中国外运（601598）(00598)发布公告，于2025年10月28日，该公司斥资1499.51万元回购247.57万股A 股，每股回购价格为6.03-6.09元。 ...

Core Viewpoint - China National Foreign Trade Transportation Group (China National Freight) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - The company plans to repurchase 2.4757 million A-shares at a total cost of 14.9951 million yuan [1] - The buyback price per share is set between 6.03 and 6.09 yuan [1]

格隆汇10月28日丨中国外运(00598.HK)发布公告，2025年10月28日耗资1500万元人民币回购247.5万股A 股，回购价格每股6.03-6.09元。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 中國外運股份有限公司 呈交日期： 2025年10月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601598 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存 ...

中国外运(0598.HK)盘中跌3.9%至5.17港元。中国外运公告，2025年前三季度营业收入750.38亿元，同比下滑12.62%；归属于上市公司股东的净利26.79亿 元，同比下降5.17%；基本每股收益0.3684元。其中，Q3公司营业收入245.2亿元，同比下降16.9%，环比下降8.36%；归母净利润7.3亿元，同比下降16.8%， 环比下降43.75%。(格隆汇) ...

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Views - Crude oil freight rates have decreased month-on-month, while container shipping rates on long-distance routes have increased. The China Import Crude Oil Comprehensive Index (CTFI) reported 1632.26 points on October 23, down 8.9% from October 16. The VLCC market remains cautious due to the implementation of special port fees between China and the US, leading to a weak sentiment among shipowners [2][13] - Guangdong Province has released a high-quality development plan for the low-altitude economy, aiming to establish itself as a national leader in this sector. The civil aviation industry has shown steady growth in the first three quarters of 2025, with a total transport turnover of 1220.3 billion ton-kilometers, a year-on-year increase of 10.3% [2][15][16] - In Shenzhen, the monthly delivery volume of autonomous vehicles has surpassed one million, with a year-on-year growth of 12.7% in express delivery volume in September. The postal industry reported a total business income of 152.57 billion yuan in September, up 6.8% year-on-year [2][22][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, while container shipping rates on long-distance routes have increased. The CTFI reported a decrease of 8.9% [2][13] - Guangdong's low-altitude economy development plan aims to optimize airspace management and promote low-altitude logistics [15][16] - Shenzhen's autonomous vehicle delivery volume has exceeded one million, with express delivery volume growing by 12.7% [22][24] 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 has shown a month-on-month increase of 6.9% [26] - Domestic cargo flights have increased by 3.05% year-on-year, while international flights have risen by 15.86% [32] - The express delivery business volume in September increased by 12.7% year-on-year, with total business income reaching 127.37 billion yuan [50][54] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping Specialized Carriers, China Merchants Energy Shipping, and Huamao Logistics [4] - Pay attention to the low-altitude economy investment opportunities, recommending CITIC Offshore Helicopter [4] - Consider investment opportunities in the highway and railway sectors, recommending companies like Gansu Expressway and Beijing-Shanghai High-Speed Railway [4] - Explore investment opportunities in the express delivery sector, recommending SF Express, Jitu Express, and Yunda Express [4]

Core Viewpoint - China National Foreign Trade Transportation Group (China National Freight) saw its stock price drop over 3% following its earnings report, indicating market reaction to the financial results [1] Group 1 - The stock price of China National Freight fell by 3.53%, reaching HKD 5.19 [1] - The trading volume was reported at HKD 10.7499 million [1]

Core Viewpoint - China National Foreign Trade Transportation Group (China Foreign Trade) reported a decline in revenue and net profit for the first three quarters ending September 30, 2025, leading to a stock price drop of over 3% [1] Financial Performance - The company achieved an operating revenue of 75.038 billion yuan, a year-on-year decrease of 12.62% [1] - The net profit attributable to shareholders was 2.679 billion yuan, down 5.17% year-on-year [1] - Basic earnings per share stood at 0.3684 yuan [1] Quarterly Results - For the third quarter of 2025, the company reported a single-quarter operating revenue of 24.515 billion yuan, reflecting a year-on-year decline of 16.9% [1] - The net profit attributable to shareholders for the third quarter was 732 million yuan, a decrease of 16.8% year-on-year [1]

Core Viewpoint - China National Foreign Trade Transportation Group Corporation (China Foreign Trade) reported a decline in revenue and net profit for the first three quarters ending September 30, 2025, leading to a stock price drop of over 3% [1] Financial Performance - The company achieved an operating revenue of 75.038 billion yuan, a year-on-year decrease of 12.62% [1] - The net profit attributable to shareholders was 2.679 billion yuan, down 5.17% year-on-year [1] - Basic earnings per share stood at 0.3684 yuan [1] Quarterly Results - For the third quarter of 2025, the company reported a single-quarter operating revenue of 24.515 billion yuan, reflecting a year-on-year decline of 16.9% [1] - The net profit attributable to shareholders for the third quarter was 732 million yuan, a decrease of 16.8% year-on-year [1]

Core Viewpoint - China National Foreign Trade Transportation Group (601598.SH) reported a decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved total operating revenue of 75.038 billion yuan, representing a year-on-year decrease of 12.62% [1] - The net profit attributable to shareholders was 2.679 billion yuan, down 5.17% year-on-year [1] - Basic earnings per share were reported at 0.3684 yuan [1]