当前正是海南自贸港全岛封关运作后的首个春运，数据和游客感受都给出了令人欣喜的答案。 海口海关公布的数据显示，春运首周（2月2日—8日）离岛免税购物金额达11.06亿元，参与免税购物 19.19万人次，购物89.5万件，环比分别提升6.3%、26%和9.4%。 中国远洋海运所属海南港航春运首日累计护航2.2万辆车、7.1万名旅客，分别同比增长36.6%、49.6%。 谈及轮渡体验，刘女士直说"超出预期"。他们特意错峰出行，选在晚上十一二点过海。"那时候小车只 有三四辆，大卡车多，但分流做得好，候船厅跟机场似的，出入口清晰、人车分流科学，卫生间还有保 洁实时打扫。"她回忆，船舱分多层，司机有单独通道，乘客刷身份证就能进，不用拿行李。"船特别大 特别稳，像五星级的酒店，还有甲板可以看海浪，孩子直接站在外面吹风都不愿意进舱，完全不像赶 路，倒像海上观光。" 关于海南的旅游生态，刘女士觉得"海口更像大都市，吃喝玩乐配套全，没遇到宰客现象"。"孩子用三 天时间体验了冲浪，车就是移动基地，行李、孩子都装得下，想去哪儿随时能走，这种灵活性是公共交 通比不了的。"她总结，"春节南下自驾，既避开了抢票的焦虑，又把通勤变成了深度体 ...

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed at a 0.58% increase with a trading volume of 120 million yuan on February 10 [1] - The fund was established on June 26, 2024, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of February 9, 2025, the fund's latest share count was 5.766 billion shares, with a total size of 6.036 billion yuan, reflecting a 1.50% increase in shares and a 6.24% increase in size year-to-date [1] Group 2 - The current fund managers are Gong Lili and Wang Yang, with returns of 24.42% and 10.08% respectively during their management periods [2] - The fund's top holdings include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, among others, with significant weightings [2][3] - The top holding, China National Offshore Oil Corporation, accounts for 10.04% of the portfolio, with a market value of 571 million yuan [3]

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The pre - holiday freight rate drive is weak, and the recent EC2604 contract is expected to fluctuate. Attention should be paid to the implementation of shipping companies' price - holding measures in March after the holiday. The 04 contract's volatility is expected to increase, and investors are advised to participate with caution. In normal years, shipping companies issue price - increase letters in March and April to stabilize prices. Before the Spring Festival, the overall drive is estimated to be bearish, and the short - selling direction has an advantage [4][5]. - For far - month contracts, the game over the resumption time is intense, and the volatility is expected to remain high. The resumption of the Suez Canal is expected to be a gradual process. If it does not resume in the first half of 2026, the pressure on the capacity side is expected to be relatively controllable, and the freight rate may still reach a high level. Investors can pay attention to the arbitrage opportunity of going long on EC2606 and shorting on EC2610 [6]. Summary According to the Directory 1. Futures Price - As of February 9, 2026, the total open interest of all container shipping index European line futures contracts is 56,740.00 lots, and the single - day trading volume is 17,605.00 lots. The closing prices of EC2602, EC2604, EC2606, EC2608, EC2610, and EC2512 contracts are 1756.00, 1238.00, 1553.00, 1614.80, 1126.10, and 1425.50 respectively [7]. 2. Spot Price - On February 6, the SCFI (Shanghai - Europe route) price is 1403 US dollars/TEU, the SCFI (Shanghai - US West route) price is 1801 US dollars/FEU, and the SCFI (Shanghai - US East) price is 2530 US dollars/FEU. On February 9, the SCFIS (Shanghai - Europe) is 1657.94 points, and the SCFIS (Shanghai - US West) is 1155.66 points [7]. 3. Container Ship Capacity Supply - **Static Supply**: As of January 31, 2026, 6 container ships have been delivered in 2026, with a total capacity of 46,950 TEU. 2 ships with a capacity of 12,000 - 16,999 TEU and 1 ship with a capacity of over 17,000 TEU have been delivered. In terms of delivery expectations, for 12,000 - 16,999 TEU ships, 737,400 TEU (50 ships) will be delivered in the remaining months of 2026, 944,600 TEU (64 ships) in 2027, 1,212,000 TEU (82 ships) in 2028, and 415,400 TEU (29 ships) in 2029. For ships with a capacity of over 17,000 TEU, 192,900 TEU (8 ships) will be delivered in the remaining months of 2026, 862,800 TEU (40 ships) in 2027, 1,603,000 TEU (80 ships) in 2028, and 1,261,500 TEU (77 ships) in 2029. The delivery pressure of ultra - large ships in 2026 is relatively small [2][3]. - **Dynamic Supply**: In the remaining three weeks of February, the average weekly capacity is 271,600 TEU, with the capacities in WEEK7/8/9 being 366,600/259,800/188,300 TEU respectively. In March, the average weekly capacity is 288,400 TEU, and in April, it is 274,700 TEU. There are 13 blank sailings in February, 7 blank sailings and 3 TBNs in March, and 1 blank sailing and 4 TBNs in April [3]. 4. Supply Chain - The resumption of the Suez Canal is expected to be a gradual process. COSCO management points out that there is still no clear schedule for the full resumption of the Red Sea. The Red Sea resumption needs to meet multiple conditions. Since mid - February 2026, Maersk's ME11 route will implement structural adjustments through the Red Sea and the Suez Canal [6]. 5. Demand and European Economy - The cancellation of the VAT export tax rebate for products such as photovoltaics by the Ministry of Finance and the State Taxation Administration on January 8, 2026, may disrupt the shipping rhythm of relevant industries and further affect the pricing strategies of shipping companies. Attention should be paid to whether the freight volume from the Far East to Europe in February and March can increase significantly and whether the actual freight rate will be stronger than in normal years [4].

相关新闻 2/9 美国海事局告知本国船只远离伊朗水域。在霍尔木兹海峡上周发生一起事件之后，美国方面告知恩挂美国国旗的船只，在通过该航道时应尽 可能远离伊朗水域。美国运输部在一份海事通告中指出，伊朗部队在登船行动中历来会使用小型船只和直升机，并曾试图迫使商船进入伊朗领 海，最近一次发生在2026年2月3日。通告建议："在霍尔木兹海峡向东航行时，建议船只贴近阿曼领海通过。"美国海事管理局表示，船舶应在 "不影响航行安全的前提下，尽可能远离伊朗领海"。 2/8 哈马斯高级官员：只要以方持续占领 巴方就不会停止抵抗。当地时间8日，哈马斯高级官员哈立德·迈沙阿勒围绕"巴勒斯坦问题与地区格局 "发表讲话，阐述了加沙局势、巴勒斯坦政治前景及抵抗理念等多项立场。迈沙阿勒表示，经历两年的灭绝性冲突后，加沙民众的苦难仍在持续 。他呼吁在打开拉法口岸后加大救援力度，推进安置工作，并制止以色列的持续侵犯。谈及未来阶段安排，迈沙阿勒指出，当前加沙地带停火协 议正进入涉及解除武装、国际部队部署、和平机制以及以色列撤出等重大议题的第二阶段。他强调，哈马斯及巴勒斯坦各派将共同推动政治努 力，在巴勒斯坦民族愿景框架下寻求务实方案，为加沙恢复正 ...

Group 1 - The core index, the National Certificate Free Cash Flow Index (980092), experienced a decline of 0.12% as of February 10, 2026, with mixed performance among constituent stocks [1] - Leading stocks included Fenghuo Communication, Qianjin Pharmaceutical, and Anfu Technology, while stocks such as Silver Nonferrous, ShouLü Hotel, and Jiashitang lagged [1] - The Free Cash Flow ETF (159201) also saw a decrease of 0.15%, with the latest price at 1.31 yuan [1] Group 2 - The Free Cash Flow ETF recorded a net inflow of 9.89 billion yuan over the past five days, reaching a total share count of 10.063 billion and a total scale of 13.206 billion yuan, both marking new highs since inception [1] - The ETF's financing net purchase on the previous trading day was 4.6439 million yuan, with the latest financing balance at 172 million yuan [1] - The ETF has shown strong performance, with a maximum monthly return of 9.25% since inception and a historical holding period profit probability of 100% over six months [1] Group 3 - The National Certificate Free Cash Flow Index reflects the price changes of listed companies with high and stable free cash flow levels in the Shanghai and Shenzhen stock exchanges [2] - The top ten weighted stocks in the index as of January 30, 2026, include China National Offshore Oil Corporation, Gree Electric Appliances, and SAIC Motor, collectively accounting for 50.3% of the index [2] - The management fee for the Free Cash Flow ETF is 0.15%, and the custody fee is 0.05%, which are among the lowest in comparable funds [2]

研究所 航运研发报告 航运日报 2026 年 2 月 9 日 航运日报 第一部分 集装箱航运——集运指数（欧线） 期货从业证号： F3084078 投资咨询证号： Z0018656 联系方式： :jiaruilin_qh@chinastock.com.cn | 银河期货集运指数 | | | | （欧线） 日报 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | 期货合约 | 收盘价 | 涨跌 | 涨跌幅 | 成交量（手） | 增减幅 | 持仓量(手) | 增减幅 | | EC2602 | 1,756.0 | 16.1 | 0.93% | 124.0 | -44.39% | 1,437.0 | 0.56% | | EC2604 | 1,238.0 | 6.8 | 0.55% | 14,384.0 | -51.16% | 31,132.0 | -0.94% | | EC2606 | 1,553.0 | 22.0 | 1.44% | 2,206.0 | -54.98% | 14,726.0 | -0.5 ...

港股通央企红利ETF（159266）现任基金经理为刘庭宇、蔡路平。刘庭宇自2025年7月23日管理（或拟 管理）该基金，任职期内收益2.92%；蔡路平自2025年11月5日管理（或拟管理）该基金，任职期内收 益0.09%。 最新定期报告显示，港股通央企红利ETF（159266）重仓股包括中远海控、中国神华、中国海洋石油、 中石化炼化工程、中国外运、中国船舶租赁、中信国际电讯、中国石油股份、中煤能源、建设银行，持 仓占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）01919中远海控4.14%203.75万2530.43万 01088中国神华2.69%47.00万1647.11万00883中国海洋石油2.58%81.90万1575.64万02386中石化炼化工程 2.57%227.40万1573.30万00598中国外运2.54%353.70万1549.42万03877中国船舶租赁2.46%794.00万 1506.03万01883中信国际电讯2.39%654.70万1460.61万00857中国石油股份2.38%192.40万1456.27万01898 中煤能源2.38%161.90万1455. ...

最新定期报告显示，港股红利低波ETF（159569）重仓股包括中远海控、东方海外国际、兖矿能源、海 丰国际、兖煤澳大利亚、万洲国际、中国神华、远东宏信、中国海洋石油、中国石油化工股份，持仓占 比如下。 流动性方面，截止2月9日，港股红利低波ETF（159569）近20个交易日累计成交金额9.68亿元，日均成 交金额4838.43万元；今年以来，26个交易日，累计成交金额11.47亿元，日均成交金额4410.60万元。 2月9日，景顺长城国证港股通红利低波动率ETF（159569）收盘涨1.21%，成交额7825.73万元。 港股红利低波ETF（159569）现任基金经理为龚丽丽、汪洋。龚丽丽自2024年8月29日管理（或拟管 理）该基金，任职期内收益45.41%；汪洋自2025年8月13日管理（或拟管理）该基金，任职期内收益 3.51%。 港股红利低波ETF（159569）成立于2024年8月14日，基金全称为景顺长城国证港股通红利低波动率交 易型开放式指数证券投资基金，基金简称为景顺长城国证港股通红利低波动率ETF。该基金管理费率每 年0.50%，托管费率每年0.08%。港股红利低波ETF（159569）业 ...

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。 中遠海運控股股份有限公司 COSCO SHIPPING Holdings Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） 中華人民共和國，上海 二零二六年二月九日 （股份代號：1919） 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條而作出。 於本公告日期，本公司董事為萬敏先生（董事長）、張峰先生 1 （副董事長）、 1 陶衛東先生 1 、朱濤先生 1 、徐飛攀先生 1 、馬時亨教授 2 、沈抖先生 2 及奚治月女士 2 。 1 執行董事 2 獨立非執行董事 * 僅供識別 以中文隨附之海外監管公告乃本公司於二零二六年二月九日在上海證券交易所的 網站( www.sse.com.cn )上以中文發佈的《中遠海運控股股份有限公司關於股票期權 激勵計劃限制行權期間的提示性公告》。 承董事會命 中遠海運控股股份有限公司 公司秘書 肖俊光 中远海运控股股份有限公司 ...

Group 1 - The core viewpoint of the news is the performance and details of the Wanjiac ZHONGZHENG Hong Kong Stock Connect Central Enterprise Dividend ETF (159333), which has seen a decrease in both share count and total assets since the beginning of the year [1][2] Group 2 - The fund was established on August 21, 2024, with a management fee of 0.50% and a custody fee of 0.10% [1] - As of February 6, 2025, the fund had 334 million shares and a total size of 487 million yuan, reflecting a 15.66% decrease in shares and a 13.08% decrease in size compared to December 31, 2024 [1] - The fund's recent trading activity shows a cumulative transaction amount of 416 million yuan over the last 20 trading days, with an average daily transaction amount of approximately 20.82 million yuan [1] Group 3 - The current fund manager is Yang Kun, who has managed the fund since its inception, achieving a return of 48.23% during the management period [2] - The top holdings of the fund include COSCO Shipping Holdings, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Offshore Oil Corporation, China Merchants Energy Shipping, CITIC International, PetroChina, China Coal Energy, and China Construction Bank, with respective holding percentages [2]