Securities code: Nanjing Shenghang Shipping Co.Ltd(001205) securities abbreviation: Nanjing Shenghang Shipping Co.Ltd(001205) Nanjing Shenghang Shipping Co.Ltd(001205) investor relations activity record
No.: 2022003
Investor relations activities □ specific object research □ analyst meeting
Category □ media interview ■ performance briefing
□ press conference □ Roadshow
□ site visit
□ others (please specify other activities in words)
Name and value of participating units (www.ir-online. CN.) Investors participating in the company’s 2021 online staff name and performance briefing
Time: March 18, 2022
Place: company conference room
The receptionist of the listed company is Mr. Li Taoyuan, the chairman of the board, Mr. Zhou Youmei, the independent director, Mr. Chen shushai, the name Secretary of the deputy general manager and director member, Mr. Chen Yanming, the chief financial officer, and Mr. Wang Tianhong, the sponsor representative.
On March 10, 2022, the company posted on cninfo (www.cn. Info. Com. CN.) The full text of the 2021 annual report and the summary of the 2021 annual report were disclosed. In order to facilitate investors to have a more comprehensive and in-depth understanding of the company’s business performance and development strategy, the company held an investor relations activity (Friday) on March 18, 2022 at 15:00-16:30 on “value online” (www.ir-online. CN) Held a performance presentation meeting to communicate and exchange with investors and widely listen to the main contents of investors
Comments and suggestions. This annual performance presentation will be held remotely via the Internet. The main contents are as follows:
Where is the transportation company located? 2) Can the company increase its capacity in LNG transportation, such as more ships? Hello! Thank you for your attention to the company. The company is one of the leading liquid chemical shipping enterprises in China. By the end of 2021, the company has controlled 22 ships (including
Three charter ships), with a total capacity of 143700 DWT, including 19 chemical ships and 3 oil tankers. There are also 5 ships under construction (including 1 new ship built with capacity replacement). In 2021, the company achieved a water transportation volume of 3.9534 million tons of liquid chemicals, an increase of 24.84% over the previous year.
At present, the newly approved 5050 cubic meter liquefied gas ship (non ethylene ship) in 2021 has begun the preparatory design work. The liquid ammonia waterway transportation business is arranged through the newly built liquid ammonia transportation ship. In the future, the company will increase the transportation capacity of liquefied petroleum gas and liquid ammonia ships by applying for new ship transportation capacity and purchasing market stock ships according to the transportation market conditions. thank you!
2. What is the number of shareholders in the latest period
Hello! Thank you for your attention to the company. According to the register of shareholders issued by China Securities Depository and Clearing Co., Ltd., as of March 10, 2022, the number of shareholders (after merger) of the company was 11281, including 1477 institutional households. thank you! 3. What is the income of Shengde Xinan after its establishment in October last year? thank you!
Hello! Thank you for your attention to the company. According to the financial data of the company’s 2021 annual report, as of December 31, 2021, the operating income of Shengde Xin’an was 320636 million yuan. thank you!
4. Is shenghang more competitive than Xingtong?
Hello! Thank you for your attention to the company. Both the company and Xingtong are enterprises engaged in the transportation of chemicals and finished oil and water along the coast of China and the middle and lower reaches of the Yangtze River, but their customers and regions are different. Both the company and Xingtong have their own competitive advantages. thank you!
5. What is the order status of Q1 in the new year?
Hello! Thank you for your attention to the company. The company’s operation in the first quarter of 2022, please pay attention to the company’s subsequent disclosure of the first quarter report. thank you!
6. The company faces the concept of ESG. Are there any specific measures?
Hello! Thank you for your attention to the company. As a listed enterprise, the company has been actively performing its corporate social responsibility. Please refer to the chapter of “social responsibility” in the company’s periodic report for details. thank you!
7. Since the covid-19 pneumonia epidemic, whether there are further specific measures to effectively deal with the arrangement of the company’s ships, crew and materials?
Hello! Thank you for your attention to the company. Covid-19 epidemic has brought some difficulties to the company’s transportation business arrangement. The company reasonably dispatches crew and materials internally, communicates closely with maritime regulatory authorities, ports and suppliers externally, and constantly summarizes experience in practice. At present, covid-19 epidemic has not had a significant adverse impact on the company’s production and operation. Thank you!
8. Can you introduce the current downstream demand? Is it prosperous?
Hello! Thank you for your attention to the company. China’s chemical production and consumption are still in a steady growth period, the demand for chemical transportation between coastal provinces continues to grow, and the company’s business operation maintains stable and orderly growth. thank you!
9. Is there a plan to issue convertible bonds this year?
Hello! Thank you for your attention to the company. The company has no plan to issue convertible bonds, thank you!
10. Will the company increase new ships and transport capacity this year?
Hello! Thank you for your attention to the company. In 2022, the company will continue to increase the shipping capacity by means of purchase, construction and leasing. For details, please refer to the “prospect of the company’s future development” in the company’s 2021 annual report. thank you!
11. Does the high crude oil price affect the company
Hello! Thank you for your attention to the company. Fuel oil is an important part of the company’s operating costs. Rising oil prices will increase the company’s operating costs and have a certain impact on the company’s operating profits. The company digests the impact of rising fuel oil prices on operating efficiency through the linkage terms between freight rates and oil prices in the COA contract of long-term customers; At the same time, the company reduces the no-load rate of ships and improves the operation efficiency of ships by reasonably deploying the delivery of transportation capacity and ship allocation, so as to deal with the impact of the rise of fuel oil price on the operation cost and efficiency of the company.
thank you!
12. Does the new shengdexin security holding subsidiary at the end of October last year have any data on the overall production, operation and performance improvement of the company?
Hello! Thank you for your attention to the company. According to the company’s 2021 Annual Report
According to the financial data, as of December 31, 2021, Shengde Xinan realized an operating revenue of 320636 million yuan and a net profit of -1.0997 million yuan. thank you!
13. What is the current freight rate compared with the past five years? thank you
Hello! Thank you for your attention to the company. The freight rate has maintained a stable and slight increase in the past five years. thank you!
14. Hello, chairman, what are the biggest challenges and opportunities for the development of the company?
Hello! Thank you for your attention to the company. The company has location advantages, shipping policy support and market space. The company faces both opportunities and challenges, as well as challenges from rising costs and environmental protection requirements. thank you!
15. Main business items of the company: how much does the transportation of dangerous chemicals account for the overall operating economy of the company?
Hello! Thank you for your attention to the company. The company’s transportation revenue in 2021 comes from the water transportation of refined oil or chemicals. thank you!
16. What are your plans for this year?
Hello! Thank you for your attention to the company. The company will focus on the field of bulk liquid dangerous goods transportation, continuously improve the scale of the company’s transportation capacity and enhance the core competitiveness of the enterprise; At the same time, the company will gradually arrange the road transportation business of dangerous chemicals and clean energy transportation business, carry out multimodal transport and create a one-stop service system. Please refer to the company’s 2021 annual report “outlook for the company’s future development” for specific planning. thank you!
17. What are the company’s considerations on the sale, self construction and acquisition of ships?
Hello! Thank you for your attention to the company. With the gradual implementation of the company’s fund-raising investment projects, the company’s ship transportation capacity has increased steadily. By the end of 2021, the company controlled 22 ships (including three leased ships), with a total transportation capacity of 143700 tons, and the transportation capacity level has been continuously improved. In the future, the company will make decisions on the sale, self construction or acquisition of ships according to the actual needs of business operation, and timely perform the review and disclosure procedures. thank you!
18. Does the company have any financing plans
Hello! Thank you for your attention to the company. The company will be based on major investment and daily
Production and operation, and reasonably arrange financing considering factors such as financing environment and capital cost. If there is a major financing plan in the future, the relevant review procedures and information disclosure obligations will be performed in strict accordance with the requirements of the regulatory authorities. thank you!
19. When can the company’s dangerous chemicals green safety intelligent ship big data platform build a stable system?
Hello! Thank you for your attention to the company. The company’s fund-raising projects are under continuous investment. See the report on the use of raised funds and other letter Phi announcements disclosed by the company for relevant progress. Thank you!
20. At this stage, the oil price is soaring. What opportunities does the cooperation between China and Saudi Aramco have for the company?
Hello, thank you for your attention to the company! Up to now, the company has no business cooperation with Saudi Aramco.
21. The Chinese market is improving. Does the company have the idea of planned expansion of China’s highway transportation business?
Hello! Thank you for your attention to the company. On the basis of continuously consolidating the water transportation business of dangerous chemicals, the company will lay out the road transportation business of dangerous chemicals through equity participation, acquisition, merger and reorganization, connect the company’s existing water transportation business of dangerous chemicals, provide supporting logistics services for large chemical enterprises, and timely lay out the storage business of dangerous chemicals on this basis, so as to connect the whole upstream and downstream logistics supply chain of water transportation, wharf storage and road transportation of dangerous chemicals, Realize the strategic layout of multimodal transport, provide customized one-stop transportation services for customers, and improve the integrated service capacity of the company. thank you!
22. The company’s operating revenue this year has increased compared with that of last year and the fourth quarter compared with that of the first three quarters. What measures have been taken?
Hello! Thank you for your attention to the company. In 2021, especially since the fourth quarter, the company has made great efforts to digest various adverse factors, continue to maintain safe, high-quality and efficient customer service, strengthen high-standard and professional safe transportation management and control system, reasonably arrange transportation capacity structure, optimize fleet allocation and improve operation efficiency; Timely grasp the market trend and continuously expand the main business to ensure the sustainable, healthy and high-quality development of the company
Exhibition. At the same time, the company also actively expands new business areas through its subsidiaries. thank you! 23. The company’s R & D personnel increased by nearly 25% compared with last year. Is it a reserve for the construction of investment online intelligent system platform?
Hello! Thank you for your attention to the company. In 2021, the company continued to strengthen R & D investment, and continued to build a smart and information-based comprehensive shipping service platform around the shore based and ship linkage management through the construction of software system and intelligent terminal of Shipborne Internet of things. 24. The ship investment matters of the company’s self construction and acquisition with raised funds are in progress. Can you share the development strategy for the next three years after the completion of the investment?
Hello! Thank you for your attention to the company. For the company’s development plan for the next three years, please refer to the “prospect of the company’s future development” in the company’s 2021 annual report. thank you! 25. What is the dividend ratio of the company in the industry?
Hello! Thank you for your attention to the company! The company has reasonably determined the dividend level in accordance with the requirements of the governance norms of listed companies, the relevant commitments in the articles of association and prospectus and its own operation. The dividend matters of 2021 have been submitted to the annual general meeting of shareholders for deliberation. Thank you!
26. What are the main reasons for the year-on-year decline in gross profit margin?
Hello! Thank you for your attention to the company. In 2021, while the company’s revenue maintained growth, the decline in gross profit margin of transportation business was mainly due to the rise of operating costs such as labor, fuel and ship leasing. thank you!
27. Will the company have employee stock ownership plans and other employee incentives in the future?
Hello! Thank you for your attention to the company. The company has disclosed the restricted stock incentive plan for 2021. For details, see the relevant announcements on cninfo.com. The company will continue to optimize the incentive mechanism to stimulate the vitality and creativity of the team. If the company has relevant plans, it will perform the corresponding approval procedures and disclosure obligations in strict accordance with the requirements. thank you! 28. In terms of expanding new customers, does the company currently have a clear industry direction and measures?
Hello! Thank you for your attention to the company. The company continues to deepen the field of water transportation of dangerous chemicals and do a good job in supporting logistics services for large chemical enterprises. Hazardous chemicals and water in the future
In the field of road transportation, we will gradually expand the high-end chemical transportation business, and continuously expand the new energy transportation business such as liquefied petroleum gas and liquid ammonia. On this basis, we will continue to extend to the upstream and downstream supply chains of wharf, storage and road transportation, provide customized transportation services for customers and improve the integrated service capacity of the company. thank you!
29. Hello, where is the company’s competitive advantage in the industry? How to maintain this advantage?
Hello! Thank you for your attention to the company. company
