中集安瑞科中期报告2024

20042005ISOLNGLNGCNG20 2 3 4 5 6 9 11 12 37 38 45 58 12 –– 43620246303434 2410 202463034 2024822 2024630– 2024630– 1236 2024630– 121322(c)1414 1236 2024630– 2024630– 1114 63014 1 Cricket Square, HutchinsDrive, P.O. Box 2681, Grand Cayman KY1–1111, Cayman Islands 2006 2 (a) 342024822 202420232(b) 34 2023 24103 (b) •12020•12022•16•77 (c) 202411 181028 202711 3 (a) •11•21•33 202463020231231 –––––––– –––– 2024630202312313 2024630202312313 2024630202312313 2024630123 202463020231231 (b) 2 3 202463020231231 (c) 4 (i)(ii)152024630 5 •LPGLNGLNGLPGLPG • • (a) (a) (i)(ii) (i) (ii) 7 (a) 2024630331,133,0002023630318,820,000 (c) 8 25%15% 26%25%22%29%25%31%21%17% 202411 2024630 9 10 2024630399,677,0002023630142,421,000202463020231231 11 2024630620,658,00020231231545,755,000 (i) (i)2024630279,170,00020231231292,804,00094,277,00096,742,0002023123139,683,00045,298,000 (ii)202463070,013,0002,702,0002023123123,094,0006,903,000 15 202463020231231 16 2024424500,000,0002.43% 18 (a) 20067121.002016711201652010 20146538,420,0002024642023112139,500,00020246307.05202312318.819.40202312315.92202463039,500,0002023123168,241,00020,644,0002023630 (b)2020 202043202020202020 2024630202040,198,0002022123139,898,000 20211117202033,324,006202212312,991,708202312312,544,730202463064,000 20203.70 20246303,879,7232023123112,582,732 202463020209,133,000202363014,243,000 (c) 20201127 97,134,0002023123197,134,00010%20246302023123120246309,972,00020236309,972,000 (d) 202268 82,934,0002023123182,934,0006.33%202463020231231202463038,681,000202363011,404,000 19 (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) 202420231231563,504,000202320221231432,899,000 20246302023630 (e) 10%50% 10% 20 (a) 21 (a) 20246306,006,245,000202312313,328,102,000537,873,00020231231496,645,000110,360,0002023123196,045,00015,274,0002023123116,626,000 22 (i)(ii)(iii)(iv)(v)(vi)(vii)(vii)(vii)(viii)(ix) (i)(ii)(iii)(iv)(v)(vi) (vii)2.89%4.75%202312312.95%4.75%(viii)0.55%2.00%202312310.55%1.35%(ix) (b) (i)(ii) (c) (i)(i) (i) 2.89%4.75%202312312.95%4.75% (f) 20246302023630 20246302023630 * 1 202420246.7%11,479,938,000202310,756,489,000 LNG202425.1%7,876,340,00020236,293,551,00065.2%445,586,0002023269,686,00068.6%202358.5% 47.1%1,296,698,00020232,450,832,00011.3%202322.8% 202414.7%2,306,900,00020232,012,106,00020.1%202318.7% 202416,39929.5%629,35142.5%12,91963.3%622,93370.7%202466,86415,0646446332 202461,6881,522245.4%202369.6%202461,7924,89620241.814.3 202316.5%202414.3% 6.1%20237.0% 8.4%146,856,0002023160,286,000202321.9%22.6%15%25% 12 2= 20246307,246,810,000202312316,998,191,000854,246,000202312311,183,323,000 2024630565,465,00020231231478,538,000140,000,0002.70%5.50% 202463020231231202312312024630504,033,00020231231695,526,0002.89%4.75%202312312.95%4.75% 20246301,511,355,000202312311,452,871,00020246411.1510.65157,746,4787,073,83320231231150,672,645 20244500,000,0002.43% 4,168,319,000202312314,371,256,00020231231 616,812,0002023568,123,000EPC 139,974,0002023902,390,000337,270,000121,413,0002023244,464,00053,876,000269,628,0002023568,903,000 201,746,0002023100,927,0002023563,504,000315,442,0002023432,899,00088,707,000497,333,0002023 275,092,0002023233,340,000 15.0202326.9 202463027,587,424,0002023123129,679,098,000329,190,0001,762,484,00020246302,016,326,00017,230,106,0002023123115,213,780,000202463012,373,644,0002023123112,448,992,000202312316.10120246306.138 20246306,006,245,000202312313,328,102,000537,873,00020231231496,645,000110,360,0002023123196,045,00015,274,0002023123116,626,000 2024630184,201,00020231231347,159,00020231231 2024392,305,0002023322,732,000 2024630 2024630 2024630 202463011,000202310,6001,360,010,00020231,189,933,000 LNGCNGLPGEPCLNGLNGLEGLPGLNGLEGLNG 202420241,2366%2024LNG21%2,01720241–62,13810%20241–66,46514%LNG3,80014%3,48910% LNGLNG20246LNG4,335202467,729LNG0.6 LNGLNGLNG295%11104%LNGLNG7.2711% 2024LNGLNGLNG48.8%15.1 ClarksonsResearch202444%LNG2024618710%50%Clarksons Research2030 1612LNGCapitalGas440,000MGCAvenir LNG Limited220,000LNGVitol International Shipping Pte Ltd112,500LNG120,000LNG312,000LNG 5 202410202441520242,7732,64411%10% PEMT/CIET 336–2023–––5,000T/CIET 338–2023 LNG2029LNG50%2030LNG80% 2024LNG2040LNG50%ICISRystad2024LNG20237,0008,00020217,879IEA5LNG30%2030LNG202112%25%LNG LNGGECF2030LNG48%205056% 2025LNG10%500LNGLNG7,0008,000()LNGLNG2025LNG50LNG40%202536-51203077-106LNG 2024678970112570 +++ ++LPG LNG 2024 1GB/T 28884–20242T/CCGA 20014–202437154CO2CO25LPGSAD300kg3–567LNG8B2024CBLNGLNG9SL150010 1LNG23T/C1 279–2024 70MPa IVT/CIET 463–2024T/CAB 0331–2024T/CAB 0330–2024T/CAB 0329–2024T/CAB 0328–202445690Mpa7IV2024 2024 ITCO20241852013–20238% 20242 202452024 MR 2024 52 (OTA) (VOCs) 872914Ziemann Holvriek