中国外运二零二三年中期报告

20230.1457,294,216,875A49,280,00020231,050,515,846.88202348.37% ✔ ✔ 2023 20234 571350566072798085 1.2.3.4.2023 2023年上半年亮點 合同物流 11.6%8.2%16.5%收入業務量分部利潤 海運代理 SINOTRANS LIMITEDSINOTRANS 772023731 510B8610 522957218610 52296519ir@sinotrans.com 510B8610 522957218610 52296519ir@sinotrans.com 200211 2043510B100029www.sinotrans.comir@sinotrans.com www.sse.com.cnwww.hkexnews.hk510B10 ✔ 8A9158F408•97914188183171712–171613320FG1 AH ✔ 2023478.3713.33%21.726.73%–20192.411.61 100% ✔ 1––1–– ✔ ✔ 1. 2 202368 202369,7001105014 70 11 3. B2CB2B–, 1 202320223.1%20232.1%202320231.7%20222.7%122.6% 2023(GDP)59.305.5%2.5%8.2%0.7%4.210.8%20.12.1%11.463.7%8.640.1% 2 20232023160.64.8%20%2023651.7%0.2 3 202320230.8%20222.820231.494.8%Alphaliner2023202220231–649.15%27.99%20232023(CCFI)2023CCFI1,009.4469.31% 4 (IATA)202238.1%8.7%20235,7804.2%2023122.98.6%2023–2024IATA20239.9%69.7%35 5 20238,64193.616%30%49.943.72023 2023214.6194.4% 6 20238.2202317.48202215.711.34%B2C202326.1% 1. 321,300400200114,400400704266 2. 3. 70 4. 5. AAAAA 6. IT+++TOP302023200%99.9%56.6834 2023 2023478.3713.33%21.726.73%–20192.411.61 1 11.65%8.38% 2 (1) (2) 10.642.78.38%15.26%30.04%54.01%43.20% (3) 11.65%8.15%16.53%2.68%71.89% (4) 6–KLG (5) TOP30202356.6 3 4 – 2023147.68149.105.584.5422.91%16.53%27.37%71.89% 11.65%8.15%16.53%10 – 2023283.47332.4814.74%12.1012.684.58%201940% 10.68.38%15.26%30.04%54.01% – 202347.2270.3332.87%0.891.5442.56% ––50% 20232,127.81,905.8294.4360.1168.5164.144.142.4 2023625.4666.642.79.639.47.421.919.01,346.81,361.01,079.21,081.1 202315,365.715,551.7110.069.18.67.6 ✔ 2023495.48563.40440.26509.8755.2253.531.935.40 20237.977.741.911.211.061.640.04 20229.115.791.430.550.060.260.420.02 202314.633.630.934.022.028.663.94 20225.9214.620.4412.761.370.643.68 2. ✔ ✔ ✔ 2. ✔ (1)201.4725.85%(2)✔ 3. ✔ 1.248,040.002,579.051,131.37610.43 2920156262023630 3,340.54 1.732.10 4. ✔ 1. ✔ 97.0685.2711.7913.82%– (1)✔(2)✔ ✔ ✔✔✔✔✔ 2 ✔ ✔ 1. 2. 3. 4. 5. 1 2 3 4 ✔ 1 5.335.533.63% 2 8.795.581.1320.09 3 20236301.3721314 4 20236300.17202212 310.76 2. 5 202363085.982022123184.2912.453.4416.6353.4554.24 20236 3040.61202212 3140.6420.62 20236 30273637 6 3. 7 20236 3050.43%202212 3152.62%2023630 8 9.7663 9 202363032,597202212 3133,341 1,042,32281,490576,490524,147 3140 10 (1) 2022202320230.1457,294,216,875A49,280,0001,050,515,846.88202348.37%(www.sse.com.cn)2023 AH202320238 1820238241.00=0.9316H20230.155620231019 20239 18H20239122023918H2023911H1831717121716 (2)H 200811H10% H20117410%10%H10% HHHH H[2016]127HH20%HH 11 12 20212022H2022A20225 31HH214,488,700 11,586,000H0.16%H0.57%2.752.5029,973,450 ✔ ✔ 1202351220222023H2023A 2022(1)2022(2)2022(3)2022(4)2022(5)2023(6)2022(7)2023(8)2023(9)H(10)H(11)(12)2023(13)1013 220237312023(1)(2) ✔ 120237 3120232023731 220237312023 320236 16 420238 14 52023720237720237 7202377 620238 8 100101.45100 10. 2022 20222023512202220227,294,216,87549,280,000A20220.10726,735,817.502023628 2 0 2 21 11 82 0 2 20 . 1 0731,031,835.52 20220.201,457,767,653.02 ✔ ✔ ✔ ✔ ✔ 2023112023630 426 202361613.51B 12023772023731 211614 3 520238 14 20236 30 20237 72023731 20236 303 20236306 20236 301 20236 301 20237 72023731 20236 3028 2023772023731 2023112023630 ✔ ✔ 1.✔ 2.✔ 3.✔ ✔ ✔ 2023 ✔ 2023 LNG– LNG575%1020234MW11372,037kVA800 ✔ •1,000 •(9)(10)(8) •52 ✔ 1 2 3 4 5 610% 7A A2025117(www.sse.com.cn)(www.hkexnews.hk)202110272021111120211130 8 930 10180 11 12H 132019115(www.sse.com)A2018 ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ 1✔ 2 ✔ (1)202010 28202111202312 31202125202232.5202342.25202135202245.5202359.157.6218.44 (2)202010 28202111202312 31 (3)20201028202120234050202363012.612.67 (4)20201028–-––420211120231231 20201222(www.sse.com.cn)(www. hkexnews.hk)2020102820201222 3 ✔ ✔ ✔ ✔ 2020102820211120231231501002,00045.184.0622.2720201222(www.sse.com.cn)(www.hkexnews.hk)2020102820201222 1. ✔ 2. ✔ 3. ✔ 4. ✔ ✔ ✔ 1.✔2.✔ 3.✔ ✔ 20235 18100%3.6211%89%11% 100%100%49%3.9413%13%87% (www.sse.com.cn)(www.hkexnews.hk)2023518 2 ✔ 202210272023120H60,888,000202321060,888,0007,294,216,875 202351220222023H2023A7,294,216,875 (www.sse.com.cn)(www.hkexnews.hk)20232102023512 3 ✔ 4✔ ✔ 72,057 A71,930H127/ 20236 30XV23336 (1)202363058.48%1,600,597,439A2,472,216,200A107,183,000H85,795,000H107,183,000H106,683,000HSinotrans Shipping Inc.500,000H (2)Pandanus Associates Inc.273,761,000H52,297,000H (3)LSV ASSET MANAGEMENTLSV ASSET MANAGEMENT128,648,800H42,669,000H (4)Brown Brothers Harriman & Co.Brown Brothers Harriman & Co.164,020,190H (5)The Bank of New York Mellon Corporation111,474,741H46,345,237H 2023630 336XV23 ✔ ✔ ✔ ✔ ✔ 20236 30XV78352 12023630%2023630% 22022125 3202377202377 XV78352 ✔ ✔ ✔ ✔✔✔ 2. ✔ 3.✔ 5.✔ ✔ 3.✔ 5. ✔ 10%✔ ✔ 20236 30 20226 30 20226 30 20236 30 20236 30 20236 30 20236 30 20236 30 20236 30 2023