本次无偿划转完成后，中远海运集团直接持有公司3,314,809,949股A股股份(约占公司总股本的 21.65%)，成为公司直接控股股东；连同其通过附属公司间接持有的3,694,809,948股A股及H股股份(约占 公司总股本的24.13%)，中远海运集团及其一致行动人合计持有公司A股及H股股份7,009,619,897股(约占 公司总股本的45.78%)。 2026年3月3日，公司收到中远海运集团转来的《中国证券登记结算有限责任公司证券过户登记确认 书》，本次无偿划转的股份过户登记手续已办理完毕。 格隆汇3月3日丨中远海控(01919.HK)公告，2025年12月31日，中远海运控股股份有限公司(简称"中远海 控"或"公司"或"公司")收到控股股东中国远洋运输有限公司(简称"中远集团")将其持有的公司 2,610,063,089股A股股份无偿划转至中国远洋海运集团有限公司(简称"中远海运集团")的通知。本次国 有股份无偿划转的具体情况详见公司通过上海证券交易所网站(www.sse.com.cn)披露的《中远海运控股 股份有限公司关于控股股东无偿划转股份暨直接控股股东变更的提示性公告》(公告编号：2026-0 ...

【文/观察者网专栏作者 江宇舟】 当地时间1月29日晚，巴拿马最高法院作出裁定，长江和记实业公司（以下简称"长和"）旗下的巴拿马 港口公司（以下简称"港口公司"），所持有的巴拿马运河两岸港口特许经营权合约无效。 港口公司在第一时间发表声明，指责巴方"有违诚信与背弃合约精神，令人不齿"。我国外交部则在1月 30日和2月2日先后两次表示"坚决维护中方企业正当合法权益。" 巴拿马运河两端的港口即是长和自1997年以来一直经营的巴尔博亚港和克里斯托瓦尔港。 长和售港事件，笔者曾于去年3月就以专文追踪，并被港澳办和部分港台媒体转载。如今，一方面眼见 当时说得很清楚的问题，又开始沉渣泛起、试图混淆视听；另一方面，笔者在过去一年走访有关单位， 对我国企业海外维权又有了不少新的认知，结合近期包括巴拿马港口事件在内的一系列风波，再做一些 阶段性总结。 一、巴拿马这次判决有多荒唐？ 先开门见山表个态，对长和去年售港有多大的批评，如果它敢于维权，那现在就有多大的支持，因为巴 拿马此次的判决，离谱出了圈。 纵观巴拿马方面的指控，包括2021年的续约未获审计批准，是"幽灵"特许经营权；2015年以来港口公司 存在会计错误，2021年续 ...

在"十五五"规划纲要中，再次提到了加快"五个中心"建设，其中的"国际航运中心建设"中，"打造国际 航运绿色燃料加注中心和交易中心"的新提法引人关注。 最近，交通运输部联合十部委共同发布《关于支持上海国际航运绿色燃料加注中心和交易中心建设的实 施方案》（下称"《实施方案》"），明确到2030年建成国际航运绿色燃料加注中心和交易中心，意味着 国家对上海建设绿色燃料两个中心的顶层支持。 多位行业内人士对记者指出，之所以要把建设绿色燃料两个中心纳入上海"十五五"规划，背景是全球航 运脱碳进入实质推进阶段，上海国际航运中心正面临一轮由航运绿色转型所引发的能级重构。 全球航运脱碳进入实质推进阶段，上海国际航运中心正面临一轮由航运绿色转型所引发的能级重构。 上海市第十六届人民代表大会第四次会议今日圆满完成各项议程，大会表决通过了关于上海市人民政府 工作报告、关于上海市国民经济和社会发展第十五个五年规划纲要（下称"十五五"规划纲要）等决议。 据上海海关统计，2025年全年，在船舶能源加注方面，保税LNG加注量达到71.2万立方米，同比大幅增 长54%；国产绿色甲醇加注量达到1.0万吨。 进入2026年，绿色燃料加注业务持续进 ...

Core Viewpoint - The Panama Supreme Court ruled that the contract of Hong Kong's CK Hutchison Holdings (referred to as "CK Hutchison") for operating two ports near the Panama Canal is unconstitutional, leading to significant backlash from CK Hutchison, the Chinese Ministry of Foreign Affairs, and the Hong Kong government [1][2]. Group 1: Legal and Contractual Issues - The ruling stems from an audit initiated by Panama's Office of the Comptroller General, which indicated that the contract caused Panama to lose over $1 billion in tax revenue [1]. - CK Hutchison's subsidiary, Panama Ports Company, had originally obtained approval from the Panamanian government in January 1997 for a 25-year concession to operate Balboa and Cristobal ports, which was extended for another 25 years until 2047 under an automatic renewal clause [1]. - The Panama Supreme Court's decision has been described as a significant setback for CK Hutchison, which has operated these ports for a long time [1]. Group 2: Responses from Stakeholders - The Hong Kong government expressed strong dissatisfaction and opposition to the ruling, urging the Panamanian government to respect contractual agreements and ensure a fair business environment for local enterprises [2]. - CK Hutchison's Panama Ports Company stated that the court's ruling contradicts the principles of good faith and breaches the spirit of the contract, reserving the right to pursue legal action [2]. - The Panamanian President, Laurentino Cortizo, announced discussions with Maersk to temporarily take over the operations of the two ports following the court's ruling [3]. Group 3: Implications for Future Operations - The Hong Kong government warned that the ruling could severely damage the business environment and investor confidence in Panama, urging local enterprises to reassess their current and future investments in the region [3]. - The Chinese Ministry of Foreign Affairs indicated that China would take all necessary measures to protect the legitimate rights and interests of Chinese enterprises [3].

Core Viewpoint - Shenzhen Port has officially established green methanol refueling capabilities, marking a significant step towards sustainable shipping practices in the region [1] Group 1: Green Methanol Refueling - The vessel "Daqing 268" successfully refueled the international container ship "COSCO Shipping Carnation" with 200 tons of green methanol, showcasing Shenzhen's commitment to green fuel initiatives [1] - "Daqing 268" is the first dual-fuel refueling ship in China, capable of significantly reducing carbon emissions through its dual-fuel power system [1] - The "COSCO Shipping Carnation" is one of the first methanol dual-fuel container ships operated by COSCO Shipping Group, designed to switch between fuel oil and methanol as needed [1] Group 2: Environmental Benefits - Green methanol is recognized for its ability to significantly reduce sulfur oxides, particulate matter, and carbon dioxide emissions, making it a key recommended fuel for decarbonizing shipping by the International Maritime Organization [1] - Shenzhen has prioritized green methanol refueling as a key emerging industry, establishing funding projects to accelerate the development of a local green fuel supply chain and market [1] Group 3: Collaboration and Standardization - COSCO Shipping Group and Shenzhen Port Group collaborated closely on refueling processes, safety standards, and operational protocols, optimizing the entire refueling scheme [1] - This initiative serves as a replicable "Bay Area solution" for the Greater Bay Area and potentially for the entire country, exemplifying the synergy between Chinese shipping and green fuel [1]

Group 1 - The core point of the news is the successful refueling of the "COSCO Shipping Carnation," a 16,000 TEU international vessel, with 200 tons of green methanol fuel at Shenzhen Yantian Port, marking a significant step in the adoption of low-carbon fuels in the shipping industry [1] - The refueling was conducted by the "Daqing 268," the first domestically built methanol dual-fuel bunkering vessel, which has a length of 109.9 meters and a deadweight of 7,500 tons, capable of significantly reducing carbon emissions [1][2] - This event signifies the establishment of green methanol bunkering capabilities at Shenzhen Port, representing a breakthrough in the Guangdong-Hong Kong-Macao Greater Bay Area's green fuel supply infrastructure [1] Group 2 - Green methanol is a low-carbon fuel produced through biomass gasification or by synthesizing hydrogen from renewable energy sources with carbon dioxide, recommended by the International Maritime Organization (IMO) for decarbonizing shipping [2] - The green methanol used for refueling was supplied by CIMC Green Energy Low Carbon Technology (Guangdong) Co., which is set to launch China's first mass production bio-methanol project with an annual output of 50,000 tons by December 16, 2025 [2] - The "COSCO Shipping Carnation" is equipped with a methanol dual-fuel main engine and a 11,000 cubic meter methanol fuel storage tank, allowing it to switch between fuel oil and methanol modes as needed for long voyages [2] Group 3 - The Shenzhen Maritime Bureau played a proactive role in guiding the construction and inspection of the "Daqing 268," ensuring crew training for bunkering operations and optimizing vessel registration services [3] - A dynamic information synchronization mechanism was established among all parties involved to ensure efficient coordination during the refueling process, including pre-refueling drills to identify and rectify potential risks [3] - Safety measures included designating a temporary safety operation area, deploying patrol boats, and utilizing drones for aerial surveillance to enhance monitoring and emergency preparedness during the bunkering operation [3]

人民财讯1月17日电，1月15日，黑芝麻（000716）智能与中远海运集团旗下全资子公司青岛中远海运数 智科技正式签约，共同启动船用具身智能巡检机器人项目。这标志着黑芝麻智能机器人业务在船舶与航 运领域迈出关键一步，也为其在更多复杂工业场景中的应用落地奠定基础。项目聚焦远洋船舶复杂环境 下的智能巡检需求，围绕具身智能机器人系统、端侧智能控制平台及感知与决策算法展开联合研发与探 索，旨在将智能算力、算法能力与真实行业场景深度融合，推动具身智能技术在高复杂度、高可靠性场 景中的工程化落地。 ...

Core Viewpoint - China COSCO Shipping Holdings Co., Ltd. (中远海控) announced the transfer of 2,610,063,089 A-shares (approximately 16.85% of total shares) from its parent company, China COSCO Shipping Group, to enhance resource allocation, optimize capital structure, and improve management efficiency [1] Group 1 - The transfer agreement has been signed between China COSCO Shipping Group and China COSCO Shipping Holdings [1] - After the transfer, China COSCO Shipping Group and its concerted parties will hold a total of 7,009,619,897 shares (approximately 45.25% of total shares) in China COSCO Shipping Holdings [1] - The direct controlling shareholder of China COSCO Shipping Holdings will change from China COSCO Shipping Group to China COSCO Shipping Group, but the actual controller remains the State-owned Assets Supervision and Administration Commission of the State Council [1]

Core Viewpoint - China Merchants Heavy Transport Co., Ltd. announced an order for four multi-purpose heavy-lift vessels to enhance its fleet and support the growing demand in the wind power market [1][6]. Group 1: Order Details - The total value of the order for the four 40,000-ton multi-purpose heavy-lift vessels is approximately 1.492 billion yuan, with an individual vessel cost of about 373 million yuan [1][6]. - The first vessel is scheduled for delivery by June 2028, with the remaining three expected to be delivered by the end of February 2029 [1][6]. Group 2: Strategic Goals - The company aims to accelerate its strategic transformation and upgrade its fleet to meet the increasing demands of the wind power sector, which is experiencing rapid growth [1][6]. - As one of the largest marine service providers for wind power equipment globally, the new vessels will enhance the fleet's suitability for cargo and support China's advanced manufacturing industry [1][6]. Group 3: Economic Viability - The internal rate of return for the project is estimated at approximately 6.76%, with a static payback period of 11.8 years, indicating good economic benefits [2][7]. - The company is focused on becoming a leading special vessel company, transitioning towards being an "industry chain operator" and "integrated solution provider" [2][7]. Group 4: Fleet and Capacity - The company currently operates a fleet of over 200 vessels with a total deadweight tonnage of nearly 10 million, covering various types of special transport vessels [2][7]. - The fleet is capable of carrying a wide range of cargo, including oversized and heavy items, with a carrying capacity ranging from 1 ton to 100,000 tons [2][7]. Group 5: Background of the Order - This order is part of a larger contract signed in December 2022, which includes a total of 87 new vessels with a combined contract value of approximately 50 billion yuan [3][8]. - The contract set records for the highest single cooperation signing amount and cross-border RMB settlement in the history of China's shipbuilding industry [3][8]. Group 6: Current Orders and Market Position - As of now, the shipyard has a backlog of 84 vessels totaling 5.612 million deadweight tons, with delivery schedules extending to 2028 [4][10]. - The current order book includes various types of vessels, such as bulk carriers and multi-purpose ships, indicating a diverse portfolio [4][10].

Group 1 - BlackRock has officially notified its abandonment of the $22.8 billion acquisition of global port assets, marking the end of a significant deal that has drawn attention from both the U.S. and China since March of this year [1] - The deal involved Li Ka-shing's 43 ports, which are now seen as unsellable assets, leaving them in a precarious position [3] - The initial plan was for Li Ka-shing's company to divest from heavy asset port operations to invest in higher-return sectors like telecommunications and retail, while BlackRock aimed to acquire tangible assets [5][7] Group 2 - The primary motivation for BlackRock's interest was the Panama port, which was bundled with less desirable ports, making it a strategic acquisition [9] - The situation became complicated when COSCO Shipping Group intervened, initially seeking a minority stake but later demanding veto power and potential control [11][13] - BlackRock faced significant challenges, including the inability to secure absolute control and scrutiny from the U.S. government regarding foreign investment, leading to discussions of withdrawal [15][17] Group 3 - The failure of the deal represents a significant loss for Li Ka-shing, as maintaining these heavy asset ports incurs ongoing costs without generating revenue [19] - The inability to sell the Panama port separately could lead to intensified geopolitical competition and potential devaluation of the remaining ports [21] - The incident has damaged Li Ka-shing's reputation, as the attempt to sell critical assets to a competitor was viewed unfavorably in the current geopolitical climate [23] Group 4 - China, while not directly purchasing the ports, emerged as a strategic winner by disrupting the acquisition plans of U.S. capital [25] - The situation serves as a warning to Chinese companies and investors about the changing landscape of global business, where critical infrastructure is now a geopolitical bargaining chip [27] - The implications of losing control over the Panama Canal could have far-reaching effects on trade costs and national security [29]