双方一致表示，新的一年将在航线开辟、智慧港航建设、供应链协同等领域深度协作，合力推动港口作业、船舶调度、国际航运等全链条数字化转型，提 升全链条服务效能，共同服务国家战略实施和新发展格局构建。 会谈中，双方各自介绍了发展情况、智能化建设进展和未来战略方向。双方一致认为，中远海运在港航领域有着深厚底蕴和卓越实力，多年来持续发挥综 合服务能力，担当交通强国、海洋强国建设的主力军。山东港口拥有优越的地理位置、完善的基础设施和供应链综合服务体系，近年来业务规模不断扩 大，在推动区域经济高质量发展中，发挥了重要作用。 多年来，中远海运与山东港口紧密合作、共赢发展，携手应对各种挑战，取得了显著成效。 双方将在航线开辟、智慧港航建设、供应链协同等领域深度协作，合力推动港口作业、船舶调度、国际航运等全链条数字化转型。 近日，山东省港口集团（简称山东港口）党委书记、董事长霍高原，山东港口党委副书记、董事、总经理高立平一行拜访中远海运集团，与中远海运集团 董事长、党组书记万敏，中远海运集团董事、总经理、党组副书记朱碧新等，围绕深化合作进行了深入交流。 ...

Group 1: Logistics and Shipping Developments - COSCO Shipping has established a normalized automotive parts intermodal transport corridor spanning four countries, facilitating a logistics chain from Mexico to Uzbekistan, covering approximately 21,800 kilometers [1] - The "Silk Road Maritime" route has surpassed a cumulative container throughput of 26 million TEUs, with a projected growth of 9.11% to over 5.4 million TEUs by 2025 [2] - Tianjin Port and COSCO Shipping have successfully launched their first "import-export" dual business, involving 28,000 tons of imported pulp and 33,000 tons of exported steel, enhancing shipping efficiency and reducing logistics costs [3][12] - Qingdao Port has opened four new container foreign trade routes in January, expanding its total to nearly 240 routes, connecting with over 700 ports globally [4][6] Group 2: Financial and Investment Activities - CITIC Bank plans to increase its investment in CITIC Financial Leasing by 2 billion RMB, raising its registered capital from 10 billion RMB to 12 billion RMB [4][5] - The capital ranking of domestic financial leasing companies places CITIC Financial Leasing at 8th with 12 billion RMB, following larger firms like ICBC Leasing and CMB Leasing [5][13] Group 3: Shipbuilding and Environmental Initiatives - Huangpu Wenchong has signed a contract with Evergreen Marine for 16 new 3,000 TEU container ships, incorporating advanced eco-friendly technologies to reduce fuel consumption and emissions [7][14] - Hapag-Lloyd has won a second ZEMBA tender for zero-emission fuel procurement, committing to use hydrogen-based e-methanol as marine fuel starting in 2027, aiming for significant CO2 emissions reduction [9][16] Group 4: Oil Market Dynamics - Venezuelan oil is flooding into the U.S. market, leading to challenges in absorption due to increased supply, which is putting pressure on oil prices [8][15] - Traders are facing difficulties in finding buyers for Venezuelan crude oil in the Gulf Coast, indicating a supply-demand imbalance [8][15]

Group 1 - The Freedom Cash Flow ETF CSI All Index (561080) closed down 1.55% at 1.330 yuan with a trading volume of 8.4067 million yuan [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) down 1.12%, SAIC Motor up 0.14%, Gree Electric Appliances down 0.33%, COSCO Shipping Holdings up 0.07%, Muyuan Foods down 0.15%, Aluminum Corporation of China down 6.77%, TCL Technology down 0.61%, Baosteel down 1.52%, Great Wall Motors up 1.06%, and Chint Electric down 4.14% [1] - The ETF's performance benchmark is the CSI All Index Free Cash Flow Index, managed by Huaan Fund Management Co., Ltd. The fund has returned 35.06% since its inception on April 23, 2025, and 7.11% over the past month [1]

Group 1 - JPMorgan Chase & Co. increased its stake in China COSCO Shipping Holdings Co., Ltd. (stock code: 01919.HK) by acquiring 8,863,343 shares at an average price of HKD 13.8328 per share, totaling approximately HKD 123 million [1] - Following this acquisition, JPMorgan's total holdings in the company rose to 150,113,241 shares, increasing its ownership percentage from 4.90% to 5.21% [1]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced the incentive income for executives of central enterprises for the 2022-2024 term, with a total of 87 enterprises disclosing their incentive income figures. Group 1: Incentive Income Overview - The total incentive income for central enterprise executives consists of annual salary and term incentive income, with the latter being distributed every three years [1]. - Notable figures include: - Jiao Houliang, Chairman of China National Petroleum Corporation, with an incentive income of 86.21 million RMB for the 2022-2024 term [1]. - Ma Yongsheng, Chairman of Sinopec, with an incentive income of 84.81 million RMB [3]. - Wang Dongjin, Chairman of China National Offshore Oil Corporation, with an incentive income of 86.06 million RMB [4]. Group 2: Specific Executive Incentive Income - Zhang Wei, Chairman of the National Oil and Gas Pipeline Group, has an incentive income of 78.17 million RMB [6]. - Meng Zhenping, Chairman of China Southern Power Grid, has an incentive income of 83.54 million RMB [8]. - Temperature of incentive income varies across different enterprises, with some executives like Liu Mingsheng from China Power Investment Corporation receiving 26.02 million RMB for the 2022-2024 term [13]. Group 3: Additional Notable Executives - Chen Zhongyue, Chairman of China Unicom, has an incentive income of 80.49 million RMB [17]. - Xu Peng, from China First Automobile Group, has an incentive income of 82.54 million RMB [23]. - Wang Xianming, Chairman of China Resources Group, has an incentive income of 82.44 million RMB [54].

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies and their respective industries [1][2][3] Group 1: Stock Performance and Capital Inflow - Kunlun Wanwei saw a capital inflow of 795 million yuan with a price increase of 5.82% [2] - Shunhao Co. experienced a capital inflow of 651 million yuan and a price increase of 9.98% [2] - Contemporary Amperex Technology (宁德时代) had a capital inflow of 561 million yuan with a price increase of 1.21% [2] - Kweichow Moutai (贵州茅台) attracted 551 million yuan in capital inflow and increased by 1.3% [2] - Yanzhou Coal Mining Company (兖矿能源) saw a capital inflow of 430 million yuan with a notable increase of 10.01% [2] - Other notable stocks include Shanzhi Gaoke, China Satellite, and China Shipbuilding, each with significant capital inflows and price increases [1][2][3] Group 2: Industry Insights - The internet services sector, represented by Kunlun Wanwei, is showing strong investor confidence [2] - The packaging materials industry, highlighted by Shunhao Co., is also attracting significant capital [2] - The battery industry, represented by Contemporary Amperex Technology, continues to draw investor interest despite a modest price increase [2] - The coal industry, with companies like Yanzhou Coal and Meijin Energy, is experiencing substantial capital inflows, indicating a potential resurgence [2][3] - The aerospace and wind energy sectors, represented by China Satellite and China Shipbuilding, are also gaining traction among investors [1][2][3]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運控股股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | 2. 股份分類 ...

公司名稱: 中遠海運控股股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01919 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,971,819,500 | RMB | | | 1 RMB | | 2,971,819,500 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国金属集装箱产量为1951万立方米，同比下降35.4%；2025年 1-12月中国金属集装箱累计产量为23564.5万立方米，累计下降21%。 2020-2025年中国金属集装箱产量统计图 上市企业：中集集团（000039）,中远海控（601919） 相关报告：智研咨询发布的《2026-2032年中国集装箱制造行业市场运营态势及发展趋向研判报告》 ...

每日怡见 . 以下文章来源于每日怡见 ，作者每日怡见 关注 国际、财经、社会 作者： 每日怡见 来源： 每日怡见 ----------------------------- 1月29日，巴拿马最高法院宣布， 长江和记公司持有的巴拿马运河两岸港口特许经营权合约无效， 属于"违宪"。 简单的说，就是长和在1996年竞标获胜，2021年续签的巴拿马运河两个关键港口的 特许经营权合 同被判决无效。 巴拿马政府马上要把这两个关键港口的运营权收回去。 这也就意味着长和原本想把包括这两个港口在内的43个港口打包出售给美国贝莱德财团的计划，也 将宣告破产。 看上去这是冲着美国人去的，可实际上呢，你抽丝剥茧，会发现这份判决完全就是冲着我们来的。 咱们把时间线给梳理一下。 这件事的起因是在去年3月份，长和突然出来宣布要将分布在全球23个国家的43个港口卖给美国的 贝莱德财团。 这其中就包括了位于巴拿马运河的两个关键港口。 在这件事情发生之后，我们表示了高度关注。 因为在海运时代，每一处港口，不仅关系着供应链的稳定和国际贸易的通畅，在大国竞争背景下， 港口网络的布局与运营能力，更是会直接影响国家在全球价值链中的地位和地缘博弈的主动 ...