Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), announced the delivery of a new generation energy-efficient and environmentally friendly AFRAMAX tanker named "Kaiyi" on January 6, 2026, from Dalian Shipbuilding Industry Company [1] Group 1: Company Orders - As of the announcement date, the company has a total of 15+1 oil tanker orders, which includes 1+1 dynamic positioning shuttle tankers, 5 self-owned VLCC orders, 3 long-term chartered VLCC orders, and 6 self-owned AFRAMAX tanker orders [1] - The self-owned AFRAMAX tankers are scheduled for delivery between 2026 and 2028 [1]

每经AI快讯，1月6日，招商轮船（601872）(601872.SH)公告称，公司在大连船舶重工集团有限公司订 造的新一代节能环保型AFRAMAX油轮"凯仪"轮于2026年1月6日交付。这是公司在2023年5月19日召开 的第六届董事会第二十二次会议审议通过的新建2艘AFRAMAX船舶项目中的第一艘。"凯仪"轮采用最 新一代节能环保型设计，配备脱硫洗涤塔，有利于改善公司油轮尤其是AFRAMAX油轮船队结构，提升 船队规模、服务客户能力、与VLCC船队的协同以及节能降碳指标。截至公告发布之日，公司拥有油轮 在手订单15+1艘，将于2026年至2028年陆续交付。 ...

Group 1 - The core viewpoint of the news is that the geopolitical situation is driving oil prices higher, with the Venezuelan oil supply being significantly disrupted, leading to a potential short-term increase in oil prices [1] - The China Securities report indicates that Venezuela's oil exports have essentially halted, creating a supply disruption in the global market, with a potential shortfall of around 1 million barrels per day [1] - The current global oil market remains in a supply surplus, with expectations that oil prices will fluctuate between $60 to $70 per barrel despite short-term upward pressure [1] Group 2 - The National Oil and Gas Index (399439) has seen a strong increase of 1.45%, with significant gains in constituent stocks such as Intercontinental Oil and Gas (600759) up 9.21% and Shanghai Petrochemical (600688) up 4.36% [1] - The top ten weighted stocks in the National Oil and Gas Index as of December 31, 2025, include major companies like China National Petroleum (601857) and China Petroleum & Chemical (600028), collectively accounting for 67.11% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2][3]

Group 1 - Lichong Group expects a net profit of 830 million to 870 million yuan for 2025, representing a year-on-year growth of 17.38% to 23.04% [1] - Shandong Zhanggu anticipates a net profit of 72 million to 80 million yuan for 2025, with a year-on-year increase of 0.65% to 11.83% [2] - Yinglian Co. forecasts a net profit of 32 million to 42 million yuan for 2025, marking a turnaround from a loss of 39.67 million yuan in the previous year [3] Group 2 - Hangya Technology announces plans for shareholders to reduce their holdings by up to 2.76% of the company's shares [4] - Guizhou Tire plans to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [5] - Laisentongling's shareholder plans to reduce their stake by no more than 1% [6] Group 3 - ST Yifei's shareholder intends to reduce their holdings by up to 1.53% [7] - Hengyi Petrochemical has fully launched the second phase of its Brunei refining project, aiming for a production capacity of 12 million tons per year [8] - Zai Sheng Technology's controlling shareholder has terminated an agreement to transfer part of the company's shares [9] Group 4 - Sry New Materials proposes a cash dividend of 0.4 yuan per 10 shares for the first three quarters of 2025 [10] - Quanyin High-Tech announces that the offer period for China Seed Group's acquisition has expired, leading to a temporary suspension of its stock [11] - Zhonggang Luonai's shareholder plans to reduce their stake by up to 1% [12] Group 5 - Nanmo Bio expects to receive a government subsidy of 5.8 million yuan for its subsidiary [13] - Beite Technology has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [14] - Qianyuan Pharmaceutical's subsidiary has obtained drug registration certificates for a new medication [15] Group 6 - Boto Integrated plans to reduce its holdings by no more than 1% [16] - Wanze Co. intends to reduce its stake by up to 1.66% [17] - Tianci Materials will halt production for maintenance on its lithium hexafluorophosphate production line starting March 1, 2026 [18] Group 7 - Haopeng Technology plans to raise up to 800 million yuan through a private placement [20] - Yisheng Co. reports a 43.32% year-on-year increase in sales revenue for its white feather broiler chicks in December 2025 [21] - Jinyu Medical proposes a cash dividend of 8.8 yuan per 10 shares for the first three quarters of 2025 [22] Group 8 - Caesar Travel's subsidiary has won a management service project for the Qingdao International Cruise Port [23] - Kelun Pharmaceutical plans to repurchase shares worth 50 million to 100 million yuan [24] - Jiangling Motors reports a 10.56% year-on-year increase in cumulative sales for 2025 [25] Group 9 - Yilian Technology plans to issue convertible bonds to raise up to 1.2 billion yuan [26] - Shaanxi Guotou A intends to participate in a capital increase for Chang'an Bank, with an amount not exceeding 800 million yuan [27] - Oupokang Vision has obtained a production license for eye drops [28] Group 10 - Shanghai Electric plans to provide management services for overseas assets of China Electric International [30] - Yingfang Micro is planning a major asset restructuring, leading to a temporary suspension of its stock [31] - Victory Energy's stock will resume trading after completing a verification process [32] Group 11 - China Merchants Industry has signed a shipbuilding agreement with Dalian Shipbuilding [33] - Kunyu Group has appointed a new chairman following a board meeting [34] - Microchip Bio's clinical trial application for a new diabetes treatment has been accepted [35] Group 12 - Hanshuo Technology has signed a sales intention agreement for smart shopping carts with Woolworths in Australia [36] - Zhongmin Energy's three photovoltaic power station projects have been included in the Fujian Province development list [37] - Penghui Energy plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [38] Group 13 - Victory Energy reports that the acquirer has deposited a guarantee for the acquisition [39] - Fangsheng Pharmaceutical proposes a special dividend of 0.15 yuan per share for 2025 [40] - Nanning Department Store has received approximately 14.28 million yuan in government subsidies since January 2025 [41] Group 14 - Jushen Co. has signed a bauxite transfer agreement with a company in Guinea [42] - ST Huluwawa has received a drug registration certificate for a new inhalation solution [43] - Zhongzhi Co. will become the controlling shareholder following a share transfer agreement [44] Group 15 - Chuangli Group has signed a strategic cooperation framework agreement with Chuanjiu Construction [45]

公司发布的三季报数据显示，前三季公司共实现营业收入193.10亿元，同比增长0.07%，实现净利润 33.00亿元，同比下降2.06%，基本每股收益为0.4100元，加权平均净资产收益率8.11%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：招商轮船最新股东户数环比下降7.40% 筹码趋向集中） 证券时报•数据宝统计，截至发稿，招商轮船收盘价为8.97元，下跌0.11%，本期筹码集中以来股价累计 上涨5.41%。具体到各交易日，3次上涨，4次下跌。 招商轮船1月5日披露，截至12月31日公司股东户数为87106户，较上期（12月20日）减少6964户，环比 降幅为7.40%。这已是该公司股东户数连续第2期下降。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，招商轮船在互动平台回答投资者提问时表示，截至2025年底，公司股东户数 （信用账户穿透后）为87106户。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), has signed a shipbuilding agreement for 1+1 DPST (Dynamic Positioning Shuttle Tanker) vessels with Dalian Shipbuilding Industry Group, totaling approximately 1.79 billion RMB [1] Group 1 - The agreement was signed on December 31, 2025, and includes one confirmed vessel and one optional vessel [1] - The total contract value for the shipbuilding agreement is approximately 1.79 billion RMB [1]

Group 1 - Postal Savings Bank announced a cash dividend distribution of 14.772 billion yuan for the first half of 2025, with a dividend of 1.23 yuan per 10 shares [1] - Xinke Mobile plans to reduce its shareholding by up to 1%, amounting to a maximum of 34.1875 million shares, due to funding needs [1] - Defu Technology signed a cooperation letter with a leading domestic CCL company to supply high-end electronic circuit copper foil products, which is expected to positively impact the company's performance in 2026 [1] Group 2 - Sanxia New Materials intends to acquire 40% equity of Lingang New Materials for a transaction amount of 0 yuan, which constitutes a related party transaction [2] - Fulim Precision plans to invest a total of 87 billion yuan in projects for the production of high-end lithium iron phosphate for energy storage, with the main project estimated at 60 billion yuan [3] - Heng Rui Pharmaceutical received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity in adults [3] Group 3 - Quartz Co. was fined 2.7 million yuan for commercial secret infringement, with the company being the victim in this case [5] - ST Renfu received approval for clinical trials of HW221043 tablets for late-stage solid tumors, with no similar drugs approved domestically or internationally [6] - Tianchen Medical signed a strategic cooperation agreement with Inspur Digital Technology to promote innovation in medical robotics and smart manufacturing [6] Group 4 - Xusheng Group received a notification from a North American electric vehicle manufacturer for a project with an estimated total sales amount of approximately 7.8 billion yuan over its lifecycle [6] - Deyun Co. announced that its actual controller was arrested for illegal public deposit collection, but this does not significantly impact the company's operations [7] - Shengyang Technology's subsidiary is advancing a project with a global satellite operator in South America, focusing on software licensing and product delivery [7] Group 5 - Hefei China announced a 1% reduction in shares by its controlling shareholder, who terminated the reduction plan early to express confidence in the company's future [8] - Weigao Blood Purification plans to acquire 100% equity of Weigao Purui for 8.511 billion yuan, which will expand its business into drug delivery systems [10]

格隆汇1月5日丨招商轮船(601872.SH)公布，公司通过下属全资子公司海宏轮船（香港）有限公司 （称"海宏香港"）与大连船舶重工集团有限公司（称"大连造船"）于2025年12月31日签署《船舶订造协 议》，订造1+1艘DPST（动力定位穿梭油轮）（Suezmax级），协议价格总额合计约合17.9亿元人民 币，其中一艘为确定船，一艘为买方选择权船。 ...

格隆汇1月5日丨招商轮船(601872.SH)公布，公司通过下属全资子公司海宏轮船（香港）有限公司 （称"海宏香港"）与大连船舶重工集团有限公司（称"大连造船"）于2025年12月31日签署《船舶订造协 议》，订造1+1艘DPST（动力定位穿梭油轮）（Suezmax级），协议价格总额合计约合17.9亿元人民 币，其中一艘为确定船，一艘为买方选择权船。 ...