COSCO SHIPPING Specialized(600428)

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股市必读:中远海特(600428)8月12日主力资金净流出1440.74万元,占总成交额6.22%
Sou Hu Cai Jing· 2025-08-12 19:52
Trading Information Summary - As of August 12, 2025, China Merchants Heavy Industry (600428) closed at 6.82 CNY, up 1.49% with a turnover rate of 1.58% and a trading volume of 339,900 shares, amounting to a total transaction value of 232 million CNY [1] - On August 12, the fund flow for China Merchants Heavy Industry showed a net outflow of 14.41 million CNY from main funds, accounting for 6.22% of the total transaction value, while retail investors had a net inflow of 11.41 million CNY, representing 4.92% of the total transaction value [1][4] Company Announcement Summary - China Merchants Heavy Industry announced a cash dividend of 0.279 CNY per share for the 2024 annual equity distribution, with the record date set for August 18, 2025, and the ex-dividend date and payment date on August 19, 2025 [2] - The total cash dividend distribution amounts to approximately 765.55 million CNY based on the company's total share capital of 2,743,920,395 shares [2] - Different tax policies apply to various types of shareholders regarding the cash dividend, with individual shareholders and securities investment funds receiving a net dividend of 0.2511 CNY per share after tax deductions for certain conditions [2]
研报掘金丨华源证券:首予中远海特“买入”评级,船队扩张重视成长+红利
Ge Long Hui A P P· 2025-08-12 09:48
Core Viewpoint - China Merchants Industry is a global leader in specialized transportation vessels, with new capacity expected to drive performance growth in the coming years [1] Company Overview - China Merchants Industry is projected to deliver a total of 65 new vessels between 2025 and 2026, equating to a total capacity of 3.75 million DWT, which represents 61% of the company's fleet capacity by the end of 2024 [1] - The rapid expansion of the fleet is anticipated to support significant performance growth [1] Business Segments - The company's pulp carrier business is expected to benefit from the rapid fleet expansion, stable domestic pulp consumption growth, and the expansion plans of overseas pulp mills, making it a key contributor to performance growth [1] - The supply side is constrained by aging vessels and environmental compliance requirements, indicating that the tight capacity situation is likely to persist in the short to medium term [1] Market Dynamics - The expansion of the automobile carrier fleet is expected to bring additional capacity, with a solid fundamental outlook [1] - The company has a strong competitive advantage and profitability, with potential policy benefits in the semi-submersible vessel market [1] Investment Outlook - Given the rapid expansion of the fleet, the company is expected to see considerable performance growth, and assuming a 50% dividend payout ratio over the next three years, it offers a dividend yield of 5-6% [1] - The company has initiated coverage with a "Buy" rating [1]
中远海特(600428):特种船龙头基盘稳,船队扩张重视成长+红利
Hua Yuan Zheng Quan· 2025-08-12 08:48
Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook based on its growth potential and dividend yield [6][8]. Core Insights - The company is a global leader in specialized shipping, with a comprehensive fleet that supports significant revenue growth through fleet expansion and operational efficiency [7][10]. - The company is expected to see substantial increases in net profit from 1.88 billion RMB in 2025 to 2.28 billion RMB in 2027, with corresponding growth rates of 23.06% and 14.78% [6][8]. - The report highlights the company's strategic focus on expanding its fleet, particularly in the automotive and pulp shipping sectors, which are projected to drive revenue growth [7][10]. Summary by Sections Market Performance - The company's stock closed at 6.72 RMB, with a market capitalization of approximately 18.44 billion RMB and a circulating market value of about 14.43 billion RMB [4]. Financial Projections and Valuation - Revenue projections for the company are as follows: 12,007 million RMB in 2023, increasing to 21,875 million RMB in 2025, representing a growth rate of 30.36% [6]. - The expected earnings per share (EPS) are projected to rise from 0.39 RMB in 2023 to 0.69 RMB in 2025 [6]. - The price-to-earnings (P/E) ratio is forecasted to decrease from 17.33 in 2023 to 9.79 in 2025, indicating an attractive valuation [6]. Business Overview - The company operates a diverse fleet, including multi-purpose, heavy-lift, semi-submersible, automotive, and pulp vessels, with a total fleet size of 151 ships and a deadweight tonnage of 6.146 million [7][19]. - The company plans to add 65 new vessels between 2025 and 2026, significantly increasing its operational capacity [7][28]. Revenue Breakdown - In 2024, the company achieved a revenue of 16.78 billion RMB, with significant contributions from multi-purpose vessels (3.615 billion RMB), heavy-lift vessels (2.231 billion RMB), and pulp vessels (4.408 billion RMB) [34]. - The automotive shipping segment is expected to grow substantially, with revenue projected to reach 1.404 billion RMB in 2024, a staggering increase of 1680% year-on-year [34]. Cost Structure and Profitability - The company's operating costs increased to 13.116 billion RMB in 2024, but the growth rate of costs was lower than that of revenue, ensuring a healthy profit margin [38]. - The gross profit from the shipping business reached 3.3 billion RMB in 2024, accounting for 90.17% of the total gross profit [40]. Dividend Policy - The company has maintained a stable dividend payout ratio of 50% since 2023, reflecting its commitment to returning value to shareholders [46].
华源证券给予中远海特买入评级,特种船龙头基盘稳,船队扩张重视成长+红利
Mei Ri Jing Ji Xin Wen· 2025-08-12 08:38
华源证券8月11日发布研报称,给予中远海特(600428.SH,最新价:6.82元)买入评级。评级理由主要 包括:1)全球特种运输船龙头,新增运力助力业绩成长;2)多用途重吊船稳定业绩基本盘,纸浆船队 增长迅速;3)汽车船船队扩张迎增量,基本面稳健;4)高壁垒稳固盈利能力,半潜船市场或存政策红 利。风险提示:汽车出口不及预期风险;航运市场运价大幅波动风险;宏观经济下滑风险。 (文章来源:每日经济新闻) ...
中远海运特种运输股份有限公司2024年年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2025-08-11 19:23
Core Viewpoint - The company announced the implementation of the profit distribution plan for the fiscal year 2024, which was approved at the shareholders' meeting on June 30, 2025 [2][12]. Distribution Plan - The profit distribution is based on the total share capital of 2,743,920,395 shares, with a cash dividend of 0.279 yuan per share (before tax), totaling 765,553,790.21 yuan [4]. - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration [3]. Implementation Dates - Specific dates related to the distribution and implementation methods were mentioned but not detailed in the provided content [5]. Tax Deduction Information - For individual shareholders holding unrestricted circulating shares, the tax treatment varies based on the holding period, with dividends exempt from personal income tax for shares held over one year [8]. - For shares held less than one month, the entire dividend is subject to personal income tax, while shares held between one month and one year are taxed at 50% of the dividend amount [8]. - For qualified foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net cash dividend of 0.2511 yuan per share after tax [9][10]. Contact Information - For inquiries regarding the equity distribution, shareholders can contact the Securities Affairs Department at 020-38161888 [11].
中远海特股价微涨0.15% 2024年度分红方案出炉
Jin Rong Jie· 2025-08-11 17:47
Group 1 - The stock price of COSCO SHIPPING Specialized Carriers closed at 6.72 yuan on August 11, with an increase of 0.01 yuan compared to the previous trading day [1] - The trading volume on that day was 234,797 lots, with a total transaction amount of 158 million yuan [1] - COSCO SHIPPING Specialized Carriers is primarily engaged in specialized ship transportation and related businesses, with a fleet size and technical capabilities among the industry leaders [1] Group 2 - The company's business scope covers major global shipping routes, transporting goods such as machinery, wind power equipment, and high-speed rail locomotives [1] - According to the company's announcement, the dividend distribution plan for the fiscal year 2024 is a cash dividend of 0.279 yuan per share (tax included) [1] - The record date for the dividend is August 18, 2025, and the ex-dividend date is August 19 [1]
中远海特: 中远海运特种运输股份有限公司2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-08-11 16:16
证券代码:600428 证券简称:中远海特 公告编号:2025-034 中远海运特种运输股份有限公司 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: ? 每股分配比例:A 股每股现金红利0.279元 ? 相关日期 股份类别 股权登记日 最后交易日 除权(息)日 现金红利发放日 A股 2025/8/18 - 2025/8/19 2025/8/19 ? 差异化分红送转: 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经中远海运特种运输股份有限公司(以 下简称"公司")2025 年 6 月 30 日的2024年年度股东大会审 议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券 登记结算有限责任公司上海分公司(以下简称"中国结算上海 分公司" 红利765,553,790.21元。 三、 相关日期 现金红利发 | | | | | 放日 | | --- | --- | --- | --- | --- | | 股份类别 A股 | 股权登记日 2025/8/18 | - | 最后交易日 ...
中远海特:2024年年度权益分派实施公告
Zheng Quan Ri Bao· 2025-08-11 14:08
证券日报网讯 8月11日晚间,中远海特发布2024年年度权益分派实施公告称,公司2024年年度权益分派 方案为A股每股现金红利0.279元(含税),股权登记日为2025年8月18日,除权(息)日为2025年8月19 日。 (文章来源:证券日报) ...
中远海特(600428) - 中远海运特种运输股份有限公司2024年年度权益分派实施公告
2025-08-11 10:15
2. 分派对象: 证券代码:600428 证券简称:中远海特 公告编号:2025-034 中远海运特种运输股份有限公司 2024年年度权益分派实施公告 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: | 股份类别 | | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | A股 | | 2025/8/18 | - | 2025/8/19 | 2025/8/19 | | | 差异化分红送转: | 否 | | | | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经中远海运特种运输股份有限公司(以 下简称"公司")2025 年 6 月 30 日的2024年年度股东大会审 议通过。 二、 分配方案 1. 发放年度:2024年年度 截至股权登记日下午上海证券交易所收市后,在中国证券 登记结算有限责任公司上海分公司(以下简称"中国结算上海 分公司")登记在册的本公司全体股东。 每股分配比例:A 股每股现金红利0 ...
中远海特(600428)8月8日主力资金净流出1703.23万元
Sou Hu Cai Jing· 2025-08-08 11:33
Group 1 - The core viewpoint of the news is the financial performance and market activity of China Merchants Energy Transportation Co., Ltd. (中远海特) as of August 8, 2025, highlighting a slight increase in stock price and significant revenue growth [1] - As of the latest quarterly report, the company reported total revenue of 5.196 billion yuan, a year-on-year increase of 51.47%, and a net profit attributable to shareholders of 345 million yuan, up 1.56% year-on-year [1] - The company's liquidity ratios are reported as a current ratio of 1.284 and a quick ratio of 1.171, with a debt-to-asset ratio of 55.87% [1] Group 2 - The company has made investments in 17 enterprises and participated in 137 bidding projects, indicating active engagement in business expansion [2] - The company holds 20 trademark registrations and 138 patents, showcasing its commitment to intellectual property and innovation [2] - Additionally, the company possesses 52 administrative licenses, reflecting its compliance and operational capabilities [2]