| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002357 | 富临运业 | 13.42 | 4.76% | 17.19万 | 2.30亿 | | 000755 | 山西高速 | 5.44 | 3.03% | 25.92万 | 1.42亿 | | 601333 | 广深铁路 | 3.15 | 2.61% | 70.28万 | 2.19亿 | | 601518 | 吉林高速 | 2.93 | 2.45% | 21.26万 | 6188.08万 | | 600125 | 铁龙物流 | 6.47 | 2.21% | 20.43万 | 1.32亿 | | 600548 | 深高速 | 9.12 | 2.01% | 10.11万 | 9190.12万 | | 601006 | 大秦铁路 | 5.09 | 2.00% | 253.32万 | 12.80亿 | | 603069 | 海汽集团 | 23.28 | 1.93% | 9.31万 | 2.16亿 | | 601816 | 京沪高铁 | 4.93 | ...

证券日报网讯2月3日，福建高速（600033）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数为83183户。 ...

Investment Rating - The report maintains a "Positive" outlook on the shipping industry, highlighting strong performance in the sector despite seasonal challenges [4]. Core Insights - The shipbuilding sector is expected to show significant earnings growth, with Su Mei Da's Q4 net profit forecasted at 2.5 billion, a year-on-year increase of 71%, driven by strong contributions from shipbuilding and power generation [5]. - The shipping market continues to experience robust demand, with one-year charter rates for VLCCs rising by 2.8% to $64,000 per day, and Cape rates increasing by 8.4% to $28,700 per day [5]. - The report emphasizes the ongoing volatility in oil transportation rates, with VLCC rates experiencing a 62% increase in a single day due to supply-demand imbalances and geopolitical tensions [5]. - The dry bulk shipping market is also showing resilience, with the BDI index rising by 21.9% week-on-week, driven by strong demand from Australia and Brazil [5]. Summary by Sections Shipbuilding Sector - Su Mei Da's Q4 net profit is projected at 2.5 billion, up 71% year-on-year, exceeding expectations [5]. - ST Songfa's Q4 net profit is estimated between 11-14 million, with a net profit margin of 14%, reflecting a 1.6 percentage point increase from Q3 [5]. - Attention is drawn to China Shipbuilding's upcoming full consolidation of assets and the release of high-priced orders in Q1 2026 [5]. Shipping Market - The report notes a continued upward trend in shipping rates, with VLCC rates increasing by 2.8% and Cape rates by 8.4% [5]. - The VLCC average rate rose by 16% week-on-week, reaching $122,326 per day, with Middle East to Far East rates dropping by 25% [5]. - The report highlights the impact of geopolitical tensions on oil transportation, particularly in the context of the Ukraine conflict [5]. Dry Bulk Shipping - The BDI index recorded a 21.9% increase, with Capesize rates rising by 35.8% to $31,809 per day [5]. - Strong demand from Australia and Brazil is noted, with limited supply contributing to higher rates [5]. Air Transportation - The report indicates a significant opportunity for airlines due to rising passenger volumes and historical high load factors, suggesting a potential "golden era" for the industry [5]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch [5]. Express Delivery - The report anticipates uncertainty in the express delivery sector due to fluctuating demand and industry self-regulation policies, but notes that leading companies like Zhongtong Express and YTO Express are expected to maintain their market share and profitability [5]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are showing resilience, with recent data indicating a slight decline in volumes but overall stability [5]. - The report suggests that high dividend investment themes and potential value management catalysts in the highway sector are worth monitoring [5].

Core Viewpoint - Fujian Expressway's stock price has shown volatility, with a recent increase of 2.13% but a year-to-date decline of 7.02%, indicating potential investment opportunities and risks in the transportation sector [1][2]. Financial Performance - For the period from January to September 2025, Fujian Expressway reported a revenue of 2.298 billion yuan, reflecting a year-on-year growth of 1.30%, and a net profit attributable to shareholders of 822 million yuan, which is a 3.58% increase compared to the previous year [2]. - Cumulatively, since its A-share listing, Fujian Expressway has distributed a total of 6.850 billion yuan in dividends, with 1.153 billion yuan distributed over the last three years [3]. Shareholder Information - As of December 31, 2025, the number of shareholders for Fujian Expressway reached 87,900, an increase of 9.74% from the previous period, while the average number of circulating shares per shareholder decreased by 8.87% to 31,231 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 27.2163 million shares, a decrease of 4.2292 million shares from the previous period [3].

Group 1 - Fujian Expressway's stock price has dropped 1.55% to 3.82 CNY per share, with a trading volume of 283 million CNY and a turnover rate of 2.67%, resulting in a total market capitalization of 10.484 billion CNY [1] - The stock has experienced a continuous decline for five days, accumulating a total drop of 7.06% during this period [1] - Fujian Development Expressway Co., Ltd. was established on June 28, 1999, and listed on February 9, 2001, focusing on the investment, construction, development, toll collection, maintenance, and management of expressways [1] Group 2 - The main revenue sources for Fujian Expressway are: 53.63% from Foqing Expressway, 40.56% from Quanzhou-Xiamen Expressway, 4.65% from Roning Expressway, and 1.16% from other sources [1] - The fund "China Europe Value Selection Mixed A" (021181) holds 10.7407 million shares of Fujian Expressway, accounting for 2.01% of the fund's net value, making it the fifth-largest holding [2] - The fund has incurred a floating loss of approximately 644,400 CNY today and a total floating loss of 3.1148 million CNY during the five-day decline [2] Group 3 - The fund manager of "China Europe Value Selection Mixed A" is Zhang Xueming, who has been in the position for 1 year and 267 days, with the fund's total asset size at 6.741 billion CNY [3] - During Zhang's tenure, the best fund return was 79%, while the worst return was 0.79% [3]

Market Overview - The railway and highway sector experienced a decline of 0.42% on January 13, with Hainan Highway leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable gainers included: - Shentong Metro (600834) with a closing price of 8.80, up 2.44% [1] - Jinjiang Online (600650) also up 2.44% at a closing price of 16.40 [1] - Major decliners included: - Hainan Highway (000886) down 4.45% at a closing price of 6.66 [2] - Haikou Group (603069) down 3.85% at a closing price of 23.75 [2] Trading Volume and Capital Flow - The railway and highway sector saw a net outflow of 113 million yuan from institutional investors, while retail investors had a net inflow of 101 million yuan [2] - The trading volume for Hainan Highway was 561,000 shares, with a transaction value of 379 million yuan [2] Individual Stock Capital Flow - Jinjiang Online (600650) had a net outflow of 53.1 million yuan from institutional investors, with a retail net outflow of 49.4 million yuan [3] - Shentong Metro (600834) recorded a net inflow of 15.8 million yuan from institutional investors [3] - West China Entrepreneurship (000557) had a net inflow of 16.7 million yuan from institutional investors [3]

Core Viewpoint - Fujian Expressway's stock price has experienced a decline of 5.08% year-to-date, with a notable drop of 2.24% on January 13, 2025, indicating potential concerns among investors regarding the company's performance and market conditions [1]. Group 1: Stock Performance - As of January 13, 2025, Fujian Expressway's stock price is reported at 3.92 yuan per share, with a trading volume of 1.96 billion yuan and a turnover rate of 1.80%, resulting in a total market capitalization of 10.758 billion yuan [1]. - The stock has seen a decline of 3.45% over the last five trading days and a decrease of 4.62% over the past 20 days, while it has increased by 14.29% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Fujian Expressway achieved a revenue of 2.298 billion yuan, reflecting a year-on-year growth of 1.30%, and a net profit attributable to shareholders of 822 million yuan, which is a 3.58% increase compared to the previous year [2]. - The company has distributed a total of 6.850 billion yuan in dividends since its A-share listing, with 1.153 billion yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 31, 2025, the number of shareholders for Fujian Expressway has increased to 87,900, marking a 9.74% rise from the previous period, while the average number of circulating shares per shareholder has decreased by 8.87% to 31,231 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 27.2163 million shares, a decrease of 4.2292 million shares from the previous period, while the Eastern Red CSI Eastern Red Dividend Low Volatility Index A (012708) ranks as the tenth largest shareholder with 14.7588 million shares, down by 497,600 shares [3].

Group 1 - The company, Fujian Expressway (600033), reported that as of December 31, 2025, the total number of shareholders is 87,873 [1]

Group 1 - The article reports on the dividend distribution announcements from three A-share listed companies: Heshun Petroleum, Southwest Securities, and Sanyuan Bio, with specific payout details provided [1] - Heshun Petroleum will distribute a dividend of 1.00 yuan per 10 shares (after tax 0.90 yuan) [1] - Southwest Securities will distribute a dividend of 0.10 yuan per 10 shares (after tax 0.09 yuan) [1] - Sanyuan Bio will distribute a dividend of 5.00 yuan per 10 shares (after tax 4.50 yuan) [1] Group 2 - The article lists several companies with their respective dividend record dates, including Guangzhou Restaurant, Fujian Expressway, New Media Co., Runhe Software, Huangshan Capsule, Province Advertising Group, and Suihengyun A [1] - Guangzhou Restaurant will have a record date for a dividend of 1.00 yuan per 10 shares (after tax 0.90 yuan) [1] - Fujian Expressway will have a record date for a dividend of 0.50 yuan per 10 shares (after tax 0.45 yuan) [1] - New Media Co. will have a record date for a dividend of 11.00 yuan per 10 shares (after tax 9.90 yuan) [1] - Runhe Software will have a record date for a dividend of 0.70 yuan per 10 shares (after tax 0.63 yuan) [1] - Huangshan Capsule will have a record date for a dividend of 0.33 yuan per 10 shares (after tax 0.297 yuan) [1] - Province Advertising Group will have a record date for a dividend of 0.11 yuan per 10 shares (after tax 0.099 yuan) [1] - Suihengyun A will have a record date for a dividend of 0.60 yuan per 10 shares (after tax 0.54 yuan) [1]

Group 1 - The core point of the article is that Fujian Expressway Co., Ltd. announced a mid-term profit distribution plan for the year 2025, which includes a cash dividend of 0.05 yuan per share, totaling 137 million yuan [1][3] - The record date for the dividend is set for December 30, 2025, with the ex-dividend date and payment date on December 31, 2025 [3] - The company stated that the profit distribution plan considers both current and future funding needs, aligning with its development strategy and shareholder return plan [3] Group 2 - Fujian Expressway is a leading enterprise in the transportation infrastructure sector in Fujian Province, managing key sections of the Shenhai Expressway (G15) [3] - Since its listing in 2001, the company has implemented cash dividends 25 times, with a total distribution amounting to 6.85 billion yuan [3]