智通财经获悉，中远海发(02866)午后飙升逾35%，截至发稿，涨31.67%，报1.58港元，成交额8.69亿港 元。 本文源自：智通财经网 消息面上，3月3日，集运指数欧线实现连续第二日涨停。伊朗宣布关停霍尔木兹海峡，多家国际航运巨 头纷纷采取避险措施并上调费用。赫伯罗特以战争风险为由，对每20呎货柜加收1500美元附加费；达飞 海运则对该区域订舱每个20呎货柜加收2000美元附加费，进一步加剧了航运成本压力。 智通财经APP在《智通财经港股03月投资策略及十大金股》中指出，中远海发围绕航运物流产业主线， 专注于以集装箱制造、集装箱租赁、航运租赁为核心业务。在集装箱制造板块，产能利用率维持高位， 其中，特箱业务表现亮眼，开顶箱、折叠箱等产量同比提升。在集装箱租赁板块，公司全球化布局步伐 加快，已覆盖超过43个国家共180余个港口。在航运租赁方面，2025年公司积极推进船舶的产融结合项 目，其中甲醇预留环保船型占比提升，顺应了航运绿色转型趋势。 ...

消息面上，3月3日，集运指数欧线实现连续第二日涨停。伊朗宣布关停霍尔木兹海峡，多家国际航运巨 头纷纷采取避险措施并上调费用。赫伯罗特以战争风险为由，对每20呎货柜加收1500美元附加费；达飞 海运则对该区域订舱每个20呎货柜加收2000美元附加费，进一步加剧了航运成本压力。 智通财经APP在《智通财经港股03月投资策略及十大金股》中指出，中远海发围绕航运物流产业主线， 专注于以集装箱制造、集装箱租赁、航运租赁为核心业务。在集装箱制造板块，产能利用率维持高位， 其中，特箱业务表现亮眼，开顶箱、折叠箱等产量同比提升。在集装箱租赁板块，公司全球化布局步伐 加快，已覆盖超过43个国家共180余个港口。在航运租赁方面，2025年公司积极推进船舶的产融结合项 目，其中甲醇预留环保船型占比提升，顺应了航运绿色转型趋势。 中远海发（601866）(02866)午后飙升逾35%，截至发稿，涨31.67%，报1.58港元，成交额8.69亿港元。 ...

智通财经APP在《智通财经港股03月投资策略及十大金股》中指出，中远海发围绕航运物流产业主线， 专注于以集装箱制造、集装箱租赁、航运租赁为核心业务。在集装箱制造板块，产能利用率维持高位， 其中，特箱业务表现亮眼，开顶箱、折叠箱等产量同比提升。在集装箱租赁板块，公司全球化布局步伐 加快，已覆盖超过43个国家共180余个港口。在航运租赁方面，2025年公司积极推进船舶的产融结合项 目，其中甲醇预留环保船型占比提升，顺应了航运绿色转型趋势。 智通财经APP获悉，中远海发(02866)午后飙升逾35%，截至发稿，涨31.67%，报1.58港元，成交额8.69 亿港元。 消息面上，3月3日，集运指数欧线实现连续第二日涨停。伊朗宣布关停霍尔木兹海峡，多家国际航运巨 头纷纷采取避险措施并上调费用。赫伯罗特以战争风险为由，对每20呎货柜加收1500美元附加费；达飞 海运则对该区域订舱每个20呎货柜加收2000美元附加费，进一步加剧了航运成本压力。 ...

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 ...

Group 1: Aviation Industry - The aviation sector is expected to benefit from the anticipated appreciation of the RMB against the USD due to the Federal Reserve's interest rate cuts, leading to foreign exchange gains for airlines [1] - International crude oil prices are projected to decline in 2026, alleviating fuel cost pressures for airlines [1] - Limited capacity expansion for domestic airlines is attributed to engine issues, while economic growth is expected to drive structural growth in air travel demand, positively impacting ticket prices and airline profits [1] - Recommended airlines include China Southern Airlines, Spring Airlines, and Huaxia Airlines [1] Group 2: Road Transportation Industry - The road transportation industry in China has entered a mature phase, with total expressway mileage expected to exceed that of the United States by 2024, making it the world's largest [1] - As highway construction investment slows and expiration pressures become evident, a new toll road management regulation may be introduced to revise existing toll periods [1] - Future industry trends are expected to include renovation and expansion, mergers and acquisitions, and business diversification [1] - Recommended company in this sector is Zhongyuan Highway [1] Group 3: Shipping Industry - The global shipping industry is transitioning towards zero-emission energy, with green methanol emerging as a mainstream choice due to its mature technology and effective decarbonization performance [2] - As of November 2025, there are 252 renewable methanol projects tracked globally, with a total installed capacity expected to reach 45.1 million tons by 2030 [2] - The total installed capacity for electro-methanol projects is projected to be 21.8 million tons, while bio-methanol projects are expected to reach 23.3 million tons by 2030 [2] - Recommended companies include CIMC Enric and COSCO Shipping International [2] Group 4: Dry Bulk Shipping - The focus has shifted from the increase in China's iron ore imports to the changes in import sources, which are leading to longer transportation distances [2] - The increase in domestic alumina production and the strong growth trend in imports require ongoing attention [2] - Recommended companies in this segment are China Merchants Energy Shipping and Haitong Development [2]

Group 1: Aviation Industry - The aviation sector is expected to benefit from the anticipated appreciation of the RMB against the USD due to the Federal Reserve's interest rate cuts, leading to foreign exchange gains for airlines [1][2] - International crude oil prices are projected to decline in 2026, alleviating fuel cost pressures for airlines [1][2] - Limited capacity expansion for domestic airlines is attributed to engine issues, while economic growth is expected to drive structural growth in air travel demand, positively impacting ticket prices and airline profits [1][2] - Recommended stocks in the aviation sector include China Southern Airlines (600029), Spring Airlines (601021), and Huaxia Airlines (002928) [2] Group 2: Road Transportation Industry - The road transportation industry in China has entered a mature phase, with total expressway mileage surpassing that of the United States, making it the largest in the world as of 2024 [2] - With a slowdown in road construction investment and increasing pressure from expiring tolls, new regulations on toll road management may be introduced [2] - Future trends in the industry are expected to include renovation and expansion, mergers and acquisitions, and business diversification [2] - Recommended stock in the road transportation sector is Zhongyuan Expressway (600020) [2] Group 3: Shipping Industry - The global shipping industry is transitioning towards zero-emission energy, with green methanol emerging as a mainstream choice due to its mature technology and effective decarbonization performance [3] - As of November 2025, there are 252 renewable methanol projects tracked globally, with an expected total installed capacity of 45.1 million tons by 2030 [3] - The total installed capacity for all electro-methanol projects is projected to be 21.8 million tons, while bio-methanol projects are expected to reach 23.3 million tons by 2030 [3] - Recommended stocks in the shipping sector include CIMC Enric and COSCO Shipping International [3] Group 4: Dry Bulk Shipping - The focus has shifted from the increase in China's iron ore imports to the changes in the sources of iron ore imports, which are leading to longer transportation distances [3] - The increase in domestic alumina production and the strong growth trend in imports require ongoing attention [3] - Recommended stocks in the dry bulk shipping sector include China Merchants Energy Shipping (601872) and Haitong Development (603162) [3]

Core Viewpoint - The completion of the "NOCC PACIFIC," the world's first LNG dual-fuel car carrier compliant with new international standards for transporting electric vehicles, marks a significant milestone in the collaboration between CIMC Raffles and Norwegian Car Carriers (NOCC) [1][2]. Group 1: Vessel Specifications and Innovations - "NOCC PACIFIC" measures 199.9 meters in length, 38 meters in width, with a design draft of 8.6 meters and a speed of 19 knots, capable of carrying 7,000 vehicles [1]. - The vessel is equipped with two C-type LNG tanks and dual-fuel engines, achieving zero emissions during port operations [1]. - The construction process utilized a new method that reduced hull deformation by over 15%, enhancing construction precision and shortening the build cycle [1]. Group 2: Industry Standards and Safety - In response to the surge in global electric vehicle shipping and associated safety challenges, the International Maritime Organization (IMO) has mandated that classification societies develop specific safety standards, set to be enforced from January 2026 [2]. - The "NOCC PACIFIC" has proactively incorporated DNV's "F (EV)" compliance design, making it the first car carrier to meet these new safety standards, thus providing a safety model for international electric vehicle maritime transport [2]. Group 3: Company Positioning and Future Prospects - CIMC Raffles has established itself as a leading builder of car carriers, having signed multiple contracts with various shipping companies, including Wallenius Lines and Zodiac Group [2]. - "NOCC PACIFIC" is the 15th car carrier delivered by CIMC Raffles and the 7th scheduled for delivery from the Longkou base by 2025, reinforcing the company's capacity for mass delivery in the PCTC sector [2]. - NOCC's CEO highlighted the vessel as a representation of cutting-edge technology and acknowledged CIMC Raffles' construction quality, indicating a strong future collaboration [3].

Core Viewpoint - The event "Promoting Green Innovation Cooperation and Building a Green Silk Road" highlighted China's commitment to green low-carbon development and its collaborative efforts with global partners, particularly in South America, to address climate change challenges [1][4]. Group 1: China's Green Development Initiatives - China has accumulated systematic experience in promoting green low-carbon development and has established effective cooperation pathways [1][4]. - The China Ocean Shipping Group (COSCO) aims to lead the shipping industry's green transformation and collaborate with various stakeholders to advance the Green Silk Road [1][4]. Group 2: Key Areas of Cooperation - COSCO emphasizes five key areas for deepening cooperation with global partners: 1. Connecting green supply chain networks 2. Researching green innovation technologies 3. Building green energy systems 4. Constructing smart green ports 5. Expanding green development ecosystems [4]. Group 3: Case Study - Chancay Port - Chancay Port in Peru, a key project under the Belt and Road Initiative, has become South America's first smart green port, achieving full-process intelligent management from ship docking to yard operations [4]. - Within just one year of opening, Chancay Port has rapidly grown to become Peru's third-largest port, with increasing throughput and export capacity [4].

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生或因倚賴該等內容而引致的任何損失承擔任何責任。 CIMC Enric Holdings Limited 中集安瑞科控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：3899） 自願公告 2025年第三季度及截至2025年9月30日止九個月 的未經審核核心數據 財務摘要 | | | 截 至9月30日止九個月 | | | 7月1日 至9月30日止三個月 | | | --- | --- | --- | --- | --- | --- | --- | | | 2025年 | 2024年 | 變 動 | 2025年 | 2024年 | 變 動 | | | （未經審核） | （未經審核） | % | （未經審核） | （未經審核） | % | | （人民幣百萬元） 收 益 | 19,348 | 17,969 | 7.7% | 6,734 | 6,489 | 3.8% | | （人民幣百萬元） 淨利潤 | 794 | 708 | 12.2% | 213 ...

Core Viewpoint - Shanghai is accelerating its goal to become an international shipping center, with significant advancements in the capabilities of its port cluster and a focus on digitalization, intelligence, and green transformation [1][2]. Group 1: International Shipping Center Development - The construction of the Shanghai International Shipping Center has achieved significant advancements in shipbuilding, port operations, transportation capacity, and green standards [2]. - Shanghai is a key shipbuilding base in China, leading in high-end LNG ship manufacturing, representing a critical breakthrough towards high-tech, high-value, and low-carbon transformation in the shipbuilding industry [2]. - The automation of the Yangshan Port's fourth phase has significantly improved operational efficiency while reducing energy consumption and carbon emissions, establishing a global model for "unmanned, intelligent, and low-carbon" ports [2]. Group 2: Global Cooperation and High-End Services - The international shipping center's advancement relies on extensive global cooperation, with Shanghai actively developing transoceanic green shipping routes in collaboration with major international ports like Los Angeles and Hamburg [2]. - High-end shipping services are identified as the core soft power and key indicators of the international shipping center, with a focus on enhancing shipping finance, insurance, legal, and arbitration services [2]. Group 3: Green Development and Carbon Neutrality - The shipping industry's green transformation is crucial for achieving China's carbon neutrality goals, as the transportation sector contributes significantly to carbon emissions, with shipping being a major component [3]. - The International Maritime Organization (IMO) is promoting a legally binding framework for net-zero emissions by 2050, which could drive global shipping's green development [3]. Group 4: Alternative Fuels and Digital Transformation - A transformation in fuel types is occurring in the shipping sector, with five main alternative energy pathways being promoted: LNG, methanol, ammonia, hydrogen, and batteries [4]. - LNG is currently the most widely used alternative energy, but its carbon reduction effect is not ideal; hydrogen and ammonia show promise but face safety and economic challenges [4]. - Digital transformation is recognized as a key factor in shaping the global shipping center landscape, with China leading in smart port construction and advancements in ship design, manufacturing, and operational management [5].