智通财经APP获悉，截止2月4日收盘，有100只股票创52周新高，其中METROPOLIS CAP(08621)、亚势 备份(08290)、温岭工量刃具(01379)创高率位于前3位，分别为74.55%、63.89%、57.48%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | METROPOLIS | 0.048 | 0.096 | 74.55% | | CAP(08621) | | | | | 亚势备份(08290) | 0.032 | 0.059 | 63.89% | | 温岭工量刃具(01379) | 3.400 | 6.000 | 57.48% | | 亚洲联网科技(00679) | 1.500 | 1.550 | 46.23% | | 亚太金融投资(08193) | 0.500 | 0.690 | 25.45% | | 浦江中国(01417) | 0.325 | 0.335 | 24.07% | | 新威工程集团(08616) | 0.068 | 0.078 | 23.81% | | 信达国际控股(00111) | 1 ...

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 致：香港交易及結算所有限公司 公司名稱: 中遠海運國際(香港)有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 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) | 00517 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | 本月底法定/註冊股本總額： HKD 300,000,0 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立的有限公司） （股份代號：00517） 有關合營企業增資 的須予披露交易及關連交易 延遲寄發通函 茲提述中遠海運國際（香港）有限公司(「本公司」)日期為 2026 年 1 月 5 日之 公告，內容有關合營企業增資的須予披露交易及關連交易（「該公告」）。除本公 告另有界定外，本公告所用一切詞彙與該公告所界定者具有相同涵義。 承董事會命 中遠海運國際（香港）有限公司 主席兼董事總經理 朱昌宇 2026 年 1 月 26 日 於本公告日期，董事會由七名董事所組成，包括朱昌宇先生 1 （主席兼董事總經 理）、馬向輝先生 2 、張雪雁女士 2 、王勇先生 1 、徐耀華先生 3 、蔣小明先生 3 及 鄺志強先生 3 。 1 執行董事 1 2 非執行董事 3 獨立非執行董事 誠如該公告所披露，根據上市規則，一份載有（其中包括）（i）增資的進一步詳 情（包括但不限於估值報告摘要）；（ii）獨立董事委員 ...

Core Viewpoint - The successful delivery of the logistics project for energy storage cabinets in Bulgaria marks a significant advancement in the construction of the China-Eastern Europe logistics corridor by the company [1][3]. Group 1: Project Execution - The project involved delivering over 700 energy storage cabinets, weighing between 30-60 tons each, from China to 22 project sites across Bulgaria within three months, presenting substantial logistical challenges [1][4]. - The company demonstrated comprehensive service capabilities, overcoming multiple typhoons during domestic transport and ensuring efficient land transport by organizing sufficient vehicles for quick pick-up [1][4]. - In the maritime segment, the company arranged three dedicated vessels within a month to meet customer shipping needs precisely [1][4]. - For international transport, the company developed differentiated transport strategies based on the distribution of delivery locations, utilizing both pure truck transport and a combination of rail and truck transport to optimize delivery paths [1][4]. Group 2: Strategic Importance of Black Sea Ports - The Black Sea port cluster serves as a crucial hub connecting the Eurasian continent and is key to several international transport corridors, with Burgas and Constanta ports being vital for energy and cargo logistics [2][5]. - The company has established Constanta port as a primary service port for Eastern Europe, maintaining 4-5 stable sailings per month to ensure timely and reliable delivery of goods [2][5]. - The logistics project effectively utilized the Black Sea ports and the Balkan railway network, providing efficient solutions and services while opening a stable and efficient new channel for Chinese renewable energy equipment entering the Central and Eastern European market [2][5]. - The ongoing global energy transition and rising demand for Chinese energy storage products abroad will benefit from this logistics channel, supporting domestic renewable energy enterprises in expanding their business in the Balkans [2][5].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In 2026, the global iron ore industry will enter a deep adjustment period characterized by "intensified supply relaxation, moderate demand recovery, and a downward shift in the price center," with an annual trend of "stable in the front and declining in the back" [2][34]. - The core contradiction in the industry will shift from "supply shortage" to "insufficient demand," and the focus of competition will be on high - grade resources, cost - control capabilities, and green and low - carbon transformation [2][34]. - Policy regulation will continuously guide the high - quality development of the industry, the profit distribution pattern of the industrial chain will tilt towards steel mills, and mining companies will face pressure from profit squeezing and intensified competition [2][34]. - ESG and geopolitical factors are becoming increasingly prominent as important variables in the industry's development [2][34]. 3. Summary by Relevant Catalogs 3.1 Iron Ore Annual Market Review - **Initial Surge Phase (Early January - Mid - February)**: Prices rose from about 780 yuan/ton to nearly 840 yuan/ton. The driving factors were the release of domestic steel mills' post - Spring Festival restocking demand, the decline in the shipment volume of Australian and Brazilian mines due to seasonal weather, and the market's optimistic expectations for the early - year growth - stabilization policies [3]. - **Decline and Adjustment Phase (Mid - February - Early June)**: Prices oscillated and declined from the high level, reaching an annual low of about 710 - 720 yuan/ton in early June. The reasons were the recovery of Australian and Brazilian shipments after the weather impact subsided, the release of new production capacity of the four major mines, the weak demand for construction steel, the squeeze on steel mill profits, and the increase in port inventories [4]. - **Oscillatory Recovery Phase (Early June - December)**: Prices gradually recovered from the low level and approached the high - level range of 830 yuan/ton at the end of the year. The drivers were the acceleration of domestic infrastructure project implementation, the launch of real - estate support policies, the expansion of steel production capacity in India and ASEAN, the slower - than - expected actual shipment volume of the Simandou project, and the market's optimistic expectations for demand recovery in the second half of the year [5]. 3.2 Supply Side - **Mainstream Mines**: In 2026, the supply of mainstream iron ore is expected to grow. In Oceania, Australia's total output is expected to reach 9.86 billion tons, with an increase of 167.8 million tons year - on - year. In South America, Brazil's total output is expected to reach 4.84 billion tons, with an increase of 50.6 million tons year - on - year [8][10]. - **Non - mainstream Mines**: In South Asia, India's iron ore output is expected to continue growing in 2026. With the implementation of the "National Steel Policy 2017," India's iron ore demand and output will be directly boosted, and its imports are expected to grow at an average annual rate of 80% [11]. - **Domestic Mines**: Affected by resource endowment and cost constraints, domestic production shows a slight downward trend. The "Cornerstone Plan" failed to achieve the goal of adding 100 million tons of iron concentrate in 2025, and the domestic mines' substitution effect on imported ores is limited, with the import dependence remaining above 80% [15]. 3.3 Demand Side - **Domestic Demand**: In 2025, China's iron ore demand was weak. The consumption of construction steel decreased significantly, while the demand for manufacturing steel showed structural growth. In 2026, domestic iron ore demand may be further squeezed, but the development of the manufacturing and emerging industries will provide some support [20][21]. - **Overseas Demand**: In 2026, overseas iron ore demand growth is relatively certain. India, ASEAN, and Africa will be the main growth points, while the EU and the US will show a "weak recovery" trend, and Japan and South Korea will have weak demand. The growth quality depends on the policy implementation and production capacity release of emerging economies [26][27]. 3.4 Inventory - The total global iron ore inventory is expected to increase by 8% - 10% year - on - year in 2026, approaching 1.5 billion tons at the end of the year. The inventory pattern will be characterized by "high - level pressure on the total amount and significant structural differentiation," which will continuously suppress prices [2][28]. 3.5 Supply - Demand Balance Sheet The report formulates a supply - demand balance sheet for iron ore to reflect the market supply and demand situation and makes corresponding forecasts for the iron ore supply and demand in 2024 [33]. 3.6 Conclusion and Outlook - **Conclusion**: The industry will enter a deep adjustment period in 2026, with the core contradiction shifting and the competition focus changing. Policy regulation will guide the industry's high - quality development, and ESG and geopolitical factors will have a greater impact [34]. - **Outlook**: The supply will be loose, the global iron ore output is expected to reach 26.78 billion tons, and the price center will decline. The Simandou project will reshape the supply pattern. The demand will show a moderate recovery, mainly from emerging economies. The profit distribution will tilt towards steel mills, and policies at home and abroad will have a complex impact on the industry [35][36].

Core Viewpoint - The announcement details the establishment of a joint venture between China COSCO Shipping International (00517.HK) and China COSCO Shipping Technology, focusing on the investment and ownership structure changes within the joint venture [1] Group 1: Joint Venture Details - On January 5, 2026, a capital increase agreement was signed among the company, China COSCO Shipping Technology, and the joint venture, China COSCO Shipping Green Intelligent Shipping Service Co., Ltd [1] - The company will transfer 100% of its subsidiary, Yuantong, to the joint venture, while China COSCO Shipping Technology will contribute the SMART SAILING platform and cash [1] Group 2: Ownership Changes - Following the capital increase, the company's ownership in the joint venture will rise from 51% to 80%, while China COSCO Shipping Technology's stake will decrease from 49% to 20% [1] - The joint venture will continue to be a direct non-wholly-owned subsidiary of the company, and Yuantong will become a wholly-owned subsidiary of the joint venture [1] - Despite Yuantong remaining a subsidiary of the company, it will be classified as an indirect non-wholly-owned subsidiary, with its financial performance continuing to be consolidated into the group's results [1]

Group 1 - The company announced a capital increase agreement with China COSCO Shipping Technology to establish a joint venture named COSCO Shipping Green Intelligent Ship Service Co., Ltd. [1] - Following the completion of the capital increase, the company's ownership in the joint venture will increase from 51% to 80%, while China COSCO Shipping Technology's ownership will decrease from 49% to 20% [1] - The joint venture will continue to be a direct non-wholly-owned subsidiary of the company, and the financial performance of the subsidiary will continue to be consolidated into the group's results [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 （ 於百慕達註冊成立的有限公司） （股份代號：00517） 有關合營企業增資 的須予披露交易及關連交易 背景 茲提述本公司日期為2023年2月3日的公告，內容關於與中遠海運科技成立合營企業。 於本 公 告日 期， 合營 企 業由 本公 司及 中 遠海 運科 技分 別 持有 51% 及 49% ，為 本公 司 的直 接非全資附屬公司。合營企業的註冊資本為人民幣50,000,000元，已由本公司及中遠海運 科技全額繳足。 增資 於2026年1月5日，本公司、中遠海運科技及合營企業訂立增資協議，據此本公司及中遠 海運科技應按以下方式向合營企業繳付新增出資： 於增資完成後： – 1 – (a) 本公司將其持有的遠通（ 本公司全資附屬公司）全部100%股權轉讓予合營企業；及 (b) 中遠海運科技向合營企業轉讓SMART SAILING平台並作出現金出資。 (a) 本公司於合營企業的股權將由51%增加至80%，而中 ...

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12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運國際(香港)有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 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) | 00517 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | 本 ...

上市規則的涵義 中遠海運及香港中遠海運（ 分別為本公司的最終控股公司及直接控股公司 ）連同 其 各自 的 聯 繫人 為 本公 司 的 關連 人 士 。因 此 ， 根據 上 市 規則 第 14A 章 ， 新 委託 管理服務主協議及其項下擬進行的交易構成本公司的持續關連交易。 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立的有限公司） （股份代號：00517） 持續關連交易 新委託管理服務主協議 持續關連交易 根 據上 市 規 則第 14A 章 ， 本 集團 一 直 根據 現 有 委託 管 理 服務 主 協 議與 香 港 中遠 海運集團進行的交易構成本公司的持續關連交易。現有委託管理服務主協議將 於2025年12月31日屆滿，預期本集團其後將繼續不時進行與現有委託管理服務 主協議項下的交易屬同類性質的交易。鑒於上述事宜，於2025年12月30日，本 公司、香港中遠海運及 ...