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调研速递|盐田港接受线上投资者调研,回应多项业务与发展要点
Xin Lang Cai Jing· 2025-09-29 10:12
Core Viewpoint - Shenzhen Yantian Port Holdings Co., Ltd. held a performance briefing for the first half of 2025, addressing various investor concerns and highlighting ongoing projects and financial strategies [1] Group 1: Infrastructure and Business Development - The Huizhou-Yantian Expressway expansion project has been completed, with a 25-year toll approval received in 2022, and the company is actively working on increasing toll rates [2] - The company expects LNG refueling business to generate at least 1.5 billion yuan in profit from 2025, with actual profits to be calculated based on operational performance [2] - The company holds a 14.06% stake in Haixia Co., making it the second-largest shareholder, and is focused on benefiting from the Hainan Free Trade Port policies without plans to reduce its stake [3] Group 2: Shareholder Returns and Financial Management - The company emphasizes market value management and shareholder returns, having distributed over 7 billion yuan in cash dividends since its listing, with a plan to distribute at least 50% of distributable profits as dividends from 2024 to 2026 [4] - For the 2025 interim period, the company plans to distribute 0.88 yuan per share (before tax), amounting to an expected total of 458 million yuan in dividends [4] Group 3: Market Impact and Financial Performance - The company believes that the new port docking fees in the U.S. will have minimal impact on its operations, as it is a preferred port for ultra-large vessels in South China and one of the busiest container terminals globally [5] - The net cash flow from operating activities decreased by 51.99% year-on-year for the first half of 2025, primarily due to a one-time compensation received in the previous year, but adjusted figures show a 77.26% increase [6] - As of June 30, 2025, the total number of shareholders was 64,982, with unrestricted shares accounting for 60.83% of the total share capital [6] Group 4: Strategic Initiatives - The company is making progress in the Yangtze River Economic Belt, with plans to establish a new port company in Jiangsu in 2024, and aims to enhance its project portfolio and network layout [7] - To address revenue pressures, the company is implementing different strategies in the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt, including diversifying operations at various ports to improve performance [7]
深圳:拓展欧洲、大洋洲、非洲国际海运航线 加密跨境电商海运快线
news flash· 2025-06-04 01:35
近日,深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方 案》。其中提出,增强国际运输服务能力。拓展欧洲、大洋洲、非洲国际海运航线,加密跨境电商海运 快线。扩大国际航行船舶保税燃料油、LNG加注业务规模,带动上下游多元经营主体国际化发展。依 托低空智能基础设施,探索深港跨境直升机飞行、应急救援公益服务等通用航空业务。争取扩大国际快 递业务(代理)经营许可审批权限。 ...