Seacon Shipping Group Announces Discloseable Transactions: Vessel Disposal and Purchase Option Exercise
Key Highlights
- Disposal of Vessel: Seacon Shipping Group Holdings Limited (“Seacon”) has agreed to sell the bulk carrier Seacon Antwerp for USD42.9 million.
- Exercise of Purchase Option: Seacon will first acquire the vessel from its current owner by exercising a purchase option at a price of up to USD27.3 million, before delivering it to the buyer.
- Financial Impact: The Group expects to record a post-tax gain of approximately USD9.4 million from the disposal, which could positively impact Seacon’s financials.
- Strategic Implications: The transactions are part of Seacon’s fleet optimization strategy, enhancing liquidity and freeing capital for future vessel acquisitions.
- Listing Rules: Both the disposal and purchase option exercise are classified as discloseable transactions under HKEX Listing Rules, requiring formal announcement and reporting.
- Timeline: The vessel will be delivered to the buyer on or before 30 September 2026. The buyer may cancel if delivery is delayed.
- Parties Involved:
- Seller: Seacon Antwerp Ltd., a wholly-owned subsidiary of Seacon, incorporated in Liberia.
- Buyer: Journey Marine S.A., incorporated in Marshall Islands, owned by Mr. Yevgen Lavrenko.
- Owner: Qihang Zhongzhou Leasing (Tianjin) Co., Ltd., a PRC company owned by Bank of China Financial Leasing Co., Ltd.
Detailed Transaction Overview
On 4 June 2026, Seacon Shipping Group Holdings Limited announced that its indirect wholly-owned subsidiary entered into an agreement with Journey Marine S.A. for the sale of the vessel Seacon Antwerp—a 43,655 gross tonnage bulk carrier built in 2024. The sale price is USD42.9 million, payable with a deposit of USD4.29 million and the balance in escrow ahead of vessel delivery.
The vessel is currently chartered to Seacon under a bareboat charter arrangement with the owner, Qihang Zhongzhou Leasing (Tianjin) Co., Ltd. Seacon will exercise its purchase option to acquire the vessel at a price adjusted according to charter terms (up to USD27.3 million). Upon transfer, the charter terminates, and Seacon will sell the vessel onward to Journey Marine S.A.
Financial Effects & Shareholder Considerations
- Profit & Book Value:
- Seacon Antwerp generated net profits of USD733,500 (2024) and USD853,200 (2025).
- Book value as of 31 December 2025 was USD33.19 million; expected net asset value at delivery is USD32.7 million.
- Transaction Gain: Estimated gain from disposal after tax and expenses is USD9.4 million. This could strengthen Seacon’s balance sheet and potentially be price-sensitive.
- Use of Proceeds: Net proceeds will be used to finance new vessel acquisitions and for general working capital, supporting future growth.
- Fleet Optimization: The directors believe the disposal and purchase option exercise are fair, reasonable, and in the interests of shareholders, aligning with their fleet optimization strategy.
Regulatory and Reporting Implications
The transactions are classified as discloseable under HKEX Listing Rules, as the relevant percentage ratios exceed 5% but are less than 25%. This ensures transparency and compliance, and marks the transactions as significant but not subject to shareholder approval.
The purchase option is aggregated with a previous similar transaction involving another vessel from Bank of China Financial Leasing subsidiaries, maintaining the discloseable status.
Potential Price-Sensitive Information
- Significant gain on disposal (USD9.4 million) could positively affect share price.
- Enhanced liquidity and capital for fleet growth may signal future expansion and financial strength.
- Timely completion and successful delivery could be monitored by investors for risk assessment.
Board and Management
The board comprises executive directors Mr. Guo Jinkui (Chairman), Mr. Chen Zekai, Mr. He Gang, and Mr. Zhao Yong, as well as independent non-executive directors Mr. Fu Junyuan, Ms. Zhang Xuemei, and Mr. Zhuang Wei.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult professional advisors before making any investment decisions. All information is based on the company’s official public disclosures as of 4 June 2026.
洲際船務集團公佈可披露交易：出售船舶及行使購買權
重點摘要
- 出售船舶：洲際船務集團控股有限公司（「洲際」）同意以4,290萬美元出售散貨船Seacon Antwerp。
- 行使購買權：洲際將先以高達2,730萬美元行使購買權向現有船東收購船舶，再將船舶交付買方。
- 財務影響：集團預計出售後可錄得稅後約940萬美元收益，有機會正面影響公司財務狀況。
- 策略意義：本次交易符合洲際優化船隊策略，提升流動資金，為未來收購新船提供資金。
- 上市規則：出售及購買權行使根據港交所上市規則屬可披露交易，需正式公告及報告。
- 時間表：船舶最遲於2026年9月30日交付買方，若交付延遲買方可取消協議。
- 相關方：
- 賣方：Seacon Antwerp Ltd，洲際全資子公司，註冊於利比里亞。
- 買方：Journey Marine S.A.，註冊於馬紹爾群島，由Yevgen Lavrenko先生全資擁有。
- 船東：啟航中洲租賃（天津）有限公司，屬中國銀行金融租賃有限公司全資。
詳細交易內容
於2026年6月4日，洲際船務集團公佈其全資子公司已與Journey Marine S.A.訂立協議，以4,290萬美元出售Seacon Antwerp（43,655總噸散貨船，建於2024年）。買方需支付429萬美元訂金，餘款於船舶交付前預存於託管賬戶。
該船目前由洲際以光船租賃方式向啟航中洲租賃（天津）有限公司租用。洲際將行使購買權，以協議調整價格（最高2,730萬美元）收購船舶，取得船舶後光船租賃終止，再將船舶出售予Journey Marine S.A.
財務影響及股東需注意事項
- 盈利及賬面值：
- Seacon Antwerp於2024年及2025年分別錄得73.35萬美元及85.32萬美元淨利。
- 2025年底賬面值為3,319萬美元，預計交付時資產淨值為3,270萬美元。
- 交易收益：出售預計稅後盈利約940萬美元，對公司財務有正面作用，屬具價格敏感性資料。
- 資金用途：淨收益將用於收購新船及一般營運資金，支持未來發展。
- 船隊優化：董事認為交易條款公平合理，符合股東整體利益，與集團優化船隊策略一致。
監管及報告要求
本次交易按港交所上市規則屬可披露交易（比例超過5%但少於25%），需公告及報告，屬重大但毋須股東批准事項。
購買權行使與之前類似交易合併計算，維持可披露交易地位。
潛在價格敏感資訊
- 出售錄得顯著盈利（940萬美元），有機會推動股價。
- 流動資金提升及船隊擴展訊號，反映財務實力。
- 交付進度及交易完成，投資者可留意風險管理。
董事會及管理層
董事會包括執行董事郭金葵（主席）、陳澤凱、何剛、趙勇，以及獨立非執行董事傅俊遠、張雪梅、莊偉。
免責聲明
本文僅供資訊參考，並不構成投資建議。投資者應自行研究及諮詢專業顧問，方作投資決定。所有資料以公司於2026年6月4日公開披露為準。
