证券代码：601326 证券简称：秦港股份 公告编号：2025-021 秦皇岛港股份有限公司2024年年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.085元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/17 | － | 2025/7/18 | 2025/7/18 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 27 日的2024年度股东周年大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本5,587,412,000股为基数，每股派发现金红利 0.085元（含税），共计派发 ...

Core Viewpoint - Qinhuangdao Port Co., Ltd. (Qin Port) is experiencing a slight increase in stock price, with a current market capitalization of 18.55 billion RMB, while a major shareholder plans to reduce their stake through a block trade [1][2]. Company Announcements - The State-owned Assets Supervision and Administration Commission of Qinhuangdao plans to reduce its holdings in Qin Port by up to 2.00%, equating to a maximum of 111,740,000 shares [1]. - The State-owned Assets Supervision and Administration Commission currently holds 397,975,485 shares, representing 7.12% of the total share capital [1]. - The reduction period is set for three months starting 15 trading days after the announcement, with the reason cited as the need for self-development [1]. Share Capital Structure - As of June 30, 2025, Qin Port's total registered capital amounts to 5,587,412,000 RMB, with A-shares and H-shares issued at a par value of 1 RMB each [2]. - The total number of issued A-shares is 4,757,559,000, while H-shares total 829,853,000, with no treasury shares reported [2].

证券代码：601326 证券简称：秦港股份 公告编号：2025-020 敬请广大投资者理性投资，注意投资风险。 特此公告。 秦皇岛港股份有限公司董事会 2025 年 7 月 5 日 秦皇岛港股份有限公司 关于 2025 年半年度吞吐量的公告 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。 本公司经营的货种吞吐量如下： | 截至 | 年 | 月 | 日 | 截至 | 年 | 月 | 日 | 2025 | 6 | 30 | 2024 | 6 | 30 | 增加/（减少） | 止半年度吞吐量 | 止半年度吞吐量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 百分比（%） | （百万吨） | （百万吨） | | | | | | | | | | | | | | | | 煤炭 | 106.46 | 102.44 | 3.92 | 金属矿石 | 76.43 | 76.05 ...

Group 1 - Insurance capital has been actively increasing stakes in companies, with 15 companies being targeted and 19 instances of stake increases in 2023, nearly matching the total of 20 from the previous year [1] - On July 3, Xintai Life Insurance acquired 3.45 million shares of Hualing Steel, representing 5% of the company's total equity, with a trading average price of 4.84 yuan per share [1] - Xintai Life expressed confidence in Hualing Steel's future and aims to enhance its influence and share in the company's long-term growth [1] Group 2 - Lianan Life Insurance increased its stake in Jiangnan Water by acquiring 1.1 million shares, raising its total holdings to 46.9954 million shares, or 5.03% of the total equity [2] - The stake increase by Lianan Life is based on its own asset allocation needs and the perceived value of Jiangnan Water, with funding sourced from its own capital [2] - Jiangnan Water's control remains unchanged, with the actual controlling shareholders being Jiangyin Public Asset Management Co. and Jiangyin Public Utilities Group Co. [2] Group 3 - Changcheng Life Insurance previously acquired a stake in Jiangnan Water, reaching 5.0001% in May of the previous year, indicating a trend of insurance companies increasing their stakes based on long-term investment strategies [3] - In June, Changcheng Life also announced the acquisition of 4.4 million shares of Qindao Port, increasing its total holdings to 279.4 million shares, or 5.0005% of the total equity [4] - Ping An Life has also been active, increasing its stake in China Merchants Bank to 15% through multiple transactions, reflecting a sustained interest in the bank's long-term investment value [4]

Core Viewpoint - Insurance capital is increasingly active in the capital market, with a significant acceleration in shareholding actions, indicating a strong interest in dividend stocks, particularly in the banking sector and public utilities [1][4]. Group 1: Shareholding Actions - As of July 2, 2025, insurance companies have made 18 shareholding actions, surpassing the total of 20 for the entire year of 2024 and significantly exceeding the 2023 total [1][4]. - Li'an Life announced a shareholding action in Jiangnan Water, increasing its stake from 4.91% to 5.03% after purchasing 1.1 million shares [3]. - Major shareholders like Great Wall Life are also actively buying shares, indicating a trend of increased participation in the market [4]. Group 2: Investment Focus - The focus of insurance capital has shifted towards H-shares and banking stocks, which are favored due to their significant discounts compared to A-shares and high dividend yields above 5% [4][8]. - The stable profitability and low volatility of banking stocks, especially state-owned banks, align with the risk preferences of insurance capital [4][9]. - The regulatory environment has become more favorable, encouraging insurance funds to increase their equity investments, with a reported 34.9 trillion yuan in investment balance as of Q1 2025, a 16.7% year-on-year increase [8]. Group 3: Strategic Implications - Insurance companies are not only focusing on financial returns but also on industrial synergy, as seen in the case of Huaxia Life's investment in Hangzhou Bank to enhance insurance and banking collaboration [5]. - The trend of shareholding actions is expected to continue, with a potential diversification into sectors like public utilities, environmental protection, and transportation, which offer stable cash flows and are less affected by economic cycles [9][10]. - Future investments are likely to prioritize high-dividend, high-capital appreciation potential companies, aligning with the long-term, stable needs of the insurance industry [10].

FF301 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6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: 秦皇島港股份有限公司 呈交日期: 2025年7月2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) | 03369 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 829,853,000 | RMB | | 1 | RMB | | 829,853,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 829,853,000 | RMB | | 1 | RMB | | 829,853,000 | | 2. 股份分類 ...

Core Viewpoint - Qinhuangdao Port Co., Ltd. is undergoing a significant share reduction by its major shareholder, the Qinhuangdao State-owned Assets Supervision and Administration Commission, which plans to sell up to 112 million shares, representing 2% of the total share capital, through block trading over the next three months [1] Shareholder Actions - The Qinhuangdao State-owned Assets Supervision and Administration Commission currently holds approximately 398 million A-shares, accounting for 7.12% of the total share capital, all acquired before the company's IPO [1] - This marks the third round of share reduction by the Qinhuangdao State-owned Assets Supervision and Administration Commission, with previous reductions completed as planned [1][2] - The commission previously sold 112 million shares at a price of 2.88 CNY per share on December 9, 2022, raising approximately 322 million CNY, and again sold 2% of shares at 3.46 CNY per share on December 30, 2024, raising about 387 million CNY [1][2] Shareholder Structure - The shares sold in the block trades were acquired by Hebei Port Group, which holds 58.27% of Qinhuangdao Port Co., Ltd. as of the end of the first quarter [3] - The actual controller of the company is the Hebei Provincial State-owned Assets Supervision and Administration Commission, indicating a transfer of shares between state-owned entities [3] Recent Investments - Recently, the company attracted attention as Changcheng Life Insurance increased its stake by purchasing 4.4 million A-shares, raising its total holdings to 21.4 million A-shares and 258 million H-shares, resulting in a total holding ratio of 5.0005% [4] - Since the beginning of the year, Changcheng Life Insurance has invested approximately 200 million CNY in increasing its stake in Qinhuangdao Port Co., Ltd. [5] Company Performance - Qinhuangdao Port Co., Ltd. is recognized as a major public terminal operator for bulk dry cargo globally and a key coal transportation hub in China, particularly in the Bohai Rim region [5] - The company has shown steady growth in operating performance, with net profit attributable to shareholders increasing for six consecutive years, reaching 1.565 billion CNY in 2024, a year-on-year increase of 2.2% [5] - Since its A-share listing, the company has distributed a total of 3.565 billion CNY in cash dividends, with an average dividend payout ratio of 37.28% [5]

Key Points - The major shareholder, Qinhuangdao State-owned Assets Supervision and Administration Commission, holds 397,975,485 shares, accounting for 7.12% of the total share capital of Qinhuangdao Port Co., Ltd [1][2] - The shareholder plans to reduce its holdings by up to 111,740,000 shares, which is not more than 2.00% of the total share capital, through block trading within three months starting from July 21, 2025 [1][2] - The reason for the reduction is stated as the need for self-development [2] - The reduction period is set from July 21, 2025, to October 20, 2025 [2] - The shareholder has committed to not transferring or managing the shares for twelve months post-IPO and has specific conditions for further reductions thereafter [3][4]

秦港股份：股东秦皇岛市国资委拟减持不超过2%公司股份 智通财经6月29日电，秦港股份(601326.SH)公告称，股东秦皇岛市国资委计划自公告披露之日起15个交 易日后的3个月内，通过大宗交易方式减持不超过1.12亿股公司股份，即不超过公司总股本的2.00%。减 持原因为自身发展需要。 ...

证券代码：601326 证券简称：秦港股份 公告编号：2025-016 秦皇岛港股份有限公司 2024年度股东周年大会决议公告 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。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 216 | | --- | --- | | 股股东人数 其中：A | 214 | | 境外上市外资股股东人数（H 股） | 2 | | 2、出席会议的股东所持有表决权的股份总数（股） | 4,540,973,429 | | 其中：A 股股东持有股份总数 | 4,047,035,429 | | 股） 境外上市外资股股东持有股份总数（H | 493,938,000 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 81.271498 | (一) 股东大会召开的时间：2025 年 6 月 27 日 (二) 股东大会召开的地点：河北省秦皇岛市海港区东山街 195 号菲拉海景酒 店 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持 ...