中国外运10月27日公告，2025年第三季度实现营业收入245.15亿元，同比下降16.91%；归属于上市公司 股东的净利润7.32亿元，同比下降16.79%，基本每股收益0.1007元。前三季度实现营业收入750.38亿 元，同比下降12.62%；归属于上市公司股东的净利润26.79亿元。 ...

Core Viewpoint - Mubadala Investment Company, Xincheng Capital, Fangyuan Capital, and China National Foreign Trade Transportation Group have completed a share transfer transaction involving Luckai International Holdings Limited [1] Group 1 - The transaction involves the sale of a 25% stake in Luckai International by a subsidiary of China National Foreign Trade Transportation Group to Mubadala [1] - All conditions for the closing and regulatory approvals have been fulfilled [1]

Core Points - China National Foreign Trade Transportation Group announced the sale of a 25% stake in Luckai International Holdings by its subsidiary, China Merchants Shipping Company, through an overseas equity transfer agreement [1] - The transaction is expected to generate an investment income of approximately RMB 1.65 billion after deducting related transaction costs, based on the book value of Luckai International as of September 30, 2025 [1] - Following the transaction, China Merchants Shipping will hold a 20% stake in Luckai International, which will continue to be an associate company of China National Foreign Trade Transportation Group [1] Summary by Sections Transaction Details - The fourth board meeting of China National Foreign Trade Transportation Group is scheduled for June 26, 2025, to review the proposal for the sale of the stake [1] - All preconditions for the transaction were met and completed by October 21, 2025, ensuring that normal business operations will not be affected [1] Financial Impact - The expected investment income from the transaction is approximately RMB 1.65 billion, calculated using the exchange rate of 1 USD to 7.093 RMB as of October 21, 2025 [1] - The final figures will be subject to audit and do not include tax implications [1]

Core Insights - The completion of the equity transfer transaction of Loscam International Holdings Limited marks a significant milestone for Mubadala in the Asian industrial sector, reflecting global investors' confidence in the optimization and long-term growth potential of the Asian supply chain [2][3] - Loscam, a leading provider of logistics and packaging solutions in the Asia-Pacific region, focuses on sustainable logistics packaging equipment, helping clients achieve cost reduction and efficiency in their supply chains [2] Company Overview - Loscam was established in 1942 and is headquartered in Hong Kong, operating across 13 Asia-Pacific markets including Australia, New Zealand, Southeast Asia, and Greater China [2] - The company specializes in providing sustainable logistics packaging solutions, including standardized pallets and fresh produce turnover crates, aimed at the fast-moving consumer goods, retail, and manufacturing sectors [2] Investment Implications - The investment by Mubadala, along with other partners, signifies a new phase of development for Loscam, enhancing its global perspective and innovative capabilities [3] - The collaboration is expected to facilitate Loscam's expansion into global markets and reshape the logistics packaging equipment sector [3] Market Dynamics - The global pallet market is experiencing strong growth, driven by innovations in automation, big data, and materials science, which are enhancing the logistics industry's efficiency and sustainability [3] - The pallet pooling system is identified as a critical component of modern logistics, demonstrating flexibility and resilience across different economic cycles [3] Strategic Outlook - Mubadala and its partners express confidence in Loscam's growth potential, particularly in the Greater China and Southeast Asia markets, where there is significant room for improvement in pallet pooling services [3] - The investment is seen as a commitment to the Asian market and a strategic direction to expand in key industries with local partners [3]

Core Insights - Mubadala Investment Company, together with Xincheng Capital, Fangyuan Capital, and China National Foreign Trade Transportation Group, has completed the equity transfer transaction of Loscam International Holdings, marking a significant investment in the Asian industrial sector [1][2] - The transaction reflects global investors' confidence in the optimization and long-term growth potential of the Asian supply chain system [1][2] - Loscam, established in 1942, is a leading provider of logistics packaging equipment sharing solutions in the Asia-Pacific region, focusing on sustainable development for major enterprises in fast-moving consumer goods, retail, and manufacturing [1][2] Company Overview - Loscam operates in 13 Asia-Pacific markets, including Australia, New Zealand, Southeast Asia, and Greater China, providing standardized pallets and fresh produce turnover boxes [1] - The company aims to help clients achieve cost reduction and efficiency improvements in their supply chains while promoting green transformation [1] Investment Implications - The investment by Mubadala signifies a new phase of development for Loscam, enhancing its international and diversified shareholder base, which is expected to broaden the company's global vision and innovation capabilities [2] - The collaboration is anticipated to facilitate Loscam's expansion into global markets and reshape the logistics packaging equipment sector [2] - Mubadala's commitment to the Asian market and its partnership with local leaders highlight a strategic direction for continued growth in key industries [2] Market Context - The global pallet market is experiencing strong growth, driven by innovations in automation, big data, and materials science, which are enhancing the logistics industry [2] - The pallet sharing system is recognized as a critical component of modern logistics, demonstrating flexibility and resilience across different economic cycles [2]

格隆汇10月22日丨中国外运(601598.SH)公布，公司于2025年6月26日召开第四届董事会第十四次会议， 审议通过了《关于出售参股公司部分股权的议案》，同意公司下属公司招商局船务企业有限公司（以下 简称：招商船企）通过境外股权协议转让方式转让所持的路凯国际控股有限公司（以下简称：路凯国 际）25%股权（以下简称：本次交易）的总体方案，包括交易架构、交易对价及交易协议等。 截至2025年10月21日，本次交易交割的先决条件已全部达成，并完成交割，本次交易不会影响公司正常 的经营活动。根据本次交易的代价以及路凯国际2025年9月30日体现在中国外运财务报表的账面价值， 本次交易预计带来投资收益（扣除相关交易费用）约人民币16.5亿元（以中国人民银行2025年10月21日 公布的汇率中间价1美元对7.093人民币计算，不包括税务影响，最终以经审计数据为准）。本次交易 后，招商船企持有路凯国际20%股权，路凯国际继续为中国外运的联营公司。 ...

证券代码：601598 证券简称：中国外运 公告编号：临 2025-075 号 中国外运股份有限公司（以下简称：中国外运或公司）于 2025 年 6 月 26 日召开第四届董事会第十四次会议，审议通过了《关于出售参股公司部分股权的 议案》，同意公司下属公司招商局船务企业有限公司（以下简称：招商船企）通 过境外股权协议转让方式转让所持的路凯国际控股有限公司（以下简称：路凯国 际）25%股权（以下简称：本次交易）的总体方案，包括交易架构、交易对价及 交易协议等。具体情况详见公司于 2025 年 6 月 27 日发布的《关于下属公司出售 路凯国际控股有限公司 25%股权暨签署协议的公告》（临 2025-051 号）。 中国外运股份有限公司 关于下属公司出售路凯国际控股有限公司 25% 股权交割完成的公告 本公司董事会、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。 特此公告。 中国外运股份有限公司董事会 二零二五年十月二十二日 截至 2025 年 10 月 21 日，本次交易交割的先决条件已全部达成，并完成交 割，本次交易不会影响公司正常的经营活 ...

股票代码：601598 股票简称：中国外运 编号：临 2025-076 号 中国外运股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示: （ 一 ） 投 资 者 可 于 2025 年 10 月 28 日 16:00 前 登 录 上 证 路 演 中 心 （https://roadshow.sseinfo.com）首页点击"提问预征集"栏目进行提问或将 关注的问题发送至公司投资者关系邮箱（ir@sinotrans.com），公司将在说明会上 就投资者普遍关注的问题进行回答。 说明会通过网络文字互动方式召开，本公司将针对 2025 年第三季度业绩和经 营情况与投资者进行交流，并在信息披露允许的范围内对投资者普遍关注的问题 进行回答。 二、说明会召开的时间和网址 会议内容：中国外运股份有限公司 2025 年第三季度业绩说明会 会议时间：2025 年 10 月 29 日 14:00-15:00 会议召开方式：网络文字互动 会议网址：上证路演中心（https://ro ...

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，且表明不會就本公告全部或任何部分內容所導致或因倚賴該 等內容而產生的任何損失承擔任何責任。 中國外運股份有限公司 Sinotrans Limited ( 於中華人民共和國註冊成立的股份有限公司 ) (股份代號: 00598) 關於召開 2025 年第三季度業績說明會的公告 本公告由中國外運股份有限公司（「本公司」）自願作出。本公司董事會及全體董事保證本 公告內容不存在任何虛假記載、誤導性陳述或者重大遺漏，並對其內容的真實性、準確性和 完整性承擔法律責任。 重要內容提示： 本公司将於 2025 年 10 月 27 日在香港聯合交易所有限公司網站刊發本公司及附屬公司截至 2025 年 9 月 30 日之三季度之未經審計合併業績。為便於廣大投資者更全面深入地瞭解本公 司 2025 年第三季度業績和經營情況，本公司擬召開說明會。 - 1 - 會議內容：本公司 2025 年第三季度業績說明會（「說明會」） 會議時間：2025 年 10 月 29 日 14:00-15:00 會議召開方式：網絡文字互動 會議網址： ...

智通财经APP讯，中国外运(00598)发布公告，有关公司拟出售路凯国际25%的股权，截至2025年10月21 日，出售事项的先决条件已全部达成并完成交割。根据出售事项的代价以及路凯国际于2025年9月30日 体现在中国外运财务报表的账面价值，集团预计自出售事项取得收益(经扣除相关交易费用)约人民币 16.5亿元(不包括税务影响)，出售事项的财务影响最终以公司经审计的财务报告中所载内容为准。据 此，公司透过招商船企间接持有路凯国际20%股权，路凯国际继续为公司的联营企业。 ...