Core Insights - The report highlights the significant clinical progress of KC1036, an innovative drug developed by the company, which has successfully completed the first patient enrollment in a Phase II clinical trial for treating advanced Ewing sarcoma in adolescents aged 12 and above [3][6][7] - The potential market for KC1036 is substantial, with ongoing clinical studies for multiple indications, including esophageal cancer, where the first patient was enrolled in February 2024. The estimated number of esophageal cancer patients in China was 742,000 in 2022, indicating a large potential market [7] - The company is undergoing a marketing transformation in 2024, aiming to enhance its sales capabilities through a digital marketing team, which is expected to strengthen sales for existing products and lay the groundwork for future sales of KC1036 [7] Market Performance - The Shanghai Composite Index closed at 3145.55, up by 1.58%, while the Shenzhen Component Index rose by 0.64% to 9424.68. The CSI 300 Index increased by 1.71% to 3650.76, and the ChiNext Index saw a rise of 1.83% to 1840.31 [4] - In the industry performance, the Agriculture, Forestry, Animal Husbandry, and Fishery sector led with a 7.81% increase, followed by Retail with 3.44% and Food & Beverage with 3.37%. Conversely, the Electronics sector declined by 1.69% [5]

记者从中国远洋海运集团了解到，中国远洋海运集团旗下部分控股上市公司中远海控（601919）、中远 海发（601866）、中远海能（600026）、中远海特（600428）、海峡股份（002320）、中远海科 （002401）等相继披露了业绩预增、股份增持和回购进展公告、利好公告。秉持对中国经济长期向好的 坚定信心，同时坚定看好中国资本市场发展前景，中国远洋海运集团积极支持控股上市公司加强股份增 持回购，强化内生增长和创新发展。(央视新闻) ...

Financial Performance - In Q1 2025, the company reported a revenue of ¥519,601.10 million, representing a 51.47% increase compared to ¥343,037.26 million in the same period last year[2] - Operating profit for Q1 2025 was ¥53,333.71 million, up 31.83% from ¥40,456.18 million year-over-year[2] - Net profit reached ¥45,813.14 million, a 33.79% increase from ¥34,242.13 million in the previous year[2] - The net profit attributable to shareholders was ¥34,534.25 million, showing a slight increase of 1.56% from ¥34,005.16 million[2] Asset and Investment - Total assets at the end of the reporting period were ¥4,017,843.65 million, reflecting a 15.03% increase from ¥3,492,864.55 million at the beginning of the period[2] - The weighted average return on net assets decreased by 0.19 percentage points to 2.71% from 2.90% year-over-year[2] - The company emphasizes the importance of investor awareness regarding potential investment risks due to the preliminary nature of the financial data[5] Operational Enhancements - The company enhanced its service capabilities by upgrading its fleet and expanding key market routes, including direct services to Southeast Africa and Mediterranean auto shipping routes[4] - Core cargo transportation volumes, including pulp, vehicles, and wind power equipment, experienced year-over-year growth, contributing to the strong operational performance in Q1[4] - The company did not record any asset disposal gains in the current period, contrasting with ¥43.82 million in gains from the disposal of old vessels in the same period last year[4]

内容概要：作为战略性支柱产业，中国船舶工业发展在政策指引下不断提速。进入21世纪后，船舶工业 的战略地位进一步提升，并且在强力的产业政策支持下进行自主化和产业转型升级。近年来，随着我国 航运业的稳步发展，国内各大造船企业发展持续向好，造船完工量、承接新船订单、手持船舶订单等总 体上也保持增长态势。2024年，我国船舶工业保持稳定向好的发展态势，造船三大指标全面增长。全国 造船完工量4818万载重吨，同比增长13.8%；新接订单量11305万载重吨，同比增长58.8%；手持订单量 20872万载重吨，同比增长49.7%。 相关上市企业：中国船舶（600150）、中远海控（601919）、天海防务（300008）、中船防务 （00317）、江龙船艇（300589）、中国重工（601989）、中国动力（600482）、亚光科技 （300123）、中远海特（600428）、锦江航运（601083）等。 相关企业：中国船舶集团有限公司、常熟市国瑞科技股份有限公司、智慧航海（青岛）科技有限公司、 中远海运重工有限公司、江南造船（集团）有限责任公司、江苏扬子江船业集团有限公司、武汉船用机 械有限责任公司、大连船舶重工集团有 ...

证券代码：600428 证券简称：中远海特 公告编号： 2025-022 中远海运特种运输股份有限公司 关于召开 2024 年年度业绩说明会的公告 中远海运特种运输股份有限公司（以下简称"公司"）已于 2025 年 3 月 28 日披露公司 2024 年年度报告，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 4 月 9 日 （星期三） 16:00-17:00 举行 2024 年度业绩说明会，就投资 者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年年度 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： 会议召开时间：2025 年 4 月 9 日 （星期三） 16:00-17:00 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 4 月 1 日 ...

Investment Rating - The investment rating for the company is "Buy" [8] Core Views - The company reported a revenue of 16.78 billion RMB in 2024, a year-on-year increase of 37.6%, and a net profit of 1.53 billion RMB, up 43.8% year-on-year, driven by an increase in fleet size and cargo volume [1] - The company plans to add 53 vessels in 2025, which will increase the fleet size by 35.1%, potentially boosting profitability further [1] - The company maintains a strong position in the specialized shipping sector, which is less volatile compared to other shipping segments [1] Revenue and Profitability - The revenue from multi-purpose vessels reached 3.62 billion RMB in 2024, with a gross profit of 670 million RMB, reflecting a significant increase of 245.5% year-on-year [2] - The revenue from pulp carriers was 4.41 billion RMB, a year-on-year increase of 73.6%, with a gross profit of 760 million RMB, up 125.1% [3] - The company has established strong partnerships with major pulp manufacturers, enhancing its competitive edge [3] Profit Forecasts - The net profit forecast for 2025 has been raised by 30% to 1.92 billion RMB, and for 2026 by 42% to 2.22 billion RMB [5] - The target price has been adjusted upward by 15% to 7.60 RMB, based on a price-to-book ratio of 1.5 times the estimated book value per share for 2025 [5] Fleet Expansion - The total number of vessels is expected to increase from 151 in 2024 to 204 in 2025, marking a growth of 35.1% [13] - The company’s fleet of pulp carriers has expanded significantly, positioning it as the second largest globally [3] Financial Metrics - The company’s earnings per share (EPS) for 2025 is projected to be 0.70 RMB, with a return on equity (ROE) of 13.71% [7] - The price-to-earnings (PE) ratio is expected to decrease to 9.57 times in 2025, indicating a favorable valuation [7]

Core Insights - The conference held by COSCO Shipping Specialized Carriers focused on the future of shipping under the themes of "industrial symbiosis, joint progress, and cooperative prosperity" [1] - Guangzhou Port is projected to handle over 680 million tons of cargo and over 26 million TEUs in 2024, maintaining its position among the world's top ports [1] - COSCO Shipping Specialized Carriers aims to enhance its service network and integrate its partners into a unified global system to foster collaboration and innovation [1] Group 1: Company Overview - COSCO Shipping Specialized Carriers is a leading global specialized transportation company under COSCO Shipping Group, operating nearly 200 specialized vessels including semi-submersible ships and multi-purpose heavy-lift vessels [2] - The company transports a variety of goods, including wind power equipment, construction machinery, bulk commodities, and emerging manufacturing products [2] Group 2: Innovations and Services - The company introduced a new "3+4+N" global service framework, establishing global sales, capacity coordination, and supply chain centers, and enhancing its service offerings for various logistics sectors [3] - COSCO Shipping Specialized Carriers launched the world's first "40-foot composite material ultra-wide frame box," significantly reducing weight and improving corrosion resistance for diverse cargo [3] - The company released new operational standards for specialized transportation, achieving a 30% reduction in overall costs for platform operations through modular design [3] Group 3: Technology Advancements - A comprehensive digital technology matrix was unveiled, utilizing self-developed large language models and blockchain technology to streamline processes, reducing traditional paperwork time from weeks to minutes [4] - The intelligent loading and securing systems can generate optimal plans in 10 minutes, improving space utilization by 10% to 20% and saving 50% of operational time [4] - COSCO Shipping Specialized Carriers initiated the "Lingnan Initiative" to promote high-quality development within the industry chain, signing strategic cooperation agreements with 17 partners [4]

重要内容提示： 一、交易概述 为了加快推进公司发展战略转型升级，进一步扩大公司在半 潜船"运输+安装"领域的领先优势，持续做大做强公司半潜船队， 经公司第八届董事会第二十五次会议审议通过，拟由公司全资子 公司中远航运（香港）投资发展有限公司作为投资主体，在广船国 际投资建造 1 艘 7 万吨级半潜船，项目总投资约 103,160 万元人 民币。 2 证券简称：中远海特 证券代码：600428 公告编号：2025-021 中远海运特种运输股份有限公司 关于建造 1 艘 7 万吨级半潜船的公告 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。 中远海运特种运输股份有限公司（以下简称"公司"）第八届董事 会第二十五次会议审议通过由公司全资子公司中远航运（香港）投 资发展有限公司作为投资主体，在广船国际有限公司（以下简称"广 船国际"）投资建造 1 艘 7 万吨级半潜船，项目总投资约 103,160 万元人民币。 本次交易未构成关联交易，也未构成重大资产重组。 本次交易无需提交公司股东大会审议批准。 二、交易对方简介 广船国际成立于 2 ...

根据《公司法》《证券法》及《国有企业、上市公司选聘会计师事 务所管理办法》等有关规定，中远海运特种运输股份有限公司（以下 简称"公司"）董事会审计委员会勤勉尽责，现将审计委员会履行监督 职责情况汇报如下： 一、会计师事务所基本情况 天职国际创立于 1988 年 12 月，总部北京，是一家专注于审计鉴 证、资本市场服务、管理咨询、政务咨询、税务服务、法务与清算、 信息技术咨询、工程咨询、企业估值的特大型综合性咨询机构。 天职国际首席合伙人为邱靖之，注册地址为北京市海淀区车公庄 西路 19 号 68 号楼 A-1 和 A-5 区域，组织形式为特殊普通合伙。 中远海运特种运输股份有限公司 董事会审计委员会履行监督职责情况报告 根据公司《董事会审计委员会工作细则》等有关规定，董事会审 计委员会对会计师事务所履行监督职责的情况如下： 2024 年 3 月 28 日，公司召开董事会审计委员会 2024 年第一次 会议，审议通过了《关于公司聘请 2024 年度审计师的议案》，对天职 国际及项目人员的专业资质、业务能力、投资者保护能力、诚信状况、 独立性、审计工作情况及其执业质量等进行了严格核查和评价，认为 其具备为公司提供 ...

证券代码：600428 证券简称：中远海特 公告编号：2025-019 中远海运特种运输股份有限公司 关于向募投项目实施主体提供借款 以实施募投项目的公告 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。 中远海运特种运输股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开了第八届董事会第二十五次会议、第八届监事会 第十五次会议，分别审议通过了《关于向募投项目实施主体提供 借款以实施募投项目的议案》，同意公司以募集资金向全资子公 司中远航运（香港）投资发展有限公司（以下简称"中远航运（香 港）"）以及洋浦中远海运特种运输有限公司（以下简称"洋浦中 远海运"）提供借款用于实施"租赁 29 艘多用途纸浆船项目"以 及"建造 1 艘 65,000 吨半潜船项目"。具体情况如下： 一、本次向特定对象发行募集资金的基本情况 经中国证券监督管理委员会《关于同意中远海运特种运输股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2024〕 1872 号）同意注册，公司向特定对象发行人民币普通股（A 股） 597,269, ...