每经AI快讯，秦港股份(03369.HK)早盘涨超18%，本周累涨近40%。截至发稿，涨10.63%，报3.33港 元，成交额2.89亿港元。 ...

值得注意的是，据券商中国记者根据保险行业协会披露信息统计，剔除关联方与一致行动人重复数据 后，今年以来险资举牌达到31次，同比增长超50%。其中，9月23日，长城人寿增持秦港股份H股100万 股，平均每股作价2.69港元，涉及资金268.58万港元，增持后最新持股比例升至33.07%。 秦港股份（601326）(03369)早盘涨超18%，本周累涨近40%。截至发稿，涨10.63%，报3.33港元，成交 额2.89亿港元。 消息面上，10月28日，秦港股份发布业绩，第三季度营收为17.61亿元，同比增长9.51%；净利润为4.03 亿元，同比增长22.61%。前三季度营收为52.12亿元，同比增长2.81%；净利润为13.91亿元，同比增长 3.87%。业绩增长主要得益于本集团加大对客户营销力度以及部分子公司盈利增加。 ...

Core Viewpoint - Qin Port Co., Ltd. (03369) has seen a significant stock price increase, with a rise of over 18% in early trading and nearly 40% for the week, indicating strong market interest following its earnings report [1] Financial Performance - In Q3, Qin Port reported revenue of 1.761 billion yuan, a year-on-year increase of 9.51%, and a net profit of 403 million yuan, up 22.61% [1] - For the first three quarters, the company achieved revenue of 5.212 billion yuan, reflecting a 2.81% year-on-year growth, and a net profit of 1.391 billion yuan, which is a 3.87% increase [1] - The growth in performance is attributed to enhanced marketing efforts and increased profitability from certain subsidiaries [1] Shareholding Activity - According to statistics from the Insurance Association, there have been 31 instances of insurance capital increasing stakes in companies this year, representing a year-on-year growth of over 50% [1] - On September 23, Great Wall Life Insurance increased its holdings in Qin Port by 1 million H-shares at an average price of 2.69 HKD per share, totaling an investment of 2.6858 million HKD, raising its ownership stake to 33.07% [1]

Group 1 - Qinhuangdao Port Co., Ltd. experienced a stock price increase of 5.21%, reaching 4.04 CNY per share, with a trading volume of 2.59 billion CNY and a turnover rate of 1.40%, resulting in a total market capitalization of 22.573 billion CNY [1] - The company, established on March 31, 2008, and listed on August 16, 2017, provides integrated port services including loading, storage, warehousing, transportation, and logistics, primarily handling coal, metal ores, oil products, liquid chemicals, containers, and miscellaneous goods [1] - The revenue composition of the company's main business includes coal and related services at 66.61%, metal ores and related services at 21.36%, miscellaneous goods services at 8.80%, container services at 1.50%, other services at 1.25%, and liquid cargo services at 0.47% [1] Group 2 - Xinhua Fund has a significant holding in Qinhuangdao Port Co., Ltd., with its Xinhua Ankang Multi-Asset Income One-Year Holding Mixed A Fund (010401) holding 211,400 shares, representing 1.36% of the fund's net value, making it the fifth-largest holding [2] - The Xinhua Ankang Multi-Asset Income One-Year Holding Mixed A Fund was established on December 16, 2020, with a latest scale of 41.2861 million CNY, achieving a year-to-date return of 5.12% and a one-year return of 6.27% [2]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating which companies have seen the largest increases and decreases in ownership percentages by investors [1][2]. Group 1: Companies with Increased Holdings - Sanhua Intelligent Control (02050) saw the largest increase in ownership percentage, rising by 0.85% to a total of 17.33% [2]. - Chifeng Jilong Gold (06693) experienced a 0.66% increase, bringing its ownership percentage to 47.55% [2]. - Qoo10 Group (00917) had a 0.58% increase, resulting in a total ownership percentage of 7.86% [2]. - In the last five trading days, Delin Holdings (01709) had the most significant increase of 7.70%, reaching 34.03% [3]. - Yimeng Biotechnology-B (09606) and Qin Port Co. (03369) also saw notable increases of 3.45% and 3.12%, respectively [3]. Group 2: Companies with Decreased Holdings - China Aluminum International (02068) experienced the largest decrease, with a drop of 2.21% to 20.37% [2]. - Shanghai Fudan (01385) saw a decrease of 1.19%, resulting in a total ownership percentage of 38.58% [2]. - Dongjiang Environmental (00895) had a decrease of 1.16%, bringing its ownership percentage to 43.85% [2]. - In the last five trading days, Haotian International Construction Investment (01341) had the largest decrease of 7.61%, now at 51.48% [3]. - Longpan Technology (02465) and Hengsheng China Enterprises (02828) also saw decreases of 2.49% and 2.21%, respectively [3]. Group 3: Notable Trends - Over the last 20 days, Canggang Railway (02169) had the highest increase in ownership percentage, rising by 20.84% to 43.18% [4]. - GX Hengsheng Technology (02837) followed closely with a 19.67% increase, reaching 20.22% [4]. - The data indicates a trend of fluctuating investor interest in various sectors, with some companies gaining traction while others are losing it [1][2][3].

Core Viewpoint - Qin Port Co., Ltd. (601326.SH) reported a year-on-year increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 1.761 billion yuan, representing a year-on-year increase of 9.51% [1] - The net profit attributable to shareholders was 403 million yuan, showing a year-on-year increase of 22.61% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 400 million yuan, reflecting a year-on-year increase of 21.94% [1]

Core Insights - Qin Port Co., Ltd. (601326.SH) reported a revenue of 1.761 billion yuan for Q3 2025, representing a year-on-year increase of 9.51% [1] - The net profit for Q3 2025 was 403 million yuan, showing a year-on-year growth of 22.61% [1] - For the first three quarters of 2025, the total revenue reached 5.212 billion yuan, up by 2.81% year-on-year [1] - The net profit for the first three quarters was 1.391 billion yuan, reflecting a year-on-year increase of 3.87% [1] - The growth in performance is attributed to enhanced customer marketing efforts and increased profitability from certain subsidiaries [1]

Core Viewpoint - Qin Port Co., Ltd. reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong operational performance driven by enhanced customer marketing efforts and improved profitability of certain subsidiaries [1]. Financial Performance - The revenue for the third quarter reached 1.761 billion yuan, representing a year-on-year growth of 9.51% [1]. - The net profit for the third quarter was 403 million yuan, showing a year-on-year increase of 22.61% [1]. - For the first three quarters, the total revenue amounted to 5.212 billion yuan, with a year-on-year growth of 2.81% [1]. - The net profit for the first three quarters was 1.391 billion yuan, reflecting a year-on-year increase of 3.87% [1]. Growth Drivers - The growth in performance is attributed to the company's intensified marketing efforts towards customers and the increased profitability of some subsidiaries [1].

二、董事会会议审议情况 证券代码：601326 证券简称：秦港股份 公告编号：2025-032 秦皇岛港股份有限公司 第六届董事会第四次会议决议公告 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。 一、董事会会议召开情况 秦皇岛港股份有限公司（以下简称"本公司"）第六届董事会第四次会议于 2025 年 10 月 14 日以专人送达或电子邮件方式发出通知，于 2025 年 10 月 28 日以现场结 合通讯的方式召开。会议应出席董事 12 人，实际出席董事 12 人。会议召开时间、地 点、方式等符合《中华人民共和国公司法》等相关法律、行政法规、部门规章和《公 司章程》的规定。 2025 年 10 月 29 日 1 本次会议审议并通过以下议案： （一）《关于本公司 2025 年第三季度报告的议案》 本议案经董事会审计委员会审议通过，同意提交董事会审议。 表决结果：12 票同意，0 票反对，0 票弃权。 详见本公司同日披露的《秦皇岛港股份有限公司 2025 年第三季度报告》。 特此公告。 秦皇岛港股份有限公司董事会 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥1,761,026,281.54, representing a year-on-year increase of 9.51%[4] - Total profit for the period was ¥490,113,372.37, reflecting a 21.77% increase compared to the same period last year[4] - Net profit attributable to shareholders was ¥402,826,657.02, up by 22.61% year-on-year[4] - The basic earnings per share for the quarter was ¥0.07, an increase of 16.67% compared to the same period last year[5] - Total operating revenue for the first three quarters of 2025 reached ¥5,212,165,467.18, an increase of 2.8% compared to ¥5,069,720,133.19 in the same period of 2024[18] - Net profit for the first three quarters of 2025 was ¥1,467,020,680.94, up 7.6% from ¥1,363,897,799.28 in 2024[19] - Earnings per share (EPS) for the period was ¥0.25, compared to ¥0.24 in the previous year, reflecting improved profitability[20] - The company reported a total comprehensive income of ¥1,487,372,215.48, compared to ¥1,313,162,969.99 in the previous year, indicating overall growth[19] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥28,126,153,473.23, a 0.88% increase from the end of the previous year[5] - As of September 30, 2025, the total assets of Qinhuangdao Port Co., Ltd. amounted to CNY 28,126,153,473.23, an increase from CNY 27,880,013,639.48 as of December 31, 2024[14] - The company's current assets reached CNY 6,107,789,774.26, up from CNY 4,975,430,791.18 in the previous period, reflecting a growth of approximately 22.7%[14] - The total liabilities of the company were not explicitly stated, but current liabilities included short-term borrowings of CNY 400,241,222.22, an increase from CNY 300,094,583.33[15] - The company's total liabilities decreased to ¥6,825,353,863.69 from ¥7,608,797,848.52, indicating a reduction in financial leverage[18] - Total equity increased to ¥21,300,799,609.54 from ¥20,271,215,790.96, reflecting a stronger financial position[18] - The company's total equity reached CNY 18,924,011,366.33 as of September 30, 2025, compared to CNY 18,389,315,737.15 at the end of 2024[26] Cash Flow - The cash flow from operating activities for the year-to-date was ¥1,838,178,048.63, showing a decrease of 12.95%[4] - Operating cash flow for the first three quarters of 2025 was CNY 1,838,178,048.63, a decrease of 12.92% compared to CNY 2,111,617,991.22 in the same period of 2024[21] - Cash inflow from investment activities increased significantly to CNY 2,561,448,279.61 in 2025, up 76.00% from CNY 1,454,790,993.91 in 2024[22] - Net cash flow from investment activities improved to CNY 1,698,234,484.86 in 2025, compared to a negative CNY 291,822,578.33 in 2024[22] - The company reported a cash outflow from financing activities of CNY 1,401,286,268.25 in 2025, compared to CNY 1,092,081,126.54 in 2024[22] - The company’s cash inflow from financing activities was CNY 418,000,000.00 in 2025, an increase from CNY 300,000,000.00 in 2024[22] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 47,515[10] - The largest shareholder, Hebei Port Group Co., Ltd., holds 58.27% of the shares, totaling 3,256,008,078 shares[11] Operational Changes - The company reported a significant increase in accounts receivable by 271.24%, attributed to enhanced marketing efforts and changes in payment terms for major clients[8] - The company has not reported any changes in major shareholders or significant operational strategies during the reporting period[13] - Total operating costs decreased slightly to ¥3,824,900,950.19 from ¥3,825,602,307.73, indicating a stable cost management strategy[18] - The company reported a decrease in management expenses to CNY 547,949,204.44 in 2025 from CNY 403,173,924.71 in 2024, an increase of approximately 36%[28] - Research and development expenses rose to ¥84,625,162.31 from ¥70,950,192.97, highlighting a commitment to innovation[18] - Research and development expenses increased to CNY 63,352,970.73 in 2025 from CNY 57,049,711.80 in 2024, reflecting an increase of about 11.5%[28]