Jinjiang Shipping: Holds an earnings presentation on May 8th, investors participate

Securities Star News, May 11, 2026: Jinjiang Shipping (601083) announced that the company held an earnings presentation on May 8, 2026.

The specific content is as follows:

Questions raised by investors and the company’s responses

The company responded to questions raised by investors at this presentation: Question: Jinjiang Shipping is actively building a financial shared service center and a commercial review center. What is the current status of their construction?

Answer: Dear investors, the company has successfully implemented the financial shared service center and the commercial review center. Through the shared concept of “efficient, unified, compatible,” a standardized data platform has been built to improve management efficiency and effectiveness. Thank you for your attention to the company.

Question: How will Jinjiang Shipping continue to develop the financial shared service center and the commercial review center?

Answer: Dear investors, the company will continue to optimize and improve internal management processes, constantly enhance management efficiency, and provide more refined services to customers. At the same time, relying on digital intelligence technology, the company will deeply explore data value, expand service scope, build a collaborative network, and continuously improve the company’s financial digital intelligence development level. This will transform financial control into a solid driving force for corporate development, promoting high-quality sustainable growth. Thank you for your attention to the company.

Question: 1: The company leads in market share on the Shanghai–Japan and cross-strait routes, forming high-margin barriers through high punctuality and HDS boutique services. However, major shipping companies like COSCO Shipping Holdings are beginning to penetrate near-ocean markets. How does the company plan to strengthen its boutique route moat? How is the customer expansion and service replication progress for new routes like Southeast Asia “Silk Road Express” in 2026? 2: In 2026, what specific plans does the company have regarding new energy ships (such as methanol/ammonia fuel), green fuel applications, and carbon reduction cost control? How does it balance green investments with short-term profitability? 3: The industry faces overcapacity pressure in 2026, but intra-Asian trade (especially Japan-China and ASEAN) remains resilient. As a core shipping platform within the Shanghai port system (controlled by Shanghai Port Group), how does the company leverage port-ship coordination advantages (Shanghai Port Group holding) to enhance differentiated competitiveness in space allocation, transshipment efficiency, and customer resources, to mitigate industry price war risks?

Answer: Dear investors, the company adheres to its brand strategy, focusing on high-quality shipping needs of customers, providing efficient maritime transportation solutions. As of December 31, 2025, the company operates 36 routes, achieving a layout with Northeast Asia’s “two centers” and major ports in China and Southeast Asia radiating in both directions, creating multiple boutique routes in Northeast Asia. Relying on high punctuality of vessels, the company has launched HDS and Super HDS multi-level service models, which are highly recognized by customers. The company further deepens its differentiated advantages, promoting the boutique route concept in Southeast Asia, developing series products such as Maritime Defense Silk Road Express, Ho Chi Minh Silk Road Express, and Thailand Silk Road Express; connecting Silk Road Express to Northeast Asia to offer more competitive multi-modal logistics solutions across regions.

In the new round of fleet renewal, the company considers the development of new energy fuels and ships, proactively planning matching design schemes for different vessel types. Meanwhile, the company continues to deepen green shipping concepts, paying close attention to and tracking developments in new energy, continuously optimizing fleet green management. Additionally, the company collaborates with professional institutions such as the Shanghai branch of China Classification Society and Shanghai Ship Research and Design Institute on shipbuilding, operational support, and energy-saving environmental protection, aiming to promote green transformation and high-quality development.

The company adopts a differentiated competitive strategy, with container shipping as its main business, focusing on Northeast Asia, Southeast Asia, and domestic routes. The Northeast Asia and cross-strait routes, as traditional advantages, enjoy a good market reputation through brand services. The company will continue to strengthen its market competitiveness on these traditional routes, consolidating its fundamental performance. Southeast Asian routes cover Thailand, Vietnam, Indonesia, the Philippines, and other countries. In recent years, while expanding route layouts, the company has continuously replicated boutique service models; linking with Northeast Asia boutique routes, providing stable, efficient direct services for regional customers. Going forward, the company will maintain its differentiated positioning, further enriching Southeast Asia boutique route layouts by drawing on experience from traditional advantage routes. These operational measures aim to maintain core competitiveness and brand influence, continuously strengthening Southeast Asia as a second growth engine. Thank you for your attention.

Question: Will the company expand into passenger cruise business?

Answer: Dear investors, currently, the company’s main business is container shipping. It continues to strengthen service quality advantages and strives to expand related business scale. The company does not operate cruise business. Thank you for your attention.

Jinjiang Shipping (601083) main business: International and domestic maritime container transportation.

Jinjiang Shipping’s Q1 2026 report shows that in the first quarter, main revenue was 1.73B yuan, up 3.97% year-on-year; net profit attributable to the parent was 335 million yuan, down 6.02%; non-recurring net profit was 317 million yuan, down 8.71%; debt ratio was 20.69%; investment income was -1.0953 million yuan; financial expenses were 1.0089 million yuan; gross profit margin was 28.47%.

In the past 90 days, three institutions have issued ratings for this stock: one buy rating, two overweight ratings; the average target price over the past 90 days is 14.93 yuan.

Detailed profit forecast information is as follows:

Margin financing and securities lending data show that in the past three months, net financing inflow was 29.54 million yuan, with an increase in financing balance; net securities lending inflow was 137.7k yuan, with an increase in securities lending balance.

The above content is compiled from public information by Securities Star, generated by AI algorithms (Network Credit Calculation Backup No. 310104345710301240019), and does not constitute investment advice.