Market Overview - The railway and highway sector experienced a decline of 0.35% on the trading day, with Shentong Metro leading the losses [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the railway and highway sector included: - Jilin Expressway (601518) with a closing price of 3.00, up 5.63% on a trading volume of 803,800 shares and a turnover of 240 million yuan [1] - Chongqing Road and Bridge (600106) closed at 6.84, up 4.91% with a trading volume of 558,900 shares and a turnover of 375 million yuan [1] - Conversely, Shentong Metro (600834) led the declines, closing at 8.90, down 3.68% with a trading volume of 119,800 shares and a turnover of 108 million yuan [2] Capital Flow - The railway and highway sector saw a net outflow of 210 million yuan from institutional investors, while retail investors contributed a net inflow of 324 million yuan [2] - Specific stock capital flows included: - Chongqing Road and Bridge (600106) had a net inflow of 28.18 million yuan from institutional investors, while retail investors had a net outflow of 25.08 million yuan [3] - Jilin Expressway (601518) showed a significant retail net inflow, indicating strong interest from individual investors [3]

Financial Performance - The company's operating revenue for the third quarter was CNY 3,068,796,198.60, representing a year-on-year increase of 0.89%[4] - The total profit for the quarter reached CNY 234,933,537.78, an increase of 46.82% compared to the same period last year[4] - The net profit attributable to shareholders was CNY 169,004,464.02, reflecting a year-on-year growth of 51.89%[4] - The basic earnings per share for the quarter was CNY 0.130, up 52.94% year-on-year[4] - Net profit for the first three quarters of 2025 reached CNY 545,442,423.99, an increase of 38.1% from CNY 395,224,582.73 in 2024[19] - Earnings per share for the first three quarters of 2025 was CNY 0.419, compared to CNY 0.303 in the same period of 2024[20] Cash Flow - The net cash flow from operating activities for the year-to-date period was CNY 644,376,260.56, up by 47.25%[4] - The net cash flow from operating activities was $644,376,260.56, an increase of 47.3% compared to $437,599,819.11 in the previous period[23] - Total cash inflow from operating activities amounted to $9,251,270,839.00, while cash outflow was $8,606,894,578.44, resulting in a net increase of $644,376,260.56[23] - Cash flow from investment activities showed a net outflow of $115,191,657.37, compared to a net outflow of $107,040,503.22 in the previous period[23] - Cash flow from financing activities resulted in a net outflow of $915,710,393.81, significantly higher than the previous period's outflow of $169,277,092.16[24] Assets and Liabilities - Total assets at the end of the reporting period were CNY 9,902,648,824.24, a decrease of 4.95% from the end of the previous year[5] - The company's current assets totaled ¥4,519,801,710.19, down from ¥5,075,036,794.01, indicating a decrease of about 10.9%[14] - Total liabilities amounted to ¥1,813,532,219.30, a decrease from ¥2,715,545,163.41, indicating a reduction of about 33.2%[15] - Total liabilities as of the end of the reporting period were CNY 2,164,949,580.45, down from CNY 3,121,137,135.45 in the previous year[16] - The equity attributable to shareholders increased by 6.09% to CNY 7,713,581,058.83 compared to the end of the previous year[5] - Total equity attributable to shareholders of the parent company increased to CNY 7,713,581,058.83 from CNY 7,270,483,663.69[16] Investment and Expenses - The investment income for the quarter increased by 31.36% compared to the same period last year[9] - Financial expenses for the first three quarters of 2025 were CNY 5,239,311.55, significantly higher than CNY 1,753,694.50 in 2024[19] - Investment losses for the first three quarters of 2025 were CNY 16,077,228.88, compared to a loss of CNY 8,626,108.79 in the same period of 2024[19] Operational Metrics - The weighted average return on net assets increased by 0.720 percentage points to 2.293% for the quarter[4] - The company reported a significant increase in prepayments by 63.62% at the end of the reporting period[8] - Cash received from sales of goods and services in the first three quarters of 2025 was CNY 8,877,635,045.98, a decrease of 11.2% from CNY 9,996,362,648.20 in 2024[22] Changes in Financial Position - The company's accounts payable decreased significantly to ¥502,316,850.59 from ¥919,827,308.29, reflecting a decline of approximately 45.5%[15] - The company reported a total of ¥481,205,381.71 in contract liabilities, an increase from ¥387,615,624.14, representing a growth of about 24.1%[15] - Long-term equity investments were valued at ¥151,630,675.89, down from ¥181,767,251.15, indicating a decrease of approximately 16.6%[14] Other Information - The company has not reported any significant new strategies or product developments during the conference call[13] - The total cash and cash equivalents at the end of the period were $1,542,555,205.72, down from $1,785,759,680.68 at the end of the previous period[24] - The company received tax refunds amounting to $42,371.15, an increase from $23,121.60 in the previous period[23] - The company paid $378,021,585.13 to employees, which is an increase from $354,874,471.75 in the previous period[23] - The cash paid for purchasing goods and services was $7,656,304,965.79, down from $9,418,786,215.22 in the previous period[23] - The cash inflow from investment activities totaled $36,347,904.11, slightly up from $35,969,037.00 in the previous period[23] - The impact of exchange rate changes on cash and cash equivalents was a positive $499,747.91, compared to a negative impact of $107,154.97 in the previous period[24]

中铁铁龙集装箱物流股份有限公司 董事会战略发展与ESG委员会工作细则 （2025年十届董事会十四次会议审议通过） 第一章 总 则 第一条 为确保中铁铁龙集装箱物流股份有限公司（以下简称"公司"） 战略发展规划的合理性与投资决策的科学性，根据《中华人民共和国公司法》 和《中铁铁龙集装箱物流股份有限公司章程》（以下简称"《公司章程》"）以 及其他相关规定，董事会设立战略发展与ESG委员会（以下简称"委员会"）， 并制定本工作细则（以下简称"本细则"）。 第二条 委员会是公司董事会下设的专门工作机构，为董事会有关决策提 供咨询或建议，向董事会负责并报告工作。 第三条 本细则适用于委员会及本细则中涉及的有关人员和部门。 第二章 委员会组成 第四条 委员会由全体董事会成员组成。 第五条 委员会设主席（召集人）一名，由公司董事长担任。 第六条 委员会任期与同届董事会任期一致，委员任期与董事任期一致。。 委员会委员在任职期间不再担任公司董事职务时， 自其不再担任董事之时自动 辞去战略发展与ESG委员会职务。 第三章 委员会职责 第七条 委员会的主要职责： （一）对公司中长期战略发展规划进行审议，促进公司文化理念与公司发 展 ...

第一章 总则 第一条 为进一步规范中铁铁龙集装箱物流股份有限公司（以下简称"公司"） 与中国国家铁路集团有限公司控制的中国铁路财务有限责任公司（以下简称"财务 公司"）的关联交易，有效防范、控制和化解公司及控股的子公司在财务公司的存 放资金风险，切实保障资金的安全性、流动性和盈利性，特制定本预案。 第二章 风险处置组织机构及职责 中铁铁龙集装箱物流股份有限公司在 中国铁路财务有限责任公司存放资金 风险处置预案 （2025年十届董事会十四次会议审议通过） 第五条 对存放资金风险的处置应遵循以下原则： （一）统一领导，协调合作。存放资金风险的处置工作由领导小组统一领导； 领导小组对董事会负责，全面负责存放资金风险的防范和处置工作；相关部门按 照职责分工，积极筹划、落实各项防范化解风险的措施，相互协调，共同控制和 化解风险。 （二）加强监测，有效防范。公司应加强对风险的监测，督促财务公司及时 提供相关信息，关注其经营情况，做到信息监控到位，风险防范有效。 - 1 - 第二条 公司成立存放资金风险处置领导小组（以下简称"领导小组"），公司 董事长担任组长，为风险处置第一责任人，公司总经理、财务总监担任副组长， 成员包 ...

一、说明会类型 本次业绩说明会以网络互动的方式召开，公司将针对2025年第三季度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间及方式 （一）会议召开时间：2025 年 11 月 6 日（星期四）9:00-10:00 证券代码：600125 证券简称：铁龙物流 公告编号：2025-022 中铁铁龙集装箱物流股份有限公司 关于召开2025年第三季度业绩说明会的公告 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。 投资者可于 2025 年 10 月 30 日（星期四）至 11 月 5 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@chinacrt.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 中铁铁龙集装箱物流股份有限公司（以下简称"公司"）拟于2025年10月31 日发布公司《2025年第三季度报告》，为便于广大投资者更全面深入地了解公司 2025年第三季度经营成果、财 ...

Core Viewpoint - The stock of Iron Dragon Logistics has shown a positive trend with a year-to-date increase of 9.08%, reflecting strong market interest and performance in the logistics sector [1][2]. Financial Performance - For the first half of 2025, Iron Dragon Logistics reported a revenue of 5.513 billion yuan, a year-on-year decrease of 22.14%, while the net profit attributable to shareholders was 379 million yuan, an increase of 33.34% [2]. - Cumulatively, the company has distributed 1.739 billion yuan in dividends since its A-share listing, with 366 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 66,100, a rise of 2.23%, while the average number of circulating shares per person decreased by 2.18% to 19,759 shares [2]. - The stock price reached 6.37 yuan per share with a market capitalization of 8.316 billion yuan, and significant trading activity was noted with a net inflow of 6.9004 million yuan from main funds [1]. Business Segments - The main business revenue composition includes supply chain management (60.96%), railway special container business (24.68%), railway freight and port logistics (12.62%), real estate (1.20%), and other businesses (0.55%) [1]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 55.0742 million shares, an increase of 1.7709 million shares from the previous period [3].

Group 1 - The new regulation is currently in the public consultation phase and has not yet been officially implemented [1] - The regulation proposes a licensing management system for key liquid food products, including edible vegetable oils, seasonings, alcoholic beverages, sugar, and starch sugars [1] - The company, 铁龙物流, is expected to meet the new transportation requirements due to its specialized container capabilities [1]

Core Viewpoint - The company, Tielong Logistics, clarifies that its special container logistics business does not possess monopolistic characteristics, despite being the only publicly listed railway container platform in the country [2]. Group 1: Business Overview - The main business of the company is special container logistics, which includes various types of containers such as dry bulk containers, refrigerated containers, liquid tank containers, cement containers, asphalt containers, and coil steel containers [2]. - The total container inventory of the company is approximately 150,000 units [2]. Group 2: Transportation Categories - The primary goods transported by the company include steel, coal, ores, soybeans, corn, liquid chemicals, wine, edible oil, fresh food, cement, and asphalt [2].

Market Overview - On September 29, the railway and highway sector rose by 0.41% compared to the previous trading day, with Fulin Transportation leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Notable gainers in the railway and highway sector included: - Fulin Transportation (002357) with a closing price of 10.00, up 2.35% on a trading volume of 83,100 shares and a turnover of 82.01 million yuan [1] - Anhui Expressway (600012) closed at 13.57, up 1.95% with a trading volume of 151,300 shares and a turnover of 204 million yuan [1] - Dongguan Holdings (000828) closed at 11.33, up 1.80% with a trading volume of 84,900 shares and a turnover of 95.34 million yuan [1] Fund Flow Analysis - The railway and highway sector experienced a net outflow of 274 million yuan from institutional investors, while retail investors saw a net inflow of 178 million yuan [2] - The sector's overall fund flow indicated that retail investors were more active compared to institutional investors on that day [2] Individual Stock Fund Flow - Key stocks with significant fund flow included: - Haikou Group (603069) with a net inflow of 20.84 million yuan from institutional investors, but a net outflow of 19.49 million yuan from retail investors [3] - Sichuan Chengyu (601107) had a net inflow of 7.74 million yuan from institutional investors, while retail investors saw a net outflow of 612.25 million yuan [3] - Hainan Expressway (000886) recorded a net inflow of 11.83 million yuan from institutional investors, but retail investors had a net outflow of 660.90 million yuan [3]

Group 1 - The railway and highway sector increased by 1.1% on September 24, with Tielong Logistics leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] - Tielong Logistics had a closing price of 6.35, with a rise of 3.42%, and a trading volume of 409,900 shares, amounting to a transaction value of 257 million yuan [1] Group 2 - The railway and highway sector experienced a net outflow of 14.82 million yuan from institutional investors, while retail investors saw a net inflow of 59.01 million yuan [2] - The top individual stock performers included Tielong Logistics and Haikong Group, with Tielong Logistics seeing a net inflow of 31.22 million yuan from institutional investors [3] - The overall trading activity showed a mixed trend, with some stocks like Sifengsi and Sanchuan Tourism experiencing declines [2][3]