本次交易有利于中储股份聚焦主责主业，提高核心竞争力，促进公司实现高质量发展。本次交易完成 后，标的公司将不再纳入公司合并报表范围。本次股权转让不会对公司生产经营产生不利影响，不会对 公司财务状况产生重大不利影响，不会损害公司及全体股东合法权益。 智通财经APP讯，中储股份(600787.SH)发布公告，公司拟将持有的中储恒科物联网系统有限公司(以下 简称"中储恒科")65%债权转让给中国包装有限责任公司(以下简称"中国包装")。中储股份拟于债权转让 交易完成当日，按照1:1的比例(每1元债权新增注册资本对应价格为1元)，将持有的中储恒科35%债权全 部转增为中储恒科的实收资本。本次债转股实施后，公司对中储恒科的注册资本相应增加8431.45万 元。 ...

中储股份公告，拟将持有的中储恒科物联网系统有限公司65%债权转让给中国包装有限责任公司，并将 持有的中储恒科35%债权转增为中储恒科的实收资本，增资金额为8431.46万元。交易完成后，中储股 份对中储恒科的注册资本相应增加8431.46万元，中储恒科的注册资本将增加2.41亿元，中国包装持有 65%股权，中储股份持有35%股权。此次交易尚需提交公司股东大会审议。 ...

格隆汇9月19日丨中储股份(600787.SH)公布，为进一步盘活存量资产，优化资源配置，助力企业实现高 质量发展，中国包装拟现金收购中储股份持有的中储恒科65%股权以及中储股份对中储恒科享有的1.57 亿元债权（该金额占中储股份对中储恒科债权总额2.41亿元的65%），并按照收购后中国包装、中储股 份各自所持中储恒科股权和债权比例，将全部债权转为中储恒科的实收资本。债权转为实收资本按照 1:1的比例，其中，中储股份将8431.46万元债权（占债权总额的35%）转为对中储恒科的实收资本。本 次交易实施后，中储恒科的注册资本相应增加2.41亿元，股权结构为中国包装持有65%、中储股份持有 35%。公司合并报表范围将发生变动，中储恒科不再纳入公司合并报表范围。公司拟授权经理层具体办 理与转让相关的全部事宜，签署全部对外法律文件。 ...

Market Overview - On September 16, the logistics sector rose by 0.39% compared to the previous trading day, with Xinning Logistics leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Logistics Sector - Xinning Logistics (300013) closed at 4.75, up 19.95% with a trading volume of 1.0766 million shares and a transaction value of 484 million [1] - Huami Duhai (872351) closed at 32.80, up 14.29% with a trading volume of 116,800 shares [1] - Jushen Co. (001202) closed at 18.21, up 10.03% with a trading volume of 282,700 shares [1] - Other notable gainers include Chuanhua Zhili (002010) up 6.49% and Haichen Co. (300873) up 5.14% [1] Decliners in Logistics Sector - Shentong Express (002468) closed at 17.73, down 2.85% with a trading volume of 263,500 shares [2] - Yunda Holdings (002120) closed at 7.96, down 1.85% with a trading volume of 428,300 shares [2] - ST Guangwu (600603) closed at 9.09, down 1.73% with a trading volume of 120,500 shares [2] Capital Flow Analysis - The logistics sector saw a net inflow of 609 million from institutional investors, while retail investors experienced a net outflow of 530 million [2] - Major stocks like Xinning Logistics had a net inflow of 113 million from institutional investors, while retail investors saw a net outflow of 42.41 million [3] - Other stocks with significant institutional inflows include Jushen Co. (858.68 million) and Chuanhua Zhili (673.80 million) [3]

对于投资者关注的资产重组问题，公司回应称如有相关计划将按规定及时披露。目前公司正积极应对联 营企业业绩拖累问题，并通过加强海外业务管理推动业绩改善。 在战略布局方面，公司正积极推动物流业数字化转型，大力发展中储智运、钢超市等平台经济，新业态 规模增速高于行业水平。同时，公司打造"中国放心库"品牌，推进"全国仓单登记中心"项目，助力大宗 商品产业规范化建设。基础设施网络布局持续优化，多式联运业务快速发展，为服务全国统一大市场建 设提供有力支撑。 在9月11日举行的天津辖区上市公司2025年投资者网上集体接待日活动中，中储股份（600787）管理层 与投资者进行了深入交流，围绕公司战略布局、市值管理、业务创新等热点问题作出积极回应，展现出 公司推动高质量发展的决心与信心。 针对投资者普遍关心的市值管理问题，党委副书记、董事、总经理王海滨表示，公司高度重视市值表 现，已制定《市值管理制度》和三年估值提升计划，将通过深化国企改革、聚焦主责主业、加快科技赋 能等举措提升公司价值。公司明确将积极探索增持、回购、多次分红等多元化市值管理工具，在保障可 持续发展的前提下努力回报股东。 此次交流活动有效增强了市场对中储股份战略 ...

Group 1 - The Dalian Commodity Exchange announced adjustments to designated delivery warehouses for several products on September 5 [1] - Shanxi Yaxin New Energy Technology Co., Ltd. has been established as the designated factory warehouse for coke [1] - Haiming United Energy Group Co., Ltd. has been designated as the factory warehouse for coking coal [1] Group 2 - Yuanda Energy Chemical Co., Ltd. has been allowed to relinquish its designated delivery warehouse qualification for styrene, with Yuanda Petrochemical Co., Ltd. now designated [1] - Tianjin Quancheng Logistics Co., Ltd. has been permitted to give up its designated warehouse qualification for linear low-density polyethylene, with China Material Storage and Transportation Guangzhou Co., Ltd. now designated as the delivery warehouse [1] - The original designated warehouse qualifications and related operations of China Material Storage and Transportation Guangzhou Co., Ltd. for linear low-density polyethylene and polypropylene have been incorporated into the group delivery warehouse of Sinotrans Development Co., Ltd. [1] Group 3 - The inventory location for polyvinyl chloride of China Material Storage and Transportation Guangzhou Co., Ltd. has been adjusted to No. 243, Huaguoshan Avenue, Huangpu District, Guangzhou [1] - The aforementioned changes are effective immediately [1]

Core Insights - The China Warehousing Index for August 2025 is at 49.3%, a decrease of 0.8 percentage points from the previous month, indicating a contraction in the warehousing sector [1] - Factors such as extreme weather and the off-season for certain commodities have led to insufficient demand for warehousing services, contributing to the decline in the index [1] - Despite the overall decline, the business activity expectation index has risen significantly, suggesting optimism for future demand as seasonal factors change [1] Index Summaries - The new orders index stands at 49.5%, down 0.5 percentage points from last month, with various sectors showing mixed results; non-ferrous metals, machinery, and pharmaceuticals have indices above 50%, while steel, food, and daily necessities are below 50% [1][2] - The ending inventory index is at 50%, a decrease of 1 percentage point, with steel, non-ferrous metals, and machinery having indices above 50%, while minerals, food, home appliances, and daily necessities are below 50% [2] - The average inventory turnover index is at 48.9%, an increase of 0.4 percentage points, with minerals and pharmaceuticals above 50%, while steel, non-ferrous metals, and home appliances are below 50% [2] - The enterprise employee index is at 48.4%, down 2.1 percentage points, indicating a reduction in workforce levels in the sector [2] - The business activity expectation index is at 54.8%, an increase of 2.5 percentage points, reflecting increased confidence among businesses regarding future operations [2]

Group 1 - The company, Zhongchu Development Co., Ltd., will participate in the "2025 Tianjin Listed Companies Investor Online Reception Day" to enhance interaction with investors [1] - The event will be held online on September 11, 2025, from 15:00 to 17:00, allowing investors to engage through various platforms [1] - Key company executives, including the General Manager and independent directors, will address investor inquiries regarding company performance, governance, development strategy, and operational status [1]

证券代码：600787 证券简称：中储股份 编号：临 2025-040 号 1 为进一步加强与投资者的互动交流，中储发展股份有限公司（以下简称"公司"） 将参加由天津证监局指导、天津上市公司协会及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"，现将相关事项公告如下： 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：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。 中储发展股份有限公司 中储发展股份有限公司 关于参加 2025 年天津辖区上市公司投资者 网上集体接待日暨半年报业绩说明会活动的公告 董 事 会 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。 2025 年 9 月 3 日 届时公司董事、总经理王海滨先生，独立董事许多奇女士，总会计师武凯先生， 董事会秘书彭曦德先生将在线就公司业绩、公司治理、发展战略、经营状况等投资者 关心 ...

Core Viewpoint - 中储股份 reported a decline in total operating revenue for the first half of 2025, while net profit attributable to shareholders showed a slight increase [1] Financial Performance - The company achieved total operating revenue of 29.457 billion yuan, representing a year-on-year decrease of 4.28% [1] - Net profit attributable to shareholders was 415 million yuan, reflecting a year-on-year growth of 1.04% [1] - Basic earnings per share stood at 0.1908 yuan [1]