证券代码：601919 证券简称：中远海控 公告编号：2025-055 中远海运控股股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 重要内容提示： 会议召开时间：2025 年 11 月 17 日(星期一)15:00-16:00； 网 络 互 动 地 址 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com）； 会议召开方式：上证路演中心网络互动； 投资者可于 2025 年 11 月 10 日(星期一)至 11 月 14 日(星期五)16:00 前 登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 （ https://roadshow.sseinfo.com/preCallQa ） 、 通 过 公 司 邮 箱 investor@coscoshipping.com 或"中远海运控股"微信公众号后台进行提问。 中远海运控股股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日 提交披露了公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公 司 2025 年 ...

每经AI快讯，10月30日，中远海控（601919）(601919.SH)发布2025年第三季度报告，第三季度实现营 业收入584.99亿元，同比下降20.42%；归属于上市公司股东的净利润95.33亿元，同比下降55.14%。前 三季度实现营业收入1676亿元，同比下降4.09%；归属于上市公司股东的净利润270.70亿元，同比下降 29.00%。本报告期内，主要受集装箱航运市场供需关系变化影响，市场运价水平同比下降(2025年第三 季度，CCFI均值同比下降39.49%)，本集团集装箱航运业务单箱收入同比下降，经营效益同比下降。 ...

Summary of Stock Buyback Activities on October 30 Core Insights - On October 30, a total of 26 companies announced 27 stock buyback-related updates, indicating a significant activity in the market [1] Group 1: New Buyback Proposals - 16 companies disclosed stock buyback proposals for the first time, with 6 companies proposing buyback amounts exceeding 10 million [1] - The highest proposed buyback amounts were from HeMai Co., Ltd. (up to 200 million), Sanli Shi (60 million), and Minsheng Health (50.544 million) [1] Group 2: Approved Buyback Plans - 2 companies had their buyback plans approved by shareholders, with the highest proposed amounts from Dayu Biological (up to 5.596 million) and New Weiling (20,200) [1] Group 3: Buyback Implementation Progress - 2 companies reported on the implementation of their buyback plans, with the highest amounts from Guyue Longshan (186 million) and Jiayi Co. (99.0246 million) [1] Group 4: Completed Buybacks - 5 companies completed buybacks exceeding 10 million, with the highest completed amounts from Huafa Co. (310 million), Shenzhou Digital (203 million), and Ruoyu Chen (200 million) [1] - As of October 30, a total of 1711 buyback plans have been completed this year, involving 1281 companies, with 330 companies completing buybacks exceeding 100 million [1] - The leading companies in completed buyback amounts include Kweichow Moutai (6 billion), Muyuan Foods (3 billion), and COSCO Shipping Holdings (2.146 billion) [1]

Group 1 - The core transaction of China COSCO Shipping Holdings occurred on October 29, with a volume of 1.3366 million shares and a transaction value of 17.7497 million yuan, at a price of 13.28 yuan, reflecting a discount of 10.51% compared to the closing price of the day [2][3] - The buyer was CITIC Securities Co., Ltd. Xi'an Weiyang Road Securities Business Department, while the seller was CITIC Jiantou Securities Co., Ltd. Yulin Fushi Road Securities Business Department [2][3] - Over the past three months, the stock has recorded a total of two block trades, with a cumulative transaction value of 129 million yuan [2] Group 2 - The closing price of China COSCO Shipping Holdings on the day of the transaction was 14.84 yuan, with an increase of 0.54%, and a turnover rate of 0.47% [2] - The total trading volume for the day was 886 million yuan, with a net inflow of main funds amounting to 84.5578 million yuan [2] - In the last five days, the stock has increased by 2.55%, with a total net inflow of funds amounting to 88.2984 million yuan [2] Group 3 - The latest margin financing balance for the stock is 4.435 billion yuan, which has decreased by 123 million yuan over the past five days, representing a decline of 2.70% [3]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-10-29 | 中远海控 | 601919 | 13.28 1774.97 | 133.66 | 中信证券股份有限 公司西安未央路证 | 中信建投证券股份 有限公司榆林肤施 | 10月29日，中远海控大宗交易成交133.66万股，成交额1774.97万元，占当日总成交额的1.96%，成交价13.28元，较市场收盘价14.84元折价10.51%。 ...

（原标题：交通运输行业资金流出榜：招商轮船等6股净流出资金超5000万元） 沪指10月28日下跌0.22%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为综合、国防军工， 涨幅分别为2.06%、1.07%。交通运输行业位居今日涨幅榜第三。跌幅居前的行业为有色金属、美容护 理，跌幅分别为2.72%、1.51%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601326 | 秦港股份 | 10.03 | 2.91 | 17383.60 | | 000905 | 厦门港务 | 10.00 | 5.31 | 16904.03 | | 603162 | 海通发展 | 10.04 | 19.72 | 4748.78 | | 600897 | 厦门空港 | 10.00 | 3.18 | 4482.04 | | 600026 | 中远海能 | 0.41 | 1.45 | 3629.47 | | 600179 | 安通控股 | 3.07 | 2 ...

海南洋浦港首开至秘鲁钱凯港集装箱新航线 中新社海南洋浦10月28日电 (舒云行)中国远洋海运集团有限公司(简称"中远海运")旗下海南港航控股有 限公司28日发布消息，"远东—南美西"航线27日晚由海南洋浦港首航秘鲁钱凯港。 秘鲁钱凯港是南美洲西岸重要的天然良港和区域物流门户，洋浦港是海南自贸港建设的核心港口和西部 陆海新通道的重要枢纽。中远海运表示，两港直航开通后，洋浦港将依托中远海运全球航线网络，串联 起"中国国内沿海—东南亚—太平洋—南美"物流链，强化作为西部陆海新通道枢纽的辐射力。 海南港航控股有限公司有关负责人介绍，"远东—南美西"航线调整后，单向航行时间稳定在29天，将提 升海南与南美洲各国间的物流效率。海南优质罗非鱼等冷冻水产品无需再辗转，能以更短时间抵达秘 鲁、智利等市场；秘鲁牛油果、智利车厘子等特色农产品，将借助"航线直航+自贸港政策"的双重优 势，实现更低物流成本、更新鲜品质的直达供应。 海南洋浦港正加速推进"双向双枢纽"港口建设，即打造中国国内南北航线的南枢纽港和东南亚地区至北 美东行的东西航线东枢纽港，目前已基本形成覆盖中国国内沿海、辐射东南亚、贯通太平洋的航线体 系。在洋浦区域国际集装 ...

Core Insights - The shipping and port sector experienced a rise of 0.58% on October 27, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance Summary - Bohai Ferry (603167) closed at 10.37, up 4.85%, with a trading volume of 203,300 shares and a turnover of 209 million yuan [1] - China Ocean Shipping (601083) closed at 12.39, up 1.56%, with a trading volume of 143,800 shares and a turnover of 178 million yuan [1] - The overall performance of the shipping and port sector stocks showed mixed results, with some stocks experiencing declines [2] Capital Flow Analysis - The shipping and port sector saw a net outflow of 363 million yuan from institutional investors, while retail investors contributed a net inflow of 336 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors on that day [2] Individual Stock Capital Flow - China Ocean Shipping (601919) had a net inflow of 2.32 billion yuan from institutional investors, while it faced a net outflow of 1.78 billion yuan from speculative funds [3] - China Ocean Energy (600026) saw a net inflow of 30.53 million yuan from institutional investors, with a net outflow of 64.80 million yuan from retail investors [3] - The capital flow data highlights the varying levels of interest from different types of investors across the sector [3]

Summary of China Shipping and Shipbuilding Conference Call Industry Overview - **Industry**: Shipping and Shipbuilding - **Key Companies**: Hengli Heavy Industry, Yangzijiang Shipbuilding, COSCO Shipping Holdings, COSCO Shipping Energy, SITC Holdings Key Takeaways 1. New Shipbuilding Entrant and Impact - Hengli Heavy Industry (HHI) is a new entrant in the shipbuilding industry with a target of 2.3 million tons steel processing volume, potentially translating to 1.5-2x capacity compared to Yangzijiang, which holds 4-5% of global market share. This could imply a 3-4% upside to supply growth forecasts [5][9] - HHI's effective capacity will depend on production efficiency and recruitment of additional employees. The impact on newbuild ship prices is expected to be limited due to the time required for ramping up capacity and disciplined capacity expansion among other Chinese shipyards [5][6] 2. Pricing and Costs Outlook for Chinese Shipyards - Yangzijiang has observed limited further impact from USTR's port fees on China-built vessels, with a pricing gap between Korean and Chinese shipyards widening to 10%. They have regained market share for new ship orders since July and August [10][34] - Both Hengli and Yangzijiang expect stable steel prices in the medium term, which constitutes a significant portion of their operating costs [10][34] 3. Shipping Sub-segments and New Ship Orders Outlook - Positive outlook for tankers, with COSCO Energy expecting elevated freight rates driven by trade rerouting and low supply growth. The management sees improving supply-demand dynamics for crude tankers over the next two years [10][43] - Conservative outlook for container shipping, product tankers, and LNG carriers due to massive new ship deliveries. However, COSCO Shipping Holdings has fully booked slots for upcoming months on major routes, which may support spot rate hikes [10][39] - Rising new ship orders are anticipated for tankers and large-size bulkers, while container and LNGC new ship orders are expected to face pressure in the medium term [10][39] 4. Financial Performance and Projections - HHI reported a gross margin of 21% in 1H25, up from 10% in 1H24, with a net profit guidance of Rmb1.1 billion, Rmb1.6 billion, and Rmb2.1 billion for 2025-2027 [18] - Yangzijiang's management confirmed that most ships under construction are based on contracts signed in 2023, with no new builds from 2024 yet, indicating a favorable product mix [10][34] 5. Strategic Developments - HHI plans to ramp up its workforce from 40-50k to 60k to achieve its capacity target of delivering 80 ships annually [12] - Yangzijiang is set to increase its capacity by 20% with the opening of the Hongyuan Shipyard in 2H2026 [34] 6. Market Dynamics and Competitive Landscape - The merger of China State Shipbuilding Corporation (CSSC) and China Shipbuilding Industry Corporation aims to enhance order bidding coordination among subsidiaries [38] - The management of CSSC noted that the longer orderbook backlog is affecting new ship order shares, with a focus on environmental requirements driving future orders [38] 7. Risks and Challenges - Key risks include higher-than-expected steel prices, stricter USTR regulations, and potential declines in average selling prices [51][52] - The management expressed concerns about the sustainability of elevated freight rates in the container shipping sector due to massive new ship deliveries [46] Conclusion The shipping and shipbuilding industry in China is experiencing significant changes with new entrants like Hengli Heavy Industry, stable pricing outlooks, and varying projections across different shipping sub-segments. The competitive landscape is evolving with strategic mergers and capacity expansions, while risks related to pricing and regulatory challenges remain pertinent.

每经AI快讯，Wind数据显示，10月27日，1家公司共发布1个股票回购相关进展。其中，1家公司首次披 露股票回购预案。 从首次披露回购预案来看，天地数码回购预案金额最高，拟回购不超17.81万元。 截至10月27日，今年以来已有1676个回购方案已实施完毕，涉及1260家公司，其中320家公司已完成回 购金额超亿元。其中贵州茅台、牧原股份、中远海控回购金额居前，分别已完成回购60.00亿元、30.01 亿元、21.46亿元。 （文章来源：每日经济新闻） ...