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招商輪船(601872.SH)一季度預盈12.3億-13.59億元 同比增長113%-125%
格隆匯 04-10 16:15

格隆匯4月10日丨招商輪船(601872.SH)公佈,公司預計2022年第一季度實現歸屬於上市公司股東的淨利潤為12.30~13.59億元,同比增長113%-125%;預計歸屬於上市公司股東的扣除非經常性損益的淨利潤為12.22~13.51億元,同比增長230%-265%。

2022年第一季度業績預計出現增加的主要原因為:

1、幹散貨及集裝箱航運市場雖然受新冠疫情、俄烏戰爭及中國春節等因素衝擊,但市場在淡季仍然保持了較高景氣度。公司幹散貨船隊佈局合理、經營表現出色,業績跑贏市場指數,經營盈利與去年三季度旺季基本持平;亞洲區域內集裝箱市場高位震盪,公司集裝箱船隊繼續體現了優秀的經營能力,淨利潤同比增長約182%。

2、LNG船業務投資收益穩定,未受到外部環境變化影響。

3、由於俄烏戰爭的爆發及其危機的演變,國際油輪市場呈現復甦勢頭。近期,中小船型帶動VLCC市場運費率回升,Aframax市場暴漲。公司油輪業務一季度預計僅錄得小幅虧損。

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