安通控股股份有限公司2025 年半年度报告 安通控股股份有限公司 2025 年半年度报告 1 / 173 公司代码：600179 公司简称：安通控股 安通控股股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人楼建强、主管会计工作负责人艾晓锋及会计机构负责人（会计主管人员）余河 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司本报告期内无半年度利润分配预案或公积金转增股本预案。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整 ...

Core Viewpoint - The article reports on administrative penalties imposed on Longyu Energy's coal mine in Henan, highlighting safety compliance issues and recent enforcement actions by regulatory authorities [1][2]. Group 1: Administrative Penalties - Longyu Energy's coal mine, located in Yongcheng, received an administrative penalty notice for safety violations, categorized as a warning and fine [2][3]. - The penalty decision was documented under the code YuMeiAnJianQiFa [2025] 411, issued on August 7, 2025, to the coal mine and its chief engineer, who received a similar penalty under code YuMeiAnJianQiFa [2025] 412 [3]. Group 2: Company Background - Longyu Energy Co., Ltd. was established in 2003 with a registered capital of 980.44 million RMB, and its legal representative is Zeng Zhaochen [11]. - The major shareholder of Longyu Energy is Yongmei Group Co., Ltd., indicating a significant corporate structure within the coal mining industry [11]. Group 3: Recent Developments - On August 6, 2025, the deputy general manager of Yongmei Group conducted a safety production inspection at the coal mine, emphasizing the importance of safety over production speed [6]. - Following the inspection, the mine was subjected to enforcement actions the next day, indicating a potential disconnect between management directives and operational compliance [6]. Group 4: Legal Issues - The coal mine has recently been involved in three new enforcement cases, with amounts executed by the Zhengzhou Intermediate People's Court totaling 8.36 million RMB, 73,356 RMB, and 27.99 million RMB, respectively [9].

每经记者｜闫峰峰 每经编辑｜吴永久 值得注意的是，A股6月份重要股东的净增持金额曾创出近3年新高，而在随后的7月份，上证指数也呈 现出放量上涨的态势，7月份上证指数收盘价创出了近三年月度收盘价的新高。 每经资本眼专栏记者统计发现，截至目前，共有199家上市公司的重要股东正在进行增持计划，有1033 家上市公司正在实施减持计划。从重要股东实施增持计划的公司行业分布来看，这些公司共涉及29个同 花顺一级行业，其中机械设备行业有18家、基础化工行业有16家、医药生物行业14家、电子行业12家、 公用事业行业12家。正在进行重要股东增持计划的公司数量居前的行业如下表所示： | 3 4 5 | 行业 | 机械设备 基础化工 医药生物 电子 公用事业 | 公司个数 18 16 14 12 12 | | --- | --- | --- | --- | | 序号 1 2 | | | | | SELL . LED | | | | | | | 交通运输 石油石化 建筑装饰 汽车 轻工制造 有色金属 | | | | | | 11 10 10 19 9 9 9 -- 1-+ 1/2 - 1 . HH L.J -- | | 6 7 8 ...

证券之星消息，8月4日航运港口板块较上一交易日上涨0.08%，海航科技领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 3.99 | 3.91% | 131.06万 | | 5.15亿 | | 603167 | 渤海轮渡 | 10.45 | 3.36% | 7.88万 | | 8170.31万 | | 000905 | 厦门港务 | 8.38 | 1.09% | - 14.01万 | | 1.17亿 | | 601083 | 锦江航运 | 12.08 | 1.00% | 7.28万 | | 8740.95万 | | 600179 | 安通控股 | 3.19 | 0.95% | 49.32万 | | 1.57亿 | | 603565 | 中谷物流 | 9.94 | 0.81% | 14.02万 | | 1.39亿 | ...

Summary of Key Points Core Viewpoint - In the recent trading period from July 28 to August 1, significant shareholder activities were observed, with 20 companies experiencing share increases totaling 117 million shares and an aggregate investment of 687 million yuan, while 115 companies saw a total reduction of 7.979 billion yuan in shares [1][2]. Shareholder Activity - A total of 20 companies had significant shareholder increases, with the highest increase from Nanwang Energy, which saw an increase of 13.859 million shares and an investment of 134 million yuan [1]. - Other notable increases included Zhongfu Industry with 24.6 million shares and 113 million yuan, and Antong Holdings with 11.3 million yuan [1]. - Three companies had shareholders increase their stakes more than twice: Boya Precision (4 times), Xinneng Technology (2 times), and Babi Food (2 times) [1]. Market Performance - The average stock price of companies with shareholder increases fell by 2.30% over the same period, underperforming the Shanghai Composite Index [2]. - The top gainers included Boya Precision (2.59%), Babi Food (1.96%), and Antong Holdings (0.32%), while the largest declines were seen in Taiyuan Heavy Industry (-10.27%) and New Steel Co. (-7.64%) [2]. Fund Flow - Among the stocks with shareholder increases, five experienced net inflows, with Funi Co. leading at 89 million yuan [2]. - Conversely, the largest net outflows were from Lianchuang Optoelectronics and Huaxin Cement, with outflows of 311 million yuan and 147 million yuan, respectively [2]. Performance Statistics - One company among those with significant shareholder increases reported a decline in net profit year-on-year, while two companies showed substantial profit growth: Nanwang Energy (28.06%) and Funi Co. (12.48%) [2]. - Five companies released performance forecasts, with four expecting profit increases and one expecting profit [2]. - Antong Holdings is projected to have the highest net profit growth, with an expected median of 515 million yuan, representing a year-on-year increase of 234.42% [2].

Group 1 - The core stock price of Antong Holdings (600179) closed at 3.16 yuan on August 1, 2025, with an increase of 2.6% and a turnover rate of 1.45% [1] - The trading volume was 542,500 shares, with a total transaction amount of 170 million yuan [1] Group 2 - On August 1, 2025, the net inflow of main funds into Antong Holdings was 11.764 million yuan, accounting for 6.92% of the total transaction amount [2][4] - Retail investors had a net outflow of 5.1308 million yuan, representing 3.02% of the total transaction amount [2] Group 3 - China National Foreign Trade Transportation Group Co., Ltd. announced a plan to increase its stake in Antong Holdings, intending to invest no less than 300 million yuan and no more than 600 million yuan over the next 12 months [2][4] - The planned purchase price will not exceed 3.20 yuan per share, and the funding will come from self-owned funds [2] - Currently, China National Foreign Trade holds 166,209 shares, which is 0.0039% of the total share capital, while its concerted actions hold a total of 634,729,099 shares, accounting for 15.00% of the total share capital [2]

Core Points - Antong Holdings (600179) closed at 3.16 yuan on August 1, 2025, up 0.32% from the previous week, with a market cap of 13.372 billion yuan [1] - The stock reached a high of 3.19 yuan and a low of 3.06 yuan during the week [1] Shareholder Changes - China Ocean Shipping Company increased its stake in Antong Holdings by 36.1456 million shares, representing 0.8542% of the total share capital, during the period from July 23 to July 29, 2025 [2] - The stock price rose by 0.32% during this period, closing at 3.13 yuan on July 29 [2] - After the increase, China Ocean Shipping Company and its concerted parties hold a total of 634,729,099 shares, accounting for 15.00% of the company [2][3] Company Announcements - China Ocean Shipping Company plans to further increase its stake in Antong Holdings by no less than 300 million yuan and no more than 600 million yuan within the next 12 months, with a maximum purchase price of 3.20 yuan per share [3][4] - The purpose of this increase is based on confidence in the company's future development prospects and recognition of its long-term investment value [3]

Core Viewpoint - China National Foreign Trade Transportation Group Co., Ltd. plans to increase its stake in Antong Holdings Co., Ltd. with a total investment between RMB 300 million and RMB 600 million, reflecting confidence in the company's future development and long-term investment value [2][4]. Group 1: Increase Plan Details - The increase plan will commence on July 31, 2025, and will be executed within 12 months through methods permitted by the Shanghai Stock Exchange, including but not limited to agreement transfers, block trades, and centralized bidding [2]. - The maximum purchase price for the shares is set at RMB 3.20 per share [2]. Group 2: Risks Associated with the Increase Plan - There are potential risks that the increase plan may not be implemented as expected due to changes in the capital market [2][4]. - The company will fulfill its information disclosure obligations if any risks arise during the implementation of the increase plan [4][6]. Group 3: Compliance and Monitoring - The increase plan complies with relevant laws and regulations, including the Securities Law of the People's Republic of China [5]. - The company will continuously monitor the implementation of the increase plan and will disclose relevant information in a timely manner [6].

Core Viewpoint - China Foreign Transport Co., Ltd. plans to increase its stake in Antong Holdings Co., Ltd. based on confidence in the company's future development and long-term investment value, with a planned investment amount between RMB 300 million and RMB 600 million [2][4]. Group 1: Shareholding Increase Plan - The increase in shareholding is set to begin on July 31, 2025, and will occur over a 12-month period through various methods allowed by the Shanghai Stock Exchange, including but not limited to agreement transfers, block trades, and centralized bidding [2][4]. - The maximum purchase price for the shares is set at RMB 3.20 per share [2][4]. Group 2: Risk Factors - There are potential risks associated with the implementation of the shareholding increase plan, which may not meet expectations due to changes in the capital market [2][4]. Group 3: Additional Information - The increase plan complies with relevant laws and regulations, and the company will continue to monitor the situation and fulfill its information disclosure obligations [6]. - The company has received a notification from China Foreign Transport regarding the planned increase in shareholding [2][4].

Core Viewpoint - China Foreign Transport Co., Ltd. plans to increase its stake in Antong Holdings Co., Ltd. based on confidence in the company's future development and long-term investment value, with a proposed investment amount between RMB 300 million and RMB 600 million [1][2][3] Group 1: Shareholding Increase Plan - The increase plan will commence on July 31, 2025, and will be executed within 12 months [1][3] - The proposed share purchase price will not exceed RMB 3.20 per share [1][3] - The funding for the share purchase will come from the company's own funds [3] Group 2: Stakeholder Information - China Foreign Transport is a direct shareholder holding more than 5% of the company's shares and is considered a concerted actor with other stakeholders [2][3] - The total number of shares held by the concerted action entities, including Xiamen China Foreign Transport Yufeng Frozen Engineering Co., Ltd., is 634,729,099 shares, representing 15.00% of the total share capital [3] Group 3: Compliance and Disclosure - The increase plan complies with the relevant laws and regulations of the People's Republic of China [4] - The company will continuously monitor the implementation of the increase plan and fulfill its information disclosure obligations in a timely manner [4]