Core Insights - As of September 30, 2025, the number of shareholders for Changjiang Investment is 24,179, a decrease of 463 shareholders or 1.88% compared to July 31, 2025 [1][2] - The average shareholding per shareholder increased from 14,800 shares to 15,100 shares, with an average market value of 132,200 yuan [1][2] - In the logistics sector, Changjiang Investment's shareholder count is below the industry average of 37,200 shareholders, and its average market value is also lower than the sector average of 435,500 yuan [1][2] Financial Performance - From July 31, 2025, to September 30, 2025, Changjiang Investment's stock price increased by 5.29%, despite a reduction in shareholder count [1][2] - The net outflow of institutional funds was 103 million yuan, while retail funds saw a net inflow of 3.26 million yuan during the same period [4]

Core Insights - Changjiang Investment (600119.SH) reported a significant decline in revenue for the first three quarters of 2025, with total revenue reaching 137 million yuan, representing a year-on-year decrease of 67.35% [1] - The company experienced a net loss attributable to shareholders of 14.59 million yuan, alongside a non-recurring net profit loss of 16.19 million yuan [1] - Basic earnings per share were reported at -0.04 yuan [1]

证券代码：600119 证券简称：长江投资 公告编号：临 2025-029 长发集团长江投资实业股份有限公司 关于续聘会计师事务所的公告 1 注册地址：上海市静安区威海路 755 号 25 层。 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： 拟续聘的会计师事务所名称：上会会计师事务所（特殊普通合伙） 长发集团长江投资实业股份有限公司（以下简称"长江投资公司"、 "长江投资"或"公司"）于 2025 年 10 月 28 日召开九届七次董事会会 议，审议通过了《关于长江投资公司续聘上会会计师事务所的议案》， 拟聘请上会会计师事务所（特殊普通合伙）(以下简称"上会")为公司 2025 年度财务报表审计和内部控制审计机构。具体情况如下： 一、拟续聘会计师事务所的基本情况 （一）机构信息 1.基本信息 上会原名上海会计师事务所，于 1980 年筹建，1981 年元旦正式成 立。1998 年 12 月按财政部、中国证券监督管理委员会的要求，改制为 有限责任公司制的会计师事务所。2013 年 12 月上海上会会计师事务所 ...

证券代码：600119 证券简称：长江投资 公告编号：临 2025-030 长发集团长江投资实业股份有限公司 关于召开2025年第二次临时股东会的通知 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： 一、 召开会议的基本情况 (一)股东会类型和届次 2025年第二次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 11 月 14 日 14 点整 召开地点：上海市青浦区佳杰路 99 弄 A2 栋会议中心小报告厅 (五)网络投票的系统、起止日期和投票时间。 股东会召开日期：2025年11月14日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 11 月 14 日 至2025 年 11 月 14 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时 ...

一、审议通过了《长江投资公司 2025 年第三季度报告》。（公司 2025 年第三季度报告详见上海证券交易所网站 www.sse.com.cn） 本议案已经第九届董事会审计委员会 2025 年第四次会议审议通 过。 证券代码：600119 证券简称：长江投资 公告编号：临 2025-028 长发集团长江投资实业股份有限公司 九届七次董事会决议公告 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。 长发集团长江投资实业股份有限公司（以下简称"长江投资公司" 或"公司"）九届七次董事会会议的通知及相关材料以电子邮件或专 人送达的方式提前向全体董事发出。会议于 2025 年 10 月 28 日（星 期二）上午以通讯方式召开。会议应到董事 7 名，实到 7 名。会议召 开符合《公司法》和《公司章程》的有关规定。本次会议审议通过了 如下议案： 本议案已经第九届董事会审计委员会 2025 年第四次会议审议通 过。 同意票：7 票 反对票：0 票 弃权票：0 票。 三、审议通过了《关于修订<长发集团长江投资实业股份有限公 司担保管理制度>的议 ...

长发集团长江投资实业股份有限公司 2025 年第三季度报告 证券代码：600119 证券简称：长江投资 长发集团长江投资实业股份有限公司 2025 年第三季度报告 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。 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 47,492,502.55 | -28.81 | 136,977, ...

长江投资公告，第三季度营收为4749.25万元，同比下降28.81%；净利润亏损498.5万元。前三季度营收 为1.37亿元，同比下降67.35%；净利润亏损1458.97万元。 ...

Core Viewpoint - Changjiang Investment's stock price has shown fluctuations with a recent decline of 2.08%, while the company has experienced a year-to-date increase of 7.53% in stock price [1] Financial Performance - As of July 31, Changjiang Investment reported a revenue of 89.48 million yuan for the first half of 2025, reflecting a year-on-year decrease of 74.63%. The net profit attributable to the parent company was -9.60 million yuan, which represents a year-on-year increase of 36.24% [2] - The company has cumulatively distributed 190 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Stock Market Activity - The stock price as of October 24 was 9.43 yuan per share, with a trading volume of 143 million yuan and a turnover rate of 4.06%, resulting in a total market capitalization of 3.444 billion yuan [1] - The net outflow of main funds was 5.77 million yuan, with large orders showing a buy of 14.05 million yuan and a sell of 12.56 million yuan [1] - Changjiang Investment has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 19, where it recorded a net buy of 2.60 million yuan [1] Business Overview - Changjiang Investment, established on November 28, 1997, and listed on January 15, 1998, is located in Qingpu District, Shanghai. The company operates in modern logistics, meteorological technology, and other industrial investments [1] - The revenue composition of the company includes logistics and warehousing services at 52.45%, product sales at 45.67%, leasing and management services at 1.71%, and other services at 0.14% [1]

Market Overview - On October 23, the logistics sector rose by 0.28% compared to the previous trading day, with Changjiang Investment leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Changjiang Investment (600119) closed at 9.63, with a gain of 7.12% and a trading volume of 402,400 shares, amounting to a transaction value of 391 million [1] - Other notable performers included Eastern Airlines Logistics (601156) with a 2.55% increase, and Wuchan Zhongda (600704) with a 2.35% increase [1] Fund Flow Analysis - The logistics sector experienced a net outflow of 20.51 million from institutional investors, while retail investors saw a net inflow of 116 million [2] - Major stocks like Changjiang Investment and Wuchan Zhongda had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3] Individual Stock Insights - Changjiang Investment had a net inflow of 83.66 million from institutional investors, but a net outflow of 39.65 million from speculative funds [3] - Wuchan Zhongda also saw a net inflow of 70.94 million from institutional investors, with a net outflow of 25.73 million from speculative funds [3]

| 指标 | 长江投资 | 物流行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 35.18亿元 | 173.86亿元 | 40 54 | | 净资产 | 2.41亿元 | 136.58亿元 | 52 54 | | 净利润 | -960.47万元 | 4.99亿元 | 49 54 | | 市盈率(动) | -183.12 | 8.41 | - 54 | | 市净率 | 28.29 | 2.77 | 54 54 | | 毛利率 | 20.55% | 14.57% | 13 54 | | 净利率 | -5.9% | 5.75% | 51 54 | | ROE | -7.51% | 2.88% | 54 54 | | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净占比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-23 | 9.63 | 7.12% | 8366.14万 | 21.42% | -3965.25万 | -1 ...