<p>【新加坡】在中东冲突的背景下，Seatrium 的维护、修理和大修服务（MRO）需求有所减弱，尽管其其他业务的整体影响仍然有限。</p>
<p>Seatrium 在其订单中没有主要的中东相关项目，其在该地区的存在仅限于其子公司 Seatrium Offshore Technology (SOT)，该公司提供钻井设备和 MRO 服务。</p>
<p>Seatrium 在周四（4 月 16 日）的一份交易所文件中表示：“截至目前，冲突对 SOT 在中东的钻井设备供应业务的影响有限，没有客户合同取消或延期。”</p>
<p>“然而，由于该地区的一些客户暂时暂停了运营并推迟了 MRO 服务，MRO 活动有所减弱。”</p>
<p>尽管如此，Seatrium 并不认为 MRO 活动的减弱会对集团产生实质性影响。</p>
<p>Seatrium 正在回应一位股东在 4 月 22 日年度股东大会前提出的关于中东冲突对其区域运营、项目和交付时间表影响的询问。</p>
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<p>它还回应了另一位股东关于冲突是否干扰其浮动生产储存和卸载单元及浮动生产单元的项目时间表和供应链的询问，包括针对海湾地区客户的项目。</p>
<p>该集团表示，目前在其订单中没有针对受影响地区的项目。</p>
<p>它补充说，其大部分工作是通过 One Seatrium 全球交付模式和地理多样化的船厂网络执行的，这提高了运营灵活性，并为抵御区域性干扰提供了韧性。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e5bad50fde1632d60f95d3ba11af273d9a283ab7c880c9ba706ea24f18c36af4/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e5bad50fde1632d60f95d3ba11af273d9a283ab7c880c9ba706ea24f18c36af4/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>Seatrium 建立 30 亿新元的多币种债务发行计划</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c30f4c83b6d43905330a95471874257a1ae11c553760bc2dfbf7a72c2ecf3ab6/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c30f4c83b6d43905330a95471874257a1ae11c553760bc2dfbf7a72c2ecf3ab6/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>分析师对新加坡银行业前景看法不一，尽管避险地位仍然 “完好”</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b690281a9394314b7540bb813ae79599a511f6f7b510b210604ee73b4161a041/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b690281a9394314b7540bb813ae79599a511f6f7b510b210604ee73b4161a041/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>随着海湾冲突动摇投资者信心，STI 上市公司花费 1.8 亿新元进行股票回购</h3>
<p>Seatrium 表示：“在这一时刻，冲突引发的供应链影响仍然有限且间接。”</p>
<p>“根据通常的采购风险缓解措施，关键项目的时间缓冲和提前采购策略已到位。集团正在进行的项目所需的关键设备大部分也在中东以外制造。”</p>
<p>在回应另一位股东关于油价上涨是否导致新项目询问的提问时，Seatrium 表示，油价上涨通常支持资本支出并强化能源安全考虑，但 “现在评估这是否会导致新商业机会的实质性加速还为时尚早”。</p>
<p>它补充说，这些机会将取决于中东供应中断的持续时间和严重程度。</p>
<p>另外，Seatrium 还被问及其补充订单的努力，截至 2025 财年末，其订单下降超过 20% 至 178 亿新元。它表示，正在追求超过 320 亿新元的管道交易，涵盖石油和天然气、海上风电、维修和升级以及新能源解决方案。</p>
<p>一位股东还对交付给 Maersk 的风力涡轮机安装船的交付情况表示担忧，包括其还款时间表、利率和与项目商业可行性相关的潜在信用风险。</p>
<p>自 2 月 26 日交付该船以来，Seatrium 已收到至少 1.1 亿美元（不包括变更订单）的付款，并开始了为期 10 年的有息信贷安排。该贷款将通过船只产生的现金偿还，集团表示。</p>
<p>Seatrium 的股票在周五收盘时下跌 1.6%，或 0.04 新元，报 2.42 新元，公告发布后。</p>
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海庭

<p>海庭报告称，由于中东冲突的持续，维护、修理和大修（MRO）服务的需求有所减弱，尽管对其运营的整体影响有限。该公司在该地区没有重大项目，也没有经历任何合同取消。一些客户已推迟 MRO 活动，但海庭预计这对其业务不会产生实质性影响。该公司正在寻求超过 320 亿新元的潜在交易，并已实施采购策略以减轻冲突带来的风险</p>

<p>[SINGAPORE] Demand for Seatrium’s maintenance, repair and overhaul services (MRO) has softened amid the Middle Eastern conflict, even as the overall impact on its other operations remains limited.</p>
<div class="lb-trans"><p>【新加坡】在中东冲突的背景下，Seatrium 的维护、修理和大修服务（MRO）需求有所减弱，尽管其其他业务的整体影响仍然有限。</p>
</div><p>Seatrium has no major Middle East-related projects in its order book, with its presence in the region limited to its subsidiary, Seatrium Offshore Technology (SOT), which provides rig kits and MRO services.</p>
<div class="lb-trans"><p>Seatrium 在其订单中没有主要的中东相关项目，其在该地区的存在仅限于其子公司 Seatrium Offshore Technology (SOT)，该公司提供钻井设备和 MRO 服务。</p>
</div><p>“To date, the impact of the conflict on SOT’s rig kit supply operations in the Middle East has been limited, with no customer contract cancellations or deferments,” said Seatrium in a bourse filing on Thursday (Apr 16).</p>
<div class="lb-trans"><p>Seatrium 在周四（4 月 16 日）的一份交易所文件中表示：“截至目前，冲突对 SOT 在中东的钻井设备供应业务的影响有限，没有客户合同取消或延期。”</p>
</div><p>“However, MRO activity has moderated as some customers in the region have temporarily paused operations and deferred MRO services.”</p>
<div class="lb-trans"><p>“然而，由于该地区的一些客户暂时暂停了运营并推迟了 MRO 服务，MRO 活动有所减弱。”</p>
</div><p>Still, Seatrium does not expect the softer MRO activity to materially affect the group.</p>
<div class="lb-trans"><p>尽管如此，Seatrium 并不认为 MRO 活动的减弱会对集团产生实质性影响。</p>
</div><p>Seatrium was responding to a shareholder’s query, ahead of its annual general meeting on Apr 22, on the impact of the Middle East conflict on its regional operations, projects and delivery schedules.</p>
<div class="lb-trans"><p>Seatrium 正在回应一位股东在 4 月 22 日年度股东大会前提出的关于中东冲突对其区域运营、项目和交付时间表影响的询问。</p>
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<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
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</div><p>It also addressed a separate shareholder query on whether the conflict was disrupting project timelines and supply chains for deliveries of its floating production storage and offloading units and floating production units, including those for Gulf-region clients.</p>
<div class="lb-trans"><p>它还回应了另一位股东关于冲突是否干扰其浮动生产储存和卸载单元及浮动生产单元的项目时间表和供应链的询问，包括针对海湾地区客户的项目。</p>
</div><p>The group said there are currently no projects in its order book that are bound for the impacted region.</p>
<div class="lb-trans"><p>该集团表示，目前在其订单中没有针对受影响地区的项目。</p>
</div><p>It added that a significant portion of its work is executed through its One Seatrium Global Delivery Model and geographically diversified yard network, which improves operational agility and offers resilience against regional disruptions.</p>
<div class="lb-trans"><p>它补充说，其大部分工作是通过 One Seatrium 全球交付模式和地理多样化的船厂网络执行的，这提高了运营灵活性，并为抵御区域性干扰提供了韧性。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/e5bad50fde1632d60f95d3ba11af273d9a283ab7c880c9ba706ea24f18c36af4/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/e5bad50fde1632d60f95d3ba11af273d9a283ab7c880c9ba706ea24f18c36af4?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Seatrium sets up S$3 billion multicurrency debt issuance programme</h3>
<div class="lb-trans"><h3>Seatrium 建立 30 亿新元的多币种债务发行计划</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c30f4c83b6d43905330a95471874257a1ae11c553760bc2dfbf7a72c2ecf3ab6/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/c30f4c83b6d43905330a95471874257a1ae11c553760bc2dfbf7a72c2ecf3ab6?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Analysts split on Singapore’s banking sector outlook even as safe-haven status remains ‘intact’</h3>
<div class="lb-trans"><h3>分析师对新加坡银行业前景看法不一，尽管避险地位仍然 “完好”</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b690281a9394314b7540bb813ae79599a511f6f7b510b210604ee73b4161a041/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/b690281a9394314b7540bb813ae79599a511f6f7b510b210604ee73b4161a041?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>As Gulf conflict rattles investors, STI listcos spend S$180 million on share buybacks</h3>
<div class="lb-trans"><h3>随着海湾冲突动摇投资者信心，STI 上市公司花费 1.8 亿新元进行股票回购</h3>
</div><p>“At this juncture, supply chain impact arising from the conflict remains limited and indirect,” said Seatrium.</p>
<div class="lb-trans"><p>Seatrium 表示：“在这一时刻，冲突引发的供应链影响仍然有限且间接。”</p>
</div><p>“In line with usual procurement risk mitigation measures, schedule buffers and early procurement strategies are in place for critical items. Key equipment for the group’s ongoing projects is also largely manufactured outside the Middle East.”</p>
<div class="lb-trans"><p>“根据通常的采购风险缓解措施，关键项目的时间缓冲和提前采购策略已到位。集团正在进行的项目所需的关键设备大部分也在中东以外制造。”</p>
</div><p>Responding to another shareholder’s query on whether higher oil prices are leading to new project enquiries, Seatrium said higher oil prices generally support capex and reinforce energy security considerations, but it is “too early to assess if this will lead to a material acceleration in new commercial opportunities”.</p>
<div class="lb-trans"><p>在回应另一位股东关于油价上涨是否导致新项目询问的提问时，Seatrium 表示，油价上涨通常支持资本支出并强化能源安全考虑，但 “现在评估这是否会导致新商业机会的实质性加速还为时尚早”。</p>
</div><p>Such opportunities will depend on the duration and severity of the Middle Eastern supply disruption, it added.</p>
<div class="lb-trans"><p>它补充说，这些机会将取决于中东供应中断的持续时间和严重程度。</p>
</div><p>Separately, Seatrium was also asked about its efforts to replenish its order book, which fell more than 20 per cent to S$17.8 billion as at end-FY2025. It said that it is pursuing more than S$32 billion in pipeline deals over the next 24 months across oil and gas, offshore wind, repairs and upgrades, and new energy solutions.</p>
<div class="lb-trans"><p>另外，Seatrium 还被问及其补充订单的努力，截至 2025 财年末，其订单下降超过 20% 至 178 亿新元。它表示，正在追求超过 320 亿新元的管道交易，涵盖石油和天然气、海上风电、维修和升级以及新能源解决方案。</p>
</div><p>A shareholder also raised concerns over the wind turbine installation vessel delivery to Maesk, including its repayment timeline, interest rate and potential credit risk linked to the project’s commercial viability.</p>
<div class="lb-trans"><p>一位股东还对交付给 Maersk 的风力涡轮机安装船的交付情况表示担忧，包括其还款时间表、利率和与项目商业可行性相关的潜在信用风险。</p>
</div><p>Since delivering the vessel on Feb 26, Seatrium has received payment of at least US$110 million (excluding variation orders) and started the 10-year, interest-bearing credit arrangement. The loan will be repayable through cash generated by the vessel, said the group.</p>
<div class="lb-trans"><p>自 2 月 26 日交付该船以来，Seatrium 已收到至少 1.1 亿美元（不包括变更订单）的付款，并开始了为期 10 年的有息信贷安排。该贷款将通过船只产生的现金偿还，集团表示。</p>
</div><p>Shares of Seatrium ended Friday 1.6 per cent or S$0.04 lower at S$2.42, after the announcement.</p>
<div class="lb-trans"><p>Seatrium 的股票在周五收盘时下跌 1.6%，或 0.04 新元，报 2.42 新元，公告发布后。</p>
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</div>

Seatrium customers defer maintenance and repair work amid Mid-East conflict; no material impact expected

Businesstimes News

由于中东冲突，海庭的客户推迟了维护和修理工作；预计这不会产生实质性的影响