中远海能部分董事、高级管理人员减持股份计划公告解读

【要点汇总】

• 中远海运能源运输股份有限公司（证券代码：600026，简称“中远海能”）发布公告，董事、总经理朱迈进及董事会秘书倪艺丹计划减持公司股份。
• 减持股份均源于2018年公司股票期权激励计划行权取得。
• 朱迈进持有102,980股A股，约占公司总股本0.00188428%；倪艺丹持有54,490股A股，约占总股本0.00099703%。
• 二人计划减持不超过个人持股的25%，即朱迈进不超过25,745股（0.00047107%），倪艺丹不超过13,622股（0.00024925%）。
• 减持方式为集中竞价交易，减持时间为2026年5月12日至2026年8月11日（窗口期不减持）。
• 减持原因均为个人资金需求，减持价格将以减持实施时的市场价格为准。
• 公告明确减持计划不会对公司治理结构及持续经营产生重大影响，也不会导致公司控制权变更。
• 减持计划存在实施不确定性，可能全部实施、部分实施或不实施。
• 公司未承诺任何持股比例、数量、期限、方式、价格等，减持主体无一致行动人。
• 减持期间如遇公司股票停牌，实际减持时间将顺延。
• 公告日期为2026年4月16日。

【对股东和投资者的重要提示】

• 减持股份比例极小：两位高管减持股份总量极小，仅占公司总股本的0.00072032%，对公司股权结构影响有限。
• 减持计划透明：公告遵循最新监管指引，预披露减持计划，有利于投资者提前知晓。
• 减持原因非业务相关：均为个人资金需求，非因公司经营或业绩变化。
• 减持价格不确定：将以市场价格为准，可能受公司股价波动影响。
• 减持计划存在不确定性：两位高管有权选择全部、部分或不实施减持，提醒投资者注意投资风险。
• 无控制权变更风险：减持后不会影响公司控制权。
• 股东需关注后续公告：若减持实施，需关注交易情况及对股价的影响。
• 监管合规：减持符合《上市公司自律监管指引》第15号规定，高管不存在不得减持情形。

【投资者关注的潜在价格敏感信息】

• 高管减持往往被市场解读为个人对公司未来股价的判断，但公告明确减持计划不代表高管对公司价值的负面看法。
• 因减持计划公开透明且比例极低，对股价影响预计有限，但如减持期间公司股价波动幅度较大，投资者仍需关注。
• 减持计划实施与否受个人资金需求和市场环境影响，存在不确定性。

【详细减持计划表】

【结论】

本公告为高管个人减持计划公开披露，减持比例极小且原因单纯，预计对公司治理及股价影响有限。投资者需关注减持期间公司股价走势及高管实际减持情况，谨慎决策。

【免责声明】

本资讯仅供参考，不构成投资建议。投资者应结合自身情况及市场环境谨慎投资。减持计划存在实施不确定性，敬请关注公司后续公告及市场变化。作者不承担因据此资讯操作所造成的任何损失。

English Version:

COSCO Shipping Energy: Detailed Announcement on Management Share Reduction Plan

Key Points:

• COSCO Shipping Energy Transportation Co., Ltd. (stock code: 600026) announced that Executive Director and General Manager Zhu Maijin and Board Secretary Ni Yidan plan to reduce their shareholdings.
• The shares to be reduced were obtained through the company’s 2018 stock option incentive plan.
• Zhu Maijin holds 102,980 A-shares (0.00188428% of total shares); Ni Yidan holds 54,490 A-shares (0.00099703%).
• Both plan to reduce up to 25% of their personal holdings: Zhu Maijin up to 25,745 shares (0.00047107%), Ni Yidan up to 13,622 shares (0.00024925%).
• Reduction method is via centralized bidding, reduction period is May 12, 2026, to August 11, 2026 (no reduction during window periods).
• Reason for reduction: personal funding needs; price will be determined by market price at the time of reduction.
• The announcement states the reduction will not significantly affect corporate governance or business continuity, nor change control of the company.
• The reduction plan is uncertain; it may be fully, partially, or not implemented at all.
• No previous commitments on holding proportions, duration, method, or price; no concerted action among the subjects.
• If shares are suspended during the reduction period, the actual reduction time will be postponed accordingly.
• Announcement date: April 16, 2026.

Important Information for Shareholders and Investors

• Extremely Small Reduction Ratio: The total shares being reduced by these executives account for only 0.00072032% of the company’s total shares, with minimal impact on ownership structure.
• Transparent Disclosure: The plan is disclosed in accordance with latest regulatory requirements, allowing investors to be informed in advance.
• Non-business Related Reason: The reduction is for personal financial needs, not due to company operations or performance changes.
• Uncertain Reduction Price: Will be based on market price; may be affected by share price volatility.
• Uncertain Implementation: Executives may choose to fully, partially, or not implement the reduction; investors should be aware of investment risks.
• No Change of Control: Reduction will not affect company control.
• Follow-up Needed: Investors should monitor subsequent announcements and trading conditions during the reduction period.
• Regulatory Compliance: Reduction is in line with Shanghai Stock Exchange regulations; no situation prohibits reduction.

Potentially Price-Sensitive Information

• Management share reduction may be interpreted by the market as a signal regarding company value, but the announcement clarifies this is not a negative view.
• Given the low proportion and transparent process, impact on share price is expected to be limited, but investors should monitor for volatility during reduction period.
• Implementation is subject to market conditions and personal needs, with uncertainty.

Detailed Reduction Plan Table

Conclusion

This announcement is a public disclosure of management’s personal share reduction plan. The reduction proportion is minimal and the reason is straightforward. It is expected to have limited impact on company governance and share price. Investors should monitor share price trends and actual reduction implementation during the reduction period and make prudent decisions.

Disclaimer

The information above is for reference only and does not constitute investment advice. Investors should exercise caution based on their own circumstances and market conditions. The reduction plan may or may not be implemented. Please pay attention to subsequent company announcements and market changes. The author is not responsible for any losses arising from actions based on this information.

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