作者：行情君 中远海发AH溢价达128.51%，位居AH股溢价率第15位。当日收盘，中远海发A股报2.49元，涨幅 0.4%，H股报1.19港元，上涨2.59%。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 8月5日，上证指数涨0.96%，收报3617.6点，恒生指数涨0.68%，收报24902.53点。 本文源自：金融界 资料显示，中远海运发展股份有限公司(「公司」)是中国远洋海运集团有限公司(「中远海运集团」)所 属专门从事航运物流产融运营的公司,是中远海运集团旗下核心产业之一。公司成立于1997年,总部设在 上海,是一家在香港、上海两地上市的公司。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。公司集装箱制造业务从事国际 标准干货箱、冷藏箱及特种箱的研究开发和生产销售,设计年产能超过140万TEU,位居世界第二,客户涵 盖全球知名班轮公司和各大租箱公司。公司深化集装箱租造协同,以科技创新、绿色低碳转型为抓手提 升核心竞争力,打造世界一流物流装备科技企业。 ...

8月4日，上证指数涨0.66%，收报3583.31点，恒生指数涨0.92%，收报24733.45点。 中远海发AH溢价达133.86%，位居AH股溢价率第13位。当日收盘，中远海发A股报2.48元，涨幅 0.4%，H股报1.16港元，下跌0.85%。 资料显示，中远海运发展股份有限公司(「公司」)是中国远洋海运集团有限公司(「中远海运集团」)所 属专门从事航运物流产融运营的公司,是中远海运集团旗下核心产业之一。公司成立于1997年,总部设在 上海,是一家在香港、上海两地上市的公司。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。公司集装箱制造业务从事国际 标准干货箱、冷藏箱及特种箱的研究开发和生产销售,设计年产能超过140万TEU,位居世界第二,客户涵 盖全球知名班轮公司和各大租箱公司。公司深化集装箱租造协同,以科技创新、绿色低碳转型为抓手提 升核心竞争力,打造世界一流物流装备科技企业。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 本文源自：金融界 作者：行情君 ...

证券之星消息，8月4日航运港口板块较上一交易日上涨0.08%，海航科技领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 3.99 | 3.91% | 131.06万 | | 5.15亿 | | 603167 | 渤海轮渡 | 10.45 | 3.36% | 7.88万 | | 8170.31万 | | 000905 | 厦门港务 | 8.38 | 1.09% | - 14.01万 | | 1.17亿 | | 601083 | 锦江航运 | 12.08 | 1.00% | 7.28万 | | 8740.95万 | | 600179 | 安通控股 | 3.19 | 0.95% | 49.32万 | | 1.57亿 | | 603565 | 中谷物流 | 9.94 | 0.81% | 14.02万 | | 1.39亿 | ...

Core Viewpoint - The company, COSCO Shipping Development Co., Ltd., is undergoing significant changes in its corporate governance structure, including a reduction in registered capital and the cancellation of the supervisory board, which reflects a strategic shift in its operational framework [1][2][3]. Company Announcements - COSCO Shipping Development's board approved several resolutions, including a reduction in registered capital by 216,682,794 shares, bringing the total registered capital down to RMB 13,356,617,112 [1][3]. - The company has repurchased and canceled 219,321,500 shares since February 1, 2023, and has issued an additional 2,638,706 shares due to stock option exercises [1]. - The company plans to build 10 bulk carriers of 210,000 tons and lease them to COSCO Shipping Bulk Transport Co., Ltd., with an annual rent of up to RMB 6,380 million per vessel [3][5]. - COSCO Shipping Development intends to construct 4 asphalt carriers of 9,000 tons, with a unit cost of RMB 201.5 million for domestic and foreign trade vessels [3]. - The company will also engage in a sale-leaseback transaction for a 27,100 cubic meter QC-Max LNG vessel, with a purchase price not exceeding USD 36.069 million [3]. Corporate Governance Changes - The company plans to abolish the supervisory board and amend various governance documents, including the Articles of Association and rules for shareholder and board meetings, in compliance with the new Company Law effective from July 1, 2024 [2]. - The company will change its registered address to the China (Shanghai) Pilot Free Trade Zone and appoint the chairman as the legal representative [2]. - The board will include at least three independent non-executive directors, with one being a professional accountant [2]. Leadership Changes - Non-executive director Liang Yanfeng has resigned due to age-related reasons, effective immediately upon submission of his resignation [3][4]. - Liang Yanfeng's departure will not affect the minimum number of board members or the company's normal operations [3].

Core Viewpoint - The financial performance of China Merchants Energy Shipping Company (中远海发) shows positive growth in revenue and net profit, indicating a stable operational environment despite a slight decline in stock price [1][3]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 5.418 billion yuan, representing a year-on-year increase of 9.68% [1]. - The net profit attributable to shareholders was 480 million yuan, up 7.56% year-on-year [1]. - The non-recurring net profit reached 473 million yuan, showing a significant year-on-year growth of 105.52% [1]. - The company's liquidity ratios are as follows: current ratio at 0.422 and quick ratio at 0.374, with a debt-to-asset ratio of 76.17% [1]. Stock Market Activity - On August 1, 2025, the stock closed at 2.47 yuan, down 0.8% with a turnover rate of 0.91% [1]. - The trading volume was 892,000 hands, with a transaction amount of 221 million yuan [1]. - The net inflow of main funds was 11.988 million yuan, accounting for 5.41% of the transaction amount [1]. Company Overview - China Merchants Energy Shipping Company was established in 2004 and is based in Shanghai, primarily engaged in maritime transportation [2]. - The company has a registered capital of approximately 1.357 billion yuan, which is also its paid-in capital [1][2]. - The legal representative of the company is Zhang Mingwen [1]. Investment and Business Activities - The company has made investments in 17 enterprises and participated in 16 bidding projects [2]. - It holds 12 patents and has obtained 10 administrative licenses [2].

Group 1 - The Shanghai Composite Index fell by 0.37% to close at 3559.95 points, while the Hang Seng Index decreased by 1.07% to 24507.81 points [1] - China Merchants Industry Holdings Co., Ltd. (the "Company") has an A/H premium of 129.79%, ranking 15th among A/H shares [1] - The Company’s A-shares closed at 2.47 yuan, down 0.8%, and H-shares closed at 1.17 HKD, remaining flat [1] Group 2 - The Company is a subsidiary of China Ocean Shipping Group Co., Ltd. and specializes in shipping logistics and financial operations [1] - Established in 1997 and headquartered in Shanghai, the Company is listed in both Hong Kong and Shanghai [1] - The Company focuses on container manufacturing, leasing, and shipping leasing, supported by investment management for integrated development [1] - The container manufacturing business has an annual design capacity exceeding 1.4 million TEU, making it the second largest in the world [1] - The Company serves global renowned shipping lines and major leasing companies, enhancing its core competitiveness through technological innovation and green transformation [1]

证券之星消息，8月1日航运港口板块较上一交易日下跌0.25%，海峡股份领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。航运港口板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600018 | 上港集团 | 2547.37万 | | 14.30% | 422.32万 | 2.37% | -2969.70万 | -16.67% | | 600751 | 海航科技 | 2157.30万 | | 7.86% | -774.70万 | -2.82% | -1382.60万 | -5.04% | | 603565 中谷物流 | | 1748.88万 | | 8.07% | 877.41万 | 4.05% | -2626.29万 | -12.12% | | 601975 招商南油 | | 1328.81万 | | 7.45% | -77 ...

Core Viewpoint - China Merchants Energy Development (中远海发) is making significant investments in expanding its fleet by ordering new vessels, which will enhance its competitive position in the shipping industry [2][4]. Investment and Fleet Expansion - On July 29, China Merchants Energy Development announced plans to build six Newcastle-type bulk carriers, with a total investment of 3.168 billion yuan (excluding tax) [3][4]. - This follows a previous order for 42 vessels exceeding 10 billion yuan, with deliveries scheduled between 2026 and 2027 [3][4]. - The new vessels will be leased to a related party for 20 years, with an expected annual rent of no more than 63.8 million yuan per vessel [3]. Company Overview and Financial Performance - China Merchants Energy Development, a subsidiary of China Merchants Group, has transformed from a container shipping operator to a shipping and logistics financial operator since 2016 [5]. - The company ranks second globally in container manufacturing capacity and is among the top in container leasing [5]. - In 2024, the company reported a revenue of 27.627 billion yuan, a year-on-year increase of 76.7%, and a net profit of 1.686 billion yuan, up 19.64% [5][6]. - As of March 2025, the total assets of the company reached 129.9 billion yuan [6].

【今日头条】 香港金管局发布稳定币发行人指引，可于9月30日或之前提交申请 香港金融管理局就2025年8月1日起实施的稳定币发行人监管制度发布《持牌稳定币发行人监管指引》、 《打击洗钱及恐怖分子资金筹集指引》，以及两项指引的咨询总结。两套指引于2025年8月1日刊宪。香 港金管局同时发布与发牌制度及申请程序相关的《稳定币发行人发牌制度摘要说明》，以及《原有稳定 币发行人过渡条文摘要说明》。 香港金管局表示，截至今日尚未发出任何牌照。鼓励有意申请牌照的机构于2025年8月31日或之前联系 金管局，让金管局可传达监管期望并适当提供反馈。发牌将是一个持续进行的过程，如个别机构认为已 准备充分并希望尽早获得考虑，应于2025年9月30日或之前向金管局提交申请。 对于首批牌照的潜在得主，机构纷纷给出预测。民生证券分析指出，《稳定币条例》生效后，蚂蚁集 团、京东等科技巨头凭借深厚的区块链技术积累和丰富的应用场景，有望首批获香港金管局批准，进而 搭建稳定币及 RWA 相关产业链。国金证券也在其稳定币报告中推测，参与香港稳定币沙盒测试的公司 以及像蚂蚁这样具备场景的企业，大概率会成为首批牌照的获得者。 【大势展望】 投资者等 ...

Core Viewpoint - The company is engaging in a related party transaction to lease four 9,000-ton special liquid cargo ships for approximately 15 years, which aims to enhance its operational capabilities and service offerings in the shipping industry [2][5][17]. Group 1: Transaction Overview - The company’s wholly-owned subsidiary, Hainan COSCO Shipping Asphalt Transportation Co., Ltd., will lease four 9,000-ton special liquid cargo ships from a subsidiary of COSCO Shipping Development Co., Ltd. [2][4]. - The lease terms include a daily rental fee of approximately 40,250 RMB per ship for both the ordinary and ice-class vessels, with an annual rental payment of about 14.69 million RMB per ship after delivery [2][4][17]. - This related party transaction requires approval from the company's first extraordinary general meeting of 2025, with related shareholders abstaining from voting [3][7][18]. Group 2: Financial Implications - The total amount of this related party transaction exceeds 30 million RMB and accounts for more than 5% of the company's most recent audited net assets [8]. - The transaction is expected to improve the company's service capabilities for diverse cargo transportation, enhance fleet competitiveness, and optimize operational structure, thereby increasing overall profitability and shareholder returns [17][19]. Group 3: Approval Process - The transaction has been approved by the company's eighth board of directors, with related directors abstaining from the vote, and it will be submitted for shareholder approval [6][18]. - The independent board members have also reviewed the transaction, confirming that it adheres to relevant regulations and does not harm the interests of the company or its shareholders [20][21].