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]

Core Points - The Zhejiang state-owned enterprise reform sector experienced a decline of 0.46% on October 16, with Chuangyuan Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the Zhejiang state-owned enterprise reform sector included: - Ningbo Ocean (601022) with a closing price of 10.57, up 5.17% and a trading volume of 662,300 shares, totaling 697 million yuan [1] - ST Jianhai (002586) with a closing price of 3.95, up 4.22% and a trading volume of 252,500 shares, totaling 99.89 million yuan [1] - Guyue Longshan (600059) with a closing price of 10.35, up 3.92% and a trading volume of 362,400 shares, totaling 376 million yuan [1] - Major decliners included: - Chuangyuan Co., Ltd. (300703) with a closing price of 29.56, down 6.60% and a trading volume of 93,000 shares, totaling 282 million yuan [2] - Yunda Co., Ltd. (300772) with a closing price of 19.18, down 4.39% and a trading volume of 276,500 shares, totaling 534 million yuan [2] - Zhejiang Dongri (600113) with a closing price of 52.35, down 4.17% and a trading volume of 49,700 shares, totaling 264 million yuan [2] Capital Flow - The Zhejiang state-owned enterprise reform sector saw a net outflow of 254 million yuan from institutional investors, while retail investors experienced a net inflow of 179 million yuan [2][3] - Key stocks with significant capital flow included: - Small Commodity City (600415) with a net inflow of 1.43 billion yuan from institutional investors [3] - Ningbo Ocean (601022) with a net inflow of 38.76 million yuan from institutional investors [3] - Qijing Machinery (603677) with a net inflow of 10.46 million yuan from institutional investors [3]

Core Points - Ningbo Ocean (601022.SH) received a fine from the Ningbo Maritime Bureau for violating maritime navigation, anchoring, and operational rules, amounting to 98,000 RMB [1][2] - This is the second fine within a month for Ningbo Ocean, with the previous penalty issued on September 15 for not holding valid crew competency certificates and health proofs [2][3] Company Overview - Ningbo Ocean is a subsidiary of Ningbo Zhoushan Port Co., Ltd., fully owned since December 2008 and listed on the Shanghai Stock Exchange on December 8, 2022, becoming the first domestic port and shipping company to achieve "A-share A-listing" [3] - The company operates 33 container shipping routes with an average of 132 weekly sailings, establishing a domestic trade network connecting 39 ports along the north-south coast and the Yangtze River, as well as international routes to Japan, South Korea, and Southeast Asia [3] - Founded in 1992, Ningbo Ocean has a registered capital of 1,308.633334 million RMB, with Chen Xiaofeng as the legal representative and Ningbo Port (601018.SH) as the major shareholder [3]

Group 1 - Ningbo Ocean's stock price increased by 5.83% to 10.71 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 11.01%, resulting in a total market capitalization of 14.015 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 2.12% during this period [1] - Ningbo Ocean was established on July 14, 1992, and listed on December 8, 2022, primarily engaged in international, coastal, and Yangtze River shipping services, ship agency services, and dry bulk cargo agency services [1] Group 2 - Among the top ten circulating shareholders of Ningbo Ocean, Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the list in the second quarter, holding 1.4251 million shares, accounting for 0.57% of circulating shares [2] - The ETF has generated a floating profit of approximately 840,800 CNY today, with a floating profit of 299,300 CNY during the three-day increase [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a latest scale of 38.227 billion CNY and a year-to-date return of 27.53%, ranking 1977 out of 4220 in its category [2]

Core Viewpoint - A-shares in the port and shipping sector experienced a significant rally, with Nanjing Port hitting the daily limit and other companies like Ningbo Maritime and China National Offshore Oil Corporation also seeing substantial gains, following the implementation of special port fees for U.S. vessels by China [1]. Group 1: Stock Performance - Nanjing Port (002040) saw a price increase of 10.04%, with a total market capitalization of 6.099 billion and a year-to-date increase of 91.38% [2]. - Ningbo Maritime (600798) rose by 9.61%, with a market cap of 5.369 billion and a year-to-date increase of 47.52% [2]. - China National Offshore Oil Corporation (920571) increased by 7.00%, with a market cap of 6.198 billion and a year-to-date increase of 84.46% [2]. - Haixia Co. (002320) experienced a rise of 5.26%, with a market cap of 26.4 billion and a year-to-date increase of 81.53% [2]. - Lianyungang (601008) saw a 5.06% increase, with a market cap of 7.99 billion and a year-to-date increase of 70.03% [2]. - Ningbo Ocean (601022) increased by 3.85%, with a market cap of 13.8 billion and a year-to-date increase of 33.89% [2]. Group 2: Market Signals - The MACD golden cross signal has formed, indicating a positive trend for these stocks [2].