Core Insights - The top three companies by Hong Kong Stock Connect shareholding ratios are China Telecom (72.50%), Power Assets Holdings (69.68%), and GCL-Poly Energy Holdings (69.67%) [1][2] - Xiaomi Group-W, Tracker Fund of Hong Kong, and China Merchants Bank saw the largest increases in shareholding amounts over the last five trading days, with increases of +4.913 billion, +2.976 billion, and +1.548 billion respectively [1][2] - The companies with the largest decreases in shareholding amounts during the same period include WanGuo Gold Group (-3.816 billion), Tencent Holdings (-2.649 billion), and Alibaba Group-W (-1.421 billion) [1][2] Shareholding Ratios - The latest shareholding ratios for the top 20 companies in Hong Kong Stock Connect are led by: - China Telecom (100.63 billion shares, 72.50%) - Power Assets Holdings (3.72 billion shares, 69.68%) - GCL-Poly Energy Holdings (2.82 billion shares, 69.67%) [1] Recent Increases in Shareholding - The top 10 companies with the largest increases in shareholding amounts over the last five trading days are: - Xiaomi Group-W: +4.913 billion (11.647 million shares) - Tracker Fund of Hong Kong: +2.976 billion (11.551 million shares) - China Merchants Bank: +1.548 billion (3.028 million shares) [1][2] Recent Decreases in Shareholding - The top 10 companies with the largest decreases in shareholding amounts over the last five trading days are: - WanGuo Gold Group: -3.816 billion (-49.945 million shares) - Tencent Holdings: -2.649 billion (-4.403 million shares) - Alibaba Group-W: -1.421 billion (-9.435 million shares) [1][2]

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]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Increased Holdings - Hongye Futures (03678) saw the largest increase in ownership percentage, rising by 2.45% to a total holding of 63.38% [1] - Jinli Permanent Magnet (06680) experienced a 1.84% increase, bringing its holding to 30.90% [1] - Tianyue Advanced (02631) had a 1.50% increase, resulting in a holding of 23.79% [1] - Other notable increases include Junsheng Electronics (00699) with +1.10% to 4.35% and Guofu Hydrogen Energy (02582) with +1.01% to 18.32% [1] Group 2: Decreased Holdings - China Merchants Energy (01138) had the largest decrease, with a drop of 2.02% to 62.68% [2] - ASM Pacific (00522) saw a decrease of 1.45%, resulting in a holding of 4.59% [2] - Weimeng Group (02013) decreased by 0.81%, now holding 26.24% [2] - Other significant decreases include Sanhua Intelligent Control (02050) with -0.69% and Junshi Biosciences (01877) with -0.57% [2] Group 3: Five-Day Changes - Over the last five trading days, Jihong Co., Ltd. (02603) had the highest increase in ownership, up by 20.61% to 53.18% [4] - Lion Holdings (02562) increased by 8.17% to 32.54% [4] - Yihua Tong (02402) saw a 2.85% increase, reaching 23.58% [4] - Conversely, China Merchants Energy (01138) experienced a decrease of 3.20% to 62.68% [4] Group 4: Twenty-Day Changes - In the last twenty days, Jihong Co., Ltd. (02603) again led with a 19.91% increase to 53.18% [5] - Lion Holdings (02562) increased by 13.77% to 32.54% [5] - Guofu Hydrogen Energy (02582) rose by 10.93% to 18.32% [5] - On the downside, China Merchants Energy (01138) saw a significant decrease of 6.35% to 62.68% [5]

Core Viewpoint - The report highlights significant changes in the shareholding ratios of various companies under the Hong Kong Stock Connect program, indicating shifts in investor sentiment and potential investment opportunities. Group 1: Shareholding Ratio Increases - Lion Group (02562) saw the largest increase in shareholding ratio, up by 2.16% to 31.63% [2] - Tracker Fund of Hong Kong (02800) increased by 1.89% to 3.94% [2] - Hang Seng China Enterprises (02828) rose by 1.84% to 2.96% [2] - Other notable increases include Longi Green Energy (02465) up by 1.67% to 47.32% and Great Wall Motor (02238) up by 0.54% to 61.03% [2] Group 2: Shareholding Ratio Decreases - China Merchants Energy Shipping (01138) experienced the largest decrease, down by 0.92% to 64.70% [2] - Huatian Engineering (01341) decreased by 0.73% to 66.93% [2] - Chalkboard (02469) saw a reduction of 0.66% to 24.23% [2] - Other significant decreases include Crystal Technology (02228) down by 0.58% to 40.83% and Longi Green Energy (06869) down by 0.57% to 59.70% [3] Group 3: Five-Day Shareholding Ratio Changes - Jihong Co., Ltd. (02603) had the highest five-day increase, up by 20.40% to 53.44% [4] - Lion Group (02562) increased by 6.83% to 31.63% [4] - ZTE Corporation (00763) rose by 2.94% to 52.77% [4] - Notable decreases included Beijing Automotive Group (01958) down by 1.95% to 24.64% [4] Group 4: Twenty-Day Shareholding Ratio Changes - Jihong Co., Ltd. (02603) also led the twenty-day increase with a rise of 20.47% to 53.44% [5] - Lion Group (02562) increased by 13.57% to 31.63% [5] - Guofu Hydrogen Energy (02582) rose by 9.85% to 17.31% [5]

Investment Rating - The report maintains a "Positive" outlook on the transportation industry, particularly highlighting opportunities in shipping and logistics sectors [4]. Core Insights - The report emphasizes the recovery and growth potential in the shipping market, with specific attention to the rise in VLCC (Very Large Crude Carrier) charter rates and the overall shipping market dynamics [6]. - It identifies key investment opportunities in companies such as China Merchants Energy, COSCO Shipping Energy, and others, while also suggesting a focus on high-dividend stocks in the transportation sector [6][22]. Summary by Sections Shipping Market - VLCC one-year charter rates have increased to $58,000 per day, indicating a strong market demand [6]. - The report notes a 6% week-on-week decline in VLCC rates, averaging $115,290 per day, but anticipates potential increases in the coming weeks due to expected cargo volume growth [6]. - The Baltic Dry Index (BDI) rose by 6.5% to 2,727 points, with Capesize rates reaching a two-year high [6]. Air Transportation - The report highlights a significant opportunity for airlines due to the aging aircraft fleet and increasing passenger demand, predicting a "golden era" for the airline industry [6]. - Recommended stocks include China Eastern Airlines, China Southern Airlines, and others, with a focus on companies that can leverage operational efficiencies and rising demand [6]. Logistics and Express Delivery - The express delivery sector is entering a new phase of competition, with potential for profit recovery and industry consolidation [6]. - Companies like Shentong Express and YTO Express are highlighted as having strong growth potential, particularly in Southeast Asia [6]. Road and Rail Transportation - The report indicates resilience in railway freight volumes and highway truck traffic, with a slight increase in railway cargo to 82.12 million tons, up 0.74% week-on-week [6]. - The highway sector is expected to benefit from high dividend yields and potential market value management catalysts [6].

為中遠海運能源運輸股份有限公司（「 本公司 」）的 股 東， 茲 委 任3特別股東會（ 定 義 見 下 文 ）的 主 席 或 地址為 為本人╱吾等的受委代表，代表本人╱吾等出席本公司謹訂於二零二五年十二月二十三日（星期二）上午十時正假 座中華人民共和國上海市虹口區東大名路1171號遠洋賓館三樓舉行的特別股東會（「特別股東會」）（或其任何續會）， 並按以下指示就日期為二零二五年十二月五日的特別股東會通告（「特別股東會通告」）所載決議案代表本人╱吾等 投 票，及 如 無 作 出 指 示，則 本 人╱吾 等 的 受 委 代 表 可 酌 情 投 票。除 非 另 有 界 定，否 則 本 表 格 所 用 詞 彙 定 義 與 本 公 司日期為二零二五年十二月五日的通函（「通 函」）所界定者相同。 COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.* （在中華人民共和國註冊成立之股份有限公司） （股份代號：1138） 二零二五年十二月二十三日（星期二）舉行的 特別股東會適用的代表委任表格 與本代表委任表格有關 的H股數目1 本人╱吾等2 地址為 | 序號 | 普通決議案# | 贊 成 ...

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通告的內容概不負責， 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 通 告 全 部 或 任 何 部 分 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。 COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.* 中遠海運能源運輸股份有限公司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：1138） 特別股東會通告 茲通告 中遠海運能源運輸股份有限公司（「本公司」）謹訂於二零二五年十二月二十三 日（星 期 二）上午十時正假座中華人民共和國上海市虹口區東大名路1171號遠洋賓 館三樓舉行特別股東會（「特別股東會」）或 其 任 何 續 會，以 審 議 並 酌 情 通 過 以 下 決 議 案。 除 另 有 界 定 者 外，本 通 告 所 用 詞 彙 與 本 公 司 日 期 為 二 零 二 五 年 十 二 月 五 日 的 通 函 （「該通函」）所 界 定 者 具 有 相 同 涵 義。 普通決議案 承董 ...

此乃要件 請即處理 閣下如對本通函任何內容或應採取的行動有任何疑問， 閣下應諮詢股票經紀或其他註冊證券交易商、 銀行經理、律師、專業會計師或其他專業顧問。 閣下如已售出或以其他方式轉讓 名下所有 中遠海運能源運輸股份有限公司 的股份，應立即將本通函 及 隨 附 的 代 表 委 任 表 格 轉 交 買 主 或 承 讓 人，或 經 手 買 賣 或 轉 讓 的 銀 行、股 票 經 紀 或 其 他 代 理，以 便 轉交買主或承讓人。 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通函的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示概不就因本通函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。 COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.* （在中華人民共和國註冊成立之股份有限公司） （股份代號：1138） (1)有關租船協議的須予披露及關連交易及持續關連交易； (2)建議委任非執行董事；及 (3)特別股東會通告 本封面頁所用詞彙與本通函所界定者具有相同涵義。 董事會函件載於本通函第5至21頁。獨立董事委員會致獨立股東的函件載 ...

中远海运能源运输股份有限公司 2025 年第三次临时股东会会议资料 二〇二五年十二月二十三日 | 目录 | | --- | | | 会议议程…………………………………………………………………2 | | --- | --- | | | 会议须知…………………………………………………………………3 | | 议案 | 1《. 关于向中远海运发展长期租赁 6 艘 VLCC 新造船的议案》….4 | | 议案2《. | 关于聘任马媛茹女士为本公司非执行董事的议案》………….6 | 1 中远海运能源运输股份有限公司 2025 年第三次临时股东会议程 时间：2025 年 12 月 23 日（星期二）10 点 00 分 地点：上海市虹口区东大名路 1171 号远洋宾馆三楼 主持人：任永强董事长（或受推举的董事） 会议议程 一、审议议题： 普通决议案，非累积投票议案，审议： 2 1. 关于向中远海运发展长期租赁 6 艘 VLCC 新造船的议案 2. 关于聘任马媛茹女士为本公司非执行董事的议案 二、股东发言及股东提问。 三、与会股东和股东代表对议案投票表决。 四、会议休会（统计投票表决结果）。 五、宣布表决结果。 六、律师宣读法 ...

证券代码：600026 证券简称：中远海能 公告编号：2025-067 中远海运能源运输股份有限公司 关于召开2025年第三次临时股东会的通知 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： 股东会召开日期：2025年12月23日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东会召集人：中远海运能源运输股份有限公司（以下简称"中远海能"、 "本公司"）董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 12 月 23 日 10 点 00 分 召开地点：上海市虹口区东大名路 1171 号远洋宾馆三楼 （五） 网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 12 月 23 日 一、 召开会议的基本情况 （一） 股东会类型和届次 2025年第三次临时股东会 二、 会议审议事项 本次股东会审议议案及投票股东类型 | ...