航运概念盘初拉升，招商轮船涨停，华光源海、中远海能、招商南油、中远海特、国航远洋、凤凰航运 等跟涨。 ...

大宗商品研究所 航运研发报告 航运日报 2025 年 10 月 30 日 航运日报 研究员：贾瑞林 第一部分 集装箱航运——集运指数（欧线） | 银河期货集运指数(欧线)日报 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | 期货合约 | 收盘价 | 涨跌 | 涨跌幅 | 成交量(手) | 増减幅 | 持仓量(手) | 增减幅 | | EC2512 | 1.843.8 | -27.2 | -1.45% | 17,598.0 | -49.05% | 30,114.0 | -5.62% | | EC2602 | 1.583.0 | -23.0 | -1.43% | 4.555.0 | -47.43% | 16,233.0 | 2.19% | | EC2604 | 1,175.9 | -18.5 | -1.55% | 1,891.0 | -35.57% | 14.460.0 | 0.46% | | EC2606 | 1,403.3 | -19.6 | -1.38% | 96.0 | - ...

Group 1: Company Overview - Hainan Strait Shipping Co., Ltd. was established in 2002 and listed on the Shenzhen Stock Exchange in 2009, laying the foundation for rapid development [2] - In 2017, the company expanded its business to port services by acquiring ferry terminal assets [2] - The company completed resource integration in the Qiongzhou Strait in 2021, enhancing transportation service capabilities [2] - By 2025, the company plans to acquire 100% of COSCO Shipping Passenger's shares, increasing its roll-on/roll-off vessel fleet to 66, ranking first globally [2] Group 2: Business Operations - The company primarily operates passenger and cargo transportation services in the Qiongzhou Strait and Bohai Bay, with routes including Haikou to Hai'an, Yantai to Dalian, and Sanya to Xisha [2] - Revenue is generated through shipping fees and port service operations, with a focus on developing unique products for tourism routes to enhance overall income [2] Group 3: Market Opportunities - The upcoming closure of Hainan's free trade port in 2025 is expected to increase passenger and vehicle flow, with the company planning to invest in new vessels and routes to meet demand [3][5] - The implementation of favorable tax policies in Hainan will lower operational costs and attract more investors, contributing to predictable growth in passenger and vehicle traffic [5] - Infrastructure improvements, such as the completion of the circular island tourism road, are anticipated to boost the company's core business by attracting self-driving tourists [5] Group 4: Dividend Policy - The company aims to provide stable dividend returns to shareholders while ensuring sustainable development, considering profitability, cash flow, future investment plans, and shareholder expectations [4] Group 5: Tourism Services - The Sanya to Xisha tourism route operates with the "Xianglong Island" vessel, offering a four-day, three-night experience with activities on various islands [6] Group 6: Disclosure Information - The investor relations activity did not involve any undisclosed significant information [7]

中远海能公告称，全资子公司寰宇公司或指定境外子公司拟与关联方中远海发全资子公司海南中远海发 或其指定子公司签署光租合同，租入六艘VLCC，租期最长240个月±90天。六艘船平均固定日租金 134,871元/艘（不含税），三艘船"保底+分成"模式年分成租金不超1.31亿元。本次交易构成关联交易， 不构成重大资产重组，需股东会审议，关联股东回避表决。过去12个月内相关交易累计金额约5.98亿 元。 ...

中远海能公告，公司全资子公司寰宇公司拟与中远海发全资子公司签署光租合同，以租赁六艘VLCC， 租期最长为240个月。六艘VLCC的平均固定日租金为人民币13.49万元/艘，其中三艘采用"保底+分 成"租金模式，年分成租金预计不超过人民币1.31亿元。截至公告披露日，过去12个月内，公司与同一 关联人进行的交易累计金额约为人民币5.98亿元。本次交易需提交公司股东会审议，关联股东需回避表 决。 ...

图为1000吨级货船经导流明渠驶向大坝下游。王津川 摄 chinanews.com.cn 图为乌江白马航电枢纽导流明渠。王津川 摄 图为正在建设中的乌江白马航电枢纽。王津川 摄 图为1000吨级货船经导流明渠驶向大坝下游。王津川 摄 10月29日，乌江白马航电枢纽举行导流明渠完工后首次试航，位于大坝上游的1000吨级货船在引航船的 引导下，成功驶向大坝下游。乌江白马航电枢纽位于重庆市武隆区，是乌江干流开发规划的最后一个梯 级，以航运开发为主，兼顾发电。项目建成后，将打通渝东南和黔东北地区进入长江黄金水道"最后一 公里"，推动乌江航运的全面复苏。 图为正在建设中的乌江白马航电枢纽。王津川 摄 ...

中银证券研报指出，2025年前三季度中远海特业绩表现亮眼，实现归母净利润13.29亿元，同比增长 10.54%，若剔除非经常性损益影响，扣非归母净利润增幅达32.19%，整体财务表现稳步提升。公司经 营状况整体向好，营业收入增长主要得益于运力规模的扩大和航运业务收入的增加。前三季季度，公司 通过非公开发行股票募集资金，进一步增强了资本实力，为船队建设和业务拓展提供了资金保障。公司 半潜船业务有望受益于海上风电、油气模块等高端装备运输需求，多用途船和重吊船或将继续围绕"一 带一路"沿线工程项目物流，推动收入稳步增长，汽车船业务随着新船不断交付，收入和利润贡献有望 继续提升。看好公司在风电、储能设备、汽车、纸浆等特种运输细分领域的竞争力，维持公司"买入"评 级。 ...

资料显示，A500ETF基金（512050）跟踪中证A500指数，采取行业均衡配置与龙头优选双策略， 中证全部35个细分行业全覆盖，融合价值与成长属性，相比沪深300，超配AI产业链、医药生物、电力 设备新能源等新质生产力行业，具备天然的哑铃投资属性。场外联接（A类：022430；C类： 022431）。 10月30日，沪指低开后拉升翻红，站稳4000点，市场热点出现轮动迹象，锂电池、动力电池、储 能、固态电池等新能源概念走强，前期强势的算力板块低开蓄力。截至11点21分，A500ETF基金 （512050）小幅上涨0.08%，盘中成交额超28.8亿元位居同类第一，持仓股鹏辉能源20cm涨停，蓝色光 标、欣旺达涨超10%，招商轮船、中远海能10cm涨停。 拉长时间看，今年以来，截至10月29日，同类成交活跃的A500ETF基金（512050）年内累计上涨 26%，跑赢同期沪深300指数涨幅（20.66%）超5%。资金积极布局新一代核心宽基，近3个交易日，该 ETF获得资金连续净流入，累计吸金近21亿元。近1周日均成交51.61亿元，排名可比基金第一。 展望后市，光大证券表示，市场有望维持强势表现。一方面，重要 ...

Market Overview - The market experienced fluctuations, with the Shanghai Composite Index falling below 4000 points, and both the Shenzhen Component and ChiNext Index dropping over 1% [1] - The lithium battery sector showed strength, with stocks like Tianqi Lithium and Tibet Urban Investment hitting the daily limit [1] - Quantum technology concepts remained active, with stocks such as Geer Software and Shenzhou Information also reaching the daily limit [1] - The overall market saw more declines than gains, with over 4000 stocks in the Shanghai and Shenzhen markets in the red, and a total transaction volume of 2.46 trillion [1] Hot Topics Lithium Battery - The lithium battery sector surged, with stocks like Dazhong Mining and Zhenhua Co. achieving consecutive limit-ups, and companies like Penghui Energy and Shida Shenghua also hitting the daily limit [4] - The catalyst for this surge was the continued rise in lithium carbonate futures, which have seen eight consecutive days of increases [4] - On October 30, the average price of lithium hexafluorophosphate was reported at 103,000 yuan per ton, up 2.49% from the previous trading day [4] Quantum Computing - The quantum computing sector saw renewed activity, with stocks like Geer Software and Shenzhou Information hitting the daily limit, and Guodun Quantum and Hexin Instruments rising over 10% [7] - According to a report, the global quantum computing industry is projected to grow from $5.037 billion in 2024 to $21.998 billion by 2030, with 2027-2029 being critical years for growth [9] - Investment focus is shifting towards the upstream components of quantum technology, including quantum chips and low-temperature cooling systems, which are seen as key technological barriers [7] Shipping - The shipping sector experienced a significant rise, with stocks like China Merchants Energy and COSCO Shipping hitting the daily limit [10] - The catalyst for this increase was a nearly 5% rise in the European line shipping index, reaching a new high since July, alongside the Baltic Dry Index (BDI) maintaining around 2000 points [10] - Several shipping companies, including MSC and CMA CGM, have announced price increases for important shipping routes starting November 1 [10]

中国经济网北京10月30日讯 招商轮船(SH:601872)今日股价涨停，截至收盘报9.44元，涨幅 10.02%，总市值762.24亿元。 （责任编辑：康博） ...