Core Viewpoint - The impact of Typhoon "Zhu Jie Cao" has diminished, leading to a surge in container throughput at the port, highlighting the resilience and efficiency of the port's operations in facilitating domestic and international trade [1] Group 1 - The port achieved a record container throughput of 172,181 TEU (Twenty-foot Equivalent Units) in a single day, surpassing the previous record of 172,080 TEU set on July 21, 2024 [1] - The port's staff and management are fully engaged in production efforts to handle the increased pressure from the arrival of vessels [1] - This performance reflects a strong pulse in the dual circulation of domestic and international markets [1]

证券之星消息，8月1日航运港口板块较上一交易日下跌0.25%，海峡股份领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。航运港口板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600018 | 上港集团 | 2547.37万 | | 14.30% | 422.32万 | 2.37% | -2969.70万 | -16.67% | | 600751 | 海航科技 | 2157.30万 | | 7.86% | -774.70万 | -2.82% | -1382.60万 | -5.04% | | 603565 中谷物流 | | 1748.88万 | | 8.07% | 877.41万 | 4.05% | -2626.29万 | -12.12% | | 601975 招商南油 | | 1328.81万 | | 7.45% | -77 ...

Market Overview - The shipping and port sector experienced a decline of 2.0% on July 31, with China National Offshore Oil Corporation (CNOOC) leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - CNOOC's stock closed at 10.58, down 6.29% with a trading volume of 303,400 shares and a transaction value of 327 million yuan [1] - Other notable declines included: - Haixia Co., Ltd. at 8.13, down 6.12% - Ningbo Ocean at 9.50, down 4.14% - Xiamen Port at 8.30, down 3.60% [1] Capital Flow Analysis - The shipping and port sector saw a net outflow of 649 million yuan from major funds, while retail investors contributed a net inflow of 486 million yuan [1] - The table of capital flow indicates that major funds had a negative net inflow in several companies, including: - Shanghai Port Group with a net inflow of 61.24 million yuan [2] - Tianjin Port with a net inflow of 15.21 million yuan [2] - Conversely, some companies experienced significant net outflows from major funds, such as: - Qin Port Co. with a net outflow of 103.34 million yuan [2]

金融界消息 截至2025年7月31日收盘，上港集团（600018）报收于5.63元，下跌1.92%，换手率0.28%， 成交量64.11万手，成交金额3.63亿元。 资金流向方面，今日主力资金净流入6124.10万元，占比成交额16.89%。其中，超大单净流入3334.85万 元、占成交额9.2%，大单净流入2789.25万元、占成交额7.69%，中单净流出流出1087.54万元、占成交 额3.0%，小单净流出5036.56万元、占成交额13.89%。 上港集团最新一期业绩显示，截至2025一季报，公司营业总收入95.18亿元、同比增长6.34%，归属净利 润39.07亿元，同比增长5.71%，扣非净利润37.96亿元，同比增长15.32%，流动比率1.847、速动比率 1.576、资产负债率29.78%。 天眼查商业履历信息显示，上海国际港务(集团)股份有限公司，成立于1988年，位于上海市，是一家以 从事水上运输业为主的企业。企业注册资本2328136.5262万人民币，实缴资本743084.7876万人民币。公 司法定代表人为顾金山。 通过天眼查大数据分析，上海国际港务(集团)股份有限公司共对外投资了1 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 导语：上港集团营收连续 2 年几乎停涨，毛利率也呈下滑之势，公司董秘丁向明涨薪 84 万，增幅位列业内第一。 | 上市公司 | 行业(申万一级) | 重事会秘书 | 年龄 | 学历 | 薪酬(万) | 薪酬变化 | | --- | --- | --- | --- | --- | --- | --- | | 上港集团 | 交通运输 | 丁向明 | 57 | 硕士 | 275.9 | 84.0 | | 中远海发 | 交通运输 | 容器 | 46 | 硕士 | 168.6 | 81.2 | | 建发股份 | 交通运输 | 江桂芝 | 54 | 本科 | 387.0 | 79.0 | | 浙商中拓 | 交通运输 | 雷邦景 | 45 | 本科 | 141.8 | 61.3 | | 中远海能 | 交通运输 | 倪艺丹 | 40 | 本科 | 177.9 | 39.4 | | 上海雅仕 | 交通运输 | 金昌粉 | 47 | 硕士 | 87.8 | 30.2 | | 山西高速 | 交通运输 | FF | 39 | 博士 | 58.3 | 2 ...

证券之星消息，根据天眼查APP数据整理，近日，上港集团蕴通国际集装箱服务(上海)有限公司成立， 法定代表人为戴骏，注册资本41000万元，经营范围包含：一般项目：国内集装箱货物运输代理；装卸 搬运；国内货物运输代理；海上国际货物运输代理；国际货物运输代理；国内船舶代理；普通货物仓储 服务(不含危险化学品等需许可审批的项目)；集装箱租赁服务；集装箱维修；港口货物装卸搬运活动； 运输货物打包服务；港口理货；进出口代理；运输设备租赁服务；非居住房地产租赁；机械设备租赁； 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；道路货物运输站经营；信息技术咨 询服务；信息咨询服务(不含许可类信息咨询服务)；通用设备修理；专用设备修理；租赁服务(不含许可 类租赁服务)。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显 示，该公司由上港集团全资持股。 数据来源：天眼查APP ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688766 | 普冉股 | 7.79 | 5.03 | 64.60 | 68.94 | 6.72 | | | 份 | | | | | | | 300679 | 电连技 术 | 8.00 | 4.36 | 47.49 | 50.50 | 6.34 | | 300045 | 华力创 | 6.25 | 8.30 | 20.24 | 21.25 | 4.99 | | | 通 | | | | | | | 600238 | *ST椰岛 | 4.93 | 3.25 | 7.03 | 7.23 | 2.85 | | 300761 | 立华股 | 2.54 | 0.92 | 19.35 | 19.79 | 2.29 | | | 份 | | | | | | | 000703 | 恒逸石 化 | 2.13 | 0.30 | 6.09 | 6.22 | 2.09 | | ...

Group 1 - On July 30, a total of 3 listed companies had their restricted shares unlocked, with a total market value of approximately 503 million yuan [1] - The specific details of the restricted share unlocks are as follows: - Shanghai Port Group (Stock Code: 600018) had 31.51 million shares unlocked under equity incentive restrictions [1] - Hesheng Co., Ltd. (Stock Code: 002824) had 20.56 million shares unlocked from the issuance of A-shares to original shareholders [1] - Honghe Technology (Stock Code: 603256) had 215,000 shares unlocked under equity incentive restrictions [1]

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 3601.27 points, reflecting a 0.09% change, and a total trading volume of 1.449 trillion yuan [1] Group 1: Market Performance - As of the latest data, 15 A-shares have surpassed their annual moving average, indicating positive market sentiment [1] - The stocks with the highest deviation rates from their annual lines include Sinochem International at 8.45%, Blue Arrow Electronics at 3.04%, and Dier Laser at 2.27% [1] Group 2: Individual Stock Analysis - Sinochem International (600500) experienced a daily increase of 10.10% with a turnover rate of 1.95%, latest price at 4.25 yuan [1] - Blue Arrow Electronics (301348) rose by 3.23% with a turnover rate of 9.54%, latest price at 21.74 yuan [1] - Dier Laser (300776) saw a 2.53% increase with a turnover rate of 2.75%, latest price at 59.94 yuan [1] Group 3: Other Notable Stocks - Foster (603806) increased by 9.66% with a turnover rate of 4.13%, latest price at 14.64 yuan [1] - Zhifei Biological (300122) rose by 6.33% with a turnover rate of 7.81%, latest price at 25.02 yuan [1] - Other stocks with minor deviations include I Love My Family (000560) and Baijun Medical (688198), with deviations of 1.76% and 1.13% respectively [1]

证券代码：600018 证券简称：上港集团 公告编号：2025-032 上海国际港务（集团）股份有限公司 关于独立董事辞职的公告 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。 鉴于曲林迟先生辞职后将会导致公司董事会中独立董事人数少于董事会人 数的三分之一，相关董事会专门委员会中独立董事所占比例不符合《上市公司独 立董事管理办法》相关规定，根据《公司法》《上市公司独立董事管理办法》《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》及《公司章程》等有 关规定，曲林迟先生的辞职报告将在公司股东大会选举产生新任独立董事后方可 生效。为了确保董事会的正常运作，在公司股东大会选举产生新任独立董事之前， 曲林迟先生将按照有关法律法规及《公司章程》的规定继续履行公司独立董事及 董事会相关专门委员会的职责。同时公司将根据相关法律法规的规定尽快完成独 立董事的补选工作。 曲林迟先生在担任公司独立董事期间，恪尽职守、勤勉尽责，在促进公司规 范运作和健康发展等方面发挥了积极有效的作用，公司董事会对曲林迟先生在任 职期间所做的贡献表示衷心 ...