Xin Lang Cai Jing·2025-08-28 21:08Core Viewpoint - The report highlights the resilience and growth of China COSCO Shipping Holdings Co., Ltd. in the face of global trade disruptions, showcasing its strategic focus on container shipping and digital supply chain integration [1][2]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 109.099 billion yuan, a year-on-year increase of 7.78% - The EBIT was 25.494 billion yuan, reflecting a growth of 3.40% - The EBIT margin reached 23.37% - The net profit attributable to shareholders was 17.536 billion yuan [1]. Business Strategy - The company continues to deepen its core container shipping business and digital supply chain operations, enhancing synergy between the two sectors to provide integrated logistics solutions [1]. - As of June 30, 2025, the self-owned container fleet comprised 557 vessels, with a total capacity exceeding 3.4 million TEUs [1]. - The company has demonstrated market sensitivity by dynamically adjusting capacity on key routes, including Far East to Northwest Europe and trans-Pacific routes, while expanding supply to emerging markets [1]. Port and Shipping Coordination - The company has strengthened its collaborative layout in global port hubs, enhancing its integrated service capabilities through effective "mainline + feeder" configurations at key ports like Qianhai and Piraeus [1]. Innovation and Sustainability - China COSCO Shipping is focused on customer needs, driving product innovation across the supply chain and integrating digital and green technologies to build a sustainable competitive advantage [2]. - The company has made significant strides in digital transformation and green low-carbon initiatives, including the order of 42 dual-fuel methanol-powered vessels with a total capacity of 780,000 TEUs [2]. Response to Global Trade Changes - The company is navigating profound adjustments in the global trade landscape, influenced by U.S. trade policies and geopolitical tensions, while also addressing the impacts of technological and green revolutions [2]. - The company aims to enhance its global digital supply chain operations and investment platform through core business upgrades, ecosystem development, and technological innovation [2].