哪些红利标的值得配置？20251023 在泛红利标的中，我们推荐中国物流和建发股份。中国物流除了作为航运标记 外，还从事内贸集运业务，目前内贸集运进入旺季且运价指数上涨显著，公司 预计全年利润可达 20 亿元，对应 90%分红比例下其股息率可达 7.7%。建发 股份按照固定每股七毛钱分配，相对确定性高，对应当前 6.8%的高股息率。 此外，中国外运也是值得关注的一只顺周期红利用途股票，其固定分配每两毛 九分，现在其 4.6%的稳定性较强，也受到保险资金青睐。 总之，我们认为目 前是配置这些优质高收益股票的重要时机，并建议投资者积极关注并进行合理 配置。 今年（2025 年）红利板块的表现如何？未来的投资机会如何？ 今年（2025 年），传统红利板块如公路和港口的表现相对一般，主要是因为 过去几年这些板块涨幅较大，今年有所调整。然而，这也使得这些股票的股息 率有所提升，目前我们跟踪的一些头部红利标的股息率已经提升到 4.5%至 5% 左右，有些甚至更高。我们判断后续买入红利标的增量资金会越来越多，原因 包括第三批互换便利即将推出、券商自营资金配置偏向红利，以及明年（2026 年）1 月 1 日起所有保险都需执行 ...

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

智通财经APP讯，赣粤高速(600269.SH)发布公告，公司全资子公司江西赣粤实业发展有限公司(简称实 业发展公司)与时代骐骥新能源科技(深圳)有限公司(简称时代骐骥)签订《战略合作协议》，双方发挥各 自优势，相互协作，共享信息，共同开拓包括但不限于江西省内高速公路服务区新能源换电重卡市场， 在换电基础设施投资运营领域开展合作，为客户提供快速电池更换服务，解决电动重卡补能难题和续航 焦虑，打造重卡换电走廊，提供换电加能一体化解决方案，逐步形成布局合理、功能完备、运行稳定、 安全的换电基础设施体系。 ...

赣粤高速（600269）(600269.SH)发布公告，公司全资子公司江西赣粤实业发展有限公司(简称实业发展 公司)与时代骐骥新能源科技(深圳)有限公司(简称时代骐骥)签订《战略合作协议》，双方发挥各自优 势，相互协作，共享信息，共同开拓包括但不限于江西省内高速公路服务区新能源换电重卡市场，在换 电基础设施投资运营领域开展合作，为客户提供快速电池更换服务，解决电动重卡补能难题和续航焦 虑，打造重卡换电走廊，提供换电加能一体化解决方案，逐步形成布局合理、功能完备、运行稳定、安 全的换电基础设施体系。 ...

证券代码:600269 股票简称:赣粤高速 编号:临2025-040 江西赣粤高速公路股份有限公司 关于全资子公司签订战略合作协议的公告 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 完整性承担个别及连带责任。 重要内容提示： 本次公司全资子公司江西赣粤实业发展有限公司（以下简称实 业发展公司）与时代骐骥新能源科技（深圳）有限公司（以下简称时 代骐骥）签订的《战略合作协议》（以下简称本协议）为双方战略合 作的框架性协议，不构成对双方有任何法律约束力的要求或义务（保 密义务除外），后续具体合作由双方或其指定的关联方签订具体项目 的合作合同。 本协议预计对公司 2025 年度经营业绩不会构成影响，对公司 未来经营业绩的影响需视后续具体项目的推进和实施情况而定，存在 重大不确定性，敬请广大投资者注意投资风险。 公司将根据战略合作的后续进展情况，严格按照相关法律法规 及《公司章程》等有关规定，履行相应的审批决策程序和信息披露义 务。 一、协议签订的基本情况 （一）交易对方的基本情况 | 企业名称 | 时代骐骥新能源科技（深圳）有限公司 | | --- ...

Core Viewpoint - The company has signed a strategic cooperation agreement with Times Qiji New Energy Technology (Shenzhen) to jointly develop the new energy battery swapping market for heavy trucks in Jiangxi Province, focusing on investment and operation of battery swapping infrastructure [1] Group 1 - The agreement involves collaboration in the investment and operation of battery swapping infrastructure [1] - The partnership aims to provide fast battery replacement services for customers [1] - The initiative targets the new energy heavy truck market specifically within highway service areas in Jiangxi Province [1]

每经AI快讯，10月21日，赣粤高速（600269）(600269.SH)公告称，公司全资子公司江西赣粤实业发展 有限公司与时代骐骥新能源科技(深圳)有限公司签订战略合作协议，双方共同开拓包括但不限于江西省 内高速公路服务区新能源换电重卡市场，在换电基础设施投资运营领域开展合作，为客户提供快速电池 更换服务，解决电动重卡补能难题和续航焦虑，打造重卡换电走廊，提供换电加能一体化解决方案，逐 步形成布局合理、功能完备、运行稳定、安全的换电基础设施体系。 ...

格隆汇10月21日｜赣粤高速公告，公司全资子公司江西赣粤实业发展有限公司与时代骐骥新能源科技有 限公司签订的《战略合作协议》为双方战略合作的框架性协议，不构成对双方有任何法律约束力的要求 或义务，后续具体合作由双方或其指定的关联方签订具体项目的合作合同。双方发挥各自优势，相互协 作，共享信息，共同开拓包括但不限于江西省内高速公路服务区新能源换电重卡市场，在换电基础设施 投资运营领域开展合作，为客户提供快速电池更换服务。 ...

证券日报网讯赣粤高速（600269）10月20日在互动平台回答投资者提问时表示，2025年9月份，公司实 现通行服务收入3.13亿元，同比增长1.3%。 ...

Market Overview - The railway and highway sector increased by 0.08% on October 17, with Wan Tong Expressway leading the gains [1] - The Shanghai Composite Index closed at 3839.76, down by 1.95%, while the Shenzhen Component Index closed at 12688.94, down by 3.04% [1] Individual Stock Performance - Wan Tong Expressway (600012) closed at 14.86, up by 2.06% with a trading volume of 144,600 shares [1] - Gan Yue Expressway (600269) closed at 5.10, up by 2.00% with a trading volume of 454,700 shares [1] - Other notable performers include: - China Merchants Highway (001965) at 10.34, up by 1.27% [1] - Hainan Highway (000886) at 7.08, up by 0.43% [1] Fund Flow Analysis - The railway and highway sector experienced a net outflow of 167 million yuan from institutional investors, while retail investors saw a net inflow of 229 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors are increasing their positions [2] Detailed Fund Flow for Selected Stocks - China Merchants Highway (001965) had a net inflow of 48.15 million yuan from institutional investors, but a net outflow of 19.44 million yuan from speculative funds [3] - Wan Tong Expressway (600012) saw a net inflow of 30.45 million yuan from institutional investors, with retail investors also showing a net outflow [3] - Other stocks like Jiuhua High-speed Railway (601816) and Hainan Highway (000886) also reflected similar trends in fund flows [3]