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双良集团与中远海运物流供应链签署战略合作协议
证券日报之声· 2025-03-27 14:10
双良集团成立于1982年,经过40余年的专注与创新,集节能环保、清洁能源、生物科技、新材料产业于 一体,拥有13家高新技术企业,双良节能、慧居科技2家上市公司,2家国家级专精特新"小巨人"企业, 曾两度荣获中国工业大奖,两项产品荣膺中国制造业单项冠军,是国家首批服务型制造示范企业,在高 端装备制造与清洁能源领域积淀了雄厚实力。 本报讯 (记者李亚男)近日,双良节能系统股份有限公司控股股东双良集团有限公司(以下简称"双良 集团")与中远海运物流供应链有限公司(以下简称"中远海运物流供应链")签署战略合作协议。双良 集团董事长缪文彬,中远海运物流供应链董事长、党委书记纪海东共同见证签约。双良集团执行总裁马 福林、中远海运物流供应链总经理、党委副书记蒋恺分别代表双方签约。 根据协议,双方将共同为完成国家"碳达峰、碳中和"宏伟目标,走以生态优先、绿色发展为导向的高质 量发展新路径,助力风、光、氢、氨、醇等新能源产业在国内及国际市场的协同高效发展。双方将坚 持"优势互补、平等诚信、互惠共赢、持续发展"的原则,就新能源全产业链项目建立战略合作伙伴关 系,在绿电氢氨醇一体化领域、国内外市场物流领域开展战略合作,进一步拓宽业 ...
中远海运:提升全业务链工作质效 持续推进巡视整改
中央纪委国家监委网站· 2025-03-26 04:41
"巡视整改是长期任务、系统工程,集中整改期结束不是巡视整改工作画句号,巡视整改必须常抓 不懈。"日前,在中国远洋海运集团召开的2025年全面从严治党暨纪检监察工作会议上,集团纪检监察 组刘鸿炜组长从强化政治监督、做实日常监督、严格执纪执法、深化纠治"四风"、抓实纪检监察工作规 范化法治化正规化建设等全业务链出发,对进一步推动中央巡视整改提出要求。 二十届中央第二轮巡视以来,集团各级纪检监察机构坚决扛起巡视整改政治责任,始终把自身整改 和整改监督同步推进,坚持两手抓、两手硬。在完成自身整改任务并持续巩固提升整改成效的同时,坚 持不懈对党组落实整改主体责任开展全方位、全过程监督,聚焦整改措施销号等关键节点,强化审核把 关,提出审核意见292条,推动集团巡视整改取得阶段性成效。 中远海运:提升全业务链工作质效 持续推进巡视整 改 企吃企"、违规关联交易等腐败案件,系统整治物资采购、招标投标、机务管理、工程建设、供应商管 理等重点领域腐败问题,严查新型腐败和隐性腐败问题,严肃查处滥用职权、玩忽职守、违规决策造成 国有资产重大损失问题。深入探索同查同治、一体纠治的有效办法,把风腐同查同治贯穿案件查办、警 示教育、整改纠 ...
中远海运_梳理 2025 年关键的上行和下行风险
2025-03-23 15:39
20 March 2025 | 4:00AM HKT COSCO SHIPPING Holdings (601919.SS) Framing the key upside and downside risks in 2025 | 601919.SS | 12m Price Target: Rmb15.30 | Price: Rmb14.26 | Upside: 7.3% | | --- | --- | --- | --- | | 1919.HK | 12m Price Target: HK$12.00 | Price: HK$12.02 | Downside: 0.2% | As highlighted in our Repositioning note, we believe data points suggest that rush shipments, which began from 4Q24 likely amid tariff impact concerns, may have already ended. Recall, we had expected a shorter time frame ...
中远海运控股股份有限公司 关于以集中竞价交易方式回购A股股份的进展公告
证券时报网· 2025-03-11 17:33
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: 注:根据董事会及股东大会通过的拟回购A股股份数量总额为5,000万股至1亿股,依照A股回购价格上 限人民币20元/股测算,预计A股回购金额为人民币10亿元~20亿元,实际使用的回购金额以后续实施情 况为准。 截至2025年3月11日,公司通过集中竞价交易方式已累计回购A股股份92,307,742股,占公司截至2025年 2月28日总股本的比例为0.58%,购买的最高价为人民币14.71元/股、最低价为人民币13.46元/股,累计 已支付的总金额为人民币1,294,439,216.70元(不含交易费用)。 本次回购符合相关法律法规的规定及公司既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股 份》等相关规定,在回购期限内根据市场情况择机做出回购决策并予以实施,同时根据回购股份事项进 展情况及时履行信息披露义务,敬请广大投资者注意投资风险。 特此公告。 中远海运控股股份有限公司董事会 2025 ...
中远海运科技与中交资管“数智高速联合创新实验室”正式签约
证券时报网· 2024-11-20 06:31
证券时报e公司讯,11月19日,中远海运科技与中交资产管理有限公司(简称"中交资管")在北京举 行"数智高速联合创新实验室"签约仪式。 双方围绕数智运营平台建设、智慧运营新模式、数字高速公路产业等方面进行了深入交流,并表示将以 此次联合创新实验室协议签署为新起点,形成更深层次、更深内涵的合作态势,携手推动高速公路数字 化、智能化转型实现高质量发展。 ...
中远海运汽车船队开启远东至南美西班轮航线
证券时报网· 2024-11-17 12:39
证券时报e公司讯,近日,在秘鲁钱凯港,中远海运特运旗下远海汽车船公司南美西班轮航线承运的首 批货物顺利送达目的地港口。 远海汽车船公司南美西班轮航线正式开通,将极大提升两地间商品车、重大件设备等货物的运输效率。 这也是远海汽车船公司继波斯湾航线、东南非航线、欧洲航线开通后的第四条班轮航线。 ...
中远海运与正大集团、复瑞渤集团签署绿色甲醇生产合作备忘录
证券时报网· 2024-11-16 05:27
Company Collaboration - China COSCO Shipping Group, Thailand's Charoen Pokphand Group, and Freepoint Commodities LLC signed a memorandum of understanding (MOU) on green methanol production [1] - The collaboration aims to deepen cooperation in green energy for shipping and utilize Southeast Asia's abundant biomass resources [1] - The partnership will establish a green methanol production base that meets EU standards, supporting COSCO Shipping's renewable energy transition and energy structure optimization [1] Industry Impact - The initiative leverages advanced industry-leading technology to produce green methanol, aligning with global sustainability trends in the shipping sector [1] - The project highlights the growing importance of renewable energy sources in the maritime industry, particularly in reducing carbon emissions [1]
摩根士丹利:中远海运_母公司将以自有资金和专项贷款增持CSE-A股权
摩根大通· 2024-10-24 10:13
HK) October 20, 2024 07:47 PM GMT M Update COSCO SHIPPING Energy Transportation | Asia Pacific Parent to Increase Stake in CSEA with Own Funds and Special Loans What's new: On October 20, CSE announced its parent COSCO Shipping Group (45.2% stake in CSE) will increase its A-share holdings in the next 6 months for a total consideration of Rmb679mn-Rmb1,358mn, funded through own funds and special loans, echoing the launch of PBOC's relending program. Our take – positive: • On its latest market close, CSE's pa ...
摩根士丹利:中远海运能源运输_风险回报更新
摩根大通· 2024-10-13 16:43
October 8, 2024 04:46 PM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
中远海运20240705
2024-07-07 13:07
Financial Data and Key Metrics Changes - The company achieved a revenue growth of 1.4% in the first quarter, with domestic terminal revenue increasing by 6.8% and maintaining a gross margin of 38.6% [22][11] - Despite a decline in overseas terminal revenue, strategic adjustments led to a 6.6% growth in operations in Spain and other regions [22][25] - As of the end of March, total assets were approximately $940 million, with 44% in RMB and 18% in EUR [5] Business Line Data and Key Metrics Changes - The Yellow Sea region contributed the most to profits, with a 6.8% increase; the Yangtze River and Southeast regions showed varying degrees of profit changes [5][22] - The Southeast region saw a significant profit increase of 64% due to strong performance at the Xiamen terminal [5] - The company reported a healthy net return ratio of 31.2% and capital expenditures of approximately $91 million in the first quarter [5] Market Data and Key Metrics Changes - The company’s port business grew by 8% year-on-year by May, outperforming the global average, with a notable 10% growth in China [12][22] - Global trade volume is expected to grow by about 3% in 2024, following a period of destocking in 2023 [11][23] Company Strategy and Development Direction - The company is actively promoting the development of 5G smart ports, with implementations in multiple locations and plans for global expansion to enhance efficiency and reduce costs [12][22] - The focus is on integrated business expansion, with existing logistics parks in various regions and a commitment to further develop smart port initiatives [18][22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future performance, citing a positive growth trend in global economy and port trade, particularly in Europe and the US [13][22] - The company emphasized the importance of maintaining operational efficiency amid challenges such as the Red Sea crisis [12][25] Other Important Information - The company’s pricing model is based on contractually agreed quantities, with discounts for larger volumes [12][16] - The company has six 5G smart ports, with four located in China and plans for additional ports in the Middle East [26] Q&A Session Summary Question: How is the situation with overseas terminals? - The Yellow Sea region has the largest profit share with a 6.8% increase, while the Yangtze region saw a decline due to high fixed costs at the Wuhan terminal [5] Question: How did the company perform in terms of throughput during the pandemic? - The company achieved a throughput growth of approximately 4.4%, significantly higher than the global average of about 1% [15][23] Question: What are the company's future acquisition plans? - The company evaluates financial feasibility and local political stability before pursuing acquisitions [7][8]