Group 1 - The company China COSCO Shipping Holdings Co., Ltd. (中远海控) announced a share buyback program, having repurchased a total of 55.1017 million A-shares as of December 31, 2025, which represents 0.356% of the company's total share capital as of the same date [1] - The highest purchase price for the repurchased shares was RMB 14.98 per share, while the lowest was RMB 14.86 per share [1] - The total amount paid for the repurchased shares reached RMB 824,617,581.85, excluding transaction fees [1]

你知道吗？ 马六甲海峡虽然是世界上最繁忙的航运通道之一，但它绝不是谁的"私人财产"。 然而，长期以来，新加坡却像个"提款机"，从中赚得盆满钵满，这可是让不少大国心里咯噔一下的事儿。 这条水道上，过路费、信任费，新加坡收得明明白白，但背后却悄悄地把枪口对准了那些交钱的船队。 中国的船只刚交完费用，马上就被拍照编号，像被盯上的"重点对象"，这让人琢磨：这生意到底谁赚谁亏？ 新加坡的算盘打得精，但也让人看到了潜在的风险。 你别以为这事儿只有新加坡和中国两家在较劲。 其实，泰国早就盯上了克拉地峡——一条比马六甲更短更便捷的航道。 地理位置非常优越，曼谷到双溪哥乐不过五十多公里，地形也简单，不像马六甲那么"拥堵"。 英国殖民时代规定"永不开运河"，现在合同到期，泰国终于有机会翻身。 更关键的是，中国递出了一把铲子，帮忙挖这条运河。 这可不是中国免费送福利，而是"自救"的表现。 毕竟，马六甲海峡的"闸门"被别人掌控，油轮、货船过得顺不顺，谁说了算？ 新加坡港口一刻不停，吊机忙得像啄木鸟，集装箱堆成了积木。 数据说话，每三艘过路船就有一艘往中国送货，每收十美元费，就有七美元和中国脱不开关系。 可新加坡却把樟宜机场基地租给了 ...

Core Viewpoint - The company, Intercontinental Shipping (02409), has announced an agreement for the sale of a bulk carrier to Dexter Navigation Ltd for a maximum price of $26.7 million, aligning with its strategy to optimize its fleet composition [1] Group 1: Sale Agreement Details - The seller, Seacon Shanghai Ltd, a wholly-owned subsidiary of the company, has entered into an agreement with the buyer, Dexter Navigation Ltd, for the sale of a bulk carrier built in 2019 with a total tonnage of 44,038 tons [1] - The vessel is currently leased to the seller by Tai Ping 19 (Tianjin) Shipping Leasing Co., Ltd. under a bareboat charter [1] - The seller intends to exercise a purchase option to acquire the vessel before the delivery date, which will then be further delivered to the buyer as per the agreement [1] Group 2: Strategic Implications - The sale and the exercise of the purchase option are in line with the group's ongoing strategy to maintain a balanced fleet composition and optimize its shipping assets [1] - The board believes that this sale represents an opportunity to sell the vessel at a reasonable price, which will improve the group's working capital position and enhance liquidity [1] - The funds from this transaction will be used to finance the acquisition of new vessels, further optimizing the group's fleet composition [1] - The company will continue to monitor the current market conditions in the shipping industry and adjust its fleet composition as necessary [1]

出售事项以及行使购买选择权符合集团的持续战略，即维持船队组合均衡，以优化其船队。董事认为， 出售事项为以合理价格出售该船舶的机会，这将使集团能够改善其营运资金状况，进一步加强其流动 性，并为收购新船舶提供资金，以优化集团的船队组合。公司将持续注视航运业的现行市场状况，并监 察及适时调整集团的船队组合。 智通财经APP讯，洲际船务(02409)发布公告，于2025年12月31日，卖方Seacon Shanghai Ltd(公司的间接 全资附属公司)及买方Dexter Navigation Ltd订立协议，买方同意购买该船舶，代价最高为2670万美元。 该船舶是一艘于2019年建造的总吨位为44,038吨的散货船。 该船舶目前由拥有人太平十九号(天津)航运租赁有限公司根据光船租赁出租予卖方。卖方拟于交付日期 之前根据光船租赁的条款通过行使购买选择权按购买选择权价格购买该船舶。卖方透过行使购买选择权 拟购买的该船舶应根据协议进一步交付予买方。 ...

Core Viewpoint - The company, Seacon Shanghai Ltd, a wholly-owned subsidiary of Intercontinental Shipping (02409.HK), has entered into an agreement to sell a bulk carrier, SEACONSHANGHAI, to Dexter Navigation Ltd for a maximum price of $26.7 million, aligning with its strategy to optimize its fleet composition [1]. Group 1 - The vessel SEACONSHANGHAI, built in 2019, has a total tonnage of 44,038 tons [1]. - The current owner is leasing the vessel to the seller under a bareboat charter agreement and intends to exercise a purchase option before the delivery date [1]. - The sale is seen as an opportunity to improve the company's working capital position and enhance liquidity, providing funds for acquiring new vessels [1]. Group 2 - The company aims to maintain a balanced fleet composition as part of its ongoing strategy [1]. - The board believes that the sale represents a reasonable price for the vessel, which will further strengthen the company's financial position [1]. - The company will continue to monitor the current market conditions in the shipping industry and adjust its fleet composition as necessary [1].

Group 1: Global Economic Trends - In 2026, global defense spending is expected to reach a historic high of $2.9 trillion, influenced by geopolitical tensions and U.S. policies, with NATO countries planning to increase defense spending to 5% of GDP by 2035 [3][4] - Global energy demand is projected to grow by only 1% in 2026, driven by economic slowdown and improved energy efficiency, while carbon emissions are expected to increase by just 0.7% [4] - The global financial sector will face a new landscape of policy divergence, with major economies expected to lower interest rates, leading to a nearly 5% growth in global bank loans [7][8] Group 2: Automotive Industry - The global automotive market is anticipated to show a complex picture in 2026, with overall new car sales expected to grow by 2.5%, driven by a 15% increase in electric vehicle sales to 24 million units, with China accounting for over half of this market [3] - U.S. automakers are adjusting their electric vehicle strategies due to reduced policy support, with companies like Audi and Aston Martin delaying electric vehicle launches [3] Group 3: Energy Sector - Non-hydro renewable energy generation is expected to surpass 30% of the global energy mix for the first time, exceeding coal [4] - China is projected to add over 300 GW of wind and solar capacity, sufficient to power millions of households [4] Group 4: Healthcare Industry - Global healthcare spending is expected to grow by 5% to nearly $12 trillion, but actual government investment may remain tight due to prioritization of defense and debt reduction [10] - The pharmaceutical market is expected to see a 5% increase in sales, driven by the popularity of oral weight-loss drugs and the introduction of generic drugs in India and China [10] Group 5: Infrastructure Investment - Global infrastructure investment is projected to grow by 6%, exceeding $30 trillion, with nearly half of the investment concentrated in Asia [10][11] - The U.S. is focusing on digital infrastructure, with major tech companies expected to invest $400 billion in data centers [11] Group 6: Consumer Goods and Retail - Global retail sales growth is expected to be limited to 2% in 2026, with markets like India and the Philippines projected to grow by 5% and 7% respectively [15] - Companies are reshaping supply chains in response to trade tensions, with Nike planning to reduce reliance on Chinese manufacturing [16] Group 7: Tourism and Travel - The global tourism industry is expected to see a strong recovery, with international travelers projected to exceed 2 billion and total spending reaching $1.8 trillion [19][20] - The cruise market is set to expand, with at least 16 new cruise ships expected to enter service despite environmental regulations [20] Group 8: Technology and AI - The use of generative AI in businesses is expected to rise significantly, with the proportion of companies utilizing this technology projected to jump from under 5% in 2023 to about 80% by 2026 [18][19] - The demand for AI-related talent is expected to surge, with India alone needing 1 million skilled professionals by 2026 [19]

2009年，中国海员建设工会和中国船东协会建立中国船员集体协商工作机制，制定《中国船员集体协议 （A类）》，并坚持定期开展集体协商工作16年。协议广泛适用于中国籍船员、中国船东协会的会员单 位及其所拥有和（或）管理的国际航行船舶。在经历多轮修订后，集体协议逐步涵盖船员最低工资标 准、最低伙食费标准、伤病亡处理行业标准、提前解除劳动合同或上船协议规范程序等多项海上劳动标 准。这些标准在我国履行《2006年海事劳工公约》、维护船员切身利益、推动航运业健康可持续发展等 方面发挥了重要作用，获得了业内的广泛认可与应用。 本报讯 （记者赵欢）12月29日，中国海员建设工会与中国船东协会在北京对《中国船员集体协议（A 类）》修订达成一致意见并签署新一轮集体协议。双方一致同意，中国船员最低基薪标准在当前执行的 协议版本基础上，增长4%，以一等水手为例，其最低基薪将由717.76美元/每月增长至746.47美元/每 月，船员最低日薪、小时薪相应提高。双方将于2026年4月30日前，参照本次协商的结果和中国人民银 行公布的2025年平均汇率，测算并公布中国船员人民币最低基薪。本轮协议有效期为2026年5月1日至 2028年4月 ...

中国人民银行副行长陆磊发文称，《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方案》从机 制上明确了数字人民币将从数字现金时代迈入数字存款货币（ Digital Deposit Money ）时代。特朗普暗示，他已经有了一 位心目中的美联储下一任主席人选，但并不急于宣布，可能会在 1 月宣布。特朗普承认，乌克兰领土问题实际上"仍未谈 妥"，顿巴斯地区的非军事化区划设等"棘手"问题尚待解决。日本央行 12 月政策会议纪要显示，多位委员认为该国实际利 率仍处于极低水平，暗示未来将继续加息。 重点品种：贵金属， 股指，铜 首席点评： 贵金属集体回调 股指 ： 美国三大指数下跌，上一交易日股指冲高回落，石油石化板块领涨，有色金属板块领跌，市场成交额 2.16 万亿 元。资金方面， 12 月 26 日融资余额减少 20.37 亿元至 25264.62 亿元。 2025 年 12 月 26 日国家发改委发表《大力推 动传统产业优化提升》，对钢材、石化等原材料产业实现供需平衡、结构优化。我们预计供给侧改革可能会推升大宗 商品的价格并带动资源型股票上涨。 12 月以来人民币兑美元加速升值， 12 月 24 ...

据了解，2020年国家部署深圳综合改革试点，"深化国际船舶登记制度改革"改革被列入首批授权清单。 前海积极响应。2021年《全面深化前海深港现代服务业合作区改革开放方案》明确，将该项改革拓展 为"国际船舶登记和配套制度改革"。2023年《前海深港现代服务业合作区总体发展规划》获批，要求前 海联动香港，建设高端航运服务中心；探索将海洋装备、海上设施等纳入登记范围；研究设立国际船舶 登记服务平台。2024年实施的《深圳经济特区国际船舶条例》提出"市人民政府会同海事管理机构推动 在前海设立国际船舶登记中心"。 近日，前海创新经验"船舶转籍登记不停运办证"还获全市推行。此前船舶转籍，需将原有船舶证书注销 再重新登记，涉及海事、交通、船检等多个行政管理部门，审批手续环环相扣，周期长达二十余天。如 今"不停运办证"，即通过告知承诺、提前预审、联单办理、同步出证等举措，在原船舶证书注销后的极 短时间内，为拟转籍船舶同步办结营运所需证书，原则上将一次性集中发放办理的所有纸质船舶证书， 切实降低企业负担。 前海管理局重点区域开发处处长周耀荣接受采访时表示，此番深圳成立国际船舶登记服务中心，既是落 实好国家的部署安排，也是建设" ...

投资咨询业务资格：证监许可【2012】31号 IICERE 航运衍生品数据日报 | | | | 国贸期货研究院 能源化工研究中心 | | 投资咨询号: Z0021177 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 卢钊毅 | | 从业资格号:F03101843 | | 2025/12/29 | | | | | 数据来源：Clarksons、Wind | | | | | | | 运价指数 | 上海出口集装箱运价 综合指数SCFI | 中国出口集装箱运价 指数CCFI | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 | | | 现值 | 1656 | 1147 | 2188 | 962 | 3033 | 1690 | | == Alle | | | | | | | | | | 前值 | 1553 | 1125 | 1992 | 924 | 2846 | 1533 | | 运 | 涨跌幅 | 6.66% | 1.95% | 9.84% | 4.11% | 6.57% | 10.24% | | றா ...