中集集团2023年度报告
234810131824141215221253264273 2023202320245 CFO2023 2023 2023202312315,392,520,38524,645,5505,367,874,83510.02220248162023 AH 600–3,600 Semi-submersible DrillingPlatform 20868 19801141992121994AB1995A199448H20121219BH 1 China International Marine Containers (Group) Co., Ltd.CIMC285180671993101–2http://www.cimc.comir@cimc.com 2 2518067+86 755 2669 1130+86 755 2682 6579ir@cimc.com 3 91440300618869509J 4 Awww.szse.cnHwww.hkexnews.hkAwww.cninfo.com.cnHwww.hkexnews.hkwww.cimc.com2518067 20244920244102024410 5 AA000039HHH02039299901 BHH 6 183171712–1716122A2301202211 ✔ 5,392,520,385–64,2000.07 1 ✔ 2 ✔ ✔ 20232023500170 2023 20231,278.109.70%13.77%18.632022 204,000 202350% 2023 EXPLORER NO.1 + +5 228.5020 FPSO80% 2023 LNGLPG20LNG L42022L301 202325Powin––10MPa 30602023DNVAIP5,500(T135) LNG30MPa70MPaEPC 9100202120222023A 20231413.020235G20235G 5202324.4520234136 FPSO 60% 2024 20243 2024 • • Drewry2023/242023Global Trailer2023OEM 203052.25%47.75% 1 1,278.1020221,415.379.70%4.21202232.1986.91%0.0720220.5988.14%10% 2 • 集裝箱製造業務 19965320231231100% 302.13457.1133.90%17.9452.5865.88% 20232023 66.41TEU110.73TEU40.03%9.25TEU13.14TEU29.60% • 道路運輸車輛業務 –2023123156.78% 2023250.87236.216.21%24.4811.14119.80%100%8.48 116,677127,528188.06181.433.65%13.80%21.36%2023 26.4523.6711.72%0.45 • 空港與物流裝備、消防與救援設備業務 2023123158.34% 69.6166.724.34%2.221.9712.58% +L4 物流服務業務 ––2023123162.70% 201.66293.4631.28%1.873.7550.14% (1)26%719%(2)––50(3)17% AI 520235016 • 循環載具業務 2023123163.58%2023 28.3448.4941.55%202280.742.87 • 能源、化工及液態食品裝備業務 2023123167.60% 250.26212.5017.77%8.5410.4218.03%236.26196.0220.5% 1149.07105.9140.8% LNGLPGCNG (1)LNGLPG2023LNGLNGLNG2095.6 (2)7.0059.0%8.3136.7% 244.1415.8%301559.SZ2023 342.9336.2018.6% • 海洋工程業務 2023123180.04%FPSO 104.5257.7181.12%0.313.34 16.325.6235202335%541820224043 3 166.5P78FPSO30601 金融及資產管理業務 22.1817.0929.81%24.4113.58 • 83AI 1623334004300120241 802024FIDFinal Investment Decision 380%112023212195%1 • 冷鏈物流 (1)(2)(3) • 儲能科技 CNESA202321.5GW/46.6GWh3202220237.2GW16GW20236GW 2023 • 模塊化建築業務 32K2innocell182023 (1)2023373.89%35.42%(2)20235(3)202310(4)2023112023193210.20A2024131A(5)20231229 2023–2027 • 1 • •• 2 3RCEP • 4 5 65SONE5S5SONE 7ESGHSEESGESGHSE 1 2024CLARKSONS2024220231.9%20248.3%8.5%2024 2024+ 2024 2024 +PBB+GSETechnology Ecosystem +++ 2024 12345AI 20243060 2024 2 2024LNG20402040LNG50%6.25–6.85 Imarc Group20236142024–20324.7%Statista++ 2024FPSOFPSO 3 2024 Westwood Global Energy2024201488%20144202220232024 2024 20105S 2007ONE 202371729254111202313 4080100202352 1(1) 1 ✔ (3) 30%2023 (4) (5) (6) ✔ (7) ✔ (8) 30%30% 5 ✔ 5% 5 ✔ 5% 2 (1)6506.82%253,02220221,176,685(2)58.45% 5253 54 55 65 3 • 202371729254111 (1) 2023 20300 160 LNGLNG3020 1273 (2) 2023620248 8 202313 20182022 202331 • 20232,444,55313.2% (1) 2023125,69811.25%14.21% (2) a. 60m37.650%35m35,600kg2,000kg1,000kgBM610 LPG2017LPGLPG5–6 LPG 10m31.91MPa7N99.99999%0.2μm0.09–0.18μm0.1ppm316L 10m3 Y-ton13m3200 10 CitizenM Menlo Park90%E8–9 b. L4503040% WCSAGVRGV – Femocam3DFesinweld – AIAI c. 3060 8,2008,200LNG1132013.5LNGLNG 0–80km/h15.3130km/h390–80km/h19.1125km/h50km/h 30%CAE11411917.5390% 100–1,000Nm3/h EPC EPC 30MPa20030MPa 30MPa 99MPa/103MPa20222023ASMEPED70MPa ASME103MPa 40 40 2000 90MPa/1,000kg45MPa500Nm3/h1,000Nm3/h 90MPa/1,000kg45MPa SS WACHMS 1.0HiPi 2.0 10400 – LNG–CLNGPCTCLNGLNG304LDNV LNG–C B6,950m3CBLNG B14,000(CCS)LNG –& 1335311708.411,0004,800m2412MW316MW 10130.259.51.7525500 101 772.44 4400kWp1,9006.5344.6 – HSE––90% (3) a. ✔✔✔ ✔ 81.51%2023 199.40%2023 ✔ 202312312,174,083202212311,361,58527 4 2023123140,354,8162022123139,202,49418 2023020222,553 2023123140,415,51021,422,49741,171,13420,612,42115,681,76914,657,717 20232023202312315,392,520,38524,645,5505,367,874,83510.02220248162023 670,9232022776,95313.65%6162 20231,442,12520221,381,9164.36% 2023123121,324,4512022123117,111,5871 46768 2023123139,180,2682022123126,432,937202312312837 38 39 40 202379,834202220,940 20231231SOFR1,885,58020221231284,50020231231LIBOR202212312,331,5711.20%7.20%202212310.05%5.65%1.20%7.08%202212311.19%6.26%14,432,784202212315,540,23328391(2) 202312311,960,454202212311,896,22740 202312312,049,774202212312,049,77445 2023123164,630,3502022123162,656,08497,132,8832022123183,243,865161,763,23320221231145,899,949 2023123160%2022123157% 315 431(1) 202312312250,0005,15920275203431(2) 202312312 2023123174,37520221231131,8461(1) 1 2 ✔ 3✔ 4 (2) (3) ✔ 5 (1) (2) A A 2021518[2021]1719A25,260.001.006.96A175,809.6017,431.92158,377.68A6.27A202178A15.497.13A202432120231231A 20231231202313,331.4386,336.5877,272.015,230.91 20233272023202320235252022A2023328A2023–031 20238232023202320239202023AA5A46,095.80 202432120242024A H HH265,000,000HH1,591.3H1.00 201912520203252020101220201120H2021825H20219292