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） 中華人民共和國，上海 二零二六年二月九日 （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。 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 以中文隨附之海外監管公告乃本公司於二零二六年二月九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股票期權 激勵計劃限制行權期間的提示性公告》。 承董事會命 中遠海運控股股份有限公司 公司秘書 肖俊光 中远海运控股股份有限公司 ...

中远海运控股股份有限公司（以下简称"公司"）股票期权激励 计划首次授予期权第三个行权期为 2023 年 6 月 5 日至 2026 年 6 月 2 日，预留授予期权第三个行权期为 2024 年 5 月 29 日至 2027 年 5 月 28 日。 根据公司《股票期权激励计划（二次修订稿）》和中国证券登记 结算有限责任公司上海分公司关于股票期权自主行权的相关规定，结 合公司 2025 年年度报告、2026 年第一季度报告披露计划等安排，公 司股票期权激励计划本次限制行权期间为： 1、2026 年 2 月 13 日（周五）至 2026 年 3 月 18 日（周三）， 在此期间全部激励对象限制行权；2026 年 3 月 19 日（周四）将恢复 行权。 2、2026 年 4 月 20 日（周一）至 2026 年 4 月 29 日（周三）， 在此期间全部激励对象限制行权；2026 年 4 月 30 日（周四）将恢复 行权。 特此公告。 中远海运控股股份有限公司董事会 证券代码：601919 证券简称：中远海控 公告编号：2026-008 中远海运控股股份有限公司 关于股票期权激励计划限制行权期间的提示性公告 本公司董事 ...

Group 1 - JPMorgan Chase & Co. increased its stake in China COSCO Shipping Holdings Co., Ltd. (stock code: 01919.HK) by acquiring 8,863,343 shares at an average price of HKD 13.8328 per share, totaling approximately HKD 123 million [1] - Following this acquisition, JPMorgan's total holdings in the company rose to 150,113,241 shares, increasing its ownership percentage from 4.90% to 5.21% [1]

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: 2026年1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: 2026年2月3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 | | 2. 股份分類 ...

公司名稱: 中遠海運控股股份有限公司 呈交日期: 2026年2月3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 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

证券日报网讯1月29日，中远海控（601919）在互动平台回答投资者提问时表示，公司主要依托全球航 线网络开展业务，欧洲是公司重要的海外市场之一。根据公司2025年第三季度报告披露的数据，公司亚 欧航线(包括地中海)1至9月实现航线收入约304亿元人民币，约占公司航线收入比为20%。 ...

Core Viewpoint - The shipping industry has not yet passed its worst period, with excess supply and the reopening of the Red Sea route likely leading to EBIT losses in 2026 [1] Group 1: Industry Outlook - Bank of America Securities predicts that the first half of 2026 will be negatively impacted by a significant increase in vessel supply [1] - The second half of 2026 is expected to face increasing pressure from the anticipated reopening of the Red Sea route [1] - The expected losses will likely lead shipping companies to reduce shareholder returns in 2026 to preserve cash during the downturn [1] Group 2: Company Ratings - The bank maintains a "underperform" rating for COSCO Shipping Holdings (601919), Orient Overseas International (00316), and Evergreen Marine (2603.TW) [1] - A "neutral" rating is maintained for Japanese shipping companies due to current valuations being above historical lows [1] Group 3: Risks and Monitoring - Close attention is required regarding negative news related to the restoration of the Red Sea route [1] - There is a risk of further declines in spot freight rates as port congestion eases and seasonal factors diminish [1]

Group 1 - The core viewpoint of the article is that the container shipping industry has not yet passed its worst period, with excess supply and the reopening of the Red Sea route likely leading to EBIT losses in 2026 [1] - Bank of America Securities predicts that the first half of 2026 will be negatively impacted by a significant increase in vessel supply, while the second half will face increasing pressure from the prospects of the Red Sea reopening [1] - The anticipated losses are expected to prompt container shipping companies to reduce shareholder returns in 2026 to preserve cash during the downturn [1] Group 2 - The bank maintains a "underperform" rating on COSCO Shipping Holdings (01919), Orient Overseas International (00316), and Evergreen Marine (2603.TW), while holding a "neutral" rating on Japanese shipping companies due to current valuations being above historical lows [1] - There is a need to closely monitor negative news regarding the restoration of the Red Sea route, as well as the risk of further declines in spot freight rates due to easing port congestion and seasonal factors [1]

Core Viewpoint - The container shipping industry has not yet passed its worst period, with excess supply and the reopening of the Red Sea route likely leading to EBIT losses in 2026 [1] Group 1: Industry Outlook - Bank of America Securities predicts that the first half of 2026 will be heavily impacted by a significant increase in vessel supply [1] - The second half of 2026 is expected to face increasing pressure from the anticipated reopening of the Red Sea route [1] - The expected losses will likely lead container shipping companies to reduce shareholder returns in 2026 to preserve cash during the downturn [1] Group 2: Company Ratings - The bank maintains an "underperform" rating for COSCO Shipping Holdings, Orient Overseas, and Evergreen Marine [1] - A "neutral" rating is maintained for Japanese shipping companies due to current valuations being above historical lows [1] Group 3: Risks and Considerations - Close attention is required regarding negative news related to the restoration of the Red Sea route [1] - There is a risk of further declines in spot freight rates as port congestion eases and seasonal factors diminish [1]

Core Viewpoint - Citigroup has upgraded the rating of China COSCO Shipping Holdings (01919) from "Sell" to "Buy," raising the target price from HKD 12.1 to HKD 15.9, despite negative investment sentiment in the container shipping industry expected until the end of 2025 [6]. Group 1: Company Analysis - The upgrade reflects a positive outlook on the risk-return profile for shipping companies in the Asia-Pacific region [6]. - China COSCO Shipping Holdings has a net cash per share of HKD 12, which supports its valuation [6]. Group 2: Industry Outlook - The shipping industry is expected to face negative sentiment due to concentrated demand in the first half of 2025 and the resumption of traffic through the Suez Canal [6]. - Citigroup anticipates that freight rates will rise in the first half of 2026, driven by inventory replenishment demand in Western economies and managed supply [6]. - The overall valuation of Asia-Pacific shipping companies is attractive, with forecasted price-to-book ratios ranging from 0.6 to 0.8 times [6]. - The impact of weak domestic transportation demand in China and pressure from U.S. port fees is gradually diminishing [6].