FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2026年3月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件 ...

Group 1 - The company, COSCO Shipping Holdings (01919), announced a share buyback on March 26, 2026, spending HKD 33.2613 million to repurchase 2.2 million shares [1] - The buyback price per share ranged from HKD 14.95 to HKD 15.34 [1]

Group 1 - China COSCO Shipping Holdings Co., Ltd. (01919.HK) announced a share buyback on March 26, 2026, spending HKD 33.2613 million to repurchase 2.2 million shares at a price range of HKD 14.95 to 15.34 per share [1] - On March 25, 2026, the company also repurchased 2.2 million shares for HKD 32.914 million [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2026年3月25日 | | 2,756,479,500 | | 0 | | 2,756,479,500 | | 1). 其他 (請註明) | | | | % | ...

Group 1 - The opening price of the CSI 300 Dividend ETF (512530) on March 26 was 1.618 yuan, reflecting a decrease of 0.37% [1][2] - Major holdings of the ETF include China Merchants Industry Holdings, Shanxi Coking Coal, and Shaanxi Coal and Chemical Industry, with respective opening price changes of +0.86%, +0.14%, and +0.31% [1][2] - The fund has a performance benchmark of the CSI 300 Dividend Index return, managed by China Construction Bank Fund Management Co., with a return of 62.36% since its inception on August 23, 2019, and a return of 1.77% over the past month [1][2] Group 2 - The article mentions the formation of a MACD golden cross signal, indicating potential upward momentum for certain stocks [3]

Group 1 - The core point of the news is the performance of the E Fund Dividend ETF (515180), which opened at a decline of 0.14% on March 26, 2023, priced at 1.427 yuan [1][2] - The ETF's performance benchmark is the CSI Dividend Index return, managed by E Fund Management Co., Ltd., with fund managers Lin Weibin and Song Zhaoxian [2] - Since its establishment on November 26, 2019, the ETF has achieved a return of 85.20%, while its return over the past month has been -1.03% [2] Group 2 - The major stocks held by the E Fund Dividend ETF showed mixed performance, with China Merchants Industry Holdings rising by 0.86%, Guanghui Energy by 0.73%, while Zhonggu Logistics, Shanxi Coal International, Pingmei Shenma, Lu'an Environmental Energy, and Ordos all experienced declines [1] - The MACD golden cross signal has formed, indicating potential upward momentum for certain stocks [3]

Report Industry Investment Rating - No information provided Core Viewpoints - The market may still be in a wide - range volatile state. If the geopolitical impact does not significantly worsen and the market cargo volume weakens again in April, leading to pressure on the loading rate, the European line center may still have the risk of weakening and moving downward in a volatile manner. Geopolitical, passage, and spot transportation aspects may still exert certain pressure on the market. The current trading volume and open interest of the European line are relatively low, and the liquidity activity is not high. It is recommended that investors manage their positions and risks well [1][6] Summary by Relevant Catalogs Spot Freight and Contract Volume - Price Futures Contract Data - EC2604: closed at 1803, settlement price 1786.4, down 6.9098%, trading volume 18169, open interest 12060 [9] - EC2605: closed at 2086, settlement price 2069.1, down 8.2189%, trading volume 1146, open interest 1414 [9] - EC2606: closed at 2364.1, settlement price 2318.6, down 8.7596%, trading volume 12555, open interest 12845 [9] - EC2607: closed at 2475.2, settlement price 2441.4, down 6.3524%, trading volume 421, open interest 891 [9] - EC2608: closed at 2354.2, settlement price 2288.6, down 7.8255%, trading volume 1120, open interest 2720 [9] - EC2609: closed at 1658.1, settlement price 1666.1, down 6.2903%, trading volume 84, open interest 498 [9] - EC2610: closed at 1716.7, settlement price 1532.3, down 5.0678%, trading volume 2222, open interest 7330 [9] - EC2612: closed at 1716.7, settlement price 1713, down 4.8756%, trading volume 143, open interest 503 [9] Spot Freight Data - Comprehensive index: SCFI 1707 [10] - Nordic route: SCFI 1636, SCFIS 1693.26 (+8.8%) [10] - Mediterranean route: SCFI 2784 [10] - US West route: SCFI 2054, SCFIS 1024.11 (-7.7%) [10] - US East route: SCFI 2922 [10] Geopolitical and Strait Passage - As of March 24, the ship traffic volume in the Strait of Hormuz was 3 [3] - Iran stated in a letter to members of the International Maritime Organization that "non - hostile ships" can pass through the Strait of Hormuz after coordinating with the Iranian authorities, excluding ships related to the US and Israel [3] - Trump proposed 15 points for US - Iran negotiations and may intend to cease fire for one month [2][3] Shipping Fundamentals - Since March 25, COSCO Shipping Lines has resumed bookings to the UAE, Saudi Arabia, Bahrain, Qatar, Kuwait, and Iraq. CMA CGM has previously resumed bookings on the Middle East route, with transshipment required at ports outside the Strait of Hormuz [3] Spot Quotes - No information provided Seasonal Trend of European Line Spot Freight - No information provided

Core Viewpoint - The performance of COSCO Shipping Holdings in 2025 is in line with market expectations, with revenue and net profit attributable to shareholders expected to decline by 6.14% and 37.1% year-on-year respectively [1][5]. Business Segments - The expectation for the resumption of services in the Red Sea has been delayed due to geopolitical factors in the Middle East, leading to continued detours for shipping routes in Europe around the Cape of Good Hope [2][6]. - The net new supply of container ships for 2026 is projected to be limited at 3.8%, indicating a constrained supply environment for the year [3][7]. - The dividend yield appears attractive, with projected yields for A/H shares in 2026 at 5.0% and 5.7% respectively [3][8]. Financial Performance - COSCO Shipping Holdings is expected to achieve a revenue of 219.5 billion yuan in 2025, a year-on-year decline of 6.1%, and a net profit of 30.87 billion yuan, down 37.1%, which aligns with expectations [3][8]. - The company completed a container volume of 27.43 million TEUs, reflecting a year-on-year growth of 5.8%, although freight rates have significantly declined due to increased new ship supply and weak demand [3][8]. - The company announced a year-end dividend of 0.44 yuan per share, with a payout ratio of 50% [3][8]. - Looking ahead to 2026, the company anticipates that the shipping market will face disruptions from the Middle East and Red Sea, with potential for a significant short-term increase in freight rates, which could enhance profitability [3][8]. - Earnings forecasts and target prices have been revised upward to 18.8 yuan and 18.0 Hong Kong dollars respectively, with a reiteration of a "buy" rating [3][8].

Core Viewpoint - The shipping market is experiencing significant disruptions due to the ongoing conflict in the Middle East, particularly affecting the Strait of Hormuz, a critical maritime route for global oil transportation. The situation has led to a substantial decline in shipping activity and a severe oil supply shortage globally [2][12]. Group 1: Shipping Operations - COSCO Shipping has announced the resumption of new booking services for ordinary containers from the Far East to several Middle Eastern countries, including the UAE, Saudi Arabia, Bahrain, Qatar, Kuwait, and Iraq, effective immediately [3][5]. - The company clarified that the new booking arrangements will not affect previously accepted bookings and will be subject to local agent and customer service consultations [5]. - Currently, COSCO Shipping has no direct plans to enter the Strait of Hormuz, with shipments being routed to ports outside the Persian Gulf and then transported overland to final destinations [5][6]. Group 2: Strait of Hormuz Traffic - The number of commercial vessels passing through the Strait of Hormuz has plummeted by 95% since the onset of the conflict, with only 144 vessels recorded from March 1 to March 23, compared to approximately 138 vessels daily before the conflict [9][11]. - The majority of the vessels that have passed through recently have been transporting oil and gas, with a significant portion rerouting to Asia due to supply constraints [10][11]. Group 3: Oil Supply Shortage - JPMorgan has reported a global oil supply gap of 16 million barrels per day, with expectations that this gap could persist at around 10 million barrels per day into April [12][13]. - The firm emphasized that traditional policy tools are insufficient to mitigate the impact of the ongoing crisis, which is unprecedented in scale and complexity [12][13]. - If the Strait of Hormuz remains closed until the end of April, oil prices could potentially reach $150 per barrel, with a bottom price expected to stabilize between $85 and $90 per barrel [14].

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 ...