12月26日，厦门国贸涨5.67%，截至发稿，报8.38元/股，成交17.31亿元，换手率10.39%，总市值179.13 亿元。厦门国贸股价已经连续5天上涨，区间累计涨幅27.7%。 资料显示，厦门国贸集团股份有限公司位于福建省厦门市湖里区仙岳路4688号国贸中心，成立日期1996 年12月24日，上市日期1996年10月3日，公司主营业务涉及供应链管理、房地产经营、金融服务。主营 业务收入构成为：供应链管理业务99.63%，健康科技业务0.36%，其他板块业务0.02%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓厦门国贸。易方达国证自由现金流ETF（159222）三季度减持 52.49万股，持有股数171.62万股，占基金净值比例为2.8%，位居第十大重仓股。根据测算，今日浮盈 赚取约77.23万元。连续5天上涨期间浮盈赚取295.19万元。 易方达国证自由现金流ETF（159222）成立日期2025年4月9日，最新规模3.79亿。成立以来收益 27.31%。 易方达国证自由现金流ETF（159222）基金经理为张泽峰。 从厦门国贸十大流通股东角度 数据显示，易方达基金旗下1只基金位居厦 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600755 证券简称：厦门国贸 编号：2025-72 厦门国贸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法律责任。 重要内容提示： ● 厦门国贸集团股份有限公司（以下简称"公司"）股票于2025年12月23日、12月24日、12月25日连续三 个交易日内收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的股票交易异常 波动情形。 经公司自查，并书面询证公司控股股东厦门国贸控股集团有限公司，截至本公告披露日，公司和控股股 东均不存在正在筹划涉及公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 （三）媒体报道、市场传闻、热点概念情况 ● 经公司自查并书面询证公司控股股东，截至本公告披露日，不存在应披露而未披露的重大事项或重大 信息。 ● 目前，公司的生产经营及内外部环境未发生重大变化。公司于2025年10月31日披露了《厦门国贸集团 股份有限 ...

证券日报网讯 12月25日，厦门国贸发布公告称，公司股票于2025年12月23日、12月24日、12月25日连 续三个交易日内收盘价格涨幅偏离值累计超过20%，构成异常波动。经公司自查并书面询证公司控股股 东，截至本公告披露日，不存在应披露而未披露的重大事项或重大信息。 （编辑 姚尧） ...

证券代码：600755 证券简称：厦门国贸 编号：2025-72 厦门国贸集团股份有限公司 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法律责任。 重要内容提示： 厦门国贸集团股份有限公司（以下简称"公司"）股票于 2025 年 12 月 23 日、12 月 24 日、12 月 25 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%， 属于《上海证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查并书面询证公司控股股东，截至本公告披露日，不存在应披露 而未披露的重大事项或重大信息。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营情况正常，市场环境、行业政策没有发生重 大调整，内部经营秩序正常。 （二）重大事项情况 经公司自查，并书面询证公司控股股东厦门国贸控股集团有限公司，截至本 公告披露日，公司和控股股东均不存在正在筹划涉及公司的重大资产重组、股份 发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重大业务 合作、引进战略投资者等重大事项。 （三）媒体报道 ...

厦门国贸公告称，公司股票于2025年12月23日至25日连续三个交易日内收盘价格涨幅偏离值累计超 20%，属异常波动情形。经自查及询证控股股东，不存在应披露未披露重大事项，生产经营及内外部环 境未变。公司2025年1-9月净利润5.77亿元，同比降18.94%。公司提示投资者理性决策，注意投资风 险。 ...

南财智讯12月25日电，厦门国贸公告，公司股票于2025年12月23日、12月24日、12月25日连续三个交易 日内收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的股票交易异常波动情 形。经公司自查并书面询证公司控股股东，截至本公告披露日，不存在应披露而未披露的重大事项或重 大信息。目前，公司的生产经营及内外部环境未发生重大变化。公司于2025年10月31日披露了《厦门国 贸集团股份有限公司2025年第三季度报告》，公司2025年1-9月实现归属于上市公司股东的净利润5.77 亿元，同比下降18.94%。敬请广大投资者注意投资风险。 ...

Group 1 - The core focus of the news is on the performance of stocks in the A-share market, highlighting the significant number of stocks that have reached their daily limit up, particularly in the packaging and commercial aerospace sectors [1][2] - A total of 96 stocks in the A-share market hit the daily limit up on December 25, indicating strong market activity and investor interest [1] - Notable stocks include Jiamei Packaging with 7 consecutive limit ups and Hexing Packaging with 4 consecutive limit ups, showcasing the packaging sector's robust performance [1] Group 2 - In the commercial aerospace sector, Shenjian Co. achieved 6 consecutive limit ups, while Chuangyuan Technology recorded 4 consecutive limit ups, reflecting strong investor sentiment in this industry [1] - Other stocks with notable consecutive limit ups include Shengtong Energy with 10 days, indicating a strong upward trend in the gas sector [1] - The data also lists various other stocks with consecutive limit ups across different sectors, including electronic components, photovoltaic, construction, and transportation, indicating a broad market rally [1][2]

Core Insights - The China Securities State-Owned Enterprises Dividend Index has shown a slight increase of 0.08% as of December 25, 2025, with notable gains in constituent stocks such as Xiamen International Trade (up 4.44%) and Luxi Chemical (up 3.30%) [1] - The National State-Owned Enterprises Dividend ETF (159515) has also increased by 0.26%, reflecting a growing interest in dividend-paying assets amid a favorable monetary policy environment [1][2] Market Performance - The trading volume for the National State-Owned Enterprises Dividend ETF reached 2.91% turnover with a transaction value of 1.489 million yuan, and the average daily trading volume over the past week was 4.2193 million yuan [1] - The latest scale of the National State-Owned Enterprises Dividend ETF stands at 51.0433 million yuan, with a total of 44.7866 million shares [1] Policy and Economic Environment - The People's Bank of China has reiterated its commitment to maintaining a moderately loose monetary policy, which is expected to positively influence market sentiment [1] - The decline in the risk-free interest rate is expected to enhance the attractiveness of dividend assets, supported by ongoing policy improvements aimed at strengthening the quality and market capitalization management of listed companies [2] Investment Outlook - According to Kaiyuan Securities, the performance of dividend stocks is anticipated to outperform in 2026 compared to 2025, driven by improved relative valuations, easing pressure on cyclical earnings, and a shift in funding preferences towards high-dividend assets [2] - The National State-Owned Enterprises Dividend Index reflects the overall performance of high-dividend securities selected from state-owned enterprises, focusing on those with stable dividends and significant liquidity [2][3]

Investment Rating - The report maintains a "Positive" investment rating for the logistics industry [15] Core Insights - The logistics industry is expected to see two core trends in 2026: "Advantage Going Abroad" and "Ecosystem Restructuring," which will present significant investment opportunities. The restructuring of supply chains is anticipated to deepen, with the acceleration of Chinese industries going abroad, driving sustained demand in emerging markets. Concurrently, the domestic market's competitive order is being restructured, pushing the industry towards high-quality development [5][10][27]. Summary by Sections Cross-Border Logistics: Order Restructuring and New Opportunities - The transition from "goods going abroad" to "capital going abroad" is underway, with foreign investment becoming a core driver of logistics demand. The standardization and replicability of processes in bulk logistics and e-commerce express delivery present explosive demand potential [11][35]. E-commerce Express Delivery Going Abroad - Chinese e-commerce platforms are expanding overseas, particularly in Southeast Asia and Latin America, where the e-commerce penetration rates are significantly lower than in China. The report highlights that the average package volume in Southeast Asia is about 26 items per year, and in Latin America, it is approximately 11 items per year, indicating substantial growth potential [59][64]. Bulk Logistics Going Abroad - The report discusses the "infrastructure for resources" model, where bulk logistics follows Chinese mining companies into Africa. This approach is expected to drive high growth in local freight demand and rapid expansion of road assets [11][35]. Domestic E-commerce Express: Demand-Side Reform - The report notes that the previous low-price competition in the e-commerce ecosystem is being replaced by rational competition, which is expected to improve the industry landscape. Leading companies like Zhongtong Express and YTO Express are anticipated to see valuation recovery as the competitive order stabilizes [12][30]. Bulk Supply Chain: Bottoming Out and Price Recovery - The bulk supply chain industry is at a dual bottom in terms of "commodity prices" and "corporate profits," with signs of a cyclical turnaround. The report suggests that the easing of liquidity and the implementation of "anti-involution" policies will lead to improved profitability in the sector [13][30]. Investment Recommendations - The report prioritizes investment in: 1. Non-US cross-border logistics, benefiting from the expansion of Chinese industries into emerging markets, with key targets being Jitu Express and Jiayou International [10][30]. 2. Domestic e-commerce express delivery, with a focus on leading companies like Zhongtong Express and YTO Express, which are expected to see valuation adjustments [10][30]. 3. Bulk supply chains, with a recommendation to invest in companies like Xiamen Xiangyu and Xiamen Guomao, as the industry is poised for a cyclical recovery [10][30].

具体来看，今日上榜的营业部中，沪股通为第三大买入营业部及第二大卖出营业部，买入金额为 3827.19万元，卖出金额为4052.53万元，合计净卖出225.34万元。 资金流向方面，今日该股主力资金净流入3.17亿元，其中，特大单净流入3.08亿元，大单资金净流入 936.50万元。近5日主力资金净流入3.19亿元。 融资融券数据显示，该股最新（12月23日）两融余额为7.19亿元，其中，融资余额为7.17亿元，融券余 额为171.81万元。近5日融资余额合计减少806.71万元，降幅为1.11%。融券余额合计增加23.06万元，增 幅15.51%。 10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入2403.52亿元，同比下降16.06%， 实现净利润5.77亿元，同比下降18.94%。（数据宝） 厦门国贸12月24日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司总部 | 5464.65 | | | 买二 | 华泰证券股份有限公司江西分公司 | 4771.91 ...