上海航运交易所10月31日发布的数据显示，上海出口集装箱综合运价指数为1550.70点，较上期上涨 10.5%，较9月26日的相对低位上涨近40%。上海港出口至美西和美东基本港市场运价分别上涨22.9%、 13.4%，较9月26日的相对低位分别上涨81.30%和44.15%。 中远海控相关负责人对上海证券报记者表示，集装箱运输在支持国家战略和中国先进制造业的全球布局 方面发挥着关键作用，例如东南亚、南美、中东、非洲等重要区域。 "此前，部分船舶取消在中美港口的挂靠，导致运力有所下降，但这一运量与中美之间巨大货运量相比 微不足道。"中远海控相关负责人分析称，"随着海外圣诞节和我国春节的临近，通常会出现一个出货小 高峰，促使运价上涨。然而，随着运价的上扬，运力的投放也随之增加，从而导致运价进入一个新的波 动周期。" ◎记者 陈梦娜 实习生 朱洁莹 近期，集装箱运输市场运价表现活跃，运价持续攀升。不少上市公司纷纷开辟新航线，抢占市场先机， 调整战略布局，以更好地满足货物运输需求。 业内人士一致认为，我国出口集装箱运输需求基本盘较为稳固，绝大多数航线市场呈现平稳向上态势。 展望未来，地缘政治等因素或将加剧航运市场不确 ...

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） | | --- | --- | --- | --- | --- | | 2025.11.03 | 150.00 | 13.910 | 13.560 | 2071.74 | | 2025.10.31 | 300.00 | 13.750 | 13.350 | 4070.62 | | 2025.05.27 | 617.35 | 14.820 | 14.280 | 8984.14 | | 2025.05.26 | 940.00 | 15.040 | 14.680 | 13969.25 | | 2025.05.23 | 519.00 | 15.000 | 14.800 | 7726.87 | | 2025.05.22 | 709.20 | 15.020 | 14.800 | 10564.35 | | 2025.05.21 | 557.00 | 14.900 | 14.560 | 8233.28 | | 2025.05.20 | 556.00 | 14.640 | 14.200 | 8035.93 | ...

据中国报业网报道，由国家电投集团吉电股份牵头，联合中远海运、上港集团共同投资42.9亿建设的， 国内首个贯通"绿醇生产—燃料加注—远洋航运"全链条的绿色甲醇示范项目——吉电股份梨树风光制绿 氢生物质耦合绿色甲醇项目，在吉林四平启动创优建设。此举不仅开创了央国企共建绿色液体燃料产业 链的全新模式，也为我国绿色航运提供了可复制的闭环解决方案，为培育新质生产力、落实"双碳"目标 注入强劲动力。建成后年产绿醇19.72万吨，年减排二氧化碳约30万吨，将为航运脱碳构建完整产业 链。 航运业脱碳压力巨大，绿色甲醇因其常温常压下为液体，易于储存和运输，燃烧后无硫氧化物和颗粒物 排放，且其生产原料为风光电解水制取的绿氢与生物质提供的碳源，全生命周期碳足迹大幅降低，成为 替代传统船用燃料的理想选择。 证券时报表示，此前IMO净零框架草案落地，叠加前期已落地欧洲区域性航运碳减排法规，绿色甲醇迎 来产业化应用场景。我国在全球绿醇项目储备占比高达55%，项目推进速度快，后续或将率先实现规模 化供应，绿醇产业望迎来0-1拐点。 公司方面，据证券时报表示， 复洁环保：公司在绿色甲醇方向，正重点攻关"三素协同厌氧发酵-沼气净化除杂-混合重 ...

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) | 1). | 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 | 13.57 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年10月31日 | | | | | | 2). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | | 1,500,000 | 0.0521 % | HKD | 13.81 | | | 變動日期 | 2025年11月3日 | | | | | 第 2 頁 共 7 頁 v 1.3.0 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3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章 ...

中远海控（601919）(01919)公布，2025年11月3日耗资约2071.74万港元回购150万股股份。 ...

格隆汇11月3日丨中远海控(01919.HK)公告，11月3日耗资2071.7万港元回购150万股。 ...

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3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 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 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存 ...

每经AI快讯，华源证券11月3日发布研报称，给予中远海控（601919.SH）"增持"评级。评级理由主要包 括：1）集运价格承压，码头业务稳健增长；2）新船供给压力持续，行业高集中度有望托底运价。风险 提示：红海绕行结束；贸易摩擦加剧；港口费用风险；地缘政治风险；经济波动风险。 每经头条（nbdtoutiao）——"为了孩子吃上饭，自己只能靠喝水撑着"！美政府停摆危机逼近"临界 点"，4200万人吃饭成问题 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [4] Core Views - The report highlights a significant recovery in performance for Q3 2025, with strong port business results [4] - The company is facing pressure on shipping prices due to supply-demand imbalances, but its operational advantages have mitigated the impact [6] - The report maintains a positive outlook based on the company's solid market position and expected profit recovery in the coming years [6] Financial Summary - For 2025, the company is projected to achieve a revenue of 229.72 billion yuan, with a year-on-year decrease of 1.77% [5] - The net profit attributable to shareholders is expected to be 32.34 billion yuan in 2025, reflecting a year-on-year decline of 34.13% [5] - Earnings per share (EPS) is forecasted at 2.09 yuan for 2025, down from 3.17 yuan in 2024 [5] - The company’s return on equity (ROE) is projected to be 12.89% in 2025 [5] Market Performance - The company reported a Q3 2025 revenue of 58.50 billion yuan, a year-on-year decline of 20.42%, but a quarter-on-quarter increase of 63.18% [6] - The average shipping price for the company was 7,501.09 yuan/TEU, down 26.73% year-on-year [6] - The total throughput for the company's port business in Q3 2025 was 38.98 million TEU, showing a year-on-year increase of 4.20% [6] Profitability Forecast - The company’s net profit for 2025-2027 is projected to be 32.34 billion, 24.74 billion, and 21.65 billion yuan respectively [6] - The price-to-earnings (P/E) ratios for the same period are expected to be 7.19, 9.40, and 10.74 [6]

Investment Rating - The report maintains an "Overweight" rating for the transportation industry, indicating a positive outlook compared to the overall market performance [38]. Core Insights - The report highlights that COSCO Shipping and Xiamen Xiangyu's performance exceeded expectations, suggesting a focus on opportunities in the transportation sector due to institutional underweight positions [4]. - The shipping segment shows resilience, with COSCO Shipping's Q3 performance slightly above expectations, and tanker stock performance aligning with freight rate trends [4]. - The aviation sector is experiencing a significant recovery in passenger demand, with domestic air travel reaching 210 million passengers in Q3, a year-on-year increase of 3.9% [4]. - The express delivery sector is under pressure, but the "Tongda" system is beginning to show initial effects of anti-involution strategies [4]. Summary by Sections Shipping - COSCO Shipping's Q3 net profit reached 9.533 billion yuan, a 63.2% increase from Q2, but a 55.14% decrease year-on-year [6]. - Current charter rates are at $50,000 per day, with spot rates at $120,000, indicating a potential decline in rates during the off-season [4][6]. Shipbuilding - The shipbuilding sector's performance aligns with order price trends, with historical patterns suggesting a recovery phase for the shipbuilding sector [4]. Aviation and Airports - Domestic airlines achieved profitability in Q3, with China Eastern Airlines showing the most significant improvement [4]. - International passenger volume at major airports has recovered to 92-104% of 2019 levels, driving growth in both aviation and non-aviation revenues [4]. Express Delivery - SF Express continues to invest strategically, maintaining high growth rates despite short-term margin pressures [4]. - The express delivery sector is seeing price increases in core areas, indicating potential for profit recovery in Q4 [4]. Road and Rail - Q3 saw a slowdown in highway traffic growth, while rail passenger and freight volumes continued to grow year-on-year [4]. - Recommendations include Zhejiang Huhang Highway, Anhui Expressway, and Daqin Railway, with a focus on logistics transformation benefiting freight volumes [4]. Financial Performance - Key companies in the transportation sector showed varied performance in Q3, with Xiamen Xiangyu's net profit increasing by 14.95% quarter-on-quarter and 443.17% year-on-year [6][7]. - The report emphasizes the importance of cash flow, with several companies showing significant improvements in operating cash flow [7][8].