Core Viewpoint - The Chongqing Municipal Government has signed a strategic cooperation agreement with China COSCO Shipping Group to enhance the construction of the Western Land-Sea New Corridor and develop an inland open comprehensive hub [1] Group 1: Strategic Cooperation - The agreement aims to deepen collaboration between China COSCO Shipping Group and Chongqing in areas such as the Western Land-Sea New Corridor and the cultivation of hub economy [1] - The signing is seen as a new starting point for further practical cooperation, particularly in promoting the "Chongqing vehicles going overseas" initiative [1] Group 2: Additional Agreements - Two additional cooperation agreements were signed on the same day between Liangjiang New Area and COSCO Shipping Logistics Supply Chain Co., Ltd., as well as between Jiangjin District and COSCO Shipping Container Transport Co., Ltd. [1]

Core Viewpoint - The article emphasizes that strategic restructuring and professional integration are two core paths in the current state-owned enterprise (SOE) reform, which complement each other to optimize state capital layout and enhance core functions [1] Group 1: Strategic Restructuring and Professional Integration - Strategic restructuring focuses on core responsibilities, reducing redundant investments and homogeneous competition, and emphasizes structural optimization through cross-industry and cross-enterprise resource integration [1] - Professional integration targets niche areas, enhancing technological breakthroughs and innovation collaboration, focusing on functional reinforcement [1] Group 2: Educational Perspective - Restructuring promotes the construction of platforms for industry-education integration and innovative customized talent training, as seen in Hunan's construction company, which restructured its talent development system through property rights reform [1] - The integration of education, talent, and industry chains is facilitated, creating a comprehensive mechanism from basic research to industrialization [4] Group 3: Technological Perspective - Strategic restructuring breaks innovation barriers and promotes interdisciplinary technology integration, as demonstrated by the merger of Baosteel and Wuhan Steel, which enhanced R&D investment intensity and achieved breakthroughs in high-end steel and smart manufacturing [3] - Professional integration is crucial for overcoming "bottleneck" technologies, as exemplified by China Railway's consolidation of R&D resources, leading to advancements in high-speed rail technology [3] Group 4: Innovation Ecosystem Construction - Restructuring fosters collaborative innovation mechanisms by breaking down departmental barriers, ensuring effective alignment between research and industrial needs [4] - The integration of resources across the entire industry chain, as seen in China Shipbuilding Group, has led to significant technological advancements in LNG transport and large cruise ships [4] Group 5: Digital Transformation Empowerment - Restructuring supports the intelligent transformation of traditional industries by optimizing production processes and resource allocation, significantly enhancing production efficiency [5] - The integration of digital technologies in high-end equipment manufacturing is exemplified by China Shipbuilding Group's application of digital twins and virtual reality in ship design and operation [6] Group 6: Talent Perspective - Restructuring enhances talent structure through the aggregation of high-end talent and precise allocation of key positions, as demonstrated by China National Chemical Corporation's establishment of a talent ladder system [10] - Innovative talent incentive mechanisms are introduced, transitioning from a position-oriented to a value-creation-oriented compensation system, enhancing employee retention and growth [11] Group 7: Future Outlook - The article suggests that SOEs should further develop an open talent system, break down institutional barriers, and promote cross-enterprise talent mobility while strengthening innovation ecosystem construction [13]

该行指出，亚太航运公司目前估值吸引，仅相当于预测2026年市账率介乎仅0.6至0.8倍，行业整体净现 金水平亦提供支撑。基于此，花旗将中远海控H股评级从"沽售"一举上调至"买入"，目标价由12.1港元 上调至15.9港元。 花旗发表研究报告指，尽管市场对集装箱航运业的投资情绪在2025年底仍偏向负面，主要受2025年上半 年需求集中以及苏伊士运河终于通行恢复的影响，但花旗对亚太地区航运公司的风险回报前景持正面态 度。花旗认为，随着2026年上半年西方经济体受库存补充需求及供应受管理推动，运费有望上涨。 ...

Core Viewpoint - The shipping sector is experiencing a downturn, with major companies like Orient Overseas International, Seaspan Corporation, and China COSCO Shipping Corporation seeing declines in their stock prices due to the anticipated impact of increased shipping capacity and falling freight rates following the resumption of routes through the Red Sea and Suez Canal by Maersk [1] Group 1: Market Reactions - Orient Overseas International (00316) shares fell by 3.72%, trading at 121.7 HKD [1] - Seaspan Corporation (01308) shares decreased by 2.93%, trading at 26.5 HKD [1] - China COSCO Shipping Corporation (601919) (01919) shares dropped by 2.77%, trading at 13.34 HKD [1] Group 2: Industry Developments - Maersk announced on January 15 that it will resume navigation through the Red Sea and Suez Canal as the security situation in the region stabilizes, marking a significant step towards normalcy in the shipping industry after two years of disruptions caused by Houthi attacks [1] - The return of vessels to the shorter Suez route is expected to increase shipping capacity by 7% to 8%, leading to downward pressure on freight rates [1] Group 3: Freight Rate Predictions - HSBC Global Research forecasts that freight rates could decline by 9% to 16% this year, assuming that disruptions in Red Sea shipping continue at least until mid-year [1] - The research indicates that there are downward risks to the current freight rate predictions [1]

Core Viewpoint - COSCO Shipping Holdings is steadily enhancing its fleet capacity by signing multiple shipbuilding agreements, which will significantly increase its operational capabilities and strengthen its market position [2][3][7]. Group 1: Shipbuilding Agreements - COSCO Shipping Holdings' wholly-owned subsidiary has signed a total of twelve shipbuilding agreements for twelve 18,000 TEU LNG dual-fuel container ships, with a total transaction value of RMB 16.788 billion [2][5][6]. - Additionally, the company has signed six agreements for six 3,000 TEU container ships, amounting to a total of RMB 1.98 billion [2][7]. - In total, COSCO Shipping Holdings announced the construction of 18 vessels in one day, with a combined cost of nearly RMB 18.8 billion [3][9]. Group 2: Fleet Capacity and Market Strategy - As of the end of the reporting period, COSCO Shipping Holdings operates a fleet of 557 self-owned container ships, with a total capacity exceeding 3.4 million TEUs, maintaining a leading position in the industry [5]. - The new vessels are expected to be delivered between 2028 and 2029, with plans to deploy them on major east-west trade routes to enhance service quality and optimize cost structures [6][7]. - The 3,000 TEU ships will be utilized for regional feeder operations, providing stable capacity and improving customer service capabilities in emerging and regional markets [8]. Group 3: Share Buyback and Dividend Distribution - COSCO Shipping Holdings has conducted two rounds of A-share buybacks in 2025, with a total expenditure of RMB 1.567 billion, reflecting the company's commitment to maintaining shareholder value [4][13]. - The company plans to repurchase between 50 million to 100 million A-shares at a maximum price of RMB 14.98 per share, with a total budget of up to RMB 1.498 billion for this buyback [11]. - In 2025, COSCO Shipping Holdings announced a mid-year cash dividend distribution of approximately RMB 8.674 billion, continuing its trend of high dividend payouts [14].

（文章来源：证券日报） 证券日报网讯 1月14日，中远海控发布公告称，2025年11月5日，公司首次实施本轮回购股份，截至 2026年1月13日，本次回购期限届满，本次A股股份回购方案实施完毕。已实际回购公司A股股份55， 101，715股，占公司总股本的0.356%。 ...

MACD金叉信号形成，这些股涨势不错！ 中远海控(01919)发布公告，截至2026年1月13日，本次回购期限届满，本次A股股份回购方案实施完 毕。已实际回购公司A股股份5510.17万股，占公司截至2026年1月13日总股本的0.356%，回购最高价格 人民币14.98元/股，回购最低价格人民币14.86元/股，回购均价人民币14.97元/股，使用资金总额人民币 8.25亿元(不含交易费用)。 ...

中远海控（601919）(01919)发布公告，截至2026年1月13日，本次回购期限届满，本次A股股份回购方 案实施完毕。已实际回购公司A股股份5510.17万股，占公司截至2026年1月13日总股本的0.356%，回购 最高价格人民币14.98元/股，回购最低价格人民币14.86元/股，回购均价人民币14.97元/股，使用资金总 额人民币8.25亿元(不含交易费用)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 中遠海運控股股份有限公司 COSCO SHIPPING Holdings Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：1919） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 以中文隨附之海外監管公告乃本公司於二零二六年一月十四日在上海證券交易所 的網站( www.sse.com.cn )上以中文發佈的《中遠海運控股股份有限公司關於A股股 份回購實施結果暨股份變動的公告》。 承董事會命 中遠海運控股股份有限公司 公司秘書 肖俊光 中華人民共和國，上海 二零二六年一月十四日 於本公告日期，本公司董事為萬敏先生（董事長）、張峰先生 1 （副董事長）、 1 陶衛東先生 1 、朱濤先生 1 、徐飛攀先生 1 、馬時亨教授 2 、沈抖先生 2 及奚治月女士 2 。 1 執行董事 2 獨立非執行董事 * 僅供識別 证券代码：601919 ...

证券代码：601919 证券简称：中远海控 公告编号：2026-007 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、 回购实施情况 （一）2025 年 11 月 5 日, 公司首次实施本轮回购股份，并于 2025 年 11 月 6 日披露了首次回购股份情况，详见公司在上海证券交易所网站披露的相关公告， 1 / 3 公告编号：2025-058。 中远海运控股股份有限公司 关于 A 股股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不 ...