| 证券代码：600012 | 证券简称：皖通高速 | 公告编号：临2026-001 | | --- | --- | --- | | 债券代码：242121 | 债券简称：24皖通01 | | | 债券代码：242467 | 债券简称：25皖通V1 | | | 债券代码：242468 | 债券简称：25皖通V2 | | 安徽皖通高速公路股份有限公司 关于项目中标暨关联交易的公告 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个别及连带责任。 重要内容提示： ● 交易概述：安徽皖通高速公路股份有限公司（以下简称"本公司"或"公 司"）加入安徽省交通控股集团有限公司（以下简称"安徽交控集团"）牵头组 建的联合体，以公开招标的方式中标S19淮南至桐城高速公路舒城至桐城段特许 经营者项目，中标价格为人民币7,237,409,200元，中标收费期限354个月，中标工 期1080日历天。 ● 本次投资事项构成关联交易，但未构成《上市公司重大资产重组管理办法》 规定的重大资产重组。已经公司第十届董事会第二十一次会议审议通过，无需提 交股东会审议。 ● ...

人民财讯1月13日电，皖通高速（600012）1月13日公告，公司加入安徽省交控集团牵头组建的联合体， 以公开招标的方式中标S19淮南至桐城高速公路舒城至桐城段特许经营者项目，中标价格72.37亿元，中 标收费期限354个月，中标工期1080天。中标后，联合体将依法组建项目公司，安徽交控集团、公司、 交控工程、交控建工、交控信息和迅捷物流分别持有项目公司85%、10%、3%、1%、0.5%和0.5%股 权。 ...

Group 1 - The company Anhui Wantuo Expressway Co., Ltd. has won the bid for the S19 Huainan to Tongcheng Expressway Shucheng to Tongcheng section, with a bid price of RMB 7.237 billion and a concession period of 354 months [1][2] - This project is part of the Anhui Provincial Highway Network Planning (2020-2035) and is a key segment of the S19 Huainan to Tongcheng Expressway, enhancing connectivity within the Hefei metropolitan area [2] - The successful bid will expand the company's expressway business scale, improve its competitive position in the regional road network, and increase the total mileage of expressway rights [2] Group 2 - The project is expected to enhance the company's overall operating performance and strengthen its profitability and sustainable development capabilities [2] - The extended concession period will effectively lengthen the average charging period of the company's road assets, aligning with its development strategy [2] - The transaction will leverage the company's experience in road toll operations, contributing to a more comprehensive asset layout within the existing expressway network [2]

每经AI快讯，1月13日，皖通高速（600012）(600012.SH)公告称，公司加入安徽省交通控股集团有限公 司牵头组建的联合体，以公开招标方式中标S19淮南至桐城高速公路舒城至桐城段特许经营者项目，中 标价格为72.37亿元，中标收费期限354个月，中标工期1080日历天。本次投资事项构成关联交易，但未 构成重大资产重组。公司将继续跟进进展情况，及时履行信息披露义务。 ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [2] Core Insights - The shipping sector is experiencing a recovery in oil transportation due to improved demand post-holidays and geopolitical tensions [6][16] - The aviation industry aims to achieve a passenger volume of 810 million in 2026, reflecting a growth rate of 5.2% [23][24] - The express delivery sector is expected to see a gradual recovery in competition and profitability, with a focus on major players like SF Express [20] Shipping - The oil shipping sector is rebounding due to increased cargo availability from the Middle East and geopolitical sanctions affecting supply [6][16] - Container shipping rates are showing slight increases, with strong pricing power among shipowners before long-term contract negotiations [11][12] - Key stocks to watch include COSCO Shipping Energy, China Merchants Energy, and Pacific Shipping [16] Infrastructure - Weekly data indicates a decline in truck traffic and rail freight, with road truck traffic at 46.964 million vehicles, down 14.9% week-on-week [17][18] - Port throughput for the first week of 2026 was 25.4953 million tons, showing a slight decrease but a year-on-year increase of 7.7% in container throughput [18] - Recommended stock for infrastructure investment is Anhui Expressway [18] Express Delivery - In November 2025, express delivery volume reached 18.06 billion pieces, a year-on-year increase of 5%, while revenue decreased by 3.7% [19][20] - The competitive landscape is expected to stabilize, with major companies like SF Express anticipated to see profit growth in 2026 [20] - Recommended stocks include SF Express, ZTO Express, YTO Express, and Yunda Express [20] Aviation - The aviation sector is entering a critical period with the Spring Festival approaching, and passenger volume is projected to grow by 5.2% in 2026 [23][24] - Recent data shows a year-on-year increase in domestic passenger volume of 1.5% and a decrease in ticket prices [21][24] - Recommended stocks include Air China, China Southern Airlines, and Spring Airlines [24] Logistics - The cross-border air freight price index has decreased by 19.9% week-on-week, indicating a significant drop in logistics costs [25]

本月底法定/註冊股本總額： RMB 1,708,591,889 | 證券代號 (如上市) | 600012 | 說明 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | 上月底結存 | | | 1,165,600,000 | RMB | | 1 RMB | 1,165,600,000 | | 增加 / 減少 (-) | | | | | | RMB | | | 本月底結存 | | | 1,165,600,000 | RMB | | 1 RMB | 1,165,600,000 | FF301 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) 00995 說明 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 542,991,889 RMB 1 RMB 542,991,889 增加 / 減少 (-) RMB 本月底結存 542,991,889 RMB 1 RMB 542,991,889 呈交日 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its initial coverage [12]. Core Insights - Anhui Wantuo Expressway Co., Ltd. is the first highway company listed in Hong Kong and the only public highway company in Anhui Province. The company benefits from asset acquisitions and the expansion of existing road assets, leading to a sustained increase in traffic volume and toll revenue, with a compound annual growth rate (CAGR) of approximately 9% for toll revenue from 2000 to 2024 [8][18][32]. Summary by Sections Current Situation - The company operates key highways in Anhui Province, including the Hening Expressway and the 205 National Road. The traffic volume and toll revenue have shown rapid growth due to acquisitions and expansions [8][18]. Future Outlook - The company is expected to see accelerated profit growth in the short term due to the acquisition of 100% equity in Fuzhou and Sihu Expressways, which have maintained good profit levels. The company commits to distributing at least 60% of its net profit as dividends annually from 2025 to 2027, reinforcing expectations for stable shareholder returns [10][36]. Strategic Advantages - Anhui Province's strategic location as a transportation hub between major economic zones enhances the company's operational advantages. The provincial government has been supportive, injecting quality assets into the company, which has contributed significantly to profit growth [9][57]. Financial Performance - The company achieved a revenue of 7.092 billion yuan in 2024, with toll revenue accounting for 54.01% of total revenue. The company has experienced a compound annual growth rate of 22% in revenue from 2021 to 2024, driven by the completion of expansion projects and acquisitions [36][40]. Asset Management - The company has maintained a stable growth in operating costs, with a compound annual growth rate of 5% from 2014 to 2024, which is lower than the revenue growth rate. The cost structure is primarily influenced by asset acquisitions and expansion projects [42][43].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴該等 內容而引致的任何損失承擔任何責任。 安徽皖通高速公路股份有限公司 （於中華人民共和國註冊成立的股份有限公司） ANHUI EXPRESSWAY COMPANY LIMITED （股份編號： 995） (1)主要交易 收購山東高速股份有限公司部分股份 (2)於2025年12月30日舉行的臨時股東會投票結果 及 (3)收購事項之最新進展 董事會欣然宣佈，於2025年12月30日舉行的臨時股東會上，臨時股東會通告所 述決議案已獲股東正式投票通過。 茲提述安徽皖通高速公路股份有限公司（「本公司」）日期皆為2025年12月8日之通函 （「該通函」）以及臨時股東會（「臨時股東會」）通告（「臨時股東會通告」）。除另有所 指外，本公告所用詞彙與該通函所界定者具有相同涵義。 臨時股東會結果 董事會欣然宣佈，於2025年12月30日舉行的臨時股東會上，於臨時股東會通告所 提述的決議案已獲股東正式投票通過。香港中央證券登記有限公司於臨時股東會出 任點票程序監票人 ...

安徽皖通高速公路股份有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不發表任何聲 明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 ANHUI EXPRESSWAY COMPANY LIMITED （於中華人民共和國註冊成立的股份有限公司） （股份編號： 995） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10(B)條而作出。 茲載列安徽皖通高速公路股份有限公司（「本公司」）在中國大陸報章刊登及上海證券交易所網站發 佈的公告如下，僅供參閱。 (1)2025年第五次臨時股東會決議公告 (2)國浩律師（合肥）事務所關於安徽皖通高速公路股份有限公司 2025年第五次臨時股東會法律意見書 (3)關於完成註冊資本變更登記並換發營業執照的公告 承董事會命 安徽皖通高速公路股份有限公司 公司秘書 簡雪艮 2025年12月30日 中國安徽省合肥市 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： 本 ...

目前，公司已完成了上述注册资本变更的工商登记及《公司章程》的备案手 续，并于 2025 年 12 月 30 日领取了安徽省市场监督管理局换发的《营业执照》， 公司注册资本变更为：壹拾柒亿零捌佰伍拾玖万壹仟捌佰捌拾玖人民币元整。除 以上变更外，原营业执照其他登记项目未发生变更。 | 证券代码：600012 | 证券简称：皖通高速 | | | 公告编号：临 | 2025-062 | | --- | --- | --- | --- | --- | --- | | 债券代码：242121 | 债券简称：24 | 皖通 | 01 | | | | 债券代码：242467 | 债券简称：25 | 皖通 | V1 | | | | 债券代码：242468 | 债券简称：25 | 皖通 | V2 | | | 安徽皖通高速公路股份有限公司 关于完成注册资本变更登记并换发营业执照的公告 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。 安徽皖通高速公路股份有限公司（以下简称"公司"）已于 2025 年 6 月 9 日完成向安徽省交通控股集团（香港）有限 ...