证券代码：601872 证券简称：招商轮船 公告编号：2025[020] 招商局能源运输股份有限公司 关于新增深圳办公地址暨深圳分公司迁址公告 本公司董事会及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、准确性和完整性负个别及连 带责任。 招商局能源运输股份有限公司（下称"公司"或者"本公司"） 深圳分公司的办公地址已于近日搬迁，并将作为公司新增的深圳办公 地址。现将有关事项公告如下： | 变更事项 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | 公司办公地 | 上海市中山东一路 9 | 号轮 | 上海市中山东一路 号轮船 | 9 | | 址 | 船招商总局大楼； | | 招商总局大楼； | | | | 香港干诺道中 168-200 | 号 | 香港干诺道中 号信 168-200 | | | | 信德中心招商局大厦 | 32 | 德中心招商局大厦 楼； | 32 | | | 楼。 | | 广东省深圳市南山区招商街 | | | | | | 道五湾社区邮轮大道 5 号 | | | | | | 太子湾海纳仓（招商积余大 | | ...

招商轮船（601872）公告，2025年第一季度营收为55.95亿元，同比下降10.53%；净利润为8.65亿元， 同比下降37.07%。 ...

A股港口航运板块异动拉升，连云港涨超6%，招商轮船、中远海能、重庆港、锦江航运、青岛港跟 涨。 ...

金融界4月23日消息，A股三大指数收盘涨跌不一，中证油气产业指数 (油气产业，H30198)上涨1.05%， 报1713.36点，成交额155.36亿元。 数据统计显示，中证油气产业指数近一个月下跌6.82%，近三个月下跌4.76%，年至今下跌8.39%。 跟踪油气产业的公募基金包括：国泰中证油气产业联接A、国泰中证油气产业联接C、国泰中证油气产 业ETF。 从中证油气产业指数持仓的市场板块来看，上海证券交易所占比71.86%、深圳证券交易所占比 28.14%。 从中证油气产业指数持仓样本的行业来看，能源占比62.08%、原材料占比20.17%、工业占比14.79%、 金融占比1.86%、公用事业占比1.10%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证油气产业指数从沪深市场中选取业务涉 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603128 | 华贸物流 | 9.96 | 20.05 | 39447.45 | | 300350 | 华鹏飞 | 20.03 | 15.85 | 25078.57 | | 601008 | 连云港 | 10.07 | 15.46 | 23332.33 | | 600787 | 中储股份 | 10.08 | 7.27 | 21087.28 | | 002627 | 三峡旅游 | 10.02 | 10.80 | 9168.02 | | 002492 | 恒基达鑫 | 5.26 | 18.65 | 8859.87 | | 603117 | 万林物流 | 9.97 | 6.32 | 7354.45 | | 600119 | 长江投资 | 10.03 | 4.86 | 6394.67 | | 603535 | 嘉诚国际 | 10.01 | 6.93 | 5195.93 | | 600794 | 保税科技 | 9.92 | 1.09 | 4754.46 | ...

2024年年度股东大会 会议资料 二〇二五年四月二十九日 目 录 | 会议议案 | 4 | | --- | --- | | 议案1：关于《公司董事会2024年度工作报告》的议案 | 5 | | 议案2：关于独立董事2024年度述职报告的议案 | 9 | | 议案3：关于《公司监事会2024年度工作报告》的议案 | 10 | | 议案4：关于《公司2024年度财务决算报告》的议案 | 11 | | 议案5：关于《公司2024年度利润分配方案》的议案 | 13 | | 议案6：关于聘请毕马威华振会计师事务所为公司2025年度财务及内控审计机构的议案 | | | | 15 | | 议案7：关于公司2025年5月1日起一年内向境内外银行申请备用综合授信额度的议案16 | | | 议案8：关于向下属公司提供担保授权的议案 | 17 | | 议案9：关于授权向招商局慈善基金捐赠的议案 | 18 | | 议案10：关于2024年董事、监事、高管薪酬披露情况的议案 | 19 | | 议案11：关于授权董事会开展2025年度中期分红的议案 | 21 | | 议案12：关于选举监事的议案 | 22 | | 议案12.01：关于选 ...

证券代码：601872 证券简称：招商轮船 公告编号：2025[017] 关于重吊多用途船新船交付的公告 本公司董事会及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、准确性和完整性负个别 及连带责任。 2025 年 4 月 21 日，招商局能源运输股份有限公司（下称"公 司"）通过下属全资单船公司在扬州仪征接收了 1 艘 62,000 载重吨 的超灵便型重吊多用途船 "明融"轮。 该轮为公司 2023 年订造的 4 艘 62,000 载重吨超灵便型重吊多 用途船中的第 1 艘，为新一代节能环保型船舶，配备 3 台单吊 150 吨 的吊机。具体请参见公司 2023 年 11 月 14 日发布的《招商轮船关于 在关联方订造船舶的关联交易公告》，公告编号：2023[074]号。 "明融"轮系列船适货货种广泛，该系列船陆续交付营运，将进 一步提升公司多用途船队的规模和服务客户的实力，在全球干散货船 队日益老化、运力结构欠佳的情况下，为公司在细分市场进一步提升 承运能力和市场竞争力继续夯实基础，有利于提升公司干散货船板块 的核心竞争力和持续盈利能力。 截止本公告发布之日，公司干散货船板 ...

4月16日，招商局集团携手旗下招商轮船、招商南油、辽港股份、中国外运和招商证券等5家上市公司召 开集团沪市上市公司集体业绩说明会。招商局集团总经理石岱表示，将坚持向高攀、勇攀科技创新高 峰，向新进、加快发展新质生产力，向外拓、加大海外业务布局，积极打造"微笑曲线"和"马利克曲 线"，持续推动上市公司稳健经营、有效增长。 2024年，招商局集团旗下上市公司发展质量和效益持续提升，在沪市的5家上市公司合计实现营业收入 1698亿元、同比增长2.3%；净利润230亿元、同比增长8.8%；年度分红89亿元、同比增长33%，股东回 报能力持续增强。石岱表示，"招商系"上市公司已于2024年第四季度公告近50亿元的增持回购计划，并 于4月8日进一步公告提速实施回购股份。 "招商局坚定看好中国经济和资本市场，对旗下上市公司发展充满信心，将积极推进上市公司价值提 升、价值创造，提振投资者信心。"石岱透露，越是外部环境严峻复杂，越是要坚定信心决心、保持战 略定力，聚精会神"办好自己的事"。招商局集团高度重视、提前布局人工智能，将人工智能作为集团新 一轮高质量发展的核心引擎之一，加快推动人工智能与主营业务深度耦合，为集团业务插上 ...

Investment Rating - The report maintains an "Outperform" rating for the transportation industry [1][4][7]. Core Views - The report highlights the impact of US-China tariffs on shipping patterns, suggesting a focus on domestic demand and high-dividend sectors [1][3]. - The oil shipping market remains strong, but VLCC rates have declined due to tariff uncertainties, with potential recovery if US-China negotiations succeed [1][21]. - The air travel market is expected to stabilize in 2025, with domestic airlines showing signs of recovery in profitability [2][45]. - The express delivery sector shows resilience, with major players like SF Express and ZTO Express expected to maintain growth despite competitive pressures [3][55][59]. Summary by Sections Shipping Sector - Oil shipping rates have shown fluctuations, with VLCC rates impacted by tariff policies and global economic uncertainties [1][21]. - The report recommends companies like COSCO Shipping Energy and China Merchants Energy for their potential value amidst market volatility [1][25]. Aviation Sector - Domestic passenger flight volumes are stabilizing, with a year-on-year increase expected in 2025 [2][45]. - Major airlines like Air China and China Southern Airlines are projected to recover profitability as supply-demand gaps narrow [2][45]. Express Delivery Sector - The express delivery market is experiencing strong growth, particularly in Southeast Asia and China, with companies like SF Express and ZTO Express leading the way [3][55][59]. - The report emphasizes the importance of monitoring pricing trends in the express delivery sector due to competitive dynamics [3][59]. Investment Recommendations - The report suggests focusing on companies with stable operations and potential for steady returns, including SF Express, ZTO Express, and major airlines [3][2][45].

Core Viewpoint - The article highlights a significant increase in stock repurchase and shareholder buyback activities among A-share listed companies in response to market volatility caused by U.S. tariffs, indicating strong confidence in the Chinese market and the financial strength of these companies [1][5][10]. Summary by Sections Stock Buybacks and Shareholder Actions - Since April, numerous A-share companies have announced stock buybacks and shareholder increases, reflecting a proactive approach to market conditions [3][4]. - In 2024, over 2,100 A-share companies executed stock buybacks totaling more than 160 billion yuan, marking a historical high with a year-on-year increase of 71.1% [5][10]. - As of April 9, 2025, 684 companies had already implemented stock buybacks exceeding 30 billion yuan [5]. Confidence from State-Owned Enterprises - Major state-owned enterprises like Sinopec, China Three Gorges, and Chalco have committed to increasing their stakes in listed companies, demonstrating confidence in the long-term prospects of the Chinese economy [4]. - The China Merchants Group announced collective buyback plans for seven listed companies, emphasizing their commitment to enhancing shareholder value and market confidence [4]. Leading Companies' Initiatives - Leading firms such as CATL, Midea Group, and Kweichow Moutai have initiated new rounds of stock buybacks, with CATL planning to use 4 to 8 billion yuan for share repurchases [4]. - Midea Group intends to repurchase shares worth 1.5 to 3 billion yuan, while Kweichow Moutai aims to complete a remaining buyback of approximately 4.05 billion yuan [4]. Market Implications - The increase in buybacks and shareholder actions is seen as a positive sign for the long-term health of the capital market, enhancing liquidity and improving investor sentiment [9][10]. - The establishment of a stock buyback loan policy by the central bank in October 2024 has encouraged companies to pursue buybacks, with 430 companies disclosing plans to apply for loans totaling over 90 billion yuan [9]. Strengthening Corporate Fundamentals - The rising trend in buybacks reflects the growing financial strength of Chinese companies, as evidenced by increased cash flow and improved overall capabilities [10]. - The innovation capacity of Chinese listed companies has significantly improved, with total R&D spending rising from 585.6 billion yuan in 2018 to 1.5593 trillion yuan in 2023, indicating a strong correlation with profitability and financial strength [11].