智通财经APP讯，乐舱物流(02490)发布公告，于2026年2月27日，本公司与上海外高桥(上海外高桥造船 有限公司)及中船贸易(中国船舶工业贸易有限公司)订立2026年造船协议，上海外高桥及中船贸易须按照 2026年造船协议中详述的规格建造、下水、装备和完成已收购船舶(2026年造船协议项下预期将建造的 两艘船号分别为H1664及H1665的大型集装箱船舶，每艘运力为11000TEU)，并在完成及试航后向本公 司出售及交付已收购船舶。 鉴于本集团经营深海航线的经验，董事相信已收购船舶将能够补充现有船队并使本集团能够大幅降低每 TEU销售成本、向客户提供具竞争力的价格并在当前波动的市场状况下提高可持续性。当跨境物流服务 需求旺盛时，本集团可能会部署已收购船舶在多条主要航线，以提供自营跨境物流服务。当市况出现波 动时，由于已收购船舶具有良好的适应性及规模经济，本集团可能会考虑租出已收购船舶以维持稳定的 盈利能力。 （原标题：乐舱物流(02490)拟收购两艘大型集装箱船舶） ...

乐舱物流(02490)发布公告，于2026年2月27日，本公司与上海外高桥（600648）(上海外高桥造船有限公 司)及中船贸易(中国船舶工业贸易有限公司)订立2026年造船协议，上海外高桥及中船贸易须按照2026年 造船协议中详述的规格建造、下水、装备和完成已收购船舶(2026年造船协议项下预期将建造的两艘船 号分别为H1664及H1665的大型集装箱船舶，每艘运力为11000TEU)，并在完成及试航后向本公司出售 及交付已收购船舶。 鉴于本集团经营深海航线的经验，董事相信已收购船舶将能够补充现有船队并使本集团能够大幅降低每 TEU销售成本、向客户提供具竞争力的价格并在当前波动的市场状况下提高可持续性。当跨境物流服务 需求旺盛时，本集团可能会部署已收购船舶在多条主要航线，以提供自营跨境物流服务。当市况出现波 动时，由于已收购船舶具有良好的适应性及规模经济，本集团可能会考虑租出已收购船舶以维持稳定的 盈利能力。 ...

Group 1 - The core point of the article is that Lehang Boundless, a subsidiary of 乐舱物流, has entered into a framework agreement with Blue Anchor to transfer all rights and obligations under a shipbuilding agreement for 2024, with a total payment of $170 million, of which $68.64 million will be paid to Lehang Boundless [1] - The agreement involves the replacement of Lehang Boundless as the buyer under the 2024 shipbuilding agreement, with Blue Anchor taking over all rights and obligations [1] - The sold vessel is a large container ship with a capacity of 14,000 TEU, which is the subject of the framework agreement and the replacement agreement [2] Group 2 - The transaction is viewed as an excellent opportunity for the company to realize the value of the sold vessel early, with an expected net income of approximately $20.1 million [2] - This income is anticipated to enhance the company's cash flow and further strengthen its financial stability, providing significant financial benefits [2]

Core Insights - The article highlights the rapid development and investment potential of the Tongzhou Bay Demonstration Zone in Nantong, which has transformed from a coastal wasteland into a thriving industrial hub, attracting numerous companies and investments [1][6][7]. Group 1: Industrial Development - Tongzhou Bay has become a key area for high-end equipment manufacturing, with companies like Nantong Huaten Intelligent Equipment Manufacturing Co., Ltd. focusing on large-scale, modular, and intelligent shipbuilding [2][3]. - The region's geographical advantages, including direct access to maritime transport, have attracted companies such as Tiens Wind Power, which invested 2 billion yuan to acquire Jiangsu Changfeng Marine Equipment Manufacturing Co., Ltd. to enhance its offshore wind power capabilities [3][4]. Group 2: Economic Growth - The GDP growth rate of the Tongzhou Bay Demonstration Zone has consistently led Nantong City, with a reported growth of 11.8% in the first half of 2025 [7]. - Over the past three years, key economic indicators such as industrial electricity consumption and fixed asset investment have also ranked first in Nantong City, with 59 projects signed and registered this year alone [7]. Group 3: Talent Attraction and Employment - The local government has implemented various policies to attract talent, including financial incentives for young professionals, which has led to a significant increase in the local workforce [10]. - The influx of talent is evident, with the floating population in Tongzhou Bay increasing from 10,000 in 2021 to 45,000 over four years, indicating strong development potential [7]. Group 4: Infrastructure and Services - The local government is actively improving infrastructure and services to support industrial growth, including expanding port facilities and streamlining administrative processes for companies [8][9]. - Companies have reported positive experiences with government support, which has facilitated their operations and resource management [9].