中远海控：二季度单箱成本环比第一季度略有下降

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. has announced significant investments in methanol dual-fuel vessels and is actively working on carbon emissions trading in the EU [1] Group 1: Fleet Expansion and Modernization - The company has ordered a total of 42 methanol dual-fuel vessels with a capacity of 780,000 TEUs [1] - Plans are in place to retrofit existing vessels to methanol power, aiming to optimize fleet structure [1] - The self-operated container fleet has reached 557 vessels, with a total capacity exceeding 3.4 million TEUs [1] Group 2: Financial Performance - In Q2 2025, the cost per container showed a slight decrease compared to Q1 2025 [1] - However, revenue per container experienced a decline due to market supply-demand fluctuations and U.S. tariff policies [1] Group 3: Future Deliveries - The company holds new vessel orders totaling 910,000 TEUs, which are scheduled for delivery between 2025 and 2029 [1] Group 4: Environmental Initiatives - The company registered as a member of the European Energy Exchange by the end of April 2025, indicating a commitment to participating in the EU ETS for shipping carbon emissions trading [1]