证券代码：600428 证券简称：中远海特 公告编号：2025-053 中远海运特种运输股份有限公司 关于增资入股深汕港口投资公司 的关联交易公告 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： 一、关联对外投资概述 1 由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"）全资子公司洋浦中远海运特种运输有限公司（以下简称"洋 浦公司"）以现金 25,847.6 万元对广东盐田港深汕港口投资有限 公司（以下简称"深汕港口投资公司"或"标的公司"）进行增资 入股。其中首期增资 14,709.5 万元，取得其 20%股权；第二期按 持股比例同比例增资 11,138.1 万元。 本次交易构成关联交易 本次交易未构成重大资产重组 本次交易未达到股东会审议标准 过去 12 个月内公司未与深汕港口投资公司进行关联交易。公司不 存在其他类别相关的关联交易情形。 （一）对外投资的基本概况 1.本次交易概况 为加快推动物流供应链基础资源建设，完善公司在华南地区 的物流节点布局，更好地助力公司特种船业务发展，同时充分发 ...

证券代码：600428 证券简称：中远海特 公告编号：2025-054 中远海运特种运输股份有限公司 关于与中远海运集团财务有限责任公司签订 金融财务服务协议的关联交易公告 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： 一、本次关联交易基本情况 公司于 2025 年 12 月 8 日与中远海运集团财务公司签署《金融财 务服务协议》，确定 2026-2028 年年度交易金额上限。 （三）本次关联交易额度的测算依据 1.存款业务 （一）关联交易履行的审议程序 2025 年 12 月 8 日，公司召开第九届董事会第四次会议，审议通 过了关于公司与中远海运集团财务公司签订金融财务服务协议的关联 交易议案，同意与财务公司签署《金融财务服务协议》并同意上述协 1 中远海运特种运输股份有限公司（以下简称"公司"）与中远海运集 团财务有限责任公司（以下简称"财务公司"）签订《金融财务服务 协议》，有效期为 2026-2028 年。 本次关联交易需提交公司股东会审议，关联股东需回避表决。 议项下 2026-2028 年的年度交 ...

证券代码：600428 证券简称：中远海特 公告编号：2025-052 中远海运特种运输股份有限公司 第九届董事会第四次会议决议公告 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法律责任。 一、董事会会议召开情况 中远海运特种运输股份有限公司（以下简称"公司"）第九届董事 会第四次会议于2025年12月3日发出通知，会议以通讯表决形式进行， 议题以电子邮件方式送达每位董事，全体董事于2025年12月8日进行了 表决，本次会议召开程序符合有关法律法规、规章制度和《公司章程》 的规定，会议合法、有效。 二、董事会会议审议情况 （一）审议通过关于增资入股深汕港口投资公司的关联交易议案 为加快推动物流供应链基础资源建设，完善公司在华南地区的物 流节点布局，更好地助力特种船业务发展，同时充分发挥全资子公司 洋浦中远海运特种运输有限公司（简称"洋浦公司"）的投资平台效能， 拟由洋浦公司以现金 25,847.6 万元对广东盐田港深汕港口投资有限公 司进行增资入股。其中第一期增资 14,709.5 万元，取得其 20%股权； 第二期按持股比例同比例增 ...

中远海特公告，由洋浦公司以现金2.58亿元对深汕港口投资公司进行增资入股。其中首期增资1.47亿 元，取得其20%股权；第二期按持股比例同比例增资1.11亿元。本次交易构成关联交易。 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Views - Crude oil freight rates have declined from high levels, with mixed changes in ocean freight rates. The China Import Crude Oil Composite Index (CTFI) was reported at 2321.90 points on December 4, down 7.9% from November 27. The VLCC market has seen transactions at major loading ports, with shipowners trying to maintain price levels despite a cooling market [3][14] - China Eastern Airlines has launched the world's longest one-way flight route from Shanghai to Buenos Aires, reducing travel time by over 4 hours. Additionally, a ton-class eVTOL was included in urban firefighting drills for the first time [3][16] - In November, China's express delivery volume exceeded 180 billion items for the first time, marking a new record. The first full schedule China-Europe freight train departed from Shijiazhuang [3][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, with the Middle East route showing a 9.76% drop. The Shanghai port's export rates to Europe and the US have also seen declines of 0.3%, 5.0%, and 4.7% respectively [14][15] - The launch of the longest flight route by China Eastern Airlines connects Shanghai to Buenos Aires, significantly shortening travel time [16][17] - The express delivery volume in China reached a record high of 180 billion items in November, reflecting strong economic vitality [24][26] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was reported at 5721.00 points, up 2.4% year-on-year [28] - Domestic freight flight numbers decreased by 2.03% year-on-year in November, while international flights increased by 14.88% [30] - The SCFI index for container shipping was reported at 1397.63 points, down 0.39% week-on-week and down 38.06% year-on-year [37] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics [5] - Attention to the transportation demand increase driven by hydropower station construction in the Yarlung Tsangpo River downstream [5] - Investment opportunities in low-altitude economy trends, recommending CITIC Offshore Helicopter [5] - Opportunities in the highway and railway sectors, recommending Gansu Expressway, Beijing-Shanghai High-Speed Railway, and others [5] - Investment opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Haixia Shares [5] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [5] - Opportunities in the aviation sector, recommending Air China, China Southern Airlines, and others [5]

转自：新华财经 新华财经北京12月2日电 四大证券报内容精华摘要如下： 中国证券报 •理财新势力亮相科创板打新 入场者为何仅为少数派 被称为"国产GPU第一股"的摩尔线程自启动新股申购以来，便持续吸引着市场目光。在这场由机构主导 的资本盛宴中，银行理财公司的身影尤为突出。宁银理财、兴银理财以A类投资者身份成功获配摩尔线 程股份，标志着银行理财权益投资迈出重要一步。事实上，这并非银行理财公司首次尝试IPO网下打 新。尽管业内将网下打新视为银行理财产品增厚收益的重要策略之一，但从实践情况来看，真正参与的 银行理财公司仍为少数。某城商行理财公司首席投资官表示："权益投资并非是银行理财公司的主菜。 若想参与新股申购并成功获配，需要公司拥有成熟的投研团队、专业的投研能力。" 2025年最后一个月的券商月度投资组合日前陆续出炉。数据显示，截至12月1日记者发稿时，券商已推 荐逾160只月度"金股"，中际旭创、美的集团、巨人网络、恒立液压等推荐频次居前。11月A股震荡调 整，券商11月"金股"不到三分之一在当月取得正收益，国联民生金股指数、华泰证券金股指数收益排名 靠前。12月1日，A股三大股指集体上涨迎来12月"开门红" ...

Core Insights - The A-share port and shipping companies have experienced a strong surge in stock prices due to increased international shipping rates and a significant rise in container shipping index futures [1][2] - The shipping industry in China has received continuous policy support, with 14 companies reporting net profit growth in the first three quarters of the year, with some exceeding their total net profit from the previous year [1][4] Group 1: Stock Performance - On December 1, A-share port and shipping stocks collectively surged, with the industry index closing up 2.84% and over 1.6 billion yuan of net inflow from major funds into the sector [2] - Individual stocks such as China Merchants Energy (招商轮船) rose by 9.65%, reaching a historical high, while COSCO Shipping Energy (中远海能) and COSCO Shipping Specialized (中远海特) increased by 6.71% and 5.19% respectively [2] Group 2: Market Dynamics - Major shipping companies, including Mediterranean Shipping Company and CMA CGM, announced rate increases for multiple international routes starting December 1 [2] - The container shipping index for European routes saw a continuous rise, with the main contract increasing by 6.74% on November 28 and further gains on December 1 [2] - The Baltic Dry Index (BDI) rose by 3.23% on November 28, marking 12 consecutive trading days of increases [2] Group 3: Industry Outlook - The shipping industry is benefiting from favorable policies, including initiatives for high-quality development of inland shipping and the promotion of green shipping corridors [3] - Local governments, such as Shanghai, are implementing plans to develop modern shipping service systems and enhance international hub port capabilities [3] - Analysts predict that the shipping industry's investment logic will continue to focus on supply-demand gaps, with low supply growth and potential demand increases [3] Group 4: Company Performance - Among the 35 listed companies in the port and shipping sector, 14 reported year-on-year net profit growth in the first three quarters, with notable increases from Antong Holdings (安通控股) at 311.77%, Jinjiang Shipping (锦江航运) at 64.76%, and Liaoning Port (辽港股份) at 37.51% [4] - Antong Holdings achieved a net profit of 664 million yuan in the first three quarters, surpassing its total net profit for 2024, primarily through domestic container logistics [4] - Jinjiang Shipping reported a net profit of 1.185 billion yuan, also exceeding its total net profit for 2024, with steady growth in container shipping volumes in the Asian region [4][5]

证券之星消息，12月1日航运港口板块较上一交易日上涨2.5%，招商轮船领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入1.75亿元，游资资金净流出1.89亿元，散户资金净 流入1373.6万元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601872 | 招商轮船 | 9.66 | 9.65% | 227.79万 | | 21.61亿 | | 600026 | 中远海能 | 12.89 | 6.71% | 104.76万 | | 13.28亿 | | 600428 | 中远海特 | 7.30 | 5.19% | 53.19万 | | 3.82亿 | | 601975 | 招商南油 | 3.23 | 3.53% | 158.38万 | | 5.06亿 | | 616109 | 中远海控 | 15.12 | 3. ...

12月1日，交通运输ETF(159666)上涨1.10%，持仓股招商轮船涨停，中远海能涨超6%，中远海特涨超 5%。 12月1日当天，MSC、达飞、赫伯罗特等多家全球头部船公司集中执行涨价策略。 交通运输ETF（159666）及其联接基金（019405/019404）是全市场唯一跟踪中证全指运输指数的ETF基 金，其涵盖了A股市场包括物流、铁路公路、航运港口、机场等，能够充分反映出A股运输行业上市公 司的整体表现。 （文章来源：每日经济新闻） 欧线运价的大幅上涨，被市场解读为欧洲市场需求回暖或供应链紧张的信号，这改变了市场此前对航运 行业"供过于求"的悲观看法，显著提升了行业盈利预期和投资者风险偏好，直接带动航运精选指数走 强。 ...

Core Viewpoint - The analysis highlights a mixed outlook for the transportation and logistics sectors, with short-term adjustments in stock prices but long-term optimism driven by demand catalysts and industry recovery [2][3][4]. Shipping Industry - Dry bulk shipping stocks have experienced a rapid price correction after a previous surge, primarily influenced by the implementation of the 301 Act and a cooling sentiment in the Fujian region [2]. - The shipping industry is expected to benefit from three demand catalysts: the commissioning of the West Mangdu project altering iron ore shipping dynamics, potential Fed rate cuts boosting commodity demand, and post-war reconstruction in Ukraine increasing bulk shipping needs [2]. - The BDI index increased by 7.1% to 2,275 points, driven by the release of iron ore cargoes in December [3][7]. Passenger Transport - Domestic passenger traffic showed a 5% year-on-year increase, while international passenger traffic rose by 17% [2]. - The average domestic passenger load factor improved by 2.0 percentage points, and international load factor increased by 3.5 percentage points [2]. - The outlook for the passenger transport sector remains positive, with expectations of revenue improvement as demand gradually recovers [2][7]. Logistics Sector - The volume of postal express deliveries rose by 8.9% year-on-year, reaching 4.42 billion pieces [4]. - Air freight prices have shown a positive year-on-year change, with indices reflecting increases of 3.6% to 4.2% [4][8]. - The logistics sector is expected to benefit from improved export expectations and a focus on absolute return opportunities, particularly for companies like SF Express and China Foreign Trade [4][8]. Highway Tolling - The pricing of highway tolls is influenced by local government decisions, with recent increases driven by construction costs and regional debt pressures [5][6]. - Despite the push for toll increases in some regions, the overall trend may lean towards maintaining or reducing tolls to attract freight traffic, complicating large-scale toll hikes nationwide [6].