格隆汇8月26日丨中远海发(02866.HK)发布公告，于2025年8月26日，东方富利与租船人订立协议备忘录 及光船租赁合约，据此，东方富利已同意(i)以约人民币2,578.93百万元的购买价向租船人购买一(1)艘租 赁船舶；及(ii)紧随交付後，以租船人之估计应付租赁费总额约人民币3,182.47百万元将租赁船舶租回予 租船人。 ...

Core Viewpoint - COSCO SHIPPING Development (中远海发) has entered into a memorandum of agreement and bareboat charter with ORYX LNG NO.10 SHIPPING CORPORATION for the purchase and leaseback of an LNG carrier, highlighting the significance of its ship leasing business in the company's operations and financial performance [1] Group 1: Agreement Details - The company agreed to purchase one LNG carrier for approximately RMB 2.579 billion from the charterer [1] - Following the delivery, the company will lease back the vessel to the charterer for an estimated total lease payment of approximately RMB 3.182 billion [1] - The LNG carrier has a capacity of 271,000 cubic meters and is registered under the Liberian flag [1] Group 2: Business Significance - The sale and leaseback arrangement is a crucial component of the company's ship leasing business [1] - The ship leasing business contributes significantly to the company's profitability and asset value [1] - The company believes that the ship leasing business will continue to play a major role in its development [1]

Core Viewpoint - China Merchants Energy Shipping Company (中远海发) has entered into a memorandum of agreement and bareboat charter agreement with ORYX LNG NO. 10 SHIPPING CORPORATION for the purchase and leaseback of an LNG carrier, highlighting the significance of its ship leasing business in the company's operations and financial performance [1] Group 1 - The company agreed to purchase an LNG carrier for approximately RMB 2.579 billion [1] - Following the delivery, the company will lease back the vessel to the charterer for an estimated total lease payment of approximately RMB 3.182 billion [1] - The LNG carrier has a capacity of 271,000 cubic meters and is registered under the Liberian flag [1] Group 2 - The sale and leaseback arrangement is a crucial component of the company's ship leasing business [1] - The ship leasing segment has shown a significant contribution to the company's profitability and asset value [1] - The company believes that the ship leasing business will continue to play a major role in its development [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 中 遠 海 運 發 展 股 份 有 限 公 司 COSCO SHIPPING Development Co., Ltd.* （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：02866） 有關二零二五年售後租回安排的須予披露交易 緒 言 董 事 會 欣 然 宣 佈，於 二 零 二 五 年 八 月 二 十 六 日（交 易 時 段 後），東 方 富 利 與 租 船 人 訂 立 協 議 備 忘 錄 及 光 船 租 賃 合 約，據 此，東 方 富 利 已 同 意(i)以約人民幣2,578.93百萬元 的購買價向租船人購買一(1)艘 租 賃 船 舶；及(ii)緊 隨 交 付 後，以 租 船 人 之 估 計 應 付 租賃費總額約人民幣3,182.47百 ...

证券简称：中远海发 证券代码：601866 公告编号：2025-045 中远海运发展股份有限公司 关于全资子公司开展 LNG 船舶售后回租业务的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1、根据中远海运发展股份有限公司（以下简称"公司"或"中 远海运发展"）第七届董事会第二十九次会议决议，公司下属全资子 公司Oriental Fleet Shipping 08 Limited（以下简称"东方富利"）与 Mitsui O.S.K. Lines, Ltd.（以下简称"MOL"）下属公司ORYX LNG No.10 Shipping Corporation（以下简称"承租方"）于2025年8月26 日就双方开展售后回租事宜正式签署了相关协议。协议约定东方富利 以约257,893.35万人民币的价格向承租方购买1艘27.1万立方米LNG 船舶（以下简称"标的船舶"），在标的船舶交付后，再以光租形式 将标的船舶回租给承租方，预估总租金约为318,246.5万人民币（以下 简称"本次交易"）。 2、本次交易不构 ...

Group 1 - The core viewpoint of the news is that China Merchants Jinling Shipyard (SH601866) has received environmental approval for its product upgrade project, with a total investment of 200,000 yuan, as disclosed on July 25, 2025 [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The project monitors the environmental performance of listed companies and their subsidiaries, providing timely updates through AI-generated reports and weekly green reports [1] Group 2 - The latest A-share green weekly report indicated that eight listed companies have recently exposed environmental risks [2] - China Merchants Jinling Shipyard's main business segments include container manufacturing (72.71% of revenue), container leasing (18.88%), shipping and related industry leasing (8.31%), and investment management (0.09%) [3] - The company's market capitalization is 28.116 billion yuan, with projected revenues of 15.635 billion yuan for 2023, 27.627 billion yuan for 2024, and 5.418 billion yuan for 2025 [4]

Key Points - The top three stocks with net inflows from southbound funds are China Life (02628) with 1.58 billion, Southern Hang Seng Technology (03033) with 768 million, and Alibaba-W (09988) with 452 million [1][2] - The top three stocks with net outflows are Tencent Holdings (00700) with -1.20 billion, Anta Sports (02020) with -697 million, and Rongchang Biopharmaceutical (09995) with -584 million [1][2] - In terms of net inflow ratio, Datang Renewable (01798) leads with 74.45%, followed by Shenzhen Expressway (00548) with 50.53%, and Bosideng (03998) with 50.23% [1][3] - The top three stocks with the highest net outflow ratios are Chongqing Rural Commercial Bank (03618) at -58.46%, Kington Services (09666) at -54.34%, and Poly Property Group (00119) at -51.88% [1][3] Net Inflow Rankings - The top ten stocks by net inflow include: - China Life (02628): 1.58 billion, 34.91% increase, closing price 23.620 (+3.60%) [2] - Southern Hang Seng Technology (03033): 768 million, 14.65% increase, closing price 5.475 (-0.90%) [2] - Alibaba-W (09988): 452 million, 4.38% increase, closing price 121.800 (-1.54%) [2] - Other notable stocks include Li Auto-W (02015) with 349 million and AIA Group (01299) with 317 million [2] Net Outflow Rankings - The top ten stocks by net outflow include: - Tencent Holdings (00700): -1.20 billion, -5.56% decrease, closing price 590.000 (+0.68%) [2] - Anta Sports (02020): -697 million, -40.49% decrease, closing price 92.450 (+2.72%) [2] - Rongchang Biopharmaceutical (09995): -584 million, -33.65% decrease, closing price 77.450 (+13.65%) [2] - Other notable stocks include Meituan-W (03690) with -387 million and China Construction Bank (00939) with -366 million [2] Net Inflow Ratio Rankings - The top stocks by net inflow ratio include: - Datang Renewable (01798): 74.45%, net inflow of 14.5175 million, closing price 2.360 (+0.85%) [3] - Shenzhen Expressway (00548): 50.53%, net inflow of 8.719 million, closing price 7.020 (0.00%) [3] - Bosideng (03998): 50.23%, net inflow of 6.728 million, closing price 4.630 (+0.65%) [3]

格隆汇8月18日丨中远海发(02866.HK)宣布，本公司谨订于2025年8月29日（星期五）举行董事会会议， 藉以（其中包括）宣布本公司及其附属公司截至2025年6月30日止六个月的未经审核中期业绩以及考虑 派发中期股息（如有）。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 中 遠 海 運 發 展 股 份 有 限 公 司 COSCO SHIPPING Development Co., Ltd.* 本公告乃根據香港聯合交易所有限公司證券上市規則第13.43條 而 作 出。 中遠海運發展股份有限公司（「本公司」）董事會（「董事會」）茲宣佈本公司謹訂於二零 二五年八月二十九日（星 期 五）舉 行 董 事 會 會 議，藉 以（其 中 包 括）宣佈本公司及其附 屬公司截至二零二五年六月三十日止六個月的未經審核中期業績以及考慮派發中 期股息（如 有）。 承董事會命 中遠海運發展股份有限公司 公司秘書 蔡 磊 中 華 人 民 共 和 國，上 海 二零二五年八月十八日 於 本 公 告 刊 發 日 期，董 事 會 成 員 包 括 執 行 董 事 張 銘 文 先 生（董 事 長 ...

Core Viewpoint - The article discusses the performance of the Shanghai Composite Index and the Hang Seng Index on August 18, highlighting the premium of China Merchants Industry Holdings Co., Ltd. (中远海发) in the A/H share market, as well as providing an overview of the company's operations and market position [1]. Company Overview - China Merchants Industry Holdings Co., Ltd. is a subsidiary of China Ocean Shipping Group Co., Ltd. and specializes in shipping logistics and financial operations [1]. - The company was established in 1997 and is headquartered in Shanghai, listed on both the Hong Kong and Shanghai stock exchanges [1]. - The company focuses on container manufacturing, leasing, and shipping leasing, supported by investment management to achieve integrated development [1]. Container Manufacturing - The container manufacturing business involves the research, development, and production of international standard dry cargo containers, refrigerated containers, and special containers [1]. - The company has an annual production capacity exceeding 1.4 million TEUs, ranking second in the world [1]. - Its customer base includes globally recognized shipping companies and major container leasing firms [1]. Competitive Strategy - The company aims to enhance its core competitiveness through technological innovation and a green low-carbon transformation [1]. - It is committed to building a world-class logistics equipment technology enterprise [1].