招商局港口2023年年报

2023346113032505877838485878991204 46266 3 20231231 2023 Access Engineering PLCAccessEngineeringSLPASACLHAccess EngineeringSLPA70%15%15%5,8804.62SACLH 7 45%18.4520.21 8 (MSCI)CCCBB 10 PTNusantaraPelabuhan Handal TbkNPH51%6,1204.78NPH 11 202320231231 2023IMF2024120233.1%1.6%4.1%20230.8%20234 2023 1,231TEU1.9% 2023PT Nusantara Pelabuhan Handal TbkPORT51%ePort(SMP)2023+ 202341.760.2%23.770.6%17.990.3% 2023202213,748TEU20220.7%5.572.0%10,341TEU0.7%3,406TEU0.6% ESG2023ESG(MSCI)BB2023ESGESG2023 48227046.9%202475202467 20242024 2023114.828.5%2023862.3319.9%161.5924.2% Centerof Excellence (COE) 2024 2023 2024 2024328 0.9%GDP2023GDP0.5%2023GDP0.6%GDP1.4%20230.8%20234 2023IMF2024120233.1%20220.41.6%1.04.1%2023GDP2.5%0.6%2023GDP0.5%GDP0.3%GDP 2023GDP5.2%202341.760.2%23.770.6%17.990.3% (RCEP)20232.2%5.0%9.8% 2023(PMI)(BIMCO)20230.5%0.5%2023350220TEU2015170TEU20222024 2023 2023Drewry20231.0%Alphaliner20232027,799TEU0.4%16,950TEU2.1% 5,354TEU1.9%1,970TEU1,800TEU7.1%20.2%202331,034TEU4.9%1708.2% SMP2023ESGESG(MSCI)BB2023ESGESG2023 202330Colombo InternationalContainer Terminals LimitedCICTHIPG 2023ESGPT Nusantara Pelabuhan Handal TbkNPH51%Hambantota International Port Group(Private)LimitedHIPGCTOS5.0615ePort 20234AccessEngineeringPLC(BOT)3.9230.77CICT2023116,1204.78NPH51%NPH HIPG20231251351100%96% ePortSMPCTOSePortSMP 18.4520.2145% 95% SMP 202313,748TEU0.7%10,341TEU0.7%3,406TEU0.6%TCPParticipações S.A.TCPPortde Djibouti S.A.PDSAKumport Liman Hizmetleri ve Lojistik Sanayi veTicaretAnonimŞirketiKumport5.572.0%5.511.8% ePort ESGESGESGESGESGESGESG2023ESGESG 1,231TEU1.9%83321.4%88TEU0.9%3996.1%416TEU14.3% 1,144TEU5.0%2.511.2%1,065TEU13.9%1,3922.1%7,4643.4%822TEU3.1% 4,916TEU3.9%8,4017.5%166TEU47.7%2023845% 164TEU0.9%46221.0%36TEU7.2%9179.3%6202.0% 127TEU3.0%9,44513.6% 167TEU18.5% LoméContainer Terminal S.A.LCT160TEUTin-CanIsland Container TerminalLtd.32TEU5.7%PDSA89TEU39.7%4011.8%Kumport132TEU8.9%45209.0%Terminal Link SAS2,544TEU1.2% 20233,406TEU0.6%CICT325TEU1.0%HIPG7025%HIPG24689.8%TCP125TEU8.4% 2023820231231114.828.5%162.3361.5919.9%24.2% 202396%80%100%100%100% 20233413.4%675.6%19.7%0.3 202312311,723.1420221231495.793.8%20231231514.69202312311,021.55202212315.3% 20231231123.3110.1%28.4%49.3%5.8%2.5%3.9% 72.38 18.73194.18 2023123172.3817.6%20.3421.5%38.2425.696949.0471.08 2020103.50%63.875%220231092025109202310103.50%620231018 202312314,198,009,186194,626,140 20231231220.8% 20231231271.01 20231231363.0820221231345.29 2023123113.7020223.130.3420220.37202212319.28 2023BBB+Baa1 2023A2022A(MSCI)ESGBB2022CCC 202312317,7491554,5323,06221.2527.5% 2023 202320340 TCPHIPGLCT ESGESGESGESG 20242024IMF20243.1%1.5%4.1% (CBlue)CBlueC BlueCBlue6,000 2024 2024 CICTHIPGHIPG CTOSBTOSLPOSCTOSePort+SMP ESGESGESGCBlue NPH 202362F.2.2 20231231 20231231C1 F.2.2202362 *22023724 3.13 12 (i)(ii)(iii)(iv)(v) *12023724*22023724*32023724*42023321*52023724*62023724*72023724*8202362*92023321 ABC*12023724*22023724*32023724*42023321*52023724 *62023724*72023724*8202362*92023321 89 89 C3 95 (i)2023321(ii)2023724 20237242023724 *32023724 201232023 *4202362 *520231120233202023321 1. 2. 3. 4. 5. 3.13 (i)2023321 *22023724 (ii)2023724(iii)2023724(iv)2023724(v)2023724 20138 20191120181217 200512023 113513.921 202312317,7491,2516,49815 3. 4. 9 5. 1. 6. 2.(i)(ii) 7. 8. 9.17 10. E.1.52023123110 ESG 1.ESG ESG202212ESG2023 2.ESG 3.ESG 4.ESG 5.ESGESG 6. 7. 8.C2 9. 2023 (i)202212312023630(ii)(iii)(iv)20221231(v)2023(vi)2022 2023 1. 2. *12023321 *22023724 *3202362 *42023321 6.7.8.9.10.11.12.13. 3. 4. (i)(ii)(iii)(iv)(v)(vi) 5.(4) (i)(ii) 14. 20231231 15. 16. 7782 17. 18. 19. 20. 21. 22.C1 23. ESG www.cmport.com.hk 1421 20181217 2023622023 2023 40% 615616(i)2.5%(ii)506 *12023724*22023724*32023724*42023321*52023724*62023724*72023724*8202362*92023321 25 2024202452793039 16820038relation@cmhk.com2102 88882851 2173 5665685% Piraeus Port Authority S.A. 54MERCURY ESG 52 51NOL ESG ESG 58202130 5420072014520161TerminalLink SAS ESG 48 20236162023530202333202341 50MHJP1997319995201942022612022513142014123020195302016412016(MH)20217 202441 ACCA30(LVMH)(Heineken) 53JPHA360 20201020223ACCA20082009ACCA20202021 1992 60201910200019861219951120031120112 69MH20191020216 (AccentureConsulting forGreaterChina) 48201312202017121199862006320199811201011 44 ESG 522007 20231231 610112911293511293249 4042 5 83 20231122229 202475202467202312314820.15202260 195198 20231231 1,00020222,000 20237242023724 2943 16 20237242023724曉2023724 27 2023123132.34202234.80 202332120237242023622023321 3031 1129 5057 2023724 202261 202292 2022128 2023724 2023321 2023724 2023724 202362 2023321 89 95 2022622 20231231571352XV (1)20231231CMPGCMPGCMPGCMPG20202320222320272320231292027129http://www.szse.cn/120,00051,00072,000 20231231涂曉平 35220231231XV352 9 119121 20231231336XV23 1.C