（编辑 任世碧） 证券日报网讯 10月29日晚间，重庆港发布2025年第三季度报告称，2025年第三季度公司实现营业收入 1，026，475，610.18元，同比下降19.50%；归属于上市公司股东的净利润为42，489，035.61元，同比 增长64.94%。 ...

Core Viewpoint - Chongqing Port (600279.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 3.281 billion yuan, representing a year-on-year decrease of 5.1% [1] - The net profit attributable to shareholders was 48.1743 million yuan, down 35.43% year-on-year [1] - The basic earnings per share stood at 0.0406 yuan [1]

重庆港股份有限公司 2025 年第三季度报告 证券代码：600279 证券简称：重庆港 重庆港股份有限公司 2025 年第三季度报告 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。 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 期末比上年 | | | | 减变动幅度 | | 同期增减变 | | | | (%) | | 动幅度(%) | | 营业收入 | 1,026,475,610.18 | -19.50 | 3,281 ...

Market Performance - The Chongqing state-owned enterprise reform sector rose by 0.89% compared to the previous trading day, with Qianli Technology leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up by 0.7%, while the Shenzhen Component Index closed at 13691.38, up by 1.95% [1] Stock Performance - Qianli Technology (601777) closed at 11.65, with a gain of 2.10% and a trading volume of 381,600 shares, amounting to a transaction value of 441 million yuan [1] - Southwest Securities (600369) closed at 4.87, up by 1.67%, with a trading volume of 635,200 shares and a transaction value of 307 million yuan [1] - Chongqing Water (601158) closed at 4.79, with a slight increase of 0.63% [1] - Chongqing Port (600279) and Sanfeng Environment (601827) had minimal gains of 0.18% and 0.12%, respectively [1] Capital Flow - The Chongqing state-owned enterprise reform sector saw a net inflow of 50.26 million yuan from institutional investors, while retail investors contributed a net inflow of 5.73 million yuan [2] - Speculative funds experienced a net outflow of 55.98 million yuan [2] Individual Stock Capital Flow - Qianli Technology had a net inflow of 24.34 million yuan from institutional investors, but a net outflow of 31.32 million yuan from speculative funds [3] - Southwest Securities also saw a net inflow of 23.01 million yuan from institutional investors, with a net outflow of 16.22 million yuan from speculative funds [3] - Chongqing Water had a net inflow of 2.68 million yuan from institutional investors, while speculative funds recorded a net outflow of 2.99 million yuan [3]

Core Viewpoint - The company, Chongqing Port, is experiencing a slight increase in stock price and has a market capitalization of 6.445 billion yuan, indicating a stable position in the shipping and logistics industry [1]. Company Overview - Chongqing Port specializes in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade [2][3]. - The company has developed specialized terminals for containers, general cargo, and chemicals, leading to the highest cargo throughput capacity in the southwestern region of China [2]. - As a state-owned enterprise, it is controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3]. - The company is strategically positioned at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, enhancing its connectivity and logistics capabilities [3]. Financial Performance - For the first half of 2025, Chongqing Port reported a 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 67.46% from trade, 27.86% from loading and logistics, and 4.68% from inter-segment eliminations [7]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan in the last three years [8]. Market Activity - The stock has seen a net outflow of 2.2369 million yuan over the past 20 days, indicating a lack of strong buying interest [5]. - The average trading cost of the stock is 5.78 yuan, with the current price near a support level of 5.41 yuan, suggesting potential volatility [6].

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Views - Crude oil freight rates have decreased month-on-month, while container shipping rates on long-distance routes have increased. The China Import Crude Oil Comprehensive Index (CTFI) reported 1632.26 points on October 23, down 8.9% from October 16. The VLCC market remains cautious due to the implementation of special port fees between China and the US, leading to a weak sentiment among shipowners [2][13] - Guangdong Province has released a high-quality development plan for the low-altitude economy, aiming to establish itself as a national leader in this sector. The civil aviation industry has shown steady growth in the first three quarters of 2025, with a total transport turnover of 1220.3 billion ton-kilometers, a year-on-year increase of 10.3% [2][15][16] - In Shenzhen, the monthly delivery volume of autonomous vehicles has surpassed one million, with a year-on-year growth of 12.7% in express delivery volume in September. The postal industry reported a total business income of 152.57 billion yuan in September, up 6.8% year-on-year [2][22][24] Summary by Sections Industry Hot Events - Crude oil freight rates have decreased, while container shipping rates on long-distance routes have increased. The CTFI reported a decrease of 8.9% [2][13] - Guangdong's low-altitude economy development plan aims to optimize airspace management and promote low-altitude logistics [15][16] - Shenzhen's autonomous vehicle delivery volume has exceeded one million, with express delivery volume growing by 12.7% [22][24] High-Frequency Data Tracking - The Baltic Air Freight Price Index has increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index has shown a month-on-month increase of 6.9% [26] - Domestic cargo flights have increased by 3.05% year-on-year, while international flights have risen by 15.86% [32] - The express delivery business volume in September increased by 12.7% year-on-year, with total business income reaching 127.37 billion yuan [50][54] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping Specialized Carriers, China Merchants Energy Shipping, and Huamao Logistics [4] - Pay attention to the low-altitude economy investment opportunities, recommending CITIC Offshore Helicopter [4] - Consider investment opportunities in the highway and railway sectors, recommending companies like Gansu Expressway and Beijing-Shanghai High-Speed Railway [4] - Explore investment opportunities in the express delivery sector, recommending SF Express, Jitu Express, and Yunda Express [4]

Group 1 - Chongqing Port announced on October 24 that as of the end of the current share reduction plan, Guotou Transportation did not reduce its shareholding in the company [1] Group 2 - In 2023, China's innovative drugs have generated $80 billion in overseas licensing deals [1] - The secondary market for biopharmaceuticals is experiencing a surge, while the primary market is facing challenges in fundraising [1]

证券代码：600279 证券简称：重庆港 公告编号：临 2025-035 号 重庆港股份有限公司 重要内容提示： 公司于近日收到股东国投交通出具的《关于减持计划实施情况暨减持股份结 果告知函》。现将相关情况公告如下： | 股东名称 | 国投交通控股有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他： | | | | 持股数量 | 176,965,618股 | | | | 持股比例 | 14.91% | | | 一、减持主体减持前基本情况 1 截至本公告披露日，重庆港股份有限公司（以下简称"公司"）股东国 投交通控股有限公司（以下简称"国投交通"）持有公司股份 176,965,618 股，占公司股份总数的 14.91%。 公司于 2025 年 7 月 2 日披露了《重庆港股东减持股份计划公告》（公 告编号：临 2025-026 号）。国投交通计划自 2025 年 7 月 24 日起的 3 个月 ...

重庆港公告，股东国投交通持股1.77亿股，占14.91%，原计划于2025年7月24日至2025年10月23日通过 集中竞价减持不超过1186.87万股，即不超过1%。截至减持计划期限届满，国投交通未实施减持，减持 数量0股，减持比例0%，目前仍持有14.91%股份。 ...

Core Viewpoint - The company, Chongqing Port, is experiencing a decline in stock price and trading volume, with a market capitalization of 6.397 billion yuan and a trading volume of 31.67 million yuan on October 22, showing a decrease of 0.37% [1] Business Overview - The company primarily engages in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade [2] - Chongqing Port has strong port terminal capabilities and has developed specialized terminals for containers, general cargo, and chemicals, leading in cargo throughput in the southwestern region [2][3] - The company is state-owned, controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3] Strategic Positioning - Chongqing 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] - The company focuses on multi-modal transport, integrating resources across warehousing, shipping, rail, and road logistics [2] Financial Performance - For the first half of 2025, Chongqing Port reported revenue of 2.255 billion yuan, a year-on-year increase of 3.57%, while net profit attributable to shareholders was 5.6853 million yuan, a significant decrease of 88.36% [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 Information - As of June 30, 2025, the number of shareholders increased to 44,100, with an average of 26,916 shares held per person, a decrease of 15.84% [7] - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan in the last three years [8]