中国外运二零二五年度报告

成就客戶創造價值 股票代碼：00598HK 601598SH 年度報告2 0 2 5 2025102020250.1451,041,040,240.8920250.1557,173,751,2271,111,931,440.19 20250.30 ✓ ✓ ✓ 2025 20253 4 6 13 15 65 127 147 159 175 1.2.3.4. SINOTRANS LIMITEDSINOTRANS 510B8610 522957218610 52296519ir@ sinotrans.com 200211205101221011101202311( www.sse.com.cn )( www.hkexnews.hk )20231127510B100029www.sinotrans.comir@ sinotrans.com ( www.zqrb.cn )( www.stcn.com )www.sse.com.cnwww.hkexnews.hk510B10 ✓ 2025968.098.34%40.222.66%16.7846.95% ✓✓✓ ✓ 11 ✓ 2C h i n aM e r c h a n t sLogistics Synergy Limited Partnership 33.98%13%2,884,597 ✓ 2025 2025721202510202024(0.14520250.14520.79202633020250.15520250.3021.5320254.865.45% 20252025 E2025520 (IMF)20263.3%2026 5016 70 11 B2CB2B ✓ I M F202520263.3%WTO20261.9%2025 202545.473.8%926.996.1%18.480.5% 2025368.25.1%19.53.0%GDP13.9%14%20259%13.5% 2 0 2 5Alphaliner2026113,368.87%2025CCFI1,197.60202422.76% 20253.546.8%7%183.384.2%4.7% 2025CTK3.4%4.2%8.4%1.3%ACTK3.7%5.1%2025 20253.43179.8%7.6% 22 0 , 0 2 23 . 2 %2 0 5 . 0 21.3%102.2710.1%1487%122623211100 14,25419.6%112.727.7%64.5299.1%22.7217.7% 2025eMarketer20256.4B2B 2025(GPSR)(DSA)2026 20252025968.0940.2220.39% 1. 20256.5% 2. 20255 3. CRM70%60%2920258.77% 4. 20257.3%39.3%12.3%2026110%20% 5. AI+6L43502025410GLEC3.2ISO 14083: 2023 6. 100% 2025293.70279.515.08%5.597.2422.73% 2025570.10671.7015.13%18.5722.4917.41% 2025104.290.201.5987.65% 20255,054.220244,989.7671.12024655.5461.62024422.3 20251,559.920241,515.684.3202482.459.9202457.377,083202466,8452,860.420242,845.2 20256.9202420.4360.72024269.98.320248.5 ✓ 321,400480240114,4004572 2025AAAAA + 2025236130428 ✓ 2 ✓ (1). (2).✓(3).✓ (4). (5).✓(6).✓ (7). A. ✓ 622,640.286.43%00% 1,498,947.0516.42%00% B.50%5 ✓ 50%5 ✓ C. ✓ D. ✓ (i)202512315% (ii) (iii) 3 ✓ 1 4 (1). ✓ (2).✓ 640(%)2.00 31324306510 ✓ 5 2025123130.8541.1110.261,015.3720241,113.36893.982024985.76121.39127.606.210.581.50 2025123148.2646.1925.527.791.110.4211.9416.530.989.406.03 2025123144.003.3941.5642.8545.5747.9315.813.66 6 (1) 20251231 (2) 8.318.380.85% (3) 2025123114 (4) 2025123124.658.162.244.100.799.37 (5) 2025123110.6221112 (6) 202512311.28202412311.48 (7) 2025123143.302024123167.9225.772.0815.110.3418.07 2025123140.642024123120.300.65 20251231243334 (8) 2433 (9) 3. (10) 202512311.85 (11) 2025123174.32 (12) 2025123143.78%2024123145.54%20251231 (13) 20251231 (14) (15) 2025123118.0560 (16) 20251231 202512312.4020242.4920251231 2025123128 202512312025123113537 (17) 1,000.00 (18) 82025105,467.59 22 37,820.9624,743.5213,077.44 (1) 8 1 KLG EUROPE EERSEL B.V.72.38-2.690.00-1.003.29%-3.78%0%-2.68% 3 KLG EUROPE EERSEL B.V.76,090.16-49,074.49 7 , 0 4 6 . 8 1-7,046.81 (2) 8 8,236.512,222.681,066.14 ✓ ✓ 25K120 2 ✓ (1).21,238,725,041.8527.11%(2).✓ 3 ✓22 4 ✓ ✓ ✓ 67.2125.1827.26%15.39REIT2.6220%13.8010.5025%16.96 1 ✓ 2 ✓ 3 ✓ ✓ 1.2025626CITIC Capital Maneuver Holdings LimitedCITIC Capital ManeuverFV Pallet LeasingHolding LtdFV PalletMIC Industrial Investments 4 RSC LTDMICMIC25%CITICCapitalManeuver3%FVPallet2%25%47,216.252025102120% ( www.sse.com.cn )( www.hkexnews.hk )202562620251022 2.6REITsREIT202572943.27713.108 ( www.sse.com.cn )( www.hkexnews.hk )202261520246112025172025622025729 ✓10%✓ (1) (2) ✓ ✓ 202563066SPVREITREIT REIT13(1)(2)(3) 343,717,243.6864 ✓ ✓ 20261IMF202520263.3%3.7%2000201920264.5%-5% AI ✓ ITAI+ ✓ 2026 1. 2. 3. CRM 4. 5. 6. ✓ 1. 2. ++ 3. + 4. 5. AI+ ✓ ✓ 2.(7) 1A 20242024A2024H20241115A1227,10054,200A7.43AA 81,182,948A202512311.13%A1.57%A A2024–202592,564,070AAA20251118 2H 20232024A2024H202467HH203,830,000 18,964,000H202512310.26%H0.94%H H2025729 123470 20252025 ✓ ✓ 25 A144 1666414 202557020242025A E2025520 20252025 1 2 ISO9001:2015ISO14001:2015ISO45001:2018 2025 3 E S G( w w w . s s e . c o m . c n )( www.hkexnews.hk )2025 4 2025 5 6 2025100%( www.sse.com.cn )( www.hkexnews.hk )2025 2025AIC ME FLYHi-GROW ✓ ✓ ✓ A20184202110202511720212025117( www.sse.com.cn )( www.hkexnews.hk )202110272021111120211130 14 2 2017720218HK0014420181220218SZ00187220204202222 0 2 11 120222S H601880HK0288020222202532022420254SH6019752025420258 19951995201620169IT201920222202552024122025520256 SZ001965202410 SZ00197920254SH600999HK0609920229 201912020122 0 2 01 22 0 2 362 0 2 21 22 0 2 38HK00206)20237SH601872202311SZ00197920237 SZ0018722 0 2 55SZ00197920259SH60187220256 DHLDHLDHL201512DHL2002920011Deutsche Post World Net GroupDPWN Group20036 •20032HDHL •DHLDPWNGroupDPWNGroupDHLDHL198650%DPWNGroup • 2 0 2 24202211202512 1 9 8 33 02 0 1 63H K 0 1 3 3 9SH6013192020520227HK0232820246 2002720192SZ000401SH603019SZ00215420246 20232003201620246 20246 19932000200020022002412200220082008201220122017201612201962022220251 2 0 0 832 0 1 23201232015620156202042020420223SZ00196520201120223202242024520245202412 NEOMA2007820141220141220177201732