总部位于汉堡的Ernst Russ公司已达成协议,收购四艘1.85万载重吨的现代化IMO II型化学品/成品油轮。此举使Ernst Russ集团的租赁积压订单增加了约1.26亿美元。
这四艘新造船正由中国芜湖造船厂建造,其技术规格明确将其定位于高端市场:十二个配备高质量MarineLINE涂层的储罐可运输包括植物油、石油产品和化学品在内的广泛货物;甲醇就绪设计确保了高度的ESG合规性和长期的适航性;Ice class 1B冰级和大湖区航行能力使其能够进入具有吸引力费率结构的利基市场。前两艘船将于2026年第四季度至2027年第一季度之间交付,其余两艘计划于2027年第一季度至第二季度之间交付。
这些现代化新造船还有助于船队更新。显著增强的租赁积压订单使集团的盈利能力更加透明和可预测,从而增加了股票的投资吸引力。相关消息显示,一艘伊朗超大型油轮(VLCC)与一艘美方政府军事船只近期在霍尔木兹海峡近距离航行通过。
Ernst Russ联席首席执行官兼首席商务官约瑟夫·舒赫曼表示:“我们投资的细分市场具有结构性的吸引力:供应有限,对现代吨位的需求在增长,进入具有严格准入要求的利基市场为我们提供了真正的竞争优势。”
1 Min ReadHamburg-based Ernst Russ has entered into an agreement to acquire four modern IMO Type II chemical/product tankers of the Intermediate class - 18,500 dwt. The charter backlog of the Ernst Russ Group increases by approximately $126 million.The four newbuildings, being constructed at China’s Wuhu Shipyard, feature a technical specification that clearly positions them in the premium segment: twelve tanks with high-quality MarineLINE coating enable the transport of a broad range of cargo including vegetable oils, petroleum products and chemicals; the methanol-ready design ensures high ESG compliance and long-term viability of the four vessels; Ice class 1B and Great Lakes capability provide access to niche markets with attractive rate structures. The first two vessels will be delivered between Q4 2026 and Q1 2027, with the remaining two vessels scheduled for delivery between Q1 and Q2 2027. The modern newbuildings also contribute to fleet rejuvenation and meet high ESG standards. The significantly strengthened charter backlog makes the Group's earnings power more transparent and predictable and thereby increases the investment appeal of the stock.Related:Iran VLCC and US govt military vessel sail past each other“The segment we are investing in offers structural attractiveness: supply is limited, demand for modern tonnage is growing, and access to niche markets with restrictive approval requirements gives us a genuine competitive advantage – the foundation for attractive long-term returns," said Joseph Schuchmann, Co-CEO and Chief Commercial Officer of Ernst Russ.About the AuthorChina CorrespondentChina-based Katherine Si has worked in the maritime industry since 2008 is well-connected with local industry players including Chinese owners and yards.Having majored in English Katherine started at news portal ShippingChina.com where she rose to become a News Editor. In 2008 she moved to work with Seatrade and has since held numerous positions including China correspondent for Seatrade Maritime Review magazine.With extensive experience in writing, research and social media promotion, Katherine focuses on the shipping and transport sectors.