中远海能公告称，2025年第三次临时股东会于12月23日召开，将审议两项议案。一是向中远海运发展长 期租赁6艘VLCC新造船，由间接全资子公司寰宇船务租入，租期最长240个月±90天，平均固定日租金 134,871元/艘（不含税），三艘船分成租金预计年不超1.31亿元；二是聘任马媛茹为非执行董事，其由 持股3.54%的国新发展投资管理有限公司提名，任期至第十一届董事会任期届满。 ...

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: 中遠海運能源運輸股份有限公司 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 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 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600026 | 說明 | A股 | | | | | | | | 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 | | | 4,169,220,839 | | 0 | | 4,169,220,839 | | 增加 / 減少 (-) | | | | | 0 | | | | 本月底結存 | | | 4,169,220,839 | | 0 | | 4,169,220,839 | | 2. 股份分類 | 普通股 | 股份類別 | H ...

具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买五、卖二，合计买入金额 5421.75万元，卖出金额1.10亿元，合计净卖出5618.81万元，沪股通为第一大买入营业部及第一大卖出 营业部，买入金额为5171.77万元，卖出金额为1.67亿元，合计净卖出1.15亿元。 资金流向方面，今日该股主力资金净流出1.27亿元，其中，特大单净流出8159.13万元，大单资金净流出 4544.90万元。近5日主力资金净流出7883.94万元。 中远海能(600026)今日下跌8.46%，全天换手率3.32%，成交额13.94亿元，振幅8.66%。龙虎榜数据显 示，机构净卖出5618.81万元，沪股通净卖出1.15亿元，营业部席位合计净卖出8395.26万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-8.04%上榜，机构专用席位净卖出5618.81万元，沪 股通净卖出1.15亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.54亿元，其中，买入成交额为1.50亿 元，卖出成交额为4.05亿元，合计净卖出2.55亿元。 中远海能12月2日交易公开信息 | 买/ 卖 | 会员营业部名称 ...

中远海能今日跌8.46%，成交额13.94亿元，换手率3.32%，盘后龙虎榜数据显示，沪股通专用席位买入 5171.77万元并卖出1.67亿元，2家机构专用席位净买入5421.75万元，有1家机构专用席位净卖出1.10亿 元。 ...

每经AI快讯，中远海能(01138.HK)重挫逾8%，截至发稿跌8.66%，报9.92港元，成交额3.2亿港元。 （文章来源：每日经济新闻） ...

Group 1 - COSCO Shipping Energy's stock price dropped over 8%, currently at HKD 9.92 with a trading volume of HKD 320 million [1] - OPEC+ has agreed to maintain stable production levels for the entire group next year, with eight major oil-producing countries reaffirming a pause in production increases for Q1 of next year [1] - Iraq, UAE, Kazakhstan, and Oman have submitted additional production cut plans to compensate for previous overproduction, committing to a total reduction of 221,000 barrels per day in November [1] Group 2 - The arrangements for production cuts will continue until June 2026 [1] - Huatai Securities previously indicated that international oil shipping is expected to benefit from multiple favorable factors, including the OPEC+ production cycle, increased crude oil exports from long-distance American countries, and geopolitical disruptions [1] - The industry is anticipated to maintain a high level of prosperity, with freight rates significantly elevated compared to the 2020-2025 cycle, which is expected to substantially boost the profitability of oil shipping companies [1]

Group 1 - COSCO Shipping Energy (中远海能) experienced a significant decline of over 8%, with a current price of HKD 9.92 and a trading volume of HKD 320 million [1] - OPEC+ has agreed to maintain stable production levels for the entire group next year, with eight major oil-producing countries reaffirming a pause in production increases for Q1 of next year [1] - Iraq, UAE, Kazakhstan, and Oman have submitted additional production cut plans to compensate for previous overproduction, committing to a total reduction of 221,000 barrels per day in November [1] Group 2 - The arrangements for production cuts will continue until June 2026, indicating a long-term strategy to stabilize the oil market [1] - Huatai Securities previously noted that the international oil shipping industry is expected to benefit from multiple favorable factors, including the OPEC+ production cycle, increased oil exports from long-distance countries in the Americas, and geopolitical disruptions [1] - The industry is anticipated to maintain a high level of prosperity, with freight rates significantly elevated compared to the 2020-2025 cycle, which is expected to substantially boost the profitability of oil shipping companies [1]

Core Insights - The shipping and port stocks in Hong Kong experienced a general increase, with notable gains in companies like COSCO Shipping Energy and COSCO Shipping Ports, driven by a significant rise in freight rates and improved market sentiment [1][2] Industry Overview - The global dry bulk market is showing signs of rapid warming, with key indices reaching new highs, contrasting with the previous year's weak performance [1][3] - The Baltic Dry Index (BDI) has seen a continuous rise, reaching 2,560 points, the highest level since December 2023, indicating strong market momentum [1][3] - The increase in freight rates is attributed to supply-demand imbalances, geopolitical factors, and rising transportation costs due to longer shipping routes [2][3] Market Dynamics - The Asia-Europe shipping routes have experienced a price surge, influenced by tariff changes and supply chain shifts, leading to higher freight rates [2][3] - The upcoming holiday season, including Christmas and Black Friday, is expected to boost freight demand in Europe, further supporting shipping rates [3] Company Insights - COSCO Shipping Energy (01138) focuses on oil and LNG transportation, operating a significant fleet and providing comprehensive logistics services [4] - Pacific Basin Shipping (02343) specializes in dry bulk shipping, transporting various commodities and maintaining a strong market presence [5] - COSCO Shipping Holdings (01919) is expanding its operations in emerging markets and enhancing its service network to meet regional demand [5] - Orient Overseas International (00316) offers comprehensive container shipping and logistics services, covering major global trade routes [5]

Core Insights - The shipping market is experiencing a significant price increase, driven by a recovery in European demand and supply chain constraints, which has shifted market sentiment from oversupply to improved profitability expectations [1][2] - The Baltic Dry Index (BDI) has reached its highest level since December 2023, indicating a robust dry bulk market, with various indices showing substantial gains [2] - The shipping industry is expected to see continued growth in 2025, with key indices reaching new highs and a favorable outlook for dry bulk shipping due to limited supply growth and increasing demand catalysts [1][3][4] Shipping Market Trends - The European shipping market is showing signs of recovery, with significant increases in freight rates, particularly on the Asia-Europe routes, as major shipping companies announce price hikes [2][3] - Geopolitical factors and climate change are causing rerouting of international shipping lanes, leading to increased transit times and fuel costs, further tightening supply [2] - The demand for shipping is being bolstered by rising oil production and exports, particularly from OPEC+, which has increased transportation needs [2] Future Outlook - Analysts predict that the shipping industry is at a turning point, with three main catalysts for demand: the production of iron ore from the West Simandou project, potential interest rate cuts by the Federal Reserve, and ongoing infrastructure needs related to post-conflict reconstruction [3][4] - The oil tanker segment is expected to benefit from a sustainable increase in market conditions due to global oil production cycles and trade structure improvements [4] - The container shipping market remains tight, with high demand and limited supply, suggesting continued strong performance in the near term [4] Key Companies - COSCO Shipping Energy Transportation Co., Ltd. (中远海能) focuses on oil and LNG transportation, operating a significant fleet and providing comprehensive logistics services [5] - Pacific Basin Shipping Limited (太平洋航运) specializes in dry bulk shipping, transporting various commodities and maintaining a strong operational presence [6] - COSCO Shipping Holdings Co., Ltd. (中远海控) is expanding its market reach by developing new routes and enhancing its service offerings in emerging markets [6] - Orient Overseas International Ltd. (东方海外国际) is a leading provider of container shipping and logistics services, with a modern fleet covering major trade routes [6]

Group 1: Market Overview - The Hong Kong port and shipping stocks experienced a general increase, with China COSCO Shipping Energy Transportation Co., Ltd. rising over 4% and China COSCO Shipping Ports up over 3% [1] - The European freight rates surged significantly, interpreted as a sign of recovering demand in the European market or supply chain tightness, altering the previously pessimistic view of the shipping industry [1][2] - The Baltic Dry Index (BDI) rose for 12 consecutive days, reaching 2,560 points, the highest level since December 2023 [2] Group 2: Demand and Supply Dynamics - The increase in shipping prices is primarily driven by route restructuring, tight capacity, and supply-demand imbalances, influenced by geopolitical factors and climate change [2] - The demand for shipping is bolstered by the global oil production cycle, with OPEC+ increasing production, leading to a significant rise in oil shipping volumes [2][3] - The shipping market is expected to see a turning point in 2024, with limited supply growth and several demand catalysts, including the production of iron ore and infrastructure projects [3][4] Group 3: Company Insights - China COSCO Shipping Energy focuses on oil and LNG transportation, operating a leading fleet in the global energy supply chain [5] - Pacific Basin Shipping is a major operator of modern handy and super handy bulk carriers, specializing in the transportation of bulk commodities [6] - China COSCO Shipping Holdings is expanding its routes to meet regional market demands, particularly in Southeast Asia and Latin America [6]