Core Viewpoint - The shipping selected index experienced a significant increase of 4.06% on October 30, indicating a positive trend in the shipping industry [1]. Company Performance - China Merchants Energy surged by 8.74%, showcasing strong performance among the index constituents [1]. - COSCO Shipping Energy rose by 5.47%, reflecting robust market conditions [1]. - China Merchants South Oil increased by 4.97%, contributing to the overall positive sentiment in the sector [1]. - COSCO Shipping Specialized Carriers saw a rise of 2.81%, indicating steady growth [1]. - Zhonggu Logistics experienced a modest increase of 0.78%, still aligning with the upward trend [1].

Group 1 - The core viewpoint of the news is that the National Petroleum and Natural Gas Index (399439) has shown a strong increase of 1.00%, driven by significant gains in constituent stocks such as Lanstone Heavy Industry (603169) up 9.98%, and China Merchants Energy Shipping (601872) up 7.81% [1] - The U.S. Energy Information Administration (EIA) reported a decrease in crude oil inventories by 6.86 million barrels last week, exceeding expectations, which contributed to the rise in oil prices [1] - Zhongyou Securities indicated that if there is a future premium on crude oil due to regional situations, it would benefit upstream assets, while improvements in demand and supply could favor midstream refining [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum (601857), China Petroleum & Chemical (600028), and China National Offshore Oil (600938), collectively accounting for 64.68% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1]

Core Viewpoint - China Cosco Shipping Energy Transportation Co., Ltd. (中远海能) shares rose over 9% following the announcement of a proposed acquisition of Shanghai Liquefied Gas, which is valued at RMB 598 million [1] Group 1: Acquisition Details - The company announced on October 28 that it plans to acquire 100% equity of Shanghai Liquefied Gas from Cosco Shipping Dalian Investment [1] - The acquisition price for the entire equity of Shanghai Liquefied Gas is RMB 598 million, to be paid within five working days after the agreement takes effect [1] - The acquisition will allow the integration of existing LPG transportation business assets into the listed company structure, facilitating future major projects in the capital market [1] Group 2: Financial Impact - The completion of the acquisition is expected to increase the net profit attributable to the parent company's shareholders in the long term [1] - The move is anticipated to enhance the overall operational performance of the company and positively impact its sustainable operational capabilities [1]

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with dividend yields [1]. Group 1: Stock Performance - Nanshan Aluminum (600219.SH) leads with a daily increase of 10.12% and a year-to-date gain of 21.05%, with a dividend yield of 3.71% [1]. - Chuanheng Co., Ltd. (002895.SZ) follows closely with a daily rise of 10.00% and an impressive year-to-date increase of 44.31%, offering a dividend yield of 4.14% [1]. - Shenhuo Co., Ltd. (000933.SZ) shows a daily increase of 7.38% and a year-to-date performance of 53.35%, with a dividend yield of 3.16% [1]. - Yuntianhua Co., Ltd. (600096.SH) has a daily gain of 7.04% and a year-to-date increase of 42.93%, with a dividend yield of 5.37% [1]. - Tianshan Aluminum (002532.SZ) reports a daily rise of 6.81% and a remarkable year-to-date gain of 79.73%, with a dividend yield of 2.87% [1]. Group 2: Additional Notable Stocks - Mercury Home Textiles (603365.SH) shows a daily increase of 6.43% and a year-to-date performance of 30.72%, with a dividend yield of 4.39% [1]. - Deyue Co., Ltd. (605117.SH) has a daily rise of 4.50% and a year-to-date increase of 37.54%, with a dividend yield of 3.35% [1]. - Yiyi Co., Ltd. (001206.SZ) reports a daily gain of 4.32% and an impressive year-to-date increase of 101.18%, with a dividend yield of 2.59% [1]. - China Foreign Trade (601598.SH) shows a daily increase of 3.32% and a year-to-date performance of 22.11%, with a dividend yield of 4.60% [1]. - COSCO Shipping Energy (600026.SH) has a daily rise of 2.56% and a year-to-date increase of 9.48%, with a dividend yield of 3.02% [1].

Group 1 - The shipping and port sector increased by 0.4% compared to the previous trading day, with Haixia Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] - Key stocks in the shipping and port sector showed various performance, with Haixia Co., Ltd. closing at 14.02, up 4.08%, and China Merchants Energy Shipping at 12.44, up 2.56% [1] Group 2 - The shipping and port sector experienced a net outflow of 106 million yuan from institutional investors and 140 million yuan from speculative funds, while retail investors saw a net inflow of 246 million yuan [2] - The table of fund flows indicates that China Merchants Energy Shipping had a net inflow of 505.22 million yuan from institutional investors, while Haixia Co., Ltd. had a net inflow of 135.61 million yuan from retail investors [3] - The overall market sentiment in the shipping and port sector reflects mixed investor behavior, with institutional and speculative funds withdrawing while retail investors are actively buying [2][3]

Major Events - *ST Zhengping's stock will be suspended for investigation starting October 29, 2025, due to a significant price increase of 152.42% from September 1 to October 28, 2025, with 21 days of trading halts and 5 instances of abnormal trading fluctuations [2] - Gongjin Co. announced that its major shareholder is planning a share transfer that may lead to a change in control, resulting in the stock being suspended from October 27, 2025, for up to 3 trading days [2] - Jiuquan Technology's wholly-owned subsidiary plans to invest 150 million yuan in establishing an industrial fund focused on chips and integrated circuits [2] Company Announcements - YN Holdings decided to terminate investment in 17 distributed photovoltaic projects originally planned for a total investment of 1.197 billion yuan due to changes in market conditions [3] - Awan New Materials announced a one-day stock suspension on October 29, 2025, due to a tender offer from Shanghai Zhiyuan Hengyue Technology Partnership, aiming to acquire 149,243,840 shares at 7.78 yuan per share [4] - Dahua Intelligent clarified that it currently has no business related to quantum technology despite market speculation [5] Financial Performance - Ganfeng Lithium reported a net profit of 557 million yuan for Q3 2025, a year-on-year increase of 364.02%, with revenues of 6.249 billion yuan, up 44.10% [6] - Light Media's net profit for Q3 2025 reached 1.06 billion yuan, a 993.71% increase, with revenues of 374 million yuan, up 247.54% [6] - Hainan Airport reported a net profit of 64.35 million yuan for the first three quarters of 2025, a decline of 69.77% [7] - Su Li Co. achieved a net profit of 59.42 million yuan in Q3 2025, a 2750% increase, with revenues of 762 million yuan, up 26% [7] - Yutong Bus reported a net profit of 1.357 billion yuan for Q3 2025, a 78.98% increase, with revenues of 10.237 billion yuan, up 32.27% [9] Share Buybacks - Haida Group plans to repurchase shares worth between 1 billion to 1.6 billion yuan for capital reduction and employee stock ownership plans, with a maximum price of 62 yuan per share [20] - Liyuan Information intends to repurchase shares totaling 20 million to 30 million yuan, with a maximum price of 15 yuan per share [21] Major Contracts - Baiao Intelligent won a project worth 97.22 million yuan from a large state-owned company [22] - Guangdong Construction signed a construction contract worth 1.924 billion yuan for a project in Guangzhou, which will enhance its business scale and profitability [22] - Guangqi Technology's subsidiary signed contracts for mass production of metamaterials worth a total of 215 million yuan [23]

Core Viewpoint - The company, COSCO Shipping Energy Transportation Co., Ltd. (中远海能), is planning to acquire 100% equity of Shanghai Liquefied Gas for RMB 598 million, which is a strategic move to enhance its logistics supply chain in the energy and chemical sector [1][2] Group 1 - The acquisition is part of the first phase of integrating the energy and chemical logistics supply chain, aimed at optimizing resource allocation and improving the company's quality [1] - The acquisition will be completed within five working days after the agreement takes effect, with the payment made via bank transfer [1] - This move is aligned with the company's goals of state-owned enterprise reform and better service to customer needs [1] Group 2 - Following the completion of the first phase of logistics supply chain integration, this acquisition is a key initiative for the second phase of reform [2] - The acquisition is expected to improve the financial performance of COSCO Shipping Dalian Investment and accelerate its overall reform efforts [2] - The integration of LPG transportation business assets into the listed company structure is anticipated to create favorable conditions for future major projects in the capital market and enhance the company's net profit attributable to shareholders [2]

格隆汇10月28日丨中远海能(01138.HK)宣布，公司拟进行拟议收购事项，详情如下。根据上海液化气股 权转让协议，中远海运大连投资同意出售而大连海能同意收购上海液化气的全部股权，惟须遵守协议的 条款及条件。大连海能将有权承担或享有根据上海液化气股权转让协议将予转让股权于过渡期间内的损 益。 上海液化气为根据中国法律注册成立的有限责任公司，其为一家控股公司，主要持有1艘大型LPG运输 船舶(VLGC)「长兴源」轮。 上海液化气的全部股权的代价为人民币5.98亿元，并应于上海液化气股权转让协议生效日期起5个工作 日内，由大连海能通过银行转账方式向中远海运大连投资支付交易对价全部的价款。代价乃参考独立评 估机构上海东洲对上海液化气的评估价值，并经双方公平协商后厘定。根据上海东洲出具的评估报告， 上海液化气的股东全部权益价值于评估基准日之估值为人民币5.98亿元。最终交易价格以经有权国资主 管部门备案的资产评估价格为准。上述有关上海液化气股权的估值根据中国法律及法规按资产基础法厘 定。 ...

于2024年第四季度，本公司透过初次收购事项对中远海运集团能源化工品物流供应链整合进行第一阶段 工作，其为落实国企改革、优化资源配置，提升本公司质量的重要举措。初次收购事项是本公司聚焦能 源化工品物流资源集成、实现协同发展、更好服务客户需求的重要举措，更是建设能源化工品物流供应 链、打造行业标杆、更好服务管理升级的关键引擎。 继完成物流供应链整合的第一阶段后，本次收购上海液化气的全部股权是本集团继续推进第二阶段改革 任务的首要举措。根据目前的评估，中远海运大连投资通过受让上海液化气100%股权有利于改善其财 务盈利状况，有利于加快推进后续中远海运大连投资整体改革工作。同时，通过本次收购，大连海能作 为本公司下属LPG业务统一运营平台，将实现本集团已投产LPG运输业务在业务运营、资产管理、财务 核算、人员配置等方面的统一管理，形成规模效应，增强市场竞争力。 中远海能（600026）(01138)发布公告，本公司拟进行拟议收购事项，详情如下。根据上海液化气股权 转让协议，中远海运大连投资同意出售而大连海能(本公司全资附属公司)同意收购上海液化气的全部股 权，惟须遵守协议的条款及条件。大连海能将有权承担或享有根据上 ...

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 二零二五年十月二十八日 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 国泰海通证券股份有限公司 关于中远海运能源运输股份有限公司 收购上海中远海运液化气运输有限公司 100%股权 暨关 ...