中远海控公告称，截至2026年1月13日，公司本次A股股份回购方案实施完毕，实际回购55,101,715股， 占总股本的0.356%，回购金额8.25亿元，回购价格区间为14.86-14.98元/股。本次回购使用自有资金，不 会对公司产生重大不利影响。公司将于1月15日注销回购股份。此外，公司执行董事于2025年12月29日 自主行权，控股股东于2025年12月31日完成股份无偿划转。 ...

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (referred to as "COSCO Shipping") announced the signing of multiple shipbuilding agreements by its wholly-owned subsidiary, COSCO Asset, with a total investment of 18.768 billion yuan for the construction of 18 container ships [1] Group 1: Shipbuilding Agreements - COSCO Asset signed contracts for 12 units of 18,000 TEU LNG dual-fuel container ships with Jiangnan Shipyard and China Shipbuilding Trading, with a unit price of 1.399 billion yuan, totaling 16.788 billion yuan [1] - The new ships are expected to be delivered in batches from 2028 to 2029 and will be deployed on major east-west trade routes [1] - Additionally, COSCO Asset signed an order for 6 units of 3,000 TEU conventional fuel container ships with Zhoushan COSCO Shipping Heavy Industry, with a unit price of 330 million yuan, totaling 1.98 billion yuan, expected to be delivered between June and December 2028 [2] Group 2: Strategic Importance - The shipbuilding agreements are part of COSCO Shipping's global development strategy for its container shipping business, aimed at enhancing fleet capacity and consolidating its industry position [1] - The new vessels will optimize cost structures on relevant routes, thereby strengthening the company's core competitiveness in the traditional trunk market [1] Group 3: Financial Performance - From 2022 to 2024, COSCO Shipping achieved revenues of 391.058 billion yuan, 175.448 billion yuan, and 233.859 billion yuan, maintaining a leading position in the industry [2] - The net profit attributable to shareholders for the same period was 109.595 billion yuan, 23.86 billion yuan, and 49.1 billion yuan, demonstrating strong resilience in profitability [2] - As of September 30, 2025, the company reported a cash and cash equivalents balance of 170.56 billion yuan and a debt-to-asset ratio of 43.46%, indicating a robust financial condition [2]

Core Viewpoint - COSCO Shipping Holdings has made a significant investment of approximately 18.8 billion RMB to enhance and expand its fleet by ordering a total of 18 container ships, which includes both LNG dual-fuel and conventional fuel vessels [1][2] Group 1: Investment Details - COSCO Shipping Holdings announced the construction of 12 LNG dual-fuel container ships, each costing 1.399 billion RMB, totaling 16.788 billion RMB for this segment [1] - The new ships are expected to be delivered between 2028 and 2029 and will be utilized on major east-west trade routes, replacing older vessels to optimize cost structures and improve service quality [1] - Additionally, the company has ordered 6 conventional fuel container ships at a price of 330 million RMB each, amounting to a total of 1.98 billion RMB for this order [2] Group 2: Strategic Implications - The investment in LNG dual-fuel engines aligns with global energy-saving and sustainable development strategies, reflecting the company's commitment to environmental responsibility [1] - By increasing the average container capacity per ship, the company aims to reduce per-container costs and enhance operational efficiency [1]

Group 1 - COSCO Shipping Holdings has made a significant investment of approximately 18.8 billion RMB to upgrade and expand its fleet by ordering 18 container ships [1][2] - The company has signed contracts for 12 LNG dual-fuel container ships, each costing 1.399 billion RMB, with a total investment of 16.788 billion RMB, expected to be delivered between 2028 and 2029 [1][3] - The new vessels will replace older ships, optimize cost structures, and enhance service quality while adhering to global energy-saving and sustainable development strategies [3][4] Group 2 - The shipbuilding contracts are with Jiangnan Shipyard and China Shipbuilding Trading Company, both subsidiaries of China Shipbuilding Group [2][3] - COSCO Shipping's subsidiary, COSCO Asset, has also ordered 6 conventional fuel container ships for a total of 1.98 billion RMB, with deliveries planned for mid to late 2028 [3][4] - The funding for these investments is expected to be arranged through external financing for up to 60% of the transaction price, with the remainder covered by internal resources if necessary [5]

Core Viewpoint - Company announced the order of 18 container ships with a total investment of RMB 187.68 billion, which includes 12 LNG dual-fuel container ships and 6 conventional fuel container ships [1][4][10] Group 1: Investment Details - The company signed contracts for 12 LNG dual-fuel container ships with a unit price of RMB 13.99 billion, totaling RMB 167.88 billion, expected to be delivered between 2028 and 2029 [1][7] - The company also ordered 6 conventional fuel container ships at a unit price of RMB 3.3 billion, totaling RMB 19.8 billion, with delivery planned between June and December 2028 [4][10] Group 2: Strategic Implications - The new ships will be deployed on major east-west trade routes to enhance service quality and optimize cost structures [2][8] - The investment aligns with the company's strategy to respond to global green low-carbon initiatives and to develop a clean fuel fleet, supporting the transition to green, low-carbon, and intelligent shipping [2][8] - The addition of 3,000 TEU wide-body ships will provide stable capacity for regional operations, reduce shipping costs, and enhance customer service capabilities in emerging and regional markets [6][12]

Core Viewpoint - COSCO Shipping Holdings (601919) announced the voluntary order of twelve 18,000 TEU container ships to enhance fleet capacity and strengthen its industry position [1] Group 1: Order Details - The order is placed by a subsidiary of COSCO Shipping Holdings with Jiangnan Shipyard (Group) Co., Ltd. and China Shipbuilding Industry Corporation [1] - The expected delivery time for the ships is between 2028 and 2029, with plans to operate them on major east-west trade routes [1] Group 2: Strategic Goals - The new ships are part of COSCO's strategy to achieve global balanced development and reinforce its core competitiveness in the traditional trunk line market [1] - The vessels will be equipped with green fuel technology (LNG dual-fuel engines) to align with global low-carbon initiatives and the trend towards green, low-carbon, and intelligent shipping [1] Group 3: Fleet Optimization - The new order will gradually replace older vessels, helping to optimize the company's fleet structure [1] - The average container capacity per ship will increase, effectively reducing unit costs and enhancing economies of scale [1]

Core Viewpoint - China COSCO Shipping Holdings (中远海控) has announced a significant shipbuilding contract for 12 LNG dual-fuel container vessels, indicating a strategic move towards sustainable shipping solutions and expansion of its fleet [1] Group 1: Transaction Details - The contract was signed on January 13, 2026, between China COSCO's wholly-owned subsidiary, COSCO Asset Management, and Jiangnan Shipyard along with China Shipbuilding Industry [1] - Each vessel is priced at RMB 1.399 billion, leading to a total contract value of RMB 16.788 billion (approximately HKD 18.671 billion) for all 12 vessels [1] - Payments will be made in six installments, with the first five installments covering 50% of the total price, and the final payment due upon delivery of the vessels [1] Group 2: Delivery and Compliance - The vessels are expected to be delivered between 2028 and 2029 [1] - In case of delivery delays or failure to meet technical specifications, the builder is required to deduct corresponding penalties from the final payment [1] Group 3: Financing and Strategic Rationale - The company plans to finance the transaction through internal resources and external financing, not exceeding 60% of the total contract value [1] - The board of directors believes that the terms of the transaction are fair and reasonable, aligning with the overall interests of the company and its shareholders [1]

Core Viewpoint - China COSCO Shipping Holdings (中远海控) has announced a contract for the construction of six 3000 TEU container ships, with a total cost of RMB 1.98 billion, aimed at enhancing fleet capacity and supporting long-term balanced development [1] Group 1: Contract Details - The contract is signed between the buyer, a non-wholly owned subsidiary of the company, and the builder, Zhoushan Shipbuilding [1] - Each ship is priced at RMB 330 million, leading to a total expenditure of RMB 1.98 billion for all six vessels [1] Group 2: Strategic Implications - This transaction will help the company steadily increase its fleet capacity and strengthen its position in the industry, aligning with its global development strategy for container shipping [1] - The new ships are planned for deployment in international regional feeder operations, providing stable capacity and reducing shipping costs [1] - The investment is expected to enhance customer service capabilities in relevant regional markets and create favorable conditions for long-term development in emerging, regional, and third-country markets [1]

中远海控(01919)发布公告，于2026年1月13日，买方(即公司间接非全资附属公司中远资产管理)与建造 商(舟山重工)就建造该等船舶，按基本上相同的条款订立该等造船合约订造六艘3000 TEU型集装箱船， 每艘船舶的代价为人民币3.3亿元，全部该等船舶之总价格为人民币19.8亿元。 本次交易有助于集团稳步提升船队运力规模、实现长期均衡发展、进一步巩固行业地位，符合集团集装 箱航运业务全球化发展战略。该等船舶交付后，计划投入国际区域支线运营，可为相关航线提供稳定的 运力保障，降低船舶成本;有利于集团提升在相关区域市场的客户服务能力，发挥双品牌核心竞争优 势，为实现在新兴市场、区域市场和第三国市场的长远发展创造有利条件。 ...

Core Viewpoint - China COSCO Shipping Holdings (中远海控) has announced a contract for the construction of six 3,000 TEU container ships, indicating a strategic move to expand its fleet capacity and enhance operational capabilities [1] Group 1: Contract Details - The contract was signed between the buyer, a non-wholly owned subsidiary of the company, and the builder, Zhoushan Shipbuilding Industry [1] - Each vessel is priced at RMB 330 million, equivalent to approximately HKD 370 million [1] - The total cost for all six vessels amounts to RMB 1.98 billion, or about HKD 2.2 billion [1]