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: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 遼寧港口股份有限公司 呈交日期: 2025年10月9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) | 02880 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,158,715,999 | RMB | | 1 RMB | | | 5,158,715,999 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 5,158,715,999 | RMB | | 1 RMB | | | 5,158,715,999 | | 2. 股份分類 | ...

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: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 遼寧港口股份有限公司 呈交日期: 2025年10月9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) | 02880 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,158,715,999 | RMB | | 1 RMB | | | 5,158,715,999 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 5,158,715,999 | RMB | | 1 RMB | | | 5,158,715,999 | | 2. 股份分類 | ...

Core Insights - Crypto adoption is rapidly increasing in Japan, with Nomura Holdings aiming to expand its presence in the market through its subsidiary Laser Digital [1][2] - The transaction value in Japan's crypto market doubled to ¥33.7 trillion ($230 billion) in the first seven months of the year, indicating strong growth [2][6] - Supportive global policies and domestic reforms, including tax cuts and new regulations, are driving the momentum in Japan's crypto sector [3][5] Company Developments - Nomura's Laser Digital is collaborating with Japan's Financial Services Agency (FSA) to obtain approval for offering crypto trading services to large investors [1][7] - Laser Digital's CEO, Jez Mohideen, emphasized the company's confidence in the long-term potential of Japan's digital asset market [2] - The subsidiary was launched in 2022 to provide services such as asset management and venture capital [6] Market Trends - The Japanese crypto market experienced a 120% increase in on-chain transaction value from June 2024 to June 2025, surpassing other countries like South Korea, India, and Vietnam [6] - Traditional financial institutions, such as Daiwa Securities, are beginning to integrate crypto into their services, allowing customers to use Bitcoin and Ether as collateral for loans [4][5] - Government reforms have made investing in crypto more attractive, particularly for younger investors and large institutions [5]

Core Viewpoint - 辽宁港口股份有限公司 (Liaoning Port Co., Ltd.) has shown a mixed performance in financing activities and financial results, with a notable increase in net profit year-on-year, indicating potential growth opportunities in the logistics and port services sector [1][2]. Financing Activities - On September 26, 2023, Liaoning Port's stock price increased by 0.58%, with a trading volume of 226 million yuan. The financing buy-in amount was 23.18 million yuan, while the financing repayment was 27.41 million yuan, resulting in a net financing outflow of 4.23 million yuan [1]. - As of September 26, 2023, the total financing and securities lending balance for Liaoning Port was 218 million yuan, with the financing balance at 214 million yuan, accounting for 0.67% of the circulating market value, which is below the 10th percentile level over the past year [1]. - The securities lending activity on the same day included a repayment of 23,400 shares and a sale of the same amount, with a total selling amount of 40,700 yuan. The remaining securities lending volume was 2.10 million shares, with a balance of 3.65 million yuan, exceeding the 70th percentile level over the past year [1]. Company Overview - Liaoning Port Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. The company primarily engages in various port and logistics services, including oil products, container, automobile, bulk cargo, and passenger roll-on/roll-off services [2]. - As of June 30, 2023, the company reported a total revenue of 5.693 billion yuan for the first half of 2023, representing a year-on-year growth of 5.93%. The net profit attributable to shareholders was 956 million yuan, showing a significant year-on-year increase of 110.78% [2]. Shareholder Information - Since its A-share listing, Liaoning Port has distributed a total of 5.342 billion yuan in dividends, with 1.439 billion yuan distributed over the past three years [3]. - As of June 30, 2023, the number of shareholders was 224,300, a decrease of 2.21% from the previous period. The average circulating shares per person remained at zero [2][3]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF held 111 million shares, an increase of 14.95 million shares compared to the previous period [3].

(A sino-foreign joint stock limited company incorporated in the People's Republic of China) ( 於中華人民共和國註冊成立之外商投資股份有限公司 ) (Stock Code 股份代號 : 2880) (A sino-foreign joint stock limited company incorporated in the People's Republic of China) ( 於中華人民共和國註冊成立之外商投資股份有限公司 ) (Stock Code 股份代號 : 2880) 中期報告 Interim Report 2025 Address: Xingang Commercial Building, Jingang Road, Dalian International Logistics Park Zone, Liaoning Province, the PRC (P.C.: 116601) 地址 : 中國遼寧省大連國際物流園區金港路新港商務大廈 ( 郵遞區號 : 116601) Tel 電話 : 86-0411 ...

来源：新浪证券-红岸工作室 9月25日，辽港股份跌2.81%，成交额3.10亿元。两融数据显示，当日辽港股份获融资买入额3758.63万 元，融资偿还3636.95万元，融资净买入121.68万元。截至9月25日，辽港股份融资融券余额合计2.22亿 元。 融资方面，辽港股份当日融资买入3758.63万元。当前融资余额2.18亿元，占流通市值的0.69%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，辽港股份9月25日融券偿还55.81万股，融券卖出2.34万股，按当日收盘价计算，卖出金额 4.05万元；融券余量209.51万股，融券余额362.45万元，超过近一年70%分位水平，处于较高位。 资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及港 口增值 ...

Group 1 - The top three stocks with net inflow of southbound funds are Yingfu Fund (02800) with 2.924 billion, Alibaba-W (09988) with 2.610 billion, and Hang Seng China Enterprises (02828) with 1.595 billion [1][2] - The top three stocks with net outflow of southbound funds are Meituan-W (03690) with -0.388 billion, Innovent Biologics (01801) with -0.292 billion, and CSPC Pharmaceutical Group (01093) with -0.261 billion [1][2] - In terms of net inflow ratio, Datang Renewable (01798) leads with 69.20%, followed by Gushengtang (02273) with 58.06%, and Anhui Wanshan Expressway (00995) with 55.69% [1][3] Group 2 - The top ten stocks with the highest net inflow include China Mobile (00941) with 0.481 billion and FIT HON TENG (06088) with 0.450 billion [2] - The top ten stocks with the highest net outflow include China Life (02628) with -0.196 billion and China Construction Bank (00939) with -0.174 billion [2] - The net outflow ratios for the top three stocks are led by Kangji Medical (09997) at -54.12%, followed by Liaogang Co. (02880) at -49.57%, and Zhenjiu Lidu (06979) at -48.65% [3]

Core Viewpoint - The article highlights the performance and strategic positioning of Liaoport Co., Ltd. in the port logistics industry, emphasizing its role as a major player in Northeast China's shipping and logistics sector, particularly in light of the China-South Korea Free Trade Agreement and other national strategies [2][3]. Company Overview - Liaoport Co., Ltd. is primarily engaged in various port logistics services, including oil and liquid chemical products, container handling, automobile logistics, bulk cargo, grain, and passenger roll-on/roll-off services [3][9]. - The company is recognized as the largest comprehensive terminal operator in Northeast China, with a significant operational presence in Dalian [2][3]. Business Operations - The company operates nearly 70 shipping routes and is positioned as a unified operational platform for port logistics in Dalian, which is expected to benefit from the China-South Korea Free Trade Agreement [2]. - Liaoport has been actively expanding its shipping routes, adding 10 new routes in the year, including 7 to Southeast Asia and 1 to the Far East, enhancing its connectivity and service offerings [4]. Financial Performance - For the first half of 2025, Liaoport reported a revenue of 5.693 billion yuan, representing a year-on-year growth of 5.93%, and a net profit attributable to shareholders of 956 million yuan, which is a significant increase of 110.78% [9]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed over the past three years [10]. Market Position - Liaoport is strategically positioned as a key maritime gateway in Northeast Asia, facilitating sea-rail intermodal transport and serving as a major transit port [3][9]. - The company is involved in various national strategies, including the Belt and Road Initiative and the development of the Liaoning Free Trade Zone, which are expected to enhance its market opportunities [4].

Core Insights - On September 19, Liaoport Co., Ltd. experienced a decline of 3.21% in stock price, with a trading volume of 518 million yuan [1] - The company reported a financing buy-in of 51.39 million yuan and a financing repayment of 51.50 million yuan on the same day, resulting in a net financing outflow of 110,200 yuan [1] - As of September 19, the total margin balance for Liaoport was 231 million yuan, with a financing balance of 227 million yuan, representing 0.68% of the circulating market value, which is below the 10th percentile level over the past year [1] Financing and Margin Trading - On September 19, Liaoport had a financing buy-in of 51.39 million yuan, with a current financing balance of 227 million yuan [1] - The margin trading balance is at a low level compared to historical data, indicating reduced investor confidence [1] - In terms of short selling, Liaoport repaid 157,300 shares and sold 50,100 shares on September 19, with a short selling amount of 90,700 yuan [1] Company Overview - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010, operating in various logistics sectors including oil, containers, automobiles, and bulk goods [2] - The company's main business revenue composition is 96.37% from services, 3.06% from other sources, and 0.57% from goods [2] - As of June 30, 2025, Liaoport reported a revenue of 5.693 billion yuan, a year-on-year increase of 5.93%, and a net profit attributable to shareholders of 956 million yuan, a significant increase of 110.78% [2] Dividend and Shareholding - Since its A-share listing, Liaoport has distributed a total of 5.342 billion yuan in dividends, with 1.439 billion yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders decreased to 224,300, a reduction of 2.21% from the previous period [3] - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 111 million shares, an increase of 14.946 million shares compared to the previous period [3]

Core Insights - Liao Port Co., Ltd. (601880) has engaged with institutional investors such as Shenwan Hongyuan and CITIC Securities on September 19, 2025, to discuss its business operations and financial performance [1] Financial Performance - In the first half of 2025, the company's total cost expenses amounted to 4.508 billion yuan, a decrease of 274 million yuan year-on-year, representing a decline of 5.73%. This reduction was primarily due to a decrease in logistics service costs by 182 million yuan [1] - The company's gross profit margin reached 31.5%, an increase of 8.5 percentage points compared to the same period last year, driven by a 5.9% increase in operating revenue and a 5.7% decrease in operating costs [1] Debt Management - As of June 30, 2025, the company's total interest-bearing debt was 6.036 billion yuan, a reduction of 2.188 billion yuan since the beginning of the year, resulting in a debt-to-asset ratio of 24.2%, down by 3.2 percentage points [2] - The proportion of short-term interest-bearing debt was 2.22%, while long-term debt accounted for 97.78% [2] Business Development - The company is collaborating with the China Merchants Group to enhance the "North Grain South Transport" logistics channel, establishing a total of 10 new grain shipping routes between northern and southern ports [2] - Efforts are being made to develop a crude oil transshipment platform in the Bohai Rim region, ensuring smooth logistics services for crude oil transportation [2] Logistics and Operations - The company is advancing the logistics business for steel products through a "one order system" and improving the efficiency of mixed cargo transportation [3] - In the first half of 2025, the container business experienced slight growth due to the development of new ocean routes and optimization of near-sea routes, including the launch of four new container shipping routes to Europe and the Mediterranean [3]