（文章来源：每日经济新闻） 每经AI快讯，天眼查显示，近日，中远海能发生工商变更，注册资本由约47.7亿元人民币增至约54.7亿 元人民币。中远海运能源运输股份有限公司成立于1996年7月，经营范围包括主营沿海、远洋、长江货 物运输，船舶租赁，货物代理、代运业务等，由中国海运集团有限公司、HKSCC NOMINEES LIMITED、中国远洋海运集团有限公司等共同持股。 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - Geopolitical disturbances are high. Under the influence of Maersk's stable February quotes, the expectation of a rush to ship in March, the expectation of an off - season in April, and the suppression of long - term contract prices, the 04 contract will fluctuate between 1100 - 1250 points. It is recommended to be cautious when short - selling the 04 contract and pay attention to whether there is a significant premium on the market. The upward space depends more on capital behavior. With the current basis of 300 points, beware of long - position capital driving up the price. In the long - term, it is still recommended to short the 10 contract on rallies, mainly based on the bearish logic of the off - season and tax rebates. The valuations of the 06 and 08 contracts are difficult to determine, and they will fluctuate widely within a reasonable range. It is recommended to operate with caution under geopolitical disturbances [3][30] 3. Summary According to Related Catalogs 3.1 Contract Information - EC2602: Yesterday's closing price was 1720.0, up 0.19%, with a basis of 72.1, a trading volume of 294, an open interest of 2339, and an open interest change of - 212 [2][29] - EC2604: Yesterday's closing price was 1184.6, down 3.46%, with a basis of 607.5, a trading volume of 32818, an open interest of 33806, and an open interest change of - 2075 [2][29] - EC2606: Yesterday's closing price was 1513.1, down 1.93%, with a basis of 279.0, a trading volume of 5944, an open interest of 12598, and an open interest change of 295 [2][29] - EC2608: Yesterday's closing price was 1607.9, up 0.06%, with a basis of 184.2, a trading volume of 1131, an open interest of 1450, and an open interest change of - 144 [2][29] - EC2610: Yesterday's closing price was 1130.0, up 0.67%, with a basis of 662.1, a trading volume of 2504, an open interest of 7884, and an open interest change of - 250 [2][29] 3.2 Month - spread Information - EC2502 - 2604: The previous day's value was 535.4, the value two days ago was 489.7, the value three days ago was 467.8, the daily change was 45.7, and the weekly change was 11.8 [2][29] - EC2504 - 2606: The previous day's value was - 328.5, the value two days ago was - 315.8, the value three days ago was - 326.3, the daily change was - 12.7, and the weekly change was - 80.2 [2][29] 3.3 Index Information - Spot (European route): Updated weekly on Mondays, as of 2026/2/2, the value was 1792.14 points, down 3.61% from the previous period and down 4.86% from the period before the previous one [2][29] - SCFI (European route): Updated weekly on Fridays, as of 2026/1/30, the value was 1418 dollars/TEU, down 11.10% from the previous period and down 4.83% from the period before the previous one [2][29] 3.4 European Route Spot Situation - This week, downstream customers are booking shipping space for early February (week 6 - 7). Currently, the overall cargo - receiving situation of ships is good, but the pressure to attract cargo has increased, and shipping companies need to attract cargo for ships departing during the Spring Festival holiday. The price center in week 7 is 2140 US dollars, equivalent to 1500 points on the market. From week 8 - 9, MSK's opening price is 1950 US dollars (unchanged from the previous period), and other shipping companies' quotes are also mainly unchanged [4][31] 3.5 News - On 2/3, the Israeli army's chief of staff said that the Israeli army is in a "period of enhancing war preparedness" [4][31] - On 2/3, US media reported that Iran is willing to suspend its nuclear program, and senior US and Iranian officials are communicating directly via text messages. Senior US and Iranian officials are expected to meet in Istanbul on Friday to ease tensions between the two countries. Iranian Foreign Minister Araqchi and US envoy Witkoff are communicating directly via text messages. Sources said that Iran is willing to close or suspend its nuclear program, which is regarded as a major concession. However, it prefers to adopt the proposal of establishing a regional nuclear power production consortium put forward last year. Iranian National Security Council Secretary Ali Larijani recently met with Russian President Putin in Moscow and conveyed a message from Iran's Supreme Leader Khamenei, indicating that Iran can agree to transport its enriched uranium inventory to Russia, similar to the 2015 Joint Comprehensive Plan of Action [4][31] - On 2/3, US media reported that the US - Iran nuclear negotiations are expected to be held on Friday, and the US envoy has a busy schedule this week [4][31]

1. Report Industry Investment Rating - No relevant content provided 2. Core Views of the Report - The February contract valuation bottom of the container shipping index (European Line) futures may be around 1700 points, and factors such as vessel schedule delays and the online cargo collection ratios of different alliances will affect the final delivery settlement price [5]. - Before the Spring Festival, the freight rate driver is weak. The EC2604 contract is expected to fluctuate in the near - term. Attention should be paid to the implementation of shipping companies' price - holding strategies in March after the festival. The cancellation of VAT export tax rebates for photovoltaic and other products may disrupt the shipping rhythm and shipping companies' pricing strategies [6]. - For more distant contracts, the resumption time of the Suez Canal is uncertain. With relatively fewer ultra - large vessel deliveries in 2026, there may still be an expectation gap. Investors can consider arbitrage opportunities in contracts such as long EC2606 short EC2610 and long EC2608 short EC2610 [7]. 3. Summary by Relevant Catalogs 3.1 Market Analysis - Online quotes for different shipping alliances on the Shanghai - Rotterdam route vary. For example, Gemini Cooperation's Maersk quotes for WEEK6 - WEEK9 are 1295/2070, 1230/1960, 1205/1910, and 1200/1900 respectively; HPL's quotes for February and March also show differences [1]. 3.2 Geopolitical and Supply - Geopolitically, a White House official will visit Israel and meet with Netanyahu [3]. - Static supply: As of January 31, 2026, 6 container ships with a total capacity of 46,950 TEU have been delivered in 2026. The delivery expectations for 12000 - 16999TEU and 17000 + TEU ships from 2026 - 2029 are provided, with relatively less delivery pressure for ultra - large ships in 2026 [3]. - Dynamic supply: The monthly average weekly capacity in February is 263,100 TEU, in March is 313,400 TEU, and in April is 279,000 TEU. There are 12 blank sailings in February and 6 blank sailings and 2 TBNs in March [4]. 3.3 Contract and Price Analysis - The final trading day of the EC2602 contract is February 9, 2026, and its delivery settlement price is the arithmetic average of the three - phase delivery settlement prices on January 26, February 2, and February 9, 2026. The preliminary estimated valuation bottom of the February contract delivery settlement price is around 1700 points [5]. - The freight rate before the Spring Festival is weakly driven. The EC2604 contract is expected to fluctuate. The freight rates of some shipping companies in March have increased, and the capacity in March has increased by 19% compared to February [6]. 3.4 Strategy - Unilateral: The April contract is expected to fluctuate. - Arbitrage: None currently [9] 3.5 Market Data - As of February 2, 2026, the total open interest of all contracts of the container shipping index (European Line) futures is 58,198 lots, and the single - day trading volume is 42,731 lots. The closing prices of different contracts such as EC2602, EC2604, etc. are provided [8]. - The SCFI and SCFIS prices for different routes on February 1 and February 2 are also given [8].

Economic Growth and Trade - Shanghai's GDP reached 5.67 trillion yuan, growing by 5.4%, exceeding expectations [2] - The total import and export volume reached 4.51 trillion yuan, with exports increasing by 10.8% [2] - Actual foreign investment amounted to 16.06 billion USD, equivalent to 114.8 billion yuan [2] Foreign Trade and Investment - Shanghai's foreign trade achieved growth due to targeted policies and trade diversification [3] - In 2025, imports and exports to ASEAN and Belt and Road countries are expected to grow by 10.4% and 12.1%, respectively [3] - Shanghai remains a favored destination for foreign investment, with significant projects in sectors like new energy vehicles and biomedicine [3] Economic Goals and Strategies - The GDP growth target for this year is set at around 5% [4] - Emphasis on strengthening domestic demand and enhancing the role of consumption and investment [4] - Plans to boost consumption and stabilize foreign trade and investment, while promoting high-quality development of state-owned and private enterprises [5] Five-Year Plan and Future Outlook - The "15th Five-Year Plan" aims for Shanghai's per capita GDP to double by 2035 compared to 2020 [6] - Key tasks include accelerating the construction of the "Five Centers" and promoting high-level reform and opening up [7] - The "Five Centers" encompass international economic, trade, shipping, financial, and innovation centers, with a focus on enhancing service quality and fostering world-class enterprises [7]

投资咨询业务资格：证监许可【2012】669号 大类资产集体调整，贵金属剧烈波动 ——中信期货晨报20260203 中信期货研究所 仲鼎 从业资格号F03107932 投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 金融市场涨跌幅 | 2026-02-02 | 品种 | 现价 | 日度涨跌幅 | 周度涨跌幅 | 月度涨跌幅 | 季度涨跌幅 | 年度涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | --- | | 殷指 | 炉深300用货 | 4577. 4 | -2.66 | -2. 84 | -2. 84 | -0. 49 | -0. 49 | | | 上证50期货 | 3004. 2 | -2. 28 | -2. 27 | -2. 27 | -0. 69 | -0. 69 | | | 中证500期货 | 7903. 2 | -4. 79 | -5. 49 | -5. 49 | 7.34 | 7 ...

编辑 | 杨家瑞 北京青年报2026-02-02 15:37:11 2月2日，外交部发言人林剑主持例行记者会。 有记者提问，据报道，一家丹麦航运公司表示将暂时接管长和巴拿马港口运营权。此前巴拿马最高法院 裁定巴拿马港口公司（长和子公司）的特许经营权违宪。中方对此有何评论？ "我们此前已经就巴拿马有关港口的问题阐明了中方的立场，中方将坚决维护中方企业的正当合法权 益。"林剑回应。 文 | 北京青年报记者 董鑫 监制 | 王子轩 ...

2月2日，招商南油跌5.42%，成交额7.65亿元。两融数据显示，当日招商南油获融资买入额1.19亿元， 融资偿还1.03亿元，融资净买入1682.53万元。截至2月2日，招商南油融资融券余额合计6.13亿元。 责任编辑：小浪快报 机构持仓方面，截止2025年9月30日，招商南油十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股8477.42万股，相比上期增加2063.90万股。南方中证1000ETF（512100）位居第九大流通 股东，持股3548.93万股，相比上期减少39.14万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融资方面，招商南油当日融资买入1.19亿元。当前融资余额6.13亿元，占流通市值的3.75%，融资余额 低于近一年30%分位水平，处于低位。 融券方面，招商南油2月2日融券偿还23.21万股，融券卖出7600.00股，按当日收盘价计算，卖出金额 2.65万元；融券余量18.96万股，融券余 ...

《规划》要求，着力优化京津冀城市体系。构建"一核两翼、双城多点、双廊多圈"的首都都市圈空间格 局。要充分发挥北京"一核"的辐射带动作用，加强"四个中心"功能建设，提升"四个服务"水平，营造一 流的中央政务环境。高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长 极，推动"两翼"比翼齐飞。高质量谱写京津"双城记"，天津加强北方国际（000065）航运核心区建设， 共同打造区域发展高地。发挥河北节点城市支撑作用，形成优势互促、联动发展的功能格局。 《规划》强调，促进实现重点领域功能协同。构建"两廊四带"产业协同创新格局，因地制宜发展新质生 产力，推动创新链产业链深度融合，发展先进制造业集群。加快构建"八廊两环"交通廊道，加强海港、 陆港、空港联动，全面建成面向世界的京津冀国际性综合交通枢纽集群。坚持以首都安全保障为核心， 协同构建韧性空间格局，着力提升洪涝等自然灾害应对和跨区域生命线廊道联通保障能力，健全央地、 军地、三地防灾救灾协调联动机制。坚持陆海统筹，强化山水林田湖草沙一体化保护和系统治理，深化 落实以"三区三线"为基础的国土空间开发保护格局。合理优化区域优质公共服务资源配置，推动教育、 ...

Group 1 - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) closed down 2.94% on February 2, with a trading volume of 82.134 million yuan [1] - As of January 30, the fund had a total of 335 million shares and a total size of 343 million yuan, reflecting a decrease of 5.36% in shares and 2.16% in size since December 31, 2025 [1] - The fund's management fee is 0.50% per year, and the custody fee is 0.10% per year [1] Group 2 - The top holdings of the Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF include COSCO Shipping Holdings, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Shipping, China Petroleum & Chemical Corporation, and others, with respective holding percentages [2] - The largest holding is COSCO Shipping Holdings at 4.11%, followed by China Shenhua Energy at 2.68% and CNOOC at 2.56% [2] - The fund manager, He Yuxuan, has managed the fund since August 20, 2025, achieving a return of 2.85% during the tenure [1]

证券日报网讯 2月2日，海通发展发布2025年前三季度权益分派实施公告称，公司2025年前三季度利润 分配方案为A股每股现金红利0.05元（含税），股权登记日2026年2月6日，除权除息日及红利发放日均 为2月9日。 （文章来源：证券日报） ...