On the evening of April 27，CIMC Announces First Quarter Performance Report for 2023。The report shows，1- March ，Operating revenue of CIMC amounted to RMB266 million..5 billion yuan，Realized net profit attributable to parent company of RMB1.6 billion yuan；The debt ratio is stable at 57%Left and right，The actual interest-bearing debt ratio is only 34.%，Decline year by year。
After the super consolidation cycle，Benefiting from the diversified business strategy，CIMC's performance in the first quarter of 2023 is better than that in 2021.、Decline in the same period of 2022，But with 2019、Compared with the same period in 2020，Its revenue、Gross profit、Gross profit margin、Operating profit、The main operating indicators such as total profit are still showing an expansion trend.。
Increase energy distribution：New orders continue to be signed and deep strategic cooperation opens
At present，CIMC is formulating a strategic plan for the next five years.，Will pass on hydrogen energy、Offshore PV、Key areas such as offshore wind power and energy storage are carried out in an all-round way、Wraparound layout，Increase the scale and revenue share of its energy business。
First quarter of 2023，CIMC Energy Orders Increase，The amount of newly signed energy-related orders increased by 81 percent%To CNY 10.6 billion，Orders in hand increased by 87 percent%To RMB 44.5 billion。
As CIMC Energy、Main business entities of chemical and liquid food equipment business，CIMC Enric achieved steady growth in overall revenue in the first quarter，Revenue grew 19% year on year.6%To RMB 49.7.1 billion yuan，By the end of March 2023，Overall orders in hand of CIMC Enric amounted to approximately RMB1.89 billion..6.3 billion yuan，Newly signed order RMB 55.0.9 billion yuan；New orders for hydrogen energy business increased by 61% year-on-year.0%To RMB 1.6.9 billion yuan，Orders in hand increased by 74% year-on-year.6%To RMB 3.6.5 billion yuan。
At the same time，Strong development of CIMC's offshore engineering business，Orders keep coming in。Offshore Engineering Business Segment New Effective Orders in the First Quarter 10.$8.4 billion（Including offshore wind 8.$500 million，Clean Energy 0.$4.8 billion，Ro-Ro ship 1.$700 million，FPSOModule 0.$1.6 billion），Compared to 4% in the same period last year.$9.4 billion，Achieved 119%The growth of；Cumulative value of orders in hand 47.$600 million（Non-oil and gas business accounted for 65 percent%），Compared with $2.2 billion in the same period last year.，Achieved 116%The growth of。
First quarter of 2023，As demand for offshore oil picks up,，CIMC's asset management business has improved significantly.。Among the existing 14 marine engineering stock platforms,，There are 6 jack-up platforms 100%Determine the lease contract，300-foot jack-up drilling platform“Perro Negro 12”Mobilization to the Middle East Implementation andSaipemThe company's lease、Complete the contract switch，The average daily rent of the three 400-foot jack-up drilling platforms increased by approximately 23.5%.%。
In terms of semi-submersible platform，“Deepsea Yantai”The rig operations contract has been extended to 2024.，The daily rent has increased by about 30 percent%；“Blue WhaleI”Ultra-deepwater drilling rig starts operating contract in South China Sea；The remaining six assets have not yet been leased.，However, they all have preliminary business intentions.。
In the field of energy storage，CIMC Enters Overseas Markets，Expand strategic customers。First quarter of 2023，CIMC has cooperated with international head energy storage integrators and manufacturers in the United StatesPOWINThe company carries out in-depth strategic cooperation.，The two sides jointly set up a joint venture company.，Through technology research and development and product innovation，Actively expand the global fully integrated energy storage integrated equipment market。
Grasp the logistics outlet：The bottom of the shipping market rebounded and the Vehicle business shined brilliantly.
In the shipping market，For the past two years，Due to the growth of foreign demand、The turnover rate of ships has declined、Port congestion、Poor logistics and other factors.，The shipping market continues to boom.，The container appears“One box is hard to find.”The situation，Freight rates have also repeatedly hit new highs.。
First quarter of 2023，Affected by the weak overall trend of the shipping market.，The production and sales volume of CIMC's container manufacturing business declined to varying degrees year-on-year.，However, it still maintained a stable level of profitability.。Among，Cumulative sales volume of standard dry containers 8.250,000TEU，Cumulative sales volume of refrigerated containers 1.210,000TEU，Cumulative sales volume of special dry cargo containers 6.610,000 units；The price of new orders stabilized at $2000./TEUAbove。
So far，With the gradual weakening of the overseas pre-inventory effect,，Superimposed traditional transport season is coming，The global container trade and market have shown signs of stabilization and recovery.。Shanghai Export Container Freight Index，Shanghai-US-West Route and Shanghai-In the first week of April, the US East Route went out of 12..5%And 6.8%The increase，At $1292/FEUAnd $2,147/FEU。
In terms of road transport，First quarter of 2023，The performance of CIMC Vehicles, the main operator of CIMC's road Vehicle/ 'target='_blank' style='color:blue;'>Transport Vehicle business, far exceeded expectations.，Realized operating income of RMB 65.8.4 billion yuan，Year-on-year growth of 28.29%；CIMC Vehicles sells all kinds of vehicles worldwide.,386/Table set，Year-on-year growth of 9.57%。Substantial growth in the performance of CIMC vehicles，It is mainly due to the economic policy stimulus in North America and the rapid growth of multimodal transport business.，The profitability of its North American business has maintained a good growth trend.。
Under the superposition of multiple favorable factors，Many organizations have given CIMC vehicles.“Increase in holdings”Rating，It is predicted that the domestic heavy Truck market will usher in a moderate recovery in 2023.。
Airport and logistics equipment，CIMC is focusing on smart airports，Introduce and develop all kinds of high technologies one after another、High value-added airport equipment，In order to stand out in the competition of intelligent and electric upgrading in the industry.。
In terms of circulating vehicles，Benefiting from the rapid development of new energy industry，The new energy recycling vehicle business maintained a relatively rapid growth.，The production capacity of the new Phase I production base is gradually released.，The output value increased steadily year on year.；Focus on cyclic vehicle leasing and operation business，With existing cars、Chemical Industry、Based on commodities and rubber，Continue to increase business development efforts，Optimize leasing operation and management capabilities。
The heart yearns for it，The line is bound to come.。2023，CIMC will seize the upward opportunity of industry recovery，Continue to deepen the integration of logistics and energy equipment manufacturing and service advantages，Focus on consolidating the position of industry leader，Build an anti-cycle、Profitability enhancing business portfolio，Promote the steady growth of the Group's overall performance in the future，Not to change one's mind、Unchangeable determination to achieve the set development goals。
