FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中遠海運控股股份有限公司 呈交日期： 2025年11月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存 ...

每经AI快讯，华源证券11月3日发布研报称，给予中远海控（601919.SH）"增持"评级。评级理由主要包 括：1）集运价格承压，码头业务稳健增长；2）新船供给压力持续，行业高集中度有望托底运价。风险 提示：红海绕行结束；贸易摩擦加剧；港口费用风险；地缘政治风险；经济波动风险。 每经头条（nbdtoutiao）——"为了孩子吃上饭，自己只能靠喝水撑着"！美政府停摆危机逼近"临界 点"，4200万人吃饭成问题 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [4] Core Views - The report highlights a significant recovery in performance for Q3 2025, with strong port business results [4] - The company is facing pressure on shipping prices due to supply-demand imbalances, but its operational advantages have mitigated the impact [6] - The report maintains a positive outlook based on the company's solid market position and expected profit recovery in the coming years [6] Financial Summary - For 2025, the company is projected to achieve a revenue of 229.72 billion yuan, with a year-on-year decrease of 1.77% [5] - The net profit attributable to shareholders is expected to be 32.34 billion yuan in 2025, reflecting a year-on-year decline of 34.13% [5] - Earnings per share (EPS) is forecasted at 2.09 yuan for 2025, down from 3.17 yuan in 2024 [5] - The company’s return on equity (ROE) is projected to be 12.89% in 2025 [5] Market Performance - The company reported a Q3 2025 revenue of 58.50 billion yuan, a year-on-year decline of 20.42%, but a quarter-on-quarter increase of 63.18% [6] - The average shipping price for the company was 7,501.09 yuan/TEU, down 26.73% year-on-year [6] - The total throughput for the company's port business in Q3 2025 was 38.98 million TEU, showing a year-on-year increase of 4.20% [6] Profitability Forecast - The company’s net profit for 2025-2027 is projected to be 32.34 billion, 24.74 billion, and 21.65 billion yuan respectively [6] - The price-to-earnings (P/E) ratios for the same period are expected to be 7.19, 9.40, and 10.74 [6]

Core Viewpoint - COSCO Shipping Holdings (中远海控) has demonstrated strong financial performance in a complex global container shipping market, achieving significant revenue and profit growth in the first three quarters of 2025 [1][2]. Financial Performance - For the first three quarters of 2025, the company reported total revenue of 167.599 billion yuan and a net profit of 27.07 billion yuan, maintaining robust profitability [1]. - In Q3 2025, the company achieved revenue of 58.499 billion yuan, a quarter-on-quarter increase of 14.39%, and a net profit of 9.534 billion yuan, reflecting a quarter-on-quarter growth of 63.2% [2]. Business Operations - The company has effectively responded to changes in the global trade environment, optimizing routes and capacity, resulting in a 6% year-on-year increase in container shipping volume, reaching 18.184 million TEUs [1]. - The terminal business also showed steady growth, with COSCO Shipping Ports achieving a total throughput of 113 million TEUs, a year-on-year increase of 5.6% [1]. Market Position - COSCO Shipping Holdings continues to solidify its leading position in the industry, with its revenue and net profit ranking first among publicly listed shipping companies in the sector for the first three quarters of 2025 [2]. Strategic Initiatives - The company is actively enhancing its global network and marketing strategies to adapt to dynamic external environments, focusing on an integrated ecosystem of "container shipping + ports + related logistics" [5]. - As of September 30, 2025, COSCO Shipping Ports operates and manages 387 berths across 40 global ports, ranking third in the world by equity throughput according to the latest report from Drewry [5]. Fleet Optimization - The company has accelerated fleet structure optimization, delivering 9 vessels with a total capacity of 150,000 TEUs in the first three quarters of 2025, and leasing 25 vessels with a capacity of 28,600 TEUs [5]. - The self-operated container fleet capacity reached 3.497 million TEUs, a 5.4% increase from the beginning of the year, with an average vessel age of 13.9 years [5]. Sustainability and Digital Transformation - COSCO Shipping Holdings is committed to "digital intelligence + green low-carbon" initiatives, utilizing AI technology to create a "one-stop customer entry" and enhancing supply chain solutions [6]. Valuation Metrics - As of October 31, 2025, the company has a rolling price-to-earnings ratio of 6.11 and a price-to-book ratio of 1.04, indicating significant investment potential [7].

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年9月30日 | | 2,879,819,500 | | 0 | | 2,879,819,500 | | 1). 其他 (請註明) | | | | % | ...

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二零二五年十月三十一日在上海證券交易 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 肖俊光 中華人民共和國，上海 二零二五年十月三十一日 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 、余德先生 2 、馬時亨教授 3 、沈抖先生 3 及 奚治月女士 3 。 1 中遠海運控股股份有限公司2025年第一次臨時股東會決議公告 2 北京市通商律師事務所關於中遠海運控股股份有限公司202 ...

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。 臨時股東會已於二零二五年十月三十一日（星期五）下午二時三十分假座香港皇后 大道中183號中遠大廈47樓會議室及中國上海市東大名路1171號上海遠洋賓館5樓 遠洋廳舉行。根據香港上市規則規定，表決須以投票方式進行。臨時股東會由本 公司董事會執行董事兼總經理陶衛東先生現場主持。董事萬敏先生、張峰先生、 陶衛東先生、朱濤先生、徐飛攀先生、余德先生、馬時亨教授、沈抖先生及奚治 月女士已親身或以電話會議方式出席臨時股東會。 於臨時股東會日期，本公司已發行股份總數為15,489,754,739股，包括12,609,935,239 股A股及2,879,819,500股H股。截至臨時股東會日期，本公司已購回但尚未註銷 3,000,000股H股及本公司並無持有任何庫存股（包括任何於中央結算及交收系統 持有或存放的庫存股份）。本公司已購回但尚未註銷的上述3,000,000股H股，並未 計入股東有權於臨時股東會上就各項決議案 ...

Core Viewpoint - China COSCO Shipping Holdings (中远海控) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Categories Company Actions - The company plans to repurchase 3 million shares at a total cost of HKD 40.7062 million [1] - The buyback price per share is set between HKD 13.35 and HKD 13.75 [1] Financial Implications - The total expenditure for the buyback represents a strategic investment in the company's own equity, potentially enhancing shareholder value [1]

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - The company will spend HKD 40.7062 million to repurchase 3 million shares [1] - The buyback price per share is set between HKD 13.35 and HKD 13.75 [1]

Core Viewpoint - China COSCO Shipping Holdings (01919.HK) announced a share buyback of 3 million shares at a cost of HKD 40.71 million on October 31 [1] Group 1 - The company executed a buyback program, indicating confidence in its stock value [1] - The total expenditure for the buyback was HKD 40.71 million [1] - The number of shares repurchased was 3 million [1]