Market Overview - The Baltic Dry Index (BDI) has recently increased to 2259 points, marking a 7.47% daily rise and the highest level since June 27, 2022 [4] - The rise in BDI is attributed to increases in the indices for three benchmark vessel types: BPI, BSI, and BCI [4] - In the foreign trade market, coal prices have risen due to cold weather, while iron ore prices have shown a robust performance with some routes experiencing a 15% increase [4] - The domestic trade market is closely linked to the state of downstream industries, with coastal cargo throughput increasing annually [4] Company Fleet Development - The company operates 18 self-owned bulk carriers with a total capacity of 1.24 million tons [5] - Currently, there are 6 new ship orders, including 4 vessels of 73,800 tons and 2 vessels of 76,000 tons, adding over 400,000 tons of capacity [5] - The first green energy-efficient new ship is scheduled for delivery in March 2024, with subsequent deliveries every 2-3 months [5] Environmental Regulations and Company Response - The International Maritime Organization (IMO) environmental regulations effective from January 1, 2023, will accelerate the scrapping of older vessels and reduce the supply of effective capacity [6] - The European Union's carbon border adjustment mechanism (CBAM) will implement carbon taxes ranging from €12 to €75 per TEU starting January 1, 2024 [6] - The company is actively pursuing a green low-carbon transformation strategy, participating in ship design and research, and has been recognized as a "Green Ship Demonstration Unit" by CCS [6][7]
国航远洋(833171) - 投资者关系活动记录表