Core Viewpoint - Antong Holdings has terminated its plan to issue shares for asset acquisition and related party transactions, and has conducted a self-examination regarding insider trading by related personnel during the transaction period [1][11]. Group 1: Termination of Transaction - The company’s board of directors approved the termination of the share issuance for asset acquisition and authorized management to handle related matters [1]. - The self-examination period for insider information related to the transaction was from June 13, 2024, to May 28, 2025 [1]. Group 2: Insider Information and Trading - The scope of the self-examination included company directors, supervisors, senior management, major shareholders, transaction counterparties, and related intermediaries [1]. - Three corporate entities were identified as having traded the company's stock during the self-examination period [2]. Group 3: Trading Activities - Specific trading activities included: - CICC's proprietary account bought 42,440,200 shares and sold 41,827,200 shares [3]. - CICC's asset management account and margin trading account also engaged in trading, with detailed transactions recorded [5][6]. - Natural persons involved in trading included nine individuals, with various buy and sell transactions documented [8][9]. Group 4: Compliance and Commitments - CICC and other intermediaries provided statements affirming compliance with laws and regulations, asserting that their trading activities were independent and not related to insider information [6][7]. - Individuals involved in trading provided declarations confirming that their actions were based on publicly available information and not influenced by insider knowledge [9][10]. Group 5: Conclusion of Self-Examination - The self-examination concluded that the trading activities by the identified entities and individuals did not constitute insider trading based on the information available [11].

Company Overview - Antong Holdings Co., Ltd. is listed on the Shanghai Stock Exchange with the stock code 600179 [1] - The company is primarily involved in container transportation and logistics services [4][5] Shareholding Changes - The information disclosing party, China Foreign Container Transport Co., Ltd., has increased its shareholding in Antong Holdings by 333,742,322 shares, representing a 7.89% increase [3] - After this transaction, the total shares held by the information disclosing party and its concerted actors amount to 583,852,868 shares, which is 13.80% of the total shares [3] Related Parties - The concerted actors include several companies such as China Merchants Port Group Co., Ltd., Zhanjiang Zhongli Foreign Cargo Surveying Co., Ltd., Shantou Zhonglian Cargo Surveying Co., Ltd., Guangdong China Foreign Transport Shipping Co., Ltd., Xiamen China Foreign Transport Yufeng Cold Chain Engineering Co., Ltd., and Yingkou Port Group Co., Ltd. [1][4][5] - All these entities are under the control of the same parent company, China Merchants Group [6][7] Regulatory Compliance - The share transfer agreement with China National Chemical Corporation is pending approval from the State-owned Assets Supervision and Administration Commission [2] - The compliance confirmation from the Shanghai Stock Exchange and the registration procedures with the China Securities Depository and Clearing Corporation are also required for the share transfer [2] Financial and Operational Details - China Foreign Container Transport Co., Ltd. has a registered capital of 40 million RMB and was established on April 24, 1998 [4] - The company operates in various sectors including international container shipping, customs supervision, and logistics services [4][5]

Group 1 - Cathay Pacific Haikou expects a net profit increase of 205%-218% for the first half of 2025, with a projected profit of 15.283 billion to 15.957 billion yuan [1] - The main reason for the profit increase is the merger with Haitong Securities, which has led to significant growth in wealth management and trading revenues [1] - Shenyuan Hongyuan anticipates a net profit increase of 92.66%-111.46% for the first half of 2025, with a projected profit of 4.1 billion to 4.5 billion yuan [6][7] Group 2 - Southern Airlines expects a net loss of 1.338 billion to 1.756 billion yuan for the first half of 2025, primarily due to changes in passenger structure and international uncertainties [2] - China Eastern Airlines projects a net loss of 1.2 billion to 1.6 billion yuan for the first half of 2025, influenced by intense domestic market competition [3] - Air China anticipates a net loss of 1.7 billion to 2.2 billion yuan for the first half of 2025, affected by market supply imbalances and international uncertainties [4] Group 3 - HNA Group expects to turn a profit in the first half of 2025, with a projected net profit of 45 million to 65 million yuan, attributed to improved market conditions and operational adjustments [5] - CICC forecasts a net profit increase of 55%-78% for the first half of 2025, with a projected profit of 3.453 billion to 3.966 billion yuan [8] - CITIC Securities anticipates a net profit increase of 55%-60% for the first half of 2025, with a projected profit of 4.43 billion to 4.573 billion yuan [9] Group 4 - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan for the first half of 2025, representing an increase of 84.3%-120.5% [10] - Poly Developments anticipates a net profit decrease of 63.15% for the first half of 2025, with a projected profit of 2.735 billion yuan [11] - Luoyang Molybdenum expects a net profit increase of 51%-68% for the first half of 2025, with a projected profit of 8.2 billion to 9.1 billion yuan [13] Group 5 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, but with a significant reduction in losses compared to the previous year [14] - Tongwei Co. anticipates a net loss of 4.9 billion to 5.2 billion yuan for the first half of 2025, influenced by ongoing industry challenges [15] - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan for the first half of 2025, an improvement from the previous year's loss [16] Group 6 - Jianghuai Automobile expects a net loss of approximately 680 million yuan for the first half of 2025, primarily due to increased competition in the international market [21] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, attributed to ongoing transformation challenges [22] - ST Huatuo expects a net profit increase of 107.2%-159% for the first half of 2025, with a projected profit of 2.4 billion to 3 billion yuan [23] Group 7 - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, marking a turnaround from losses [25] - Linyi Intelligent Manufacturing expects a net profit increase of 32%-67% for the first half of 2025, with a projected profit of 900 million to 1.14 billion yuan [27] - Pengding Holdings expects a net profit increase of 52.79%-60.62% for the first half of 2025, with a projected profit of 1.198 billion to 1.26 billion yuan [29] Group 8 - Hengtong Electronics expects a net profit increase of 740.95% for the first half of 2025, with a projected profit of approximately 251 million yuan [30] - Shengyi Technology anticipates a net profit increase of 50%-56% for the first half of 2025, with a projected profit of 1.4 billion to 1.45 billion yuan [31] - Founder Securities expects a net profit increase of 70%-80% for the first half of 2025, with a projected profit of 2.299 billion to 2.43 billion yuan [33]

安通控股股份有限公司 详式权益变动报告书 上市公司名称：安通控股股份有限公司 股票上市地点：上海证券交易所 股票简称：安通控股 股票代码：600179 信息披露义务人：中外运集装箱运输有限公司 注册地址：中国（上海）自由贸易试验区张杨路 800 号 605 室 通讯地址：上海市黄浦区延安东路 550 号海洋大厦 26 楼 一致行动人：招商局港口集团股份有限公司 注册地址：深圳市南山区招商街道工业三路一号招商局港口大厦 23-25 楼 通讯地址：深圳市南山区招商街道工业三路一号招商局港口大厦 23-25 楼 一致行动人：湛江中理外轮理货有限公司 注册地址：湛江市霞山区宝港大道 8 号湛江港大厦办公楼第三层 通讯地址：湛江市霞山区宝港大道 8 号湛江港大厦办公楼第三层 一致行动人：汕头中联理货有限公司 注册地址：汕头市濠江区广达大道消防站 4 楼 401、402、404 房 通讯地址：汕头市濠江区广达大道消防站 4 楼 401、402、404 房 一致行动人：广东中外运船务有限公司 注册地址：广州市黄埔区海员路 97 号 1001 房 通讯地址：广州市黄埔区海员路 97 号 1001 房 一致行动人：厦门中外运裕 ...

关于终止发行股份购买资产暨关联交易事项相关人员买卖 股票情况自查报告的公告 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。 证券代码：600179 证券简称：安通控股 公告编号：2025-040 安通控股股份有限公司 安通控股股份有限公司（以下简称"公司"、"上市公司"或"安通控股"） 于 2025 年 5 月 27 日召开第八届董事会 2025 年第三次临时会议、第八届监事会 2025 年第三次临时会议，审议通过了《关于终止发行股份购买资产暨关联交易 事项的议案》，同意公司终止本次发行股份购买资产暨关联交易事项并授权公司 管理层办理本次终止相关事宜。具体情况详见公司披露的《安通控股股份有限公 司关于终止发行股份购买资产暨关联交易事项的公告》（公告编号：2025-030）。 根据《上市公司重大资产重组管理办法》《监管规则适用指引——上市类第 1 号》《上海证券交易所上市公司自律监管指引第 6 号——重大资产重组》等法 律法规及规范性文件的规定，公司对本次交易相关内幕信息知情人买卖公司股票 的情况进行了核查。具体情况如下： 一、 ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates significant performance growth for the first half of 2025, with substantial increases in both net profit attributable to shareholders and non-recurring net profit 2025 H1 Performance Forecast | Indicator | Estimated Amount (RMB million) | Year-over-Year Growth | Prior Period (RMB million) | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Owners of the Parent Company** | 490 - 540 | 218.18% - 250.65% | 154 | | **Net Profit Attributable to Owners of the Parent Company (Excluding Non-recurring Items)** | 454 - 504 | 609.38% - 687.50% | 64 | - The forecast period for this performance announcement is from January 1, 2025, to June 30, 2025[4](index=4&type=chunk) - The performance forecast data for this period is unaudited by a certified public accountant[7](index=7&type=chunk) [Prior Period Performance Review](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) The company's performance for the first half of 2024 included a net profit attributable to shareholders of RMB 154 million and non-recurring net profit of RMB 64 million 2024 H1 Performance Review | Indicator | Amount (RMB million) | | :--- | :--- | | **Net Profit Attributable to Owners of the Parent Company** | 154 | | **Net Profit Attributable to Owners of the Parent Company (Excluding Non-recurring Items)** | 64 | | **Earnings Per Share** | 0.0365 (RMB/share) | [Key Factors for Current Period Performance Growth](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%A2%9E%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) Significant performance growth is primarily attributed to enhanced domestic trade operational efficiency and strategic external leasing of vessels in the foreign trade market - In domestic trade, the company strengthened refined management and promoted cost reduction and efficiency improvement, leading to good growth in both domestic billing container volume and average container freight rates[10](index=10&type=chunk) - In foreign trade, the company capitalized on rising container vessel charter rates by time-chartering out some vessels, achieving favorable economic benefits[10](index=10&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) As of the announcement date, the company has identified no significant uncertainties that could impact the accuracy of this performance forecast - The company has not identified any significant uncertainties that could affect the accuracy of this performance forecast[11](index=11&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company emphasizes that this forecast contains preliminary data, with final financial figures subject to the official 2025 half-year report and advises investors to consult designated disclosure channels - This forecast data represents preliminary calculations, with definitive figures to be based on the company's officially disclosed 2025 half-year report[12](index=12&type=chunk) - The company's designated information disclosure media are Shanghai Securities News, China Securities Journal, and the Shanghai Stock Exchange website[12](index=12&type=chunk)

安通控股(600179.SH)公告称，安通控股预计2025年上半年归属于母公司 净利润为4.9亿元-5.4亿元，同 比增长218.18%-250.65%。 扣非净利润为45,400万元-50,400万元，同比增长609.38%-687.50%。上年同 期归母净利润为15,400万元。报告期内，公司加强精细化管理，推进降本增效，内贸计费箱量和集装箱 平均运价增长；同时抓住外贸市场船舶租金上行机遇，通过对外期租模式提升效益，促使业绩大幅增 长。 ...

Group 1 - The core point of the news is that China Merchants Energy Shipping announced its subsidiary, Sinotrans Container Lines, plans to acquire a stake in Antong Holdings for up to 1.8 billion yuan through various methods including block trading and agreement transfers [1] - Sinotrans Container Lines has already acquired 0.79% of Antong Holdings from Dongfang Asset for 106 million yuan and plans to acquire an additional 1.96% from Sinochem Asset Management for 265 million yuan and 5.14% from China Merchants Port and Guoxin Securities Asset Management for 696 million yuan [1] - Following the completion of these transactions, Sinotrans Container Lines will hold 7.89% of Antong Holdings, making it the largest shareholder when combined with its concerted action partners [1] Group 2 - On the secondary market, Antong Holdings' stock price rose approximately 5%, with a latest market capitalization of 12.91 billion yuan [2] - The business operations of Sinotrans Container Lines and Antong Holdings are highly synergistic, both focusing on container shipping, with Sinotrans covering foreign trade markets and Antong specializing in domestic coastal routes [2] - Antong Holdings reported revenues of 7.549 billion yuan for 2024 and 2.042 billion yuan for Q1 2025, with net profits of 610 million yuan and 241 million yuan respectively, indicating potential for improved profitability for China Merchants Energy Shipping post-integration [2]

Investment Rating - The report maintains a "Positive" investment rating for the transportation industry [8] Core Insights - The instant retail market in China is expected to exceed 700 billion yuan by 2025, accounting for over 5% of the country's physical network retail sales [2][5] - The shift in consumer behavior from bulk purchasing to "small quantity, multiple times" is driven by smaller family structures and a faster-paced lifestyle, which enhances the demand for instant retail [5][23] - Instant retail is anticipated to drive growth in instant logistics, benefiting companies like SF Holding, and the deployment of smart delivery lockers is also expected to gain traction [2][5] Summary by Sections Instant Retail Emergence - Instant retail is experiencing explosive growth, with major players like JD and Alibaba investing heavily in this sector [15][19] - The transition from distant e-commerce to near-field retail reflects a strong consumer demand for instant gratification [16][23] Opportunities in Transportation and Logistics - The growth of instant retail is expected to stimulate the logistics sector, with a projected increase in online takeaway market size to approximately 1.7 trillion yuan by 2025, representing about 30% of China's dining consumption [43][48] - Instant delivery orders are projected to grow by 18% year-on-year, reaching 48.3 billion orders in 2024, driven by the expansion of flash warehouses and the need for efficient delivery solutions [49][52] Travel Chain Insights - Domestic passenger volume is showing a stable increase, with a 4% year-on-year rise in the week of July 11, while international passenger volume increased by 16% [64] - The average domestic ticket price has seen a slight decline of 6.8% year-on-year, indicating pressure on short-term revenues despite improving demand [62][64] Maritime and Logistics Developments - The maritime sector is witnessing a rebound, with the average VLCC-TCE rate rising by 9.7% to $27,000 per day, driven by active cargo demand in the Middle East [29][30] - The logistics sector is focusing on addressing "involution" in the express delivery market, with a 16.6% year-on-year increase in express delivery volume, indicating robust industry growth [6][20]

Core Viewpoint - The strategic goal of resource integration by the company remains unchanged despite the shift from restructuring to equity acquisition [1][4]. Group 1: Acquisition Details - On July 11, the company announced that its wholly-owned subsidiary, China Foreign Container Transport Co., Ltd. (中外运集运), will acquire shares of Antong Holdings (安通控股) for a maximum of 1.8 billion yuan [1][2]. - The acquisition will make 中外运集运 and its concerted actions the largest shareholder of Antong Holdings, holding approximately 13.80% of the total share capital [3][4]. - The company plans to increase its stake in Antong Holdings by an additional 360 million to 720 million yuan within 12 months, with a purchase price not exceeding 3.20 yuan per share [3][4]. Group 2: Financial Performance - In Q1 2025, the company reported revenues of 5.595 billion yuan and a net profit of 865 million yuan, while Antong Holdings achieved revenues of 2.042 billion yuan and a net profit of 241 million yuan [1][6]. - Antong Holdings experienced a revenue growth of 26.35% and a net profit growth of 371.53% in the same period [6]. Group 3: Strategic Integration - The integration aims to create a comprehensive shipping platform that connects foreign trade container shipping, domestic logistics, and roll-on/roll-off transportation, enhancing the overall competitiveness in the logistics industry [5][6]. - The operational strengths of 中外运集运 in foreign trade and Antong Holdings in domestic trade are complementary, which could lead to significant synergies if successfully integrated [5][6].