Core Viewpoint - UBS report indicates that Qingdao Port (601298)(06198) achieved a 4% year-on-year growth in recurring net profit for the first half of the year, aligning with expectations and accounting for 53% of the bank's full-year net profit forecast [1] Financial Performance - The recurring net profit growth of 4% is in line with UBS's expectations [1] - The profit for the first half represents 53% of UBS's annual net profit estimate [1] Earnings Forecast - UBS has revised its earnings forecasts for Qingdao Port for the years 2025 to 2027, with reductions of 2%, 0%, and 1% respectively [1] - The target price for Qingdao Port has been adjusted from HKD 7.4 to HKD 7.2 [1] Rating - UBS maintains a neutral rating on Qingdao Port [1]

智通财经APP获悉，瑞银发布研报称，青岛港(06198)上半年经常性净利润同比增长4%，大致符预期， 占该行全年净利润预估的53%。该行将2025至27年度盈利预测分别下调2%、0%及1%，目标价由7.4港 元降至7.2港元。维持中性评级。 ...

证券代码：601298 证券简称：青岛港 公告编号：临 2025-028 青岛港国际股份有限公司 第四届监事会第二十五次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 青岛港国际股份有限公司（以下简称"公司"）第四届监事会第二十五次会 议于2025年8月28日以现场会议及通讯参会相结合的方式在山东省青岛市市北区 港极路7号山东港口大厦2417会议室召开。会议通知及会议材料已按照《青岛港 国际股份有限公司章程》（以下简称"《公司章程》"）规定及时以书面方式送 达全体监事。本次会议应到监事6人，实际出席监事6人（其中，以通讯参会方式 出席1人），缺席监事0人。本次会议的召开符合《中华人民共和国公司法》等法 律、法规及规范性文件以及《公司章程》的规定。 本次会议由公司监事会主席主持，公司董事会秘书、有关部门负责人及证券 事务代表列席了本次会议。 二、监事会会议审议情况 经与会监事充分审议并经过有效表决，审议通过了以下议案： （一）审议通过《关于青岛港国际股份有限公司 2025 年半年度报告的议案 ...

Core Viewpoint - Qingdao Port International Co., Ltd. reported a revenue increase of 4.04% in the first half of 2025, driven by growth in container handling and related services, despite challenges in the liquid bulk cargo market [2][4][10] Company Overview and Financial Indicators - The company achieved an operating income of approximately 9.43 billion RMB in the first half of 2025, compared to 9.07 billion RMB in the same period last year [2][4] - The total profit for the period was approximately 3.92 billion RMB, reflecting a 9.17% increase year-on-year [2][4] - Net profit attributable to shareholders was about 2.84 billion RMB, up 7.58% from the previous year [2][4] - The company’s total assets reached approximately 66.41 billion RMB, a 5.84% increase from the end of the previous year [2][4] Industry Situation - The port industry is crucial for national economic and social development, closely linked to international and domestic trade [4][10] - In the first half of 2025, China's GDP grew by 5.3%, and the total import and export volume increased by 2.9%, with exports rising by 7.2% and imports decreasing by 2.7% [4][10] - Coastal ports in China saw a 2.5% increase in cargo throughput, with container throughput growing by 7.1% [4][10] Main Business Operations - The company primarily engages in the handling of containers, metal ores, coal, and crude oil, along with logistics and port value-added services [4][10] - The operational model includes loading and unloading services, logistics, and port support services [4][10] Performance Analysis - The company reported a container throughput of 17.03 million TEUs in the first half of 2025, a 7.6% increase year-on-year [4][10] - The company’s gross profit for the period was approximately 3.71 billion RMB, reflecting a 9.84% increase [4][10] - The company’s cash flow from operating activities increased by 60.72% to approximately 2.76 billion RMB [4][10] Competitive Advantages - Qingdao Port is strategically located and serves as a significant international trade hub in the West Pacific, with advanced facilities and a comprehensive transportation network [4][10] - The port has been recognized for its operational efficiency, particularly in container handling, achieving a record operational efficiency of 62.62 TEU/hour [4][10]

| 青岛港国际股份有限公司2025 | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | | 公司代码：601298 | 公司简称：青岛港 | | | | | 青岛港国际股份有限公司 | | | | | | 青岛港国际股份有限公司2025 | 年半年度报告摘要 | | | | | 第一节 重要提示 | | | | | | 展规划，投资者应当到 http://www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | 未出席董事职务 未出席董事姓名 | 未出席董事的原因说明 | | | 被委托人姓名 | | 董事 朱涛 其他公务安排 | | | | 蒋敏 | | 根据公司第四届董事会第二十八次会议决议，本次利润分配预案为：拟将2025年上半年可用于分 | | | | | | 配利润的约35%，按照持股比例向全体股东派发现金股利，即以公司总股本6,491,100,000股计算，每 | | | | | | 第二节 公司基本情况 | | | | | ...

Group 1 - The board of directors of Qingdao Port International Co., Ltd. held its 28th meeting on August 28, 2025, with all 9 directors present, complying with legal and regulatory requirements [1] - The board approved the mid-term performance announcement for 2025 with a unanimous vote of 9 in favor [2] - The board also approved the 2025 semi-annual report, which was previously reviewed by the audit committee [2] Group 2 - The board agreed on a mid-term profit distribution plan, proposing a cash dividend of RMB 1.466 per 10 shares, which represents approximately 33% of the net profit attributable to shareholders for the first half of 2025 [2][3] - The profit distribution plan is set to be implemented on December 24, 2025, pending approval from the shareholders' meeting [2] - The board approved a continuous risk assessment report for Shandong Port Group Financial Co., Ltd., with 4 votes in favor and no opposition [3][4] Group 3 - The board approved daily related transactions with Qingdao Qianwan New United Container Terminal Co., Ltd. and Qingdao Port Dongjiakou Ore Terminal Co., Ltd., with 8 votes in favor [4] - The board also approved a related transaction framework agreement with Global Express Logistics Co., Ltd. for the 2025-2026 period, with unanimous support from all directors [4]

Core Viewpoint - Qingdao Port's stock has shown a positive trend with a 1.67% increase, reaching a market capitalization of 55.174 billion yuan, indicating strong investor interest and potential growth in the shipping and logistics sector [1] Company Overview - Qingdao Port International Co., Ltd. is engaged in the handling and logistics services for various goods including containers, metal ores, coal, and crude oil, as well as providing port-related value-added services and financial services [6] - The company has a diversified revenue structure, with 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller contributions from other port-related services [6] Financial Performance - For the first half of 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, reflecting a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% year-on-year [6] - The company has a history of strong dividend payouts, with a total of 12.818 billion yuan distributed since its A-share listing, and 5.687 billion yuan in the last three years [7] Market Position and Strategic Initiatives - Qingdao Port is strategically located in the Bohai Sea region and is a key player in the China-South Korea Free Trade Agreement, benefiting from its proximity to South Korea and its central position in Northeast Asia's port network [2] - The company has recently signed a cooperation agreement with Huawei to accelerate the development of smart port operations, indicating a focus on technological advancement [3] Investment Sentiment - The stock has seen a net inflow of 3.8591 million yuan from major investors, with a relatively low turnover rate of 0.54%, suggesting cautious but growing interest from institutional investors [3][4] - The average trading cost of the stock is 7.94 yuan, with the current price near a support level of 8.49 yuan, indicating potential for price stability or rebound [5]

每经AI快讯，青岛港(06198.HK)绩后涨超5%。 ...

Core Viewpoint - Qingdao Port's stock rose over 5% following the release of its interim results, reflecting positive financial performance and strategic growth initiatives [1] Financial Performance - For the six months ending June 30, 2025, Qingdao Port reported revenue of RMB 9.434 billion, a year-on-year increase of 4.04% [1] - The net profit attributable to shareholders was RMB 2.842 billion, representing a year-on-year growth of 7.58% [1] - Basic earnings per share stood at RMB 0.44 [1] Operational Highlights - The company achieved a cargo throughput of 361.49 million tons, an increase of 2.0% year-on-year [1] - Container throughput reached 17.03 million TEU, marking a year-on-year growth of 7.6% [1] - Dry bulk cargo throughput decreased by 1.7% to 127 million tons, while liquid bulk cargo throughput fell by 10.1% to 49 million tons [1] Strategic Initiatives - The company leveraged its port advantages to capitalize on policy opportunities from the Shandong Free Trade Zone, Shanghai Cooperation Organization demonstration zone, and RCEP pilot demonstration zone [1] - Qingdao Port expanded its maritime routes, increased capacity, and enhanced transit services, while also developing land-based operations and building inland ports to diversify its cargo sources [1] - The port's position as a key hub and gateway for international trade has been further solidified, enhancing its role as a "bridgehead" for external openness [1]

承董事會命 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，概不對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。 Qingdao Port International Co., Ltd. 青島港國際股份有限公司 （於中華人民共和國成立的股份有限公司） （股份代號：06198） 海外監管公告 本公告乃青島港國際股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上 市規則第13.10B條作出。 以下為本公司於上海證券交易所網站（www.sse.com.cn）刊發之《青島港國際股份有限 公司關於召開2025年半年度業績說明會的公告》，僅供參閱。 青島港國際股份有限公司 董事長 蘇建光 中國·青島，2025年8月29日 於本公告日期，本公司執行董事為蘇建光先生及張保華先生；本公司非執行董事為李武成先生、朱 濤先生、崔亮先生及王芙玲女士；及本公司獨立非執行董事為李燕女士、蔣敏先生及黎國浩先生。 证券代码：601298 证券简称：青岛港 公告编号：临 2025-031 青岛港国际股份有限公司 关于召开2025 ...