Core Viewpoint - The news highlights the performance and operational aspects of Chongqing Port, emphasizing its strategic position in the logistics and transportation industry, particularly in relation to national initiatives like the Belt and Road Initiative and state-owned enterprise reforms. Company Overview - Chongqing Port Co., Ltd. specializes in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade logistics [2][7] - The company is state-owned, with ultimate control by the Chongqing State-owned Assets Supervision and Administration Commission [3] - The port is strategically located at a key junction for major national strategies, enhancing its connectivity and logistics capabilities [3] Business Performance - For the period from January to September 2025, Chongqing Port reported a revenue of 3.281 billion yuan, a year-on-year decrease of 5.10%, and a net profit attributable to shareholders of 48.1743 million yuan, down 35.43% year-on-year [7] - The main revenue sources are commodity trade (67.46%), loading and logistics services (27.86%), with inter-segment eliminations accounting for 4.68% [7] Market Activity - On December 2, the stock price of Chongqing Port increased by 0.39%, with a trading volume of 42.7001 million yuan and a turnover rate of 0.70%, leading to a total market capitalization of 6.136 billion yuan [1] - The stock has seen a net outflow of 11.0029 million yuan from major investors, indicating a reduction in holdings over the past two days [4][5] Technical Analysis - The average trading cost of the stock is 5.72 yuan, with the current price approaching a support level of 5.15 yuan, suggesting potential volatility if this support is breached [6]

Core Viewpoint - The company has approved the investment plan for the Jiangjin Port Modernized Multimodal Transport Capacity Enhancement Project (Phase II), with a total estimated investment of 298.8433 million yuan, aiming to address development bottlenecks and enhance logistics capabilities in the region [2][9]. Project Overview - Project Name: Jiangjin Port Modernized Multimodal Transport Capacity Enhancement Project (Phase II) [3] - Estimated Total Investment: 298.8433 million yuan [2][3] - Implementation Entity: Chongqing Port Co., Ltd. [3] Project Scale and Content - The project includes the construction of a multifunctional yard covering 150 acres, along with necessary road networks, power supply, lighting, water supply and drainage, fire protection, and environmental protection facilities [4]. Project Timeline - The land auction for the 150 acres is planned to be completed by 2026, with preliminary construction procedures to be finalized by 2027 [5] - The construction period is estimated to be approximately 36 months, with completion expected by 2030 [6]. Economic Benefit Analysis - The post-tax internal rate of return on investment for the project is calculated to be 4.02% [8]. Impact on the Company - The project is a crucial initiative to overcome development bottlenecks in the Jiangjin Port area and promote high-quality regional development. It aims to enhance cargo throughput and multimodal transport efficiency, addressing the growing logistics challenges in the Chongqing area. Additionally, it will position Jiangjin Port as a key node in the shipping network, leveraging its geographical advantages to support the company's logistics competitiveness and market expansion, thereby fostering sustainable high-quality development [9].

Core Viewpoint - The company, Chongqing Port, is experiencing fluctuations in its stock performance, with a recent increase in stock price and a focus on its core logistics and port operations amidst various strategic initiatives like the Belt and Road Initiative and state-owned enterprise reforms [1][2][3]. Company Overview - Chongqing Port Co., Ltd. is primarily engaged in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade [2][3][7]. - 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]. - The company is state-owned, with its ultimate controller being the Chongqing State-owned Assets Supervision and Administration Commission [3]. Strategic Positioning - Chongqing Port is strategically located at key national initiatives such as the Belt and Road Initiative and the Yangtze River Economic Belt, serving as a crucial hub for connecting various regions [3][7]. - The company emphasizes a multi-modal transport strategy, integrating rail, road, and water logistics to enhance its service offerings [2]. Financial Performance - For the period from January to September 2025, Chongqing Port reported a revenue of 3.281 billion yuan, a decrease of 5.10% year-on-year, and a net profit attributable to shareholders of 48.1743 million yuan, down 35.43% year-on-year [7]. - The company's main revenue sources are commodity trading (67.46%) and loading, logistics, and cargo agency services (27.86%) [7]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.29% to 36,000, while the average circulating shares per person increased by 22.38% to 32,941 shares [7][8]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the past three years [8].

Core Viewpoint - Chongqing Port (600279.SH) has approved an investment plan for the second phase of the modernization and multi-modal transport capacity enhancement project at Jiangjin Port, aiming to establish the largest public grain and oil distribution hub in Southwest China [1] Investment Plan - The total estimated investment for the project is 299 million yuan [1] - The company is required to actively seek policy subsidies for the project and manage the loan ratio prudently [1]

Core Viewpoint - Chongqing Port (600279.SH) has approved an investment plan for the second phase of the modernization and multi-modal transport capacity enhancement project at Jiangjin Port, aiming to establish the largest public grain and oil distribution hub in Southwest China [1] Investment Plan - The total estimated investment for the project is 299 million yuan [1] - The company is required to actively seek policy subsidies for the project and manage the loan ratio prudently [1]

Core Viewpoint - The company aims to enhance the Jiangjin Port's capabilities to become the largest public grain and oil distribution hub in Southwest China, with a total investment plan of 299 million yuan for the modernization and expansion project [1] Group 1: Project Overview - The board has approved the investment plan for the Jiangjin Port modern multi-modal transport capacity enhancement project, which is crucial for addressing the development bottlenecks in the Jiangjin Port area [1] - The project is expected to significantly improve cargo throughput and multi-modal transport efficiency, addressing the logistics challenges posed by the increasing grain demand and the surge in enterprises in the Chongqing area [1] Group 2: Strategic Importance - The project will help position Jiangjin Port as a key support point in the "Thousand-Mile Light Boat" initiative, facilitating its integration into the dry and branch shipping network [1] - By leveraging its geographical advantages, the port aims to connect the Chengdu-Chongqing economic circle and the southern Sichuan region, thereby activating its potential and enhancing the company's logistics competitiveness [1] - This initiative is expected to provide strong support for the company's sustainable and high-quality development by expanding its regional market presence [1]

Core Viewpoint - The company aims to enhance the Jiangjin Port's capabilities to become the largest public grain and oil distribution hub in Southwest China, with a total investment of 299 million yuan for the modernization project [1] Group 1: Project Overview - The board has approved the investment plan for the Jiangjin Port modernization multi-modal transport capacity enhancement project, which is crucial for addressing development bottlenecks in the Jiangjin Port area [1] - The project is expected to significantly improve cargo throughput and multi-modal transport efficiency, addressing the logistics challenges posed by the increasing grain demand and the surge in enterprises in the Chongqing area [1] Group 2: Strategic Importance - The project will help Jiangjin Port become a key support point for the "Thousand-Mile Light Boat" initiative, facilitating its integration into the dry and branch shipping network [1] - It will leverage the geographical advantages of connecting the Chengdu-Chongqing economic circle and the southern Sichuan region, enhancing the port's potential and supporting the company's logistics competitiveness and regional market expansion [1] - This initiative is positioned as a vital measure to promote sustainable high-quality development for the listed company [1]

重庆港12月1日公告，公司第九届董事会第十一次会议审议通过投资建设江津港现代化多式联运集疏运 能力提升项目（二期改扩建工程），预估项目总投资为2.99亿元，旨在满足江津港区远期发展需求，打 造西南地区规模最大的公用粮食、粮油集散中转基地。 ...

重庆港股份有限公司 关于投资建设江津港现代化多式联运集疏运 能力提升项目（二期改扩建工程）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。 股票代码：600279 股票简称：重庆港 公告编号：临2025－039 号 重要提示： ● 项目名称：江津港现代化多式联运集疏运能力提升项目（二期改扩建 工程） ● 投资金额：预估项目总投资为 29,884.33 万元 一、概述 2025 年11 月 28 日，重庆港股份有限公司（以下简称"公司"）第九届董 事会第十一次会议审议通过《关于新增江津港现代化多式联运集疏运能力提升 项目（二期改扩建工程）投资计划并立项的议案》，为满足江津港区远期发展 的需要，全力打造西南地区规模最大的公用粮食、粮油集散中转基地，同意新 增江津港现代化多式联运集疏运能力提升项目（二期改扩建工程）投资计划并 立项，预估项目总投资为 29,884.33 万元，同时要求江津港埠分公司积极争取 项目政策性补贴，合理控制项目贷款比例。表决结果为：同意 9 票，反对 0 票， 弃权 0 票。 根据《上海证券交易所 ...

证券代码：600279 证券简称：重庆港 公告编号：临2025－038 号 重庆港股份有限公司 第九届董事会第十一次会议决议公告 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。 重庆港股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日以通 讯表决的方式召开第九届董事会第十一次会议，应参加表决的董事 9 人， 实际参加表决的董事 9 人。本次会议的召集、召开符合《公司法》和本公 司《章程》规定。经与会董事认真审议，形成如下决议： 一、审议通过《关于修订<重庆港股份有限公司固定资产投资监督管理 办法>的议案》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 二、审议通过《关于修订<重庆港股份有限公司股权投资监督管理办法> 的议案》。 四、审议通过《关于制定<投资项目负面清单>的议案》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 五、审议通过《关于更改纪检监察室部门名称的议案》。 同意将纪检监察室更名为纪检室，并修改部门职责。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 六、审议 ...