Group 1 - The National New Office will hold three press conferences on September 19, focusing on ecological environment protection and high-quality development, the successful practices of the Party's governance strategy in Xinjiang, and the achievements in women's comprehensive development [1][2][3] - The "2025 National Low-altitude Economy Industry-Education Integration Development Conference" will take place in Tianjin from September 19 to 21, discussing new paths and models for low-altitude economy integration [2] - A total of 12 companies will have their restricted shares unlocked today, with a total unlock volume of 472 million shares, amounting to a market value of 10.633 billion yuan [3] Group 2 - 14 companies have disclosed their stock repurchase progress, with five companies announcing new repurchase plans, three companies reporting on the implementation of repurchase plans, and six companies completing their repurchase plans [4] - The People's Bank of China will have 230 billion yuan of 7-day reverse repos maturing today, following a previous operation with an interest rate of 1.40% [5] - Economic data from Germany's PPI for August and Greece's current account for June will be published [6]

Summary of Key Points Core Viewpoint - On September 19, a total of 12 companies had their restricted shares unlocked, with a total unlock volume of 472 million shares, amounting to a market value of 10.633 billion yuan based on the latest closing prices [1]. Unlock Volume - Five companies had unlock volumes exceeding 10 million shares, with China Merchants Heavy Industry, Zhejiang Zhengte, and Debang Technology leading the list with unlock volumes of 299 million shares, 71.4146 million shares, and 53.4224 million shares respectively [1]. Unlock Market Value - Five companies had unlock market values exceeding 100 million yuan, with Zhejiang Zhengte, Debang Technology, and China Merchants Heavy Industry having market values of 3.51 billion yuan, 2.817 billion yuan, and 2.01 billion yuan respectively [1]. Unlock Ratio - Four companies had unlock ratios exceeding 10% of their total share capital, with Zhejiang Zhengte, Debang Technology, and Huabao New Energy leading with unlock ratios of 64.92%, 37.56%, and 16.13% respectively [1].

Core Viewpoint - The stock of China Merchants Energy Transportation Co., Ltd. (中远海特) has shown fluctuations in trading activity, with a recent increase in share price and notable changes in shareholder structure and financial performance [1][2][3]. Financial Performance - For the first half of 2025, the company achieved a revenue of 10.775 billion yuan, representing a year-on-year growth of 44.05% [2]. - The net profit attributable to shareholders for the same period was 825 million yuan, reflecting a year-on-year increase of 13.08% [2]. Stock Performance - As of September 17, the stock price was 7.00 yuan per share, with a market capitalization of 19.207 billion yuan [1]. - Year-to-date, the stock has decreased by 0.30%, while it has increased by 5.11% over the last 20 trading days and by 16.45% over the last 60 trading days [1]. Shareholder Structure - As of July 31, the number of shareholders decreased by 6.27% to 87,200, while the average number of circulating shares per person increased by 6.69% to 24,620 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 41.5851 million shares, an increase of 5.8779 million shares from the previous period [3]. Dividend Distribution - Since its A-share listing, the company has distributed a total of 3.689 billion yuan in dividends, with 1.641 billion yuan distributed over the past three years [3]. Business Overview - The company primarily engages in international maritime passenger and cargo transportation, chartering, leasing, and trading of vessels and containers, with shipping business accounting for 94.19% of its revenue [1].

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - Crude oil freight rates have significantly increased, with the China Import Crude Oil Composite Index (CTFI) rising by 14.3% to 1469.65 points as of September 11 [3][15] - The shipping market is experiencing a divergence in freight rates, with European routes seeing a decline while American routes continue to rise [16] - Cambodia's national airline plans to purchase 20 C909 aircraft from COMAC, and XPeng's eVTOL has received a flight certificate in the UAE [17][18] - Cainiao and Qatar Airways have formed a strategic partnership, with national social logistics totaling over 200 trillion yuan from January to July, reflecting a 5.2% year-on-year growth [23][25] Summary by Sections Industry Hot Events - Crude oil freight rates have surged, with the Middle East route freight rate increasing by 14.16% [14] - Cambodia's national airline intends to order 20 C909 aircraft, with 10 confirmed and 10 as intentions [17] - Cainiao and Qatar Airways have established a strategic cooperation to enhance cross-border e-commerce logistics [23] Industry High-Frequency Data Tracking - Air logistics prices remain stable, with the Shanghai outbound air freight price index at 4489.00 points, down 7.0% year-on-year [26] - The domestic freight volume for July increased by 15.04% year-on-year, with total express business volume reaching 164 billion pieces [51] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy [5] - Pay attention to the low-altitude economy investment opportunities, suggesting companies like CITIC Offshore Helicopter [5] - Consider investment opportunities in the road and rail sectors, recommending companies such as Gansu Expressway and Beijing-Shanghai High-Speed Railway [5] - Explore investment opportunities in the express delivery sector, recommending SF Express and Yunda [5]

Group 1 - The announcement from China COSCO Shipping Special Transportation Co., Ltd. (中远海特) states that a total of 298,634,812 restricted shares will be listed for circulation, accounting for 10.88% of the company's total share capital [2] - The restricted shares originate from an A-share issuance approved by the China Securities Regulatory Commission on December 25, 2024, with the main subscriber being the indirect controlling shareholder, China COSCO Shipping Group Co., Ltd. [2] - The lock-up period for shares subscribed by China COSCO Shipping Group is 18 months, while other subscribers have a lock-up period of 6 months, with the circulation date set for September 19, 2025 [2] Group 2 - The company was established on December 8, 1999, with a registered capital of 2,743.92 million RMB and is primarily engaged in ocean and coastal cargo transportation [2] - The company reported operating revenues of 16.78 billion RMB, 5.196 billion RMB, and 10.775 billion RMB for the years 2024, 2025 (Q2), and the corresponding period, with year-on-year growth rates of 37.57%, 51.47%, and 44.05% respectively [3] - The net profit attributable to the parent company for the same periods was 1.531 billion RMB, 345 million RMB, and 825 million RMB, with year-on-year growth rates of 43.82%, 1.56%, and 13.08% respectively [3] Group 3 - The company's asset-liability ratios for the years 2024, 2025 (Q2), and the corresponding period were 60.52%, 55.87%, and 58.04% respectively [3] - The company has 21 affiliated companies, including Guangzhou Yuanxin Investment Co., Ltd. and Shanghai COSCO Shipping Special Transportation Co., Ltd. [3] - The company has a total of 79 risk alerts in its own records, with 835 surrounding risk alerts and 520 warning alerts [3]

证券代码：600428 证券简称：中远海特 公告编号：2025-043 中远海运特种运输股份有限公司 关于向特定对象发行股票 部分限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下， 上市股数为298,634,812股。 本次股票上市流通总数为298,634,812股。 二、本次限售股形成后至今公司股本数量变化情况 本次限售股形成后至今公司股本总数未发生变化。截至本公 告披露日，公司股本总数为 2,743,920,395 股。 三、本次限售股上市流通的有关承诺 本次股票上市流通日期为2025 年 9 月 19 日。 一、本次限售股上市类型 2024 年 12 月 25 日，公司收到中国证券监督管理委员会（以 下简称"中国证监会"）出具的《关于同意中远海运特种运输股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2024〕 1872 号）批准，同意中远海运特种运输股份有限公司（以下简称 "公司"或"中远海特"）向特定对象发行 A 股 ...

中信建投证券股份有限公司 关于中远海运特种运输股份有限公司 向特定对象发行股票部分限售股份解除限售上市流通的核 查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为中远海运特种运输股份有限公司（以下简称"中远海特"或"公司"）向特定 对象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交 易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运 作》等相关法律法规，对公司向特定对象发行股票部分限售股份解除限售上市流 通事项进行了核查，具体情况如下： 一、本次限售股上市类型 2024 年 12 月 25 日，公司收到中国证券监督管理委员会（以下简称"中国 证监会"）出具的《关于同意中远海运特种运输股份有限公司向特定对象发行股 票注册的批复》（证监许可〔2024〕1872 号）批准，同意公司向特定对象发行 A 股普通股 597,269,624 股。 2025 年 3 月 18 日，公司披露《关于向特定对象发行股票结果暨股本变动公 告》，本次向特定对象发行新增股份于 2025 年 3 月 17 日在中国证券登记结算有 限责任公司上海分公司办理完毕登记手续， ...

Group 1 - The company will hold its first extraordinary general meeting of shareholders in 2025 on September 25 at 16:00 [1][3] - The meeting will be conducted using a combination of on-site and online voting methods [1][3] - The on-site meeting will take place at the company's conference room located at 20th Floor, Guangzhou Ocean Building, 20 Huacheng Avenue, Tianhe District, Guangzhou, Guangdong Province [1][3] Group 2 - The online voting system will be the Shanghai Stock Exchange's shareholder meeting online voting system, available from 9:15 to 15:00 on the day of the meeting [1][3] - Shareholders can vote through the trading system or the internet voting platform [4][5] - Specific voting procedures for margin trading, transfer, and other related accounts are outlined in accordance with relevant regulations [1][4] Group 3 - The meeting will review several proposals, with the first proposal already approved by the company's board [2][4] - Special resolutions and proposals requiring separate counting for minority investors will be included in the agenda [4][5] - Related shareholders, such as China Ocean Shipping Company and others, are required to abstain from voting on certain proposals [4][5] Group 4 - Shareholders must complete voting for all proposals before submission [7] - The cumulative voting system will be used for electing directors and independent directors [8][19] - Detailed registration methods for attending the meeting are provided, including necessary documentation for both individual and corporate shareholders [11][12][13]

中远海运特种运输股份有限公司 关于召开2025年第一次临时股东大会的通知 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： 证券代码：600428 证券简称：中远海特 公告编号：2025-042 召开的日期时间：2025 年 9 月 25 日 16 点 00 分 召开地点：广东省广州市天河区珠江新城花城大道 20 号广州远洋大厦 20 楼 公司会议室 股东大会召开日期：2025年9月25日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (一)股东大会类型和届次 2025年第一次临时股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 一、 召开会议的基本情况 (四)现场会议召开的日期、时间和地点 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 25 日至2025 年 9 月 25 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的 ...

中远海运特种运输股份有限公司 2025 年第一次临时股东大会会议资料 广州远洋大厦 20 楼公司会议室 会 议 方 式 ：现场记名投票与网络投票（上海证券交易所股东大会 网络投票系统）相结合方式 现场会议议程： 四、由董事会秘书宣读会议议案 1.关于全资子公司光租4艘9000吨特种液货船暨关联交易的议案 2.关于公司聘任 2025 年度审计师的议案 二○二五年九月 1 中远海运特种运输股份有限公司 2025 年第一次临时股东大会会议议程 现场会议时间：2025 年 9 月 25 日下午 16:00 2 网络投票时间：通过交易系统投票平台的投票时间为 2025 年 9 月 25 日 9:15-9:25，9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为 9 月 25 日 9:15-15:00。 现场会议地点：广东省广州市天河区珠江新城花城大道 20 号 15:45 股东签到 16:00 会议开始 一、主持人致辞并宣布出席现场会议情况 二、主持人请大会推荐监票人 三、主持人宣布会议开始 6.关于选举公司第九届董事会董事的议案 7.关于选举公司第九届董事会独立董事的议案 五、公司董事、监 ...