2023年5月，根据招商局集团和相关部门统一安排，招商证券员工翟康到贵州威宁 树舍社区任驻村第一书记。当他第一次走进树舍社区，迎接他的不只是层叠的青山 与蜿蜒的小路，还有村民们的疑虑："城里来的干部，能了解咱农民的想法吗？" 翟康没有着急解释。听不如看，看不如干，他脱下西装，卷起了裤腿，走进了田间地 头，也走进了家家户户。从倾听谁家孩子上学缺钱、谁家老人看病犯难，到下地与农户 一同劳作——他渐渐从一个"外来干部"，变成了村民口中的"翟书记"。 翟康了解当地农户实际情况 在树舍，改变是从一条路开始的。村里的油桃甘甜爽脆，却因交通不便，常常只能眼睁 睁看着果实烂在地里。了解到油桃运输是最大难题后，翟康多方奔走，为村里争取到招 商局集团专项资金，带领村民一起修起了3.4公里的产业路，打通了树舍社区农产品出山 的"最后一公里"。 翟康同当地农户一起干农活 翟康带领村民修产业路 路通之后，他的脚步并未停歇。建冷库、引分拣线，手把手教村民用抖音、视频号直播 卖货……"树舍油桃，甘甜爽脆"的吆喝声，第一次从树舍传向全国。 树舍油桃直播卖货 翟康的目光不只解决眼前。2025年，他向招商局集团成功申请了150万元的资金，启动油 ...

Group 1 - The event "Deep Xinjiang Together: Basketball Passion" organized by the China Merchants Charity Foundation successfully concluded, showcasing a cultural exchange through sports between teams from Xinjiang and China Merchants Group [1][3] - The event featured four teams, including the "Dream of Leaf Basketball Team" from Xinjiang and three teams from China Merchants Group, emphasizing teamwork and cultural integration [3][6] - The event was part of the "Cultural Enrichment of Xinjiang" initiative, reflecting the new era's strategy for Xinjiang's development [1][7] Group 2 - Unique awards were established to recognize different aspects of team spirit, including the "National Unity Pioneer Award" and the "Cultural Enrichment Dream Award," highlighting the event's diverse values [5][6] - The event included cultural visits and exchanges, allowing participants to experience the achievements of China's reform and opening up, reinforcing the educational aspect of the initiative [6][7] - China Merchants Group has been actively involved in Xinjiang's development through various forms of support, including industrial investment and educational assistance, demonstrating its commitment to social responsibility [7][8]

Group 1 - The announcement is a voluntary disclosure of business volume data for November 2025 by China Merchants Port Group Co., Ltd [1] - The company assures that the content of the announcement is true, accurate, and complete, with no false records or misleading statements [1] - The data presented is preliminary, with some figures for joint venture terminals being estimates [1] Group 2 - Specific projects included in the regional data will be based on the company's annual and semi-annual reports [1] - The company completed the acquisition of 51% equity in PT Nusantara Pelabuhan Handal TBK (NPH) on June 28, 2024, and will include NPH's business volume in its statistics starting from July 2024 [1] - The announcement was made by the board of directors of China Merchants Port Group Co., Ltd on December 13, 2025 [1]

Core Insights - Tencent Holdings, China Merchants Bank, and Xiaomi Group lead the market in net inflows, with amounts of 875 million, 725 million, and 540 million respectively [1] - Pop Mart, Luoyang Molybdenum, and China Hongqiao experience the highest net outflows, with amounts of -574 million, -409 million, and -375 million respectively [1] Net Inflows Summary - Tencent Holdings (00700) shows a net inflow of 875 million, representing an increase of 8.35% in net inflow ratio, closing at 602.500 with a decrease of 0.41% [2] - China Merchants Bank (03968) has a net inflow of 725 million, with a net inflow ratio of 54.62%, closing at 52.000 with an increase of 0.39% [2] - Xiaomi Group (01810) reports a net inflow of 540 million, with a net inflow ratio of 7.11%, closing at 41.260 with a decrease of 3.10% [2] Net Outflows Summary - Pop Mart (09992) records a net outflow of -574 million, with a net outflow ratio of -12.71%, closing at 190.300 with a decrease of 5.04% [2] - Luoyang Molybdenum (03993) has a net outflow of -409 million, with a net outflow ratio of -27.72%, closing at 17.920 with a decrease of 6.42% [2] - China Hongqiao (01378) shows a net outflow of -375 million, with a net outflow ratio of -30.29%, closing at 31.340 with a decrease of 3.87% [2] Net Inflow Ratio Leaders - Sichuan Chengyu Expressway (00107) leads with a net inflow ratio of 68.25%, with a net inflow of 7.056 million, closing at 5.560 with a decrease of 0.36% [3] - Tongrentang (03613) follows with a net inflow ratio of 66.47%, with a net inflow of 5.284 million, closing at 8.810 with a decrease of 1.12% [3] - China Merchants Hengsheng Technology (03423) has a net inflow ratio of 63.08%, with a net inflow of 974,000, closing at 9.960 with a decrease of 1.87% [3] Net Outflow Ratio Leaders - China Merchants Port (00144) leads with a net outflow ratio of -58.92%, with a net outflow of -35.2885 million, closing at 15.940 with a decrease of 1.42% [3] - Chongqing Rural Commercial Bank (03618) follows with a net outflow ratio of -54.76%, with a net outflow of -33.6925 million, closing at 6.180 with a decrease of 1.59% [3] - Hisense Home Appliances (00921) shows a net outflow ratio of -54.05%, with a net outflow of -16.1746 million, closing at 24.840 with a decrease of 0.32% [3]

人民财讯12月10日电，企查查APP显示，近日，福建万木春产业发展有限公司成立，法定代表人为徐 鑫，注册资本为1亿元，经营范围包含：房地产开发经营；住宅室内装饰装修；住房租赁；物业管理； 房地产咨询；建筑材料销售等。企查查股权穿透显示，该公司由招商局集团有限公司全资持股。 ...

Group 1 - The Hong Kong port and shipping stocks experienced significant declines, with Pacific Basin Shipping falling over 7%, Orient Overseas International down 4.6%, and China Cosco Shipping Energy down 2.67% [1] - The Baltic Dry Index (BDI) dropped to a near two-week low, influenced by declines across all vessel types. The BDI fell by 137 points, or 5.09%, closing at 2557 points, marking the lowest level since November 27 [1] - Analysts suggest that the recent drop in the BDI reflects short-term fluctuations or weakening demand for global bulk shipping, indicating reduced freight rates for shipowners and negatively impacting expectations for future quarterly earnings [1] Group 2 - Specific stock performance includes: Pacific Basin Shipping at 2.450 with a decline of 7.20%, Orient Overseas International at 127.200 down 4.65%, and China Cosco Shipping Energy at 9.130 down 2.67% [2] - Other notable declines include China National Offshore Oil Corporation at 5.110 down 1.92%, China Cosco Shipping Holdings at 13.670 down 1.37%, China Merchants Port at 15.760 down 1.13%, and China Cosco Shipping Development at 1.110 down 0.89% [2]

Group 1 - The core point of the article is that China Merchants Port Holdings Company Limited has revised its share purchase agreement to acquire a 70% stake in the VAST crude oil terminal project located in the Port of Açu, Rio de Janeiro, Brazil [1] Group 2 - The revised agreement includes an extension of the deadline to November 28, 2026, with the expected delivery delayed by approximately one year [3] - The adjusted purchase price to be paid by the buyer at delivery is set at $350 million (approximately HKD 2.73 billion), with a maximum limit of $596 million (approximately HKD 4.65 billion) [3] Group 3 - The VAST terminal is the only privately operated oil terminal in Brazil capable of handling VLCC for crude oil transshipment, with about 30% of Brazil's crude oil exports transported through this terminal [5] - The terminal has an average daily handling capacity of approximately 560,000 barrels of crude oil, with a licensed processing capacity of 1.2 million barrels per day [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 招商局港口控股有限公司 | | | 呈交日期: | 2025年12月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00144 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 4,198,009,186 | | 0 | | 4,198,009,186 | | 增加 / ...

Core Viewpoint - The Hong Kong port and shipping stocks experienced a general increase, driven by a rise in the European shipping index, indicating a potential recovery in demand and a shift in market sentiment towards optimism in the shipping industry [1]. Group 1: Market Performance - Cosco Shipping Energy rose over 5%, while Cosco Shipping Ports and China Ship Leasing increased by 2.5% [1]. - Other companies such as China Merchants Port, Cosco Shipping Holdings, Orient Overseas International, Cosco Shipping Development, and Seaspan Corporation also saw gains [1]. Group 2: Shipping Index and Market Sentiment - The European shipping index futures rose by 5%, reaching 1521.80 yuan, which is viewed as a positive short-term signal for shipping stocks [1]. - Analysts suggest that the increase in European freight rates may indicate a recovery in market demand, possibly due to inventory replenishment cycles or renewed supply chain tensions [1]. - This shift in perception may alter the previously pessimistic view of the industry characterized by oversupply, moving towards a more optimistic outlook [1].

Core Viewpoint - The Hong Kong port and shipping stocks experienced a general increase, driven by a rise in the European shipping index, indicating a potential recovery in demand and a shift in market sentiment towards optimism in the industry [1]. Group 1: Stock Performance - COSCO Shipping Energy (中远海能) rose over 5%, closing at 10.890 with a market capitalization of 59.516 billion [2]. - COSCO Shipping Ports (中远海运港口) increased by 2.5%, closing at 5.740 with a market capitalization of 227.3 billion [2]. - China Ship Leasing (中国船舶租赁) saw a rise of 2.4%, closing at 2.130 with a market capitalization of 13.204 billion [2]. - China Merchants Port (招商局港口) increased by 2.04%, closing at 15.990 with a market capitalization of 671.26 billion [2]. - COSCO Shipping Holdings (中远海控) rose by 1.43%, closing at 13.440 with a market capitalization of 2081.82 billion [2]. - Liaoning Port (辽港股份) increased by 1.20%, closing at 0.840 with a market capitalization of 19.8 billion [2]. - Orient Overseas International (东方海外国际) rose by 1.19%, closing at 127.900 with a market capitalization of 844.62 billion [2]. - COSCO Shipping Development (中远海发) increased by 0.87%, closing at 1.160 with a market capitalization of 15.309 billion [2]. - Seaspan Corporation (海丰国际) rose by 0.82%, closing at 26.960 with a market capitalization of 727.92 billion [2]. Group 2: Market Dynamics - The early morning European shipping index futures rose by 5%, reaching 1521.80 yuan, which is seen as a positive short-term signal for shipping stocks [1]. - Analysts suggest that the increase in European freight rates may indicate a recovery in demand, possibly due to inventory replenishment cycles or renewed supply chain tensions [1]. - This shift in market perception may alter the previously pessimistic view of "oversupply" in the industry to a more optimistic outlook [1].