Core Viewpoint - The Hong Kong port and shipping stocks experienced a general increase, driven by a rise in the European shipping index, indicating a potential recovery in demand and a shift in market sentiment towards optimism in the shipping industry [1]. Group 1: Market Performance - Cosco Shipping Energy rose over 5%, while Cosco Shipping Ports and China Ship Leasing increased by 2.5% [1]. - Other companies such as China Merchants Port, Cosco Shipping Holdings, Orient Overseas International, Cosco Shipping Development, and Seaspan Corporation also saw gains [1]. Group 2: Shipping Index and Market Sentiment - The European shipping index futures rose by 5%, reaching 1521.80 yuan, which is viewed as a positive short-term signal for shipping stocks [1]. - Analysts suggest that the increase in European freight rates may indicate a recovery in market demand, possibly due to inventory replenishment cycles or renewed supply chain tensions [1]. - This shift in perception may alter the previously pessimistic view of the industry characterized by oversupply, moving towards a more optimistic outlook [1].

Core Viewpoint - The Hong Kong port and shipping stocks experienced a general increase, driven by a rise in the European shipping index, indicating a potential recovery in demand and a shift in market sentiment towards optimism in the industry [1]. Group 1: Stock Performance - COSCO Shipping Energy (中远海能) rose over 5%, closing at 10.890 with a market capitalization of 59.516 billion [2]. - COSCO Shipping Ports (中远海运港口) increased by 2.5%, closing at 5.740 with a market capitalization of 227.3 billion [2]. - China Ship Leasing (中国船舶租赁) saw a rise of 2.4%, closing at 2.130 with a market capitalization of 13.204 billion [2]. - China Merchants Port (招商局港口) increased by 2.04%, closing at 15.990 with a market capitalization of 671.26 billion [2]. - COSCO Shipping Holdings (中远海控) rose by 1.43%, closing at 13.440 with a market capitalization of 2081.82 billion [2]. - Liaoning Port (辽港股份) increased by 1.20%, closing at 0.840 with a market capitalization of 19.8 billion [2]. - Orient Overseas International (东方海外国际) rose by 1.19%, closing at 127.900 with a market capitalization of 844.62 billion [2]. - COSCO Shipping Development (中远海发) increased by 0.87%, closing at 1.160 with a market capitalization of 15.309 billion [2]. - Seaspan Corporation (海丰国际) rose by 0.82%, closing at 26.960 with a market capitalization of 727.92 billion [2]. Group 2: Market Dynamics - The early morning European shipping index futures rose by 5%, reaching 1521.80 yuan, which is seen as a positive short-term signal for shipping stocks [1]. - Analysts suggest that the increase in European freight rates may indicate a recovery in demand, possibly due to inventory replenishment cycles or renewed supply chain tensions [1]. - This shift in market perception may alter the previously pessimistic view of "oversupply" in the industry to a more optimistic outlook [1].

Core Viewpoint - Liaoport Co., Ltd. shows a mixed performance in financing activities, with a notable increase in net financing buy and a significant level of margin trading balance, indicating investor interest and potential volatility in stock performance [1][2]. Financing Activities - On November 27, Liaoport Co., Ltd. recorded a financing buy of 14.19 million yuan, with a net financing buy of 1.72 million yuan after 12.47 million yuan in financing repayments [1]. - The total margin trading balance reached 251 million yuan, with the financing balance at 245 million yuan, accounting for 0.83% of the circulating market value, which is above the 60th percentile level over the past year [1]. Margin Trading - On the same day, Liaoport Co., Ltd. had a margin repayment of 534,500 shares, with no shares sold short, resulting in a margin balance of 5.33 million yuan, which exceeds the 90th percentile level over the past year [1]. Company Overview - Liaoport Co., Ltd., established on November 16, 2005, and listed on December 6, 2010, operates in various logistics sectors, including oil, container, automobile, bulk cargo, and passenger roll-on/roll-off services [2]. - For the period from January to September 2025, the company achieved a revenue of 8.43 billion yuan, reflecting a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.30 billion yuan, up 37.51% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 5.54% to 211,800, with an average of 0 circulating shares per shareholder [2]. - The company has distributed a total of 5.34 billion yuan in dividends since its A-share listing, with 1.44 billion yuan distributed over the past three years [3].

Group 1 - Xi'an Fengdong Development Group Co., Ltd. is facing execution for a total amount of 323.5 million yuan due to joint guarantee responsibilities, with an additional execution record of 6.78 million yuan [1] - Fujian Sunshine Group Co., Ltd. has defaulted on two bonds, "18 Fujian Sunshine MTN001" and "19 Fujian Sunshine MTN001," with unpaid principal and interest totaling 407 million yuan and 107 million yuan respectively, and is currently facing multiple lawsuits [1] - As of the latest update, Fujian Sunshine Group has a total of 10 defaulted bonds with a cumulative default amount of 3.58 billion yuan [2] Group 2 - Liaoning Port Co., Ltd. reported that the remaining overdue interest-bearing debt from its managed companies is 22.9 million yuan, all of which are shareholder loan interests, and the company is working on solutions to address the overdue issues [2] - For the third quarter, Liaoning Port Co., Ltd. reported a revenue of 2.73 billion yuan, a year-on-year increase of 6.1%, while the net profit attributable to shareholders decreased by 30% to 344 million yuan [3] - Zhengrong Real Estate Holdings Co., Ltd. has newly added significant enforcement cases totaling 236 million yuan, which may adversely affect the company's debt repayment capability [4] Group 3 - Zhengrong Real Estate Holdings Co., Ltd. has a total of 9 outstanding bonds with a remaining balance of 4.714 billion yuan, and 3 of these bonds are in default with a total default amount of 45 million yuan [4]

Core Viewpoint - Liaoning Port Company has fully repaid the principal portion of overdue interest-bearing debts related to its entrusted companies, with a remaining balance of 229 million yuan, all of which are shareholder loan interests [1] Group 1 - The company is assisting in resolving overdue issues through loan replacement methods [1] - The situation is not expected to have a significant adverse impact on the company's operations or the repayment of principal and interest on existing bonds [1]

Core Viewpoint - The actual controller of Liaoport Co., Ltd. (601880.SH), China Merchants Group, along with its indirect controlling shareholder Liaoport Group and controlling shareholder Yingkou Port Group, has issued a supplementary commitment to resolve substantial competition issues with the company by the end of 2028, contingent upon meeting profitability and asset ownership clarity conditions. The previous deadline for this commitment was set for the end of 2025 but has been postponed due to some assets not meeting the injection conditions [1]. Group 1 - The commitment to resolve competition issues has been extended to the end of 2028 [1] - The previous deadline for resolving these issues was the end of 2025 [1] - The extension is due to certain assets not meeting the conditions for injection [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的內 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依賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 * （ 於 中 華 人 民 共 和 國 註 冊 成 立 之 外 商 投 資 股 份 有 限 公 司 ） （股票代碼：2880） 海外監管公告 本公告乃依據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 承董事會命 遼寧港口股份有限公司 王慧穎 公司秘書 中國遼寧省大連市 執 行 董 事： 李國鋒及魏明暉 非 執 行 董 事： 黃鎮洲及楊兵 職 工 代 表 董 事： 張 弘 獨 立 非 執 行 董 事： 劉 春 彥、程 超 英 及 陳 維 曦 * 本公司根據修改前的香港公司條例第XI部（即 已 於 二 零 一 四 年 三 月 三 日 生 效 之 公 司 條 例 第 十 六 部）登 記 為 非 香 港 公 司，英 文 名 稱 為「Liaoning Port Co., Ltd.」。 * 僅供識別 二零二五年十一月二十五日 於 本 ...

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的內 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依賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 * （ 於 中 華 人 民 共 和 國 註 冊 成 立 之 外 商 投 資 股 份 有 限 公 司 ） （股票代碼：2880） 海外監管公告 本公告乃依據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 承董事會命 遼寧港口股份有限公司 王慧穎 公司秘書 中國遼寧省大連市 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 担个别及连带责任。 執 行 董 事： 李國鋒及魏明暉 非 執 行 董 事： 黃鎮洲及楊兵 職 工 代 表 董 事： 張 弘 獨 立 非 執 行 董 事： 劉 春 彥、程 超 英 及 陳 維 曦 * 本公司根據修改前的香港公司條例第XI部（即 已 於 二 零 一 四 年 三 月 三 日 生 效 之 公 司 條 例 第 十 六 部）登 記 為 ...

证券代码：601880 证券简称：辽港股份 公告编号：临2025-060 辽宁港口股份有限公司 （一）原承诺主体及核心内容 关于实际控制人、控股股东及间接控股股东 出具进一步避免同业竞争补充承诺的公告 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 担个别及连带责任。 辽宁港口股份有限公司（以下简称"公司"或"辽港股份"）于 2025 年 11 月 25 日召开第七届董事会 2025 年第 8 次（临时）会议， 审议通过了《关于实际控制人、控股股东及间接控股股东为进一步避 免同业竞争补充承诺的议案》，该议案尚需提交公司股东会审议批准。 现将相关情况公告如下： 一、原避免同业竞争承诺情况 实际控制人：招商局集团有限公司（以下简称"招商局集团"） 于 2020 年 7 月出具《招商局集团有限公司关于避免同业竞争的承诺 函》，并于 2022 年 11 月出具《关于进一步避免同业竞争的补充承诺 函》，承诺尽最大努力在 2025 年底前解决辽港集团与辽港股份之间 实质性同业竞争问题。 间接控股股东：辽宁港口集团有限公司（以下简称"辽港集团"） 于 ...

证券代码：601880 证券简称：辽港股份 公告编号：临2025-059 辽宁港口股份有限公司 董事会决议公告 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 担个别及连带责任。 会议届次：第七届董事会2025年第8次（临时）会议 会议时间：2025年11月25日 会议方式：通讯方式（视频会议） 会议通知和材料发出时间及方式：2025年11月20日，电子邮件。 应出席董事人数：8人 亲自出席、授权出席人数：8人 会议应出席董事8人，亲自出席董事7人、授权出席董事1人。独立 董事刘春彦先生因公务无法出席本次会议，已授权独立董事陈维曦先 生出席并代为行使表决权。本次会议的召集和召开符合《中华人民共 和国公司法》《辽宁港口股份有限公司章程》及相关法律、法规的有 关规定。本次会议由董事长李国锋先生主持，公司部分高级管理人员 列席本次会议。 二、董事会会议审议情况 会议审议并通过了以下议案： （一）审议通过《关于实际控制人、间接控股股东及控股股东为 重要内容提示： 本次董事会会议第（一）项议案需提交股东会批准。 一、董事会会议召开情况 （二）审议通 ...