Company News - SF Holding (06936.HK) reported a total revenue of 27.173 billion yuan for its express logistics, supply chain, and international business in November, representing a year-on-year growth of 7.85%. The express logistics business revenue grew by 9.88%, with a business volume increase of 20.13% [2] - Capital Investment (02324.HK) expects to achieve an unaudited consolidated net profit of approximately 115 million to 140 million HKD for the fiscal year ending September 30, 2025, marking a turnaround from losses, primarily due to the performance of listed equity investments [2] - Tianqi Lithium (09696.HK) has completed the construction of the third phase of its chemical-grade lithium concentrate expansion project and has officially commenced trial production [2] - Qingdao Port (06198.HK) plans to purchase two assets from the Qingdao Shipping Financial Center for the development of a cruise port [2] - CanSino Biologics (06185.HK) has initiated Phase I clinical trials for its DTCP–HIb–MCV4 combined vaccine and completed the enrollment of the first subject [2] - Fuhong Hanlin (02696.HK) received approval from the U.S. Food and Drug Administration for its application for the Phase I clinical trial of HLX18, a biosimilar to Nivolumab for the treatment of various solid tumors [2] - China National Nuclear Corporation (01763.HK) announced that its subsidiary, CNNC Haidewei, has received clinical approval for its BNCT boron drug [2] - Hisense Home Appliances (00921.HK) subscribed to a financial product from Jingu Trust for 1.892 billion yuan [2] Acquisition and Disposal - Evergrande Property (06666.HK) has received several updated non-binding offers from selected bidders, which the liquidators are currently considering [3] - Ruian Construction (00983.HK) has completed the sale of Ruian Property Management Services Co., Ltd. [4] - Tianjin Port Development (03382.HK) plans to purchase ten gantry cranes for 185 million yuan [5] Buyback Activities - Tencent Holdings (00700.HK) repurchased 1.036 million shares at a cost of 636 million HKD, with buyback prices ranging from 607 to 617 HKD [5] - Xiaomi Group-W (01810.HK) repurchased 3.75 million shares for 152 million HKD, with buyback prices between 40.42 and 40.56 HKD [6] - COSCO Shipping Holdings (01919.HK) repurchased 3.9655 million shares for 53.6689 million HKD, with buyback prices ranging from 13.47 to 13.73 HKD [6] - Kuaishou-W (01024.HK) repurchased 755,000 shares for 49.9509 million HKD, with buyback prices between 65.4 and 66.6 HKD [7]

Group 1 - The top three companies with the highest short positions are Vanke Enterprises (02202), COSCO Shipping Holdings (01919), and Heng Rui Medicine (01276), with short ratios of 19.04%, 17.09%, and 15.18% respectively [1][2] - The companies with the largest absolute increase in short positions are Zhaoyan New Drug (06127), Lens Technology (06613), and China Everbright Holdings (00165), with increases of 2.08%, 1.68%, and 1.46% respectively [1][2] - The companies with the largest absolute decrease in short positions are ZTE Corporation (00763), Nuo Cheng Jian Hua (09969), and Yi Mai Tong (02192), with decreases of -3.12%, -2.21%, and -1.70% respectively [1][2] Group 2 - The top ten companies with the highest short ratios include Vanke Enterprises (02202) at 19.04%, COSCO Shipping Holdings (01919) at 17.09%, and Heng Rui Medicine (01276) at 15.18% [2] - The companies with the most significant increase in short ratios include Zhaoyan New Drug (06127) from 3.50% to 5.57%, Lens Technology (06613) from 3.07% to 4.75%, and China Everbright Holdings (00165) from 2.04% to 3.51% [2] - The companies with the most significant decrease in short ratios include ZTE Corporation (00763) from 17.63% to 14.51%, Nuo Cheng Jian Hua (09969) from 5.19% to 2.97%, and Yi Mai Tong (02192) from 3.06% to 1.36% [2][3]

FF305 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2025年12月19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 | | 佔有關事件前的現有已發 | | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 ...

中远海控(01919.HK)12月19日耗资5366.89万港元回购396.55万股 中远海控(01919.HK)12月18日耗资 8055.74万港元回购590万股 相关事件 格隆汇12月19日丨中远海控(01919.HK)发布公告，2025年12月19日耗资5366.89万港元回购396.55万股， 回购价格每股13.47-13.73港元。 ...

FF305 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2025年12月19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 。 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) | 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 | | 佔有關事件前的現有已發 | | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不 ...

| 股票 | 评级 | 目标价(港元) | | --- | --- | --- | | 中国国航 (00753) | 买入 人 | -7.3元 → 8.2元 | | 中国东航 (00670) | 买人 | 3.7元 → 5.1元 | | 中国南航 (01055) | 买人 | 4.6元 → 5.8元 | | 中远海能(01138) | 买人 | 8.8元 → 10.8元 | | 中远海运港口(01199) | 买人 | 6元 → 6.8元 | | 招商局港口 (00144) | 中性 | 14.2元 → 15.7元 | | 中远海控(01919) | 中性→洁售 | 12.5元 → 10.4元 | | 美兰空港 (00357) | 活售 | 7.6元 → 8.4元 | 集装箱船运方面，供应恢复令该行转趋更谨慎，行业利润率将压缩。报告指，今年新船订单高于预期， 导致订单占现有运力比例达33%。另外，红海潜在重开可能带来进一步下行风险，将释放约10%的有效 运力，或导致中远海控（601919）(01919,601919.SH)陷入现金消耗状态。 至于原油油轮，该行保持乐观，并预期在2026年持续上升周期中，现货运 ...

程或长达一年,超市场预期,且有效运力仅增长 1%。该行认为中远海能将受惠,因其对原油油轮及 中国进口市场敞口较大。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 【高盛发布2026年全球运输行业前景研究报告】12月19日，高盛发表研究报告，展望2026年全球运输行 业前景。在航空业，该行预计国际需求上升、供应限制持续，将使航空公司2027年股本回报率达22%， 超行业周期平均。虽上半年需关注日本相关风险，但仍看好航空股，预期机票价格有上行空间，首选国 航H股及东航A股。集装箱船运方面，供应恢复使高盛转趋谨慎，行业利润率将压缩。今年新船订单高 于预期，订单占现有运力比例达33%。此外，红海潜在重开或带来下行风险，释放约10%有效运力，或 使中远海控陷入现金消耗状态。原油油轮领域，高盛保持乐观，预计2026年持续上升周期中，现货运费 将进一步上升。因中国原油储备过程或长达一年，超市场预期，且有效运力仅增长1%。该行认为中远 海能将受惠，因其对原油油轮及中国进口市场敞口较大。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 和讯财经 和而不同 迅达天下 扫码查看原文 ...

中国国航(00753.HK)及鲲航投资将分别出资约20.82亿元及20亿元以认购深圳航空的新增注册资本 深圳 国际(00152.HK)：中国国航及鲲航投资将分别出资约20.82亿元及20亿元以认购深圳航空的新增注册资 本 中国东航(600115.SH)：11月客运运力投入同比上升6.51% 中国东航(600115.SH)：10月客运运力投入 同比上升6.84% 中远海控(01919.HK)12月18日耗资8055.74万港元回购590万股 中远海控(01919.HK)12月 17日耗资3861.3万元回购285.75万股A股 中远海能(01138.HK)就建造一艘乙烯船和十八艘油轮订立造船 合约 代价78.82亿元 中远海能(600026.SH)：拟签订十九艘船舶的建造合同 高盛就2026年全球运输行业前景发表研究报告。航空业方面，该行料国际需求上升而供应限制持续，将 推动航空公司2027年股本回报率(ROE)达22%，超过行业周期平均水平。虽然上半年需要关注与日本相 关的风险，但该行对航空股仍持正面看法，同时预期机票价格有进一步上行空间；首选国航H股及东航 A股。 集装箱船运方面，供应恢复令该行转趋更谨慎， ...

在这个看似简单的商业交易背后，隐藏的是深刻的经济、政治以及战略层面的考量。美国之所以对这笔交易高度警惕，实际上源于对中国日益增强的全球影 响力的担忧。美国担心，如果中方获得巴拿马港口的控制权，那么将对其在全球航运及贸易中的霸主地位形成直接威胁。 在近期的国际经济舞台上，巴拿马港口交易风波愈演愈烈。李嘉诚旗下的长江和记集团本试图将其控制的巴拿马港口出售给贝莱德集团与地中海航运公司联 合组成的财团。此举不仅关乎企业利益，更是一场国家间力量博弈的缩影。随着中美关系的持续紧张和全球供应链的不确定性，这一事件更是成为了各国关 注的焦点。 综上所述，巴拿马港口交易的突然"逆转"，不仅关乎一个港口的命运，也关乎中美之间、以及更广泛的国际社会格局的变迁。随着未来谈判的推进，我们有 理由期待更多的变数与结果浮出水面。 至于巴拿马，虽然目前仍在美方的压力下，但并非毫无转机。中方若能在谈判中找到突破口，甚至有可能引导巴方转变立场。毕竟，巴拿马同样需要中国的 投资与合作，这种互惠共赢的机会值得珍惜。从更深层次来看，巴拿马港口的争夺战不仅是一次简单的商业竞争，它反映出的是在全球经济形势严峻的当 下，各国如何重新审视自身的战略利益与合作 ...

Group 1 - The article reports on share buybacks conducted by various companies on December 18, 2025, with Tencent Holdings leading in both the number of shares repurchased and the total amount spent [1] - Tencent Holdings repurchased 1.055 million shares for a total of 636 million yuan, representing 1.030% of its total share capital for the year [2] - Other notable companies involved in the buyback include Xiaomi Group, which repurchased 3.75 million shares for 151 million yuan, and China National Petroleum Corporation, which repurchased 254,000 shares for 116.38 million yuan [3] Group 2 - The total number of shares repurchased by companies varied significantly, with China National Petroleum Corporation having a cumulative buyback of 230 million shares, which is 0.190% of its total share capital [3] - Companies like IGG and VITASOY also participated, with IGG repurchasing 182,000 shares for 68.49 million yuan and VITASOY repurchasing 122,000 shares for 77.94 million yuan [3] - The buyback activity reflects a strategic move by these companies to enhance shareholder value and manage their capital structure effectively [1][2]