Core Viewpoint - The strategic cooperation agreement signed between CATL, Antong Holdings, and Shenzhen Porteng aims to establish a new paradigm of zero-carbon multimodal logistics driven by a "green supply chain collaboration" [1] Group 1: Companies Involved - CATL (Contemporary Amperex Technology Co., Limited) is focusing on leveraging its battery technology to enhance logistics solutions [1] - Antong Holdings is expected to contribute its logistics network expertise to the partnership [1] - Shenzhen Porteng will integrate its technological capabilities to support the initiative [1] Group 2: Objectives of the Cooperation - The collaboration aims to promote the transformation of the logistics transportation industry towards cleaner and lower carbon emissions [1] - The integration of core advantages from each party is intended to drive innovation in logistics solutions [1]

Core Insights - The stock prices of port and shipping companies in A-shares have surged due to increased international shipping rates and a significant rise in container shipping index futures [1] - The rise in shipping market prices is attributed to route restructuring, tight capacity, and supply-demand imbalances [1] - Geopolitical factors and climate change have led to longer shipping routes around the Cape of Good Hope, resulting in increased travel time and fuel costs [1] - The global oil production increase has boosted transportation demand, with OPEC+ implementing multiple production hikes this year, leading to a notable rise in maritime oil exports [1] Company Performance - In 2023, 14 shipping companies in China reported net profit growth in the first three quarters, with some exceeding their total net profit from the previous year [1] - An Tong Holdings (600179), Jin Jiang Shipping (601083), and Liao Port Co. (601880) showed significant profit growth, with increases of 311.77%, 64.76%, and 37.51% respectively [1]

Core Insights - The A-share port and shipping companies have experienced a strong surge in stock prices due to increased international shipping rates and a significant rise in container shipping index futures [1][2] - The shipping industry in China has received continuous policy support, with 14 companies reporting net profit growth in the first three quarters of the year, with some exceeding their total net profit from the previous year [1][4] Group 1: Stock Performance - On December 1, A-share port and shipping stocks collectively surged, with the industry index closing up 2.84% and over 1.6 billion yuan of net inflow from major funds into the sector [2] - Individual stocks such as China Merchants Energy (招商轮船) rose by 9.65%, reaching a historical high, while COSCO Shipping Energy (中远海能) and COSCO Shipping Specialized (中远海特) increased by 6.71% and 5.19% respectively [2] Group 2: Market Dynamics - Major shipping companies, including Mediterranean Shipping Company and CMA CGM, announced rate increases for multiple international routes starting December 1 [2] - The container shipping index for European routes saw a continuous rise, with the main contract increasing by 6.74% on November 28 and further gains on December 1 [2] - The Baltic Dry Index (BDI) rose by 3.23% on November 28, marking 12 consecutive trading days of increases [2] Group 3: Industry Outlook - The shipping industry is benefiting from favorable policies, including initiatives for high-quality development of inland shipping and the promotion of green shipping corridors [3] - Local governments, such as Shanghai, are implementing plans to develop modern shipping service systems and enhance international hub port capabilities [3] - Analysts predict that the shipping industry's investment logic will continue to focus on supply-demand gaps, with low supply growth and potential demand increases [3] Group 4: Company Performance - Among the 35 listed companies in the port and shipping sector, 14 reported year-on-year net profit growth in the first three quarters, with notable increases from Antong Holdings (安通控股) at 311.77%, Jinjiang Shipping (锦江航运) at 64.76%, and Liaoning Port (辽港股份) at 37.51% [4] - Antong Holdings achieved a net profit of 664 million yuan in the first three quarters, surpassing its total net profit for 2024, primarily through domestic container logistics [4] - Jinjiang Shipping reported a net profit of 1.185 billion yuan, also exceeding its total net profit for 2024, with steady growth in container shipping volumes in the Asian region [4][5]

Core Insights - The shipping and port sector experienced a rise of 0.51% on November 28, with Phoenix Shipping leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Phoenix Shipping (000520) closed at 4.94, with an increase of 8.33% and a trading volume of 784,900 shares, amounting to a transaction value of 381 million yuan [1] - Haitong Development (603162) saw a closing price of 12.19, up 6.93%, with a trading volume of 646,000 shares [1] - Xiamen Port Authority (000905) closed at 10.81, up 6.08%, with a trading volume of 404,300 shares [1] - Other notable performers include Xingtong Co. (603209) with a 4.00% increase and Haixia Co. (002320) with a 3.09% increase [1] Capital Flow - The shipping and port sector saw a net inflow of 318 million yuan from institutional investors, while retail investors experienced a net outflow of 297 million yuan [2] - The main capital inflow was concentrated in stocks like Haitong Development and Zhongyuan Marine Energy, with significant net inflows of 107 million yuan and 74 million yuan respectively [3] - Conversely, retail investors showed a net outflow in several stocks, including Phoenix Shipping and Haixia Co. [3]

Core Points - The company has completed the registration change for its new business address and revised articles of association [1] - The new business address is located at 156 Tonggang West Street, Fengze District, Quanzhou City, Fujian Province [1] - The company has obtained a new business license from the Quanzhou Market Supervision Administration [1] Company Information - Company Name: Antong Holdings Co., Ltd [1] - Unified Social Credit Code: 912302007028474177 [1] - Type: Joint-stock company (listed) [1] - Legal Representative: Lou Jianqiang [1] - Registered Capital: 4.23 billion yuan [1] - Establishment Date: October 30, 1998 [1] - Business Scope: Includes industrial investment, investment consulting services, cargo transportation, logistics, and import/export of goods and technologies [1]

公司已于近日完成了上述关于注册地址及《公司章程》修改的相关工商变更登 记，并取得了泉州市市场监督管理局换发的新《营业执照》，本次工商登记变更完 成后，公司的登记信息如下： 1.名称：安通控股股份有限公司 证券代码：600179 证券简称：安通控股 公告编号：2025-073 安通控股股份有限公司 关于完成工商变更登记的公告 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。 安通控股股份有限公司（以下简称"公司"）分别于 2025 年 10 月 29 日和 2025 年 11 月 14 日召开了第九届董事会 2025 年第三次临时会议和 2025 年第五次 临时股东会，审议通过了《关于公司注册地址变更暨修订<公司章程>的议案》，具 体内容详见公司分别于 2025 年 10 月 30 日、2025 年 11 月 15 日刊登在《中国证券 报》《上海证券报》及上海证券交易所网站(http://www.sse.com.cn/)的《第九届 董事会 2025 年第三次临时会议决议的公告》(公告编号：2025-067)和《2025 年第 五次 ...

Core Viewpoint - The announcement details the third unlocking phase of the 2022 employee stock ownership plan of Antong Holdings, which is set to expire on November 22, 2025, allowing for the release of 9,298,750 shares, representing 0.2197% of the company's total share capital [4]. Group 1: Implementation of the Employee Stock Ownership Plan - The 2022 employee stock ownership plan was approved by the board on April 28 and May 20, 2022, with shares sourced from the company's repurchased A-shares [1]. - As of November 21, 2022, the company transferred 37,195,000 shares to the employee stock ownership plan account, accounting for 0.8790% of the total share capital, at a price of 4.033 yuan per share [2]. Group 2: Unlocking Phases - The first and second unlocking phases of the employee stock ownership plan occurred on November 22, 2023, and November 22, 2024, respectively, releasing a total of 18,597,500 shares, which is 0.4395% of the current total share capital [3]. - The third unlocking phase will release 9,298,750 shares, which is 0.2197% of the total share capital, on November 22, 2025 [4]. Group 3: Future Arrangements - Currently, the employee stock ownership plan holds 37,195,000 shares, representing 0.8790% of the total share capital, with future sales to be determined by the management committee based on market conditions [5]. Group 4: Trading Restrictions - The employee stock ownership plan will adhere to market trading rules and will not trade shares during specific periods, including 15 days before annual and semi-annual report announcements and 5 days before quarterly report announcements [6]. Group 5: Duration and Termination of the Plan - The employee stock ownership plan has a duration of 60 months, starting from the last transfer of shares to the plan [7]. - The plan can be extended if two-thirds of the holders agree, and it will terminate automatically if not extended after the duration ends [7].

Core Points - The shipping and port sector experienced a decline of 2.14% on November 21, with HNA Technology leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Sector Performance - HNA Technology (600751) closed at 3.94, down 9.84% with a trading volume of 1.0427 million shares and a turnover of 427 million yuan [1] - Xiamen Port (000905) closed at 10.18, down 7.45% with a trading volume of 536,200 shares and a turnover of 559 million yuan [1] - Phoenix Shipping (000520) closed at 4.35, down 5.64% with a trading volume of 296,900 shares and a turnover of 132 million yuan [1] - Other notable declines include Antong Holdings (600179) down 5.54%, Chongqing Port (600279) down 5.29%, and Ningbo Shipping (600798) down 4.96% [1] Capital Flow - The shipping and port sector saw a net outflow of 751 million yuan from main funds, while retail funds had a net inflow of 483 million yuan [1] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [1] Individual Stock Capital Flow - North Bay Port (000582) had a main fund net inflow of 25.71 million yuan, while retail funds saw a net outflow of 23.22 million yuan [2] - COSCO Shipping Energy (600026) experienced a main fund net inflow of 18.80 million yuan, but retail funds had a net outflow of 25.41 million yuan [2] - Shanghai Port Group (600018) had a main fund net inflow of 5.09 million yuan, with retail funds also showing a net outflow of 5.47 million yuan [2]

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、准确性和完整性依法承担法律责任。 安通控股股份有限公司(以下简称"公司")分别于2022年4月28日和2022年5 月20日召开了第七届董事会第八次会议和2021年年度股东大会，审议通过了《关 于2022年员工持股计划（草案）及其摘要的议案》等议案，同意公司实施2022 年员工持股计划。具体内容详见公司分别于2022年4月30日、2022年5月21日刊登 在《上海证券报》《中国证券报》及上海证券交易所网站（http://www.sse.com.cn/） 的相关公告。 证券代码：600179 证券简称：安通控股 公告编号：2025-072 安通控股股份有限公司 关于 2022 年员工持股计划第三期解锁的提示性公告 鉴于公司2022年员工持股计划第三个解锁期于2025年11月22日届满，根据 《关于上市公司实施员工持股计划试点的指导意见》《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《2022年员工持股计划管理办法》相关 要求，现将公司2022年员工持股计划第三期解锁的相关情况公告如下： 一、公司 ...

Core Viewpoint - Antong Holdings experienced a stock price decline of 2.08% on November 21, with a current price of 4.24 CNY per share, despite a year-to-date increase of 49.82% [1] Financial Performance - For the period from January to September 2025, Antong Holdings reported a revenue of 6.537 billion CNY, representing a year-on-year growth of 22.65% [2] - The net profit attributable to shareholders for the same period was 664 million CNY, showing a significant increase of 311.77% year-on-year [2] Stock Market Activity - As of November 21, the trading volume was 33.72 million CNY, with a turnover rate of 0.21% and a total market capitalization of 17.942 billion CNY [1] - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on October 20 [1] Shareholder Information - As of September 30, the number of shareholders for Antong Holdings was 40,100, an increase of 1.03% from the previous period [2] - The average number of circulating shares per shareholder was 93,458, which decreased by 1.02% compared to the previous period [2] Dividend Information - Antong Holdings has cumulatively distributed 116 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]