Core Viewpoint - The company expects a net profit attributable to shareholders of 6 billion to 6.6 billion yuan for the year 2025, representing a year-on-year growth of 17% to 29% [1] Group 1: Profit Growth Drivers - The anticipated growth in 2025 is primarily due to the oil tanker fleet capitalizing on market recovery, with expected operating profit in the fourth quarter projected to increase by 200% to 230% year-on-year [1] - The company expects a significant increase in non-recurring income during the reporting period, driven by factors such as the disposal of old vessels yielding good returns and the acquisition of Antong Holdings shares, which is expected to realize fair value changes in the third quarter and will be accounted for using the equity method starting in the fourth quarter [1] - The dry bulk and ro-ro fleet is expected to experience a temporary decline in operating profit during the reporting period [1]

智通财经APP讯，招商轮船(601872.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为60亿元至66亿元，同比增长17%至29%。 公司2025年度业绩预计出现增长的主要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同 比预计增加200-230%。2、受益于多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置 老旧船舶实现良好收益、收购安通股份股票三季度实现公允价值变动收益(四季度开始按权益法核算) 等;3、干散货船队、滚装船队预计报告期经营利润阶段性有所下滑。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in net profit for the fiscal year 2025, projecting a range of 6 billion to 6.6 billion yuan, which represents a year-on-year growth of 17% to 29% [1] Financial Performance - The company anticipates that the net profit attributable to shareholders in the fourth quarter of 2025 will increase by 962 million to 1.562 billion yuan, reflecting a growth of 55% to 90% compared to the same period last year [1] - The operating profit of the tanker fleet has seen substantial growth year-on-year, capitalizing on the market recovery [1] Non-Recurring Income - There has been a notable increase in non-recurring income, primarily due to the disposal of old vessels, which yielded significant returns, as well as gains from changes in the fair value of previous stock investments [1] Segment Performance - The operating profits of the dry bulk fleet and the roll-on/roll-off fleet have experienced a temporary decline during the reporting period [1]

中新社武汉1月8日电记者从长江海事局8日召开的新闻发布会获悉，长江干线对外开放与航运经济展现 出强劲活力，2025年长江干线安徽至四川段国际航行船舶进出口岸达347艘次；载运外贸货物107.9万 吨，与2019年相比增长140.8%。长江引航中心引领中外籍船舶6.1万艘次，载货量5.0亿吨。 截至2025年底，长江海事局辖区有一类口岸10个，临时开放港区5个，各口岸开放共有码头27个，泊位 77个。湖北荆州盐卡港对外开放后，国际直航货轮可驶入岳阳城陵矶港上游水域，创造了长江中上游内 河港口通航新历史。 长江海事局通过深化"单一窗口"应用，实现国际航行船舶进出口岸申报100%通过"单一窗口"办理。全 线运行国际航行船舶"联合登临检查"机制，做到与海关、边防等联检部门监管互认、执法互助、数据共 享，减少了船舶接受检查频次，有效压缩了国际航行船舶通关时间。 （文章来源：中国新闻网） 据介绍，"十四五"期间，重庆果园、九江瑞昌、彭泽、芜湖三山4个港区口岸正式对外开放；重庆江津 珞璜、涪陵龙头、芜湖朱家桥3个港区口岸扩大开放通过省级验收；四川宜宾、泸州，湖北荆州盐卡、 武汉花山、武汉汉南5个港区口岸临时对外开放。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in its net profit for the fiscal year 2025, driven by market recovery and non-recurring gains from asset disposals and investments [1] Financial Performance Summary - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, reflecting a growth rate of 55% to 90% compared to the same period last year [1] - The net profit excluding non-recurring gains is expected to be between RMB 500.5 million and RMB 560.5 million, showing a slight decline of 0.2% to an increase of 12% year-on-year [1] - In the fourth quarter, the net profit excluding non-recurring gains is projected to rise by RMB 377 million to RMB 977 million, indicating an increase of 22% to 57% year-on-year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the oil tanker fleet capitalizing on market recovery, with expected operating profits in the fourth quarter increasing by 200% to 230% year-on-year [1] - The company expects a substantial increase in non-recurring gains during the reporting period, driven by the disposal of old vessels and gains from the acquisition of Antong Holdings stock, which will start being accounted for using the equity method in the fourth quarter [1] - The dry bulk and ro-ro (roll-on/roll-off) fleets are expected to experience a temporary decline in operating profits during the reporting period [1]

人民财讯1月8日电，招商轮船（601872）1月8日公告，公司预计2025年度实现归属于上市公司股东的净 利润为60亿元—66亿元，同比增加17%—29%。2025年四季度实现归属于上市公司股东的净利润与上年 同期相比，预计增加9.62亿元—15.62亿元，预计增加55%—90%。公司2025年度业绩预计出现增长的主 要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同比预计增加200%—230%。2、受益于 多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置老旧船舶实现良好收益、收购安通 股份股票三季度实现公允价值变动收益(四季度开始按权益法核算)等。 ...

招商轮船公告，预计2025年度实现归属于上市公司股东的净利润为人民币60亿元到66亿元，与上年同期 相比，预计增加8.93亿元到14.93亿元，同比增加17%到29%。2025年四季度实现归属于上市公司股东的 净利润与上年同期相比，预计增加9.62亿元到15.62亿元，预计增加55%到90%。预计公司2025年度实现 归属于上市公司股东的扣除非经常性损益的净利润为人民币50.05亿元到56.05亿元，与上年同期相比， 预计增加-1000万元到5.9亿元，同比增加-0.2%到12%。2025年四季度实现归属于上市公司股东的扣除非 经常性损益的净利润与上年同期相比，预计增加3.77亿元到9.77亿元，增加22%到57%。 ...

中新网泉州1月8日电 (黄文兴)1月8日，载运约3340吨花岗岩小碎石的两岸直航船舶"星东18"轮，缓缓驶 离泉州肖厝物流码头，驶向下一港金门。 据肖厝边检站统计，2025年肖厝口岸两岸直航船舶达322艘次，同比增长19.25%，进出口货物约56.07万 吨。 肖厝边检站执勤一队教导员韩建勋表示，针对两岸直航船舶作业时间短、排水量小、不受潮水限制等特 点，该站为两岸直航船舶开通"绿色通道"，实行优先审批、优先查验，实施24小时全天候通关服务，实 现船舶靠泊"零等待"和离泊"零延时"。(完) （文章来源：中国新闻网） 8日，载运约3340吨花岗岩小碎石的两岸直航船舶"星东18"轮，缓缓驶离泉州肖厝物流码头。黄文兴摄 据了解，肖厝口岸往来两岸直航船舶进出口货物主要为花岗岩小碎石、毛角石、高岭土、机制砂、大豆 粕等建筑材料和农副产品。 "我们昨晚进港靠泊，早上装完货出发，晚上就能到金门。""星东18"轮船长连清林介绍，他常年往返该 航线，切身感受到通关效率持续提升，流程日益便捷。 ...

Core Viewpoint - The company, Haitong Development, is a leading player in the domestic private dry bulk shipping sector, benefiting from the depreciation of the RMB and its strategic positioning in the Fujian Free Trade Zone [2][4]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and was established on March 19, 2009, with its listing date on March 29, 2023 [8]. - The company primarily engages in domestic coastal and international ocean dry bulk transportation, with shipping revenue accounting for 90.84% of its total income [8]. - As of September 30, 2025, the company reported a revenue of 3.009 billion yuan, a year-on-year increase of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. Business Operations - Haitong Development has developed into a leading private dry bulk shipping enterprise in China, focusing on coal transportation along the Bohai Bay to the Yangtze River estuary, and is expanding into iron ore and other dry bulk goods [3][4]. - The company’s overseas revenue accounted for 65.04% of its total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [4]. Market Performance - On January 8, the company's stock rose by 0.24%, with a trading volume of 171 million yuan and a turnover rate of 4.92%, bringing the total market capitalization to 11.519 billion yuan [1]. - The average trading cost of the stock is 12.62 yuan, with the current price fluctuating between resistance at 13.08 yuan and support at 11.78 yuan, indicating potential for range trading [7]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.54% to 26,400, with an average of 10,529 circulating shares per person, an increase of 24.72% [8].

港股高股息ETF（159302）现任基金经理为张亦驰。张亦驰自2024年8月23日管理（或拟管理）该基 金，任职期内收益27.99%。 最新定期报告显示，港股高股息ETF（159302）重仓股包括中远海控、兖煤澳大利亚、海丰国际、国泰 海通、东方海外国际、民生银行、中信银行、中国石油股份、中国神华、中国人民保险集团，持仓占比 如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）01919中远海控7.63%77.70万859.07万03668 兖煤澳大利亚5.59%25.51万628.83万01308海丰国际5.05%20.80万568.94万02611国泰海通4.31%33.08万 485.03万00316东方海外国际4.00%3.90万449.71万01988民生银行3.86%115.80万434.52万00998中信银行 3.61%66.50万406.17万00857中国石油股份3.55%61.80万399.47万01088中国神华3.47%11.50万390.57万 01339中国人民保险集团3.44%62.30万387.34万 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在 ...