Group 1: Company Performance - In 2024, the company benefited from an active global economy and rising international freight rates, leading to improved operational performance compared to 2023 [3] - As of the end of September, the company's foreign trade revenue accounted for over 75%, with self-owned shipping capacity in international trade routes exceeding 70% [3] - The company expects a net profit of approximately 81 million to 91 million yuan for the first three quarters of 2024, representing a year-on-year increase of 943.42% to 1072.24% [5] Group 2: Market Trends and Capacity Planning - The dry bulk shipping foreign trade market has shown a positive upward trend this year, with the company maintaining flexibility in its route layout, focusing on international long-haul routes in Europe, South America, and Australia [4] - The company plans to increase its foreign trade shipping capacity in response to market conditions, with new capacity being deployed accordingly [4] - The shipping industry is expected to face increased barriers due to stricter decarbonization policies and the introduction of "carbon taxes" on international routes, which may lead to localized supply shortages [5][6] Group 3: Future Outlook - The dry bulk shipping market is anticipated to experience a favorable upward trend in freight rates this year and next, driven by limited growth in new capacity and regional supply tensions due to unforeseen events and weather factors [6]
国航远洋(833171) - 投资者关系活动记录表