【导读】A股三大股指集体低开，港口航运、存储芯片走强；开盘1分钟，鹏辉能源（300438）录得20cm涨停 大家好，基金君和你一起关注今天早盘的市场行情。 10月30日，A股三大股指集体低开。 截至记者发稿，沪深两市成交额突破5000亿元。 从板块看，港口航运、存储芯片板块领涨，通信设备、贵金属板块领跌。 鹏辉能源录得20cm涨停 10月30日，钠离子电池概念板块上涨，开盘1分钟，鹏辉能源录得20cm涨停。 欣旺达（300207）涨幅超11%，多氟多（002407）、派能科技、华阳股份（600348）等个股跟涨。 另外，中韩自贸区板块活跃。个股方面，朗姿股份（002612）涨停，华光源海、ST新华锦（600735）、青岛金王（002094）跟涨。 消息面上，中国与东盟签署自贸区3.0版升级议定书，全面拓展新兴领域互利合作，新增数字经济、绿色经济等5个领域，促进区域贸易便利 化及包容发展。 同时，国家外汇管理局10月29日发布支持外贸稳定发展一揽子便利化政策，从推动便利化政策优化扩围、支持贸易新业态等创新业务健康发 展、提升服务贸易企业资金使用效率三个方面推出9项政策措施，进一步便利市场经营主体办理跨境贸易业务 ...

2025年10月30日，招商轮船(601872.SH)发布2025年三季报。 公司摊薄每股收益为0.41元，在已披露的同业公司中排名第5，较去年同报告期摊薄每股收益基本持 平，同比较去年同期持平。 公司最新总资产周转率为0.26次，在已披露的同业公司中排名第11，较去年同期总资产周转率减少0.04 次，同比较去年同期下降13.60%。最新存货周转率为10.89次，在已披露的同业公司中排名第20，较去 年同期存货周转率减少0.24次，同比较去年同期下降2.11%。 公司股东户数为8.79万户，前十大股东持股数量为60.85亿股，占总股本比例为75.36%，前十大股东持 股情况如下： 公司营业总收入为193.10亿元，在已披露的同业公司中排名第2，较去年同报告期营业总收入增加 1371.52万元，实现2年连续上涨，同比较去年同期上涨0.07%。归母净利润为33.00亿元，在已披露的同 业公司中排名第3，较去年同报告期归母净利润减少6929.14万元，同比较去年同期下降2.06%。经营活 动现金净流入为58.03亿元，在已披露的同业公司中排名第2，较去年同报告期经营活动现金净流入减少 5.99亿元，同比较去年同期下 ...

Core Viewpoint - The shipping selected index experienced a significant increase of 4.06% on October 30, indicating a positive trend in the shipping industry [1]. Company Performance - China Merchants Energy surged by 8.74%, showcasing strong performance among the index constituents [1]. - COSCO Shipping Energy rose by 5.47%, reflecting robust market conditions [1]. - China Merchants South Oil increased by 4.97%, contributing to the overall positive sentiment in the sector [1]. - COSCO Shipping Specialized Carriers saw a rise of 2.81%, indicating steady growth [1]. - Zhonggu Logistics experienced a modest increase of 0.78%, still aligning with the upward trend [1].

Group 1 - The core viewpoint of the news is that the National Petroleum and Natural Gas Index (399439) has shown a strong increase of 1.00%, driven by significant gains in constituent stocks such as Lanstone Heavy Industry (603169) up 9.98%, and China Merchants Energy Shipping (601872) up 7.81% [1] - The U.S. Energy Information Administration (EIA) reported a decrease in crude oil inventories by 6.86 million barrels last week, exceeding expectations, which contributed to the rise in oil prices [1] - Zhongyou Securities indicated that if there is a future premium on crude oil due to regional situations, it would benefit upstream assets, while improvements in demand and supply could favor midstream refining [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum (601857), China Petroleum & Chemical (600028), and China National Offshore Oil (600938), collectively accounting for 64.68% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1]

Core Viewpoint - The shipping sector showed strength in early trading, particularly in the oil transportation segment, with significant gains in stock prices for major companies [1] Group 1: Industry Performance - The shipping sector experienced a strong performance, with the oil transportation segment leading the gains [1] - The West African Marlonge/Jeno-China Ningbo (260,000MT) Very Large Crude Carrier (VLCC) freight index rose to 98.88 WS on October 29, marking a daily increase of 6.51%, a weekly increase of 10.01%, and a monthly increase of 6.68% [1] Group 2: Company Highlights - China Merchants Energy Shipping Company (招商轮船) reached its daily limit up, indicating strong investor interest [1] - Other companies in the sector, including COSCO Shipping Energy Transportation (中远海能), China Merchants Jinling Shipyard (招商南油), COSCO Shipping Specialized Carriers (中远海特), and Air China Ocean Shipping (国航远洋), also saw their stock prices rise [1]

港口航运板块盘初拉升，招商轮船触及涨停，中远海能涨超7%，招商南油、中远海特、凤凰航运跟 涨。 ...

格隆汇10月29日丨招商轮船(601872.SH)发布三季报，2025年前三季度实现营业总收入193.1亿元，同比 增长0.07%；归属母公司股东净利润33亿元，同比下降2.06%；基本每股收益为0.41元。 ...

证券代码：601872 证券简称：招商轮船 公告编号：2025[055] 招商局能源运输股份有限公司 第七届董事会第二十四次会议决议公告 本公司董事会、全体董事保证本公告内容不存在虚假记载、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。 招商局能源运输股份有限公司（以下简称"公司"、"本公司" 及"招商轮船"） 2025 年 10 月 17 日以电子邮件、书面送达等方式 向公司全体董事、高级管理人员书面分别发出《公司第七届董事会第 二十四次会议通知》。2025 年 10 月 28 日，公司第七届董事会第二 十四次会议（以下简称"本次会议"）在香港本公司会议室以现场结 合视频会议方式召开。本次会议由董事长冯波鸣先生主持，应出席董 事 12 名，实际出席董事 12 名。公司董事会秘书现场出席会议，部分 高级管理人员和相关职能部门负责人列席会议。 本次会议召开的时间、地点、方式符合《公司法》等法律、行政 法规和部门规章以及《公司章程》的有关规定，合法、有效。 本次会议以投票表决方式审议通过了以下议案： 一、关于审议《公司 2025 年第三季度报告》的议案 董事会审议通过了《公司 202 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥6,725,303,177.81, representing a year-on-year increase of 10.95%[4] - Total profit for the quarter was ¥1,329,419,156.13, marking a significant increase of 32.20% compared to the same period last year[4] - Net profit attributable to shareholders was ¥1,175,319,756.09, reflecting a year-on-year growth of 34.75%[4] - The net profit excluding non-recurring gains and losses was ¥994,712,944.64, which is a 17.93% increase year-on-year[4] - Total operating revenue for the first three quarters of 2025 reached ¥19.31 billion, slightly up from ¥19.30 billion in the same period of 2024, reflecting a growth of 0.01%[28] - Net profit for the first three quarters of 2025 was ¥3.34 billion, a decrease of 2.91% compared to ¥3.44 billion in 2024[29] - The company's total profit for the first three quarters of 2025 was ¥3.81 billion, down from ¥3.97 billion in 2024, indicating a decline of 4.09%[29] - Comprehensive income for the first three quarters of 2025 was ¥2.91 billion, down from ¥3.18 billion in 2024, reflecting a decline of 8.43%[29] Assets and Liabilities - The company's total assets at the end of the reporting period amounted to ¥77,960,390,073.39, an increase of 10.40% from the end of the previous year[5] - The total assets of the company as of September 30, 2025, amounted to 77.96 billion RMB, an increase from 70.62 billion RMB at the end of 2024[25] - The company's total liabilities increased to 36.44 billion RMB as of September 30, 2025, compared to 29.77 billion RMB at the end of 2024[26] Shareholder Information - The total number of common shareholders at the end of the reporting period was 87,861[12] - The largest shareholder, China Merchants Energy Shipping Company, holds 4,399,208,563 shares, accounting for 54.48% of total shares[12] Operational Performance - The company attributed the increase in revenue to strong performance in the tanker, container, and dry bulk sectors during the quarter[10] - The decline in profit for the year-to-date was primarily due to lower freight rates in the tanker and dry bulk transportation markets[10] - The VLCC market experienced a "first suppressed then rising" trend, with the TD3C route WS index dropping to a low of 43.3 before gradually recovering in August and September[14] - The average TCE for the VLCC fleet exceeded the market average by approximately 10% in September, indicating strong operational performance[15] - The BDI index showed a quarterly increase, with Q3 averaging 1,978 points, reflecting market resilience despite lower demand growth[17] - The company’s dry bulk fleet achieved a TCE level that outperformed the market by about 4% in the first three quarters[18] Fleet and Infrastructure - The company introduced a new 9,300 CEU car carrier, the world's first using a methanol dual-fuel power system, to enhance its fleet[19] - The company completed the delivery of two 82,000 DWT Kamsarmax bulk carriers, significantly boosting its grain transport capacity[18] - The company is actively optimizing its fleet structure and energy-saving modifications, enhancing its low-carbon operations and profitability[15] - The company has optimized its fleet structure and increased the proportion of owned containers to mitigate rising costs such as charter rates and handling fees[20] Future Plans and Developments - The company is set to deliver 7 new LNG vessels in 2025, with a total of 37 LNG vessels currently under construction[22] - The company is actively building "end-to-end" capabilities and expanding its overseas network to strengthen its position in the Southeast Asian market[20] - The company has expanded its network by launching new routes to Mexico and Thailand, contributing to significant cargo volume growth in emerging markets like Southeast Asia and India[20] Cash Flow and Financial Management - The cash flow from operating activities for the year-to-date was ¥5,803,489,723.40, showing a decrease of 9.35% compared to the previous year[5] - Cash flow from operating activities generated a net amount of ¥5.80 billion in 2025, down from ¥6.40 billion in 2024, a decrease of 9.36%[33] - The net cash flow from financing activities was 807,421,519.26, a significant improvement from -637,432,422.96 in the previous period[34] - Cash and cash equivalents at the end of the period decreased to 4,345,258,368.62 from 4,025,770,559.63[34] - The total cash outflow from investing activities was 6,936,405,163.18, slightly down from 7,061,048,576.89[34] - Cash paid for the acquisition of fixed assets, intangible assets, and other long-term assets was 5,827,270,264.40, compared to 6,442,620,876.22 in the previous period[34] - Cash paid for debt repayment was 16,217,940,121.94, an increase from 8,298,269,736.15[34] - The impact of exchange rate changes on cash and cash equivalents was -36,032,486.05, contrasting with a positive impact of 5,999,449.35 in the previous period[34] - The cash inflow from investment activities was 119,904,324.19, compared to 367,348,944.21 previously[34] - The cash paid for dividends and interest was 2,162,208,468.22, down from 2,877,896,078.41[34] Research and Development - Research and development expenses decreased to ¥4.26 million in 2025 from ¥8.23 million in 2024, a reduction of 48.00%[28]

Group 1 - The shipping and port sector increased by 0.4% compared to the previous trading day, with Haixia Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] - Key stocks in the shipping and port sector showed various performance, with Haixia Co., Ltd. closing at 14.02, up 4.08%, and China Merchants Energy Shipping at 12.44, up 2.56% [1] Group 2 - The shipping and port sector experienced a net outflow of 106 million yuan from institutional investors and 140 million yuan from speculative funds, while retail investors saw a net inflow of 246 million yuan [2] - The table of fund flows indicates that China Merchants Energy Shipping had a net inflow of 505.22 million yuan from institutional investors, while Haixia Co., Ltd. had a net inflow of 135.61 million yuan from retail investors [3] - The overall market sentiment in the shipping and port sector reflects mixed investor behavior, with institutional and speculative funds withdrawing while retail investors are actively buying [2][3]