Group 1 - The company held a semi-annual performance briefing on August 27, 2025, to communicate with investors regarding their concerns [1][2] - The meeting was attended by key executives including the president, independent director, CFO, and board secretary, who addressed common investor inquiries [1][2] Group 2 - As of the end of the first half of 2025, the company owns 9 vessels and has 4 chartered flexible vessels, with a total controllable capacity of approximately 1 million deadweight tons [2] - The company reported a revenue of 675 million yuan and a net profit attributable to shareholders of 71 million yuan for the first half of 2025 [2] - The company aims to enhance its shipping business profitability through a dual-engine development strategy of "shipping + trade," focusing on high-profit routes and refined management [2]

Group 1 - The Tianjin Free Trade Zone concept declined by 3.49%, ranking among the top declines in concept sectors as of the market close on August 27 [1] - Major companies within the sector that experienced significant declines include HNA Technology, Jiuan Medical, and Hengyin Technology [1] - The sector saw a net outflow of 601 million yuan from main funds, with 14 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 30 million yuan [1] Group 2 - Jiuan Medical had the highest net outflow of main funds at 171.71 million yuan, followed by HNA Technology and Hengyin Technology with outflows of 112.54 million yuan and 80.79 million yuan, respectively [1] - The trading volume for Jiuan Medical was 5.99%, while HNA Technology had a turnover rate of 3.86% [1] - Other companies in the outflow list include Tianbao Infrastructure and Tianjin Port, with respective net outflows of 56.06 million yuan and 42.78 million yuan [1]

Market Overview - The shipping and port sector experienced a decline of 2.01% on August 27, with HNA Technology leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - HNA Technology saw a significant drop of 6.56%, closing at 4.27 [2] - Other notable declines included Phoenix Shipping at -3.44% and COSCO Energy at -3.06% [2] - The trading volume and turnover for various stocks in the shipping and port sector were reported, with Guangzhou Port trading 38.89 million shares and a turnover of 1.33 billion [1] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 1.224 billion from institutional investors, while retail investors saw a net inflow of 902 million [2] - Specific stocks like Guangzhou Port and Bohai Ferry had varying net inflows and outflows from different investor categories, indicating mixed investor sentiment [3]

Core Insights - The shipping and port sector experienced a slight increase of 0.09% on August 26, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Bohai Ferry (603167) closed at 10.70, up 2.49% with a trading volume of 178,900 shares and a turnover of 190 million yuan [1] - Xiamen Port Authority (000905) closed at 8.97, up 2.28% with a trading volume of 328,500 shares and a turnover of 293 million yuan [1] - Straits Shares (002320) closed at 8.49, up 2.17% with a trading volume of 565,600 shares and a turnover of 479 million yuan [1] - Other notable performers include Zhonggu Logistics (603565) and Jinjiang Shipping (601083), with increases of 1.15% and 0.97% respectively [1] Capital Flow - The shipping and port sector saw a net outflow of 64.35 million yuan from institutional investors, while retail investors contributed a net inflow of 166.7 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Straits Shares (002320) had a net inflow of 62.51 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Bohai Ferry (603167) experienced a net inflow of 18 million yuan from institutional investors, with outflows from speculative investors [3] - Other stocks like Tianjin Port (600717) and Tangshan Port (601000) also showed significant net inflows from institutional investors, indicating potential interest in these stocks [3]

Group 1 - The company will participate in the "2025 Tianjin Listed Companies Investor Online Reception Day" to enhance communication with investors [1] - The event will be held online on September 11, 2025, from 15:00 to 17:00 [1] - Company executives will discuss performance, governance, development strategy, and operational status during the event [1]

Group 1 - The company, HNA Technology Co., Ltd., will participate in the "2025 Tianjin Listed Companies Investor Online Collective Reception Day" to enhance communication with investors [1] - The event will be held online, allowing investors to join via the "Panorama Roadshow" website, WeChat public account, or the Panorama Roadshow APP [1] - The event is scheduled for September 11, 2025, at 15:00, and aims to address investor concerns and facilitate interaction [1]

Core Insights - The shipping and port sector experienced a rise of 0.67% on August 22, with China Merchants Energy leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Sector Performance - China Merchants Energy (601872) closed at 6.59, with a gain of 6.12% and a trading volume of 2.27 million shares, amounting to a transaction value of 1.485 billion [1] - COSCO Shipping Energy (600026) closed at 10.79, up 5.58%, with a trading volume of 1.39 million shares [1] - Tianjin Port Development (600717) closed at 5.25, gaining 3.75% with a trading volume of 1.04 million shares [1] - Other notable performers include China Merchants South Oil (601975) with a 2.75% increase and Guangzhou Port (601228) with a 1.48% increase [1] Fund Flow Analysis - The shipping and port sector saw a net inflow of 71.94 million in institutional funds, while retail funds experienced a net inflow of 146 million [2] - However, speculative funds recorded a net outflow of 218 million [2]

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。 证券代码：600751 900938 证券简称：海航科技 海科B 编号：临2025-035 海航科技股份有限公司 关于参加2025年天津辖区上市公司 投资者网上集体接待日活动的公告 特此公告。 海航科技股份有限公司董事会 2025 年 8 月 23 日 为进一步加强与投资者的沟通交流，海航科技股份有限公司（以下简称 "公司"）将参加由天津证监局指导、天津上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年天津辖区上市公司投资者网上集体接待日"活动，现 将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路 演 APP，参与本次互动交流。活动时间为 2025 年 9 月 11 日（周四）15:00- 17:00，届时公司高管将在线就公司业绩、公司治理、发展战略、经营状况等投 资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 4.64 | -1.28% | 58.79万 | 2.76亿 | | 002320 | 海峡股份 | 8.36 | -1.18% | 35.74万 | 3.00亿 | | 603565 | 中谷物流 | 10.50 | -0.94% | 11.28万 | 1.19亿 | | 601975 | 招商南油 | 2.91 | -0.34% | 150.27万 | 4.36亿 | | 600428 | 中远海特 | 6.64 | -0.30% | 24.11万 | 1.60亿 | | 001205 | 盛航股份 | 16.60 | -0.18% | 3.03万 | 5024.97万 | | 603209 | 兴通股份 | 15.53 | -0.13% | 5.11万 | 7943.79万 | | 001872 | 招商港口 | 20.80 | -0.10% | 2.70万 | 5614.61万 | | 600179 | 安通 ...

Core Viewpoint - HNA Technology reported a significant increase in revenue but a decline in net profit for the first half of 2025, indicating challenges in profitability despite growth in sales [1] Financial Performance Summary - Total revenue for H1 2025 reached 675 million yuan, a year-on-year increase of 30.1% compared to 519 million yuan in H1 2024 [1] - Net profit attributable to shareholders was 71.5 million yuan, down 23.89% from 93.9 million yuan in the previous year [1] - The gross margin decreased to 4.67%, a drop of 40.29% from 7.83% in the previous year [1] - The net profit margin also fell to 10.58%, down 41.55% from 18.11% [1] - Operating cash flow per share turned negative at -0.03 yuan, a decline of 168.47% from 0.04 yuan [1] Changes in Key Financial Metrics - Accounts receivable increased by 328.72% to 38.35 million yuan due to growth in trade business [2] - Short-term borrowings rose by 84.43%, attributed to increased internal transactions [5] - The company’s total liabilities decreased slightly by 6.34% to 1.11 billion yuan [1] Business Strategy and Future Outlook - The company aims to maintain a "shipping + trade" dual-driven strategy, focusing on improving operational efficiency in shipping while expanding trade business [3] - Plans to enhance asset returns through the revitalization of owned properties, including hotel operations [3] - The shipping business generated 562 million yuan in revenue for 2024, reflecting a 48.95% increase, with a gross margin of 11.93% [4] Cash Flow and Financial Health - The company has a healthy cash position, but the operating cash flow has been negative for the past three years, raising concerns about liquidity [5] - Financial expenses have been increasing, with a notable decrease in interest income impacting overall financial performance [5]