The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express regulatory departments, express delivery operators, media practitioners, express upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan)
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| Express Ecosystem Investment Group
On March 28, COSCO Shipping Holdings (601919.SH) announced that it would achieve operating income of 175.45 billion yuan in 2023, a year-on-year decrease of 55.1%, and a net profit attributable to the parent company of 23.75 billion yuan, a year-on-year decrease of 78.2%. In Q4, the company achieved operating income of 40.89 billion yuan, down 45.1% year-on-year, and net profit attributable to the parent company was 1.77 billion yuan, down 85.5% year-on-year. It is worth noting that in terms of dividends, the cash dividend is expected to be approximately RMB3.670 billion at the end of 2023, plus the cash dividend of approximately RMB8.196 billion that has been distributed to all shareholders in the middle of 2023, bringing the total cash dividend of the Company in 2023 to approximately RMB11.866 billion, which is approximately 50% of the Company's net profit attributable to shareholders of listed companies in 2023. In addition, the Company has repurchased 215 million ordinary shares through the secondary market, including 60.0 million A shares and 155 million H shares, of which 155 million shares have been cancelled as of February 23.
COSCO SHIPPING Holdings said that in 2023, the company will steadily promote high-quality transformation, actively lay out and explore new tracks, and achieve fruitful results in global development, full-link construction, digital and intelligent upgrading, and green and low-carbon transformation, and continue to improve its core competitiveness.
With the development of "globalization + full link", the core barriers continue to be high
In 2023, COSCO SHIPPING Holdings will focus on the integrated investment and operation of "shipping, ports and logistics" to effectively enhance the competitiveness of the company in serving the global industrial chain and supply chain, and continue to consolidate its industry-leading and world-class industry position.
On the one hand, COSCO SHIPPING Holdings continued to optimize the layout of its capacity and route network, and on the basis of continuously consolidating the operating advantages of the east-west trunk line, it accelerated the expansion of its service capabilities to emerging markets, regional markets and third-country markets, including opening up and upgrading the Europe-South America East self-operated routes, a number of RCEP member countries' routes, the Far East-Africa routes, the Kenya-Mozambique branch line, and the Mediterranean-North Africa branch line, accelerating the construction of the Chancay terminal in Peru, and signing an agreement to acquire part of the terminal equity in Sukona in Egypt. At the same time, with the 24,000 TEU environmental protection ships and 14,000 TEU Latin American extreme ships of its subsidiaries successively put into the Asia-Europe trunk routes and emerging market routes, the company's capacity has steadily increased to 3.04 million TEUs. It is worth noting that on February 27, the Ocean Alliance, jointly established by COSCO SHIPPING Lines, CMA CGM, Orient Overseas and Evergreen, announced that it would extend the cooperation period by at least 5 years to 2032, and released the DAY8 route product in mid-March, further enhancing COSCO SHIPPING Holdings' global service coverage.
On the other hand, COSCO SHIPPING Holdings accelerated the layout and construction of the digital supply chain service ecology, and effectively improved its full-chain service capabilities, and during the reporting period, COSCO SHIPPING Holdings achieved supply chain revenue other than sea freight of RMB29.048 billion, accounting for 17.3% of container shipping business revenue, an increase of 8.6 percentage points year-on-year. It should be said that after the new strategy was determined in 2022, in 2023, the construction of COSCO SHIPPING Holdings' supply chain has entered the fast lane, firstly, the overseas warehouse and multimodal transport system built around multiple hub ports have shown initial results, and the sea-rail intermodal transport services such as the Western Land-Sea New Channel and the China-Europe Land-Sea Express have been successfully upgraded; The operation scale of more than 5,000 trailers can be mobilized overseas, forming a customs service capacity covering 151 prefecture-level cities in China and 43 overseas countries, and launching nearly 100 online warehousing service products. COSCO Shipping Holdings said that in the future, the operation scale of trailers, customs affairs and warehousing will be expanded.
With the transformation of "digital intelligence + green and low-carbon", we will seize the new track and develop new quality productivity
In 2023, COSCO SHIPPING Holdings will anchor the two new tracks of "digital intelligence" and "green and low-carbon", accelerate transformation and upgrading, seize new tracks, cultivate new advantages, develop new quality productivity, and continuously improve global resource allocation capabilities and operational efficiency.
In the context of comprehensively promoting digital and intelligent transformation, SynCon Hub, an e-commerce platform under COSCO SHIPPING Holdings, integrates offline full-chain resources, and provides customized and personalized whole-process supply chain solutions for thousands of industries with the help of digital means such as customer digital portraits, supply chain control towers, and intelligent customer service platforms on the basis of batch building "Tai", "Heng", "Hongyunlai" and "Tong" series of combined products. During the reporting period, the freight volume of COSCO SHIPPING Holdings' vehicle exports, lithium batteries, photovoltaics, cross-border e-commerce and other industries increased by 146%, 56%, 24% and 75% respectively. The GSBN platform created and operated by COSCO SHIPPING Holdings has brought together many enterprises such as shipping, ports, banks, insurance, and cargo owners, and launched products such as blockchain bills of lading, paperless release, electronic insurance policies, and electronic cargo transportation condition appraisals, among which the issuance of blockchain electronic bills of lading has exceeded 100,000, and the paperless release service has accumulated more than 2 million TEUs, and the upstream and downstream enterprises in the supply chain have begun to build a blockchain ecology.
Anchoring the goal of green and low-carbon transformation, COSCO SHIPPING Holdings has integrated the practice of green and low-carbon transformation into the whole process of high-quality development. In terms of green fleet construction, the construction of 12 24,000 TEU methanol dual-fuel powered container ships has been carried out steadily, the signing of methanol dual-fuel transformation projects for 4 existing ships has been completed, and the world's first 700 TEU pure electric container ship has been officially put into operation. In terms of green terminal construction, 100% of the shore power of container berths in domestically held terminals has been fully covered, with a total of 4,060 power connections, an increase of 214% year-on-year. Based on the company's outstanding performance in environmental protection and sustainability, COSCO SHIPPING Holdings has won the "Sapphire" award, the highest award of the "Blue Whale and Blue Sky Protection Program" in the United States, for many consecutive years, and was selected as a constituent stock of the "CSI Guoxin Central Enterprises ESG Growth 100 Index" and the "Hang Seng Sustainable Development Enterprise Index Series" during the reporting period, establishing the image of a green carrier.
With the resonance of "company operation + market value management", the company's value is effectively released
In 2023, COSCO SHIPPING Holdings continued to focus on refined operation and management, and accelerated the company's cost reduction and efficiency increase, and the operating cost decreased by 32.68% year-on-year during the reporting period. At the same time, the company took advantage of its abundant cash to shrink its debt level in a rhythmic manner, and as of the end of 2023, the asset-liability ratio was 47.4%, a decrease of 3.02 percentage points from the end of the previous year, and the financial structure continued to be optimized. In addition, the dividends of equity investment projects that attracted the attention of all parties in the early stage continued to be released, and during the reporting period, COSCO SHIPPING Holdings' investment income reached 4.754 billion yuan, a year-on-year increase of 88.85%. This is also an important guarantee for COSCO SHIPPING Holdings to maintain its operational resilience in the downward cycle of the industry.
In terms of market value management, COSCO SHIPPING Holdings accelerated the implementation of relevant work to promote the high-quality development of listed companies of central enterprises, and continuously strengthened the recognition of the capital market by continuing to pay high-level cash dividends and repurchase and cancellation in Shanghai and Hong Kong. According to public information, within three years, COSCO SHIPPING Holdings is one of the few companies in the market that has adopted three means of major shareholders to increase their holdings, repurchase and dividends to show their confidence in development and improve shareholder returns. On the basis of the completion of the increase in holdings by major shareholders in the first half of 2023, COSCO SHIPPING Holdings launched the A+H repurchase on August 31, 2023, and repurchased a total of about 215 million A shares and H shares by the end of February 2024, and all the shares repurchased have been cancelled. In terms of dividends, the announcement shows that the company intends to distribute a year-end dividend of 0.23 yuan per share to all shareholders in 2023, plus the cash dividend that has been distributed to all shareholders in the middle of 2023, COSCO SHIPPING Holdings will distribute a total cash dividend of about 11.866 billion yuan in 2023, with a dividend payout ratio of 50%, reflecting the sincerity of continuing to return to shareholders.
In the face of 2024, which is full of opportunities and challenges, COSCO SHIPPING Holdings said that it will continue to focus on COSCO SHIPPING Group's vision of "accelerating the construction of a world-class shipping technology enterprise", focus on the positioning of "a global digital supply chain operation and investment platform with container shipping as the core", and actively promote comprehensive innovation in the three major areas of supply chain, intelligent interconnection, and green and low-carbon, so as to provide customers with better services. At the same time, the company said that it will continue to consolidate its sustainable development capabilities, comprehensively improve the level of corporate governance, and actively implement various market value management to create greater value for shareholders.
Express ecosystem
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Recently, the stock market continues to fluctuate, some criminals illegally make profits, harming the legitimate rights and interests of investors, I will increase the supervision of trading behavior, enrich the means of clue screening, make overall arrangements for special verification, strengthen the "penetrating" transaction monitoring, use multi-dimensional technical means to collect market intelligence, and carry out joint research and judgment with the Ministry of Public Security, and find a number of cases suspected of manipulating the market and malicious shorting.
An illegal gang controlled more than 100 securities accounts to manipulate a certain stock, used continuous pulling, reverse trading and other methods to affect the stock price, and then waited for the opportunity to clear the stock and smash the shipment, resulting in a flash crash and continuous decline in the price of individual stocks, with a total of 2.7 billion yuan sold and an illegal profit of about 130 million yuan.
The actual controller of an investment institution manipulated the prices of more than 20 stocks by suppressing stock prices, absorbing chips at a low level, and continuously pulling up, resulting in rapid fluctuations in the prices of individual stocks, and even extreme markets such as "sky flooring" within a day, from which the transaction illegally profited 140 million yuan.
A certain lawbreaker took advantage of his capital advantage and used hundreds of millions of yuan to frequently make false declarations for many futures products on the futures exchange, creating a false impression of trading, deceiving other investors, and taking the opportunity to sell them for a profit of more than 4,000 yuan.
The China Securities Regulatory Commission (CSRC) insists on responding quickly and resolutely investigating and dealing with illegal acts that affect the stable operation of the stock market and harm the legitimate rights and interests of investors.
Manipulating the market to maliciously short-sell, seriously eroding the people's "money bags", has stood on the opposite side of all stockholders, disrupting the normal rhythm of the healthy and stable operation of the stock market. The China Securities Regulatory Commission will maintain a high-pressure posture of "zero tolerance", resolutely crack down, and let those who dare to illegally manipulate and maliciously short sellers "go bankrupt and sit in prison". In this warning, don't defy the law and take the chestnut from the fire.
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The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express supervision departments, express logistics operators, media practitioners, express logistics upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan.
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