Sinopec Kantons (00934) Seeks Shareholder Nod for RMB155 Million Annual Caps on Crude-Oil Jetty Deals and RMB150 Million Deposit Limit with Sinopec Finance

Bulletin Express
03/10

Sinopec Kantons Holdings Ltd. (00934) has issued a circular outlining two sets of continuing connected transactions that require independent shareholders’ approval at a special general meeting scheduled for 30 March 2026 in Hong Kong.

Key transaction 1 – Crude-oil jetty services • Subsidiary Caofeidian Shihua signed three framework agreements on 12 February 2026 with six Sinopec Group entities, including Sinopec Beijing Yanshan Branch, Sinopec Tianjin and Sinopec Petroleum Marketing Company. • Scope: unloading, berthing and related terminal services at Caofeidian’s 300,000-ton crude-oil berth (design capacity: 20 million tonnes a year). • Pricing: negotiated on arm’s-length terms with reference to direct costs plus a gross-profit margin; no less favourable than prices charged to third parties and not lower than comparable market rates. • Proposed annual caps: RMB155.00 million (HK$174.22 million) for each of the three financial years ending 31 December 2026-2028. Historical receipts were RMB133.35 million in 2023, RMB123.64 million in 2024 and RMB119.08 million in 2025.

Key transaction 2 – Financial services with Sinopec Finance Tianjin Branch • Caofeidian Shihua entered into a financial services agreement on 12 February 2026 covering deposits, loans, entrusted loans, bills and settlement services. • Deposit services: interest rates not lower than those offered by independent PRC commercial banks for comparable deposits. • Proposed annual caps on deposits (maximum daily balance, interest inclusive): RMB150.00 million (HK$168.60 million) for each of the three financial years ending 31 December 2026-2028. The peak balance in 2025 was RMB130.33 million. • Loan, bill and entrusted-loan services will be on normal commercial terms and, as they will not be asset-backed, are exempt from separate annual caps under Hong Kong Listing Rules.

Regulatory and corporate governance arrangements • As Sinopec Group is the controlling shareholder, the transactions constitute continuing connected transactions under Chapter 14A of the Listing Rules. • Independent financial adviser Maxa Capital concludes the terms are fair and reasonable, while the Independent Board Committee recommends shareholders vote in favour. • Executive directors who hold positions in Sinopec Group have abstained from board voting; Sinopec Kantons International Ltd. (holding 60.33 % of shares) must abstain from voting at the SGM.

If approved, both frameworks will run to 31 December 2028. Shareholders must lodge transfer documents by 4 p.m., 24 March 2026 to qualify for voting.

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