<p>【新加坡】在中東衝突的背景下，Seatrium 的維護、修理和大修服務（MRO）需求有所減弱，儘管其其他業務的整體影響仍然有限。</p>
<p>Seatrium 在其訂單中沒有主要的中東相關項目，其在該地區的存在僅限於其子公司 Seatrium Offshore Technology (SOT)，該公司提供鑽井設備和 MRO 服務。</p>
<p>Seatrium 在週四（4 月 16 日）的一份交易所文件中表示：“截至目前，衝突對 SOT 在中東的鑽井設備供應業務的影響有限，沒有客户合同取消或延期。”</p>
<p>“然而，由於該地區的一些客户暫時暫停了運營並推遲了 MRO 服務，MRO 活動有所減弱。”</p>
<p>儘管如此，Seatrium 並不認為 MRO 活動的減弱會對集團產生實質性影響。</p>
<p>Seatrium 正在回應一位股東在 4 月 22 日年度股東大會前提出的關於中東衝突對其區域運營、項目和交付時間表影響的詢問。</p>
<h3>在新的全球秩序中導航亞洲</h3>
<p>獲取洞察，送達您的郵箱。</p>
<p>它還回應了另一位股東關於衝突是否干擾其浮動生產儲存和卸載單元及浮動生產單元的項目時間表和供應鏈的詢問，包括針對海灣地區客户的項目。</p>
<p>該集團表示，目前在其訂單中沒有針對受影響地區的項目。</p>
<p>它補充説，其大部分工作是通過 One Seatrium 全球交付模式和地理多樣化的船廠網絡執行的，這提高了運營靈活性，併為抵禦區域性干擾提供了韌性。</p>
<p>另見</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 億新元的多幣種債務發行計劃</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>分析師對新加坡銀行業前景看法不一，儘管避險地位仍然 “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>隨着海灣衝突動搖投資者信心，STI 上市公司花費 1.8 億新元進行股票回購</h3>
<p>Seatrium 表示：“在這一時刻，衝突引發的供應鏈影響仍然有限且間接。”</p>
<p>“根據通常的採購風險緩解措施，關鍵項目的時間緩衝和提前採購策略已到位。集團正在進行的項目所需的關鍵設備大部分也在中東以外製造。”</p>
<p>在回應另一位股東關於油價上漲是否導致新項目詢問的提問時，Seatrium 表示，油價上漲通常支持資本支出並強化能源安全考慮，但 “現在評估這是否會導致新商業機會的實質性加速還為時尚早”。</p>
<p>它補充説，這些機會將取決於中東供應中斷的持續時間和嚴重程度。</p>
<p>另外，Seatrium 還被問及其補充訂單的努力，截至 2025 財年末，其訂單下降超過 20% 至 178 億新元。它表示，正在追求超過 320 億新元的管道交易，涵蓋石油和天然氣、海上風電、維修和升級以及新能源解決方案。</p>
<p>一位股東還對交付給 Maersk 的風力渦輪機安裝船的交付情況表示擔憂，包括其還款時間表、利率和與項目商業可行性相關的潛在信用風險。</p>
<p>自 2 月 26 日交付該船以來，Seatrium 已收到至少 1.1 億美元（不包括變更訂單）的付款，並開始了為期 10 年的有息信貸安排。該貸款將通過船隻產生的現金償還，集團表示。</p>
<p>Seatrium 的股票在週五收盤時下跌 1.6%，或 0.04 新元，報 2.42 新元，公告發布後。</p>
<p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊此處註冊以獲取解碼亞洲通訊，送達您的郵箱，免費。</p>

海庭

<p>海庭報告稱，由於中東衝突的持續，維護、修理和大修（MRO）服務的需求有所減弱，儘管對其運營的整體影響有限。該公司在該地區沒有重大項目，也沒有經歷任何合同取消。一些客户已推遲 MRO 活動，但海庭預計這對其業務不會產生實質性影響。該公司正在尋求超過 320 億新元的潛在交易，並已實施採購策略以減輕衝突帶來的風險</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】在中東衝突的背景下，Seatrium 的維護、修理和大修服務（MRO）需求有所減弱，儘管其其他業務的整體影響仍然有限。</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 在其訂單中沒有主要的中東相關項目，其在該地區的存在僅限於其子公司 Seatrium Offshore Technology (SOT)，該公司提供鑽井設備和 MRO 服務。</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 在週四（4 月 16 日）的一份交易所文件中表示：“截至目前，衝突對 SOT 在中東的鑽井設備供應業務的影響有限，沒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，由於該地區的一些客户暫時暫停了運營並推遲了 MRO 服務，MRO 活動有所減弱。”</p>
</div><p>Still, Seatrium does not expect the softer MRO activity to materially affect the group.</p>
<div class="lb-trans"><p>儘管如此，Seatrium 並不認為 MRO 活動的減弱會對集團產生實質性影響。</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 正在回應一位股東在 4 月 22 日年度股東大會前提出的關於中東衝突對其區域運營、項目和交付時間表影響的詢問。</p>
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<div class="lb-trans"><h3>在新的全球秩序中導航亞洲</h3>
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<div class="lb-trans"><p>獲取洞察，送達您的郵箱。</p>
</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>它還回應了另一位股東關於衝突是否干擾其浮動生產儲存和卸載單元及浮動生產單元的項目時間表和供應鏈的詢問，包括針對海灣地區客户的項目。</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>該集團表示，目前在其訂單中沒有針對受影響地區的項目。</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>它補充説，其大部分工作是通過 One Seatrium 全球交付模式和地理多樣化的船廠網絡執行的，這提高了運營靈活性，併為抵禦區域性干擾提供了韌性。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另見</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 億新元的多幣種債務發行計劃</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>分析師對新加坡銀行業前景看法不一，儘管避險地位仍然 “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>隨着海灣衝突動搖投資者信心，STI 上市公司花費 1.8 億新元進行股票回購</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：“在這一時刻，衝突引發的供應鏈影響仍然有限且間接。”</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>“根據通常的採購風險緩解措施，關鍵項目的時間緩衝和提前採購策略已到位。集團正在進行的項目所需的關鍵設備大部分也在中東以外製造。”</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>在回應另一位股東關於油價上漲是否導致新項目詢問的提問時，Seatrium 表示，油價上漲通常支持資本支出並強化能源安全考慮，但 “現在評估這是否會導致新商業機會的實質性加速還為時尚早”。</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>它補充説，這些機會將取決於中東供應中斷的持續時間和嚴重程度。</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 還被問及其補充訂單的努力，截至 2025 財年末，其訂單下降超過 20% 至 178 億新元。它表示，正在追求超過 320 億新元的管道交易，涵蓋石油和天然氣、海上風電、維修和升級以及新能源解決方案。</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>一位股東還對交付給 Maersk 的風力渦輪機安裝船的交付情況表示擔憂，包括其還款時間表、利率和與項目商業可行性相關的潛在信用風險。</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 日交付該船以來，Seatrium 已收到至少 1.1 億美元（不包括變更訂單）的付款，並開始了為期 10 年的有息信貸安排。該貸款將通過船隻產生的現金償還，集團表示。</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 的股票在週五收盤時下跌 1.6%，或 0.04 新元，報 2.42 新元，公告發布後。</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊此處註冊以獲取解碼亞洲通訊，送達您的郵箱，免費。</p>
</div>

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

Businesstimes News

由於中東衝突，海庭的客户推遲了維護和修理工作；預計這不會產生實質性的影響