QDPI(06198)

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青岛港拟8月28日举行董事会会议以审批中期业绩

Ge Long Hui· 2025-08-18 09:39
格隆汇8月18日丨青岛港(06198.HK)公告,公司将于2025年8月28日(星期四)召开董事会会议,藉以审议 并批准(其中包括)公司及其附属公司截至2025年6月30日止6个月中期业绩及其发布,并审议派发中期股 息(如有)建议。 ...
青岛港(06198.HK)拟8月28日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-18 09:02
格隆汇8月18日丨青岛港(06198.HK)公告,公司将于2025年8月28日(星期四)召开董事会会议,藉以审议 并批准(其中包括)公司及其附属公司截至2025年6月30日止6个月中期业绩及其发布,并审议派发中期股 息(如有)建议。 ...
青岛港(601298) - H股公告

2025-08-18 09:00
承董事會命 青島港國際股份有限公司 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) 董事會會議通告 青島港國際股份有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司將於2025 年8月28日(星期四)召開董事會會議,藉以審議並批准(其中包括)本公司及其附屬公 司截至2025年6月30日止六個月之中期業績及其發佈,並審議派發中期股息(如有)之建 議。 中國·青島,2025年8月18日 董事長 於本通告日期,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。 蘇建光 ...
青岛港1-7月累计出口商品车同比增23%
Ge Long Hui A P P· 2025-08-18 08:56
Core Insights - Shandong Port Qingdao's cumulative export of passenger vehicles increased by 23% year-on-year from January to July, with a remarkable 1617% growth in new energy vehicles [1] - China's total automobile exports reached 3.68 million units during the same period, reflecting a year-on-year growth of 12.8%, with commercial vehicle production and sales increasing by 6% and 3.9% respectively [1] - New energy vehicle exports surged by 84.6%, becoming a significant driver of foreign trade growth [1] Industry Developments - Qingdao Port has expanded its shipping routes, launching new lines to North Africa, India-Pakistan, Central-North America, Southeast Asia, and Brazil [1] - The port has innovatively developed a "railway trunk line + road short-haul" dual-engine collection model, which has reduced logistics costs by over 10% through a seamless multi-modal transport system [1]
青岛港1—7月累计出口商品车同比增长23%
Xin Lang Cai Jing· 2025-08-18 08:56
Core Insights - Shandong Port Qingdao's cumulative export of passenger vehicles increased by 23% year-on-year from January to July, with electric vehicles surging by 1617% and engineering vehicles up by 35% [1] - China's automotive exports reached 3.68 million units in the same period, marking a year-on-year growth of 12.8%, with commercial vehicle production and sales increasing by 6% and 3.9% respectively, and electric vehicle exports rising by 84.6% [1] - Qingdao Port is expanding its shipping routes, having launched new lines to North Africa, India-Pakistan, Central-North America, Southeast Asia, and Brazil, enhancing its logistics capabilities [1] - The port has developed a dual-engine collection model combining "railway trunk lines + road short-haul," which has reduced logistics costs by over 10% through a seamless multi-modal transport system [1]
青岛港(06198) - 董事会会议通告

2025-08-18 08:38
Qingdao Port International Co., Ltd. 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。 承董事會命 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18日 於本通告日期,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。 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) 董事會會議通告 青島港國際股份有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司將於2025 年8月28日(星期四)召開董事會會議,藉以審議並批准(其中包括)本公司及其附屬公 司截至2025年6月30日止六個月之中期業績及其發佈,並審議派發中期股息(如有)之建 議。 ...
投资框架:红利资产投资框架:公路、港口、电力
2025-08-18 01:00
Summary of Conference Call Records Industry Overview - **Industry Focus**: The conference call primarily discusses the highway, port, and power industries, emphasizing their investment frameworks and dividend asset characteristics [1][20]. Key Points and Arguments Highway Industry - **Business Model**: The highway business model is robust, driven by passenger and freight traffic. Passenger traffic benefits from the increase in car ownership and self-driving tourism, while freight traffic remains dominant despite a slight decline due to the "road-to-rail" policy [1][4]. - **Revenue Growth**: From 2011 to 2019, the average revenue growth rate for the highway industry was 8.5%, outpacing the GDP growth rate of 7.4% during the same period, indicating strong resilience [5]. - **Investment Strategy**: High dividend strategies are favored in weak markets, highlighting the defensive nature of highway assets. Prioritizing high-dividend, high-yield highway assets is a crucial investment strategy [1][7][9]. - **Regulatory Environment**: The optimization of toll road policies at the national level presents systemic opportunities for valuation improvement in the highway sector [2]. Port Industry - **Cargo Throughput Growth**: The port industry has seen steady growth in cargo throughput, benefiting from supply-side integration and rational production management. The average growth rate of cargo throughput over the past decade is between 3% and 4% [12]. - **Pricing Flexibility**: Port charges are flexible and can be adjusted based on market demand, unlike highway tolls, which are more rigid [14]. - **Investment Characteristics**: Ports are characterized by perpetual operation and dynamic pricing capabilities, making them attractive stable growth assets [15]. Power Industry - **Profitability Framework**: The hydroelectric power industry has a stable profitability framework with a clear cost structure, ensuring steady net profit generation. Companies like Yangtze Power commit to maintaining high dividend rates [21]. - **Nuclear Power Growth**: The nuclear power sector is in a clear growth cycle, with plans for significant new installations, supporting long-term profitability and dividend potential [24][25]. - **Gas Industry Dynamics**: The gas industry is transitioning towards maturity, with decreasing capital expenditures expected to enhance dividend levels as projects mature [29][31]. Additional Important Insights - **Investment Recommendations**: Recommended investment targets include high-dividend companies such as China Merchants Highway, Shandong Highway, and Ninghu Highway, which have shown strong performance in shareholder returns [9][11]. - **Future Potential**: Potential investment opportunities in the highway sector include Sichuan Chengyu and Ganyue Highway, which are expected to replicate successful growth patterns seen in other companies [11]. - **Governance and Stability**: The water and nuclear power sectors exhibit strong governance and stable dividend levels, making them attractive for long-term investment [20][21]. Conclusion The conference call highlights the resilience and growth potential of the highway, port, and power industries, emphasizing the importance of dividend strategies and regulatory environments in shaping investment opportunities. The focus on high-dividend assets reflects a broader trend towards stable, income-generating investments in the current market landscape.
青岛港上周获融资净买入1880.37万元,居两市第442位
Jin Rong Jie· 2025-08-18 00:02
Group 1 - Qingdao Port recorded a net financing inflow of 18.80 million yuan last week, ranking 442nd in the two markets [1] - The total financing amount for Qingdao Port was 53.68 million yuan, with repayments amounting to 34.88 million yuan [1] - The main sectors associated with Qingdao Port include shipping and ports, Shandong sector, S&P, FTSE Russell, Shanghai Stock Connect, and others [1] Group 2 - Over the past 5 days, the main capital inflow for Qingdao Port was 21.19 million yuan, with a price increase of 3.12% [1] - In the last 10 days, the main capital outflow was 1.24 million yuan, with a price decrease of 0.11% [1] - Qingdao Port International Co., Ltd. was established in 2013, primarily engaged in water transportation, with a registered capital of 649.11 million yuan [1] Group 3 - The company has made investments in 63 enterprises and participated in 4,032 bidding projects [1] - Qingdao Port International holds 3 trademark registrations and 1,287 patent registrations, along with 100 administrative licenses [1]
青岛港(06198) - 海外监管公告

2025-08-17 23:36
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。 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) 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2024年年度權益分派實施公告》,僅供參閱。 承董事會命 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18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 2025-026 青岛港国际股份有限公司 2024 年年度权益分派实 ...
青岛港国际股份有限公司2024年年度权益分派实施公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-17 22:47
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股每股现金红利人民币0.2007元(含税) 本次利润分配方案经青岛港国际股份有限公司(以下简称"公司")2025年6月27日的2024年年度股东大 会审议通过。 二、分配方案 1.发放年度:2024年年度 2.分派对象: 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6,491,100,000股为基数,每股派发现金红利人民币0.2007元 (含税),共计派发现金红利人民币130,276.38万元。 公司已派发2024年度中期现金红利每股人民币0.1134元(含税),连同本次现金红利分配,2024年全年 现金红利为每股人民币0.3141元(含税),2024年度合计派发现金红利人民币203,885.45万元。 四、分配实施办法 1.实施办法 (1)除由公司自行发放的股东外,无限售条件流通股的红利委托中 ...