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： 太平洋航運集團有限公司 (僅供識別) 呈交日期： 2025年10月23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 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02343 | 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 ...

每经AI快讯，10月23日，港股太平洋航运(02343.HK)涨近3%，截至发稿，涨2.82%，报2.54港元，成交 额2552万港元。 ...

Core Viewpoint - Pacific Shipping (02343) shows a near 3% increase in stock price, with a current price of HKD 2.54 and a trading volume of HKD 25.52 million, following the release of its Q3 2025 operational data [1] Group 1: Operational Performance - The company's small handy-sized bulk carrier time charter equivalent (TCE) daily net rental decreased by 15% year-on-year to USD 11,680, while the ultra-handy-sized bulk carrier TCE increased by 10% year-on-year to USD 13,410 [1] - For Q4 2025, the company expects the daily net rental for small handy-sized bulk carriers and ultra-handy-sized vessels to improve to USD 12,380 and USD 14,060 respectively, with 72% and 87% of operational days already locked in [1] Group 2: Market Outlook - Daiwa Securities views the increase in port fees in China as a positive factor driving up bulk freight rates and acknowledges the company's proactive approach in dealing with uncertain operational environments [1] - Bank of America Securities notes that the Q3 performance of Pacific Shipping was generally in line with expectations, with slightly weak freight rates, but an improvement in locked freight rates for Q4 [1] - The company is expected to be exempt from paying port fees in the US and China, although regulatory uncertainties remain until further discussions with regulatory bodies are concluded [1] - Bank of America has raised the earnings per share forecast for Pacific Shipping for 2025 to 2027 by an average of 7% to reflect strong performance in the spot market for Q4 [1]

智通财经APP获悉，太平洋航运(02343)涨近3%，截至发稿，涨2.82%，报2.54港元，成交额2552万港 元。 美银证券表示，太平洋航运第三季表现大致符合预期，期内运费略为疲弱，但第四季锁定运费有所改 善。公司认为其应获豁免缴付美国及中国港口费，但该行则认为监管环境仍存在不确定性，要待公司与 监管机构磋商并获得进一步消息后，才能判断该风险已消除。该行将太平洋航运2025至2027每股盈利预 测平均上调7%，以反映今年第四季现货市场表现强劲。 消息面上，近日，太平洋航运公布2025年第三季营运数据。大和指出，太平洋航运第三季营运数据主要 亮点包括：公司的小灵便型干散货船日均净租金(TCE)按年下降15%至每日11680美元，而超灵便型则按 年增长10%，至每日13410美元。大和看好公司小灵便型干散货船及超灵便型船只，在2025年第四季日 均净租金按季度分别提升至每日12380及14060美元(分别已有72%及87%的营运日被锁定)。另外，大和 视中国港口费用增加为推动干散货运价上升的积极推动因素，并认同公司在应对不确定营运环境的积极 主动性。 ...

太平洋航运(02343)涨近3%，截至发稿，涨2.82%，报2.54港元，成交额2552万港元。 美银证券表示，太平洋航运第三季表现大致符合预期，期内运费略为疲弱，但第四季锁定运费有所改 善。公司认为其应获豁免缴付美国及中国港口费，但该行则认为监管环境仍存在不确定性，要待公司与 监管机构磋商并获得进一步消息后，才能判断该风险已消除。该行将太平洋航运2025至2027每股盈利预 测平均上调7%，以反映今年第四季现货市场表现强劲。 消息面上，近日，太平洋航运公布2025年第三季营运数据。大和指出，太平洋航运第三季营运数据主要 亮点包括：公司的小灵便型干散货船日均净租金(TCE)按年下降15%至每日11680美元，而超灵便型则按 年增长10%，至每日13410美元。大和看好公司小灵便型干散货船及超灵便型船只，在2025年第四季日 均净租金按季度分别提升至每日12380及14060美元(分别已有72%及87%的营运日被锁定)。另外，大和 视中国港口费用增加为推动干散货运价上升的积极推动因素，并认同公司在应对不确定营运环境的积极 主动性。 ...

Core Viewpoint - Bank of America Securities has raised the earnings per share forecast for Pacific Basin Shipping (02343) by an average of 7% for 2025 to 2027, reflecting strong performance in the spot market in Q4 of this year, while maintaining a "Neutral" rating due to reasonable valuation levels and uncertain prospects for the dry bulk market in 2026 [1] Group 1: Earnings Forecast and Valuation - The average earnings per share forecast for Pacific Basin Shipping has been increased by 7% for the years 2025 to 2027 [1] - The target price for the company has been raised from HKD 2.4 to HKD 2.75 [1] Group 2: Market Performance - The third quarter performance of Pacific Basin Shipping was generally in line with expectations, with slightly weak freight rates during the period [1] - However, there has been an improvement in locked-in freight rates for Q4 [1] Group 3: Regulatory Environment - The company believes it should be exempt from paying port fees in the US and China, but there remains uncertainty in the regulatory environment [1] - Further discussions between the company and regulatory authorities are needed to assess whether this risk has been eliminated [1]

Core Viewpoint - Bank of America Securities has raised the earnings per share forecast for Pacific Basin Shipping (02343) by an average of 7% for 2025 to 2027, reflecting strong performance in the spot market in Q4 this year, while maintaining a "Neutral" rating due to reasonable valuation levels and uncertain prospects for the dry bulk market in 2026 [1] Group 1: Earnings Forecast and Valuation - The average earnings per share forecast for Pacific Basin Shipping has been increased by 7% for the years 2025 to 2027 [1] - The target price has been raised from HKD 2.4 to HKD 2.75 [1] - The company's Q3 performance was generally in line with expectations, with slightly weak freight rates, but an improvement in locked-in freight rates for Q4 [1] Group 2: Regulatory Environment - The company believes it should be exempt from paying port fees in the US and China [1] - However, there remains uncertainty in the regulatory environment, and further discussions with regulatory bodies are needed to assess whether this risk has been eliminated [1]

Group 1: Market Reactions and Economic Data - The Hong Kong stock market showed a strong rebound, with the Hang Seng Index rising by 2.42% [1] - The U.S. government shutdown continues, leading to increased public dissatisfaction, highlighted by a nationwide protest involving approximately 7 million participants [1] - China's economic data for the first three quarters of 2025 shows a GDP of 10,150.36 billion yuan, with a year-on-year growth of 5.2%, although consumption and investment have declined [3] Group 2: Robotics and Technology Developments - Yubiquitous Technology secured a contract worth 126 million yuan for the procurement of humanoid robots, adding to its significant order backlog of over 630 million yuan for the Walker series [4] - The robotics sector is experiencing growth, with companies like Yushutech reporting substantial sales figures and aiming for increased production in the coming year [3][4] Group 3: Stock Buybacks and Market Performance - Companies engaging in significant stock buybacks, such as China Resources Gas, are seeing positive market reactions, with shares rising over 4% [5] - Sanhua Intelligent Control announced an increase in its share repurchase price cap, leading to an 8% rise in its stock price [4] Group 4: Shipping and Aviation Industry Trends - The global shipping industry is undergoing a significant reshuffle due to new port fees, benefiting companies like COSCO Shipping Energy, which saw an 8% increase in stock price [6] - The aviation sector is also thriving, with China Eastern Airlines reporting a 9% increase in stock price, driven by a strategic focus on international routes [6] Group 5: IPOs and Investment in Technology - The rapid IPO process for Muxi Integrated Circuit indicates strong regulatory support for technology firms, with related companies experiencing stock price increases [7] - MINIEYE's successful bid for an autonomous driving project marks a significant step in the commercialization of its technology, leading to a 7% rise in its stock price [7] Group 6: Tourism and Hospitality Sector Insights - The tourism industry shows steady demand, with hotel average daily rates and revenue per available room experiencing positive growth, although supply pressures remain [8] - Analysts are optimistic about the Macau gaming sector, particularly for companies like Sands China and Galaxy Entertainment, due to low revenue baselines [8] Group 7: Company Performance and Global Expansion - Shenzhou International reported a revenue increase of 15.3% year-on-year, driven by strong performance in leisure and overseas markets [9] - The company is expanding its global production capacity, with overseas factories accounting for approximately 53% of total garment output [9][10]

Group 1: Company Performance and Forecast - Daiwa has raised the earnings per share forecast for Pacific Basin Shipping (02343) by 5% to 13% for the next two years, maintaining a "Buy" rating due to low valuation and ongoing share buybacks [1] - The 12-month target price has been increased to HKD 3 from HKD 2.65, based on a price-to-book ratio of 1 times (previously 0.9 times) [1] - In Q3 2025, the average net charter rate for Handysize vessels decreased by 15% year-on-year to USD 11,680 per day, while Supramax vessels saw a 10% increase to USD 13,410 per day [1] Group 2: Market Trends and External Factors - Daiwa views the increase in port fees for US-related vessels announced by China on October 10 as a significant potential impact on the dry bulk market, given that China accounts for 40% of global dry bulk imports in 2024 [2] - The increase in port fees is seen as a positive factor for driving up dry bulk freight rates, and the company acknowledges the proactive measures taken by Pacific Basin Shipping in response to the uncertain operating environment [2]

大和看好公司小灵便型干散货船及超灵便型船只，在2025年第四季日均净租金按季度分别提升至每日 12,380及14,060美元(分别已有72%及87%的营运日被锁定);2025年前九个月次要散货及谷物运输需求改 善，同比分别增长4%及下降9%(对比2025年上半年的同比增长3%及下降13%)。对于2026年，其小灵便 型干散货船及超灵便型船只营运日合约分别只有8%及24%被锁定，相关合约日均净租金为每日9,790及 13,200美元。 大和表示，中国于10月10日宣布对美国相关船只增加港口费用，认为干散货市场将面对来自中国港口费 用增加的最大潜在影响，因为中国于2024年占全球干散货进口40%(受影响船只范围尚未明确，因美国 相关船只定义不明)。总体而言，大和视中国港口费用增加，为推动干散货运价上升的积极推动因素， 并认同公司在应对不确定营运环境的积极主动性。 智通财经APP获悉，大和发布研报称，上调太平洋航运(02343)今明两年每股盈利预测5%至13%，重 申"买入"评级，因估值不高且持续回购股份;并基于今明两年1倍市净率(原本0.9倍)，上调12个月目标价 至3港元，原本目标价为2.65港元。 太平洋航运 ...