2020-2025年1-9月中国金属集装箱产量统计图 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国金属集装箱行业市场全景调研及投资趋势研判报告》 根据国家统计局数据显示：2025年9月中国金属集装箱产量为2169万立方米，同比下降28.7%；2025年1- 9月中国金属集装箱累计产量为18496.2万立方米，累计下降11%。 上市企业：中集集团（000039）,中远海控（601919） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Points - The Greek parliament approved amendments allowing Onex to expand its operations at Elefsina Port, which is strategically located near China's largest port in Greece, Piraeus, as part of the U.S. effort to counter Chinese influence in the region [1][2] - Onex, which acquired the Elefsina shipyard in 2020, received $125 million in financing from the U.S. International Development Finance Corporation in 2023, and the new amendments will enable Onex to acquire an additional 40 hectares of land and expand into various sectors beyond shipbuilding [1][2] - The U.S. government views Elefsina Port as a critical investment opportunity due to its proximity to military bases and logistics centers, aiming to use it for transporting sensitive goods and military equipment [1][2] Industry Insights - The Elefsina Port is expected to complement rather than compete directly with Piraeus Port, which has an annual revenue of €235 million compared to Elefsina's €5 million, highlighting the significant scale difference between the two ports [4] - Piraeus Port, operated by COSCO since 2016, has become a vital hub for international trade and logistics in the Mediterranean, significantly enhancing the efficiency of trade between Central Europe and the region [4] - The U.S. is also interested in other Greek ports, such as Volos and Alexandroupolis, with the latter serving as a strategic point for competing with Russian gas supplies in the Balkans [2][3]

| 2025.01.14 | 51.15 | 11.860 | 11.700 | 602.21 | | --- | --- | --- | --- | --- | | 2025.01.13 | 530.00 | 11.880 | 11.680 | 6240.41 | （文章来源：证券时报网） 中远海控回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.11.28 | 300.00 | 13.370 | 13.220 | 3978.25 | | 2025.11.27 | 141.00 | 13.350 | 13.180 | 1870.22 | | 2025.11.26 | 300.00 | 13.460 | 13.250 | 3993.31 | | 2025.11.25 | 300.00 | 13.480 | 13.380 | 4030.37 | | 2025.11.24 | 300.00 | 13.560 | 13.410 | 4035.00 | | 2025.11. ...

本文源自：格隆汇 格隆汇11月28日丨中远海控(01919.HK)发布公告，2025年11月28日耗资3978.25万港元回购300万股，回 购价格每股13.22-13.37港元。 ...

| 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 佔有關事件前的現有已發 | | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | | | | 於下列日期開始時的結存(註1) | 2025年11月27日 | | 2,879,819,500 | | 0 | | 2,879,819,500 | | 1). 其他 (請註明) | | | | % | | | | | 見B部 | | | | | | | | | 變動日期 | 2025年11月28日 | | | | | | | | 於下列日期 ...

中远海控（601919）(01919)发布公告，于2025年11月28日，该公司斥资3978.25万港元回购300万股股 份，每股回购价13.22-13.37港元。 ...

智通财经APP讯，中远海控(01919)发布公告，于2025年11月28日，该公司斥资3978.25万港元回购300万 股股份，每股回购价13.22-13.37港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2025年11月28日 | 13). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 3,000,000 | 0.1042 % | HKD | 13.68 | | --- | --- | --- | --- | --- | --- | | | 變動日期 2025年11月18日 | | | | | | 14). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 3,000,000 | 0.1042 % | HKD | 13.87 | | | 變動日期 2025年11月19日 | | | | | | 15). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 3,000,000 | 0.1042 % | HKD | 13.78 | | | 變動日期 2025年11月20日 | | | | | | 16). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 3,000,000 | 0.1042 % | HKD ...

Group 1: Belt and Road Initiative Impact - The Belt and Road Initiative has significantly reshaped global infrastructure and trade networks, particularly in Africa and Southeast Asia, by facilitating the construction of ports, roads, and power grids, which help countries reduce trade costs and improve logistics [1][15] - The bilateral trade between China and Greece has increased from less than $100 million in the early 1990s to $12.87 billion in 2024, showcasing the fruitful cooperation under the Belt and Road Initiative [1] - The investment by China Ocean Shipping Company in the Port of Piraeus during Greece's debt crisis exemplifies the potential for risk-taking investments to yield substantial returns, transforming the port into a key logistics hub in the Mediterranean [2][15] Group 2: Global Economic Governance Challenges - The current global economic governance system faces challenges due to geopolitical competition and economic fragmentation, with institutions like the IMF, World Bank, and WTO still being essential but showing varying effectiveness [3][5] - Proposed reforms for global governance include enhancing the trade system through flexible mechanisms, improving financial architecture to increase funding leverage, and establishing interoperability standards for digital currencies [4][7] - The need for a shift from a "loan and supervision" model to a more integrative role for the IMF in a multipolar currency system is emphasized, focusing on transparency and coordination among emerging economies [14] Group 3: Dollar Dominance and Future Trends - The dominance of the US dollar is experiencing marginal erosion, but a true "de-dollarization" has not yet occurred, as the dollar remains the anchor currency for global trade and finance [10] - Three conditions are necessary to undermine dollar hegemony: loss of confidence in US financial stability, excessive use of sanctions leading to alternative systems, and the emergence of deep liquidity markets as viable alternatives [10][12] - The future international monetary system may become more fragmented, with a core of dollar dominance alongside multiple currencies, driven by technological advancements and digital currencies [13][14]

Summary of Key Points Core Viewpoint - China COSCO Shipping Holdings has been actively repurchasing its shares, indicating a strong commitment to enhancing shareholder value and confidence in its stock performance [1]. Group 1: Share Buyback Activity - On November 27, 2025, China COSCO repurchased 1.41 million shares at a price range of HKD 13.180 to HKD 13.350, totaling HKD 18.70 million [1]. - The stock closed at HKD 13.310 on the same day, reflecting a 0.45% increase, with a total trading volume of HKD 194 million [1]. - Since October 31, 2025, the company has conducted buybacks for 20 consecutive days, acquiring a total of 53.60 million shares for a cumulative amount of HKD 740 million [1]. Group 2: Year-to-Date Buyback Performance - Year-to-date, China COSCO has executed 111 buybacks, totaling 443 million shares and an aggregate buyback amount of HKD 5.895 billion [1]. - The stock has experienced a cumulative decline of 0.52% during the buyback period since October 31, 2025 [1]. Group 3: Detailed Buyback Data - A detailed table of buyback activities shows various dates, share quantities, highest and lowest repurchase prices, and total amounts spent [1][2]. - The highest recorded buyback price was HKD 15.040 on May 26, 2025, with the largest single buyback volume of 940,000 shares [2].