Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced the transfer of 2,610,063,089 A-shares (approximately 16.85% of total shares) from its parent company, China COSCO Shipping Group, to enhance resource allocation, optimize capital structure, and improve management efficiency [1] Group 1 - The transfer agreement has been signed between China COSCO Shipping Group and China COSCO Shipping Holdings [1] - After the transfer, China COSCO Shipping Group and its concerted parties will hold a total of 7,009,619,897 shares (approximately 45.25% of total shares) in China COSCO Shipping Holdings [1] - The direct controlling shareholder of China COSCO Shipping Holdings will change from China COSCO Shipping Group to China COSCO Shipping Group, but the actual controller remains the State-owned Assets Supervision and Administration Commission of the State Council [1]

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四日在上海證券交易所的 網站( www.sse.com.cn )上以中文發佈。 承董事會命 中遠海運控股股份有限公司 公司秘書 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。 肖俊光 中華人民共和國，上海 二零二六年一月四日 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 中遠海運控股股份有限公司關於控股股東無償劃轉股份暨直接控股股東變更 的提示性公告 2 中遠海運控股股份有限公司關於以集中競價交易方式回購A股股份 ...

Group 1 - The company China COSCO Shipping Holdings Co., Ltd. (中远海控) announced a share buyback program, having repurchased a total of 55.1017 million A-shares as of December 31, 2025, which represents 0.356% of the company's total share capital as of the same date [1] - The highest purchase price for the repurchased shares was RMB 14.98 per share, while the lowest was RMB 14.86 per share [1] - The total amount paid for the repurchased shares reached RMB 824,617,581.85, excluding transaction fees [1]

格隆汇1月4日丨中远海控(601919.SH)公布，截至2025年12月31日，公司本轮通过上海证券交易所交易 系统以集中竞价交易方式累计回购A股股份5510.17万股，占公司截至2025年12月31日总股本的比例为 0.356%，购买的最高价为人民币14.98元/股、最低价为人民币14.86元/股，累计已支付的总金额为人民 币824,617,581.85元(不含交易费用)。 ...

证券代码：601919 证券简称：中远海控 公告编号：2026-002 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）。 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： | 回购方案首次披露日 | 2025 年 14 | 10 | 月 | 日 | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 董 ...

证券代码：601919 证券简称：中远海控 公告编号：2026-001 中远海运控股股份有限公司 关于控股股东无偿划转股份暨直接控股股东变更的 提示性公告 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： 为提升中远海运集团总部资源配置能力，优化资本架构，提升管 理效率，中远集团将其持有的本公司2,610,063,089股A股股份（约占本 公司总股本的16.85%）无偿划转至中远海运集团。截至本公告日，中远 集团与中远海运集团已签署《关于中远海运控股股份有限公司国有股份 之无偿划转协议》。本次无偿划转完成后，中远海运集团及其一致行动人 合计持有本公司A股及H股股份7,009,619,897股（约占本公司总股本的 45.25%），中远海运集团及其一致行动人合计持有的本公司股份数量及比 例未发生变化。 本次无偿划转将导致本公司直接控股股东由中远集团变更为中远 海运集团，本公司实际控制人不会发生变化，仍为国务院国有资产监督 管理委员会。 本次无偿划转为在同一实际控制人控制的主体之间进行，不涉及 向市场增持或减持，不触及 ...

Core Viewpoint - The global container ship order backlog has reached an unprecedented level of approximately 11.3 million TEU, with 1,165 standard container ships currently under construction, and delivery schedules extending to as late as 2030 [1][3]. Group 1: Order Backlog and Delivery - The order delivery period is longer than ever, with some vessels scheduled for delivery more than four years from now [1]. - In 2025, the total new orders from global container shipping companies and independent shipowners amounted to 4.15 million TEU, resulting in a net increase of 1.94 million TEU after accounting for 2.21 million TEU delivered that year [3]. - Four major shipping companies have order backlogs exceeding 1 million TEU: MSC (2.05 million TEU), CMA CGM (1.88 million TEU), Cosco Group (1.37 million TEU), and Maersk (1.05 million TEU) [3]. Group 2: Non-Operating Owners and Fleet Management - Among non-operating shipowners, Seaspan (680,000 TEU / 55 vessels), EPS (380,000 TEU / 51 vessels), and Capital (80,000 TEU / 35 vessels) have the largest order volumes [5]. - In terms of owned/internal managed capacity, MSC leads with 650,000 TEU across 51 vessels, followed by CMA CGM (480,000 TEU / 22 vessels), Evergreen (450,000 TEU / 21 vessels), Maersk (180,000 TEU / 11 vessels), and ONE (150,000 TEU / 11 vessels) [5]. Group 3: Market Trends and Future Outlook - The first quarter of 2025 saw steady ordering activity (990,000 TEU / 82 vessels), which strengthened in the second quarter (1.05 million TEU / 128 vessels) and peaked in the third quarter (1.28 million TEU / 195 vessels), before slightly declining in the fourth quarter (820,000 TEU / 102 vessels) [6]. - Despite the large order backlog, there are indications that container ship ordering activity will slow down in 2026 due to shipyard capacity nearing saturation, record newbuilding prices, and rising concerns about structural overcapacity in the market [5].

Group 1 - As of the report date, 1494 A-share companies have implemented share buybacks in 2025, with a total amount exceeding 1392.84 billion yuan [1] - Among these, 14 companies have repurchased more than 1 billion yuan, with Midea Group leading at 115.45 billion yuan [1] - Other notable companies include Kweichow Moutai with 59.99 billion yuan and CATL with 43.87 billion yuan in buybacks [1] Group 2 - The top companies by buyback amount include: - Midea Group: 15,707.08 thousand shares, 115.45 billion yuan [1] - Kweichow Moutai: 392.76 thousand shares, 59.99 billion yuan [1] - CATL: 1,606.23 thousand shares, 43.87 billion yuan [1] - XCMG Machinery: 35,771.18 thousand shares, 30.50 billion yuan [1] - Muyuan Foods: 5,749.49 thousand shares, 25.01 billion yuan [1]

Core Viewpoint - The report from Guotai Junan indicates that the second-hand ship price index continues to rise, while new ship prices remain under pressure [1] Group 1: Second-Hand Ship Prices - The second-hand ship price index reached 189.90 points in November, reflecting a year-on-year increase of 7.12% and a month-on-month increase of 0.88% [1] - Prices for five-year and ten-year old second-hand ships increased by 0.50% and 0.71% month-on-month, respectively [1] Group 2: New Ship Prices - The global new ship price index was 184.33 points in November, showing a year-on-year decrease of 2.56% and a month-on-month decrease of 0.29% [1] - New ship prices for oil tankers and bulk carriers saw slight month-on-month increases of 0.33% and 0.26%, while container ships and gas carriers experienced declines of 0.51% and 0.26% [1] Group 3: Global Order Trends - From January to November, the total value of new global orders was $146.668 billion, a year-on-year decrease of 31.33% [2] - The new order and delivery tonnage from China decreased by 47.19% and increased by 2.13% year-on-year, respectively, with corresponding global market shares of 59% and 51% [2] Group 4: Green Ship Technology - The first domestically produced large mobile rotary sail was delivered, expected to reduce fuel consumption by approximately 10% and cut CO2 emissions by over 1,500 tons annually [4] - The first retrofit project for a rotary sail was successfully completed, marking a significant step into the high-end green ship retrofit market [4] - A new type of rotary sail developed by Shanghai Shipbuilding Equipment Research Institute received recognition from the French classification society, with fuel-saving effects ranging from 5% to 25% [4] Group 5: Cost Trends - The comprehensive price index for Chinese steel was 91.95 points, showing a year-on-year decrease of 4.79% but a month-on-month increase of 0.48% [2]

Core Viewpoint - Cosco Shipping is facing allegations from MAC Container Line regarding unreasonable billing practices and failure to meet service commitments, leading to a formal complaint filed with the Federal Maritime Commission [1] Group 1: Allegations and Complaints - MAC Container Line claims that Cosco unfairly imposed detention charges, suspended bookings, and attempted to cancel contracts without justification [1] - The logistics company is seeking damages between $700,000 and $1.2 million due to lost business and reduced margins resulting from Cosco's actions [2] - MAC alleges that Cosco forced the cancellation of 27 active bookings, leading to nearly $490,000 in losses from two customers [2] Group 2: Specific Charges and Disputes - Cosco charged MAC $157,000 in detention fees for a shipment to India, which MAC disputes as unlawful since the cargo was under government control [3] - The complaint states that once the cargo was confiscated and auctioned, Cosco had no legal basis to accrue detention charges [4] - MAC claims that Cosco retaliated against them by canceling bookings and refusing new ones following the detention dispute [4] Group 3: Contractual Issues - Cosco attempted to terminate a year-long contract with MAC just 42 days after it was initiated, but later reverted the contract term back to its original expiration date of September 30, 2026 [5]