尽管存在上述情况，本集团仍维持稳健的现金流及财务状况以满足业务及发展需求。 有关期间的股东应占未经审核综合溢利预期减少主要由于国际贸易摩擦，其中包括美国与中国的关税争 端，导致本集团的货物运输及处理量下跌;以及深中通道于2024年6月30日正式通车亦对本集团的跨境水 上客运相关业务表现造成负面影响。 来源：智通财经网 珠江船务(00560)发布公告，本集团预期于截至2025年12月31日止年度(有关期间)的股东应占未经审核综 合溢利约4100万港元至5500万港元，较去年同期的股东应占溢利约1.17亿港元下跌约53%-65%。 ...

追加8艘！MSC再下单中国民营船厂，总船队逼近1000艘！ 援引多家航运媒体消息，全球最大班轮公司地中海航运（MSC）继续加码在中国船厂的集装箱船新造计划。多名造船业内消息人士透露，MSC已在中国 蓬莱中柏京鲁船业（Penglai Zhongbai Jinglu Shipyard）追加签署8艘11,500TEU LNG双燃料新巴拿马型（neo-panamax）集装箱船新造订单，使其在该船厂 的同型船订单翻倍至16艘，总合同金额约22.4亿美元。 订单翻倍：单船约1.4亿美元，16艘总值22.4亿美元 报道称，MSC本次新增的8艘11,500TEU LNG双燃料新造船，单船价格约 1.4亿美元，与其此前在该厂首批订单价格大致相当。随着本轮追加，MSC在京 鲁船厂的11,500TEU新巴拿马型箱船订单合计达到 16艘，对应合同总金额约 22.4亿美元。 值得注意的是，消息人士还披露：MSC"据称在去年就已签下本次新增8艘订单"，但交易当时 未被公开报道；其 首批8艘则是在 2024年完成签约。 与此同时，来自经纪行口径的周度报告也对这一交易形成互证。MB Shipbrokers在最新《Container Week ...

Core Viewpoint - The stock price of COSCO Shipping Energy Transportation Co., Ltd. (01138) rose by 5.35% to HKD 17.12, with a trading volume of HKD 46.04 million, indicating positive market sentiment towards the company amid rising oil shipping rates and geopolitical tensions [1][3]. Group 1: Market Sentiment and Price Movement - The stock price of COSCO Shipping Energy increased by 5.35% to HKD 17.12, with a trading volume of HKD 46.04 million [1][3]. - Geopolitical tensions since 2026 have heightened shipowners' sentiment, contributing to the recent high oil shipping rates [5]. Group 2: Industry Outlook - The company is advised to monitor the upward trend in shipping rates, which are expected to increase significantly year-on-year, with projections indicating that tanker profits in Q1 2026 will surge several times compared to previous years [5]. - The outlook for oil shipping is characterized as a "super bull market" rather than a short-term reaction to geopolitical events, suggesting a long-term growth trajectory [5]. - Global crude oil production increases are anticipated to drive demand for oil shipping, while the aging fleet of tankers will ensure a rigid supply of compliant capacity [5]. - Attention is drawn to changes in the gray market, as geopolitical situations may provide unexpected supply-demand options [5].

Core Viewpoint - China Merchants Energy (01138) has seen a stock price increase of over 5%, currently at 17.1 HKD, with a trading volume of 42.4864 million HKD, driven by heightened shipping sentiment due to geopolitical tensions and sustained high oil shipping rates [1] Group 1: Market Sentiment and Price Trends - Geopolitical tensions since 2026 have led to increased shipping sentiment among shipowners, with foreign shipowners intensifying their control over the rental market [1] - Recent oil shipping rates have remained high, indicating a potential for continued strong performance in the sector [1] Group 2: Profitability and Future Outlook - The company is expected to see a significant year-on-year increase in tanker profitability in Q1 2026, potentially by several times [1] - The long-term outlook for oil shipping is characterized as a "super bull market," driven by ongoing global crude oil production increases and the aging of tankers ensuring a rigid supply of compliant capacity [1] Group 3: Market Dynamics - The company should monitor changes in the gray market, as geopolitical situations may provide unexpected supply-demand options [1]

Group 1 - The core viewpoint of the article highlights that Cosco Shipping Energy Transportation (中远海能) has seen a stock price increase of over 5%, currently trading at 17.1 HKD with a transaction volume of 42.4864 million HKD [1] - According to Cathay Securities, geopolitical tensions since 2026 have heightened shipowners' sentiment, leading to increased control over the market by foreign shipowners, and oil transportation rates have remained high [1] - The report suggests that the positive sentiment among shipowners is likely to continue impacting short-term freight rates, with expectations of a significant year-on-year increase in tanker profits in Q1 2026 [1] Group 2 - The analysis emphasizes that oil transportation is not merely a short-term play on geopolitical issues but is supported by a long-term "super bull market" logic [1] - The firm is optimistic about the continued growth in oil transportation demand driven by global crude oil production increases, while the aging of tankers will ensure a rigid supply of compliant capacity [1] - Attention is drawn to changes in the gray market, with geopolitical situations potentially providing unexpected options for supply and demand [1]

欢迎扫描下方二维码关注： 农业生产用地,具体包括: (1)将国有农用地出租给农业生产者用于 农业生产。 (2)将土地使用权转让给农业生产者用于 农业生产。 (3)采取转包、出租、互换、转让、入股 等方式将承包地流转给农业生产者用于农 业生产。 9 个人从事金融商品转让业务取得的收入。 10. 美国船级社（ABS）在非营利宗旨不变、中 国船级社在美国享受同等免税待遇的前提 下，在中国境内提供的船检服务。 77. 台湾航运公司、航空公司从事海峡两岸海 上直航、空中直航业务在大陆取得的运输 收入。 12. 土地所有者出让土地使用权和土地使用者 将土地使用权归还给土地所有者。 13. 县级以上地方人民政府或自然资源行政主 管部门出让、转让或收回自然资源使用权 （不含土地使用权）。 14. | 香港市场投资者（ 包括单位和个人 ) 买卖 股票、基金，具体包括: (1)通过深港通买卖深圳证券交易所上市 A股取得的收入。 (2)通过沪港通买卖上海证券交易所上市 A股取得的收入。 (3)通过基金互认买卖内地基金份额取得 的收入。 15 被撤销金融机构以货物、不动产、无形资 产、有价证券、票据等财产清偿债务。 16. 人民银行 ...

Core Viewpoint - The announcement details a shareholder agreement between Pacific Shipping (02343), TOWAY Group Limited, and Caravel Maritime Ventures Inc., focusing on TOWAY's investment in the company and establishing a framework for governance and collaboration [1][3]. Group 1: Shareholder Agreement Details - The agreement stipulates that during the tenure of TOWAY-appointed directors, their total equity in the company cannot exceed 23% of the issued shares or the number of shares representing 23% at the time of reaching that threshold [2]. - TOWAY representatives are prohibited from initiating or supporting any takeover bids against the company during their tenure, although they may accept or vote in favor of independent third-party offers [2]. - If TOWAY holds at least 10% of shares, they can nominate one non-executive director to the board; if they hold at least 15%, they can nominate two non-executive directors [2]. Group 2: Governance and Strategic Intent - The agreement aims to regulate the relationship between the company and TOWAY, the largest single shareholder, supporting the company's independent operation in global shipping [3]. - The board believes the terms of the shareholder agreement are fair and reasonable, aligning with the overall interests of all shareholders [3].

Core Viewpoint - The announcement details a shareholder agreement between Pacific Shipping (02343), TOWAY Group Limited, and Caravel Maritime Ventures Inc., focusing on TOWAY's investment in the company and establishing a framework for governance and collaboration [1][3]. Group 1: Shareholder Agreement Details - The agreement stipulates that during the tenure of TOWAY-appointed directors, and for three months after their departure, TOWAY and its representatives cannot hold more than 23.0% of the company's issued shares or the number of shares that represent 23.0% at the time of reaching that threshold [2]. - TOWAY representatives are prohibited from initiating or supporting any takeover bids against the company during the specified period, although they may accept or vote in favor of third-party offers [2]. - If TOWAY holds at least 10.0% of shares, it can nominate one non-executive director to the board; if it holds at least 15.0%, it can nominate two non-executive directors [2]. Group 2: Governance and Strategic Intent - The shareholder agreement aims to regulate the relationship between the company and TOWAY, ensuring the company operates independently as a shipping entity while fostering constructive cooperation with TOWAY [3]. - The board believes that the terms of the shareholder agreement are fair and reasonable, aligning with the overall interests of the company's shareholders [3].

Core Viewpoint - Pacific Shipping (02343.HK) has entered into a shareholder agreement with TOWAY Group Limited and Caravel Maritime Ventures Inc. to ensure sustainable growth and maximize shareholder returns while maintaining independent operations of the board and management [1][2]. Group 1 - The shareholder agreement recognizes the core values of the company, focusing on long-term sustainable growth and maximizing shareholder returns [1]. - The board and management will operate independently, with decisions made based on consensus to align with the best interests of the company and all shareholders [1]. - The company aims to promote international trade by optimizing vessel utilization and maintaining superior market performance to enhance long-term shareholder value [1]. Group 2 - The agreement stipulates that during the tenure of TOWAY-appointed directors and for three months after their departure, TOWAY representatives cannot hold more than 23% of the company's issued shares or the number of shares they initially represented [2]. - TOWAY representatives are prohibited from proposing or supporting any takeover bids against the company during the specified period, although they may accept or vote in favor of third-party offers [2]. - If TOWAY holds at least 10% of shares, they can nominate one non-executive director to the board; if they hold at least 15%, they can nominate two non-executive directors [2].

格隆汇2月16日丨太平洋航运(02343.HK)发布公告，1)哈利•般哥博士(Dr. Harindarpal Singh Banga)；及 (2)Angad Banga先生已获委任为公司非执行董事，自2026年2月16日起生效。 ...