Investment Rating - The report maintains an "Overweight" rating for the transportation sector [5] Core Views - OPEC+ has accelerated production, which is expected to boost oil transportation demand. The organization agreed to increase oil production by 411,000 barrels per day for the third consecutive month, which is three times the planned increase from March. This increase is partly due to non-compliance by major member countries and aims to counteract the low oil prices affecting U.S. shale oil production [1] - The demand for oil transportation is likely to continue rising due to stricter sanctions on Russia and Iran's shadow fleets, alongside OPEC+'s strong willingness to increase production [1] - The shipping rates for the U.S. routes have surged due to easing trade conflicts and seasonal demand, with significant increases in average freight rates for both the West and East U.S. routes [2] Summary by Sections 1. Market Overview - The transportation sector's performance over the past five trading days showed a slight decline in major indices, while the transportation sector itself increased by 1.5%, ranking 10th among all sectors [3][8] - All sub-sectors within transportation experienced gains, with the highest increases seen in public transport (+7.51%), express delivery (+3.47%), and highways (+2.34%) [9][10] 2. Oil Transportation - As of May 30, 2025, the BDTI index was at 922 points, reflecting a 4.2% decrease from the previous week. VLCC rates were reported at $33,831 per day, down 18.7% week-on-week [15] - The global oil tanker capacity reached 463.26 million DWT, showing a year-on-year increase of 0.26% [27] 3. Container Shipping - The SCFI index averaged 2073 points as of May 30, 2025, marking a 30.7% increase. The average freight rates for the West U.S. and East U.S. routes were $5,172 and $6,243 per FEU, respectively, with increases of 57.9% and 45.7% [30] 4. Air Transportation - In April 2025, domestic passenger traffic in China reached 54.52 million, a year-on-year increase of 7.2%. International passenger traffic was 6.41 million, up 25.9% [56] - Major airports like Baiyun, Pudong, and Shenzhen reported significant increases in passenger throughput, with Baiyun Airport seeing a 26.3% year-on-year increase [65] 5. Express Delivery - In April 2025, the volume of express delivery services reached 16.3 billion pieces, a 19.1% increase year-on-year, while revenue was 121.3 billion yuan, up 10.8% [70] 6. Rail and Road Transportation - In April 2025, railway freight turnover was 3,019 billion ton-kilometers, up 8.4% year-on-year, while road freight turnover was 6,886 billion ton-kilometers, reflecting a 2.8% increase [80][82]

*ST庚星再度涨停，6个交易日内录得4个涨停，累计涨幅为18.00%，累计换手率为13.32%。截至9:37， 该股今日成交量173.62万股，成交金额1189.30万元，换手率0.75%。最新A股总市值达16.01亿元。 龙虎榜数据显示，该股因连续三个交易日内，收盘价涨幅偏离值累计达到12%的ST证券、*ST证券上榜 龙虎榜1次，买卖居前营业部中，营业部席位合计净卖出162.40万元。 4月26日公司发布的一季报数据显示，一季度公司共实现营业总收入0.83亿元，同比下降53.42%，实现 净利润-153.07万元，同比增长92.06%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.30 | -1.34 | 2.96 | -544.34 | | 2025.05.29 | -1.47 | 4.63 | -671.08 | | 2025.05.28 | 4.93 | 2.63 | 424.77 | | 2025.05.27 | 5.02 | 1.61 | -389.87 | | 2 ...

Group 1: Share Buybacks and Investments - China Communications Construction Company plans to repurchase shares worth between 500 million to 1 billion yuan, with a maximum repurchase price of 13.58 yuan per share [6] - Yingtan Technology intends to adjust the upper limit of its share repurchase price from 38 yuan to 65.04 yuan per share due to recent stock price increases [3] - Zhongjian Technology is set to invest 1.402 billion yuan in a high-performance carbon fiber product project, aiming for an annual production capacity of 2,000 tons [13] Group 2: Mergers and Acquisitions - Zhejiang Longsheng plans to acquire a 37.57% stake in its subsidiary, Desida, for 697 million USD, aiming to resolve litigation issues and consolidate ownership [9] - Bohai Automotive intends to purchase equity stakes in several companies, with its stock set to be suspended from trading starting June 3, 2025, for up to 10 trading days [4] Group 3: Regulatory and Compliance Issues - Aerospace Morningstar has been suspended from participating in military procurement activities due to reported violations [2] - ST Baili received an administrative penalty notice from the Hunan Securities Regulatory Bureau for failing to disclose non-operating fund occupation matters, facing fines totaling 4 million yuan [8] - Jinfu Technology has also received an administrative penalty notice for falsely reporting revenue, with proposed fines totaling 7.5 million yuan [12] Group 4: New Listings and Stock Changes - Jiewate has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange, pending regulatory approvals [4] - ST Gengxing will change its stock name to ST Haiqin starting June 6, 2025, while maintaining its stock code [5]

证券代码：600753 证券简称：*ST 庚星 公告编号：2025-050 福建海钦能源集团股份有限公司 关于公司证券简称变更实施公告 二、公司证券简称变更的原因 公司于 2025 年 4 月 28 日召开了 2025 年第二次临时股东大会，审议通过了《关 于变更公司名称暨修订<公司章程>的议案》，同意将公司名称由"庚星能源集团股 份有限公司"变更为"福建海钦能源集团股份有限公司"。公司已完成公司名称的 工商变更登记，并取得了福州市市场监督管理局换发的营业执照，详情请参见公 司于 2025 年 5 月 16 日刊载于上海证券交易所网站（www.sse.com.cn）的《关于 完成公司名称工商变更登记的公告》（公告编号：2025-044）。 为了更加准确地反映公司的实际经营情况及进一步明确公司战略定位，同时 变更后的股票证券简称：*ST 海钦，股票证券代码"600753"保持不变。 证券简称变更日期：2025 年 6 月 6 日 使公司证券简称与公司名称保持一致，公司拟将证券简称由"庚星股份（*ST 庚星）" 变更为"海钦股份（*ST 海钦）"，公司证券代码"600753"保持不变。 三、公司证券简称变更的实施 ...

证券代码：600753 证券简称：*ST 庚星 编号：2025-049 福建海钦能源集团股份有限公司 股票交易异常波动公告 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。 重要内容提示： 福建海钦能源集团股份有限公司（以下简称"公司"）股票交易连续三个交 易日内收盘价格涨幅偏离值累计超过 12%，属于股票交易异常波动。 公司 2024 年度经审计的扣除非经常性损益前后的净利润均为负值，且扣除 与主营业务无关的业务收入和不具备商业实质的收入后的营业收入低于 3 亿元；2024 年度经审计的期末净资产为负值，公司股票已被上海证券交易所实施退市风险警示。 敬请广大投资者注意投资风险。 公司股票交易连续三个交易日（2025 年 5 月 26 日、5 月 27 日、5 月 28 日）内 收盘价格涨幅偏离值累计超过 12%，根据《上海证券交易所交易规则》的相关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 公司最近连续 3 个会计年度扣除非经常性损益前后净利润孰低者均为负值， 且最近一个会计年度财务会计报告的审计报 ...

【要闻报道】 英伟达拟再推"中国特供"芯片 据参考消息援引新加坡《联合早报》网站5月25日引述路透社消息报道，美国芯片巨头英伟达据报将为 中国市场推出一款基于Blackwell架构的人工智能（AI）芯片，售价将大幅低于先前的H20芯片，预计最 快于6月开始量产。 报道称，这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明显 低于H20的定价。较低的售价通常意味着芯片规格相对较弱，制造工艺也更为简化。 点评：这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。美国政府日前禁止英伟达 向中国销售基于Hopper架构的H20芯片。 特朗普威胁50%关税两天后改口：恢复与欧盟贸易谈判窗口期 美国总统特朗普在与欧盟委员会主席冯德莱恩通电话后表示，他将把欧盟面临50%关税的最后期限延长 至7月9日。 特朗普当地时间周日在返回华盛顿的途中对记者说："我们进行了一次非常愉快的通话，我同意将它撤 回。" 冯德莱恩稍早前在X上发文称，"欧洲已准备好迅速、果断地推进谈判"，但"达成一项好的协议需要时 间，直到7月9日"。那是特朗普暂停所谓对等关税90天的截止日。 点评：这次 ...

福建海钦能源集团股份有限公司 关于重大诉讼进展及累计诉讼、仲裁进展的公告 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。 证券代码：600753 证券简称：*ST 庚星 编号：2025-048 重要内容提示： 对上市公司的影响：鉴于本次重大诉讼尚未执行完毕，调解结果对福建海 钦能源集团股份有限公司（以下简称"公司"）本期利润的影响需结合执行情况确 定，公司将依据企业会计准则的要求和实际情况进行相应的会计处理，最终影响 金额以经会计师事务所审计确认后的结果为准。 公司全资子公司宁波星庚供应链管理有限公司（以下简称"宁波星庚"）于 2025 年 5 月 23 日收到宁波市北仑区人民法院出具的《民事调解书【（2025）浙 0206 民初 5270 号】》等，现将情况公告如下： 一、重大诉讼进展情况 （一）本次重大诉讼的基本情况 公司全资子公司宁波星庚因买卖合同纠纷，于 2025 年 3 月 11 日起诉山西潞 安矿业（集团）张家港国际贸易有限公司，宁波市北仑区人民法院于 2025 年 3 月 14 日受理本案（案号：（2025 ...

Company Announcements - Weir Shares plans to issue H-shares and list on the Hong Kong Stock Exchange to accelerate international strategy and enhance overseas financing capabilities [1] - Zhongjin Gold's controlling shareholder plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues [2] - Hanchuan Intelligent has filed a lawsuit against CATL and its subsidiaries for approximately 60.88 million yuan due to payment defaults [2] - Yunnan Copper intends to acquire a 40% stake in Liangshan Mining, with stock resuming trading on May 26 [3] - China Shenhua plans to acquire a 7.43% stake in China Energy Group Financial Company for 2.929 billion yuan [3] - Dike Co. intends to acquire 60% of Zhejiang Suote for 696 million yuan to control the Solamet photovoltaic silver paste business [4] - Jin Hua Co.'s chairman is under investigation for information disclosure violations, but it will not affect the company's operations [4] Financing and Investments - Heng Rui Pharmaceutical's H-shares will be listed on May 23, 2025, with a total issuance of 225 million shares at a price of 44.05 HKD per share [23] - Ningde Times' investment fund has increased to 10.128 billion yuan, with the company's stake reduced to 6.91% [8] - Intercontinental Oil and Gas expects to invest approximately 848 million USD in the Iraq South Basra project [9] - Keli Yuan plans to invest an additional 500 million yuan in a storage industry fund, increasing its total investment to 700 million yuan [10] Project Bids and Contracts - China Communications has won important rail transit projects totaling approximately 3.789 billion yuan [22] - Anhui Construction has received multiple project bids totaling over 2 billion yuan [22] Operational Updates - Zijin Mining's Kamoa-Kakula copper mine has suspended some underground mining operations due to seismic activity, potentially impacting future production [21] - Shaanxi Natural Gas will reduce pipeline transportation prices by 0.0386 yuan per cubic meter, expected to decrease net profit by approximately 222 million yuan in 2025 [20]

Core Viewpoint - The company is facing significant financial challenges, with a substantial net loss and a decrease in total assets, leading to a negative net asset position. The company is undergoing strategic adjustments to improve its operational efficiency and financial stability [5][20]. Meeting Agenda - The annual shareholder meeting is scheduled for June 4, 2025, with a detailed agenda including the review of various proposals and reports [1][4]. Financial Performance - The company reported a revenue of 410,090,853.45 yuan for 2024, a decrease of 49.87% year-on-year. The net loss attributable to shareholders was -235,552,276.26 yuan, which is an increase in loss of 184,056,932.93 yuan compared to the previous year [5][16]. - Total assets decreased by 64.82% to 162,003,552.78 yuan, and the net assets attributable to shareholders were -3,439,609.78 yuan, a reduction of 101.46% from the beginning of the year [5][16]. Strategic Adjustments - The company is transitioning from a focus on coal supply chain operations to a more sustainable model centered on liquefied petroleum gas (LPG) distribution, aiming to enhance profitability and operational stability [6][21]. - The management has implemented cost-cutting measures, including reducing administrative expenses and optimizing resource allocation to improve financial performance [21]. Governance and Compliance - The board of directors has held multiple meetings to address governance issues, including the appointment of new directors and the establishment of various committees to enhance operational oversight [8][10]. - The company has emphasized the importance of compliance with legal and regulatory requirements, ensuring that all operations align with corporate governance standards [11][14]. Investor Relations - The company is committed to improving communication with investors, ensuring timely and accurate information disclosure to protect shareholder interests [12][14].

福建海钦能源集团股份有限公司 董事会专门委员会实施细则 （2025 年 5 月修订） 1 / 15 福建海钦能源集团股份有限公司 董事会审计委员会实施细则 第二章 人员组成 第三条 审计委员会成员为三名，应当为不在上市公司担任高级管理人员的 董事，其中独立董事应当过半数，并由独立董事中会计专业人士担任召集人。审 计委员会成员应当具备履行审计委员会工作职责的专业知识和经验。 第四条 审计委员会委员由董事长、二分之一以上独立董事或者全体董事的 三分之一提名，并由董事会选举产生或罢免。 第五条 审计委员会设主任委员（召集人）一名，由会计专业人士的独立董 事担任，负责主持委员会工作；主任委员在委员内选举，并报请董事会批准产生。 第六条 审计委员会任期与董事会任期一致，委员任期届满，连选可以连任。 期间如有委员不再担任公司董事职务，自动失去委员资格，并由委员会根据本实 施细则有关规定补足委员人数。 第一章 总 则 第一条 为强化福建海钦能源集团股份有限公司（以下简称"公司"或"上 市公司"）董事会决策功能，做到事前审计、专业审计，确保董事会对管理层的 有效监督，进一步完善公司治理结构，根据《中华人民共和国公司法》《上市 ...