证券代码：833171 证券简称：国航远洋 公告编号：2025-129 福建国航远洋运输（集团）股份有限公司 对外投资设立新加坡公司的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、对外投资概述 （一）基本情况 福建国航远洋运输（集团）股份有限公司（简称"国航远洋"、"公司"）在 香港的全资子公司国航远洋（香港）海运控股有限公司（简称"国航远洋香港控 股"）拟在新加坡设立 100%控股的公司，新公司的经营范围：干散货远洋运输、 船舶运营管理、租船业务、船舶代理、航运相关投资、航运信息咨询等，新设公 司的注册资本为 10 万新币。 新加坡作为重要的航运枢纽，位于马六甲海峡咽喉，是全球东西贸易关键节 点，连接 120 多个国家，600 多个港口，供应链资源高度集聚，拥有完善的航运 及海事服务生态圈（船舶代理、货运代理、金融、保险、法律等），是全球前五 船舶注册地之一，也是全球最大的船舶加油港，在替代燃料应用方面居领先优势， 在航运收入方面的税收政策优势明显。 （二）是否构成重大资产重组 本次交易不 ...

证券代码：833171 证券简称：国航远洋 公告编号：2025-134 福建国航远洋运输（集团）股份有限公司 提供担保暨关联交易的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、担保情况概述 （一）担保基本情况 国远奋进有限公司（简称"国远奋进"）和国远信诚有限公司（简称"国远 信诚"）为福建国航远洋运输（集团）股份有限公司（简称"公司"）全资孙公司， 信金五号(天津)船舶租赁有限公司（简称"信金五号"）和信金六号(天津)船舶 租赁有限公司（简称"信金六号"）为华融金融租赁股份有限公司（简称"华融 金租"）全资的两家 SPV 公司。国远奋进和国远信诚分别在芜湖造船厂有限公司 （简称"芜湖船厂"）在建一艘 8.9 万载重吨散货船，根据各方友好协商，国远 奋进与芜湖船厂、信金五号，国远信诚与芜湖船厂、信金六号拟分别签署《船舶 建造合同转让协议》，同时国远奋进与信金五号、国远信诚与信金六号拟分别签 署《融资租赁合同》，申请上述两艘在建 8.9 万载重吨散货船的融资租赁（直租） 业务。由华融金租以其全 ...

证券代码：833171 证券简称：国航远洋 公告编号：2025-130 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、获取补助的基本情况 2025年6月24日，福建国航远洋运输（集团）股份有限公司（以下简称"公司 "）全资子公司国梦绿能（上海）航运有限公司收到政府补助金额304.90万元， 上述补助是与收益相关的政府补助，占公司最近一个会计年度经审计的净利润的 比例为13.45%。 二、对上市公司的影响 根据《企业会计准则第16号—政府补助》等有关规定，公司将对上述政府补 助进行相应的会计处理，具体会计处理以审计机构年度审计确认后的结果为准。 敬请广大投资者注意投资风险。 特此公告。 福建国航远洋运输（集团）股份有限公司 董事会 2025年6月25日 福建国航远洋运输（集团）股份有限公司 关于收到政府补助的公告 ...

一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 6 月 23 日 2.会议召开地点：上海公司会议室 3.会议召开方式：现场和视频会议方式 证券代码：833171 证券简称：国航远洋 公告编号：2025-126 福建国航远洋运输（集团）股份有限公司 第八届董事会第三十三次临时会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 4.发出董事会会议通知的时间和方式：2025 年 6 月 19 日以电子邮件和通讯 方式发出 5.会议主持人：王炎平先生 6.会议列席人员：公司高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开及议案审议符合《中华人民共和国公司法》、《公司章 程》及《董事会议事规则》的相关规定。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 二、议案审议情况 （一）审议通过《关于调整公司向特定对象发行股票方案的议案》 1.议案内容： 根据相关法律、法规及规范性文件的规定，结合公司实际情况，同意对公司 2024 ...

Group 1: Shipping Price Trends - As of June 23, 2025, the Baltic Dry Index (BDI) reached 1674 points, a significant increase of 67.90% compared to the end of last year [4] - The Baltic Panamax Index (BPI) stood at 1362 points, reflecting a year-on-year growth of 37.85% [4] - The China Coastal Coal Freight Index (CCBFI) was recorded at 709.51 points, up 7.5% from the end of last year, indicating a steady upward trend in domestic shipping prices [4] Group 2: Impact of New Shipping Capacity - As of June 2025, the global dry bulk fleet consists of 14,337 vessels, totaling approximately 104.8 million deadweight tons (DWT), with Panamax vessels accounting for about 26.6 million DWT (3,270 vessels) [5] - New ship orders for dry bulk carriers saw a dramatic decline of 92% in the first two months of 2025, marking the lowest level in at least 30 years [5] - The reduced new ship orders and lower Suez Canal traffic have tightened market supply, suggesting a continuation of strong market conditions for dry bulk shipping [5] Group 3: Advantages of New Vessels - New vessels are significantly more energy-efficient and intelligent compared to older ships, leading to reduced operational costs and lower fuel expenses for charter clients [6] - New ships do not incur high retrofitting costs associated with older vessels, resulting in lower maintenance costs and enhanced long-term economic viability [6] - Vessels utilizing new energy sources meet EU carbon emission standards, allowing access to environmentally stringent ports and expanding market reach [6]

Summary of Key Points Core Viewpoint The trading activity on the Beijing Stock Exchange (BSE) saw significant increases on June 24, with a total trading volume of 1.467 billion shares and a trading value of 33.88 billion yuan, marking an increase of 9.334 billion yuan compared to the previous trading day. The majority of stocks experienced price increases, indicating a bullish market sentiment. Trading Performance - Total trading volume reached 1.467 billion shares with a trading value of 33.88 billion yuan, an increase of 9.334 billion yuan from the previous day [1] - 241 stocks closed higher, accounting for 90.26% of the tradable stocks, with notable gainers including Yishijingmi (up 18.20%), Lingge Technology (up 14.49%), and Jun Chuang Technology (up 13.82%) [1] - 26 stocks closed lower, with the largest declines seen in Keli Co. (down 19.85%), Guohang Ocean (down 13.94%), and Huaxi Technology (down 13.47%) [1] Active Stocks - 107 stocks had a trading value exceeding 10 million yuan, with Guohang Ocean, Lingge Technology, and Lian Di Information leading at 1.059 billion yuan, 788 million yuan, and 747 million yuan respectively [1] - 60 stocks had a turnover rate exceeding 10%, with 17 stocks exceeding 20% [1] - The highest turnover rates were recorded for Keli Co. (61.03%), Ningxin New Materials (40.12%), and Lingge Technology (36.40%) [1] Notable Stock Movements - Guohang Ocean closed at 12.47 yuan with a decline of 13.94% and a turnover rate of 29.45% [1] - Lingge Technology closed at 33.18 yuan with an increase of 14.49% and a turnover rate of 36.40% [1] - Jun Chuang Technology closed at 38.62 yuan with an increase of 13.82% and a turnover rate of 16.56% [1] Market Sentiment - The overall market sentiment appears positive, with a significant majority of stocks experiencing price increases, reflecting investor confidence in the current market conditions [1]

Group 1 - The A-share port and shipping sector experienced a significant decline at the beginning of trading, with major companies like China Merchants Energy and Xingtong Co. hitting the daily limit down [1] - China National Aviation's ocean shipping segment fell over 12%, indicating a broader downturn in the industry [1] - Other companies such as COSCO Shipping Energy and China Merchants Shipping also followed the downward trend, reflecting a negative sentiment in the market [1]

Market Reaction - The Asia-Pacific stock markets opened lower, with Taiwan's Weighted Index down by 1.58%, Japan's Nikkei 225 down by 0.3%, and India's SENSEX down by 0.61% [1][2]. Oil Market Impact - Tensions in the Middle East have led to a significant increase in oil prices, with U.S. oil rising over 6% and Brent oil increasing over 5% on June 23 [7][12]. - Goldman Sachs warned that Brent crude oil prices could spike to $110 per barrel if oil flow through the Strait of Hormuz is halved in the first month and remains 10% lower for the following 11 months [14]. - The Baltic Dirty Tanker Index (BDTI) reached $57,758 per day, the highest since April 2024, reflecting a 154% increase from $22,764 per day on June 12 [12]. Shipping and Trade Concerns - Two supertankers changed course near the Strait of Hormuz, indicating heightened caution among shipping companies regarding potential disruptions in this critical waterway [10][12]. - The Greek shipping department advised vessels planning to transit the Strait to reassess their routes due to the escalating situation [12]. Sector Performance - In the A-share market, shipping and oil & gas stocks saw significant gains, with several companies in these sectors reporting increases of over 10% [4][5][6]. - The military industry also showed strength, with companies like Changcheng Military Industry rising by 10.02% [7].

A股港口航运板块高开，国航远洋涨超19%，招商南油、宁波海运、兴通股份涨停，宁波远洋、连云港 等跟涨。消息面上，伊朗官员表示，伊朗议会已得出结论，认为应关闭霍尔木兹海峡，但最终决定权在 伊朗最高国家安全委员会手中。 ...

Summary of Key Points Core Viewpoint - On June 20, the total trading volume of individual stocks on the Beijing Stock Exchange reached 1.101 billion shares, with a total transaction value of 24.153 billion yuan, representing a decrease of 6.271 billion yuan compared to the previous trading day. Among the traded stocks, 75 closed with gains, while 190 experienced declines [1]. Trading Performance - The number of stocks that closed higher was 75, accounting for 28.09% of the tradable stocks. Notable gainers included Ningxin New Materials, Lin Tai New Materials, and Yuanhang Precision, which rose by 15.67%, 8.86%, and 8.29%, respectively. Conversely, stocks such as Keli Co., Beiyikang, and Ruixing Co. saw declines of 13.01%, 12.78%, and 11.85% [1]. - Stocks with transaction values exceeding 100 million yuan included Guohang Ocean, Ningxin New Materials, and Keli Co., with transaction values of 1.155 billion yuan, 702.313 million yuan, and 666.528 million yuan, respectively [1]. Stock Activity - A total of 44 stocks had a turnover rate exceeding 10%, with 7 stocks exceeding 20%. The turnover rates for Keli Co., Ningxin New Materials, and Guohang Ocean were 50.11%, 42.29%, and 29.56%, respectively [1]. - The overall trading activity indicated a significant level of volatility, with a total of 75 stocks trading over 100 million yuan in transaction value [1]. Notable Stocks - The closing prices and performance of notable stocks included: - Guohang Ocean: Closing price of 13.62 yuan, up 7.08%, turnover rate of 29.56%, transaction value of 1.154 billion yuan - Ningxin New Materials: Closing price of 23.70 yuan, up 15.67%, turnover rate of 42.29%, transaction value of 702.313 million yuan - Keli Co.: Closing price of 51.53 yuan, down 13.01%, turnover rate of 50.11%, transaction value of 666.528 million yuan [1].