股票代码：601598 股票简称：中国外运 编号：临 2025-076 号 中国外运股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: （ 一 ） 投 资 者 可 于 2025 年 10 月 28 日 16:00 前 登 录 上 证 路 演 中 心 （https://roadshow.sseinfo.com）首页点击"提问预征集"栏目进行提问或将 关注的问题发送至公司投资者关系邮箱（ir@sinotrans.com），公司将在说明会上 就投资者普遍关注的问题进行回答。 说明会通过网络文字互动方式召开，本公司将针对 2025 年第三季度业绩和经 营情况与投资者进行交流，并在信息披露允许的范围内对投资者普遍关注的问题 进行回答。 二、说明会召开的时间和网址 会议内容：中国外运股份有限公司 2025 年第三季度业绩说明会 会议时间：2025 年 10 月 29 日 14:00-15:00 会议召开方式：网络文字互动 会议网址：上证路演中心（https://ro ...

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，且表明不會就本公告全部或任何部分內容所導致或因倚賴該 等內容而產生的任何損失承擔任何責任。 中國外運股份有限公司 Sinotrans Limited ( 於中華人民共和國註冊成立的股份有限公司 ) (股份代號: 00598) 關於召開 2025 年第三季度業績說明會的公告 本公告由中國外運股份有限公司（「本公司」）自願作出。本公司董事會及全體董事保證本 公告內容不存在任何虛假記載、誤導性陳述或者重大遺漏，並對其內容的真實性、準確性和 完整性承擔法律責任。 重要內容提示： 本公司将於 2025 年 10 月 27 日在香港聯合交易所有限公司網站刊發本公司及附屬公司截至 2025 年 9 月 30 日之三季度之未經審計合併業績。為便於廣大投資者更全面深入地瞭解本公 司 2025 年第三季度業績和經營情況，本公司擬召開說明會。 - 1 - 會議內容：本公司 2025 年第三季度業績說明會（「說明會」） 會議時間：2025 年 10 月 29 日 14:00-15:00 會議召開方式：網絡文字互動 會議網址： ...

智通财经APP讯，中国外运(00598)发布公告，有关公司拟出售路凯国际25%的股权，截至2025年10月21 日，出售事项的先决条件已全部达成并完成交割。根据出售事项的代价以及路凯国际于2025年9月30日 体现在中国外运财务报表的账面价值，集团预计自出售事项取得收益(经扣除相关交易费用)约人民币 16.5亿元(不包括税务影响)，出售事项的财务影响最终以公司经审计的财务报告中所载内容为准。据 此，公司透过招商船企间接持有路凯国际20%股权，路凯国际继续为公司的联营企业。 ...

Core Viewpoint - China National Foreign Trade Transportation Group (China Foreign Trade) announced the sale of a 25% stake in Lukai International, with all preconditions for the sale being met and completed by October 21, 2025 [1] Financial Impact - The expected gain from the sale, after deducting related transaction costs, is approximately RMB 1.65 billion (excluding tax implications) [1] - The final financial impact will be determined based on the company's audited financial statements [1] Ownership Structure - Following the sale, the company will indirectly hold a 20% stake in Lukai International through China Merchants Shipping [1] - Lukai International will continue to be classified as an associate company of China Foreign Trade [1]

Core Viewpoint - China National Foreign Trade Transportation Group (China Foreign Trade) plans to sell a 25% stake in Lukai International, with all conditions for the sale expected to be fulfilled by October 21, 2025, leading to an anticipated gain of approximately RMB 1.65 billion after transaction costs [1] Group 1 - The sale of the 25% stake in Lukai International is part of a strategic move by China Foreign Trade [1] - The financial impact of the sale is projected to be a gain of approximately RMB 1.65 billion, excluding tax implications [1] - Following the sale, China Foreign Trade will indirectly hold a 20% stake in Lukai International, which will continue to be classified as an associate company [1]

Core Points - The company announced that its subsidiary, China Merchants Shipping, has transferred its 25% stake in Lukai International [1] - The transaction was approved on June 26, 2025, and all preconditions for the deal have been met, with the completion of the transfer not affecting the company's normal operations [1] - The expected investment gain from this transaction is approximately 1.65 billion yuan (excluding tax impacts, based on audited data) [1] - Following the transaction, China Merchants Shipping's stake in Lukai International will decrease to 20%, while Lukai International will remain an associate company of the firm [1]

中國外運股份有限公司 Sinotrans Limited ( 於中華人民共和國註冊成立的股份有限公司 ) （股份代號：00598） 須予披露交易 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，且表明不會就本公告全部或任何部分內容所導 致或因倚賴該等內容而產生的任何損失承擔任何責任。 出售路凱國際 25%股權的完成公告 茲提述本公司日期為二零二五年六月二十六日的公告（「該公告」），內容有關本公 司擬出售路凱國際 25%的股權。除文義另有所指外，本公告所用詞彙與該公告所界定 者具有相同涵義。 截至二零二五年十月二十一日，出售事項的先決條件已全部達成並完成交割。根據出 售事項的代價以及路凱國際於二零二五年九月三十日體現在中國外運財務報表的賬面 價值，本集團預計自出售事項錄得收益（經扣除相關交易費用）約人民幣 16.5 億元 （不包括稅務影響），出售事項之財務影響最終以本公司經審計的財務報告中所載內 容為準。據此，本公司透過招商船企間接持有路凱國際 20%股權，路凱國際繼續為本 公司之聯營企業。 於本公告中，除另有指明外，美元按中國人民銀行於本公告日期公 ...

Core Insights - The article highlights the current premium rates of AH shares, with Northeast Electric (00042) leading at a premium rate of 881.82% [1] - The bottom three in terms of premium rates are Ningde Times (03750) at -17.23%, China Merchants Bank (03968) at 1.09%, and Hengrui Medicine (01276) at 1.64% [1] - The article also discusses the deviation values of these stocks, indicating significant discrepancies between their A-shares and H-shares [1] Premium Rate Rankings - The top three AH shares by premium rate are: 1. Northeast Electric (00042) with a premium rate of 881.82% and a deviation value of 68.11% [1] 2. Hongye Futures (03678) with a premium rate of 248.18% and a deviation value of 18.60% [2] 3. Zhejiang Shibao (01057) with a premium rate of 247.12% and a deviation value of 23.76% [1] - The bottom three AH shares by premium rate are: 1. Ningde Times (03750) with a premium rate of -17.23% and a deviation value of -2.71% [1] 2. China Merchants Bank (03968) with a premium rate of 1.09% and a deviation value of -3.46% [1] 3. Hengrui Medicine (01276) with a premium rate of 1.64% and a deviation value of 4.78% [1] Deviation Value Rankings - The top three AH shares by deviation value are: 1. Northeast Electric (00042) with a deviation value of 68.11% [1] 2. Shandong Molong (00568) with a deviation value of 29.50% [1] 3. Changfei Optical Fiber (06869) with a deviation value of 28.06% [1] - The bottom three AH shares by deviation value are: 1. Shanghai Electric (02727) with a deviation value of -27.72% [2] 2. China Foreign Transport (00598) with a deviation value of -17.01% [2] 3. COSCO Shipping Energy (01138) with a deviation value of -15.18% [2]

Core Insights - The article highlights the top and bottom AH share premium rates, with Northeast Electric (00042) leading at 918.87% and Ningde Times (03750) at -17.09% [1][2] Summary by Category Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 918.87% with a deviation value of 109.61% [2] - Hongye Futures (03678) follows with a premium rate of 246.28% and a deviation value of 16.95% [2] - Zhejiang Shibao (01057) ranks third with a premium rate of 241.04% and a deviation value of 19.03% [2] Bottom AH Share Premium Rates - Ningde Times (03750) has the lowest premium rate at -17.09% with a deviation value of -2.80% [2] - Heng Rui Pharmaceutical (01276) has a premium rate of -1.38% and a deviation value of 1.69% [2] - China Merchants Bank (03968) has a premium rate of 0.51% with a deviation value of -4.32% [2] Top AH Share Deviation Values - Northeast Electric (00042) leads with a deviation value of 109.61% [2] - Changfei Optical Fiber (06869) has a deviation value of 31.51% [2] - Shandong Molong (00568) follows with a deviation value of 26.68% [2] Bottom AH Share Deviation Values - Shanghai Electric (02727) has the lowest deviation value at -25.42% [3] - China National Foreign Trade Transportation Group (00598) has a deviation value of -16.00% [3] - COSCO Shipping Energy Transportation (01138) has a deviation value of -14.18% [3]

Core Viewpoint - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) experienced a decline of 1.29% in its closing price on October 17, with a trading volume of 53.86 million yuan [1] Group 1: Fund Overview - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of October 16, the fund had a total of 320 million shares and a total size of 324 million yuan [1] - The fund's performance benchmark is the adjusted return of the CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend Index [1] Group 2: Liquidity and Trading Activity - Over the last 20 trading days, the ETF recorded a cumulative trading amount of 1.048 billion yuan, with an average daily trading amount of 52.41 million yuan [1] Group 3: Fund Management - The current fund manager is He Yuxuan, who has managed the fund since its inception, with a return of -0.15% during the management period [1] Group 4: Top Holdings - The ETF's top holdings include: - COSCO Shipping Holdings (0.85% holding, 218,000 shares, market value of 2.9175 million yuan) - Orient Overseas International (0.40% holding, 10,500 shares, market value of 1.3717 million yuan) - China Foreign Transport (0.33% holding, 270,000 shares, market value of 1.1396 million yuan) - China Petroleum (0.32% holding, 162,000 shares, market value of 1.0973 million yuan) - CITIC Bank (0.32% holding, 175,000 shares, market value of 1.1136 million yuan) - CNOOC (0.29% holding, 58,000 shares, market value of 1.0041 million yuan) - China Shenhua Energy (0.29% holding, 30,500 shares, market value of 982,600 yuan) - China Pacific Insurance (0.29% holding, 164,000 shares, market value of 1.0107 million yuan) - China Unicom (0.28% holding, 104,000 shares, market value of 952,800 yuan) - Agricultural Bank of China (0.27% holding, 189,000 shares, market value of 933,900 yuan) [2]