证券之星消息，11月20日航运港口板块较上一交易日下跌0.88%，海通发展领跌。当日上证指数报收于 3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603162 | 海通发展 | 11.13 | -6.31% | 28.63万 | | 3.24亿 | | 600026 | 中远海能 | 12.69 | -4.15% | 43.76万 | | 5.62 Z | | 601872 | 指商轮船 | 8.97 | -3.34% | 74.02万 | | 6.71亿 | | 000520 | 凤凰航运 | 4.61 | -2.74% | 20.91万 | | 9733.74万 | | 920571 | 国航远洋 | 10.22 | -2.57% | 11.51万 | | 1.19亿 | | 601008 | 连云港 | 5.41 | -1.81% | 13.11万 | | 7141 ...

Core Viewpoint - The report indicates a significant increase in VLCC (Very Large Crude Carrier) charter rates since November, with one-year charter rates surpassing the highest levels seen since the onset of the Russia-Ukraine conflict in 2022, reflecting a strong bullish sentiment in the oil transportation market [1] Group 1: VLCC Market Dynamics - According to Clarksons, VLCC charter rates for 1-3 year terms have rapidly increased, indicating a consensus among shipowners and charterers about a sustained upward cycle in the oil transportation market [1] - The supply side of VLCC remains tight, with a high proportion of older vessels and new supply primarily aimed at replacing these older ships [1] - The demand side is bolstered by ongoing sanctions from Europe and the U.S. against Russian and Iranian crude oil exports, leading to increased compliance market demand [1] Group 2: Future Outlook - The domestic crude oil import demand and potential inventory replenishment needs are expected to be released, contributing to a positive outlook for the VLCC market over the next 2-3 years [1] - Recent increases in oil production from the Middle East and South America, along with intensified U.S. sanctions on Russia, have led India to reduce its imports of Russian oil in favor of Middle Eastern and Gulf imports, benefiting compliant VLCC operations [1] - The VLCC-TCE (Time Charter Equivalent) rate for the Middle East to China route has recently surged to over $120,000, setting a new record, and is expected to lead to the highest profitability for crude carriers in a decade by Q4 2025 [1]

Core Viewpoint - The report indicates a bullish outlook for the VLCC (Very Large Crude Carrier) market over the next 2-3 years, driven by rising rental rates and tight supply conditions [1]. Group 1: Market Trends - VLCC rental rates for 1-3 year terms have surged since November, with 1-year rates surpassing the highest levels seen since the onset of the Russia-Ukraine conflict in 2022 [1]. - The supply side remains tight, with a high proportion of older VLCCs and new supply primarily aimed at replacing these older vessels [1]. Group 2: Demand Factors - Increased compliance market demand is anticipated due to ongoing sanctions on Russian and Iranian crude oil exports from Europe and the U.S. [1]. - Domestic crude oil import demand and potential inventory replenishment needs are expected to be released, further supporting the market [1]. Group 3: Regional Developments - Recent production increases in the Middle East and South America have positively impacted the market, while U.S. sanctions on Russia have led India to reduce imports of Russian oil in favor of Middle Eastern and Gulf sources [1]. - The sentiment among shipowners is optimistic, with VLCC-TCE rates on the Middle East to China route recently reaching over $120,000, marking a new high [1]. Group 4: Future Projections - The forecast for Q4 2025 indicates that profits for crude carriers are expected to reach a ten-year high [1].

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with their dividend yields [1] - The stock with the highest daily increase is Xue Ri Co., Ltd. (002083.SZ) with a daily gain of 10.03% and a year-to-date increase of 167.92% [1] - Weichai Power (000338.SZ) and Jiufeng Energy (605090.SH) also show strong performance with year-to-date gains of 35.42% and 29.39% respectively [1] Group 2 - The dividend yields of the top stocks range from 1.24% to 8.52%, indicating a mix of growth and income potential for investors [1] - Companies like Senma Clothing (002563.SZ) and China Shenhua (601088.SH) have notable dividend yields of 8.52% and 7.70% respectively, despite varying year-to-date performance [1] - The overall performance of these stocks suggests a positive trend in the market, with MACD golden cross signals indicating potential upward momentum [3]

Core Viewpoint - China COSCO Shipping Energy Transportation Co., Ltd. (中远海能) announced the board's recommendation to appoint Ma Yuanru as a non-executive director [1] Group 1 - The company has made a formal announcement regarding the board's decision [1]

格隆汇11月17日丨中远海能(01138.HK)公告，董事会欣然宣布其已建议委任马媛茹为公司非执行董事。 ...

Core Viewpoint - China Merchants Energy Shipping Company (中远海能) has proposed the appointment of Ms. Ma Yuanru as a non-executive director of the company [1] Group 1 - The company has made an official announcement regarding the proposed appointment [1]

Core Viewpoint - China COSCO Shipping Energy Transportation Co., Ltd. (中远海能) has proposed the appointment of Ms. Ma Yuanru as a non-executive director of the company [1] Company Summary - The company is taking steps to enhance its board by suggesting the addition of a new non-executive director [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，並明確表示概不就因本公告全部或任何部份內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.* （在中華人民共和國註冊成立之股份有限公司） （股份代號：1138） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條之規定而作出。 中遠海運能源運輸股份有限公司（「本公司」）之A股在上海證券交易所上市，以下公告為本 公司根據上海證券交易所之要求於上海證券交易所網站刊發之公告。 承董事會命 中遠海運能源運輸股份有限公司 公司秘書 倪藝丹 中華人民共和國，上海 二零二五年十一月十七日 於本公告刊發日期，董事會由執行董事任永強先生及朱邁進先生，非執行董事汪樹青先 生、王威先生及周崇沂女士，以及獨立非執行董事黃偉德先生、李潤生先生、趙勁松先生 及王祖溫先生所組成。 * 僅供識別 证券代码：600026 证券简称：中远海能 公告编号：2025-066 中远海运能源运输股份有限公司 二〇二五年第 ...

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 就 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 COSCO SHIPPING ENERGY TRANSPORTATION CO., LTD.* 中遠海運能源運輸股份有限公司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：1138） 建議委任非執行董事 建議委任非執行董事 中遠海運能源運輸股份有限公司（「本公司」，連 同 其 附 屬 公 司，統 稱「本集團」）董 事 （「董 事」）會（「董事會」）欣然宣佈其已建議委任馬媛茹女士（「馬女士」）為本公司非執 行 董 事。 馬 女 士 的 履 歷 詳 情 如 下： 馬 媛 茹 女 士，一 九 七 三 年 七 月 出 生，清 華 大 學 工 商 管 理 碩 士，現 任 國 新 發 展 投 資 管 理 有 限 公 司 總 經 理，兼 任 國 新 證 券 股 份 有 限 公 司 董 事、中 ...