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][2][3] Group 1: Share Buyback Details - On December 30, 2025, the company repurchased 4.3715 million shares at a price range of HKD 13.860 to HKD 14.060, totaling HKD 61.0054 million [1] - Since October 31, 2025, the company has conducted buybacks for 41 consecutive days, acquiring a total of 123 million shares for a cumulative amount of HKD 1.696 billion [1] - The stock price has increased by 4.48% during the buyback period [1] Group 2: Year-to-Date Buyback Activity - Year-to-date, the company has completed 135 buyback transactions, acquiring a total of 518 million shares for a total expenditure of HKD 6.927 billion [1] - The stock closed at HKD 13.980 on the day of the latest buyback, reflecting a 0.50% increase [1]

Group 1 - Company announced a share buyback on December 30, 2025, costing HKD 61.05 million to repurchase 4.37 million shares at a price range of HKD 13.86 to 14.06 per share [1] - On December 29, 2025, the company spent HKD 47.90 million to buy back 3.46 million shares [1]

公司名稱： 中遠海運控股股份有限公司 呈交日期： 2025年12月30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 。 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 | 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 ...

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12月30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 | | 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 ...

Core Viewpoint - The shipping and port sector experienced a decline of 1.18% on December 30, with Antong Holdings leading the drop. The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. Group 1: Market Performance - The shipping and port sector saw a decline of 1.18% on the trading day [1]. - Antong Holdings was the biggest loser in the sector, with a closing price of 5.49, down 6.95% [2]. - The sector's main stocks showed mixed performance, with Chongqing Port rising by 1.08% to 5.61, while other stocks like Xiamen Port and Haixia Co. fell by 5.20% and 5.51%, respectively [1][2]. Group 2: Trading Volume and Capital Flow - The total trading volume for the shipping and port sector was significant, with Chongqing Port recording a volume of 400,800 shares and a transaction value of 225 million yuan [1]. - The sector experienced a net outflow of 403 million yuan from main funds, while retail investors saw a net inflow of 308 million yuan [2]. - The capital flow data indicates that major stocks like Zhongyuan Shipping and Shanghai Port had varying levels of net inflow and outflow, reflecting investor sentiment [3].

Shipping Industry - The shipping market is experiencing a seasonal downturn, with oil shipping rates under pressure due to the holiday season and geopolitical tensions affecting supply [2] - Despite entering a low season, the oil shipping demand structure is improving, suggesting a potential upward trend in rates [2] - The container shipping market is expected to face significant pressure on rates by 2026 due to ongoing trade risks and the delivery of new capacity [2] Aviation Industry - Domestic passenger flight volumes have increased slightly, with overall and domestic flights up by 1.3% and 1.5% respectively compared to the previous week [3] - The average ticket price for economy class during the upcoming New Year holiday is projected at 597 yuan, reflecting a 1.1% decrease from 2024 but a 6.7% increase from 2025 [3] - The aviation sector is expected to benefit from a recovering domestic economy, with significant potential for earnings growth as supply constraints from aircraft manufacturers persist [3] Express Delivery Industry - The "anti-involution" policy has led to price increases in the express delivery sector, with most regions in China experiencing price hikes since July [4] - The profitability of express delivery companies is expected to improve in Q4 due to these price increases, despite a decline in overall package volume growth [4] - Companies like Zhongtong and Yuantong are outperforming the market, benefiting from a reduced reliance on low-cost packages [4] Investment Recommendations - The company recommends investing in growth-oriented value stocks and cyclical stocks at low price points, including Zhongtong Express, Yuantong Express, China Eastern Airlines, and others [5]

Core Viewpoint - As of December 29, a total of 55 Hong Kong stocks have conducted share buybacks, with 9 stocks having buyback amounts exceeding 10 million HKD [1] Group 1: Buyback Activity - Tencent Holdings, Xiaomi Group-W, and China COSCO Holdings recorded the largest buyback amounts, with 636 million HKD, 151 million HKD, and 47.9 million HKD respectively [1] - A total of 264 Hong Kong stocks have engaged in share buybacks this year, with 72 stocks having cumulative buyback amounts exceeding 100 million HKD [1] Group 2: Cumulative Buyback Amounts - Tencent Holdings, HSBC Holdings, and AIA Group have the highest cumulative buyback amounts for the year, totaling 78.765 billion HKD, 30.257 billion HKD, and 17.693 billion HKD respectively [1]

Group 1 - Qi Bin, the Deputy Director of the Hong Kong Liaison Office, is reported to have returned to Beijing after only one year in office, with Zhang Yong, former Vice President of China Ocean Shipping Group, set to replace him and manage economic work, particularly the stalled sale of the Panama port by CK Hutchison Holdings [1][4] - Zhang Yong's appointment is significant as he is expected to handle the sale of 43 global ports, including the Panama port, which is a critical transaction involving the interests of the Chinese state [2][5] - Zhang Yong has a strong background in economics and international law, holding multiple advanced degrees and having participated in drafting the "14th Five-Year Plan" [2][6] Group 2 - China Ocean Shipping Group is the largest shipping enterprise in China and plays a key role in the sale of global port operations by CK Hutchison Holdings, which announced a $22.8 billion deal with a consortium led by BlackRock in March [3][7] - The transaction has attracted central government scrutiny due to its implications for national interests and security, leading to an antitrust review [3][7]

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 | 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 | | | | | | 3). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 4,500,000 | 0.1563 % | HKD | 13.71 | | | 變動日期 2025年11月4日 | | | | | | 4). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | 1,250,000 | 0.0434 % | HKD | 13.43 | | | 變動日期 2025年11月5日 | | | | | | ...

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。 ...