Chongqing Port (600279)

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重庆港跌0.77%,成交额2767.27万元,今日主力净流入-610.93万
Xin Lang Cai Jing· 2025-09-30 07:27
Core Viewpoint - The company, Chongqing Port, is experiencing a decline in stock performance, with a recent drop of 0.77% and a total market capitalization of 6.12 billion yuan, indicating potential challenges in the current market environment [1]. Company Overview - Chongqing Port specializes in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade logistics [2][3]. - The company has developed specialized terminals for containers, general cargo, and chemicals, leading to its position as the top port in terms of cargo throughput in the southwestern region of China [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3]. Strategic Positioning - The company is strategically located at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, serving as a crucial hub for connectivity [3]. - Chongqing Port focuses on multi-modal transport, integrating resources across warehousing, shipping, rail, and road logistics to enhance trade and supply chain logistics [2]. Financial Performance - For the first half of 2025, Chongqing Port reported revenue of 2.255 billion yuan, reflecting a year-on-year growth of 3.57%, while net profit attributable to shareholders decreased by 88.36% to 5.6853 million yuan [7]. - The company's revenue composition includes 54.28% from trade, 31.90% from loading and agency services, and 13.13% from comprehensive logistics [7]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 18.82% to 44,100, while the average number of shares held per shareholder decreased by 15.84% [7]. - The stock has seen a net outflow of 6.1662 million yuan from major investors, indicating a trend of reduced investment interest [4][5]. Technical Analysis - The average trading cost of the stock is 5.84 yuan, with the current price approaching a support level of 5.16 yuan, suggesting potential volatility if this support is breached [6].
原油运价高位震荡,沙特与亿航智能计划合作推出自动驾驶飞行器和空中出租车 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-29 07:10
航运方面,原油运价高位震荡,集运远洋航线运价下跌。航空方面,首款混动倾转无人 驾驶eVTOL型号申请获西南民航局受理,沙特与亿航智能计划合作推出自动驾驶飞行器和 空中出租车服务。物流与交通新业态方面,我国首个物流企业数字化国家标准正式发 布,"并行港"物流模式运行一周年,货物吞吐量超76万吨。 投资建议: 建议关注设备与制造业工业品出口链条。推荐中远海特、招商轮船、华贸物流,建议关 注东航物流、中国外运。 建议关注雅鲁藏布江下游水电站建设带动的交通运输需求增加主题机会。建议关注四川 成渝、重庆港、富临运业。 中银证券近日发布交通运输行业周报:航运方面,原油运价高位震荡,集运远洋航线运 价下跌。航空方面,首款混动倾转无人驾驶eVTOL型号申请获西南民航局受理,沙特与亿 航智能计划合作推出自动驾驶飞行器和空中出租车服务。物流与交通新业态方面,我国首个 物流企业数字化国家标准正式发布,"并行港"物流模式运行一周年,货物吞吐量超76万吨。 以下为研究报告摘要: 核心观点 ①原油运价高位震荡,集运远洋航线运价下跌。9月25日,上海航运交易所发布的中国 进口原油综合指数(CTFI)报1908.03点,较9月18日下跌3. ...
重庆港:重庆港控股子公司渝物民爆公司目前未参与三峡水运新通道工程
Zheng Quan Ri Bao Wang· 2025-09-26 12:13
证券日报网讯 重庆港(600279)9月26日在互动平台回答投资者提问时表示,重庆港控股子公司渝物民 爆公司目前未参与三峡水运新通道工程。 ...
重庆港:公司上半年已实现利润总额5832万元
Zheng Quan Ri Bao Zhi Sheng· 2025-09-26 12:05
(编辑 任世碧) 证券日报网讯 重庆港9月26日在互动平台回答投资者提问时表示,根据公司2024年年报披露的经营计 划,2025年全年预计实现利润总额6500万元。根据2025年半年报,公司上半年已实现利润总额5832万 元。 ...
航运港口板块9月24日涨0.67%,南 京 港领涨,主力资金净流出1.87亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-24 08:43
Market Performance - The shipping and port sector increased by 0.67% on September 24, with Nanjing Port leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Nanjing Port (002040) saw a significant rise of 10.01%, closing at 11.98 with a trading volume of 437,200 shares and a turnover of 506 million yuan [1] - Other notable performers included: - China Merchants Heavy Industry (601872) up 2.87% to 8.96 with a turnover of 934 million yuan [1] - HNA Technology (600751) up 1.94% to 4.74 with a turnover of 238 million yuan [1] - COSCO Shipping Energy (600026) up 1.49% to 12.27 with a turnover of 654 million yuan [1] Declining Stocks - Ningbo Port (601018) decreased by 2.36% to 3.73 with a trading volume of 2,439,400 shares and a turnover of 909 million yuan [2] - Other declining stocks included: - Ningbo Ocean Shipping (601022) down 2.24% to 10.91 [2] - COSCO Shipping Specialized (600428) down 1.05% to 6.62 [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 187 million yuan from main funds, while retail investors saw a net inflow of 105 million yuan [2] - Notable capital flows included: - China Merchants Heavy Industry (601872) had a main fund net inflow of 11.3 million yuan [3] - Nanjing Port (002040) saw a main fund net inflow of 31.56 million yuan [3] - COSCO Shipping Energy (600026) had a main fund net inflow of 39.95 million yuan [3]
重庆港跌0.56%,成交额6906.74万元,近5日主力净流入-1691.01万
Xin Lang Cai Jing· 2025-09-24 07:41
来源:新浪证券-红岸工作室 9月24日,重庆港跌0.56%,成交额6906.74万元,换手率1.09%,总市值63.38亿元。 异动分析 航运概念+统一大市场+国企改革+一带一路+民爆概念 今日主力净流入-811.10万,占比0.12%,行业排名22/35,该股当前无连续增减仓现象,主力趋势不明 显;所属行业主力净流入-2.35亿,当前无连续增减仓现象,主力趋势不明显。 1、公司主营业务是港口中转运输业务和综合物流业务,公司的主要产品及服务为装卸及客货代理业 务、综合物流业务、商品贸易业务、爆破施工业务。公司港口码头通过能力强。近年来通过对港口码头 建设投资及改(扩)建,已基本形成了集装箱、件杂散货、商品车和化工等专业化码头(群),港口货物通过能 力和集装箱吞吐能力位居西南地区首位。 2、公司以港口为依托,围绕铁、公、水多式联运,坚持大客户战略,充分整合仓储、航运、铁路、公 路、口岸等物流要素资源,积极拓展贸易物流、供应链物流等业务。 3、公司属于国有企业。公司的最终控制人为重庆市国有资产监督管理委员会。 4、主营装卸及综合物流、商品销售等,重庆处在"一带一路"、长江经济带等重大发展战略的节点上,承东 启西、 ...
重庆港涨2.09%,成交额8420.83万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 07:25
Core Viewpoint - The company, Chongqing Port, has shown a positive stock performance with a 2.09% increase in share price, reaching a market capitalization of 6.373 billion yuan, indicating strong investor interest and potential growth in the logistics and transportation sector [1]. Company Overview - Chongqing Port specializes in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade services, with a strong capability in port terminal operations [2]. - The company has developed specialized terminals for containers, general cargo, and chemicals, leading to its position as the top port in terms of cargo throughput in the southwestern region of China [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [2]. - The company is strategically located at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, enhancing its role as a vital logistics hub [2]. Financial Performance - For the first half of 2025, Chongqing Port reported revenue of 2.255 billion yuan, reflecting a year-on-year growth of 3.57%, while net profit attributable to shareholders decreased by 88.36% to 5.6853 million yuan [6]. - The company's revenue composition includes 54.28% from trade, 31.90% from loading and agency services, and 13.13% from comprehensive logistics [6]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 44,100, with an average of 26,916 shares held per shareholder, indicating growing investor interest [6]. - The stock has seen a net inflow of 3.7118 million yuan today, with a lack of clear trends in major shareholder activity [3][4]. Technical Analysis - The average trading cost of the stock is 5.86 yuan, with the current price approaching a resistance level of 5.38 yuan, suggesting potential for upward movement if this level is surpassed [5].
重庆港跌2.01%,成交额4103.83万元,主力资金净流出221.80万元
Xin Lang Cai Jing· 2025-09-18 06:18
Company Overview - Chongqing Port's stock price decreased by 2.01% on September 18, trading at 5.35 CNY per share with a total market capitalization of 6.35 billion CNY [1] - The company has seen an 11.69% increase in stock price year-to-date, but has experienced declines of 0.74% over the last 5 trading days, 6.14% over the last 20 days, and 6.47% over the last 60 days [2] - Chongqing Port's main business includes port terminal loading and unloading, warehousing, and multimodal transport logistics, with revenue composition being 54.28% from commodity trading, 31.90% from loading and agency services, and 13.13% from comprehensive logistics [2] Financial Performance - For the first half of 2025, Chongqing Port reported revenue of 2.255 billion CNY, a year-on-year increase of 3.57%, while net profit attributable to shareholders decreased by 88.36% to 5.6853 million CNY [3] - The company has distributed a total of 799 million CNY in dividends since its A-share listing, with 148 million CNY distributed over the last three years [4] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 18.82% to 44,100, while the average circulating shares per person decreased by 15.84% to 26,916 shares [3] - Hong Kong Central Clearing Limited is the fifth largest circulating shareholder, holding 10.3424 million shares, an increase of 4.6207 million shares from the previous period [4]
重庆港股份有限公司 关于参加重庆辖区2025年投资者网上集体接待日 暨半年度业绩说明会活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-18 04:20
登录新浪财经APP 搜索【信披】查看更多考评等级 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: ●会议召开时间:2025年9月25日(星期四)下午15:00-17:00 ●会议召开地点:"全景路演"网站(http://rs.p5w.net) ●会议召开方式:网络互动 独立董事:杨兴龙 (如遇特殊情况,参会人员可能发生调整) 四、投资者参加方式 ●投资者可于2025年9月25日(星期四)下午15:00-17:00登录"全景路演"网站(http://rs.p5w.net),参与本 次互动交流;也可于2025年9月18日(星期四)至9月24日(星期三)通过公司邮箱 (cqg2000@126.com)进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 重庆港股份有限公司(以下简称"公司")已于2025年8月26日发布公司2025年半年度报告,为便于广大 投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司计划于2025年9月25日下午 15:00-17:00参加重庆辖区2025年投资者网上 ...
重庆港股份有限公司关于参加重庆辖区2025年投资者网上集体接待日暨半年度业绩说明会活动的公告
Shang Hai Zheng Quan Bao· 2025-09-17 20:31
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600279 证券简称:重庆港 公告编号:临2025-029号 重庆港股份有限公司 关于参加重庆辖区2025年投资者网上集体接待日 暨半年度业绩说明会活动的公告 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: 会议召开时间:2025年9月25日(星期四)下午15:00-17:00 会议召开地点:"全景路演"网站(http://rs.p5w.net) 会议召开方式:网络互动 投资者可于2025年9月25日(星期四)下午15:00-17:00登录"全景路演"网站(http://rs.p5w.net),参与本次 互动交流;也可于2025年9月18日(星期四)至9月24日(星期三)通过公司邮箱(cqg2000@126.com) 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 重庆港股份有限公司(以下简称"公司")已于2025年8月26日发布公司2025年半年度报告,为便于广大 投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司 ...