中远海能2023年度报告

2023年度報告 P2P4 P5P7P10P14P16P17P26P27 P33P59P89P101 P105P111P113P116P118P120 P226P228 20166 6 LNG VLCC POOL LNGLNG50%(CLNG)LNG + 1. 80% LNGLNGLNGLNGLNGLNG 2. 202312 311562,306 LNGLNGLNG50%CLNGLNG202312 3183LNGLNG43720LNG40696LNGLNG COAPOOL LNG 1. 2023(IEA)2301.017(non-OECD)1801.019(non-OPEC) 2023 2023OPEC+6.2%(VLCC)2023OPEC+VLCCVLCC(TD3C)(TD20)(TD8)35,41639,71444,1632022110%39%71% 20239.6% 20231412022202225545%202315IMO2023390VLCC18 2. (1) 20231)20235.8%2) 202356,39911.0%3) (2) 2023 3.LNG 2023LNG4.132.8%LNG8,8808%LNG7,13212% 2023LNG4.742.0320234LNG(FID)4,100202347LNG6,0002%2023101,470162,120 2023LNG779LNGLNGFSRUFSUFLNGLNG6374.7%LNG11.120LNG7510LNG33752.9% 202312 311562,306328LNG43720 202317,259.31.0%5,304.91.2%219.118.0%154.21.7%11.233.5129.2%(EBITDA)93.542.6% 2023LNG COALNGLNGESG 1. (1) 2. (1) 2023139.222.6%41.5184.0%29.8%16.9 (a)VLCC6 (b)VLCCExxon MobilBP Shell (c) (2) 202361.74.7%14.915.2%24.1%2.2 (a)COA95%(b)(c) (3)LNG 2023LNG7.918.4% (a)LNGLNG6LNG3LNG2LNGLNG8321 (b)LNG217.4LNGLNGLNGLNGLNGLNG 2023154.21.71% 1. 2. 1. 8,662,352,0004,129,839,000110% 2. (i)(ii) 3. 5,627,218,0001,387,879,00033% 65%12% 1,817,264,000947,977,000 5. 30 831,437,000843,056,000 6. 703,736,0004,984,351,000734,232,0005,113,632,000 SOFR1.66%SOFR 2.45%LIBOR2.20%LIBOR1.40% 1212 7. 34453122,716,424,00023,845,935,0001,328,920,000425,436,000 15,725,723,00015,090,234,0003,891,235,0007,381,780,000 8. (1)4LNGLNG201178,200,00058,078,000 (2)LNG2014-2021202312 31290,653,0002,058,608,00011,393,00080,693,000 (3)20176LNG3377,500,0002,673,719,00012202312 31282,738,0482,002,549,000 9. 1%52,347,0006,953,000 10. 100149,280,000156,395,000 1. LNG234.8591.7 202312 31 2. 3. 5% 1. (1) 2024 IEA2024124OPEC+VLCC20244.1%7.3% (IMO)(EU ETS)20242VLCC1 (2) 2024 2024 (3)LNG 2024LNGLNGLNG5.3%2023-20289.1% 20243.5%FIDLNG202471LNG11%7002023-2028LNG9.5%10.7%LNG 2. LNGLNG 3.2024 202421.4472.9LNG6104.1LNG1542,335LNG49824LNG 20242024223158 4.2024 2024 (1) COA (2)LNGLNG LNGLNGLNGLNGLNGLNG (3) (4) (5) (6) (7) 1. 202314 2. COSO(Committee of Sponsoring Organization) 2023 3.2023 (1) 2023 (2) 5543 (3) 2023-2025202312 312023 (4) 20234892723 (5) 202314 202320232023 2018201812 2713335,460,000202311 2720189,264,660907,66010,172,3202018 202310 26202320232,808.19202310 264,770,776,3950.589% 1. C1 2. 469 10% 6707 3%102 3. (1) (a) (b) (c) (d) (e) (2) 228230 81228232 (i) (ii) (iii) (i)3.10A (ii)3.10(1) (iii)3.10(2) 3.10(1)3.10(2)3.10A 5156371.27%22728.73% (3) 4. 3.10 3.13 5. (1)(2)3.13(3)(4)(5) 6. C3 7. 1056 8. 9. C1 (1) 6 6/66/66/6 20222022202220222022202320222023202320232023202320232024 2 (2) (a) (b) 4202220232023202320232018 4/44/44/4 (3) 220222023 2/22/2 2/22/2 2/22/2 ESGESG 20231 (TCFD) 2023 3%3%201513.51(2) (a)(b)(c)(d)(e)(f)(g) 1 1/11/11/1 (5) 2019 320222022202320233.0 3/33/33/3 10. (1) 622 (2) 20236 29 (3) 2023202320222022202331020233502023660 20231750 (4) (5) (6) 571XIVA 11. 12. ABAB ABAB ABABABAB AB 153.29 13. 14. 1234 1.2.3.20204.2020 8 15. 16. LNG 1.111112 2.113115 3.3,348,717,0004,770,776,000 4.1,460,860,0004,767,407,000 111115 35 D25 714 (1) (2) (3) (4) (5) COA (6) (7) (8) (9) (10) 2732 101414158.833.481610.819.64 62257 1,000400 16 35 36 8,138,052,000 12,134,750,000 32 58.95%22.45%24.98% 77.32%50.06%52.41% 1234 1.2.3.20204.2020 228232 C1 4357,694,00064,104,0003 XV233365% 1.AAHHLSP 2.4,770,776,3951,296,000,000H3,474,776,395A 3.1,536,924,595A619,426,195AA17.83%12.98%2,156,350,790A 4.XV23Citigroup Inc.H4,671,761H3,444,350H100,966,401H XV352C3 (i) 1.AAHH2.L3.202312 314,770,776,3951,296,000,000H3,474,776,395A 1.AAHH2.L3.16,071,057,7523,313,313,000H12,757,744,752A13,575,938,0003,676,000,000H9,899,938,612A3,563,579,0851,465,971,4294.2,000H8,000ASong Jianfang10,000 XV352 XV23 40 14A14A 1.(1)(2)(3)(4)(5)9030 (1)(a)(b) (2)(a)(b)(a)(b) (3) (4)(a)(b)(c) 2.3111.5686884 3.3222224 4.37 5.3601 6.1.003 45.20% 202312 31 202312 31202312 31 1. (a)9,000,0003,928,572(b)3,000,0002,966,927 2. (a)100,00024,609(b)6,800,0006,752,869 3.(a)2,200,0002,199,064 4.(a)70,00057,694 (a)600529(b)10,0003,835 11 43 (1)(2)(3) 14A.563000740 (1)(2)(3)(4)42 (1)1149,900MR3.49(2)33114,200317.37(3)2264,90028.32629.18 7,911 35.9936.78 12% 39 201812 172018122713335,460,000 1. (1)(2)(3) 2. 1335% 3. 35,460,0000.88% 4. 201810 301% 5. 24 6. 2460 (EVA) 7. A6.05 (1)201712 19AA6.02(2)201712 1920A6.04(3)201712 19A6.01(4)201712 1930A6.05(5)A1.00 A0.056.056.00 A0.026.005.98 A0.045.985.94 A0.205.945.74 8. 9. (1)A4.50A9.27 (2)6.005.985.985.945.945.74 (3)20189,264,660907,66010,172,320 25% 1 8224 1. 612022 1. 2. (1) 202362222023220222023 (2) 20233 2023620222022202220222022202320222023202320232023202320232024 2 2. (3) 2023 20234202220232023202320232018 (4) 20233 20231 (5) 202332 2. (5) 20