China CSSC, each exceeding 100 billion yuan [4] - The trend of private acquisitions and the purchase of quality non-profitable assets has emerged, indicating a shift in M&A strategies [4][5] Group 4: Quality Improvement and Efficiency - By 2024, 946 companies on the Shanghai main board disclosed "quality improvement and efficiency return" action plans, with nearly 60% participation [6] - Among the companies that disclosed plans, nearly 90% achieved profitability, and almost 50% reported performance growth [6] - The total cash dividend announced by 1,259 companies reached 1.77 trillion yuan, a year-on-year increase of 6%, with a dividend payout ratio of 39% [7] Group 5: ESG Reporting and Progress - In 2024, 1,068 companies on the Shanghai main board disclosed ESG reports, achieving a disclosure rate of approximately 63%, an increase of 6 percentage points year-on-year [9] - The number of companies included in the MSCI ESG rating increased, with 90 companies receiving upgrades in their ratings [9] - Companies have actively engaged in social responsibility initiatives, contributing to employment and environmental sustainability [10] Group 6: Index Investment Growth - In 2024, net inflows into ETFs on the Shanghai main board reached nearly 840 billion yuan, with significant participation from foreign capital [11] - The trading volume of ETFs ranked first in Asia, with a total trading amount of nearly 30 trillion yuan [11] - Foreign investment preferences are concentrated in sectors such as banking, food and beverage, and public utilities, indicating a strategic focus on stable industries [12] Group 7: Exit Mechanisms and Risk Mitigation - Since 2025, 19 companies on the Shanghai main board have faced various forms of delisting, with a significant portion resulting from financial issues [13] - The introduction of diverse exit channels, including voluntary delisting and asset restructuring, has become more prominent [13] - Companies have actively taken measures to improve operations and mitigate risks, with several successfully lifting delisting warnings [13]
中远海能(600026):VLCC-TCE显著高于市场平均,下半年进一步改善
上 市 公 司 交通运输 2025 年 04 月 30 日 中远海能 (600026) ——VLCC-TCE 显著高于市场平均,下半年进一步改善 报告原因:有业绩公布需要点评 买入(维持) | 市场数据: | 2025 年 04 月 30 日 | | --- | --- | | 收盘价(元) | 10.29 | | 一年内最高/最低(元) | 18.63/9.74 | | 市净率 | 1.3 | | 股息率%(分红/股价) | 5.54 | | 流通 A 股市值(百万元) | 35,755 | | 上证指数/深证成指 | 3,279.03/9,899.82 | | 注:"股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产(元) | 7.66 | | 资产负债率% | 51.14 | | 总股本/流通 A 股(百万) | 4,771/3,475 | | 流通 B 股/H 股(百万) | -/1,296 | 一年内股价与大盘对比走势: 04-30 05-31 06-30 07-31 08-31 09-30 10-31 11 ...
中证全指航运指数报2040.95点,前十大权重包含海峡股份等
Jin Rong Jie· 2025-04-30 08:07
从指数持仓来看,中证全指航运指数十大权重分别为:中远海控(16.61%)、招商轮船(15.28%)、 中远海能(12.87%)、招商南油(9.23%)、中谷物流(8.03%)、安通控股(7.7%)、中远海特 (5.8%)、海航科技(4.52%)、海峡股份(3.51%)、凤凰航运(2.59%)。 从中证全指航运指数持仓的市场板块来看,上海主板占比92.01%、深圳主板占比7.99%。 金融界4月30日消息,A股三大指数收盘涨跌不一,中证全指航运指数 (航运指数,H30216)报2040.95 点。 数据统计显示,中证全指航运指数近一个月下跌3.38%,近三个月下跌4.74%,年至今下跌6.18%。 据了解,为反映中证全指指数样本中不同行业公司证券的整体表现,为投资者提供分析工具,将中证全 指指数样本按中证行业分类分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行业, 再以进入各一、二、三、四级行业的全部证券作为样本编制指数,形成中证全指行业指数。该指数以 2004年12月31日为基日,以1000.0点为基点。 从中证全指航运指数持仓样本的行业来看,航运占比100.00%。 资料显示,指数样本 ...
中远海能(600026):油运业绩短期承压,OPEC+增产利好油运市场
Hua Yuan Zheng Quan· 2025-04-30 07:51
hyzqdatemark 2025 年 04 月 30 日 证券研究报告 交通运输 | 航运港口 非金融|公司点评报告 证券分析师 孙延 SAC:S1350524050003 sunyan01@huayuanstock.com 曾智星 SAC:S1350524120008 zengzhixing@huayuanstock.com 王惠武 SAC:S1350524060001 wanghuiwu@huayuanstock.com 张付哲 zhangfuzhe@huayuanstock.com 市场表现: | 基本数据 | | | | 2025 | 年 | 04 | 月 29 | 日 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价(元) | | | | | | | 10.44 | |  | | 一 年 内 最 | 最 | 高 | / | 低 | | | 18.63/9.74 | | | | (元) | | | | | | | | | | | 总市值(百万元) | | | | | | | 49,806.91 | | | ...
中远海能(600026) - 中远海运能源运输股份有限公司募集资金专项存储及使用管理制度
2025-04-29 14:48
本管理制度所称超募资金是指实际募集资金净额超过计划募集 资金金额的部分。 中远海运能源运输股份有限公司 募集资金专项存储及使用管理制度 (经公司董事会于二〇二五年四月二十九日修订) 第一章 总则 第一条 为规范中远海运能源运输股份有限公司(以下简称"公 司")募集资金的管理和使用,最大限度地保障投资者的利益,根据 《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证 券发行注册管理办法》《上市公司监管指引第 2 号——上市公司募集 资金管理和使用的监管要求(2022 年修订)》《上海证券交易所股票 上市规则(2024 年 4 月修订)》《上海证券交易所上市公司自律监管 指引第 1 号——规范运作(2023 年 12 月修订)》等有关法律、法规 和规定的要求,结合公司的实际情况,特制定本管理制度。 第二条 本管理制度所称募集资金是指公司通过向不特定对象发 行证券(包括首次公开发行股票、配股、增发、发行可转换公司债券、 发行分离交易的可转换公司债券等)以及向特定对象发行证券向投资 者募集的资金,但不包括公司实施股权激励计划募集的资金。本公司 在 H 股或其他市场募集资金管理按《香港联合交易所有限公司证券上 ...