Group 1 - Company announced that its wholly-owned subsidiary BWO plans to lease two semi-submersible accommodation platforms, "Hua Ye Long" and "Hua Shang Long," to subsidiaries of China Merchants Industry [1] - The semi-submersible accommodation platforms are crucial for offshore engineering projects, providing living accommodations and operational support, addressing industry pain points such as accommodation shortages and transportation difficulties in deep-sea areas [1] - The international oil and gas market is experiencing a recovery, leading to increased demand for semi-submersible accommodation platforms, particularly in traditional production areas like Brazil, the North Sea, West Africa, Southeast Asia, and the Gulf of Mexico [2] Group 2 - BWO has signed a bareboat charter agreement with China Merchants Industry's subsidiaries, leveraging its unique advantages in ultra-deepwater operational management to enhance cooperation and generate higher returns [2] - The transaction will deepen the strategic partnership between the company and Petrobras, as BWO will provide the leased platforms and operational management services for Petrobras projects [2] - The company currently has two idle accommodation platforms but finds leasing the platforms in this transaction more advantageous in terms of adaptability and economic benefits [2]

当前，国际油气市场呈持续回暖态势，全球兴起新一轮开发热潮，巴西、北海、西非、东南亚和墨西哥 湾传统油气主产区开发力度增大，直接推动了半潜式起重生活平台等海工船舶的市场需求增长。在此背 景下，巴油于2025年发布了5座生活平台的租赁需求。截至目前，本公司自有2座闲置的生活平台。但是 从适配性及经济性层面考量，租赁本次交易标的平台具备更显著的优势，且可为本集团带来更高收益。 本次交易中，BWO与招商工业下属海龙十六号公司、海龙十七号公司签署《光租合同》，租赁本次交 易标的。BWO经过多年项目实践，在超深水领域的专业化运营管理方面形成了独特优势，结合本次交 易标的对于巴油项目的适配性，BWO与招商工业通过此次合作实现优势互补，同时本集团亦能通过此 次合作获取相应收益。BWO后续将把本次交易标的提供给巴油，并同步为巴油提供平台运营管理服 务。因此，本次交易也深化了本集团与巴油之间的战略合作关系。 本集团的金融及资产管理业务板块运营各类海工船舶资产。本次交易涉及的半潜式起重生活平台是海工 船舶中海上支持平台的重要细分类型，兼具生活保障与工程辅助双重属性。其核心价值在于破解海上固 定设施住宿资源短缺、深海区域交通接驳不便 ...