本月底法定/註冊股本總額： USD 90,000,000 第 1 頁 共 10 頁 v 1.2.0 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: 2026年1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: 東方海外(國際)有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00316 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 900,000,000 | USD | | 0.1 | USD | | 90,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 900,000,0 ...

Group 1 - The Hong Kong shipping stocks are generally declining, with notable drops in share prices [1] - Orient Overseas International (00316.HK) decreased by 3.72%, trading at HKD 121.7 [1] - Seaspan Corporation (01308.HK) fell by 2.93%, with shares priced at HKD 26.5 [1] - China COSCO Shipping Holdings (01919.HK) saw a decline of 2.77%, with shares at HKD 13.34 [1]

Core Viewpoint - The shipping sector is experiencing a downturn, with major companies like Orient Overseas International, Seaspan Corporation, and China COSCO Shipping Corporation seeing declines in their stock prices due to the anticipated impact of increased shipping capacity and falling freight rates following the resumption of routes through the Red Sea and Suez Canal by Maersk [1] Group 1: Market Reactions - Orient Overseas International (00316) shares fell by 3.72%, trading at 121.7 HKD [1] - Seaspan Corporation (01308) shares decreased by 2.93%, trading at 26.5 HKD [1] - China COSCO Shipping Corporation (601919) (01919) shares dropped by 2.77%, trading at 13.34 HKD [1] Group 2: Industry Developments - Maersk announced on January 15 that it will resume navigation through the Red Sea and Suez Canal as the security situation in the region stabilizes, marking a significant step towards normalcy in the shipping industry after two years of disruptions caused by Houthi attacks [1] - The return of vessels to the shorter Suez route is expected to increase shipping capacity by 7% to 8%, leading to downward pressure on freight rates [1] Group 3: Freight Rate Predictions - HSBC Global Research forecasts that freight rates could decline by 9% to 16% this year, assuming that disruptions in Red Sea shipping continue at least until mid-year [1] - The research indicates that there are downward risks to the current freight rate predictions [1]

Group 1 - The shipping sector is experiencing a general decline, with notable drops in stock prices for companies such as Orient Overseas International (00316) down 3.72% to HKD 121.7, Seaspan Corporation (01308) down 2.93% to HKD 26.5, and China COSCO Shipping Corporation (01919) down 2.77% to HKD 13.34 [1] - Danish shipping giant Maersk announced on January 15 that it will resume navigation through the Red Sea and Suez Canal as the security situation in the region stabilizes, marking a significant step towards normalcy in the shipping industry after two years of disruptions caused by Houthi attacks on vessels [1] - Market analysts predict that the return of vessels to the shorter Suez route may exert downward pressure on freight rates, with HSBC Global Research estimating a 7% to 8% increase in capacity, leading to a projected decline in freight rates by 9% to 16% this year [1]

Group 1 - Morgan Stanley reported that Orient Overseas International (00316) experienced a 17.2% year-on-year decline in revenue for Q4, and an 8.1% quarter-on-quarter decline, aligning with the bank's expectations, representing 99% of the annual forecast [1] - The revenue continues to reflect downward pressure on shipping rates, despite seasonal demand before the Lunar New Year [1] - The bank anticipates that the industry's downturn cycle will persist until 2026 [1] Group 2 - Morgan Stanley projects Orient Overseas' earnings per share for 2025, 2026, and 2027 to be $2.06, $1.23, and $0.94 respectively [1] - Revenue forecasts for the same years are $9.721 billion, $9.567 billion, and $9.869 billion [1] - Morgan Stanley maintains a "reduce" rating for Orient Overseas with a target price of HKD 97 [1]

智通财经APP获悉，摩根士丹利发布研报称，东方海外国际(00316)第四季收入同比降17.2%，按季降 8.1%符预期，相当于该行全年预测的99%。收入持续反映航运费率下行压力。虽然农历新年前有季节性 需求，但该行预期行业下行周期将在2026年持续。该行预计东方海外2025至27年每股盈利分别2.06美 元、1.23美元及0.94美元。各年收入预测分别97.21亿、95.67亿及98.69亿美元。大摩维持予东方海外减 持评级，目标价97港元。 ...

Core Viewpoint - Orient Overseas International (00316) reported a significant decline in quarterly and annual shipping revenue, indicating challenges in the shipping industry despite slight increases in cargo volume and capacity [1] Group 1: Quarterly Performance - For the fourth quarter ending December 31, 2025, the shipping revenue decreased by 17.2% year-on-year, amounting to $2.081 billion [1] - Total cargo volume increased by 0.8%, while carrying capacity rose by 4.5% [1] - Overall utilization rate declined by 3.1% compared to the same period in 2024, with average revenue per standard container decreasing by 17.8% year-on-year [1] Group 2: Annual Performance - For the full year ending December 31, 2025, total shipping revenue decreased by 10.6% compared to the previous year [1] - Total cargo volume and carrying capacity increased by 3.7% and 6.1%, respectively [1] - Overall utilization rate fell by 1.9% compared to 2024, with average revenue per standard container down by 13.7% year-on-year [1]

Group 1 - The core viewpoint of the article indicates that Orient Overseas International (00316.HK) reported a significant decline in revenue for the fourth quarter ending December 31, 2025, with a decrease of 17.2% year-on-year, amounting to $2.081 billion [1] - The total cargo volume increased by 0.8%, while the carrying capacity rose by 4.5% [1] - The overall load factor decreased by 3.1% compared to the same period in 2024, and the average revenue per standard container fell by 17.8% year-on-year [1] Group 2 - For the full year ending December 31, 2025, the total revenue from shipping decreased by 10.6% compared to the previous year [1] - The total cargo volume and carrying capacity increased by 3.7% and 6.1%, respectively [1] - The overall load factor declined by 1.9% compared to 2024, and the average revenue per standard container decreased by 13.7% year-on-year [1]

智通财经APP讯，东方海外国际(00316)发布公告，截至2025年12月31日止第4季度的航线收入较去年同 期减少17.2%，报20.81亿美元。总载货量上升0.8%，运载力上升4.5%。整体运载率较2024年同期下降 3.1%，每个标准箱的整体平均航线收入较去年第4季度减少17.8%。 截至2025年12月31日的全年航线收入较去年减少10.6%。总载货量及运载力分别增加 3.7%及6.1%，整体 运载率较2024年下降1.9%，每个标准箱的整体平均航线收入较去年减少13.7%。 ...

（於百慕達註冊成立之成員有限責任公司） （股份代號：316） 未 經 審 核 季 度 營 運 概 要 截至2025年12月31日止第4季度 東方海外（國際）有限公司（「本公司」）董事會（「董事會」）宣佈，其已採納將按 季度公佈東方海外貨櫃航運（「東方海外」）之未經審核營運概要之政策。本公告載列 東方海外截至2025年12月31日止第4季度未經審核之營運概要，並列出截至2024年12月 31日止第4季度之比較數字。 截至2025年12月31日止第4季度之航線收入較去年同期減少17.2%，報20.81億美元。總 載貨量上升0.8%，運載力上升4.5%。整體運載率較2024年同期下降3.1%，每個標準箱之 整體平均航線收入較去年第4季度減少17.8%。 截至2025年12月31日之全年航線收入較去年減少10.6%。總載貨量及運載力分別增加 3.7%及6.1%，整體運載率較2024年下降1.9%，每個標準箱之整體平均航線收入較去年減 少13.7%。 - 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分內容而產 ...