人民财讯1月8日电，招商轮船（601872）1月8日公告，公司预计2025年度实现归属于上市公司股东的净 利润为60亿元—66亿元，同比增加17%—29%。2025年四季度实现归属于上市公司股东的净利润与上年 同期相比，预计增加9.62亿元—15.62亿元，预计增加55%—90%。公司2025年度业绩预计出现增长的主 要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同比预计增加200%—230%。2、受益于 多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置老旧船舶实现良好收益、收购安通 股份股票三季度实现公允价值变动收益(四季度开始按权益法核算)等。 ...

证券之星消息，1月8日航运港口板块较上一交易日上涨0.56%，招商轮船领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流出3.09亿元，游资资金净流出3544.58万元，散户资 金净流入3.44亿元。航运港口板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601975 招商南油 | | 1.4216 | 16.67% | -6638.73万 | -7.78% | -7585.02万 | -8.89% | | 600026 中远海能 | | 2411.87万 | 2.48% | -3703.21万 | -3.81% | 1291.35万 | 1.33% | | 601298 | 青岛港 | 2127.80万 | 14.18% | -2043.30万 | -13. ...

招商轮船公告，预计2025年度实现归属于上市公司股东的净利润为人民币60亿元到66亿元，与上年同期 相比，预计增加8.93亿元到14.93亿元，同比增加17%到29%。2025年四季度实现归属于上市公司股东的 净利润与上年同期相比，预计增加9.62亿元到15.62亿元，预计增加55%到90%。预计公司2025年度实现 归属于上市公司股东的扣除非经常性损益的净利润为人民币50.05亿元到56.05亿元，与上年同期相比， 预计增加-1000万元到5.9亿元，同比增加-0.2%到12%。2025年四季度实现归属于上市公司股东的扣除非 经常性损益的净利润与上年同期相比，预计增加3.77亿元到9.77亿元，增加22%到57%。 ...

证券代码：601872 证券简称：招商轮船 公告编号：2026[002] 招商局能源运输股份有限公司 关于AFRAMAX油轮新船交付的公告 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。 2026年1月6日，招商局能源运输股份有限公司（下称"公司"）在大连船舶重工集团有限公司（下称"大 连造船"）订造的新一代节能环保型AFRAMAX 油轮"凯仪"轮在大连交付。 公司在2023年5月19日召开的第六届董事会第二十二次会议审议通过了《关于新建2艘AFRAMAX船舶的 议案》，董事会批准公司在大连造船新建2艘新一代节能环保型 AFRAMAX 油轮。"凯仪"轮系其中的第 一艘。具体情况请见公司2023年5月20日和2023年5月27日发布的《招商轮船第六届董事会第二十二次会 议决议公告》《招商轮船关于新建AFRAMAX船舶的公告》，公告编号：2023[034]号和2023[037]号。 截至本公告发布之日，公司拥有油轮在手订单15+1艘，其中动力定位穿梭油轮1+1艘，自有VLCC 订单 5艘、长期租入VLCC订单 3艘，自有AFRAM ...

证券代码：601872 证券简称：招商轮船 公告编号：2026[002] 2026 年 1 月 7 日 2026 年 1 月 6 日，招商局能源运输股份有限公司（下称"公司"） 在大连船舶重工集团有限公司（下称"大连造船"）订造的新一代节 能环保型 AFRAMAX 油轮"凯仪"轮在大连交付。 公司在 2023 年 5 月 19 日召开的第六届董事会第二十二次会议审 议通过了《关于新建 2 艘 AFRAMAX 船舶的议案》，董事会批准公 司在大连造船新建 2 艘新一代节能环保型 AFRAMAX 油轮。"凯仪" 轮系其中的第一艘。具体情况请见公司 2023 年 5 月 20 日和 2023 年 5 月 27 日发布的《招商轮船第六届董事会第二十二次会议决议公告》 《招商轮船关于新建 AFRAMAX 船舶的公告》，公告编号：2023[034] 号和 2023[037]号。 "凯仪"轮采用最新一代节能环保型设计，配备脱硫洗涤塔。"凯 仪"轮等新一批 AFRAMAX 油轮的交付有利于显著改善公司油轮尤 其是 AFRAMAX 油轮船队结构，公司 AFRAMAX 船队的规模、服务 客户的能力、与 VLCC 船队的协同、节能 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), announced the delivery of a new generation energy-efficient and environmentally friendly AFRAMAX tanker named "Kaiyi" on January 6, 2026, from Dalian Shipbuilding Industry Company [1] Group 1: Company Orders - As of the announcement date, the company has a total of 15+1 oil tanker orders, which includes 1+1 dynamic positioning shuttle tankers, 5 self-owned VLCC orders, 3 long-term chartered VLCC orders, and 6 self-owned AFRAMAX tanker orders [1] - The self-owned AFRAMAX tankers are scheduled for delivery between 2026 and 2028 [1]

每经AI快讯，1月6日，招商轮船（601872）(601872.SH)公告称，公司在大连船舶重工集团有限公司订 造的新一代节能环保型AFRAMAX油轮"凯仪"轮于2026年1月6日交付。这是公司在2023年5月19日召开 的第六届董事会第二十二次会议审议通过的新建2艘AFRAMAX船舶项目中的第一艘。"凯仪"轮采用最 新一代节能环保型设计，配备脱硫洗涤塔，有利于改善公司油轮尤其是AFRAMAX油轮船队结构，提升 船队规模、服务客户能力、与VLCC船队的协同以及节能降碳指标。截至公告发布之日，公司拥有油轮 在手订单15+1艘，将于2026年至2028年陆续交付。 ...

Group 1 - The core viewpoint of the news is that the geopolitical situation is driving oil prices higher, with the Venezuelan oil supply being significantly disrupted, leading to a potential short-term increase in oil prices [1] - The China Securities report indicates that Venezuela's oil exports have essentially halted, creating a supply disruption in the global market, with a potential shortfall of around 1 million barrels per day [1] - The current global oil market remains in a supply surplus, with expectations that oil prices will fluctuate between $60 to $70 per barrel despite short-term upward pressure [1] Group 2 - The National Oil and Gas Index (399439) has seen a strong increase of 1.45%, with significant gains in constituent stocks such as Intercontinental Oil and Gas (600759) up 9.21% and Shanghai Petrochemical (600688) up 4.36% [1] - The top ten weighted stocks in the National Oil and Gas Index as of December 31, 2025, include major companies like China National Petroleum (601857) and China Petroleum & Chemical (600028), collectively accounting for 67.11% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2][3]

Group 1 - Lichong Group expects a net profit of 830 million to 870 million yuan for 2025, representing a year-on-year growth of 17.38% to 23.04% [1] - Shandong Zhanggu anticipates a net profit of 72 million to 80 million yuan for 2025, with a year-on-year increase of 0.65% to 11.83% [2] - Yinglian Co. forecasts a net profit of 32 million to 42 million yuan for 2025, marking a turnaround from a loss of 39.67 million yuan in the previous year [3] Group 2 - Hangya Technology announces plans for shareholders to reduce their holdings by up to 2.76% of the company's shares [4] - Guizhou Tire plans to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [5] - Laisentongling's shareholder plans to reduce their stake by no more than 1% [6] Group 3 - ST Yifei's shareholder intends to reduce their holdings by up to 1.53% [7] - Hengyi Petrochemical has fully launched the second phase of its Brunei refining project, aiming for a production capacity of 12 million tons per year [8] - Zai Sheng Technology's controlling shareholder has terminated an agreement to transfer part of the company's shares [9] Group 4 - Sry New Materials proposes a cash dividend of 0.4 yuan per 10 shares for the first three quarters of 2025 [10] - Quanyin High-Tech announces that the offer period for China Seed Group's acquisition has expired, leading to a temporary suspension of its stock [11] - Zhonggang Luonai's shareholder plans to reduce their stake by up to 1% [12] Group 5 - Nanmo Bio expects to receive a government subsidy of 5.8 million yuan for its subsidiary [13] - Beite Technology has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [14] - Qianyuan Pharmaceutical's subsidiary has obtained drug registration certificates for a new medication [15] Group 6 - Boto Integrated plans to reduce its holdings by no more than 1% [16] - Wanze Co. intends to reduce its stake by up to 1.66% [17] - Tianci Materials will halt production for maintenance on its lithium hexafluorophosphate production line starting March 1, 2026 [18] Group 7 - Haopeng Technology plans to raise up to 800 million yuan through a private placement [20] - Yisheng Co. reports a 43.32% year-on-year increase in sales revenue for its white feather broiler chicks in December 2025 [21] - Jinyu Medical proposes a cash dividend of 8.8 yuan per 10 shares for the first three quarters of 2025 [22] Group 8 - Caesar Travel's subsidiary has won a management service project for the Qingdao International Cruise Port [23] - Kelun Pharmaceutical plans to repurchase shares worth 50 million to 100 million yuan [24] - Jiangling Motors reports a 10.56% year-on-year increase in cumulative sales for 2025 [25] Group 9 - Yilian Technology plans to issue convertible bonds to raise up to 1.2 billion yuan [26] - Shaanxi Guotou A intends to participate in a capital increase for Chang'an Bank, with an amount not exceeding 800 million yuan [27] - Oupokang Vision has obtained a production license for eye drops [28] Group 10 - Shanghai Electric plans to provide management services for overseas assets of China Electric International [30] - Yingfang Micro is planning a major asset restructuring, leading to a temporary suspension of its stock [31] - Victory Energy's stock will resume trading after completing a verification process [32] Group 11 - China Merchants Industry has signed a shipbuilding agreement with Dalian Shipbuilding [33] - Kunyu Group has appointed a new chairman following a board meeting [34] - Microchip Bio's clinical trial application for a new diabetes treatment has been accepted [35] Group 12 - Hanshuo Technology has signed a sales intention agreement for smart shopping carts with Woolworths in Australia [36] - Zhongmin Energy's three photovoltaic power station projects have been included in the Fujian Province development list [37] - Penghui Energy plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [38] Group 13 - Victory Energy reports that the acquirer has deposited a guarantee for the acquisition [39] - Fangsheng Pharmaceutical proposes a special dividend of 0.15 yuan per share for 2025 [40] - Nanning Department Store has received approximately 14.28 million yuan in government subsidies since January 2025 [41] Group 14 - Jushen Co. has signed a bauxite transfer agreement with a company in Guinea [42] - ST Huluwawa has received a drug registration certificate for a new inhalation solution [43] - Zhongzhi Co. will become the controlling shareholder following a share transfer agreement [44] Group 15 - Chuangli Group has signed a strategic cooperation framework agreement with Chuanjiu Construction [45]

公司发布的三季报数据显示，前三季公司共实现营业收入193.10亿元，同比增长0.07%，实现净利润 33.00亿元，同比下降2.06%，基本每股收益为0.4100元，加权平均净资产收益率8.11%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：招商轮船最新股东户数环比下降7.40% 筹码趋向集中） 证券时报•数据宝统计，截至发稿，招商轮船收盘价为8.97元，下跌0.11%，本期筹码集中以来股价累计 上涨5.41%。具体到各交易日，3次上涨，4次下跌。 招商轮船1月5日披露，截至12月31日公司股东户数为87106户，较上期（12月20日）减少6964户，环比 降幅为7.40%。这已是该公司股东户数连续第2期下降。 ...