Company Summary - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced on November 4 that it has not yet initiated its A-share stock repurchase plan, which will be implemented based on market conditions by October 31, 2025 [1] - For the first half of 2025, the company's revenue composition is as follows: container shipping and related businesses account for 96.06%, container terminal and related businesses account for 5.35%, and internal offsets account for -1.42% [1] - As of the report date, the market capitalization of China COSCO Shipping is 232.8 billion yuan [1] Industry Summary - A significant increase in overseas orders has been reported, with a surge of 246%, covering over 50 countries and regions [1] - Industry leaders have warned of potential issues, indicating that some companies are selling at a loss, raising concerns about the risk of vicious competition extending to overseas markets [1]

证券代码：601919 证券简称：中远海控 公告编号：2025-057 中远海运控股股份有限公司 注：预计回购金额依照回购价格上限测算，实际回购金额以后续实施情况为准。 一、回购股份的基本情况 2025 年 10 月 13 日，中远海运控股股份有限公司（以下简称"中远海控"、 "公司"）召开第七届董事会第二十二次会议，审议通过《关于中远海控回购公司 股份的议案》，具体内容详见公司于 2025 年 10 月 14 日披露的《中远海控关于以 集中竞价交易方式回购 A 股股份方案公告暨回购报告书》（公告编号：2025-049）。 2025 年 10 月 30 日，公司召开第七届董事会第二十三次会议，审议通过了《关 于维持公司 A 股股份回购价格上限不做调整的议案》，具体内容详见公司于 2025 年 10 月 31 日披露的《关于维持公司 A 股股份回购价格上限的公告》（公告编号： 2025-54）。 二、回购股份的进展情况 截至 2025 年 10 月 31 日，公司暂未开展 A 股股票回购，公司后续将根据市 场情况择机实施本次回购计划。 关于以集中竞价交易方式回购 A 股股份的进展公告 本公司董事会及全体董事保证 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運控股股份有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | ...

Core Insights - The container shipping market is experiencing a significant increase in freight rates, with companies actively opening new routes to capture market opportunities and adjust strategic layouts to meet cargo transport demands [1][2][4] Container Freight Rate Trends - Since October, container shipping prices have been rising, with the Shanghai Export Container Freight Index reaching 1550.70 points, up 10.5% from the previous period and nearly 40% from the low on September 26 [1] - Freight rates for Shanghai to the West Coast and East Coast of the U.S. have increased by 22.9% and 13.4%, respectively, compared to the low on September 26 [1][2] - The Ningbo Shipping Exchange reported a 17.4% increase in the European route freight index, with significant rises in other routes as well [2][4] Market Dynamics and Future Outlook - The upcoming holiday seasons, including Christmas and the Chinese New Year, are expected to create a small peak in shipments, further driving up freight rates [2] - However, as freight rates rise, capacity deployment is also increasing, leading to a new cycle of rate fluctuations [2][4] - Clarkson's latest forecast predicts a 3.3% growth in global container shipping volume by 2025, while capacity is expected to grow by 6.7%, indicating a potential oversupply situation that may limit future rate increases [4] Strategic Developments by Companies - COSCO Shipping has launched a new direct route from Hainan to Peru, enhancing logistics efficiency and reducing costs for local enterprises [5] - Ningbo Ocean is expanding its global route network, focusing on Southeast Asia and enhancing service quality while also advancing green and smart fleet initiatives [5][6] - China Merchants Industry is seeing robust performance on major routes and is expanding into emerging markets like Southeast Asia and India, while optimizing cost structures [6] - Hai Jie Shipping has introduced the world's first Arctic container express route, aiming to provide faster and lower-carbon logistics options for high-end manufacturing and cross-border e-commerce [6]

Core Viewpoint - China COSCO Shipping Holdings has been actively repurchasing its shares, indicating confidence in its stock value and potential for future growth [2][3]. Share Buyback Summary - On November 3, the company repurchased 1.5 million shares at a price range of HKD 13.560 to HKD 13.910, totaling HKD 20.7174 million. The stock closed at HKD 13.880, up 2.89% with a total trading volume of HKD 620 million [2]. - Since October 31, the company has conducted buybacks for two consecutive days, acquiring a total of 4.5 million shares for a cumulative amount of HKD 61.4236 million, with the stock rising 3.74% during this period [2]. - Year-to-date, the company has executed 89 buybacks, totaling 344 million shares and an aggregate buyback amount of HKD 4.468 billion [3]. Detailed Buyback Data - The buyback details include various dates, number of shares repurchased, highest and lowest prices, and total amounts spent. For instance, on October 31, 300,000 shares were bought at a maximum price of HKD 13.750, amounting to HKD 40.7062 million [3][4]. - The buyback activity reflects a strategic approach to enhance shareholder value and manage capital effectively [3][4].

Group 1 - The first domestic green methanol demonstration project, led by State Power Investment Corporation Jidian Co., Ltd., aims to create a complete industrial chain for green liquid fuel, integrating "green methanol production - fuel refueling - ocean shipping" [1] - The project, with an investment of 4.29 billion, is expected to produce 197,200 tons of green methanol annually and reduce carbon dioxide emissions by approximately 300,000 tons per year, contributing to the decarbonization of the shipping industry [1] - Green methanol is considered an ideal alternative to traditional marine fuels due to its liquid state at normal temperature and pressure, ease of storage and transportation, and significantly lower carbon footprint throughout its lifecycle [1] Group 2 - Companies like Fuzhi Environmental Protection are focusing on developing integrated technologies for green methanol production through anaerobic fermentation and gasification processes [2] - Jiaze New Energy is entering the green methanol business in collaboration with Ningxia Jiaze Group, which is expected to significantly enhance the company's growth potential [2]

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 ...

Core Viewpoint - China COSCO Shipping Holdings (中远海控) announced a share buyback plan, intending to repurchase 1.5 million shares at a cost of approximately HKD 20.7174 million on November 3, 2025 [1] Company Summary - The company plans to execute a buyback of 1.5 million shares [1] - The total expenditure for this buyback is estimated at HKD 20.7174 million [1]

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced a share buyback of 1.5 million shares at a cost of HKD 20.717 million on November 3 [1] Group 1 - The company executed a buyback program, indicating confidence in its stock value [1] - The total expenditure for the buyback was approximately HKD 20.717 million [1] - The number of shares repurchased was 1.5 million [1]

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 ...