盛航股份(001205) - 2025年7月17日投资者关系活动记录表

Fleet Overview - The company controls a total of 52 vessels with a total capacity of 405,000 deadweight tons [1] - Breakdown of vessel types: - 33 domestic chemical tankers with a capacity of 210,000 deadweight tons - 13 product oil tankers with a capacity of 130,700 deadweight tons - 1 liquefied petroleum gas vessel with a capacity of 4,626 deadweight tons - Foreign trade chemical vessels with a capacity of 5,546.80 deadweight tons - There are 5 vessels under construction with a total capacity of 46,700 deadweight tons [1] Contract Execution - The company emphasizes large customer strategies, with COA contract fulfillment steadily increasing, constituting the main source of revenue [3] - Domestic COA contracts account for 70%-80% of annual business, ensuring stable revenue [3] - The company has expanded its foreign trade network, securing COA contracts from major petrochemical companies in countries like South Korea, Japan, and Singapore [3] Market Challenges and Responses - The domestic petrochemical industry is experiencing slowed growth and increased competition, leading to pressure on the hazardous chemical transportation sector [4] - Strategies to address these challenges include: - Deepening cooperation with existing clients and exploring new customers [4] - Updating vessel equipment and pursuing high-value chemical transportation [4] - Maintaining high safety standards and utilizing modern technology for management efficiency [4] - Investing in clean energy waterway transportation and optimizing route designs [4] Legal and Operational Impact - A lawsuit related to a Vietnamese terminal has not significantly impacted operations, as the involved vessel resumed operations in June 2024 [6] - The company has insurance coverage for the case, mitigating financial risks [6] Strategic Planning Post-Control Change - The company has established stable development goals and strategies focused on bulk liquid hazardous goods transportation [5] - Post-control change, management will enhance market development and optimize business layout [5] Performance Outlook - The company does not foresee any impairment risks for the year [7] - Investors are advised to refer to official disclosures for accurate information [8]