证券代码：600751 900938 证券简称：海航科技 海科 B 编号：临 2025-042 海航科技股份有限公司 关于诉讼进展暨结案的提示性公告 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。 近日，海航科技股份有限公司（以下简称"公司"）收到海南省第一中级 人民法院作出的（2025）琼 96 执恢 225 号《结案通知书》，现公告如下： 二、进展情况 近日，海南省第一中级人民法院作出（2025）琼 96 执恢 225 号《结案通知 书》，执行中，双方当事人达成执行和解主动履行完毕。至此，被执行人已依 判决并按照申请执行人的要求履行全部义务，海南省高级人民法院（2023）琼 民终 449 号民事判决的内容当事人达成和解履行完毕，予以结案。 公司指定信息披露刊物为《中国证券报》《上海证券报》《证券时报》 《证券日报》《大公报》，及上海证券交易所网站（http://www.sse.com.cn）， 有关信息披露及公告内容以上述指定媒体为准。敬请广大投资者理性投资，注 意投资风险。 特此公告。 一、基本情况 2024 年 9 月 ...

Core Viewpoint - HNA Technology (600751) experienced a trading halt today, with a turnover rate of 4.37% and a transaction amount of 547 million yuan, indicating significant market activity and interest in the stock [1] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to a price deviation of 9.59%, with a net purchase of 15.546 million yuan from the Shanghai-Hong Kong Stock Connect [1] - The top five trading departments accounted for a total transaction amount of 182 million yuan, with a net purchase of 73.4407 million yuan [1] - The leading buying department was the Shanghai-Hong Kong Stock Connect, which had a buying amount of 40.7723 million yuan and a selling amount of 25.2264 million yuan, resulting in a net purchase of 15.546 million yuan [1] Fund Flow - The stock saw a net inflow of 140 million yuan from major funds today, with a significant inflow of 136 million yuan from large orders [2] - Over the past five days, the net inflow of major funds totaled 99.3992 million yuan [2] Margin Trading Data - As of November 7, the stock's margin trading balance was 833 million yuan, with a financing balance of 831 million yuan and a securities lending balance of 2.0612 million yuan [2] - The financing balance increased by 44.7648 million yuan over the past five days, representing a growth of 5.70% [2] Financial Performance - According to the third-quarter report released on October 31, the company achieved an operating income of 1.046 billion yuan, a year-on-year increase of 25.06%, while the net profit was 96.8356 million yuan, reflecting a year-on-year decline of 13.29% [2]

Core Insights - The shipping and port sector saw a 0.3% increase on November 10, with HNA Technology 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] Shipping and Port Sector Performance - HNA Technology (600751) closed at 4.90, up 10.11% with a trading volume of 1,124,500 shares [1] - Phoenix Shipping (000520) closed at 4.90, up 6.29% with a trading volume of 784,800 shares [1] - Haitong Development (603162) closed at 11.43, up 3.16% with a trading volume of 316,500 shares [1] - Shanghai Port Group (600018) closed at 5.72, up 1.78% with a trading volume of 474,700 shares [1] - Other notable performers include Qinhuangdao Port (601326) and Ningbo Port (601018), both showing slight increases [1] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 223 million yuan from institutional investors, while retail investors saw a net inflow of 316 million yuan [2] - HNA Technology had a significant net inflow of 1.25 billion yuan from institutional investors, despite a net outflow from retail and speculative investors [3] - Phoenix Shipping and Haitong Development also saw mixed capital flows, with institutional inflows but outflows from retail investors [3]

Core Insights - The Tianjin Free Trade Zone concept rose by 2.97%, ranking fourth among concept sectors, with 13 stocks increasing, including HNA Technology, Haitai Development, and Jiuan Medical reaching their daily limit [1][2] - The leading gainers in the sector were Guifaxiang, Tianbao Infrastructure, and Tianjin Plating, which increased by 4.98%, 2.47%, and 2.01% respectively [1][2] - The sector experienced a net inflow of 570 million yuan, with Jiuan Medical receiving the highest net inflow of 338 million yuan [2][3] Sector Performance - The Tianjin Free Trade Zone concept was among the top-performing sectors, with a daily increase of 2.97% [2] - Other notable sectors included Dairy (4.36%), Cultivated Diamonds (3.46%), and Baijiu (3.01%) [2] - The sector's performance was contrasted by declines in sectors such as Tonghuashun Fruit Index (-1.56%) and Wireless Charging (-1.26%) [2] Stock Performance - Jiuan Medical led the net inflow with 338 million yuan and a daily increase of 10% [3] - HNA Technology and Haitai Development also saw significant inflows of 140 million yuan and 59.4 million yuan, with respective daily increases of 10.11% and 10.02% [3] - The stocks with the highest net inflow ratios included HNA Technology (25.53%), Haitai Development (19.86%), and Jiuan Medical (19.06%) [3]

Market Overview - The Shanghai Composite Index closed at 4018.60 points, above the five-day moving average, with a gain of 0.53% [1] - The total trading volume of A-shares reached 2,194.371 billion yuan [1] Stocks Performance - A total of 1,028 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jindike (金迪克) with a deviation rate of 13.94% and a daily increase of 20.01% [1] - Online and Offline (线上线下) with a deviation rate of 11.70% and a daily increase of 20.00% [1] - Taipeng Intelligent (泰鹏智能) with a deviation rate of 10.05% and a daily increase of 13.62% [1] Additional Stocks with Notable Performance - Other stocks with notable performance include: - Zhongfutong (中富通) with a daily increase of 12.67% and a deviation rate of 8.54% [1] - Peking University Pharmaceutical (北大医药) with a daily increase of 10.02% and a deviation rate of 7.89% [1] - Dike Co., Ltd. (帝科股份) with a daily increase of 10.95% and a deviation rate of 7.85% [1] Summary of Deviation Rates - The report includes a detailed ranking of stocks based on their deviation rates from the five-day moving average, highlighting both high and low performers [1][2]

Core Viewpoint - The announcement from the Ministry of Transport regarding the suspension of special port fees for U.S. vessels and the USTR's decision to pause the 301 investigation into China's maritime, logistics, and shipbuilding industries are expected to reduce trade friction and boost market confidence, leading to a recovery in booking volumes on China-U.S. shipping routes [1]. Group 1: Market Performance - On November 10, the Transportation ETF (159666) rose by 1.45%, with HNA Technology hitting the daily limit, and stocks such as Xiamen Port Authority, Shanghai Port Group, and Liaoning Port Group showing strong performance [1]. - The Transportation ETF and its linked funds (019405/019404) are the only ETFs tracking the CSI Transportation Index, reflecting the overall performance of listed companies in the transportation sector in A-shares [1]. Group 2: Industry Impact - The suspension of tariffs and port fee exemptions is expected to eliminate uncertainties in trade friction, enhancing the stability of global supply chains and improving market sentiment [1]. - Companies within the transportation sector are characterized by high dividends, low valuations, and stable performance, covering logistics, railways, highways, shipping ports, and airports [1].

Core Viewpoint - The shipping and port sector experienced a notable increase in stock prices, indicating positive market sentiment and potential growth opportunities in the industry [2]. Group 1: Stock Performance - Hainan Airlines Technology reached the daily limit up, reflecting strong investor interest and confidence in the company [2]. - Phoenix Shipping saw a rise of over 5%, suggesting a positive trend in its stock performance [2]. - Other companies in the sector, including Haitong Development, Nanjing Port, COSCO Shipping Specialized, and Ningbo Port, also experienced upward movements in their stock prices, indicating a broader rally in the shipping and port industry [2].

Group 1 - The core viewpoint of the article highlights the positive impact of the reduction in tariffs and the suspension of port fees between China and the U.S., which is expected to lower trade costs and boost shipping demand [1] - The transportation ETF (159666) rose by 0.87%, with notable stock performances including HNA Technology hitting the daily limit and Haikou Group increasing by over 7% [1] - CITIC Securities pointed out that the suspension of tariffs and port fee exemptions has eliminated uncertainties in trade friction, leading to a rebound in booking volumes on China-U.S. shipping routes and an overall restoration of market confidence [1] Group 2 - The transportation ETF (159666) and its linked funds (019405/019404) are the only ETFs tracking the CSI All Share Transportation Index, reflecting the overall performance of listed companies in the transportation sector in the A-share market [1] - The transportation sector includes companies with characteristics such as high dividends, low valuations, and stable performance, covering logistics, railways, highways, shipping ports, and airports [1] - The article emphasizes the enhanced expectations for global supply chain stability due to the recent developments in trade relations [1]

Core Insights - HNA Technology (600751) reported a net financing purchase of 781,800 yuan on November 5, 2025, with a total financing balance of 839 million yuan, indicating a continuous net purchase trend over the past three trading days totaling 52.69 million yuan [1][4]. Financing Activity - On November 5, 2025, the net financing purchase was 781,800 yuan, with a financing balance of 839 million yuan, representing 7.26% of the circulating market value [2]. - The previous trading days showed a net financing purchase of 11.76 million yuan on November 4 and 40.16 million yuan on November 3, while there were net financing repayments on October 30 and 31 [2]. - The total financing balance increased by 0.09% from the previous day, reaching 841 million yuan [4]. Margin Trading - On November 5, 2025, there were 9,700 shares sold short, with a margin balance of 2.09 million yuan and a remaining short position of 466,200 shares [3]. - The margin trading activity showed fluctuations, with a net short sale of 14,100 shares on November 3 and a net buy of 6,200 shares on October 31 [3]. Overall Margin Balance - The total margin balance reached 841 million yuan on November 5, 2025, reflecting a slight increase of 77,520 yuan from the previous day [4]. - The margin balance had previously increased by 11.71 million yuan on November 4 and 40.25 million yuan on November 3, indicating a generally positive trend in margin trading [4].

Core Viewpoint - HNA Technology clarified that its main business involves dry bulk shipping and commodity trading, and it does not engage in blockchain or stablecoin activities [2] Company Summary - HNA Technology's primary operations focus on dry bulk shipping and commodity trading [2] - The company has no involvement in blockchain technology or stablecoin business [2]