香港联交所最新数据显示，2月5日，招商局公路网络科技控股股份有限公司增持深圳高速公路股份 （00548）56.6万股，每股作价7.6港元，总金额为430.16万港元。增持后最新持股数目约为1.57亿股，持 股比例为21.01%。 香港联交所最新数据显示，2月5日，招商局公路网络科技控股股份有限公司增持深圳高速公路股份 （00548）56.6万股，每股作价7.6港元，总金额为430.16万港元。增持后最新持股数目约为1.57亿股，持 股比例为21.01%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

智通财经APP获悉，香港联交所最新数据显示，2月5日，招商局公路网络科技控股股份有限公司增持深圳高速公路股份(00548)56.6万股，每股作价7.6港元， 总金额为430.16万港元。增持后最新持股数目约为1.57亿股，持股比例为21.01%。 ...

智通财经APP获悉，香港联交所最新数据显示，2月5日，招商局公路网络科技控股股份有限公司增持深 圳高速公路股份(00548)56.6万股，每股作价7.6港元，总金额为430.16万港元。增持后最新持股数目约为 1.57亿股，持股比例为21.01%。 ...

2月4日，深高速大宗交易成交39.4万股，成交额353.42万元，占当日总成交额的3.7%，成交价8.97元， 较市场收盘价9.12元折价1.64%。 | 反崇参五信息 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | 026-02-04 | 深高速 | 600548 | 353.42 39.4 8.97 委员通委驻轮集暨 | 藝韻錄醫 | | ко | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002357 | 富临运业 | 13.42 | 4.76% | 17.19万 | 2.30亿 | | 000755 | 山西高速 | 5.44 | 3.03% | 25.92万 | 1.42亿 | | 601333 | 广深铁路 | 3.15 | 2.61% | 70.28万 | 2.19亿 | | 601518 | 吉林高速 | 2.93 | 2.45% | 21.26万 | 6188.08万 | | 600125 | 铁龙物流 | 6.47 | 2.21% | 20.43万 | 1.32亿 | | 600548 | 深高速 | 9.12 | 2.01% | 10.11万 | 9190.12万 | | 601006 | 大秦铁路 | 5.09 | 2.00% | 253.32万 | 12.80亿 | | 603069 | 海汽集团 | 23.28 | 1.93% | 9.31万 | 2.16亿 | | 601816 | 京沪高铁 | 4.93 | ...

| 股票基金信息 | | --- | | 交易日期 | | 证券代码 | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-02-03 | 深高速 | 600548 | 9.12 | 604.66 66.3 公司通過證件就是 | 藝體驗醫學 | ка | 2月3日，深高速大宗交易成交66.3万股，成交额604.66万元，占当日总成交额的8.99%，成交价9.12元， 较市场收盘价8.94元溢价2.01%。 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00548 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 747,500,000 | RMB | | 1 RMB | | 747,500,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 747,500,000 | RMB | | 1 RMB | | 747,500,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | -- ...

证券研究报告 交通运输 行业定期报告 hyzqdatemark 2026 年 02 月 02 日 证券分析师 孙延 SAC：S1350524050003 sunyan01@huayuanstock.com 王惠武 SAC：S1350524060001 wanghuiwu@huayuanstock.com 曾智星 SAC：S1350524120008 zengzhixing@huayuanstock.com 张付哲 SAC：S1350525070001 zhangfuzhe@huayuanstock.com 1）圆通速递举行 2025 年工作总结暨 2026 年工作部署大会，强调"守底线、强基 石、开新路"。1 月 26 日，圆通速递 2025 年工作总结暨 2026 年工作部署大会召开， 圆通速递董事局主席喻渭蛟表示：要打造安全畅通、便捷高效、自主可控、可持续、 有韧性的供应链；要贯彻执行国家邮政局局长赵冲久关于深入推进交通强国邮政篇 建设等 9 个方面的工作，要以"守底线、强基石、开新路"为管理理念和工作指南， 做好各项重点工作。圆通速递总裁潘水苗围绕"守底线、强基石、开新路"对 2026 年重点工作作了具 ...

Investment Rating - The report maintains a "Positive" outlook on the shipping industry, highlighting strong performance in the sector despite seasonal challenges [4]. Core Insights - The shipbuilding sector is expected to show significant earnings growth, with Su Mei Da's Q4 net profit forecasted at 2.5 billion, a year-on-year increase of 71%, driven by strong contributions from shipbuilding and power generation [5]. - The shipping market continues to experience robust demand, with one-year charter rates for VLCCs rising by 2.8% to $64,000 per day, and Cape rates increasing by 8.4% to $28,700 per day [5]. - The report emphasizes the ongoing volatility in oil transportation rates, with VLCC rates experiencing a 62% increase in a single day due to supply-demand imbalances and geopolitical tensions [5]. - The dry bulk shipping market is also showing resilience, with the BDI index rising by 21.9% week-on-week, driven by strong demand from Australia and Brazil [5]. Summary by Sections Shipbuilding Sector - Su Mei Da's Q4 net profit is projected at 2.5 billion, up 71% year-on-year, exceeding expectations [5]. - ST Songfa's Q4 net profit is estimated between 11-14 million, with a net profit margin of 14%, reflecting a 1.6 percentage point increase from Q3 [5]. - Attention is drawn to China Shipbuilding's upcoming full consolidation of assets and the release of high-priced orders in Q1 2026 [5]. Shipping Market - The report notes a continued upward trend in shipping rates, with VLCC rates increasing by 2.8% and Cape rates by 8.4% [5]. - The VLCC average rate rose by 16% week-on-week, reaching $122,326 per day, with Middle East to Far East rates dropping by 25% [5]. - The report highlights the impact of geopolitical tensions on oil transportation, particularly in the context of the Ukraine conflict [5]. Dry Bulk Shipping - The BDI index recorded a 21.9% increase, with Capesize rates rising by 35.8% to $31,809 per day [5]. - Strong demand from Australia and Brazil is noted, with limited supply contributing to higher rates [5]. Air Transportation - The report indicates a significant opportunity for airlines due to rising passenger volumes and historical high load factors, suggesting a potential "golden era" for the industry [5]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch [5]. Express Delivery - The report anticipates uncertainty in the express delivery sector due to fluctuating demand and industry self-regulation policies, but notes that leading companies like Zhongtong Express and YTO Express are expected to maintain their market share and profitability [5]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are showing resilience, with recent data indicating a slight decline in volumes but overall stability [5]. - The report suggests that high dividend investment themes and potential value management catalysts in the highway sector are worth monitoring [5].

智通财经APP讯，湾区发展(00737)发布公告，2025年12月，广深高速公路、广珠西线高速公路及沿江高 速公路(深圳段)月总路费收入分别为约2.52亿元、1.06亿元及7575.8万元。其中，广深高速公路月总路费 收入同比减少2%，广珠西线高速公路月总路费收入同比增加0.5%，沿江高速公路(深圳段)月总路费收 入同比减少3%。 ...