致：香港交易及結算所有限公司 公司名稱: 中國外運股份有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00598 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,016,281,000 | RMB | | 1 RMB | | 2,016,281,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 2,016,281,000 | RMB | | 1 RMB | | 2,016,281,000 | | 2. 股份分類 | 普通股 | 股份類別 | A ...

Core Viewpoint - China National Foreign Trade Transportation Group (China Foreign Trade) has shown a positive trend in financing activities, indicating a strengthening market sentiment towards the stock [1][4]. Financing Activities - On September 2, 2025, the financing buy-in amounted to 9.4581 million yuan, while the financing repayment was 5.5201 million yuan, resulting in a net financing buy-in of 3.938 million yuan. The financing balance reached 109 million yuan [1]. - Over the past three trading days, the cumulative net buy-in has totaled 4.5614 million yuan, with 13 out of the last 20 trading days showing net financing buy-ins [1]. Financing and Margin Trading Data - The financing balance on September 2, 2025, was 110 million yuan, reflecting an increase of 3.55% from the previous day [4]. - The financing net buy-ins for the last few trading days were as follows: 393.80 thousand yuan on September 2, 22.16 thousand yuan on September 1, and 40.18 thousand yuan on August 29 [2]. Short Selling Activities - On September 2, 2025, the short selling amounted to 4,100 shares, with a repayment of 32,600 shares, resulting in a net short selling of 28,500 shares. The remaining short selling volume was 172,400 shares [3]. - The short selling balance on September 2, 2025, was 981,000 yuan [3].

Market Performance - The public REITs secondary market has rebounded after several weeks of decline, with the CSI REITs Index and CSI REITs Total Return Index both increasing by 1.06% as of August 29 [1][2] - Among the 73 listed public REITs, 65 experienced a rise, while only 8 saw a decline, indicating a positive market sentiment [2] Top Performers - The top three performing REITs last week were Guotai Junan Jinan Energy Heating REIT, AVIC Easy Business Warehousing Logistics REIT, and Harvest Wumart Consumption REIT, with increases of 5.7%, 4.29%, and 4.22% respectively [1][2] Sector Analysis - Consumer assets showed strong performance, with the average weekly increase for consumer REITs reaching 2.49%, while other sectors like environmental and energy REITs had lower growth rates [2][3] - The overall revenue of REITs in the first half of 2025 saw a slight increase of 0.6% year-on-year, but net profit declined by 7.5% [3] New Developments - The first foreign consumer REIT, Huaxia CapitaLand Commercial REIT, was officially approved, with a total fundraising target of 400 million units [4][5] - Guotai Junan Dongjiu New Economy REIT's expansion application was also approved, marking the eighth expansion project in the public REITs market [5] Financial Highlights - China Foreign Transportation's 2025 semi-annual report indicated that REITs projects helped offset declines in other income, with a 73.7% year-on-year increase in investment net income [5] - The average cash distribution rate for REITs decreased to 2.36%, down 50 basis points year-on-year, while the average dividend rate fell to 2.26%, down 146 basis points [3] Upcoming Listings - As of August 29, there are 12 REITs funds awaiting listing, indicating ongoing interest and potential growth in the public REITs market [6]

Core Viewpoint - China Southern Airlines Group Capital Holdings Limited increased its stake in China National Foreign Trade Transportation Group Corporation (China National Foreign Trade) by acquiring 2.027 million shares at an average price of HKD 4.5619 per share, totaling HKD 9.247 million [1] Group 1 - The latest shareholding after the increase is approximately 182 million shares, representing a holding percentage of 9.02% [1] - The transaction involves other related parties, specifically China Southern Airlines Group Co., Ltd. [1]

Group 1 - China Southern Airlines Group Capital Holdings Limited increased its stake in China National Foreign Trade Transportation Group Corporation (China National Foreign Trade) by purchasing 2.027 million shares at an average price of HKD 4.5619 per share, totaling HKD 9.247 million [1] - After the transaction, the total number of shares held by China Southern Airlines Group Capital is approximately 182 million shares, representing a holding percentage of 9.02% [1] - The transaction involves other related parties, specifically China Southern Airlines Group Company Limited [1]

Group 1 - The company announced a share buyback program, with a total of 88,254,536 A-shares repurchased, representing 1.21% of the total share capital [2]

Core Viewpoint - China National Foreign Trade Transportation Group (601598.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Relevant Categories Share Buyback Details - The company has repurchased a total of 88,254,536 A-shares, which represents 1.21% of the total share capital as of August 31, 2025 [1] - The highest purchase price was 5.32 CNY per share, while the lowest was 4.67 CNY per share [1] - The total amount spent on the buyback was approximately 448.34 million CNY, excluding transaction fees [1]

每经AI快讯，中国外运（SH 601598，收盘价：5.66元）9月1日晚间发布公告称，截至2025年8月31日， 公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司A股股份约8825万股，占公司截至 2025年8月31日总股本的比例为1.21%，购买的最高价为5.32元/股、最低价为4.67元/股，已支付的总金 额为人民币约4.48亿元。 2024年1至12月份，中国外运的营业收入构成为：物流行业占比100.0%。 截至发稿，中国外运市值为412亿元。 每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ （记者 张喜威） ...

2024 年 11 月 15 日，公司召开 2024 年第二次临时股东大会、2024 年第二次 A 股类别股东大会和 2024 年第二次 H 股类别股东大会，逐项审议通过了《关于 以集中竞价方式回购公司 A 股股份方案的议案》，同意公司使用自有资金或自 筹资金以集中竞价交易的方式回购公司 A 股股份，回购的资金总额不低于人民 币 27,100 万元（含），不超过人民币 54,200 万元（含），回购价格不超过 7.43 元/股（含），回购期限为自股东大会审议通过本次回购股份方案之日起 12 个月 证券代码：601598 证券简称：中国外运 公告编号：临 2025-065 号 中国外运股份有限公司 关于以集中竞价交易方式回购公司 A 股股份的 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： | 回购方案首次披露日 | | | 年 月 2024 10 | | | | | 日 17 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

中国外运（601598）(00598)发布公告，截至2025年8月31日，公司通过上海证券交易所交易系统以集中 竞价交易方式累计回购公司A股股份8825.45万股，占公司截至2025年8月31日总股本的比例为1.21%， 购买的最高价为5.32元/股、最低价为4.67元/股，已支付的总金额为人民币4.48亿元(不含交易费用)。 ...