Financial Performance - Clean Energy revenue significantly increased by 222% YoY[9], reaching RMB 9626 million[9] - Basic Earnings Per Share Increased to RMB 0278 per share[12] - Net Asset Value (NAV) per Share increased to RMB 6540 per share[14] - Annualised ROE Increased by 1pp to 97% YoY[15] - Overall Cash Conversion Cycle (CCC) was 25 days[18], optimised by 11 days YoY[18] Segment Results and Orders - Clean energy reportable segment profit increased significantly by 295% YoY[31], reaching RMB 560 million[31] - Newly signed orders for clean energy totaled RMB 897 billion[40], with offshore clean energy accounting for RMB 324 billion[40] - Backlog orders of clean energy stood at RMB 2520 billion[43], up 10% YoY[43] - Newly signed orders for liquid food reached RMB 690 million[40], a 62% QoQ increase from Q1 to Q2 in 2Q25[40] Business Highlights and Outlook - China's LNG imports declined by 206% YoY[59] to 3011 million tons[59] - The global tank container fleet reached 882023 units[147], representing an increase of 396% compared with 2024[147] - CLPT completed a new round of private placement in July 2025[154], raising RMB 110 million[154] and adding 19079434 new shares[154]
中集安瑞科(03899) - 2025 H1 - 电话会议演示