登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600751 900938 证券简称：海航科技 海科B 公告编号：2025-040 关于海航科技股份有限公司 开展金融衍生品业务（远期运费协议）的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 交易主要情况 （一）交易目的 目前，公司自有干散货船舶资产10艘，合计运力规模约93万载重吨，自有船队包括大灵便型船6艘、好 望角型船3艘、巴拿马型船1艘；同时，公司在2025年上半年内通过期租租赁方式增加4艘灵便型船，控 制运力增加约24万载重吨。为有效应对市场波动带来的风险，减少对公司及控股子公司经营的不利影 响，在保证正常经营的前提下，在风险可控范围内，公司及控股子公司拟使用自有资金开展以套期保值 为目的的金融衍生品交易业务，冲抵全部或部分风险敞口。 （二）交易金额 根据业务及风险控制的需要，公司及控股子公司拟以具体经营业务为依托，以套期保值、防范市场风险 为目的开展远期运费协议（FFA）业务，交易保证金金额将不超过300万美元，在任一交易日持有 ...

随着本地股市持续上行，MSCI新加坡指数在7月连续第3个月上涨。新交所称，这彰显了投资者对新加 坡上市企业韧性与增长潜力的信心。在利好政策与盈利预期的双重驱动下，机构投资者正加快布局，以 捕捉后市上涨空间。数据显示，新交所MSCI新加坡指数期货日均成交量环比增长16%，升至48137手， 月末未平仓合约规模更攀升至71亿美元的历史新高。 从数据来看，7月，新交所证券市场总成交额同比增长27%，升至338亿新元，创下近3个月新高；日均 交易量同比上升27%，达14.7亿新元。衍生品市场表现同样亮眼，当月总成交量同比增长25%，升至 2930万手；日均交易量（DAV）同比增长23%，升至约130万手。 7月，新交所证券市场亮点颇多。股市上市热潮不减，市场多板块成交量表现突出。 一方面，作为市场风向标的新加坡海峡时报指数（STI）在7月环比上涨5.3%，收于4173.77点，表现优 于东盟其他主要股市，并于7月24日以4273点的历史新高收盘。当月新加坡股票每日平均成交值环比增 长19%，各板块股票流动性均有所提升。 大宗商品总交易量同比上升76% 另一方面，中小型股票也表现优异。数据显示，中小型股票流动性环比激增 ...

Core Insights - SGX Group reported strong growth across its business segments in July, reflecting investor confidence in diverse asset classes [1][2][3] Securities Market Performance - In July, the total trading volume in the securities market increased by 27% year-on-year, reaching SGD 33.8 billion, marking a three-month high [1] - The average daily trading volume rose by 27% year-on-year to SGD 1.47 billion [1] - The Straits Times Index (STI) rose by 5.3% month-on-month, closing at 4,173.77 points, outperforming other major ASEAN markets [1] - Daily average trading value in Singapore stocks increased by 19% month-on-month, with improved liquidity across all sectors [1] Small and Mid-Cap Stocks - Small and mid-cap stocks saw a significant liquidity increase of 94% month-on-month, reaching SGD 261 million, contributing majorly to the trading volume growth [2] - The FTSE ST Small Cap Index and FTSE ST Mid Cap Index rose by 9.9% and 6.7% respectively [2] - Retail investors have become the fastest-growing segment, while institutional investors have net bought SGD 62 million in small and mid-cap stocks over the past six months [2] ETF Market Expansion - The launch of the 10th cross-border ETF under the Shenzhen Stock Exchange-SGX ETF mutual recognition mechanism contributed to market growth [2] - Total assets under management for ETFs increased by 36% year-on-year, reaching SGD 14.9 billion, with two ETFs tracking the STI surpassing SGD 3 billion in total size for the first time [2] Derivatives Market Performance - The total trading volume in the derivatives market increased by 25% year-on-year, reaching 29.3 million contracts [1] - Commodity trading volume surged by 76% year-on-year, hitting a historical high of 9 million contracts [3] - Iron ore average daily trading volume reached a record high of 362,755 contracts, with open interest nearing 3.5 million contracts [3] Forex Futures Demand - Forex futures trading saw increased demand due to uncertainties in US-India trade negotiations, with Indian Rupee/USD futures trading volume rising by 41% year-on-year to 2.2 million contracts [3] - The trading volume for USD/offshore RMB futures increased by 7% year-on-year to 3.1 million contracts amid heightened RMB exchange rate volatility [3]

Core Insights - The ongoing risk assessment of the conflict between Israel and Iran has led some tanker owners and management companies to suspend vessel capacity for Middle Eastern routes, raising concerns about energy export flows in the region [1] - Oil producers and traders attempting to charter tankers for transporting crude and refined oil from the Persian Gulf are facing a shortage of capacity, with some temporary charter agreements not being finalized due to owners refusing to renew contracts [1] - The global oil market will closely monitor the shipping security situation in the Middle East and surrounding waters in the coming weeks, as the region accounts for about one-third of global crude production [1] Shipping Rates and Market Reactions - The benchmark shipping rate for very large crude carriers (VLCC) from the Middle East to China, TD3C, surged to 55-58 WS, a 20%-30% increase from the beginning of the week [2] - Although there were no public quotes on Monday, industry insiders reported that the TD3C rate further increased to around 65 WS [2] - The trading volume of forward freight agreements (FFA), used as a risk hedging tool in the industry, has significantly increased, indicating heightened market risk aversion, with TD3C FFA prices rising to $14 per ton from approximately $11 before the Israeli attacks on Iran [2]