FF301 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: 2025年10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: 2025年11月4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 | | ...

Core Viewpoint - China COSCO Shipping Holdings has been actively repurchasing its shares, indicating confidence in its stock value and potential for future growth [2][3]. Share Buyback Summary - On November 3, the company repurchased 1.5 million shares at a price range of HKD 13.560 to HKD 13.910, totaling HKD 20.7174 million. The stock closed at HKD 13.880, up 2.89% with a total trading volume of HKD 620 million [2]. - Since October 31, the company has conducted buybacks for two consecutive days, acquiring a total of 4.5 million shares for a cumulative amount of HKD 61.4236 million, with the stock rising 3.74% during this period [2]. - Year-to-date, the company has executed 89 buybacks, totaling 344 million shares and an aggregate buyback amount of HKD 4.468 billion [3]. Detailed Buyback Data - The buyback details include various dates, number of shares repurchased, highest and lowest prices, and total amounts spent. For instance, on October 31, 300,000 shares were bought at a maximum price of HKD 13.750, amounting to HKD 40.7062 million [3][4]. - The buyback activity reflects a strategic approach to enhance shareholder value and manage capital effectively [3][4].

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) | 1). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | | 3,000,000 | 0.1042 % | HKD | 13.57 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年10月31日 | | | | | | 2). | 購回股份(擬註銷但截至期終結存日期尚未註銷) | | 1,500,000 | 0.0521 % | HKD | 13.81 | | | 變動日期 | 2025年11月3日 | | | | | 第 2 頁 共 7 頁 v 1.3.0 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 ...

Core Viewpoint - China COSCO Shipping Holdings (中远海控) announced a share buyback plan, intending to repurchase 1.5 million shares at a cost of approximately HKD 20.7174 million on November 3, 2025 [1] Company Summary - The company plans to execute a buyback of 1.5 million shares [1] - The total expenditure for this buyback is estimated at HKD 20.7174 million [1]

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced a share buyback of 1.5 million shares at a cost of HKD 20.717 million on November 3 [1] Group 1 - The company executed a buyback program, indicating confidence in its stock value [1] - The total expenditure for the buyback was approximately HKD 20.717 million [1] - The number of shares repurchased was 1.5 million [1]

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) | | | | % | ...