智通财经APP讯，中远海控(01919)发布公告，于2025年12月29日斥资4790.29万港元回购346万股。 ...

格隆汇12月29日丨中远海控(01919.HK)发布公告，2025年12月29日耗资4790.3万港元回购346万股，回 购价格每股13.71-13.9港元。 ...

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 | | 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12月24日 | | 2 ...

来源：牛兄弟 在香港任职一年后，祁斌返回北京，进入全国政协经济委员会。他于2024年10月31日到香港出任中联办 副主任，迄今仅仅一年时间。 祁斌现年57岁。1996年至2000年在高盛集团等美国金融机构任职。2000年4月，成为纽约Emergent Capital风险投资和对冲基金管理公司合伙人。 同年10月，祁斌加入中国证监会，历任战略发展委委员、基金监管部副主任、研究中心主任、创新业务 监管部主任、国际合作部主任等职。2016年8月，祁斌任中国投资有限责任公司副总经理，直至调任香 港。 据称，中国远洋海运集团有限公司党组成员、副总经理张勇将赴香港，任中联办副主任。张勇曾任商务 部产业损害调查局副巡视员；中央财经领导小组办公室经济二组副巡视员，经济四局副巡视员、副局 "文物大盗"徐湖平，当过兵立过功，认识不少人。 责任编辑：杨赐 来源：牛兄弟 在香港任职一年后，祁斌返回北京，进入全国政协经济委员会。他于2024年10月31日到香港出任中联办 副主任，迄今仅仅一年时间。 祁斌现年57岁。1996年至2000年在高盛集团等美国金融机构任职。2000年4月，成为纽约Emergent Capital风险投资和对冲 ...

Core Viewpoint - China COSCO Shipping Holdings (中远海控) is enhancing its logistics capabilities in Hainan, leveraging its established shipping routes and digital supply chain services to capitalize on the opportunities presented by the Hainan Free Trade Port's operational changes. Group 1: Business Operations - The company has launched 25 container shipping routes connecting Haikou and Yangpu ports, facilitating transportation between domestic coastal areas and key global regions [1] - The company has integrated 14.4 million square meters of local warehousing resources into digital systems such as WMS, FOMS, and CBS, achieving operational visibility and transparency [1] - The company has over 1,000 trucks available for local distribution, ensuring an annual capacity of approximately 600,000 TEUs [1] Group 2: Market Impact - The full closure of Hainan's Free Trade Port will allow for more convenient and free movement of goods, enhancing connections with global markets [1] - The existing network of shipping routes, warehousing facilities, and truck resources will better accommodate potential increases in cargo volume, strengthening regional service capabilities [1] - The company's digital supply chain services align with the demand for efficient and transparent logistics models post-closure, improving its competitive position in Hainan and surrounding areas [1]

Core Viewpoint - The shipping and port sector experienced a slight increase of 0.27% on December 26, with Antong Holdings leading the gains, while the overall market indices showed modest growth [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up by 0.1% [1]. - The Shenzhen Component Index closed at 13603.89, up by 0.54% [1]. - Antong Holdings saw a significant increase of 10.08%, closing at 6.55 [1]. Group 2: Individual Stock Performance - The top gainers included: - Antong Holdings: 10.08% increase, closing at 6.55 with a trading volume of 5.95 million shares and a turnover of 3.744 billion [1]. - Haixia Co.: 4.96% increase, closing at 13.13 with a turnover of 1.781 billion [1]. - Beibu Gulf Port: 2.46% increase, closing at 10.42 with a turnover of 1.428 billion [1]. - The top losers included: - Nanjing Port: 1.57% decrease, closing at 10.05 with a turnover of 134 million [2]. - Xingtong Co.: 1.35% decrease, closing at 16.03 with a turnover of 146 million [2]. - Phoenix Shipping: 0.98% decrease, closing at 5.07 with a turnover of 128 million [2]. Group 3: Capital Flow - The shipping and port sector saw a net outflow of 783 million from institutional investors, while retail investors contributed a net inflow of 504 million [2]. - The sector experienced a net inflow of 279 million from speculative funds [2]. Group 4: Detailed Capital Flow by Stock - Haixia Co. had a net inflow of 94.13 million from institutional investors, but a net outflow of 58.56 million from speculative funds [3]. - China Merchants Port had a net inflow of 7.44 million from institutional investors, with a net outflow of 9.02 million from retail investors [3]. - Qin Port Co. had a net inflow of 1.52 million from institutional investors, while retail investors saw a net inflow of 140.13 million [3].

Group 1: Core Insights - The report highlights a positive outlook for the tanker and bulk shipping sectors in 2026, with a relatively favorable supply-demand balance for medium and large vessels, indicating potential for significant seasonal elasticity [1] - The shipping sector has shown relative outperformance against the transportation index, although it remains weaker than the CSI 300 index, with the shipping index rising by 8.8% year-to-date compared to a 16.1% increase in the CSI 300 [5][11] - The report emphasizes the impact of geopolitical factors and tariff policies on shipping performance, noting significant fluctuations in freight rates due to trade tensions, particularly between the US and China [11] Group 2: Container Shipping - In 2025, container shipping faced notable impacts from tariff policies, leading to a significant drop in cargo volumes on US-China routes, with a temporary surge in freight rates due to a "rush to ship" phenomenon [21] - The demand for container shipping remains resilient, with a year-on-year export growth of 5.4% in China for the first eleven months of 2025, despite challenges from tariff adjustments [25][30] - Supply forecasts indicate a steady increase in container fleet capacity, with expected growth rates of 4.7% and 6.4% for 2026 and 2027, respectively, while the demand growth is projected at 2.4% and 3.0% for the same years [49][55] Group 3: Oil Shipping - The oil shipping sector is expected to maintain a favorable supply-demand balance in 2026, driven by multiple positive factors, including increased production from the Middle East and rising demand for oil imports from Asia [60] - The report notes a significant increase in global oil exports starting from September 2025, with major oil-producing countries ramping up their output, contributing to a supply-demand imbalance that supports rising freight rates [63] - VLCC (Very Large Crude Carrier) rates have shown a substantial increase, with rates reaching $110,000 per day by December 2025, reflecting the strong demand and supply constraints in the oil shipping market [60][61] Group 4: Dry Bulk Shipping - The dry bulk shipping market is experiencing a recovery in the second half of 2025, with increased demand for iron ore and grain transportation, leading to a positive outlook for 2026 [60] - The report forecasts a growth rate of 0.9% and 0.7% for dry bulk shipping volumes in 2026 and 2027, respectively, driven by the demand for iron ore and grain [60] - Supply constraints are anticipated, particularly for Capesize vessels, with limited growth expected in their capacity, which may support freight rate increases in the upcoming years [60][55]

Core Insights - The 2026 China International Service Trade Fair (CIFTIS) is scheduled to take place from September 9 to 13, 2026, at Shougang Park, with participation from over 10 countries and international organizations, including Norway and the World Intellectual Property Organization [1][2] - The fair will feature nearly 100 Fortune 500 companies and industry leaders, such as AstraZeneca, Eli Lilly, and Siemens, expressing intent to exhibit [1] - CIFTIS has successfully hosted 12 editions, attracting 1.47 million exhibitors and visitors from nearly 200 countries and regions [1] Group 1 - The 2026 CIFTIS will continue to host a high-profile Global Service Trade Summit, inviting foreign dignitaries, international organization leaders, and CEOs of multinational companies to speak [1] - The event will also include forums and meetings to facilitate discussions, consensus-building, and result announcements among various sectors [1] Group 2 - The fair will invite various parties to set up exhibitions and hold meetings, continuing to establish guest countries and provinces, and inviting international organizations and leading enterprises to showcase their strengths [2] - Specialized exhibitions will focus on key service trade areas such as financial services, cultural tourism, education, and sports, highlighting industry trends and showcasing new technologies and applications [2] - A new "Overseas Zone" and a small and medium-sized enterprise exhibition area will be introduced, showcasing China's foreign trade, particularly in service and technology exports [2]

中远海控（01919）发布公告，于2025年12月24日，该公司斥资2722.51万港元回购196万股。 来源：新浪港股 ...

Group 1 - The shipping and port sector increased by 0.39% on December 25, with Chongqing Port leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Key stocks in the shipping and port sector showed significant price increases, with Chongqing Port rising by 10.02% to a closing price of 5.82 [1] Group 2 - The shipping and port sector experienced a net outflow of 380 million yuan from main funds, while retail investors saw a net inflow of 279 million yuan [2] - The trading volume and turnover for key stocks varied, with An Tong Holdings seeing a closing price of 5.95 and a trading volume of 1.662 million shares [2] - The net inflow of funds for Chongqing Port was negative at -39.11 million yuan, indicating a shift in investor sentiment despite its price increase [3]