人民财讯11月24日电，企查查APP显示，近日，中远海运(上海)航运科技有限公司成立，注册资本10亿 元，经营范围包含人工智能理论与算法软件开发；人工智能通用应用系统；人工智能应用软件开发；人 工智能行业应用系统集成服务等。企查查股权穿透显示，该公司由中国远洋海运集团有限公司全资持 股。 ...

本报讯(记者袁传玺)天眼查工商信息显示，11月21日，中远海运(上海)航运科技有限公司成立，注册资 本10亿元，经营范围包括软件开发、工业互联网数据服务、生物质燃料加工等。股东信息显示，该公司 由中国远洋海运集团有限公司全资持股。 ...

Group 1 - The core point of the article is the strategic cooperation framework agreement signed between China Post Group and China COSCO Shipping Group, focusing on collaboration in global transportation, finance, logistics, product resources, and brand promotion [1] Group 2 - The meeting was held on November 4, where key executives from both companies participated, including Liu Aili from China Post and Wan Min from COSCO [1] - The agreement aims to enhance operational synergies and expand service offerings in various sectors [1]

Group 1 - The company plans to repurchase A-shares through centralized bidding, with a proposed repurchase quantity of 40 million to 80 million shares [3] - The repurchase period is set from September 23, 2025, to June 30, 2026, coinciding with the annual shareholders' meeting scheduled for June 30, 2026 [2] - As of October 31, 2025, the company has not yet initiated the stock repurchase and will implement the plan based on market conditions [4] Group 2 - The company will adhere to relevant regulations, including the "Regulations on the Repurchase of Shares by Listed Companies" and the "Self-Regulatory Guidelines for Listed Companies on the Shanghai Stock Exchange" during the repurchase period [5] - The company commits to timely information disclosure regarding the progress of the share repurchase [5]

Core Viewpoint - The company reported its third-quarter financial results for 2025, highlighting a mixed performance in the oil tanker market, with VLCC rates showing significant improvement while other segments faced challenges [7][8]. Financial Performance - For the first three quarters of 2025, the company achieved a net profit attributable to shareholders of RMB 2.72 billion, a year-on-year decrease of 21.2%, although the decline has narrowed [8]. - In Q3 2025, the net profit attributable to shareholders was RMB 850 million, representing a 4.4% increase compared to the same period last year [8]. - The average daily earnings for VLCC on the TD3C route (Middle East to China) were USD 42,918, up approximately 16.5% year-on-year [7]. - The average daily earnings for LR2 on the TC1 route (Middle East to Japan) were USD 29,506, down about 37.4% year-on-year [7]. Operational Highlights - The company’s oil tanker capacity input for the first three quarters of 2025 was 665,599 deadweight tons per day, an increase of 12.8% year-on-year [8]. - The transportation volume (excluding time charter) was 13.88 million tons, up 10.1% year-on-year [8]. - The transportation turnover (excluding time charter) reached 4.942 billion ton-miles, an increase of 14.3% year-on-year [8]. - The oil tanker segment generated a total revenue of RMB 14.74 billion, a decrease of 4.9% year-on-year, while the operating costs rose by 6.3% to RMB 11.93 billion [8]. Strategic Developments - The company plans to lease six VLCCs from a related party, with an average fixed daily rent of RMB 134,871 per vessel, and a rental structure combining fixed and profit-sharing elements [39][42]. - The leasing agreement is expected to enhance the company's operational capacity and revenue potential while optimizing cash flow management [43][65]. - The transaction is part of the company's strategy to maintain a leading position in the oil tanker market and ensure energy transportation safety [43][63]. Upcoming Events - The company will participate in a collective performance briefing for the third-quarter results on November 13, 2025, to address investor inquiries [27][28].

Core Points - Company announced to maintain the A-share repurchase price limit at RMB 14.98 per share without adjustments to ensure smooth implementation of the repurchase plan [1][3][4] - The repurchase plan allows for the buyback of 50 million to 100 million shares within three months at the set price limit [2][4] - The decision to maintain the price limit is based on confidence in the company's future business development and market value [4][5] Repurchase Plan Background and Progress - The board approved the repurchase plan on October 13, 2025, with a price limit of RMB 14.98 per share [2] - The repurchase is set to occur within three months from the board's approval date, with a total share buyback range of 50 million to 100 million shares [2] - As of the announcement date, the company has not yet implemented the repurchase plan [2] Reasons for Maintaining the Price Limit - Following the mid-year profit distribution plan, the theoretical adjusted repurchase price limit would be RMB 14.42 per share after accounting for a cash dividend of RMB 0.56 per share [3] - The company decided to keep the original price limit of RMB 14.98 per share as the current market price exceeds the adjusted limit, ensuring the repurchase can proceed smoothly [3][4] Impact on the Company and Decision-Making Process - Maintaining the repurchase price limit is intended to enhance investor confidence and align market price with intrinsic value [4] - The board's decision reflects a comprehensive consideration of market changes and aims to protect shareholder interests [4][5] - The arrangement is not expected to adversely affect the company's financial status or future development [4]

Core Viewpoint - The Shanghai International Energy Exchange has approved Qingdao COSCO Shipping Logistics Supply Chain Co., Ltd. as a delivery warehouse for No. 20 rubber futures, indicating a significant development in the futures market for rubber [1] Group 1 - The approved warehouse is located at No. 9 Chengye Road, Comprehensive Bonded Zone, West Coast New Area, Qingdao, Shandong Province [1] - The warehouse has a certified storage capacity of 30,000 tons, which is also the operational capacity that will be utilized [1] - There will be no regional premium or discount applied to the storage of No. 20 rubber futures at this location [1]

Core Viewpoint - The company ensures the authenticity, accuracy, and completeness of its quarterly report, taking legal responsibility for any misleading statements or omissions [2][3]. Financial Data - The financial statements for the third quarter are not audited [3]. - The company received a management service fee of 4,875,000.02 yuan (excluding tax) from Guangzhou Ocean Investment Co., Ltd., which is included in other business income and not classified as non-recurring gains and losses due to its relevance to the company's normal operations [5]. Shareholder Information - There are no changes in the top ten shareholders or any significant changes in share lending activities [7]. Other Important Information - The financial statements are prepared by the company and are unaudited [8].

Core Viewpoint - Shenzhen COSCO Shipping Smart Supply Chain Co., Ltd. has been established with a registered capital of 1 billion yuan, indicating a significant investment in the logistics and supply chain sector [1] Group 1 - The company was founded recently, with Ma Xin as the legal representative [1] - The registered capital of the company is 1 billion yuan, reflecting a strong financial commitment [1] - The business scope includes services such as loading and unloading, international freight forwarding, supply chain management, and both international and domestic shipping agency services [1] Group 2 - The company is jointly owned by COSCO Shipping (Hong Kong) Co., Ltd. and Guangzhou COSCO Shipping Logistics Co., Ltd., showcasing collaboration within the industry [1]

Group 1 - Shenzhen COSCO Shipping Smart Supply Chain Co., Ltd. has been established with a registered capital of 1 billion yuan [1] - The legal representative of the new company is Ma Xin [1] - The business scope includes loading and unloading, international freight forwarding, supply chain management services, international shipping agency, and domestic shipping agency [1] Group 2 - The company is jointly held by COSCO Shipping (Hong Kong) Co., Ltd. and Guangzhou COSCO Shipping Logistics Co., Ltd. [1]