理解市场 | 中远海能涨超 4% 定增落地提升未来运力规模 公司国际航运竞争战略价值凸显
COSCO SHIPPING Energy's stock price rose by more than 4%, with an increase of 3.96% as of the time of publication, trading at HKD 9.7, with a turnover of HKD 89.6657 million. According to the announcement, the company has completed the issuance of A-shares to specific targets in 2025, raising nearly HKD 8 billion, which is planned to be used for building new ships, enhancing capacity and market competitiveness. The industry fundamentals are improving, and OPEC+'s production increase will drive demand for crude oil trade, enhancing COSCO SHIPPING Energy's strategic value in the international shipping market
According to Zhitong Finance APP, COSCO SHIPPING Energy (01138) rose over 4%, and as of the time of writing, it was up 3.96%, priced at HKD 9.7, with a transaction volume of HKD 89.6657 million.
In terms of news, Huayuan Securities pointed out that on October 15, according to COSCO SHIPPING Energy's announcement, the company has completed the issuance of A-shares to specific targets for 2025, with a final issuance of 694,444,444 shares at an issuance price of RMB 11.52 per share, raising a total of RMB 7,999,999,994.88 (net amount RMB 7,979,510,279.32); the issuance targets included 7 entities, including the indirectly controlling shareholder COSCO Shipping Group (subscribing for 347,222,222 shares, accounting for 50.0%, with a lock-up period of 18 months) and 6 institutions such as the National Green Development Fund and Guoxin Development. The funds raised will be used to build 6 VLCCs, 2 LNG carriers, and 3 Aframax crude oil tankers, which are expected to help optimize the fleet structure and layout of clean energy, ensuring the company's future capacity scale and market competitiveness.
The firm continued to indicate that from an industry fundamental perspective, OPEC+ has accelerated production increases since April, with production quotas potentially increasing by 2.2 million barrels per day in September. The implementation of increased production is expected to drive down crude oil prices, accelerate refinery inventory replenishment during the off-season, and further boost crude oil trade demand, injecting momentum into the oil transportation market. Additionally, after the U.S. imposed port service fees on Chinese shipping companies and Chinese-built vessels, China has responded by levying a "special port fee" on U.S. vessels in accordance with regulations. Against this backdrop, the strategic value of Chinese shipping companies such as COSCO SHIPPING Energy is highlighted, which is expected to seize the initiative in international shipping competition and provide further assurance for stable performance growth
