Core Viewpoint - Fujian Haitong Development Co., Ltd. plans to raise no more than 210 million yuan for the purchase of dry bulk carriers, with the issuance directed towards companies controlled by the actual controller Zeng Erbin [1][2] Group 1: Issuance Plan Compliance - The issuance targets two companies, Dayunming Investment and Dalan Investment, both controlled by Zeng Erbin, who holds 51% of their shares [2] - The funding will come from shareholder contributions and stock pledge loans, with Zeng Erbin's family having over 70 million yuan in self-owned funds and a stock pledge financing of 140 to 210 million yuan [2] Group 2: Fundraising Project Focus - The fundraising aims to acquire three ultra-flexible dry bulk carriers, adding approximately 170,000 deadweight tons of capacity, with an internal rate of return of 11.27% and a static investment payback period of 6.32 years [3] - The project aligns with the "Hundred Ships Plan" strategy, targeting a fleet of 100 self-owned vessels by 2028-2029 [3] - The company currently operates 45 self-owned vessels with a total capacity of 3.1412 million deadweight tons, ranking seventh among domestic shipping companies [3] Group 3: Financial Performance - From 2022 to 2024, the company's revenue grew from 2.046 billion yuan to 3.659 billion yuan, with a compound annual growth rate of 33.72% [4] - The gross margin fluctuated significantly due to market price volatility, dropping from 40.06% to 20.05% during the same period [4] - In the first half of 2025, despite a 30% year-on-year decline in the BDI index affecting net profit, revenue increased by 6.74% to 1.8 billion yuan due to fleet expansion [4] - Accounts receivable reached 219 million yuan by the end of 2024, with a 100% collection rate from major clients in the energy and steel industries [4]

太平洋航运(02343)发布公告，于2025年第三季度，集团的核心业务取得小灵便型及超灵便型干散货船 按期租合约对等基准的日均收入分别为11680美元及13410美元，其按年变动分别为减少15%及增加 10%，与上半年的按期租合约对等基准日均收入相比则分别为增加6%及增加10%。 于2025年第三季度，集团以具吸引力的价格行使两艘以长期期租合约租入的现有小灵便型干散货船及一 艘以长期期租合约租入但尚未交付的超大灵便型干散货船的购买权。集团亦于本季度获交付两艘在日本 建造并以长期期租合约租入的新建造、64000载重吨超灵便型干散货船。上述货船均在日本建造，并附 带以固定租金及价格延长租赁期及购买的选择权。于2026年，集团可选择行使四艘小灵便型干散货船的 购买选择权，而按当前市场价值计算，这将有助集团以具吸引力的价格更新自有船队。 集团一直在外聘顾问的协助下，检视美国贸易代表署于2025年4月制定并公布的301条款计划，包括附件 一涉及对中国拥有或经营的船隻加征港口费的条款。集团已主动在可控范围内采取措施，务求保护集团 的业务，并确保太平洋航运能继续以具竞争力的价格自由无阻地进出及通过包括中国及美国在内的所有 ...

于2025年第三季度，集团以具吸引力的价格行使两艘以长期期租合约租入的现有小灵便型干散货船及一 艘以长期期租合约租入但尚未交付的超大灵便型干散货船的购买权。集团亦于本季度获交付两艘在日本 建造并以长期期租合约租入的新建造、64000载重吨超灵便型干散货船。上述货船均在日本建造，并附 带以固定租金及价格延长租赁期及购买的选择权。于2026年，集团可选择行使四艘小灵便型干散货船的 购买选择权，而按当前市场价值计算，这将有助集团以具吸引力的价格更新自有船队。 集团一直在外聘顾问的协助下，检视美国贸易代表署于2025年4月制定并公布的301条款计划，包括附件 一涉及对中国拥有或经营的船隻加征港口费的条款。集团已主动在可控范围内采取措施，务求保护集团 的业务，并确保太平洋航运能继续以具竞争力的价格自由无阻地进出及通过包括中国及美国在内的所有 安全港口及国家，以为全球客户提供服务。 太平洋航运(02343)发布公告，于2025年第三季度，集团的核心业务取得小灵便型及超灵便型干散货船 按期租合约对等基准的日均收入分别为11680美元及13410美元，其按年变动分别为减少15%及增加 10%，与上半年的按期租合约对等基准日均 ...