Core Insights - The opening of the Chancay Port in Peru has led to significant growth in cargo throughput and trade volume, with over 270,000 TEUs handled and a total trade value of $6.03 billion in exports and $9.84 billion in imports in the first nine months of the year [1][5]. Group 1: Cargo and Trade Growth - Chancay Port has achieved a cumulative container throughput of over 270,000 TEUs and handled approximately 1.36 million tons of bulk cargo since its opening [1]. - The port's export trade value reached $603 million and import trade value reached $984 million in the first nine months of the year, generating approximately 697 million Peruvian Soles in tax revenue [1]. - The "Chancay-Shanghai" direct shipping route has facilitated the efficient transport of goods, including fresh blueberries and vehicles, enhancing trade connections between Peru and China [2][4]. Group 2: Logistics and Efficiency Improvements - The transit time for blueberries and avocados from Peru to Shanghai has been reduced to 31 days, a decrease of 13 days, while the transport time for Chinese electric vehicles to Peru has been cut to 30 days, down by 7 days [4]. - Since the opening of the new shipping route, over 20 automotive and machinery companies have utilized the Chancay Port, with more than 12,000 vehicles shipped, supporting the global expansion of Chinese manufacturing [5]. - The "Chancay-Shanghai" route has seen a 56.9% year-on-year increase in trade value, with a total of 15,400 tons of goods valued at 3.97 billion yuan transported in the first three quarters [5]. Group 3: Network Expansion and Connectivity - The port has established new shipping routes, including a branch line to Arequipa, significantly reducing transportation distances for goods from Brazil [8]. - The opening of a new route connecting Ecuador and Shanghai via Chancay has resulted in a 37.67% increase in banana exports from Ecuador to China in the first half of the year [8]. - Chancay Port is evolving into a regional hub, enhancing its connectivity with multiple Latin American countries, including Mexico, Panama, Colombia, Ecuador, Chile, Brazil, and Bolivia [9]. Group 4: Technological Advancements and Sustainability - Chancay Port is equipped with advanced automated and smart port technologies, including remote-controlled cranes and automated straddle carriers, improving operational efficiency [10]. - The port has set records for cargo handling, including a 60,000-ton cement shipment and a 7,500-vehicle roll-on/roll-off ship, indicating its growing capacity and capability [10]. - The port's development is focused on sustainability and modernization, with plans to enhance its service offerings and product value [10]. Group 5: Future Prospects - The opening of the Chancay Port and the "Chancay-Shanghai" shipping route has significantly shortened the logistical distance between China and Latin America, optimizing supply chains [11]. - There are plans to deepen maritime cooperation between China and Peru, which will further support economic and trade growth in the region [11].

自10月31日以来公司已连续10日进行回购，合计回购2518.80万股，累计回购金额3.52亿港元。 其间该 股累计上涨7.32%。 （原标题：中远海控(01919.HK)11月13日回购4295.02万港元，已连续10日回购） 证券时报•数据宝统计，中远海控在港交所公告显示，11月13日以每股14.230港元至14.400港元的价格回 购300.00万股，回购金额达4295.02万港元。该股当日收盘价14.360港元，下跌0.35%，全天成交额2.88 亿港元。 今年以来该股累计进行98次回购，合计回购3.71亿股，累计回购金额48.49亿港元。（数据宝） 中远海控回购明细 | 日期 | 回购股数 | 回购最高价 | 回购最低价 | 回购金额 | | --- | --- | --- | --- | --- | | | （万股） | （港元） | （港元） | （万港元） | | 2025.11.13 | 300.00 | 14.400 | 14.230 | 4295.02 | | 2025.11.12 | 300.00 | 14.430 | 14.260 | 4313.82 | | 2025.11.11 | ...

证券时报·数据宝统计，中远海控在港交所公告显示，11月13日以每股14.230港元至14.400港元的价格回 购300.00万股，回购金额达4295.02万港元。该股当日收盘价14.360港元，下跌0.35%，全天成交额2.88 亿港元。 自10月31日以来公司已连续10日进行回购，合计回购2518.80万股，累计回购金额3.52亿港元。 其间该 股累计上涨7.32%。 今年以来该股累计进行98次回购，合计回购3.71亿股，累计回购金额48.49亿港元。（数据宝） 中远海控回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.11.13 | 300.00 | 14.400 | 14.230 | 4295.02 | | 2025.11.12 | 300.00 | 14.430 | 14.260 | 4313.82 | | 2025.11.11 | 300.00 | 14.390 | 14.110 | 4254.13 | | 2025.11.10 | 300.00 | 14 ...

Performance Highlights - Tencent Holdings (00700.HK) reported Q3 revenue of 192.87 billion yuan, a year-on-year increase of 15% and a quarter-on-quarter increase of 5%. Net profit reached 63.13 billion yuan, up 19% year-on-year and 13% quarter-on-quarter [2] - Semiconductor Manufacturing International Corporation (00981.HK) achieved Q3 sales revenue of 2.38 billion USD, a quarter-on-quarter increase of 7.8% and a year-on-year increase of 9.7%. Gross margin improved to 22.0%, up 1.6 percentage points quarter-on-quarter [3] - JD Group (09618.HK) reported Q3 total revenue of 299.06 billion yuan, a year-on-year increase of 14.85%, while net profit decreased by 55.03% to 5.28 billion yuan [4] - JD Logistics (02618.HK) recorded Q3 revenue of 55.08 billion yuan, a year-on-year increase of 24.1%, with operating profit rising by 125.3% to 1.24 billion yuan [5] - Bilibili (09626.HK) achieved Q3 net revenue of 7.69 billion yuan (1.08 billion USD), a year-on-year increase of 5%, and turned a profit with a net profit of 469 million yuan (65.9 million USD) [6] Company News - Heng Rui Medicine (01276.HK) received clinical trial approval for its drug, with similar products expected to generate global sales of approximately 11.04 billion USD in 2024 [7] - China Pacific Insurance (02601.HK) reported that for the first ten months, life insurance premium income reached 241.32 billion yuan, a year-on-year increase of 9.9% [8] - Zhong An Online (06060.HK) reported total original insurance premium income of approximately 29.82 billion yuan for the first ten months, a year-on-year increase of 5.18% [9] Buyback Activities - Yongsheng Services (01995.HK) plans to repurchase up to approximately 173 million shares, accounting for about 10% of the issued share capital [12] - Kintor Pharmaceutical (02171.HK) intends to repurchase up to approximately 25.46 million shares [13] - China Feihe (06186.HK) spent 87.86 million HKD to repurchase 20 million shares at prices ranging from 4.37 to 4.40 HKD [14]

| 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) | 2025年11月12日 | | 2,879,819,500 | | 0 | | 2,879,819,500 | | 1). 其他 (請註明) | | | | % | | | | | 見B部 | | | | | | | | | 變動日期 | 2025年11月13日 | | | | | | | | 於下列日期 ...

智通财经APP讯，中远海控(01919)公布，2025年11月13日耗资4295.02万港元回购300万股股份。 ...

格隆汇11月13日丨中远海控(01919.HK)发布公告，2025年11月13日耗资4295万港元回购300万股，回购 价格每股14.23-14.4港元。 ...

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： 2025年11月13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 ...

Investment Rating - The report maintains a positive outlook on cyclical sectors, indicating that quality dividend stocks still have upward potential [1]. Core Insights - The transportation industry showed stable performance in the first three quarters of 2025, with infrastructure sector key stocks meeting expectations, shipping stocks recovering, and express delivery volumes and prices increasing due to anti-involution policies [1][7]. - The report emphasizes the importance of monitoring cyclical sector fundamentals and highlights the potential for further gains in quality dividend stocks [1][7]. Summary by Sections Overview of the Transportation Sector - The overall performance of the transportation industry from the beginning of 2025 to November 10 showed an increase of 8.5%, underperforming compared to the Shanghai and Shenzhen 300 index, which rose by 31.6% [11]. - The logistics sector benefited from anti-involution policies, while infrastructure sectors like highways and railways experienced declines [11]. Highway Sector - In the first three quarters of 2025, highway passenger transport decreased by 2.6% year-on-year, while freight transport increased by 4.1% [16]. - The performance of listed companies varied, with some showing stable toll revenue while others faced declines due to network adjustments and acquisitions [16][17]. Port Sector - National port cargo throughput reached 1.357 billion tons, a year-on-year increase of 4.6%, with container throughput growing by 6.3% [18]. - Key companies like China Merchants Port and Qingdao Port maintained stable performance, while Tangshan Port showed significant recovery in Q3 [18][19]. Railway Sector - Railway passenger volume grew by 6% year-on-year, while freight volume increased by 2.8% [22]. - The report anticipates continued growth in passenger transport, driven by new projects, although freight transport may face challenges due to economic conditions [22]. Shipping Sector - The shipping sector experienced a decline in container shipping rates in the first three quarters, but Q3 showed signs of recovery [25]. - The report forecasts improved performance for oil tanker companies in Q4 and 2026 due to favorable market conditions [28]. Express Delivery Sector - The express delivery industry saw a 17.2% increase in business volume in the first three quarters, although average prices fell by 7.1% [30]. - The report predicts a return to price increases in Q4, driven by anti-involution policies, with overall profitability expected to improve [31]. Logistics Supply Chain Sector - Cross-border air transport demand remained resilient, with a 6.4% year-on-year increase in cross-border e-commerce imports and exports [32]. - The report suggests that contract logistics volumes are expected to stabilize as economic conditions improve [33]. Aviation Sector - The aviation industry reported a 9.1% year-on-year increase in passenger turnover, with domestic routes showing a 4.2% increase [35]. - The report anticipates a significant reduction in losses for the industry in Q4, with a potential for profit recovery in 2026 [36]. Airport Sector - The airport sector experienced a 4.4% year-on-year increase in passenger throughput, with significant growth in international travel [38]. - The report highlights the ongoing recovery in airport operations and profitability due to increased passenger volumes and improved cost management [38].

人民财讯11月13日电，11月12日，普洛斯旗下公司普顺投、美的国际供应链及中远海控（601919）下属 公司金领东南亚在泰国签订战略合作意向书。三方计划充分利用各自优势资源，共同建设"绿色智慧供 应链(泰国)交付中心"。 ...