格隆汇11月18日丨中远海发(02866.HK)公告，11月18日耗资360万港元回购300万股。 ...

中远海发（601866）(02866)发布公告，于2025年11月18日斥资360万港元回购300万股;斥资806.44万元 回购300万股A股。 ...

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： 中遠海運發展股份有限公司 FF305 FF305 呈交日期： 2025年11月18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 | H 股份類別 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02866 | 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 ...

中远海发公告，公司于2025年11月18日通过集中竞价交易方式首次回购A股股份300万股，占截至2025 年11月17日公司股本总数的0.0227%，购买的最低价格为2.67元/股，最高价格为2.71元/股，支付的总金 额为人民币806.44万元（不含交易费用）。本次回购股份将用于减少注册资本。 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇11月18日丨中远海发(601866.SH)公布，2025年11月18日，公司通过集中竞价交易方式首次回购A 股股份300万股，占截至2025年11月17日公司股本总数的0.0227%，购买的最低价格为2.67元/股、最高 价格为2.71元/股，支付的总金额为人民币806.4424万元（不含交易费用）。 ...

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]