Core Points - Guanghui Logistics (600603) announced that as of the date of the announcement, the total external guarantees provided by the company and its subsidiaries amounted to RMB 275,322.39 million, which represents 39.47% of the company's most recent audited net assets attributable to shareholders [1] Summary by Category - **Company Guarantees** - The total external guarantee balance is RMB 275,322.39 million [1] - This amount constitutes 39.47% of the company's latest audited net assets attributable to shareholders [1] - The company has confirmed that there are no overdue guarantees [1]

证券代码：600603 证券简称：广汇物流 公告编号：2025-079 广汇物流股份有限公司 关于公司向金谷信托申请信托融资 暨控股子公司为公司提供担保的公告 一、担保情况概述 （一）担保事项基本情况 因经营发展需要，公司向中国金谷国际信托有限责任公司（以下 简称"金谷信托"）（代表"金谷·今朝 38 号资金信托"，该信托 由中国信达资产管理股份有限公司新疆维吾尔自治区分公司出资不 超过 50,000 万元认购全部信托份额）申请信托融资，融资总额 50,000 万元。 公司控股股东新疆广汇实业投资（集团）有限责任公司（以下简 称"广汇集团"）以其持有的公司部分股票为本次信托融资提供质押 担保并提供连带责任保证担保，公司全资子公司四川广汇蜀信实业有 限公司（以下简称"四川蜀信"）、控股子公司新疆汇润兴疆房地产 1 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： 担保对象及基本情况 | 担保对象 | 被担保人名称 | 广汇物流股份有限公司（以下简称"上市公司"、"公司"） | | --- | --- | --- | ...

关于控股股东部分股份质押的公告 证券代码：600603 证券简称：广汇物流 公告编号：2025-080 广汇物流股份有限公司 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： 广汇物流股份有限公司（以下简称"公司"）控股股东新疆广 汇实业投资（集团）有限责任公司（以下简称"广汇集团"）及其一 致行动人新疆广汇化工建材有限责任公司（以下简称"广汇化建"） 共持有公司股份 601,297,829 股，占公司总股本 1,193,329,151 股的 50.39%。本次质押后，累计质押数量 170,000,000 股，占其所持有公 司股份总数的 28.27%，占公司总股本的 14.25%。 一、公司控股股东股份质押情况 公司于 2025 年 11 月 12 日获悉广汇集团所持本公司部分股份被 质押，具体情况如下： 1.本次股份质押基本情况 | | 是否 为控 | 本次质押股 | 是否 为限 | 是否 补充 | 质押起始日 | | 质押到期日 | 质权人 | 占其所 持股份 | 占公司 总股本 | 质押融资 | | --- ...

Core Viewpoint - Guanghui Logistics announced a trust financing application of 500 million yuan to Jingu Trust for operational development needs [1] Group 1: Financing Details - The controlling shareholder, Guanghui Group, will provide a pledge of part of its shares in the company as collateral and joint liability guarantee [1] - Fully-owned subsidiary Sichuan Shuxin and controlling subsidiary Huirun Xingjiang will provide mortgage guarantees [1] - Sichuan Shuxin and related party Wancai Investment will pledge 60% and 40% of their holdings in Huirun Xingjiang, respectively, as collateral [1] Group 2: Approval and Current Guarantees - The guarantee matters have been approved in relevant meetings, and the new 500 million yuan guarantee will be adjusted from the existing guarantee quota for the Hongnao Railway [1] - As of the announcement date, the company and its controlling subsidiaries have a total external guarantee balance of 2.753 billion yuan, which accounts for 39.47% of the most recent audited net assets attributable to the parent company, with no overdue guarantees reported [1]

Core Insights - The logistics sector experienced a rise of 1.44% on November 10, with *ST Yuanshang leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - *ST Yuanshang (603813) closed at 34.35, up 5.01% with a trading volume of 15,300 [1] - Guanghui Logistics (600603) closed at 7.80, up 3.59% with a trading volume of 288,600 [1] - Xiamen Xiangyu (600057) closed at 8.70, up 3.33% with a trading volume of 361,800 [1] - Jianshe Co. (600153) closed at 10.56, up 3.12% with a trading volume of 357,800 [1] - Milkewei (603713) closed at 61.84, up 3.00% with a trading volume of 29,200 [1] - Shentong Express (002468) closed at 15.54, up 2.57% with a trading volume of 247,800 [1] - Chuanhua Zhili (002010) closed at 6.29, up 2.44% with a trading volume of 415,600 [1] - YTO Express (600233) closed at 16.85, up 2.12% with a trading volume of 149,200 [1] - *ST Haiqin (600753) closed at 7.78, up 2.10% with a trading volume of 29,500 [1] - SF Holding (002352) closed at 40.80, up 2.05% with a trading volume of 362,500 [1] Capital Flow - The logistics sector saw a net inflow of 84.64 million yuan from main funds, while retail funds experienced a net outflow of 100 million yuan [2] - Retail investors contributed a net inflow of 15.74 million yuan [2] Individual Stock Capital Flow - SF Holding (002352) had a main fund net inflow of 1.15 million yuan, with retail net inflow of 15.41 million yuan [3] - Chuanhua Zhili (002010) saw a main fund net inflow of 28.29 million yuan, but retail funds had a net outflow of 13.33 million yuan [3] - Shanghai Yashi (603329) experienced a main fund net inflow of 20.30 million yuan, with a retail net outflow of 14.06 million yuan [3] - Guanghui Logistics (600603) had a main fund net inflow of 9.01 million yuan, with retail net outflow of 7.86 million yuan [3]

Core Points - Guanghui Logistics (600603) announced that the company does not have any overdue guarantee situations [1] Group 1 - The company confirmed the absence of overdue guarantees, indicating a stable financial position [1]

Group 1 - Guanghui Logistics announced that as of the date of the announcement, the total external guarantees by the company and its subsidiaries amounted to approximately 2.753 billion RMB, which represents 39.47% of the company's most recent audited net assets [1] - The company reported that there are no overdue guarantees [1] - As of the report date, Guanghui Logistics has a market capitalization of 9 billion RMB [1] Group 2 - For the first half of 2025, the revenue composition of Guanghui Logistics is as follows: energy logistics services accounted for 79.11%, real estate sales for 16.89%, logistics park operations for 3.7%, and factoring business for 0.3% [1]

广汇物流股份有限公司 证券代码：600603 证券简称：广汇物流 公告编号：2025-078 关于全资子公司为上市公司提供担保的公告 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法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 900 | 万元 | 广汇物流股份有限公司（以下简称"公司"） | | --- | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 900 | 万元 | | | | 是否在前期预计额度内 | ☑是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | ☑否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子公 | 275,322.39 | | 司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期经 | 39.47 | | 审计净资产的比例（%） | | | 特别风险提 ...

Market Overview - The logistics sector increased by 0.36% on November 6, with ST Xuefa leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Gainers in Logistics Sector - ST Xuefa (002485) closed at 4.94, up 5.11% with a trading volume of 89,700 shares and a turnover of 44.11 million yuan [1] - *ST Yuanshang (603813) closed at 31.15, up 4.95% with a trading volume of 9,205 shares and a turnover of 27.98 million yuan [1] - Jiayou International (603871) closed at 14.54, up 3.64% with a trading volume of 128,200 shares and a turnover of 186 million yuan [1] Top Losers in Logistics Sector - Xiamen Xiangyu (600057) closed at 8.39, down 3.12% with a trading volume of 489,700 shares and a turnover of 409 million yuan [2] - Huami Duhai (920351) closed at 26.55, down 2.82% with a trading volume of 23,000 shares and a turnover of 6.14 million yuan [2] - Changjiang Investment (600119) closed at 8.74, down 2.78% with a trading volume of 75,400 shares and a turnover of 6.60 million yuan [2] Capital Flow in Logistics Sector - The logistics sector experienced a net outflow of 94.34 million yuan from institutional investors, while retail investors saw a net inflow of 65.24 million yuan [2] - The main stocks with significant net inflows included SF Holding (002352) with 64.23 million yuan and Shanghai Yashi (603329) with 23.05 million yuan [3] Detailed Capital Flow Analysis - SF Holding (002352) had a main net inflow of 64.23 million yuan, but retail and speculative investors saw net outflows of 33.92 million yuan and 30.31 million yuan respectively [3] - Shanghai Yashi (603329) had a main net inflow of 23.05 million yuan, with retail investors experiencing a net outflow of 19.25 million yuan [3] - New Ning Logistics (300013) recorded a main net inflow of 18.31 million yuan, while retail investors had a net outflow of 12.91 million yuan [3]

Core Viewpoint - Guanghui Logistics has experienced a significant decline in stock price and financial performance, indicating potential challenges in its operational segments and market conditions [1][2]. Financial Performance - As of September 30, Guanghui Logistics reported a revenue of 2.051 billion yuan, a year-on-year decrease of 20.09%, and a net profit attributable to shareholders of 318 million yuan, down 24.55% year-on-year [2]. - The company's stock price has dropped 22.45% year-to-date, with a 5.09% decline over the last five trading days and a 16.93% drop over the last 20 days [1]. Stock Market Activity - On November 6, Guanghui Logistics' stock fell by 2.10%, trading at 7.46 yuan per share, with a total market capitalization of 8.902 billion yuan [1]. - The company has seen a net outflow of main funds amounting to 8.0775 million yuan, with significant selling pressure from large orders [1]. Shareholder Information - As of September 30, the number of shareholders increased to 19,000, with an average of 62,909 circulating shares per shareholder, a decrease of 3.06% from the previous period [2]. - The company has not distributed any dividends in the last three years, with a total payout of 1.343 billion yuan since its A-share listing [3]. Business Segments - Guanghui Logistics' main business revenue composition includes energy logistics services (79.11%), real estate sales (16.38%), logistics park operations (3.00%), and other minor segments [1]. - The company operates in the transportation and logistics sector, with involvement in cold chain logistics, smart logistics, and supply chain services [2].