CIMC(000039)2025-01-02 10:33Market Outlook - The global container trade is expected to grow by 7% in 2025, driven by strong demand from the U.S. and potential strikes at East Coast ports [3] - Factors such as trade volume growth, supply chain diversification, and increased container transport mileage will contribute to new demand [3] - The imbalance in container trade flow and the aging of containers will support ongoing demand [3] Order Status - The company currently has a full order book for containers, significantly better than the same period last year, with orders scheduled into Q1 2025 [3] Offshore Engineering Performance - Revenue from the offshore engineering segment increased by 77.75% year-on-year in the first three quarters of 2024, due to new orders entering the construction phase [3] - New orders signed in the offshore segment amounted to 7.4 billion as of the end of Q3 2024 [3] Drilling Platform Market - The drilling platform market remains strong, with limited supply growth and steady demand leading to tighter availability [4] - The company’s rental business for offshore assets has seen revenue and profit growth year-on-year, excluding interest [4] Capital Expenditure Plans - Capital expenditures are focused on updating and transforming fixed assets, including maintenance of existing equipment and new production lines in clean energy [4] - The company is actively seeking investment and acquisition opportunities in logistics and energy sectors, including modern automated logistics systems and clean energy solutions [4]