[中报]招港B(201872):2026年半年度报告摘要(英文版)
Indicatebytickmarkwhetherthereisanyretrospectiveadjustmentorrestatementtoprior-yearfinancialstatements. ?Yes√No
?Applicable√Notapplicable Changesintop10shareholdersandtop10unrestrictedshareholdersduetorefinancingshareslending/returncomparedwiththepriorperiod
1.BusinessOverviewoftheReportingPeriod (1)Overalloverviewofportbusiness Duringthefirsthalfof2026,thecontainerbusinessoftheCompanyshowedgrowthmomentum,anditsbulkcargobusinessmaintainedastablefoundation.TheCompany’sports handledatotalcontainerthroughputof106.78millionTEUs,representingayear-on-yearincreaseof5.5%;bulkcargovolumereached622.03milliontonnes,representingayear-on-yeardecreaseof1.5%.Forthecontainer business, ports in Mainland China handled 84.69 million TEUs, representing ayear-on-yearincreaseof6.9%.PortsinHongKongandTaiwanrecordedacombinedthroughputof2.40millionTEUs,representingayear-on-yeardecreaseof14.7%.Overseasportshandled19.69millionTEUs,representingayear-on-yearincreaseof2.5%.Forthebulkcargobusiness,ports inMainlandChinahandled616.34milliontonnes,representingayear-on-yeardecreaseof1.6%,whileoverseasportshandled5.70milliontonnes,representingayear-on-yearincreaseof18.6%.(2)ImplementationofoperatingplanduringtheReportingPeriod During the Reporting Period, the Company committed to its strategic goal of becoming a“world-leadingportserviceprovider”,upholdingthe“GlobalPresence”,“LeanManagement”and“InnovativeTransformation”.Itachievedresultsinareassuchashomebaseportdevelopment,overseasexpansion,operationalmanagement,technologicalinnovation,andESGinitiatives,withkeyoperationalperformanceindicatorssecuringsoundgrowth. ① Asforhomebaseportconstruction,theCompanyconsolidateditsregionalfoundationsandenhancedcompetitiveadvantages.TheWestShenzhenPortZonemaintainedanupwardtrendinitscontainerbusiness.EffortstointegratecontainerbusinessresourcesandoptimizethedeploymentintheWestShenzhenPortZonewereundertakeninanorderlymanner,andsteadyprogresswasmadeontheconstructionoftheDachanBayPhaseIIproject.Inoverseashomebaseports,CICTinSriLankamaintaineditsleadingmarketshareincontainerthroughputwithintheportareaandcontinuedtostrengthencooperationwithkeycustomers.HIPGinSriLankaleverageditsregionalstrengthtocontinuouslyenhancecapacityandstreamlineitsbusinessstructure.WithcoordinatedgrowthacrossthecontainerandRoRobusinesssegments,theCompany'soperationsshowedpositivemomentum. ② Regardingoverseasexpansion,theCompanyfocusedonkeyregionsandintensifieditsstrategicdeployment.FocusingonstructuralinvestmentopportunitiesingrowthmarketssuchasSoutheastAsia,LatinAmericaandAfrica,theCompanysteadilyandmethodicallyexpandeditsportfolio of overseas controlled terminals. Concurrently, the Company continued to promoteintegrated synergy between CICT and HIPG in Sri Lanka, strengthening port capacity andachievingefficientresourcesharingandcomplementaryadvantages.TCPinBrazilhasacceleratedprojectssuchasyardexpansion,berthrefurbishmentandgantrycraneupgrades.Meanwhile,NPHinIndonesiahasproceededwithmanagementintegrationtomaintainsmoothbusinessoperations.③ Inrespectofoperationsmanagement,theCompanydeepeneditsleanmanagementandstrengthened top-down empowerment. The Company has laid a solid foundation for valuecreationthroughleanmanagementandempoweredhigh-qualitydevelopmentthroughtop-downcontrolandmanagement.Ontheonehand,theCompanycontinuedtodeepenthephilosophyoflean management, optimize the end-to-end operational system, establish commercial controlmechanisms,promotemeticulousmanagementandcoordinatedbusinessexpansion,achievecostcontrolandoperationefficiencyenhancement,andimprovethefinancingstructuretoenhanceassetoperationalefficiency.Ontheotherhand,theCompanyhasstrengthenedgovernanceacrossitsglobal operations by establishing localized decision-making rules, clarifying governanceresponsibilities, and improving overseas risk identification and process control systems. Byleveragingdigitalsystemstoadvancetheintegrationoffinancialmanagementbothdomesticallyandoverseas,theCompanysupporteditslong-term,steadydevelopmentthroughhigh-standardglobalresourceallocationandenhancedgovernanceefficiency. ④ As regards technological innovation, the Company advanced digital and intelligentempowermenttobuildgreenports.TheCompanyremainedcommittedtotechnology-drivendevelopment, actively exploring applications of cutting-edge technologies such as artificialintelligence,andfocusingonleveragingtechnologytoempowerindustrialupgrading.Firstly,theCompanysustaineditseffortstostrengthensystemresearchanddevelopment.AnewfoundationalversionoftheCTOSsystemhasbeenreleased,whichfeaturescapabilitiestosupporttheoperationsofsmall,mediumandmicro-scalecontainerterminals.RegardingtheBTOSproductforbulkandgeneralcargo,acontracthasbeensignedfortheSomaportterminalinMorocco.Secondly,theCompanysparednoefforttopromotesmartapplications.ShekouContainerTerminalhasrolledoutasmartyardplan,effectivelyreducingtherateofcontaineroverturns,whileMawanSmartPorthascontinuously optimized port operations, with the operation efficiency of autonomous vehiclesimprovingsteadily.Thirdly,greentransformationwasactivelypursuedwithMawanSmartPorthavingcompletedthefirstship-to-shipLNGbunkeringoperation. ⑤ IntermsofESGconstruction,theCompanyexploredcutting-edgeissuesandachievedexcellentresultsinratingimprovements.TheCompanycontinuouslyreinforcedtheintegrationof ESG into its operations and promoted the routine management of ESG issues. On theenvironmentalfront,theCompanypublisheditsfirstNature-relatedFinancialImpactReportinApril2026,systematicallyassessingtheimpactonnatureacrossitsvaluechainandformulating
(1)ChangestoAccountingPolicies,AccountingEstimatesorAccountingMethodsComparedtotheLastAccountingPeriod On5?December?2025,theMinistryofFinanceissuedInterpretationsNo.19oftheAccountingStandards for Business Enterprises (Cai Kuai [2025] No.32, hereinafter referred to as"InterpretationsNo.19")Theprovisionsconcerning“AccountingTreatmentsforIndemnificationAssets in Business Combinations Not under Common Control”, “Accounting Treatments forRelatedCapitalReservesuponDisposalofaSubsidiaryPreviouslyObtainedthroughaBusinessCombination under Common Control”, “Derecognition of Financial Liabilities Settled viaElectronic Payment Systems”, “Assessment and Disclosure of Contractual Cash FlowCharacteristicsofFinancialAssets”,and“DisclosuresforEquityInstrumentsDesignatedatFairValueThroughOtherComprehensiveIncome”becameeffectiveon1?January?2026.On4?June?2026,theMinistryofFinanceissuedInterpretationsNo.20oftheAccountingStandardsforBusinessEnterprises(CaiKuai[2026]No.7,hereinafterreferredtoas"InterpretationsNo.20").Theprovisionsregarding“AssessmentofContractualCashFlowCharacteristicsofFinancialAssets”and“AccountingTreatmentsandRelatedDisclosuresintheAbsenceofCurrencyConvertibility”becameeffectiveon1?January?2026. Following these changes in accounting policies, the Company will implement the relevantprovisionssetforthinInterpretationsNo.19andNo.20.Exceptfortheaforesaidpolicychanges,allotherunchangeditemsshallcontinuetobegovernedbytheBasicStandardofAccountingStandards for Business Enterprises, the specific accounting standards, Application Guides toAccounting Standards for Business Enterprises, Interpretation Announcements of AccountingStandardsforBusinessEnterprises,andotherrelevantregulationspreviouslyissuedbytheMinistryofFinance. (2)RetrospectiveRestatementsduetotheCorrectionofMaterialAccountingErrorsintheReportingPeriod ?Applicable √Notapplicable Nosuchcases. (3) Changes to the Scope of Consolidated Financial Statements Compared to the LastAccountingPeriod ?Applicable √Notapplicable ChinaMerchantsPortGroupCo.,Ltd. BoardofDirectors Dated29August2026 中财网
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