中集安瑞科中期报告2023

20042005ISOLNGLNGCNG20 2 3 4 5 6 8 10 11 35 36 42 53 12 * 43420236303434 2410 34 2023823 2023630– 2023630– 2023630– 2023630– 2023630– 1 Cricket Square, HutchinsDrive, P.O. Box 2681, Grand Cayman KY1–1111, Cayman Islands 2023823 2 (a) 20236303420221231 (b) •17•12•8•12 202311 –1202411–1202411–162024115–5202411–1028 3 (a) •11•21•33 202363020221231 20236302022123132023630202212313 202311 2023630 (b) 22023630 3 2023630 (c) 4 (i)(ii)2023630 5 •LPGLNGLNGLPGLPG • • (a) 6 (a) (i)(ii) 7 (a) 2023630318,820,0002022630217,949,000 (c) 8 2023630 25%15% 2023630 25.8%25%22%30%19%31%21%17% 9 10 2023630142,421,0002022630353,598,000202363043,676,000202263030,638,000202363020221231 11 2023630554,045,00020221231561,331,000 (i) (i)2023630148,444,0002022220,474,00044,057,00023,554,0002022123180,110,00061,754,000 (ii)202363033,779,00012,219,0002022123141,673,00029,302,000 15 202363020221231 16 17 (a) 20067121.002016520102023630 20146538,420,000202363011.240.932202363029,571,0002022123129,941,000 (b) 2018810201846,212,500 3.71 20194202042021430%30%40% 2023630 (c)2020 202043202020202020 2021111733,324,006202212312,991,7082023432020125,000 20203.70 2020 20236 3010,293,0022022123121,791,712 2021202220233.763.073.332.983.863.402023630202014,243,000202263021,402,000 (d) 20201127 139,719,00010%202363020236309,972,000202263010,632,000 (e) 202268 82,934,0006.33%2023630202363011,404,000202263014,414,000 18 (a) (i)(ii)(iii) (b) (i)20051231(ii)20091231(iii)69,945,5502012123166,330,000(iv)324,539,3802014123139,740,566(v)Burg Service B.V.1,263,00020151231Burg Service B.V.11,737,000 (c) 123,944,000 (d) 202320221231432,899,000202220211231364,258,000 20236302022630 (e) 10%50% 10% 19 (a) ––(i) (i)2023570%85,000,000 (b) 20191116202363016 20 (a) 20236301,571,131,000202212311,257,969,000426,922,00020221231497,122,000138,913,00020221231152,364,00015,000,0002022123112,961,000 (a) (i)(ii)(iii)(iv)(v)(vi) (vii)3.00%4.75%20223.50%4.75%(viii)2023630633,959,0002022599,653,0000.55%1.35%20220.55%1.85%(ix)(x) (b) (i)(ii) (d) (i) (e) 20236302022630 20236302022630 * 1 2023202320.2%10,756,489,00020228,948,693,000 LNGCNG202334.4%6,293,551,00020224,683,343,00059.1%269,686,0002022169,489,00058.5%202252.3% 3.9%2,450,832,00020222,550,409,00022.8%202228.5% 202317.3%2,012,106,00020221,714,941,00018.7%202219.2% 47.6%7,912LNGLNG82023345202250.0% 2,309-8.6% 2,445-14.5%694665 202363020,60218.8%13,4382,0955,06939.3%-19.1%-0.8% 20236373116.9% 0.616.5%202215.9% 6.9%0.17.0% 22.0%160,286,0002022131,407,000202222.5%21.9%15%25% 12 1= 2= 20236304,993,951,000202212315,223,453,000995,172,00020221231382,398,000 2023630441,885,00020221231444,699,0002.90%4.50% 202363020221231202212312023630706,046,00020221231167,527,0003.00%4.75%202212313.80%4.75% 20236301,454,315,000202212311,388,644,00020236211.4911.15150,672,6454,458,54620221231146,214,099 2,391,705,000202212313,222,583,00020221231 568,123,00020221,580,454,000EPC 902,390,0002022215,241,000244,464,000568,903,0002022205,294,000 100,927,0002022162,533,000530,587,0002022151,460,0002022432,899,0002022364,258,000 233,340,00020221,202,680,000 26.9202225.6 202363022,214,474,0002022123123,584,562,000115,450,0001,254,638,00020236301,089,291,00013,776,258,0002022123112,686,967,0009,527,507,000202212319,808,304,000202212314.69720236304.836 20236301,571,131,000202212311,257,969,000426,922,00020221231497,122,000138,913,00020221231152,364,00015,000,0002022123112,961,000 2023630268,512,00020221231184,949,00020221231 2023322,732,0002022231,361,000 202363010,60020229,5001,189,933,00020221,057,931,000 LNGCNGLPGEPCLNGLNGLEGLPGLNGLEGLNG 202320231,9496.7%1,1555.4%7945.8%LNG4626.7%58.1%LNG18.0% 2023630LNG4,18220228,43750.4%20227,16841.7%2021LNG5,30321.1%LNG20221.07202360.57202361.4324.8%20231–64.93.6273.6%LNG 29,000m3EPCLNGCNGLNG3209.746% 20232023630170.91202136%2009144%LNG8662LNGLNGLNGSteve Gordon10%LNG51% 842+21,450 TEUAvance Gas2+240,000 m3LPGMGC412,500TMGCALNG 29 202326602023191,40020232,4952,41038.4%73.5% 1,200m3/h30MPa99MPa30MPaEPC40 III390L500kg/12h LNGLNG(IEA)2030–2035LNGLNGInternational Gas Union6World LNG Report2022LNG6.8%401.52023LNGLNG2023LNGLNG (2023)20233,850~ 3,9005.5%~7%6B71 202220052012201.6 202311(IMO)––(EEXI)(CII)Vessel ValueEEXI70%CIILNG 464 ++LPG LNG 2023 • •45MPa•LNGBB•LPG••30m31,020kg CCUS •ASME••••1,200Nm3/h•• VOC2023VOCsVOC++ 727A EVtank202292.473%(SIA)202220215,735 VOC Ziemann HolvriekaBriggs DMEMcMillan 2023 Brewstillery Statista202320255.44%GDP Briggs 2023630XV352 1.20236302.20236302,028,277,588 20236303361 L – 1.20236302.20236302,028,277,5883.Charm Wise190,703,0001,180,313,211Charm Wise4.Charm Wise190,703,000Charm Wise 2023630(i)336(ii)5% 2006712 200671220062022 20062016520200620062006 202363020062006370,0002023630 20236302006 20146540%20166520246430%20176520246430%201865202464 2023630200629,571,00020236301.47% 2016520 2016520