Core Insights - The shipping and port sector experienced a rise of 0.91% on October 23, with Qin Port Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index also rose by 0.22% to 13025.45 [1] Stock Performance - Qin Port Co., Ltd. (601326) saw a closing price of 3.91, with a significant increase of 10.14% and a trading volume of 1.5167 million shares, amounting to a transaction value of 580 million yuan [1] - Xiamen Port Authority (000905) closed at 10.24, up 7.34%, with a trading volume of 885,300 shares and a transaction value of 896 million yuan [1] - Yantian Port (000088) reported a closing price of 4.66, increasing by 3.10% with a trading volume of 1.4312 million shares [1] - Nanjing Port (002040) closed at 11.80, up 2.34%, with a trading volume of 762,200 shares [1] - Ningbo Ocean Shipping (601022) closed at 10.69, up 2.30%, with a trading volume of 423,900 shares [1] Capital Flow - The shipping and port sector saw a net outflow of 266 million yuan from institutional investors, while retail investors contributed a net inflow of 326 million yuan [2][3] - The detailed capital flow indicates that Xiamen Port Authority had a net inflow of 14.216 million yuan from institutional investors, while retail investors had a net outflow of 19.8541 million yuan [3] - Nanjing Port experienced a net inflow of 67.5481 million yuan from institutional investors, with retail investors showing a net outflow of 46.327 million yuan [3]

Market Overview - The shipping and port sector declined by 0.62% on October 22, with Haixia Co. leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the shipping and port sector included: - Zhonggu Logistics (603565) with a closing price of 11.18, up 1.82% [1] - Tangshan Port (601000) at 4.00, up 1.01% [1] - COSCO Shipping Specialized (600428) at 7.21, up 0.84% [1] - Major decliners included: - Haixia Co. (002320) at 13.59, down 7.55% [2] - Antong Holdings (600179) at 4.29, down 6.94% [2] - Haitong Development (603162) at 10.63, down 6.01% [2] Trading Volume and Capital Flow - The shipping and port sector experienced a net outflow of 752 million yuan from institutional investors, while retail investors saw a net inflow of 708 million yuan [2][3] - The trading volume for Zhonggu Logistics was 177,100 shares, with a transaction value of 197 million yuan [1] Individual Stock Capital Flow - Zhonggu Logistics (603565) had a net inflow of 10.93 million yuan from retail investors, while institutional investors saw a net outflow of 54.53 million yuan [3] - COSCO Shipping Holdings (601866) had a net inflow of 73,040 yuan from retail investors, with a minor outflow from institutional investors [3]

Investment Overview - The company plans to invest up to 1.4 billion RMB to build four 2700 TEU container ships to optimize fleet structure and enhance service capabilities [1][2] - The investment will be executed through a wholly-owned subsidiary in Singapore, with a total investment amount of approximately 1.194 billion RMB for the project [1][2] Investment Progress - As of the announcement date, the company has obtained necessary certificates for overseas investment and completed registration for the Singapore subsidiary [2] - Contracts for the construction of the four container ships have been signed with two shipbuilding companies, with a total contract value of 1.184 billion RMB [2][10] Company Information - The newly established Singapore subsidiary is named Ningbo Ocean Shipping (Singapore) Longitude Pte. Ltd., with a registered capital of 5 million SGD [3][4] - The subsidiary will focus on shipping operations, including ship chartering and management services [5] Contractual Details - Each shipbuilding contract is valued at 296 million RMB, with fixed pricing that does not fluctuate with market prices [11] - The delivery of the ships is scheduled to be completed by April 30, 2028, with specific payment terms outlined across multiple stages [11][15] Strategic Impact - This investment aligns with the company's strategic goals and is expected to strengthen its core competitiveness in the shipping industry [16] - The company will monitor various external factors that may impact the investment's progress and outcomes [16]

Core Viewpoint - Ningbo Ocean Shipping Co., Ltd. is advancing its strategy by investing in the construction of four 2700 TEU container ships and establishing a wholly-owned subsidiary in Singapore to manage this project [2][3][19]. Group 1: Investment in Container Ships - The company plans to invest up to 1.4 billion RMB to build four 2700 TEU container ships, aiming to optimize its fleet structure and enhance service capabilities [2]. - The investment for the construction of the ships is authorized to be managed by the company's operational management team through market research and competitive bidding [2]. Group 2: Establishment of Overseas Company - The company has approved the establishment of Ningbo Ocean (Singapore) Longitude Pte. Ltd. in Singapore, with an investment of approximately 1.194 billion RMB, to oversee the construction and operation of the new container ships [3][4]. - The overseas company has completed the necessary registration procedures in Singapore and has received the required investment certificates from local authorities [4]. Group 3: Contractual Agreements - Contracts have been signed with China Shipbuilding Huangpu Wenchong Shipbuilding Co., Ltd. and China Shipbuilding Industry Trade Co., Ltd. for the construction of the four container ships, with a total contract value of approximately 1.184 billion RMB [4][12]. - Each ship's construction contract is fixed at 296 million RMB, with specific payment terms outlined for different stages of the construction process [13][15]. Group 4: Company Structure and Operations - Ningbo Ocean (Singapore) Longitude Pte. Ltd. is a private limited company with a registered capital of 5 million SGD, focusing on shipping and ship management services [5][7]. - The company is wholly owned by Ningbo Ocean (Singapore) Co., Ltd., which will manage the investment and operational activities related to the new container ships [8].

Group 1 - The core point of the article is that Ningbo Ocean (601022) has made progress in establishing an overseas company and investing in the construction of four container ships, with a total investment of approximately 11.84 billion RMB [1][3]. Group 2 - As of October 21, 2025, Ningbo Ocean's stock closed at 10.66 RMB, up 1.91%, with a turnover rate of 13.3% and a trading volume of 330,700 hands, resulting in a transaction amount of 349 million RMB [1]. - On October 21, the net outflow of main funds was 15.86 million RMB, accounting for 4.55% of the total transaction amount; the net outflow of retail funds was 20.36 million RMB, accounting for 5.84%; while retail investors had a net inflow of 36.22 million RMB, accounting for 10.39% [1][3]. - The investment involves the establishment of Ningbo Ocean (Singapore) Navigation Co., Ltd. in Singapore, which has signed contracts for the construction of four 2,700 TEU container ships with a contract amount of 2.96 billion RMB each, totaling 11.84 billion RMB [1][3]. - The container ships will have a deadweight tonnage of 36,900 tons and are scheduled for delivery by April 30, 2028 [1][3].

Core Viewpoint - Ningbo Ocean (601022.SH) has received necessary approvals for its overseas investment project in Singapore, with a total investment of 1.194 billion RMB [1] Group 1: Investment Approvals - The company has obtained the "Overseas Investment Certificate" from the Ningbo Municipal Bureau of Commerce and the "Overseas Investment Project Filing Notice" from the Ningbo Municipal Development and Reform Commission [1] - The project has a total investment amount of 1.194 billion RMB [1] Group 2: Project Execution - Ningbo Ocean has completed the local registration procedures for its Singapore subsidiary, Ningbo Ocean (Singapore) Co., Ltd. [1] - The company has signed four tripartite contracts for the construction of container ships with China Shipbuilding Huangpu Wenchong Shipbuilding Co., Ltd. and China Shipbuilding Industry Trade Co., Ltd. [1] - Each contract involves the construction of one 2700 TEU (36,900 deadweight tons) container ship, with each contract valued at 296 million RMB, totaling 1.184 billion RMB for all four contracts [1]

证券代码：601022 证券简称：宁波远洋 公告编号：2025-041 宁波远洋运输股份有限公司 关于投资设立境外公司暨投资建造 4 艘集装箱船 的进展公告 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： | 投资标的名称 | 宁波远洋（新加坡）经航有限公司 | | | | | --- | --- | --- | --- | --- | | 投资金额 | 11.94 | 亿元人民币 | | | | 投资进展情况 | 完成 | 终止 | 交易要素变更 | √进展 | | 特别风险提示 | 本次投资事项符合公司自身战略布局和业务发展需要， | | | | | | 投资金额将根据实际需要分阶段审慎投入，但本次投资 | | | | | | 事项的建设计划、建设周期及规模等可能根据外部环境 | | | | | | 变化、业务发展需要等情况作相应调整，且因境外国家 | | | | | | 及地区政治、法律、经济、文化等环境与国内存在差异 | | | | | | 性，对外投资过程中可能存在一定经营及管理风险，因 | | ...

Core Insights - The shipping and port sector experienced a rise of 0.48% on October 21, with Ningbo Marine leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Ningbo Marine (600798) closed at 4.22, with a gain of 3.18% and a trading volume of 1.0529 million shares, amounting to a transaction value of 438 million yuan [1] - Other notable performers include: - Haixia Co. (002320) at 14.70, up 2.80% with a volume of 2.0146 million shares [1] - COSCO Shipping Development (601866) at 2.65, up 2.32% with a volume of 1.3505 million shares [1] - Ningbo Ocean (601022) at 10.66, up 1.91% with a volume of 330,700 shares [1] - Liaoning Port (601880) at 1.80, up 1.69% with a volume of 1.5551 million shares [1] Capital Flow - The shipping and port sector saw a net outflow of 238 million yuan from institutional funds and 282 million yuan from speculative funds, while retail investors contributed a net inflow of 520 million yuan [3]

Core Viewpoint - Ningbo Ocean (601022) experienced a decline of 1.14% today, with a turnover rate of 22.90% and a trading volume of 606 million yuan, indicating significant market activity and potential investor concern [1][2]. Trading Activity - The stock was listed on the trading board due to a turnover rate of 22.90%, with a net sell of 32.72 million yuan from the Shanghai-Hong Kong Stock Connect [2]. - The top five trading departments had a total transaction amount of 179 million yuan, with a buying amount of 71.28 million yuan and a selling amount of 108 million yuan, resulting in a net sell of 36.27 million yuan [2]. - The Shanghai-Hong Kong Stock Connect was both the largest buying and selling department, with buying and selling amounts of 21.07 million yuan and 53.79 million yuan, respectively [2]. Historical Performance - Over the past six months, the stock has appeared on the trading board 18 times, with an average price drop of 1.66% the day after being listed and an average drop of 4.53% over the following five days [3]. - Today, the stock saw a net outflow of 41.51 million yuan in principal funds, with large orders contributing to a net outflow of 14.06 million yuan and 27.44 million yuan, respectively [3]. Financial Data - As of October 16, the stock's margin trading balance was 138 million yuan, with a financing balance of 137 million yuan and a securities lending balance of 623.6 thousand yuan. The financing balance increased by 16.43 million yuan over the past five days, representing a growth of 13.60% [3]. - The company's semi-annual report released on August 28 indicated that it achieved an operating income of 2.928 billion yuan in the first half of the year, a year-on-year increase of 19.85%, and a net profit of 378 million yuan, up 36.46% year-on-year [3].

Core Viewpoint - Ningbo Ocean (601022) experienced a significant increase of 5.17% in stock price, with a trading volume of 6.97 billion yuan and a turnover rate of 26.64% on the day of reporting [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate reaching 26.64%, with a net purchase of 47.57 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments accounted for a total transaction volume of 170 million yuan, with a net purchase of 42.71 million yuan [2] - The largest buying department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 60.21 million yuan and a selling amount of 12.64 million yuan, resulting in a net purchase of 47.57 million yuan [2] Fund Flow - The stock saw a net inflow of 40.81 million yuan from main funds, with large orders contributing 11.32 million yuan and big orders contributing 29.49 million yuan [2] - Over the past five days, the main funds have seen a net inflow of 39.19 million yuan [2] Margin Trading Data - As of October 15, the margin trading balance for the stock was 139 million yuan, with a financing balance of 139 million yuan and a securities lending balance of 587,900 yuan [3] - The financing balance increased by 14.06 million yuan over the past five days, representing an increase of 11.27% [3] - The securities lending balance increased by 35,900 yuan, with a growth rate of 6.51% [3] Financial Performance - According to the semi-annual report released on August 28, the company achieved a revenue of 2.928 billion yuan in the first half of the year, reflecting a year-on-year growth of 19.85% [3] - The net profit for the same period was 378 million yuan, marking a year-on-year increase of 36.46% [3]