证券之星消息，10月17日物流板块较上一交易日下跌1.6%，华光源海领跌。当日上证指数报收于 3839.76，下跌1.95%。深证成指报收于12688.94，下跌3.04%。物流板块个股涨跌见下表： 从资金流向上来看，当日物流板块主力资金净流出6.58亿元，游资资金净流入1.87亿元，散户资金净流入 4.71亿元。物流板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600755 厦门国贸 | | | 1531.42万 | 10.21% | -282.90万 | -1.89% | -1248.52万 | -8.33% | | 600153 建发股份 | | | 896.58万 | 4.92% | 603.63万 | 3.31% | -1500.21万 | -8.23% | | 600119 | 长江投资 | | 833.80万 | 9.61% | -250.41万 | -2. ...

证券代码：600755 证券简称：厦门国贸 公告编号：2025-59 厦门国贸集团股份有限公司 关于为子公司提供担保的公告 一、担保情况概述 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 | 亿元 1.80 | 厦门国贸同歆实业有限公司 | | | --- | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 25.04 | 亿元（不含本次） | | | | 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（亿元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（亿元） | 1,272.31 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 385.20 | | 产 特别风险提示（如有请勾 ...

Core Viewpoint - Xiamen International Trade has shifted its focus towards the health technology sector after divesting from real estate, aiming to accelerate its development through mergers and acquisitions in the healthcare technology field [1][4]. Financial Performance - In the first half of 2025, Xiamen International Trade reported a revenue of 151.66 billion, a year-on-year decrease of 22.31%, and a net profit attributable to shareholders of 5.23 billion, down 37.62% [2][3]. - The supply chain management business generated 151.09 billion in revenue, with a gross margin of 1.26%, reflecting a 22.36% decline year-on-year [2][3]. - Other business segments contributed 0.24 billion in revenue, with a gross margin of 15.52%, marking a 57.57% decrease year-on-year [2][3]. - The health technology segment achieved a revenue of 5.44 billion, with a gross margin of 39.63%, down 2.62% year-on-year [2][5]. Business Strategy - The health technology segment focuses on medical devices, particularly in minimally invasive surgery, and aims to create a comprehensive service platform centered on supply chain distribution [4][5]. - The company is enhancing its elderly care services, emphasizing community and home-based care, and is developing an integrated service system that includes medical, health, and rehabilitation services [4]. - As the sole authorized health data operator for the Xiamen government, the company is building a medical big data technology platform to serve various stakeholders [4]. Recent Developments - In June 2023, Xiamen International Trade acquired Beijing Paiter Medical Technology Co., which specializes in minimally invasive surgical solutions, contributing to the health technology segment's revenue growth [5]. - Paiter Medical reported a revenue of 5.84 billion in 2024 and 2.62 billion in the first half of 2025, with net profits of 910.22 million and 556.60 million respectively [5].

【导读】厦门国贸旗下私募正式完成备案，原公募老将董晓亮担任 法定代表人 中国基金报记者 吴君 近日，中国证券投资基金业协会（以下简称协会）网站信息显示，国贸创领（上海）私募基 金管理有限公司（以下简称国贸创领私募）已于今年 9 月 30 日正式完成私募基金管理人登 记。该公司由厦门国贸资本集团有限公司（以下简称厦门国贸资本）控股，公司法定代表人 由原公募基金总经理、拥有近 30 年金融从业经验的董晓亮出任。 具体来看，国贸创领私募成立于 2023 年 7 月 25 日，注册资本为 2000 万元，注册于上海 嘉定，办公地位于闵行，目前有 8 名全职员工。该公司于 2025 年 9 月 30 日完成私募管理 人备案登记，机构类型是私募股权、创业投资基金管理人。 国贸创领私募的股东是厦门国贸资本、国贸创领（上海）投资有限公司（以下简称国贸创 领），分别持股 51% 、 49% 。厦门国贸资本是厦门国贸控股集团有限公司的全资子公司， 背后实控人是厦门市国资委。 值得注意的是，国贸创领私募法定代表人董晓亮，是一位有着近 30 年金融从业经验的老将， 职业生涯足迹遍布期货、证券、基金等多个领域，曾任多个金融机构的总经理 ...

Core Insights - The company reported that its import business generated revenue that accounts for approximately 10% to 15% of its total annual revenue over the past three years [1] Group 1 - The company has been actively engaging with investors regarding its financial performance [1] - The import business has shown a consistent contribution to the company's overall revenue [1]

厦门国贸（600755.SH）9月25日在投资者互动平台表示，公司未直接投资摩尔线程。根据摩尔线程公 开信息显示，持有摩尔线程0.67%股份的"厦门国贸"为厦门国贸产业发展股权投资基金合伙企业（有限 合伙）的简称。该基金为公司参与投资的项目。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司下属基金是否参股摩尔线程？ ...

Core Viewpoint - The recent auction of a residential land parcel in Chengdu's Jinjiang District has set a new record for starting floor prices, indicating strong demand in the local real estate market [3][10]. Group 1: Auction Details - A residential land parcel of approximately 18.7 acres was publicly auctioned in the Yixinqiao area of Jinjiang District, Chengdu, with Xiamen Guomao winning the bid at a floor price of 25,100 yuan per square meter [1][5]. - The starting floor price of 21,000 yuan per square meter broke the previous record set in June for a nearby Chengdu tea factory site, which had a starting price of 20,200 yuan per square meter [3][10]. Group 2: Market Context - The auctioned land is located near the Niuwangmiao subway station and has a plot ratio of 2.5, designated solely for residential use [3]. - The surrounding area includes well-known residential projects such as New Hope D10 Tianfu and Jinjiang Shoufu, which have sold out, indicating a lack of new housing supply in the vicinity [7][11]. - The competitive bidding environment reflects the limited availability of land in Jinjiang District, which has seen three land parcels auctioned this year, attracting significant attention from real estate companies [11]. Group 3: Historical Comparisons - In June, Xiamen Guomao also acquired the Chengdu tea factory site for 35,500 yuan per square meter, marking it as the second-highest floor price in Chengdu's history, with a total price of approximately 2.326 billion yuan and a premium rate of 75.74% [7]. - Earlier this year, in March, Jianfa set a record for the highest single price per square meter in Jinjiang District at 41,200 yuan [10].

Core Insights - Xiamen's recent land auction on September 23 resulted in the sale of four residential land parcels for a total of 81.25 billion yuan, all sold at the base price [1] - The land parcels are located in both island and offshore areas, with significant participation from state-owned enterprises, indicating a stable market force [3] Group 1: Land Auction Details - The four land parcels sold include two in the Siming and Huli districts with starting residential floor prices of 40,000 yuan per square meter, and two in the Jimei and Haicang districts with starting prices of 22,000 and 18,000 yuan per square meter respectively [1] - Xiamen Guomao Real Estate Co. won the Siming district parcel for 22.20 billion yuan, while Jianfa Real Estate Group acquired the Huli district parcel for 20.38 billion yuan [1] Group 2: Market Dynamics - The Xiamen real estate market shows signs of support, with new residential sales area reaching 1.4975 million square meters in the first half of 2025, a year-on-year increase of 24.6% [2] - The market is characterized by a differentiation in sales performance, with prime locations experiencing faster sales while ordinary projects face longer sales cycles [2] Group 3: Role of State-Owned Enterprises - State-owned enterprises are becoming a stabilizing force in the land market due to their financial strength and urban development experience [3] - The active participation of these enterprises in land acquisition is expected to stabilize market expectations, although overall market confidence recovery will take time [3]

Group 1 - The core index, the CSI Dividend Low Volatility 100 Index, experienced a decline of 0.62% as of September 23, 2025, with mixed performance among constituent stocks [2] - Notable gainers included Nanjing Bank, which rose by 4.11%, while Yuyuan Inc. led the declines with a drop of 3.68% [2] - The CSI Dividend Low Volatility 100 ETF (159307) decreased by 0.48%, with a latest price of 1.04 yuan, but showed a cumulative increase of 2.29% over the past three months [2] Group 2 - The People's Bank of China highlighted significant achievements in the financial sector, including comprehensive deepening of financial system reforms and modernization of financial governance [3] - The financial services quality, efficiency, and inclusiveness have significantly improved, with a focus on orderly resolution of financial risks [3] - According to Dongfang Securities, the market is currently in a short-term adjustment phase but maintains a medium-term upward trend, with potential focus on high-end manufacturing and low-cycle dividend opportunities [3] Group 3 - The CSI Dividend Low Volatility 100 ETF has seen continuous net inflows over the past nine days, totaling 119 million yuan, with a peak single-day inflow of 26.66 million yuan [5] - The index tracks 100 stocks characterized by good liquidity, continuous dividends, high dividend yields, and low volatility, reflecting the overall performance of such securities [5] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 20.4% of the total index weight, including companies like Shanxi Coking Coal and Sinopec [5]

Core Points - The Shanghai Composite Index closed at 3822.59 points, above the six-month moving average, with a slight increase of 0.07% [1] - The total trading volume of A-shares reached 13556.41 billion yuan, indicating active market participation [1] - A total of 49 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 3822.59 points, reflecting a 0.07% increase [1] - The total trading volume for A-shares today is 13556.41 billion yuan [1] Stocks Surpassing Six-Month Moving Average - 49 A-shares have broken through the six-month moving average [1] - Stocks with the highest deviation rates include: - Shengyuan Environmental Protection: 6.76% - Zhixin Electronics: 6.18% - Weixing Intelligent: 6.16% [1] Additional Stock Information - Other stocks that have recently crossed the six-month line with lower deviation rates include: - Shuanglu Pharmaceutical - China Merchants Jiyu - Libote [1]