Core Viewpoint - China COSCO Shipping Container Lines Co., Ltd. has resumed new booking services for ordinary containers from the Far East to several Middle Eastern countries, despite ongoing regional instability [1]. Group 1: Service Resumption - The company has announced the resumption of new booking services to the following countries: United Arab Emirates, Saudi Arabia, Bahrain, Qatar, Kuwait, and Iraq [1]. - Customers are advised that the arrangements for new bookings and actual transportation may be subject to change due to the volatile situation in the Middle East [1]. Group 2: Previous Suspension - On March 4, the company had previously suspended new booking services for relevant routes based on a risk assessment, with the resumption date to be announced later [4]. - The suspension included all new bookings from global locations to the UAE (excluding Fujairah and Khor Fakkan), Qatar, Bahrain, Iraq, Saudi Arabia (excluding Jeddah), and Kuwait [5]. Group 3: Ongoing Monitoring - The company is continuously monitoring the situation in the Middle East and will provide updates through its official website and customer service channels [1][5]. - For cargo already on board, the company is evaluating follow-up handling plans, including potential alternative discharge ports, in accordance with the terms and conditions of the bill of lading [5].

Group 1 - The company, COSCO Shipping Holdings (01919.HK), announced a share buyback on March 25, 2026, costing HKD 32.914 million to repurchase 2.2 million shares [1] - The buyback price ranged from HKD 14.80 to HKD 15.27 per share [1]

Core Viewpoint - The company announced a share buyback program, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1: Buyback Details - From March 23 to 25, the company repurchased a total of 3.13 million H-shares, representing 0.11% of the issued shares (excluding treasury shares) [1] - On March 23, the company bought back 730,000 shares at a price of HKD 14.99 per share; on March 24 and 25, it repurchased 2.2 million shares at prices of HKD 15.22 and HKD 14.96 per share, respectively [1] - As of March 25, the total number of issued shares (excluding treasury shares) was 2.7556 billion [1] Group 2: Buyback Authorization - The company has the authorization to repurchase up to 28.8 million shares, of which 5.13 million shares have been repurchased, accounting for 0.178% of the issued shares on the authorization date (excluding treasury shares) [1]

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company plans to repurchase 2.2 million shares at a total cost of HKD 32.9139 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 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2026年3月25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 core viewpoint of the report is that due to geopolitical factors delaying the resumption of the Red Sea routes, the net profit forecast for China COSCO Shipping Holdings (01919) for 2026 has been raised by 14.8% to 23.5 billion yuan, with a new forecast for 2027 net profit at 17.2 billion yuan [1][5] - The target prices for China COSCO Shipping's A and H shares have been increased by 8.6% and 13.8%, respectively, to 17.7 yuan and 16.5 Hong Kong dollars, while maintaining an "outperform the industry" rating [1][5] - The fourth quarter performance of China COSCO Shipping met market expectations, with total revenue of 219.504 billion yuan, a year-on-year decline of 6.14%, and a net profit of 30.868 billion yuan, down 37.1%, resulting in basic earnings per share of 1.99 yuan [1][5] Group 2 - For the fourth quarter, the company reported revenue of 51.905 billion yuan, a year-on-year decrease of 12.21%, and a net profit of 3.799 billion yuan, down 65.39% [1][5] - Based on current profit assumptions, the projected dividend yields for A and H shares in 2026 are 5% and 5.7%, respectively [1][5]

Group 1 - The core viewpoint of the article is that CICC has raised the profit forecast for COSCO Shipping Holdings (01919) for 2026 by 14.8% to 23.5 billion RMB and introduced a new profit estimate of 17.2 billion RMB for 2027 due to delays in the resumption of Red Sea shipping caused by geopolitical factors [1] - The report indicates that despite significant pressure on industry supply and demand next year, the higher dividend yield in the Hong Kong stock market has led to an upward adjustment of COSCO's A/H target prices by 8.6% and 13.8%, reaching 17.7 RMB and 16.5 HKD respectively [1] - COSCO's Q4 performance last year met market expectations, with revenue of 219.5 billion RMB, a year-on-year decrease of 6.14%, and a net profit of 30.9 billion RMB, down 37.1%, resulting in basic earnings per share of 1.99 RMB [1] Group 2 - In Q4, COSCO achieved revenue of 51.9 billion RMB, a year-on-year decline of 12.21%, and a net profit of 3.8 billion RMB, down 65.39% [1] - Based on current profit assumptions, the A/H dividend yields for 2026 are projected to be 5% and 5.7% respectively [1]

Core Viewpoint - The management of China COSCO Shipping Holdings (中远海控) warns of potential impacts from the uncertain developments in the Middle East, indicating that while current spillover effects are limited, prolonged disruptions could exacerbate the situation [1] Group 1: Financial Impact - The company anticipates an increase in fuel costs by $10 per ton, which will cumulatively add $78 million to expenses [1] - The brokerage firm has revised the company's earnings forecast for 2026 to 2027 down by 2% to 13% [1] Group 2: Stock Rating and Price Target - The target price for the company's stock has been raised from HKD 14 to HKD 15, while maintaining a "Hold" rating [1]

Core Viewpoint - The article discusses the recent developments in the shipping industry, particularly focusing on the VLCC (Very Large Crude Carrier) transportation index and its fluctuations due to geopolitical tensions in the Middle East [1]. Shipping Sector Summary - The VLCC transportation index for West Africa to Ningbo, China, has increased by 3.23% to 150.09 WS, despite a monthly decrease of 6.52%, indicating a significant annual increase of 24.85% [5]. - Key players in the core oil transportation sector include COSCO Shipping Energy and China Merchants Energy Shipping [5]. - The article highlights various shipping segments, including: - **Product Tankers and MR Fleet**: China Merchants Jinling Shipyard [5]. - **Container Shipping**: Major companies include COSCO Shipping Holdings, COSCO Shipping Development, and Jinjing Shipping [5]. - **Dry Bulk Shipping**: Notable firms are China National Offshore Oil Corporation and Haitong Development [5]. - **Special/Chemical/Roll-on Roll-off Shipping**: Key players include COSCO Shipping Special, Xingtong Co., and Shenghang Co. [5]. Port Operations Summary - The article outlines significant port operations in various regions: - **Yangtze River Delta Hub**: Includes Nanjing Port, Lianyungang, Shanghai Port Group, and Ningbo Port [5]. - **Bohai Rim Hub**: Notable ports are Tangshan Port, Tianjin Port, and Qinhuangdao Port [5]. - **Southwest Hub**: Key ports include Guangzhou Port and Zhuhai Port [5]. - **Yangtze River Inland Ports**: Chongqing Port is highlighted [5]. Shipping Equipment and Logistics Summary - The core equipment manufacturing sector features companies like CIMC (China International Marine Containers), East China Heavy Machinery, Weichai Heavy Machinery, and Hangzhou Advance Gearbox Group [5]. - The energy and special equipment sector includes firms like Furui Special Equipment and Xizhuang Co. [5].

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24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 ...