Performance Forecast - The company expects a net profit attributable to shareholders of between 55,000 million and 59,000 million yuan for the first half of 2025, representing a decrease of 63,034 million to 67,034 million yuan compared to the same period last year, which is a year-on-year decline of 51.66% to 54.93% [1][2] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between 54,600 million and 58,600 million yuan, a decrease of 44,184 million to 48,184 million yuan compared to the previous year, reflecting a decline of 42.99% to 46.88% [2] Previous Year Performance - In the same period last year, the total profit was 140,427 million yuan, with a net profit attributable to shareholders of 122,034 million yuan and a net profit after deducting non-recurring gains and losses of 102,784 million yuan [1] - The earnings per share for the previous year were 0.2532 yuan [1] Reasons for Performance Decline - The international refined oil transportation market has been affected by multiple factors, leading to a significant drop in freight rates year-on-year. For instance, the average Time Charter Equivalent (TCE) for the MR TC7 route (Singapore to East Coast Australia) was approximately 37,717 USD/day in the first half of 2024, while it is expected to drop to about 19,101 USD/day in the first half of 2025, marking a decline of 49.36% [1]

【文/观察者网专栏作者 心智观察所】 在全球造船业的百年激荡中，主导权的更迭总是伴随着技术、规模与国家意志的碰撞。从19世纪的英国，到 战后的日本，再到20世纪末的韩国，造船业王冠几度易主。 如今，历史的车轮滚滚向前，中国以雷霆万钧之势，彻底终结了韩国长达20年的霸主地位。2024年，中国造 船业以74.7%的新船订单份额，全面改写全球造船版图。 全球造船业的历史，是一部大国工业实力的竞逐史。 这不仅是一场产业的胜利，更是中国综合国力崛起、全球贸易格局重塑的生动写照。究竟是什么让中国造船 业从边缘玩家成长为无可撼动的全球王者？这场与韩国的14年博弈，又如何演变为中国的"碾压"之势？ 从"三国杀"到"双龙会"：中韩造船的14年激战 以江苏靖江为例，这个县级市成为中国造船业的缩影。2022年，靖江造船完工量占全球9.3%、全国19.7%， 新接订单量占全球10.2%、全国18.5%，手持订单量占全球10.7%、全国21.8%。靖江的扬子江船业和新时代造 船分别位列全国手持订单和完工量第一，2023年更是签下中国民营船企首单LNG运输船订单，打破了韩国在 高端船型领域的垄断。 靖江的成功，源于其"错位竞争"策略：聚 ...

润邦股份分析师会议 调研⽇期：2025年05⽉29⽇ 调研⾏业：专⽤设备 参与调研的机构：毕升基⾦、国信资管等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB WHER: AREE: 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜 ...

江苏润邦重工股份有限公司 投资者关系活动记录表 编号：2025007 证券代码：002483 证券简称：润邦股份 | | 成公司新的业绩增长点，增强公司的综合竞争力和整体抗风险 | | --- | --- | | | 能力。预计通州湾装备制造基地将于今年下半年开始逐步投入 | | | 使用，公司将根据市场拓展情况合理安排通州湾装备制造基地 | | 的产能。 | | | | 6、问：公司目前港机订单情况如何？ | | 答：公司自 | 年收购卡尔玛（Kalmar）港口集装箱起重机 2022 | | | 业务以来，快速整合资源，积极拓展市场。目前港机业务发展 | | | 迅猛，在手订单充足，市场拓展情况良好，产销规模持续提升。 | | 7、问：2024 | 年度分红较之上年又有了显著增加，具体原因是 | | 什么？ | | | | 答：公司近年来处于持续成长期，十分重视通过分红回报股东， | | 综合公司 | 年度盈利情况、未来发展的资金需求、行业情 2024 | | | 况以及股东投资回报等因素，为了更好的回馈股东，所以较之 | | | 以往进行了更多的分红。 | | | 未来，公司将继续聚焦主业发展，持续增强核 ...

经审议，中远海能董事会批准下属全资子公司上海中远海能化工运输有限公司在武昌船舶重工集团有限 公司投资建造1艘9200载重吨不锈钢化学品船，总投资约人民币1.91亿元（合同船价约为人民币1.8亿 元，含税）。 该项目投资来源于自有资金（约人民币4726.6万元）和外部融资，其中，自有资金部分由中远海能向上 海中远海能化工运输公司增资的方式解决。 中远海能指出，根据内部测算及评估，该项目经济可行、风险可控，有利于优化公司化学品船队结构和 业务布局、提升整体盈利能力。 据了解，上海中远海能化工运输有限公司（原上海金海船务贸易有限公司）成立于1988年12月，是我国 第一家专门从事散装化学品国际、国内运输的船公司，主营东南亚、东北亚外贸，内贸沿海航线，公司 对化学品船舶管理积累了丰富经验。 官网数据显示，截止到2025年1月，该公司自有、期租及在建运力共计9艘8.3万载重吨，其中自有运力6 艘、5.94万载重吨,在建1艘11500载重吨不锈钢化学品船，期租2艘。 武昌造船是国家重要的海洋工程特种船舶及公务船建造基地，是中小型油化船和支线集装箱船生产建造 基地，是我国重点军工企业和以船舶建造为主体的大型现代化企业，在公 ...

Summary of Key Points Core Viewpoint - 中远海能 is actively investing in expanding its fleet and enhancing its service capabilities in the chemical and renewable energy sectors, as evidenced by recent board approvals for significant projects [1][2][3]. Trading Information - On May 23, 中远海能 experienced a net outflow of main funds amounting to 25.20 million yuan, while speculative and retail investors saw net inflows of 11.25 million yuan and 13.96 million yuan, respectively [1][2]. Company Announcements - The board of 中远海能 approved the construction of a 9,200-ton stainless steel chemical tanker with a total investment of approximately 191 million yuan, which will be financed through a combination of self-funding and external financing [3]. - The company also approved the establishment of a joint venture in Dalian for the West Zhongdao Chemical and New Energy Storage Logistics Park project, with a total investment of about 683 million yuan, where 中远海能 will hold a 55% stake [3].

Group 1 - The stock price of China Merchants Energy Shipping Company (中远海能) closed at 10.1 yuan on May 23, 2025, down 4.27% from the previous week [1] - The company's total market capitalization is 48.185 billion yuan, ranking 7th out of 35 in the shipping and port sector and 274th out of 5148 in the A-share market [1] Group 2 - The company held its seventh board meeting on May 23, 2025, where two key proposals were approved [2] - The first proposal involves the investment in a new 9200-ton chemical tanker, with a total investment of approximately 191 million yuan, funded by 47.266 million yuan of the company's own funds and the remainder through external financing [2] - The second proposal is for the establishment of a joint venture for the West Zhongdao Chemical and New Energy Storage Logistics Park project, with a total investment of approximately 683 million yuan, where the company will contribute about 208.04 million yuan for a 55% stake [3]

Core Points - The company held its seventh board meeting of 2025 on May 23, 2025, where all nine directors participated and approved several investment proposals [1][3][8] Group 1: Investment in Chemical Tanker - The board approved the investment for the construction of a 9,200-ton stainless steel chemical tanker by its wholly-owned subsidiary Shanghai Zhongyuan Marine Chemical Transportation Co., Ltd. The total investment is approximately RMB 191 million, with the contract price around RMB 180 million, including tax [1][2] - The funding for this project will come from the company's own funds (approximately RMB 47.27 million) and external financing, with the company's contribution being resolved through capital increase to Shanghai Zhongyuan [1][2] Group 2: Investment in Chemical and New Energy Logistics Park - The board approved the investment plan for the West Zhongdao Chemical and New Energy Storage and Logistics Park Phase I project by its wholly-owned subsidiary Dalian Zhongyuan Marine Energy Supply Chain Co., Ltd. The joint venture will be established with a government investment platform and hydrogen energy production enterprises, with a registered capital of RMB 378.25 million, where Dalian Zhongyuan will contribute approximately RMB 208.04 million for a 55% stake [4][5] - The total investment for the logistics park project is approximately RMB 683 million, funded by both self-owned funds (RMB 378.25 million) and external financing [5]

Core Points - The company held its seventh board meeting of 2025 on May 23, 2025, where all nine directors participated and approved several key proposals [1][2] - The board approved the construction of a 9,200 deadweight ton stainless steel chemical tanker by its wholly-owned subsidiary Shanghai Zhongyuan Marine Chemical Transportation Co., Ltd., with a total investment of approximately RMB 191 million [1][2] - The funding for the chemical tanker project will come from the company's own funds and external financing, with the company's contribution being approximately RMB 47.27 million [1][2] - The board also approved a project for the establishment of a chemical and new energy storage logistics park by its subsidiary Dalian Zhongyuan Marine Energy Supply Chain Co., Ltd., with a total investment of approximately RMB 683 million [2] - The company will hold a 55% stake in the joint venture for the logistics park, contributing approximately RMB 208.04 million [2] - Both projects are deemed economically feasible and controllable in terms of risk, aimed at optimizing the company's chemical tanker fleet structure and enhancing overall profitability [2]

众所周知，特朗普十分"爱美元"，甚至威胁如果哪个国家敢"去美元化"，就提高关税，在大方向层面这 属于提振美元资产价值。 例如，美国从未建造过由多个部件组成的不锈钢化学品船，用于运输不同的化学品。自20世纪80年代中 期以来，集装箱船的尺寸已远远超过3600标准箱的运力，而美国目前还没有建造能够运载超过3600标准 箱的集装箱船的计划。 如果硬搞，美国内部认为要让美国汽车业恢复昔日的辉煌，需要10至20年的时间，才能获得必要的劳动 力、现代车队技术和专业知识，并承诺提供税收激励(或补贴)，以保持销售成本在全球的竞争力。 与此同时，他还特备喜欢关税，认为国与国之间的利益主要是关税，为此他的货币政策重点在于让非货 币升值，加大美国出口。 市场不禁会问：那美元该贬值还是该升值呢? 事实上，在对外策略上，特朗普的经济策略矛盾点不仅这个-特朗普发动关税战，尤其是针对中国的， 致使货物进口大降，货架商品奇缺，这在未来最大的隐患是通胀再燃。 但他也签署了另一个法案，基本上和中国船有关的货只要停靠美国，就要收费，而且是阶梯型的，这个 问题如果长期执行，势必会极大影响美国出口，那么自己的货只能自己吃，这又在催生通缩。 这么看来， ...