证券代码：600179 证券简称：安通控股 公告编号：2025-052 一、信息披露义务人及其一致行动人的基本信息 安通控股股份有限公司 关于持股 5%以上股东及其一致行动人权益变动后持 股比例触及 1%整数倍的提示性公告 持股 5%以上的股东中外运集装箱运输有限公司及其一致行动人中国外运股 份有限公司保证向本公司提供的信息内容真实、准确、完整、没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加☑ 比例减少□ | | --- | --- | | 权益变动前合计比例 | 15.27% | | 权益变动后合计比例 | 16.93% | | 本次变动是否违反已作出的承诺、 意向、计划 | 是□ 否☑ | | 是否触发强制要约收购义务 | 是□ 否☑ | 二、权益变动触及 1%刻度的基本情况 安通控股股份有限公司（以下简称"公司"或"安通控股"）于 2025 年 8 月 26 日收到公司股东中国外运股份有限公司（以下简称"中国外运"）出具的《关于增 持安通控股股份持股比例触及 1%的整数倍的告知函》，中国外运于 2 ...

Group 1 - On August 26, Antong Holdings executed a block trade of 70 million shares, with a transaction value of 252 million yuan, accounting for 24.21% of the total trading volume for that day [1][2] - The transaction price was 3.6 yuan per share, which was in line with the market closing price of 3.6 yuan [1][2]

Core Insights - The shipping and port sector experienced a slight increase of 0.09% on August 26, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Bohai Ferry (603167) closed at 10.70, up 2.49% with a trading volume of 178,900 shares and a turnover of 190 million yuan [1] - Xiamen Port Authority (000905) closed at 8.97, up 2.28% with a trading volume of 328,500 shares and a turnover of 293 million yuan [1] - Straits Shares (002320) closed at 8.49, up 2.17% with a trading volume of 565,600 shares and a turnover of 479 million yuan [1] - Other notable performers include Zhonggu Logistics (603565) and Jinjiang Shipping (601083), with increases of 1.15% and 0.97% respectively [1] Capital Flow - The shipping and port sector saw a net outflow of 64.35 million yuan from institutional investors, while retail investors contributed a net inflow of 166.7 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Straits Shares (002320) had a net inflow of 62.51 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Bohai Ferry (603167) experienced a net inflow of 18 million yuan from institutional investors, with outflows from speculative investors [3] - Other stocks like Tianjin Port (600717) and Tangshan Port (601000) also showed significant net inflows from institutional investors, indicating potential interest in these stocks [3]

Core Viewpoint - The shipping and port sector experienced a rise of 1.04% on August 25, with AnTung Holdings leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3883.56, up by 1.51% [1]. - The Shenzhen Component Index closed at 12441.07, up by 2.26% [1]. Group 2: Individual Stock Performance - AnTung Holdings (600179) closed at 3.58, with a significant increase of 10.15% and a trading volume of 1.141 million shares, totaling a transaction value of 405 million yuan [1]. - Tianjin Port (600717) closed at 5.52, rising by 5.14% with a trading volume of 1.3008 million shares, amounting to 720 million yuan [1]. - HNA Technology (600751) closed at 4.67, up by 2.86% with a trading volume of 490.96 thousand shares, totaling 420 million yuan [1]. - Other notable performers include Beibu Gulf Port (000582) at 8.59 (+2.51%), Xiamen Port (000905) at 8.77 (+1.86%), and Liaoning Port (601880) at 1.66 (+1.84%) [1]. Group 3: Fund Flow Analysis - The shipping and port sector saw a net outflow of 305 million yuan from institutional funds, while retail investors contributed a net inflow of 459 million yuan [2]. - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors increased their positions [2].

Core Viewpoint - The company, China Merchants Energy Transportation Co., Ltd., has approved a proposal for its wholly-owned subsidiary, Sinotrans Container Transportation Co., Ltd., to acquire shares of Antong Holdings Co., Ltd. for a maximum of 1.8 billion RMB [1] Group 1: Investment Details - Sinotrans Container Transportation plans to acquire a total of 333,742,322 shares of Antong Holdings, representing 7.89% of its total share capital [2] - The acquisition includes shares purchased through block trading and agreements with various asset management companies, including 33,333,334 shares from China Orient Asset Management and 82,908,988 shares from Sinochem Asset Management [2] - The completion of the share transfer agreements is subject to approval from the State-owned Assets Supervision and Administration Commission and compliance confirmation from the Shanghai Stock Exchange [2] Group 2: Future Plans - Sinotrans Container Transportation intends to increase its stake in Antong Holdings by investing between 360 million RMB and 720 million RMB within 12 months, with a maximum purchase price of 3.20 RMB per share [3] - As of the announcement date, the company has already acquired 50,876,231 shares, amounting to approximately 159 million RMB [3] - Due to the current share price exceeding the set limit, the company will adjust its strategy based on market conditions as authorized by the board [3]

Core Viewpoint - The company, China Merchants Energy Transportation Co., Ltd. (招商轮船), has approved a significant investment through its wholly-owned subsidiary, China Merchants Container Transportation Co., Ltd. (中外运集运), to acquire shares in Antong Holdings Co., Ltd. (安通控股) for up to 1.8 billion RMB [1][3]. Investment Details - The subsidiary plans to acquire a total of 333,742,322 shares of Antong Holdings, representing 7.89% of its total share capital [3]. - The acquisition includes shares purchased through bulk trading and agreements with various asset management companies, including: - 33,333,334 shares from China Orient Asset Management Co., Ltd. (0.79%) [3] - 82,908,988 shares from China National Chemical Corporation Asset Management Co., Ltd. (1.96%) [3] - 39,000,000 shares from China Merchants Port Group Co., Ltd. (0.92%) [3] - 178,500,000 shares from Guoxin Securities Co., Ltd. (4.22%) [3]. Additional Investment Plans - The subsidiary intends to further increase its stake in Antong Holdings with an additional investment ranging from 360 million RMB to 720 million RMB, with a maximum purchase price of 3.20 RMB per share [4]. - As of the announcement date, the subsidiary has already acquired 50,876,231 shares (1.20%) for approximately 159 million RMB [5]. - Due to the current market price exceeding 3.20 RMB per share, the company will adjust its investment strategy based on market conditions [5].

Core Viewpoint - The announcement details the adjustment of shareholding increase plans by major shareholders of Antong Holdings, indicating a shift in strategy due to the rising stock price above the previously set limit of 3.20 RMB per share [1][2]. Summary by Relevant Sections Original Increase Plan - Antong Holdings disclosed an increase plan on July 12, 2025, where China Merchants Container Transportation Company planned to increase its holdings by no less than 360 million RMB and no more than 720 million RMB, with a price cap of 3.20 RMB per share [1]. - China Foreign Transport Company also announced a plan on August 2, 2025, to increase its holdings by no less than 300 million RMB and no more than 600 million RMB, with the same price cap [1]. Adjusted Increase Plan - Due to the stock price exceeding 3.20 RMB per share, both China Merchants Container and China Foreign Transport will now proceed with share purchases without being bound by the previous price cap, based on market conditions [2]. - The adjusted plans allow for flexibility in executing the increase transactions under legal regulations [2]. Increase Plan Implementation - As of the announcement date, China Merchants Container has already increased its holdings by 50,876,231 shares, representing 1.20% of Antong Holdings' total share capital, with an investment of approximately 159 million RMB [3]. - Additionally, previous acquisitions included 33,333,334 shares through block trading and 82,908,988 shares through an agreement with China National Chemical Asset Management [4][5]. Future Increase Plans - The adjusted increase plans for both companies include a commitment to not reduce their holdings during the implementation period, which spans 12 months starting from July 15, 2025, for China Merchants Container and from July 31, 2025, for China Foreign Transport [6]. - The planned investment amounts are set between 360 million to 720 million RMB for China Merchants Container and 300 million to 600 million RMB for China Foreign Transport [6].

Core Viewpoint - China National Freight Forwarding (00598.HK) plans to increase its stake in Antong Holdings within 12 months starting from July 31, 2025, with an initial buyback price set at no more than RMB 3.20 per share [1] Group 1 - The company has already acquired 11.5459 million shares of Antong Holdings, representing approximately 0.27% of Antong's total share capital, with a total investment of about RMB 0.37 billion (excluding taxes) [1] - Due to Antong Holdings' stock price exceeding RMB 3.20 per share, the company will adjust its buyback strategy based on market conditions, as authorized by the board of directors, without being constrained by the original price limit [1] - Other terms of the buyback plan remain unchanged [1]

Core Viewpoint - China National Freight Forwarding (00598.HK) plans to increase its stake in Antong Holdings within 12 months starting from July 31, 2025, with a maximum purchase price of RMB 3.20 per share [1] Company Summary - China National Freight Forwarding has already acquired 11.546 million shares of Antong Holdings, representing approximately 0.27% of Antong's total share capital, with an investment amount of about RMB 0.37 billion (excluding taxes) [1] - The stock has low attention from investment banks, with no ratings given in the past 90 days [1] Industry Summary - China National Freight Forwarding has a market capitalization of HKD 9.436 billion, ranking 5th in the logistics II industry [1] - Key performance indicators compared to industry averages: - ROE: 10.02% vs. industry average of 1.97%, ranking 5th [1] - Market capitalization: HKD 9.436 billion vs. industry average of HKD 16.138 billion, ranking 5th [1] - Revenue: RMB 1.05621 billion vs. industry average of RMB 0.27993 billion, ranking 2nd [1] - Net profit margin: 3.96% vs. industry average of -8.62%, ranking 6th [1] - Gross profit margin: 5.25% vs. industry average of 12.97%, ranking 12th [1] - Debt ratio: 45.54% vs. industry average of 61.11%, ranking 6th [1]

Group 1 - The company China Ocean Shipping (601598) plans to increase its stake in Antong Holdings (600179) within 12 months starting from July 31, 2025 [1] - The initial buyback price was set at no more than RMB 3.20 per share; as of the announcement date, the company has already acquired 11.546 million shares, representing approximately 0.27% of Antong Holdings' total share capital, with a total investment of about RMB 0.37 billion (excluding taxes) [1] - Due to the current market price of Antong Holdings exceeding RMB 3.20 per share, the company will conduct further buybacks at its discretion, without being bound by the original price limit, as authorized by the board of directors [1]