Core Insights - Fleet utilization for July 2025 was reported at 79% [1] - Safe Eurus, Safe Notos, and Safe Zephyrus achieved 99% commercial uptime in Brazil during July [1] - Safe Caledonia delivered 100% commercial uptime at the Captain Field in the UK [1] - Safe Boreas is currently in Singapore preparing for an upcoming contract in Australia [1] Company Overview - Prosafe is a leading owner and operator of semi-submersible accommodation vessels [2] - The company is listed on the Oslo Stock Exchange under the ticker code PRS [2] - For further inquiries, contact CEO Terje Askvig or CFO Reese McNeel [2]

出售事项预计将产生即时现金流入，可提升公司财务灵活性以支持未来战略发展。完成交易后，所得款 项将用于减少未偿还债务、改善流动资金状况、强化公司执行新战略计划的能力。此外，出售事项将减 轻与该船舶维护相关的巨额成本，包括但不限于保险费用、入坞检修费用及日常维护开支。通过减轻这 些营运负担，公司将在项目执行中提升效率与灵活性，实现效益增长。 该船舶自2015年一月起由集团拥有。该船舶主要用于公司海洋工程服务板块，执行海底管线铺设、海上 运输及海上结构安装等项目。 海隆控股(01623)发布公告，于2025年8月11日，卖方(公司间接全资附属公司海隆船运控股有限公司)与 买方(PT CAKRA BUANA RESOURCES ENERGI TBK)订立协议备忘录，据此，根据协议备忘录所载的 条款及条件，卖方有条件同意出售而买方有条件同意购买该船舶，代价为1亿美元。 ...

该船舶主要用于公司海洋工程服务板块，执行海底管线铺设、海上运输及海上结构安装等项目。就此而 言，董事会认为该船舶不属于创收资产，因此不存在可识别的收入来源。 格隆汇8月11日丨海隆控股(01623.HK)公告，于2025年8月11日，卖方海隆船运控股有限公司(公司间接 全资附属公司)与买方PT CAKRA BUANA RESOURCES ENERGI TBK订立协议备忘录，据此，根据协 议备忘录所载的条款及条件，卖方有条件同意出售而买方有条件同意购买该船舶，代价为1亿美元。 ...

该船舶自2015年一月起由集团拥有。该船舶主要用于公司海洋工程服务板块，执行海底管线铺设、海上 运输及海上结构安装等项目。 出售事项预计将产生即时现金流入，可提升公司财务灵活性以支持未来战略发展。完成交易后，所得款 项将用于减少未偿还债务、改善流动资金状况、强化公司执行新战略计划的能力。此外，出售事项将减 轻与该船舶维护相关的巨额成本，包括但不限于保险费用、入坞检修费用及日常维护开支。通过减轻这 些营运负担，公司将在项目执行中提升效率与灵活性，实现效益增长。 智通财经APP讯，海隆控股(01623)发布公告，于2025年8月11日，卖方(公司间接全资附属公司海隆船运 控股有限公司)与买方(PT CAKRA BUANA RESOURCES ENERGI TBK)订立协议备忘录，据此，根据协 议备忘录所载的条款及条件，卖方有条件同意出售而买方有条件同意购买该船舶，代价为1亿美元。 ...

Core Viewpoint - 博迈科's financial performance in the first half of 2025 shows a significant decline in revenue and profit compared to the previous year, indicating potential challenges ahead for the company [1][3]. Financial Performance Summary - In the first half of 2025, 博迈科 achieved operating revenue of 1.04 billion yuan, a decrease of 1.66% year-on-year [1][3]. - The net profit attributable to shareholders was 12.39 million yuan, down 80.42% from the previous year [1][3]. - The net profit after deducting non-recurring gains and losses was 750,000 yuan, a decline of 99.09% year-on-year [1][3]. - The net cash flow from operating activities was -27.84 million yuan, compared to 49.71 million yuan in the same period last year, reflecting a significant drop [1][3]. - As of the end of 2025, the net assets attributable to shareholders were 3.17 billion yuan, a decrease of 1.78% from the end of the previous year [3]. - Total assets were reported at 4.79 billion yuan, down 11.84% from the previous year [3]. Previous Year Comparison - In 2024, 博迈科 reported operating revenue of 2.64 billion yuan, an increase of 46.76% year-on-year [5]. - The net profit attributable to shareholders in 2024 was 100.55 million yuan, a turnaround from a loss of 75.48 million yuan in the previous year [5]. - The net profit after deducting non-recurring gains and losses was 115.39 million yuan, compared to a loss of 71.90 million yuan in 2023 [5]. - The net cash flow from operating activities in 2024 was 11.87 million yuan, a decrease of 97.69% from the previous year [5]. Dividend Distribution - 博迈科 plans to distribute a cash dividend of 2.50 yuan per 10 shares to all shareholders, with the record date set for May 22, 2025 [4].

Group 1: Military and Aerospace Industry Overview - The military informationization is a core support for modern military power development, aiming to enhance combat efficiency and battlefield awareness through information technology [3] - The "14th Five-Year Plan" emphasizes the development of intelligent and informationized weapon systems, with military equipment demand expected to exceed 250 billion yuan by 2025 [3] - The commercial aerospace sector is recognized as a key component of national strategic emerging industries, with a focus on promoting its healthy development as part of building a strong aerospace nation [4] Group 2: Key Players and Market Dynamics - China Shipbuilding Group, formed by the merger of CSIC and CSSC, is the largest shipbuilding group globally, benefiting from the growing demand in the marine economy [2] - Major suppliers in the military informationization sector include Rockwell Collins, Lockheed Martin, and Northrop Grumman globally, while domestic players include China Electronics Technology Group and Aviation Industry Corporation of China [3] - The A-share aerospace and military sector saw significant growth, with a 7.2% increase in national defense budget reaching 1.66 trillion yuan in 2025, marking a golden period for the industry [9] Group 3: Technological Innovations and Trends - The commercial aerospace industry is integrating satellite communication, navigation, and remote sensing technologies into various sectors, driving the rapid development of emerging industries like low-altitude economy and tourism [4] - Companies like SpaceX are leading technological innovations in the global commercial aerospace wave, while Chinese aerospace firms are exploring new development models [4] - The shift from traditional single-satellite development to batch production and low-cost manufacturing in satellite production is crucial for enhancing market competitiveness [4] Group 4: Investment Opportunities - Companies such as AVIC Shenyang Aircraft Corporation and Aerospace Technology are expected to benefit from the concentration of military equipment orders and international trade in high-end equipment [9] - Focus on companies with leading advantages in technology breakthroughs and industrial revolutions, such as AVIC High-Tech in carbon fiber and Guangqi Technology in metamaterials [10] - The integration of military and civilian technologies is creating a dynamic balance between national security and economic development, with significant implications for investment strategies [5][8]