证券日报网讯2月12日，中远海发（601866）在互动平台回答投资者提问时表示，公司是围绕航运物流 的产融运营商，核心业务包括集装箱制造、集装箱租赁和航运租赁业务。公司近期拓展的航运产融业 务，立足于融入航运业船队升级转型需求，凭借船舶全生命周期管理能力、多元化资金融通能力以及产 融协同解决方案，通过投资建造船舶后出租于产业链公司，实现价值共赢。 ...

格隆汇2月12日丨中远海发(601866.SH)在互动平台表示，公司致力于围绕航运物流产业主线，以集装箱 制造、集装箱租赁及航运租赁业务为核心，以投资管理为支撑，实现产融投一体化发展。目前公司未有 直接覆盖卫星导航、无人驾驶的业务。科技创新方面，公司聚焦核心主业，积极投入科研力量，增加数 值化赋能，在集装箱智能制造、集装箱数字化平台创建升级等方面，都取得了良好成果，同时，公司也 将持续聚焦"数字智能、绿色低碳"，赋能产业创新、挖掘绿色价值。 ...

Core Viewpoint - The company is focused on integrating investment management with its core businesses in container manufacturing, leasing, and shipping logistics, while emphasizing technological innovation and sustainability [1] Group 1: Business Focus - The company aims to develop an integrated model around the shipping logistics industry, centering on container manufacturing, leasing, and shipping leasing [1] - Investment management serves as a supporting pillar for the company's integrated development strategy [1] Group 2: Technological Innovation - The company is concentrating on its core business and actively investing in research and development to enhance digital capabilities [1] - Achievements have been made in smart container manufacturing and the creation and upgrading of digital platforms for containers [1] Group 3: Sustainability Initiatives - The company is committed to focusing on "digital intelligence and green low-carbon" initiatives to empower industrial innovation and explore green value [1]

中泰证券（600918）2月7日报告指出，春运旺季催化航运板块，油运上行可期，建议关注中远海发等标 的，认为行业景气度受地缘政治及供需因素支撑。 近期事件 经济观察网 近7天，中远海发（601866）A股股价呈现上涨趋势，区间涨幅达3.82%，最新报2.72元。资 金面显示主力资金净流入1764.52万元，技术指标上MACD柱状图转正，KDJ指标进入超买区域，股价 突破20日均线。所属航运港口板块同期上涨2.20%，表现强于大盘。 机构观点 2月12日，航运板块整体走强，油运方向领涨，中远海能（600026）等个股涨停，但中远海发主业为集 装箱制造与租赁，间接受益于行业情绪升温。地缘局势紧张可能重构贸易流向，但对中远海发业务无直 接影响。 以上内容基于公开资料整理，不构成投资建议。 ...

Investment Rating - The report maintains an "Overweight" rating for the transportation industry [2] Core Insights - The aviation sector is expected to benefit from the Spring Festival travel peak, leading to a positive outlook for airline stocks. The report highlights a significant increase in flight operations and passenger volumes during this period, indicating a recovery in demand [4][6] - The report emphasizes the potential for oil transportation to rise, driven by geopolitical factors and structural demand growth, suggesting a favorable investment environment in the shipping sector [6][7] Summary by Sections Investment Highlights - The report identifies key investment opportunities in the aviation sector, particularly focusing on major airlines and low-cost carriers that are expected to benefit from rising ticket prices and improved operational performance [4][6] - It also highlights the logistics and express delivery sectors, noting the positive earnings forecast for companies like SF Express, which is capitalizing on the growth of instant delivery services [6] Aviation Data Tracking - Daily flight operations from February 2 to February 6 showed significant increases for major airlines, with Eastern Airlines and Southern Airlines leading the growth [4] - The average aircraft utilization rates also improved, indicating a recovery in operational efficiency across the sector [4] Shipping Data Tracking - The report tracks various shipping indices, noting a mixed performance in container shipping but a positive trend in oil transportation indices, suggesting a potential upturn in the oil shipping market [6][7] - The report recommends focusing on companies in the oil shipping sector due to limited supply and structural demand growth [6][7] Logistics Data Tracking - The report provides data on logistics performance, indicating a substantial increase in express delivery volumes, which is expected to continue benefiting from the growth in e-commerce and instant delivery services [6] - It highlights the importance of addressing industry challenges such as competition and regulatory changes to maintain profitability [6] Company Performance Tracking - The report includes performance metrics for key companies in the aviation and logistics sectors, showcasing their earnings forecasts and operational improvements [4][6] - It emphasizes the strategic positioning of companies like Spring Airlines and China Eastern Airlines, which are expected to leverage their market positions for growth [4][6]

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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運發展股份有限公司 呈交日期: 2026年2月4日 FF301 I. 法定/註冊股本變動 | 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) | 02866 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,445,672,000 | RMB | | 1 | RMB | | 3,445,672,000 | | 增加 / 減少 (-) | | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 3,445,672,000 | RMB | | 1 | RMB | | 3,445,672,000 | ...

证券日报网讯2月3日，中远海发（601866）发布公告称，2026年1月，公司未开展股票回购。 ...

中远海发（601866）(02866)公布A股回购进展，2026年1月，公司未开展股票回购。截至2026年1月31 日，公司已累计回购A股股份1,651.63万股，约占公司总股本的比例为0.1251%，购买的最高价为2.71元/ 股、最低价为2.43元/股，已支付的总金额约为人民币4,216.71万元(不含交易费用)。 ...

智通财经APP讯，中远海发(02866)公布A股回购进展，2026 年 1 月，公司未开展股票回购。截至 2026 年1 月31 日，公司已累计回购 A 股股份1,651.63万股，约占公司总股本的比例为 0.1251%，购买的最高 价为2.71元/股、最低价为 2.43 元/股，已支付的总金额约为人民币4,216.71万元(不含交易费用)。 ...

格隆汇2月3日丨中远海发(02866.HK)公告，2026年1月，公司未开展股票回购。截至2026年1月31日，公 司已累计回购A股股份1,651.63万股，约占公司总股本的比例为0.1251%，购买的最高价为2.71元/股、最 低价为2.43元/股，已支付的总金额约为人民币4,216.71万元(不含交易费用)。 ...