港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 08020 | 宏海控股集团 | 21.05% | 0.023 | 6009.81万 | 21.05% | | 02866 | 中远海发 | 4.17% | 1.250 | 164.97 亿 | 19.05% | | 01138 | 中远海能 | 3.41% | 21.200 | 1158.63亿 | 120.83% | | 00316 | 东方海外国际 | 3.20% | 158.200 | 1044.71亿 | 26.16% | | 01919 | 中远海控 | 2.19% | 15.830 | 2423.99亿 | 15.13% | | 03877 | 中国船舶相赁 | 1.61% | 2.530 | 156.86 Z | 24.02% | | 00137 | 金辉集団 | 1.56% | 0.650 | 3.45 Z | -4.41% | | 02490 | 乐舱物流 | 0.99% ...

股价3天累涨近28%，招商局能源运输股份有限公司（以下简称"招商轮船"或"公司"）2月26日晚间发布 《股票交易异常波动公告》称，预计相关航运市场现货运费率持续面临剧烈波动的风险。 公告称，公司股票于2026年2月24日、25日、26日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 招商轮船表示，近期公司生产经营情况正常。受影响市场供需结构的多种因素综合影响，国际油轮市场 持续高涨、油轮资产价格明显上升；受好望角、巴拿马等干散货船型市场需求强劲推动，BDI指数春节 淡季表现也超出业内普遍预期。 经向公司控股股东和实际控制人核实，公司控股股东及实际控制人确认：截至目前，除前期公司已披露 事项外，未筹划涉及上市公司的重大资产重组、收购、债务重组、业务重组、资产剥离、资产注入等重 大事项。 招商轮船于2026年1月14日对外披露了《招商轮船董事、高管股权激励所获股票减持计划的公告》。王 永新、徐晖、胡斌、孔康四位公司董事、高级管理人员计划自2026年2月4日至2026年4月30日期间，拟 通过集中竞价方式合计减持不超过648,612股，减持 ...

Core Insights - The company reported a significant decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year, indicating potential challenges in its operational performance [1][2] Financial Performance - The company's operating revenue for the first three quarters was 4.268 billion yuan, a year-on-year decrease of 14.77% [1] - The net profit attributable to shareholders was 0.947 billion yuan, down 42.81% year-on-year [1] - The net cash flow from operating activities was 1.506 billion yuan, a decrease of 0.577 billion yuan, or 27.69% year-on-year [1] - The gross margin for the first three quarters was 28.00%, down 6.58 percentage points year-on-year, while the net margin was 22.41%, a decline of 10.88 percentage points [1] Quarterly Performance - In Q3 2025, the gross margin was 31.35%, a decrease of 0.50 percentage points year-on-year, and the net margin was 25.34%, down 4.31 percentage points compared to the same quarter last year [1] Cost Management - Total period expenses for the first three quarters were 57.4674 million yuan, a reduction of 22.995 million yuan year-on-year [1] - Sales expenses decreased by 2.67% year-on-year, while management expenses increased by 4.60% [1] Market Overview - The international refined oil transportation market saw a high-level price drop in the first three quarters of 2025, but prices rebounded in Q3 [2] - Domestic crude oil water transport volume experienced slight growth, with an increasing trend towards larger vessels [2] - The foreign trade fuel oil market faced low-level fluctuations after a previous decline [2] - The domestic chemical transportation market is in a phase of weak recovery, with overall stable prices [2]

Group 1 - Ningbo Marine and Xingtong Co. both reached the daily limit increase in stock prices, indicating strong market interest and investor confidence [1] - Air China Oceanic saw a stock price increase of over 10%, reflecting positive sentiment in the shipping sector [1] - Other companies such as China Merchants South Oil, Ningbo Ocean, Phoenix Shipping, COSCO Shipping Energy, and China Merchants Industry also experienced stock price increases, suggesting a broader rally in the maritime industry [1] Group 2 - The news reports that the Iranian parliament's National Security Committee has concluded that the Strait of Hormuz should be closed, which could have significant implications for global shipping routes and oil supply [1] - The final decision regarding the closure of the Strait of Hormuz rests with Iran's Supreme National Security Council, indicating potential uncertainty in the geopolitical landscape [1]

当地时间17日，据美国消费者新闻与商业频道报道，全球最大航运协会之一波罗的海国际航运公会表 示，以色列伊朗大规模冲突令整个航运行业感到不安，目前已经有不少船只选择避开霍尔木兹海峡，通 过霍尔木兹海峡的船只数量正在下降。在地区安全局势加剧恶化的情况下，预计通过霍尔木兹海峡的海 运费用将会上涨。标普全球市场财智公司17日也表示，以色列伊朗大规模冲突的威胁"足以对航运产生 严重干扰"，目前有迹象表明，一些航运公司正在开始避免通过霍尔木兹海峡。(央视新闻) ...