10 year1On October 28th, COSCO Air and Sea signed an agreement with COSCO Shipping Group to acquire 4.93% shares of Shanghai Port Group held by COSCO Shipping Group at the transaction price of1894.4 billion yuan; COSCO Air and Sea signed an agreement with COSCO Group to acquire 3.24% shares of Guangzhou Port held by COSCO Group at a transaction price of 779 million yuan.

On the same day, COSCO Aerospace announced that its holding subsidiary had signed a shipbuilding agreement to build 12 24000TEU methanol dual-fuel container ships with a total price of 2,878.2 million US dollars (equivalent to 206,366,548.38+200 million yuan).

Cosco Aerospace said that in the future, the company will further promote the transformation from container route operation to container full supply chain operation, and strive to provide customers with more diversified and personalized green and low-carbon digital supply chain solutions of "container shipping+port+related logistics", and strive to enhance the company's anti-risk ability and core competitiveness.

In addition, COSCO Aerospace 65438+1released the third quarterly report on the evening of October 28th, saying that in the first three quarters of 2022, the company achieved operating income of 3 1654 1 100 million yuan, a year-on-year increase of 36.75%; The net profit returned to the mother was 97.2./kloc-0.5 billion yuan, a year-on-year increase of 43.74%. Among them, the operating income in the third quarter was 65.438+005.756 billion yuan, a year-on-year increase of 654.38+04.68%; The net profit of returning to the mother was 32.464 billion yuan, a year-on-year increase of 6.42%.

Realize the convergence of port industrial resources

Cosco Air and Sea announced that since Cosco Shipping Group is the indirect controlling shareholder of the company and Cosco Group is the controlling shareholder of the company, according to the relevant provisions of the Listing Rules, Cosco Shipping Group and Cosco Group are related parties of the company, and this transaction constitutes a connected transaction. COSCO Shipping Group holds 0/00% equity of COSCO Group/KLOC. The source of funds for this transaction is COSCO Air&Sea's own funds or self-raised funds.

Image source: COSCO Aerospace announced that Shanghai Port Group was established in June of 1988 10, and its registered address is in China (Shanghai) Pilot Free Trade Zone, with a registered capital of 23,278,679,750 yuan. The actual controller is Shanghai SASAC. Guangzhou Port was established in February 20 10, with its registered address in Nansha District, Guangzhou, with a registered capital of 6193180,000 yuan. The controlling shareholder is Guangzhou Port Group Co., Ltd., and the actual controller is Guangzhou SASAC.

Cosco Aerospace said that this transaction is an important measure for the company to build a global digital supply chain for its customers, which is conducive to playing its role as an investment platform and promoting its transformation from airline operation to full supply chain operation. By directly participating in the two major port enterprise groups, this transaction will help the company to realize the pooling and optimization of port industry resources, improve operating quality and income, effectively stabilize cyclical risks, and enhance the core competitiveness of the whole chain service.

After the above transaction is completed, COSCO Aerospace will directly hold 5.55% of the shares of Shanghai Port Group/KLOC-0; Cosco Air and Sea will hold 6.50% of the shares of Guangzhou Port through direct holding and indirect holding subsidiaries. Shanghai Port Group and Guangzhou Port will not become subsidiaries within the scope of the consolidated statement of COSCO Sea Control.

From "Global Shipping" to "Global Shipping"

According to the announcement of COSCO Marine Control, 10 year1October 28th, A wholly-owned subsidiary of OOCL (International) Co., Ltd. (hereinafter referred to as OOCL) and a wholly-owned subsidiary of COSCO Shipping Container Transportation Co., Ltd. (hereinafter referred to as COSCO Shipping Container Transportation) cooperated with Nantong COSCO Shipping Kawasaki Ship Engineering Co., Ltd. (hereinafter referred to as Nantong COSCO Shipping Kawasaki) and Dalian COSCO Shipping Kawasaki Ship Engineering Co., Ltd. (hereinafter referred to as Dalian COSCO Shipping Kawasaki Ship Engineering) respectively. Signed shipbuilding agreements (Nantong COSCO Shipbuilding Agreement and Dalian COSCO Shipbuilding Agreement for short) with Nantong COSCO Shipping Kawasaki (collectively referred to as the "builder"), and built 12 ships with a price of 239.85 million US dollars (equivalent to RMB17.196,800 yuan).

Image source: Cosco Air and Sea Announcement Cosco Air and Sea announced that this transaction is a new measure for the company to adapt to the new development trend of green, low-carbon and intelligent shipping industry and actively promote the development of clean fuel for the fleet, which will help the company to continuously consolidate its position in the industry and help the dual-brand fleet realize the leap-forward development from "global shipping" to "global shipping".

COSCO Air and Sea emphasized that this transaction is conducive to comprehensively consolidating the competitive advantage of the dual-brand East-West trunk line and realizing the balanced development of the global service network through the ladder layout of ship capacity. The ships ordered this time are all 24000TEU super-large container ships. The integration of mainstream advanced concepts and a number of energy-saving and emission-reduction technologies in design and construction will help consolidate the long-term cost advantage of the Group and enhance its core competitiveness.

Strengthen the integration and coordination of all links in the supply chain

In addition to strengthening the convergence of port industry resources and improving transportation capacity, COSCO Sea Control has also made frequent moves in the supply chain field recently.

10 year 10 on October 20th, cosco air&sea announced that it had officially operated the supply chain logistics division, and formulated the company's digital supply chain development plan. According to the plan, COSCO Aerospace will strive to realize the strategy of "building a world-class container digital supply chain ecosystem around customer needs" by building a digital scheme of "taking customers as the center, taking operations as the cornerstone and taking resources as the guarantee" around the three core areas of "integrated full-link products and services, digital enabling intelligent operation and global supply chain ecosystem".

Cosco Aerospace said that the formal operation of the company's supply chain logistics division aims to improve the integration of supply chain logistics resources, build a digital business framework and technical framework, optimize the design and professional operation of many supply chain logistics products such as warehousing, card collection, distribution, water and iron, customs, air transport and LCL, and form the ability to provide customers with one-stop supply chain logistics solutions through intelligent product portfolio and digital collaboration of delivery plan.

On June 24th, 10, the four service channels of SynconHub, an e-commerce platform owned by COSCO Air&Sea, were comprehensively optimized and upgraded to four product sectors: shipping, land transportation, customs declaration and warehouse allocation, marking the official landing of the digital supply chain service of COSCO Air&Sea in SynconHub. In the future, COSCO Aerospace will focus on container transportation and strive to build a global trinity digital supply chain system of "container shipping+port+related logistics" to provide customers with.