| 股票名称 | 上一次空仓比 | 最新空仓比 | 增加值↓ | | --- | --- | --- | --- | | 蓝思科技(06613) | 7.51% | 9.88% | 2.38% | | 上美股份(02145) | 1.69% | 2.67% | 0.97% | | 优然牧业(09858) | 1.38% | 2.02% | 0.64% | | 招商银行(03968) | 7.16% | 7.77% | 0.61% | | 老铺黄金(06181) | 3.67% | 4.27% | 0.60% | | 东方电气(01072) | 17.51% | 18.09% | 0.58% | | 微创机器人-B(02252) | 1.06% | 1.53% | 0.47% | | 中国中免(01880) | 7.61% | 8.05% | 0.44% | | 农业银行(01288) | 1.86% | 2.30% | 0.44% | | 东阳光药(06887) | 4.01% | 4.43% | 0.43% | 未平仓空仓比减少最大的10只股票 智通财经APP获悉，截止1月2日，未平仓空单比位列前三位为万科 ...

据多家德国媒体报道，中国远洋海运集团（"中远海运"）正着手拓展德国港口腹地业务，计划通过其新成立的荷兰子公司Goldlead Supply Chain Development (Europe) B.V.收购位于汉堡的物流公司Konrad Zippel80%的股权。 截图自《德国交通报》（Deutsche Verkehrs- Zeitung） 此次交易已向德国联邦卡特尔局提交申报。Goldlead是中远海运为推进在欧洲的码头及腹地业务拓展而新设立的全资控股平台公司。此前，中远海运已参 与运营汉堡港托勒罗特集装箱码头（CTT）多年，并持有该码头24.99%的股权。中远海运在亚欧航线上的货物集中通过CTT进行流转处理。 公开信息显示，Konrad Zippel是Zippel集团（Zippel-Gruppe）旗下的核心运营企业。该集团旗下业务板块多元，除Konrad Zippel外，还拥有Z-Liner Road、 Z-Liner Rail、Zippel Logistik等多家子公司。 Zippel集团总经理Axel Plaß已向《德国交通报》确认该计划。Plaß本人将保留Konrad Zippel剩余20%的股权， ...

最新定期报告显示，港股通央企红利ETF天弘（159281）重仓股包括中远海控、东方海外国际、中国外 运、中国石油股份、中信银行、中国海洋石油、中国神华、中国人民保险集团、中国联通、农业银行， 持仓占比如下。 来源：新浪基金∞工作室 1月8日，天弘中证港股通央企红利ETF（159281）收盘跌0.60%，成交额3906.00万元。 港股通央企红利ETF天弘（159281）成立于2025年8月20日，基金全称为天弘中证港股通央企红利交易 型开放式指数证券投资基金，基金简称为天弘中证港股通央企红利ETF。该基金管理费率每年0.50%， 托管费率每年0.10%。港股通央企红利ETF天弘（159281）业绩比较基准为中证港股通央企红利指数收 益率(经估值汇率调整)。 规模方面，截止1月7日，港股通央企红利ETF天弘（159281）最新份额为3.55亿份，最新规模为3.55亿 元。回顾2025年12月31日，港股通央企红利ETF天弘（159281）份额为3.54亿份，规模为3.50亿元。即 该基金今年以来份额增加0.28%，规模增加1.38%。 流动性方面，截止1月8日，港股通央企红利ETF天弘（159281）近20个交 ...

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。 中遠海運控股股份有限公司 COSCO SHIPPING Holdings Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：1919） 海外監管公告 中远海运控股股份有限公司 股票期权激励计划2025年第四季度自主行权结果 暨股份变动公告 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。 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 以中文隨附之海外監管公告乃本公司於二零二六年一月五日在上海證券交易所的 網站( www.sse.com.cn )上以中文發佈的《中遠海運控股股份有限公司股票期權激勵 計劃2025年第四季度自主行權結果暨股份變動公告》。 承董事會命 中遠海運控股股份有限公司 公司秘書 肖俊光 中華人民共和國，上海 二零二六年一月五日 於本公告日期，本公司 ...

Core Viewpoint - China Ocean Shipping Holdings Co., Ltd. (COSCO) announced the transfer of 2.61 billion A-shares (approximately 16.85% of total share capital) from China Ocean Transport Co., Ltd. to China Ocean Shipping Group Co., Ltd. to enhance resource allocation, optimize capital structure, and improve management efficiency [1][9]. Group 1 - After the transfer, China Ocean Shipping Group will directly hold 3.315 billion A-shares (approximately 21.40% of total share capital), becoming the direct controlling shareholder of COSCO [1][9]. - Together with the 3.695 billion A-shares and H-shares held indirectly through subsidiaries (approximately 23.85% of total share capital), China Ocean Shipping Group and its concerted parties will hold a total of 7.01 billion shares (approximately 45.25% of total share capital) in COSCO [3][11]. - The actual controller of COSCO will remain unchanged, still being the State-owned Assets Supervision and Administration Commission of the State Council [12]. Group 2 - The parties involved signed the "Agreement on the Free Transfer of State-owned Shares of China Ocean Shipping Holdings Co., Ltd." on the announcement date, with the transfer procedures pending registration with China Securities Depository and Clearing Co., Ltd. [8][17].

证券代码：601919 证券简称：中远海控 公告编号：2026-003 中远海运控股股份有限公司 股票期权激励计划2025年第四季度自主行权结果 暨股份变动公告 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： 1、本次行权股票数量：2025年第四季度，公司股票期权激励计 划激励对象行权且完成股份过户登记的行权股票数量合计为127,934 股。 2、本次行权股票上市流通时间：采用自主行权模式，激励对象 行权所得股票于行权日（T日）后的第二个交易日（T+2）日上市交 易。 2025 年第四季度，中远海运控股股份有限公司（简称"公 司"）股票期权激励计划激励对象行权且完成股份过户登记的 行权股票数量合计为 127,934 股。具体说明如下： 一、股票期权激励计划已履行的决策程序及相关信息披露 2018年12月至2020年7月期间，按照《中华人民共和国公司法》、 《上海证券交易所股票上市规则》等法律法规的有关规定，公司董 事会、监事会及股东大会分别审议通过了公司《股票期权激励计划》 并实施了股票期权激励计划首次授予及预 ...

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: 中遠海運控股股份有限公司 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 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,971,819,500 | RMB | | 1 | RMB | | 2,971,819,500 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,971,819,500 | RMB | | 1 | RMB | | 2,971,819,500 | | 2. 股份分類 ...

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: 中遠海運控股股份有限公司 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 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,971,819,500 | RMB | | 1 | RMB | | 2,971,819,500 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,971,819,500 | RMB | | 1 | RMB | | 2,971,819,500 | | 2. 股份分類 ...

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core Viewpoints - The spot market for the Container Shipping Index (Europe Line) shows increased gaming characteristics and is in a high - level oscillation state [1][4]. - For the 2602 contract, it is advisable to adopt a wait - and - see strategy. For the 2604 contract, short - selling on rallies has a relatively higher probability of success, and in the context of further relaxation of supply - demand and a continuous decline in the freight rate center, the bottom valuation of the 04 contract can be anchored to the lowest point of the 2025 SCFIS index, 1031 points. For the 2610 contract, pay attention to the progress of the second - stage cease - fire negotiation in Gaza and arrange short positions on rallies in the medium - to - long term [7]. 3. Summary by Directory 3.1 Overview - In the past week, the absolute value of January's shipping capacity changed little, about 314,000 TEU/week. Maersk added an extra ship in wk3, and COSCO's AEU3 voyages from wk5 to wk7 were delayed by one week. The shipping schedules in January became more even, with the market capacity from week 1 to 5 ranging between 308,000 and 323,000 TEU. The OA Alliance's capacity peak occurred in wk4 (144,200 TEU), and the PA Alliance's in wk3 (57,700 TEU). The Gemini Alliance and MSK had relatively stable capacity deployment [4]. - The latest February shipping schedule includes 6 empty sailings and 4 undetermined ones, with an average weekly capacity of 287,000 TEU/week (excluding the capacity of the 4 undetermined voyages). Except for the GEMINI Alliance, other shipping companies have not released their Chinese New Year suspension plans [4]. - In terms of geopolitics, the Middle - East geopolitical situation did not significantly cool down during the New Year's Day holiday. In the demand aspect, most shipping companies felt that the cargo volume of BCO/NVO was good in January, but the FAK side was average. The cargo volume peak may appear around mid - January, then decline and drop more sharply from early February [5]. 3.2 Price - SCFIS Index: In wk1 (December 29, 2025 - January 4, 2026), there were 17 departing vessels (318,000 TEU), of which 7 (129,000 TEU) were delayed from wk52. It is subjectively estimated that the SCFIS index on January 5 may be around 1860 points [16]. - Spot Freight Rates: The freight rate height of the 2602 contract: As MSC raises the freight rate by $300/FEU in the second half of the month, the current static FAK average in wk3 is around $2,860/FEU. The inflection point time: First, observe Maersk's cabin opening situation in wk4 next Tuesday, then observe the pricing strategies of the PA Alliance and OA Alliance for the second half of the month. The decline rate: After the freight rate peaks, the initial decline may not be large [6][19]. 3.3 Demand Side - Asian exports to Europe: The container trade volume between Asia and Europe (North - West Europe + Mediterranean) has shown certain fluctuations from 2011 to 2025. For example, in 2025, the trade volume in January was 1,768,400 TEU, and in February was 1,114,400 TEU [31]. - Asian exports to North America: The container trade volume between Asia and North America also fluctuated from 2011 to 2025. In 2025, the trade volume in January was 2,118,800 TEU, showing an 8.2% year - on - year increase [34]. 3.4 Supply Side - Supply Chain Risk Events: Geopolitical situations are disturbing. There are risks of regional escalation in the Middle - East, and instability in Yemen. Although some shipping companies have made trial voyages through the Red Sea, it does not mean the full - scale resumption of normal operations on the Red Sea route [48][49]. - Shipping Schedules: The shipping capacity in January changed little, and the February schedule has some empty sailings and undetermined voyages [4][52]. - Turnover Efficiency: It includes aspects such as sailing speed, idle capacity, regional congestion, and congestion at major ports in Europe, North America, and Asia [59][61][64]. - Static Capacity: In December, the top ten shipping companies received new ships of different sizes and deployed them on different routes. In the next three months, they are also expected to receive a number of new ships [77][80].

Group 1 - Company Zhongyuan Shipping announced a share buyback of approximately 55.1 million A-shares, representing 0.356% of the total share capital as of December 31, 2025 [1] - The highest purchase price during the buyback was RMB 14.98 per share, while the lowest was RMB 14.86 per share [1] - The total amount spent on the buyback reached approximately RMB 825 million [1]