CMES(SH:601872) 智通财经网·2025-09-25 09:28Core Viewpoint - China Merchants Energy Shipping Company (招商轮船) has received its first large LNG carrier, "Haiyun," marking a significant step in its strategy to develop a proprietary LNG fleet and enhance its core competitiveness and profitability [1] Group 1: Company Developments - The company received a 175,000 cubic meter LNG carrier on September 24, 2025, in Dalian, which is part of its first batch of two energy-efficient LNG carriers ordered in 2022 [1] - The delivery of "Haiyun" is a milestone in the company's dual-driven development strategy for LNG transportation, aimed at seizing strategic opportunities [1] Group 2: Strategic Implications - The development of a proprietary LNG fleet will support the stable growth of the company's core oil and gas, as well as dry bulk businesses, further enhancing its profitability [1] - This initiative aligns with the company's goal of establishing a "weak cycle growth-type shipping platform" [1]