Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in its net profit for the fiscal year 2025, driven by market recovery and non-recurring gains [1] Financial Performance - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, with a growth rate of 55% to 90% [1] - The expected net profit excluding non-recurring gains for 2025 is estimated to be between RMB 500.5 million and RMB 560.5 million, showing a slight year-on-year change of -0.2% to 12% [1] - In the fourth quarter of 2025, the net profit excluding non-recurring gains is expected to rise by RMB 377 million to RMB 977 million, with an increase of 22% to 57% compared to the same period last year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the following factors: 1. The oil tanker fleet is expected to capitalize on market recovery opportunities, with operating profits in the fourth quarter projected to increase by 200% to 230% year-on-year [1] 2. Significant growth in non-recurring gains is expected due to various factors, including profitable disposal of old vessels and fair value changes from the acquisition of Antong shares, which will start being accounted for using the equity method in the fourth quarter [1] 3. The dry bulk and ro-ro fleets are expected to experience a temporary decline in operating profits during the reporting period [1]

Core Viewpoint - The company expects a net profit attributable to shareholders of 6 billion to 6.6 billion yuan for the year 2025, representing a year-on-year growth of 17% to 29% [1] Group 1: Profit Growth Drivers - The anticipated growth in 2025 is primarily due to the oil tanker fleet capitalizing on market recovery, with expected operating profit in the fourth quarter projected to increase by 200% to 230% year-on-year [1] - The company expects a significant increase in non-recurring income during the reporting period, driven by factors such as the disposal of old vessels yielding good returns and the acquisition of Antong Holdings shares, which is expected to realize fair value changes in the third quarter and will be accounted for using the equity method starting in the fourth quarter [1] - The dry bulk and ro-ro fleet is expected to experience a temporary decline in operating profit during the reporting period [1]

智通财经APP讯，招商轮船(601872.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为60亿元至66亿元，同比增长17%至29%。 公司2025年度业绩预计出现增长的主要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同 比预计增加200-230%。2、受益于多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置 老旧船舶实现良好收益、收购安通股份股票三季度实现公允价值变动收益(四季度开始按权益法核算) 等;3、干散货船队、滚装船队预计报告期经营利润阶段性有所下滑。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in net profit for the fiscal year 2025, projecting a range of 6 billion to 6.6 billion yuan, which represents a year-on-year growth of 17% to 29% [1] Financial Performance - The company anticipates that the net profit attributable to shareholders in the fourth quarter of 2025 will increase by 962 million to 1.562 billion yuan, reflecting a growth of 55% to 90% compared to the same period last year [1] - The operating profit of the tanker fleet has seen substantial growth year-on-year, capitalizing on the market recovery [1] Non-Recurring Income - There has been a notable increase in non-recurring income, primarily due to the disposal of old vessels, which yielded significant returns, as well as gains from changes in the fair value of previous stock investments [1] Segment Performance - The operating profits of the dry bulk fleet and the roll-on/roll-off fleet have experienced a temporary decline during the reporting period [1]

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in its net profit for the fiscal year 2025, driven by market recovery and non-recurring gains from asset disposals and investments [1] Financial Performance Summary - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, reflecting a growth rate of 55% to 90% compared to the same period last year [1] - The net profit excluding non-recurring gains is expected to be between RMB 500.5 million and RMB 560.5 million, showing a slight decline of 0.2% to an increase of 12% year-on-year [1] - In the fourth quarter, the net profit excluding non-recurring gains is projected to rise by RMB 377 million to RMB 977 million, indicating an increase of 22% to 57% year-on-year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the oil tanker fleet capitalizing on market recovery, with expected operating profits in the fourth quarter increasing by 200% to 230% year-on-year [1] - The company expects a substantial increase in non-recurring gains during the reporting period, driven by the disposal of old vessels and gains from the acquisition of Antong Holdings stock, which will start being accounted for using the equity method in the fourth quarter [1] - The dry bulk and ro-ro (roll-on/roll-off) fleets are expected to experience a temporary decline in operating profits during the reporting period [1]

人民财讯1月8日电，招商轮船（601872）1月8日公告，公司预计2025年度实现归属于上市公司股东的净 利润为60亿元—66亿元，同比增加17%—29%。2025年四季度实现归属于上市公司股东的净利润与上年 同期相比，预计增加9.62亿元—15.62亿元，预计增加55%—90%。公司2025年度业绩预计出现增长的主 要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同比预计增加200%—230%。2、受益于 多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置老旧船舶实现良好收益、收购安通 股份股票三季度实现公允价值变动收益(四季度开始按权益法核算)等。 ...

证券之星消息，1月8日航运港口板块较上一交易日上涨0.56%，招商轮船领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流出3.09亿元，游资资金净流出3544.58万元，散户资 金净流入3.44亿元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601975 招商南油 | | 1.4216 | 16.67% | -6638.73万 | -7.78% | -7585.02万 | -8.89% | | 600026 中远海能 | | 2411.87万 | 2.48% | -3703.21万 | -3.81% | 1291.35万 | 1.33% | | 601298 | 青岛港 | 2127.80万 | 14.18% | -2043.30万 | -13. ...

招商轮船公告，预计2025年度实现归属于上市公司股东的净利润为人民币60亿元到66亿元，与上年同期 相比，预计增加8.93亿元到14.93亿元，同比增加17%到29%。2025年四季度实现归属于上市公司股东的 净利润与上年同期相比，预计增加9.62亿元到15.62亿元，预计增加55%到90%。预计公司2025年度实现 归属于上市公司股东的扣除非经常性损益的净利润为人民币50.05亿元到56.05亿元，与上年同期相比， 预计增加-1000万元到5.9亿元，同比增加-0.2%到12%。2025年四季度实现归属于上市公司股东的扣除非 经常性损益的净利润与上年同期相比，预计增加3.77亿元到9.77亿元，增加22%到57%。 ...

证券代码：601872 证券简称：招商轮船 公告编号：2026[002] 招商局能源运输股份有限公司 关于AFRAMAX油轮新船交付的公告 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。 2026年1月6日，招商局能源运输股份有限公司（下称"公司"）在大连船舶重工集团有限公司（下称"大 连造船"）订造的新一代节能环保型AFRAMAX 油轮"凯仪"轮在大连交付。 公司在2023年5月19日召开的第六届董事会第二十二次会议审议通过了《关于新建2艘AFRAMAX船舶的 议案》，董事会批准公司在大连造船新建2艘新一代节能环保型 AFRAMAX 油轮。"凯仪"轮系其中的第 一艘。具体情况请见公司2023年5月20日和2023年5月27日发布的《招商轮船第六届董事会第二十二次会 议决议公告》《招商轮船关于新建AFRAMAX船舶的公告》，公告编号：2023[034]号和2023[037]号。 截至本公告发布之日，公司拥有油轮在手订单15+1艘，其中动力定位穿梭油轮1+1艘，自有VLCC 订单 5艘、长期租入VLCC订单 3艘，自有AFRAM ...

证券代码：601872 证券简称：招商轮船 公告编号：2026[002] 2026 年 1 月 7 日 2026 年 1 月 6 日，招商局能源运输股份有限公司（下称"公司"） 在大连船舶重工集团有限公司（下称"大连造船"）订造的新一代节 能环保型 AFRAMAX 油轮"凯仪"轮在大连交付。 公司在 2023 年 5 月 19 日召开的第六届董事会第二十二次会议审 议通过了《关于新建 2 艘 AFRAMAX 船舶的议案》，董事会批准公 司在大连造船新建 2 艘新一代节能环保型 AFRAMAX 油轮。"凯仪" 轮系其中的第一艘。具体情况请见公司 2023 年 5 月 20 日和 2023 年 5 月 27 日发布的《招商轮船第六届董事会第二十二次会议决议公告》 《招商轮船关于新建 AFRAMAX 船舶的公告》，公告编号：2023[034] 号和 2023[037]号。 "凯仪"轮采用最新一代节能环保型设计，配备脱硫洗涤塔。"凯 仪"轮等新一批 AFRAMAX 油轮的交付有利于显著改善公司油轮尤 其是 AFRAMAX 油轮船队结构，公司 AFRAMAX 船队的规模、服务 客户的能力、与 VLCC 船队的协同、节能 ...