<p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240314/48399287-8488-4d5a-9eb2-995693e88bab.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">日前，台湾三大班轮公司2024年2月营收数据全部出炉。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">长荣海运：2月营收环比增长6.4%</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">长荣海运2024年2月实现</span><span style="font-weight:bolder;font-size:16px;">营业收入新台币301.7亿元（约9.6亿美元）</span><span style="font-size:16px;">，同比增长61.5%，环比增长6.4%。为2022年12月以来首度实现单月合并营收300亿元新台币，也是连续两个月交出单月营收年、月双增的好成绩单。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240314/f93c363f-ab55-4a34-b26b-a09d35832fd1.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">2024年前2个月</span><span style="font-size:16px;">，长荣海运累计实现营业收入新台币585.2亿元，同比增长30.3%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">对于2月份的强劲业绩，长荣海运方面表示，虽然2月为农历春节连假，但受益于红海贸易危机，海运价普遍坚挺上扬。尽管部分亚洲国家生产线于农历春节期间停工，导致节后货运需求疲弱，但红海危机带来的运价上涨利好，依然弥补了需求的不足。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">根据Alphaliner最新数据，</span><span style="font-weight:bolder;font-size:16px;">在全球班轮公司运力100强中，长荣海运全球排名第7</span><span style="font-size:16px;">，运营212艘，其中自有船舶127艘、租入船舶85艘，总舱位达到164.9万TEU。此外，长荣海运还持有70艘，总计82.2万TEU新造船订单。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">阳明海运：2月营收环比增长1.9%</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">阳明海运2024年2月实现</span><span style="font-weight:bolder;font-size:16px;">营业收入新台币142.6亿元（约4.5亿美元）</span><span style="font-size:16px;">，同比增长26.7%，环比增长1.9%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240314/fe5eff59-f9b5-437c-9128-6fe0542a86a9.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">2024年前2个月</span><span style="font-size:16px;">，阳明海运累计实现营业收入新台币282.5亿元（约4.5亿美元），同比增长17.6%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">根据Alphaliner最新数据，</span><span style="font-weight:bolder;font-size:16px;">在全球班轮公司运力100强中，阳明海运排名第9</span><span style="font-size:16px;">，运营93艘，其中自有船舶56艘、租入船舶37艘，总舱位达到70.5万TEU。此外，阳明海运持有5艘，总计77500TEU新造船订单。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240314/5a74df17-5e24-434d-b230-19b2ac0e8b2c.jpg" /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;font-size:16px;">万海航运：2月营收环比下降4.19%</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">万海航运2月份实现</span><span style="font-weight:bolder;font-size:16px;">营收88.64亿元</span><span style="font-size:16px;">，环比下降4.19%、同比增长21.24%；</span><span style="font-weight:bolder;font-size:16px;">前两个月营收</span><span style="font-size:16px;">达到181.17亿元，同比增长7.79%。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-size:16px;">万海表示，2月营收较上月减少，主要是受到2月工作天数及假期因素影响，货量较上个月减少，但观察到农历春节假期后，各地需求已逐步增加，将有助于公司业绩稳健增长。</span> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="text-align:justify;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240314/166510d6-b5ad-4177-95ed-8eb991d2925b.jpg" /> </p> <p> <div style="text-align:justify;"> <span><br /> </span> </div> <span> <div style="text-align:justify;"> <span><span style="font-size:16px;">根据Alphaliner最新数据，</span></span><span style="font-size:16px !important;color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-weight:bolder;">在全球班轮公司运力100强中，万海航运排名第11</span><span><span style="font-size:16px;">，运营118艘，其中自有船舶110艘、租入船舶8艘，总舱位达到47.8万TEU。此外，万海航运还持有17艘，总计11.2万TEU新造船订单。</span></span> </div> </span> </p>