财务数据和关键指标变化 - 第二季度总收入增加24%至3.469亿美元 [30] - 可用天数增加20.4%至13,572天 [32] - 平均租船当量率为23,900美元/天,与2022年第二季度持平 [32] - 第二季度EBITDA增加23%至2.016亿美元 [34] - 第二季度净利润下降5%至1.123亿美元,主要由于利息费用增加 [35][36] - 上半年总收入增加27%至6.565亿美元 [37] - 上半年EBITDA增加35%至3.904亿美元 [39] - 上半年净利润增加4%至2.115亿美元 [40] 各条业务线数据和关键指标变化 - 油轮业务TCE率增加89%至30,947美元/天 [33] - 集装箱业务TCE率增加12%至35,466美元/天 [33] - 干散货业务TCE率下降36%至15,715美元/天 [33] 各个市场数据和关键指标变化 - 油轮市场:需求增长预期良好,供给增速放缓,订单量创30年新低 [50][51][52][53] - 干散货市场:需求增长预期温和,供给增速放缓,订单量创历史新低 [56][57][61] - 集装箱市场:需求增长预期温和,供给增速较高,但部分船型订单量较低 [63][64][65] 公司战略和发展方向 - 公司持续优化船队结构,出售老旧船舶,投资新造节能船舶 [14][21][25] - 公司积极拓展融资渠道,降低平均融资成本 [13][45][46] - 公司追求资产负债率20%-25%的目标,保持充足的现金流动性 [11][12][42] 管理层对经营环境和未来前景的评论 - 宏观环境充满挑战,地缘政治局势、通胀和经济衰退风险给各行业带来不确定性 [10] - 公司将专注于自身可控因素,如降低负债率等 [11][12] - 公司对油轮和干散货市场前景保持乐观,但对集装箱市场持谨慎态度 [72][73][74] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 公司未来是否会继续通过二手船收购来部署资本 [70][71] **Angeliki Frangou 回答** 公司将保持谨慎,密切关注各细分市场的供需变化,适时进行资产优化和再投资 [71][72][73][74][75] 问题2 **Unidentified Analyst 提问** 公司集装箱业务未来一年的租船合约覆盖情况如何 [89][90][91][92][93] **Efstratios Desypris 回答** 公司集装箱业务明年约有80%船舶已经签约,未来几年现金流较为稳定 [92][93] 问题3 **Unidentified Analyst 提问** 气候变化对公司业务的影响,尤其是巴拿马运河水位下降 [93][94][95][96][97] **Ted Petrone 回答** 气候变化导致的一些区域性问题,如巴拿马运河水位下降,将增加船舶航行时间和航程,从而提升运费水平 [94][95][96][97]

1 1 DRAFT Navios Maritime Partners L.P. (NYSE:NMM) Second Quarter 2023 Earnings Presentation August 23, 2023 DRAFT Forward-Looking Statements This presentation contains and will contain forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events, TCE rates and Navios Partners' expected cash flow generation, future contracted revenues, future distributions and its ability to make ...

Navios Maritime Partners L.P. (NYSE:NMM) Q1 2023 Results Earnings Conference Call May 23, 2023 8:30 AM ET Company Participants Angeliki Frangou - Chairwoman of the Board and Chief Executive Officer Efstratios Desypris - Chief Operating Officer Erifili Tsironi - Chief Financial Officer Ted Petrone - Vice Chairman, Navios Corporation Conference Call Participants Omar Nokta - Jefferies Operator Thank you for joining us for Navios Maritime Partners First Quarter 2023 Earnings Conference Call. With us today from ...

1 DRAFT Navios Maritime Partners L.P. (NYSE:NMM) First Quarter 2023 Earnings Presentation May 23, 2023 1 DRAFT Forward-Looking Statements This presentation contains and will contain forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events, TCE rates and Navios Partners' expected cash flow generation, future contracted revenues, future distributions and its ability to make dist ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ ______ FORM 20-F _________________________________ (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fr ...

Navios Maritime Partners L.P. (NYSE:NMM) Q4 2022 Results Conference Call February 21, 2023 8:30 AM ET Company Participants Angeliki Frangou - Chairwoman and CEO Efstratios Desypris - COO Erifili Tsironi - CFO Ted Petrone - Vice Chairman, Navios Corporation Conference Call Participants Omar Nokta - Jefferies Operator Thank you for joining us for Navios Maritime Partners' Fourth Quarter 2022 Earnings Conference Call. With us today from the company are Chairwoman and CEO; Ms. Angeliki Frangou; Chief Operating ...

Navios Maritime Partners L.P. (NYSE:NMM) Q3 2022 Earnings Conference Call November 10, 2022 8:30 AM ET Company Participants Angeliki Frangou ??? Chairwoman and Chief Executive Officer Stratos Desypris ??? Chief Operating Officer Eri Tsironi ??? Chief Financial Officer Ted Petrone ??? Vice Chairman Conference Call Participants Omar Nokta ??? Jefferies Operator Thank you for joining us for Navios Maritime Partners Third Quarter 2022 Earnings Conference Call. With us today from the company are Chairwoman and C ...

CONFIDENTIAL – DO NOT DISTRIBUTE | --- | --- | |-------|--------------------------------------------------------------------------------------| | | | | | Partners L.P. (NYSE:NMM) Third Quarter 2022 Earnings Presentation November 10, 2022 | | | | | | | | | | 1 DRAFT Forward-Looking Statements This presentation contains and will contain forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning ...

CONFIDENTIAL – DO NOT DISTRIBUTE | --- | --- | |-------|-----------------------------------------------------------------------------------| | | | | | Partners L.P. (NYSE:NMM) Second Quarter 2022 Earnings Presentation July 28, 2022 | | | | | | | | | | 1 DRAFT Forward-Looking Statements This presentation contains and will contain forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning futur ...

Navios Maritime Partners L.P. (NYSE:NMM) Q2 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants Angeliki Frangou - Chairwoman & Chief Executive Officer Stratos Desypris - Chief Operating Officer Eri Tsironi - Chief Financial Officer George Achniotis - Executive Vice President, Business Development Conference Call Participants Omar Nokta - Jefferies Operator Thank you for joining us for Navios Maritime Partners Second Quarter 2022 Earnings Conference Call. With us today from the compa ...