公司发布的三季报数据显示，前三季公司共实现营业收入193.10亿元，同比增长0.07%，实现净利润 33.00亿元，同比下降2.06%，基本每股收益为0.4100元，加权平均净资产收益率8.11%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：招商轮船最新股东户数环比下降7.40% 筹码趋向集中） 证券时报•数据宝统计，截至发稿，招商轮船收盘价为8.97元，下跌0.11%，本期筹码集中以来股价累计 上涨5.41%。具体到各交易日，3次上涨，4次下跌。 招商轮船1月5日披露，截至12月31日公司股东户数为87106户，较上期（12月20日）减少6964户，环比 降幅为7.40%。这已是该公司股东户数连续第2期下降。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，招商轮船在互动平台回答投资者提问时表示，截至2025年底，公司股东户数 （信用账户穿透后）为87106户。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), has signed a shipbuilding agreement for 1+1 DPST (Dynamic Positioning Shuttle Tanker) vessels with Dalian Shipbuilding Industry Group, totaling approximately 1.79 billion RMB [1] Group 1 - The agreement was signed on December 31, 2025, and includes one confirmed vessel and one optional vessel [1] - The total contract value for the shipbuilding agreement is approximately 1.79 billion RMB [1]

Group 1 - Postal Savings Bank announced a cash dividend distribution of 14.772 billion yuan for the first half of 2025, with a dividend of 1.23 yuan per 10 shares [1] - Xinke Mobile plans to reduce its shareholding by up to 1%, amounting to a maximum of 34.1875 million shares, due to funding needs [1] - Defu Technology signed a cooperation letter with a leading domestic CCL company to supply high-end electronic circuit copper foil products, which is expected to positively impact the company's performance in 2026 [1] Group 2 - Sanxia New Materials intends to acquire 40% equity of Lingang New Materials for a transaction amount of 0 yuan, which constitutes a related party transaction [2] - Fulim Precision plans to invest a total of 87 billion yuan in projects for the production of high-end lithium iron phosphate for energy storage, with the main project estimated at 60 billion yuan [3] - Heng Rui Pharmaceutical received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity in adults [3] Group 3 - Quartz Co. was fined 2.7 million yuan for commercial secret infringement, with the company being the victim in this case [5] - ST Renfu received approval for clinical trials of HW221043 tablets for late-stage solid tumors, with no similar drugs approved domestically or internationally [6] - Tianchen Medical signed a strategic cooperation agreement with Inspur Digital Technology to promote innovation in medical robotics and smart manufacturing [6] Group 4 - Xusheng Group received a notification from a North American electric vehicle manufacturer for a project with an estimated total sales amount of approximately 7.8 billion yuan over its lifecycle [6] - Deyun Co. announced that its actual controller was arrested for illegal public deposit collection, but this does not significantly impact the company's operations [7] - Shengyang Technology's subsidiary is advancing a project with a global satellite operator in South America, focusing on software licensing and product delivery [7] Group 5 - Hefei China announced a 1% reduction in shares by its controlling shareholder, who terminated the reduction plan early to express confidence in the company's future [8] - Weigao Blood Purification plans to acquire 100% equity of Weigao Purui for 8.511 billion yuan, which will expand its business into drug delivery systems [10]

格隆汇1月5日丨招商轮船(601872.SH)公布，公司通过下属全资子公司海宏轮船（香港）有限公司 （称"海宏香港"）与大连船舶重工集团有限公司（称"大连造船"）于2025年12月31日签署《船舶订造协 议》，订造1+1艘DPST（动力定位穿梭油轮）（Suezmax级），协议价格总额合计约合17.9亿元人民 币，其中一艘为确定船，一艘为买方选择权船。 ...

格隆汇1月5日丨招商轮船(601872.SH)公布，公司通过下属全资子公司海宏轮船（香港）有限公司 （称"海宏香港"）与大连船舶重工集团有限公司（称"大连造船"）于2025年12月31日签署《船舶订造协 议》，订造1+1艘DPST（动力定位穿梭油轮）（Suezmax级），协议价格总额合计约合17.9亿元人民 币，其中一艘为确定船，一艘为买方选择权船。 ...

+证券代码：601872 证券简称：招商轮船 公告编号：2026-001 招商局能源运输股份有限公司 关于新建穿梭油轮的公告 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： 本次交易具体实施所涉及的公司境外投资事项，尚需在国家 相关部门备案。 一、交易概述 （一）本次交易的基本情况 上述交易未构成本公司的关联交易。 2 交易事项（可多选） □购买 □置换 其他，具体为： 订造 1 艘 DPST（动力定位穿梭油轮） 以及签署 1 艘 DPST 买方选择权协议 交易标的类型（可多选） 股权资产 非股权资产 交易标的名称 DPST（动力定位穿梭油轮） 是否涉及跨境交易 是 □否 是否属于产业整合 □是 否 2、本次交易的交易要素 1 招商局能源运输股份有限公司（下称"本公司"或"公司"）通 过下属全资子公司海宏轮船（香港）有限公司（下称"海宏 香港"）与大连船舶重工集团有限公司（下称"大连造船"） 于 2025 年 12 月 31 日签署《船舶订造协议》，订造 1+1 艘 DPST（动力定位穿梭油轮）（Suezmax ...

招商轮船公告称，为满足核心客户运力需求，公司拟投资新造船舶。2025年12月31日，其全资子公司海 宏香港与大连造船签署《船舶订造协议》，订造1+1艘DPST（动力定位穿梭油轮）（Suezmax级），协 议价格总额约17.9亿元，一艘为确定船，一艘为买方选择权船。资金拟用自有资金和银行借款，按造船 进度分批支付，交船期为2028年。该交易不构成关联交易和重大资产重组，未达股东会审议标准，境外 投资事项尚需国家相关部门备案。 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report focuses on the latest policies, industry developments, and upcoming events in the hydrogen energy industry. The National Development and Reform Commission is promoting the national green hydrogen, ammonia, and alcohol planning layout, and multiple regions have introduced relevant industrial policies. There are also many significant industrial developments, such as the launch of new projects and the delivery of new products. Additionally, a major industry conference is upcoming [3][6][12]. 3. Summary by Directory 3.1 Industry Policies - The National Development and Reform Commission promotes the national green hydrogen, ammonia, and alcohol planning layout, including building zero - carbon transportation corridors and stations, increasing new energy supply, etc. [3][6] - Beijing encourages the construction of renewable energy projects in factories and explores the use of hydrogen energy [6]. - Urumqi plans to add no less than 20,000 tons/year of green hydrogen production capacity by 2027 [6]. - Guangzhou Baiyun promotes the application of hydrogen - fuel - cell vehicles and supports the construction of hydrogen refueling stations [6]. - Shandong Zhaoyuan focuses on developing nuclear power, wind and solar equipment, energy storage batteries, and hydrogen production industries [6]. 3.2 Industry Dynamics - A 100 - million - yuan project for 100 sets of 1000 - standard - cubic - meter alkaline electrolyzer components is about to start [7]. - Kunhua Technology delivers 200 hydrogen - powered heavy trucks in Xinjiang Hami [8]. - Dalian Shipbuilding delivers the world's first methanol - dual - fuel - powered intelligent VLCC, with significant emission reduction [8]. - Rongcheng New Energy starts the trial operation of the first batch of hydrogen - assisted two - wheeled vehicles [8]. - Jieqing Technology delivers a new small - power closed - type air - cooled system for a German hydrogen - powered drone inspection project [8]. - A 3.534 - billion - yuan project for alloy solid - state hydrogen storage materials in Inner Mongolia is approved [8]. - A 4 - billion - yuan green hydrogen project of China Guangdong Nuclear Power is in the environmental impact assessment publicity stage [8]. - China National Coal Group signs a 200,000 - ton green methanol project in Inner Mongolia [8]. - Dongfang Hydrogen Energy unveils the "Hydrogen Intelligence Safety Center" [8]. - Sunlight and Longji are pre - selected for the bid of 29 alkaline electrolyzers of State Power Investment Corporation [9]. - CIMC Enric and Datang Hainan plan to cooperate on a green methanol project in Hainan [9]. - The first "carbon compensation" trade in the hydrogen energy field in China is completed in Zhejiang Jiaxing [3][9]. - China's first million - ton - level near - zero - carbon steel production line is fully connected, with a potential carbon reduction of 50% - 80% [3][9]. - Fujian's first hydrogen - powered zero - carbon bus demonstration line (Xiamen Route 736) is opened [3][9]. 3.3 Investment and Financing Events No investment and financing events are reported [10]. 3.4 Industry Conference Forecast The 2nd China Hydrogen Energy and Fuel Cell Technology Conference will be held from January 22 to 23, 2026, in Hefei, Anhui. The conference focuses on the innovation of the entire hydrogen fuel cell industry chain, and many well - known enterprises and institutions will participate [12].

Core Viewpoint - The rising geopolitical risks in Venezuela are supporting oil transportation demand during the off-peak season, as indicated by Changjiang Securities' research report [1][2]. Group 1: Company Performance - Zhongyuan Shipping (中远海能) shares have increased by 3.62%, reaching HKD 10.02, with a trading volume of HKD 70.86 million [1][2]. Group 2: Market Dynamics - Venezuela's oil exports are expected to be 700,000 barrels per day in 2024, accounting for 1.8% of global oil exports, primarily to China and the United States [1][2]. - The recent U.S. actions against Venezuela have temporarily halted its oil exports, although there has been no significant damage to the state-owned oil company PDVSA's facilities [1][2]. - The disruption in Venezuelan exports may lead to tighter heavy oil supply in China and the U.S., prompting increased imports of heavy crude oil from Middle Eastern and Latin American countries, thereby raising compliant oil transportation demand [1][2]. Group 3: Long-term Outlook - Venezuela is characterized as a country with high reserves but low production, holding 19% of global oil reserves while contributing only 1.3% to global production [1][2]. - Former President Trump has indicated a strong intervention in Venezuela's oil industry, which could potentially increase the demand for Venezuelan oil along long-distance routes to the Far East, reshaping trade patterns [1][2].