乐舱物流拟收购两艘大型集装箱船舶

Core Viewpoint - The company has entered into a shipbuilding agreement with Shanghai Waigaoqiao and China Ship Trading to construct two large container ships, each with a capacity of 11,000 TEU, which is expected to enhance operational efficiency and competitiveness in the market [1] Group 1: Shipbuilding Agreement - The company signed a shipbuilding agreement on February 27, 2026, with Shanghai Waigaoqiao and China Ship Trading for the construction of two large container ships, designated H1664 and H1665 [1] - The ships will be built according to the specifications detailed in the agreement, and upon completion and sea trials, they will be sold and delivered to the company [1] Group 2: Operational Impact - The company believes that the newly acquired ships will supplement the existing fleet and significantly reduce the cost per TEU, allowing for competitive pricing [1] - The company plans to deploy the acquired ships on major routes to provide self-operated cross-border logistics services when demand for such services is high [1] - In volatile market conditions, the company may consider leasing the acquired ships due to their adaptability and economies of scale to maintain stable profitability [1]