COSCO SHIP HOLD(601919)
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中远海控:前三季度净利润270.7亿元
Zhong Zheng Wang· 2025-10-30 13:32
Core Insights - Company reported a total revenue of 167.6 billion yuan and a net profit of 27.1 billion yuan for the first three quarters of 2025 [1] - In Q3 alone, the revenue was 58.5 billion yuan with a net profit of 9.5 billion yuan [1] Business Segments - Container shipping business generated revenue of 161.0 billion yuan with a cargo volume of 20.2 million TEUs, marking a 6.0% increase year-on-year [1] - Terminal business revenue reached 8.9 billion yuan with a total throughput of 11.3 million TEUs, reflecting a 5.6% year-on-year growth [1] Strategic Initiatives - Company emphasizes a stable yet progressive approach in a complex market, driven by technological innovation [1] - In the container shipping sector, the implementation of a dual customer service system and supply chain control tower enhances global supply chain delivery [1] - AI-driven inspection systems automate the entire process from data collection to repair quotes, significantly improving efficiency compared to traditional methods [1] Terminal Operations - The port company under the group has achieved high levels of coordination among business, processes, data, and equipment through AI technology, greatly enhancing operational efficiency [2] - The "Smart Port L4 Level Autonomous Driving Application" was recognized at the World Artificial Intelligence Conference as one of the first high-value strategic scenarios for Chinese enterprises [2] Dividend and Buyback Plans - Company announced a second round of share repurchase plan for 2025, intending to buy back between 50 million to 100 million A-shares [2] - The mid-year cash dividend distribution for 2025 has been completed, amounting to 8.7 billion yuan (including tax) [2]
韧守笃行,拓“新”致远——中远海控2025年前三季度归母净利润271亿元
Zhong Jin Zai Xian· 2025-10-30 13:15
Core Insights - The company reported a resilient performance in Q3 2025, with a net profit attributable to shareholders of RMB 95.33 billion, a 63.20% increase from Q2 2025 [1] - The container shipping market is experiencing price volatility due to external factors such as tariff policies, geopolitical uncertainties, and slowing global trade demand [1][8] - The company is focusing on digital intelligence and green low-carbon transformation to ensure high-quality development [1] Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of RMB 1,675.99 billion and an EBIT of RMB 391.64 billion [1] - The net profit for the first three quarters was RMB 270.70 billion, with Q3 net profit showing significant growth [1][2] - The company maintained a healthy financial status with a net cash flow from operating activities of RMB 399.82 billion and cash and cash equivalents of RMB 1,705.60 billion [2] Business Operations - The container shipping business generated revenue of RMB 1,610.31 billion, with an EBIT margin of 20.65% [1] - The terminal business saw a revenue increase of 12.35%, reaching RMB 89.25 billion [1] - The company is actively promoting integrated operations across container shipping, ports, and related logistics [2] Global Expansion - The company is optimizing its global layout by establishing new partnerships and enhancing its service network [3] - Key developments include the establishment of new joint ventures and the opening of new shipping routes to meet regional market demands [3] - Container throughput increased by 5.6%, with a total of 1.13 billion standard containers handled [3] Supply Chain Resilience - The company is enhancing its global digital supply chain services and solutions to improve supply chain resilience [4] - New logistics products have been launched, covering 56 countries for trucking and 24 countries for rail services [4] - Revenue from supply chain services, excluding shipping, reached RMB 328.94 billion, reflecting a 7.11% increase [4] Technological Innovation - The company is leveraging technology to optimize operations, including AI-driven systems for container inspection and smart port operations [5][6] - The implementation of electronic bill of lading services has expanded significantly, with over 680,000 bills issued [6] Green Transformation - The company is making strides in green initiatives, including the launch of methanol dual-fuel container ships and the establishment of green shipping corridors [7] - Several terminals have been recognized as four-star green ports, showcasing the company's commitment to sustainable practices [7] Future Outlook - The container shipping industry faces ongoing challenges from geopolitical instability and trade uncertainties [8] - The company aims to enhance its core competitiveness and operational resilience while advancing its digital supply chain and green transformation initiatives [8]
中远海控:2025Q3归母净利润环比增长63.20%,以经营韧性应对行业波动
Quan Jing Wang· 2025-10-30 13:04
10月30日晚,中远海控(SH.601919;HK.01919)发布三季度报告显示,公司前三季度实现营业收入1675.99 亿元,归属于上市公司股东的净利润270.70亿元。其中第三季度净利润95.33亿元,环比增长63.20%, 经营韧性在行业运价波动中凸显。 中远海控保持财务结构稳健,持续性股东回报能力进一步强化。截至三季度末,公司资产负债率 43.46%,现金及等价物达1705.60亿元,经营活动现金流净额399.82亿元,前三季度投资收益和利息收 入87.02亿元。已于近期完成中期派息86.74亿元,并启动第二轮A+H股回购计划,彰显公司对长期价值 的信心。 未来,中远海控将锚定"全球数字化供应链运营和投资平台"定位,通过成本精益化、数智化升级及绿色 转型,持续强化可持续发展能力和全球数字化供应链竞争力,为客户与股东创造更大价值。 报告期内,集装箱航运与码头业务双轮驱动,实现协同增长。集装箱航运业务收入1610.31亿元,息税 前利润率20.65%;码头业务收入89.25亿元,同比增长12.35%。全球网络布局持续优化,中亚、东南亚市 场实现突破,泰国林查班码头完成交割,新开辟东南亚-南亚直航航线、加 ...
中远海控:前三季度实现净利逾270亿元
Xin Hua Cai Jing· 2025-10-30 12:44
Core Viewpoint - COSCO Shipping Holdings Co., Ltd. reported strong financial performance for the first three quarters of 2025, with significant growth in net profit and container shipping revenue, while also emphasizing the challenges posed by geopolitical instability and market uncertainties [1][2]. Financial Performance - For the first three quarters, COSCO Shipping achieved a revenue of CNY 167.599 billion, with an EBIT of CNY 39.164 billion and a total profit of CNY 36.895 billion. The net profit attributable to shareholders was CNY 27.070 billion [1]. - In Q3 alone, the net profit attributable to shareholders reached CNY 9.533 billion, representing a 63.20% increase compared to Q2 [1]. Business Segments - The container shipping business generated revenue of CNY 161.031 billion, with an EBIT margin of 20.65%. The terminal business reported revenue of CNY 8.925 billion, marking a year-on-year growth of 12.35% [1]. - The total container throughput for the first three quarters was 11.3 million TEUs, reflecting a year-on-year increase of 5.6% [2]. Strategic Developments - The establishment of COSCO Shipping's Central Asia subsidiary aims to enhance the Asia-Europe trade corridor. Additionally, joint ventures in smart supply chain platforms were launched to strengthen regional supply chain hubs [2]. - New shipping routes were introduced, including direct services from Southeast Asia to South Asia and enhanced connections to North America and Latin America, aligning with global supply chain restructuring trends [2]. Future Outlook - The company anticipates ongoing challenges in the container shipping industry due to geopolitical instability and economic uncertainties. It plans to focus on enhancing core competitiveness and operational resilience while advancing digital supply chain initiatives and green transformation [2].
中远海控:前三季度净利润270.7亿元,同比下降29%
Zheng Quan Shi Bao Wang· 2025-10-30 12:37
人民财讯10月30日电,中远海控(601919)10月30日发布2025年三季报,公司第三季度营业收入584.99 亿元,同比下降20.42%;净利润95.33亿元,同比下降55.14%。2025年前三季度营业收入1675.99亿元, 同比下降4.09%;净利润270.7亿元,同比下降29%。本期净利润下降主要系集装箱航运业务经营效益同 比下降。 ...
中远海控(601919) - 中远海控第七届董事会第二十三次会议决议公告


2025-10-30 12:33
中远海运控股股份有限公司 第七届董事会第二十三次会议决议公告 股票简称:中远海控 股票代码:601919 公告编号:2025-053 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 (一)审议批准了《中远海控2025年第三季度报告》的议案 表决结果:同意 9 票,反对 0 票,弃权 0 票。 本次会议前,公司第七届董事会审计委员会会议审议通过了该项 议案,并同意将其提交本次会议审议。 《中远海控 2025 年第三季度报告》通过信息披露指定媒体同步 披露。 1 (二)审议批准了关于中远海控 2026 年股东会、董事会会议计 划的议案 表决结果:同意 9 票,反对 0 票,弃权 0 票。 一、董事会会议召开情况 中远海运控股股份有限公司(以下简称"中远海控"、"公司") 第七届董事会第二十三次会议(以下简称"本次会议")于2025年10 月30日以现场及视频会议形式在上海市浦东新区滨江大道5299号会 议室召开。会议通知和议案材料等已按《公司章程》规定及时送达各 位董事审阅。应出席会议的董事9人,实际出席会议的董事9人,其中 独立 ...
中远海控(601919) - 中远海控关于维持公司A股股份回购价格上限的公告


2025-10-30 12:32
证券代码:601919 证券简称:中远海控 公告编号:2025-054 中远海运控股股份有限公司 关于维持公司 A 股股份回购价格上限的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 一、本次回购 A 股股份基本情况及实施进展 2025 年 10 月 13 日,中远海运控股股份有限公司(简称"公司") 召开第七届董事会第二十二次会议,审议通过了《关于中远海控回购 公司股份的议案》(简称"《回购方案》"),同意公司在董事会审议通 过《回购方案》之日起 3 个月内,以不超过人民币 14.98 元/股的价 格回购公司 A 股股份 5,000 万股至 1 亿股。若公司在回购期内发生资 本公积转增股本、派发股票或现金红利、股票拆细、缩股、配股等事 宜,自股价除权除息之日起,公司将按照相关规定相应调整回购价格 上限。具体内容详见公司于 2025 年 10 月 14 日在上海证券交易所网 站(www.sse.com.cn)上披露的《关于以集中竞价交易方式回购 A 股 1 本次 A 股股份回购价格上限维持人民币 14.9 ...
中远海运控股维持A股回购价格上限14.98元/股 保障回购实施
Xin Lang Cai Jing· 2025-10-30 12:12
据了解,公司近期实施了2025年中期利润分配方案。根据2024年年度股东大会授权及第七届董事会第二 十次会议决议,公司每股派发现金红利人民币0.56元(含税)。按照《回购方案》中"调整后的回购股 份价格上限=调整前的回购股份价格上限-每股现金红利"的公式,本次利润分配后,回购价格上限理论 上应调整为14.98元/股-0.56元/股=14.42元/股。 但中远海运控股指出,鉴于当前A股二级市场股票价格已超出上述除息后的回购价格上限,为保障本次 回购股份事项的顺利实施,公司决定维持原回购价格上限14.98元/股不做调整。除价格上限外,《回购 方案》的其他内容保持不变。 对公司的影响及决策程序 中远海运控股表示,维持回购价格上限是基于对公司未来业务发展及市场价值的信心,综合考虑证券市 场变化等因素后作出的决定。此举有利于推进回购股份事项的顺利实施,保障投资者利益,维护公司价 值和股东权益,增强投资者信心,促进公司股票市场价格与内在价值相匹配。公告同时强调,该安排不 会对公司财务状况、债务履行能力和未来发展产生重大不利影响。 登录新浪财经APP 搜索【信披】查看更多考评等级 中远海运控股股份有限公司(以下简称"中远海 ...
中远海控:10月30日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-30 11:42
截至发稿,中远海控市值为2305亿元。 每经头条(nbdtoutiao)——多地出现"负电价",既然卖电"不挣钱",为何电厂不愿停机? 每经AI快讯,中远海控(SH 601919,收盘价:14.88元)10月30日晚间发布公告称,公司第七届第二十 三次董事会会议于2025年10月30日在上海市浦东新区滨江大道5299号会议室召开。会议审议了《中远海 控2025年第三季度报告》等文件。 2025年1至6月份,中远海控的营业收入构成为:集装箱航运及相关业务占比96.06%,集装箱码头及相 关业务占比5.35%,内部抵销占比-1.42%。 (记者 王晓波) ...
中远海控(601919) - 2025 Q3 - 季度财报


2025-10-30 11:35
中远海运控股股份有限公司 2025 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假记载、误 导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司董事长万敏、执行董事及总经理陶卫东、总会计师潘志刚及会计机构负责人徐宏伟声明保证 季度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 1 / 20 中远海运控股股份有限公司 2025 年第三季度报告 证券代码:601919 证券简称:中远海控 中远海运控股股份有限公司 2025 年第三季度报告 释 义 | | 常用词语释义 | | | --- | --- | --- | | 公司、本公司、中远海控 | 指 | 中远海运控股股份有限公司 | | 本集团 | 指 | 中远海控及其所属公司 | | 中国远洋海运 | 指 | 中国远洋海运集团有限公司 | | 中国远洋海运集团 | 指 | 中国远洋海运及其所属公司 | | 中远海运集运 | 指 | 中远海运 ...