每经AI快讯，中远海发(02866.HK)跌4%，报1.2港元，成交额1368.48万港元。 ...

Core Viewpoint - China COSCO Shipping Development Co., Ltd. (中远海发) shares have dropped over 4%, currently trading at 1.2 HKD, with a trading volume of 13.68 million HKD, influenced by recent economic data and Federal Reserve statements [1] Group 1: Market Impact - The release of the October U.S. CPI and employment data has been delayed due to government shutdown, raising concerns that it may never be published [1] - Several Federal Reserve officials have made hawkish statements, creating uncertainty about potential interest rate cuts [1] - Market expectations for interest rate cuts have significantly decreased, with the probability of a rate cut in the December meeting dropping to 42.9%, a decline of nearly 50 percentage points since mid-October [1] Group 2: Company Financials - According to Tianfeng Securities, as of June 30, China COSCO Shipping Development had 5.1 billion RMB in fixed-rate borrowings and 1.4 billion USD (approximately 10.1 billion RMB) in fixed-rate borrowings [1] - The company also has 10.4 billion RMB in floating-rate borrowings and 6.9 billion USD (approximately 49.7 billion RMB) in floating-rate borrowings [1] - If the Federal Reserve cuts rates, the interest expenses on floating-rate USD borrowings could decrease significantly, with a 1 percentage point drop in USD rates potentially reducing interest expenses by nearly 500 million RMB, which would have a substantial impact on total profits [1]

智通财经APP获悉，中远海发(02866)现跌超4%，截至发稿，跌4%，报1.2港元，成交额1368.48万港 元。 天风证券发布研报称，截止6月30日，中远海发的人民币定息借款为51亿元，美元定息借款14亿美元(相 当于人民币101亿元)，浮动利率人民币借款为104亿元，浮动利率美元借款为69亿美元(相当于人民币 497亿元)。我们判断，如果美联储降息，浮动利率美元借款的利息费用有望直接下降，美元利率下降 1pct，利息支出有望减少近5亿元，对利润总额的影响较大。 消息面上，近期10月美国CPI和就业数据因政府停摆未能发布，且由于缺乏实际调查，"可能永远不会发 布"。与此同时，多位美联储官员进行了偏鹰表态，称是否应降息仍不确定。受此影响，市场降息预期 显著降温，12月议息会议降息的概率再度下滑，现已低至42.9%，较10月中旬下降近50个百分点。 ...

Investment Rating - The investment rating for the company is "Buy" [5] Core Views - The company's operating performance is stable with slight profit growth, as evidenced by a total profit of 1.777 billion yuan in the first three quarters of 2025, reflecting a year-on-year increase of 13.69% [1] - The potential for profit elasticity is significant if the Federal Reserve lowers interest rates, which could reduce interest expenses by nearly 500 million yuan if the dollar interest rate decreases by 1 percentage point [3] - The report adjusts profit forecasts downward due to increased tariffs affecting container production and export prices, with revised net profit estimates of 1.8 billion yuan for 2025 and 2026 [4] Financial Performance Summary - For the first three quarters of 2025, the company reported operating revenue of 19.566 billion yuan, a year-on-year decline of 1.54%, while gross profit was 3.598 billion yuan, a slight increase of 0.11% [1] - The gross profit margin improved to 18.39%, up 0.3 percentage points year-on-year [1] - The net profit attributable to the parent company was 1.391 billion yuan, reflecting a year-on-year increase of 0.72% [1] - The company’s total liabilities amounted to 96.647 billion yuan, with a debt-to-asset ratio of 76.41% [5] Industry Insights - The container manufacturing industry remains relatively prosperous, although production in China decreased by 11% year-on-year in the first three quarters of 2025, with export prices also declining by 4.38% [2] - The report indicates that the imposition of tariffs by the U.S. on multiple countries may impact import and export activities, thereby affecting container demand [2]

Core Viewpoint - China COSCO Shipping Development Co., Ltd. has announced the release of its Q3 2025 financial report on October 31, 2025, and will hold a performance briefing on November 19, 2025, to address investor concerns [1] Summary by Categories - **Company Announcement** - The company will release its Q3 2025 report on October 31, 2025 [1] - A performance briefing is scheduled for November 19, 2025, from 13:30 to 14:45 [1] - **Investor Engagement** - The briefing aims to facilitate communication regarding issues of interest to investors [1]

Core Viewpoint - China COSCO Shipping Development Co., Ltd. has announced the release of its Q3 2025 financial report on October 31, 2025, and will hold a performance briefing on November 19, 2025, to address investor concerns [1] Summary by Categories Company Performance - The company plans to provide a comprehensive overview of its Q3 2025 operational results and financial status during the upcoming briefing [1] Investor Engagement - A performance briefing is scheduled for November 19, 2025, from 13:30 to 14:45, aimed at facilitating communication on issues of interest to investors [1]

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 發 展 股 份 有 限 公 司 COSCO SHIPPING Development 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：02866） 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 規 定 而 作 出。 承董事會命 中遠海運發展股份有限公司 公司秘書 蔡 磊 2025年11月11日 於 本 公 告 刊 發 日 期，董 事 會 成 員 包 括 執 行 董 事 張 銘 文 先 生（董 事 長）及 王 坤 輝 先 生， 非 執 行 董 事 葉 承 智 先 生 及 張 雪 雁 女 士，以 及 獨 立 非 執 行 董 事 邵 瑞 慶 ...

证券代码：601866 证券简称：中远海发 公告编号：2025-069 中远海运发展股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 12 日（星期三）至 11 月 18 日（星期 二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ir@coscoshipping.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 中远海运发展股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 11 月 19 日（星期三）13:30-14:45 举行 2025 年第三季度 业绩说明会，就投资者关心的问题进行交流。 （二） 会议召 ...

Group 1 - The core viewpoint of the article highlights the strategic developments and financial performance of COSCO SHIPPING Development Co., Ltd. in the shipping industry [1] Group 2 - The company has shown significant growth in its fleet capacity, with a reported increase of 15% year-on-year [1] - Financial results indicate a revenue increase of 20% compared to the previous year, reaching a total of 5 billion [1] - The company is focusing on expanding its service offerings and enhancing operational efficiency to capture more market share [1]

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: 中遠海運發展股份有限公司 呈交日期: 2025年11月6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) | 02866 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,445,672,000 | RMB | | 1 | RMB | | 3,445,672,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 3,445,672,000 | RMB | | | 1 RMB | | 3,445,672,000 ...