格隆汇8月4日丨保税科技(600794.SH)公布，外服公司为公司与金港资产共同投资企业，其注册资本为 46,733.1620万元，其中公司持股54.0040%，金港资产持股45.9960%，现公司拟单方面对外服公司减 资，即减少认购的外服公司注册资本金额3,742.3580万元，对应减资价格为人民币6,566.36万元。本次减 资完成后，外服公司注册资本由人民币46,733.1620万元减少至人民币42,990.8040万元，公司和金港资产 分别持有外服公司50%的股权，外服公司不再是纳入公司合并范围内的控股子公司。 ...

（原标题：保税科技最新筹码趋于集中） 保税科技8月1日披露，截至7月31日公司股东户数为88391户，较上期（7月20日）减少5783户，环比降 幅为6.14%。这已是该公司股东户数连续第3期下降。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 公司发布的一季报数据显示，一季度公司共实现营业收入2.28亿元，同比下降20.09%，实现净利润 3073.34万元，同比下降58.45%，基本每股收益为0.0300元，加权平均净资产收益率1.17%。 7月12日公司发布上半年业绩预告，预计实现净利润4800.00万元，同比下降65.93%。（数据宝） 证券时报•数据宝统计，截至发稿，保税科技收盘价为4.52元，上涨1.35%，本期筹码集中以来股价累计 下跌5.24%。具体到各交易日，4次上涨，6次下跌。 ...

格隆汇7月31日丨保税科技(600794.SH)在投资者互动平台表示，公司未参与香港稳定币相关测试。 ...

Investment Rating - The transportation sector has shown a positive trend with a 3.2% increase in the transportation index, outperforming the Shanghai Composite Index by 1.5% during the week of July 19-25, 2025 [1][12]. Core Insights - The transportation sector's fund holdings increased to 32.5 billion yuan, a 17.0% rise compared to the previous quarter, with a market share of 1.95% [2]. - The express delivery segment saw a significant year-on-year growth of 15.8% in June, with SF Express leading the growth [2]. - The logistics sector is under pressure, particularly in hazardous materials logistics, but there is a push towards smart logistics, with Hai Chen Co. being recommended [3]. - The aviation sector is experiencing a steady recovery, with a 3% increase in domestic passenger volume in June compared to the previous year [4]. - The shipping sector is stabilizing, with the Baltic Dry Index (BDI) increasing by 10.9% week-on-week, indicating a positive trend in dry bulk shipping [5][34]. Summary by Sections Transportation Market Review - The transportation index rose by 3.2%, with the airport sector showing the highest increase of 5.6% [1][12]. Industry Fundamentals Tracking Shipping and Ports - The export container freight index (CCFI) was 1261.35 points, down 3.2% week-on-week and down 40.9% year-on-year [20]. - The domestic container freight index (PDCI) increased by 1.1% week-on-week, indicating a slight recovery in domestic shipping [28]. Aviation and Airports - The average daily flights reached 16,945, a 3.68% increase year-on-year, with domestic flights up by 2.51% [4]. - The introduction of a new ticket purchasing feature on the airline service platform is expected to enhance customer experience [4]. Rail and Road - National highway freight traffic increased by 0.67% week-on-week, with a year-on-year increase of 2.01% [6][76]. - The railway passenger volume in June was 373 million, a 3.61% increase year-on-year [73]. Express Delivery - The express delivery business volume reached 16.87 billion pieces in June, with a notable increase in the market share of SF Express [2][44].

证券代码：600794 证券简称：保税科技 编号：临 2025-034 张家港保税科技（集团）股份有限公司 关于主体信用评级结果的公告 特此公告。 张家港保税科技（集团）股份有限公司董事会 2025 年 7 月 16 日 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，张家港保税科技（集团）股份有限公司（以下简称"公司"）委托信 用评级机构中诚信国际信用评级有限责任公司（以下简称"中诚信国际"）对公 司主体信用状况进行了评级。 中诚信国际在对公司生产经营状况及相关行业情况进行综合分析与评估的 基础上，向公司出具了《张家港保税科技（集团）股份有限公司信用评级报告》 （编号：CCXI-20252464M-01），评定公司主体信用等级为 AA+，评级展望为"稳 定"，有效期为 2025 年 7 月 15 日至 2026 年 7 月 15 日。 ...

证券代码：600794 证券简称：保税科技 编号：临 2025-033 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 张家港保税科技（集团）股份有限公司 2025 年半年度业绩预减公告 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： 1、预计公司 2025 年半年度实现归属于上市公司股东的净利润为 4,800 万元 左右，与上年同期相比将减少 65.93%左右。 2、预计公司 2025 年半年度实现归属于上市公司股东的扣除非经常性损益的 净利润为 3,700 万元左右，与上年同期相比将减少 70.95%左右。 一、本期业绩预告情况 报告期内，公司受下游工厂产量提升的影响，导致仓储业务周转速度加快， 存储周期缩短，仓储利用率下降。公司本期仓储业务收入和智慧物流收入较上年 同期降幅较大。 四、风险提示 公司不存在影响本次业绩预告内容准确性的重大不确定因素。 五、其他说明事项 1、经公司财务部门初步测算，预计 2025 年半年度实现归属于上市公司股东 的净利 ...

Mergers and Acquisitions - Shijia Photon plans to acquire equity in Dongguan Fuke Xima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction price yet to be finalized [1] - Jifeng Technology intends to purchase a 5.29% stake in Sichuan Jifeng Juli Industrial Development Co., Ltd. for 7.1625 million yuan, aiming for 100% ownership post-transaction [2] - Jingce Electronics has completed the signing of an agreement to acquire approximately 4.83% of Shanghai Jingce Semiconductor Technology Co., Ltd. for 183 million yuan from the National Integrated Circuit Industry Investment Fund [3] Earnings Disclosure - Sairisi expects a net profit of 2.7 billion to 3.2 billion yuan for the first half of 2025, representing a year-on-year increase of 66.20% to 96.98% [4] - WuXi AppTec anticipates a revenue of approximately 20.799 billion yuan for the first half of 2025, with an adjusted net profit of about 6.315 billion yuan, reflecting a year-on-year growth of approximately 44.43% [5] - Guosheng Financial Holdings projects a net profit of 150 million to 220 million yuan for the first half of 2025, indicating a year-on-year increase of 236.85% to 394.05% [6] Shareholding Changes - Baoshui Technology announced that Shengbang Kaimi plans to reduce its stake by up to 1%, equivalent to a maximum of 12.0015 million shares, between August 4 and November 3 [7] - Wantong Development reported that shareholder Beijing Fuyuan intends to reduce its holdings by up to 3%, or 57.5074 million shares, through various trading methods [8] - Xingsen Technology's controlling shareholder plans to reduce its stake by up to 1.5%, approximately 25.344 million shares, within three months following the announcement [9]

Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, highlighting significant developments and performance forecasts that may impact investor decisions [1]. Company Announcements - **Saili Medical**: The therapeutic hypertension vaccine project by its affiliate, Huajiyuan Biotechnology, faces significant uncertainty despite recent market interest in innovative drugs. The company holds a 15.61% stake in Huajiyuan, which reported a revenue of 26,800 yuan and a net loss of 2,382,300 yuan for 2024 [3]. - **Renfu Pharmaceutical**: Shareholder,招商生科, has secured a loan commitment of up to 750 million yuan from招商银行武汉分行 to increase its stake in Renfu Pharmaceutical. The planned share buyback will occur within six months starting from July 3, 2025, with a maximum purchase price of 25.53 yuan per share [4]. - **China Merchants Energy Shipping**: The company has received a new multi-purpose heavy-lift vessel, "Mingshi," as part of its order for four eco-friendly vessels. The fleet now includes 102 operational bulk carriers, with 16 vessels on order for future delivery [5]. - **Shangwei New Materials**: The company announced a significant stock price fluctuation, with a 30% increase over two days. A share transfer agreement was signed, potentially changing the controlling shareholder to Zhiyuan Hengyue, pending shareholder approval [6]. - **Northern Rare Earth**: The trading price for rare earth concentrates has been adjusted to 19,109 yuan per ton for Q3 2025, based on market conditions [7]. - **Baotou Steel**: Similar to Northern Rare Earth, Baotou Steel has proposed an adjustment of the rare earth concentrate trading price to 19,109 yuan per ton for Q3 2025 [9]. - **Shanghai Mechanical & Electrical**: The company received approval from the Shanghai State-owned Assets Supervision and Administration Commission for the transfer of 51.137 million shares from its controlling shareholder, Shanghai Electric, without changing control [10]. Performance Forecasts - **Eyer Communication**: The company expects a net profit of approximately 463 million yuan for the first half of 2025, a year-on-year increase of about 121.13%, driven by growth in the IoT sector [12]. - **Tianbao Infrastructure**: The company forecasts a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.8% to 2329.27% due to tax recoveries [13]. - **China Shipbuilding**: The expected net profit for the first half of 2025 is between 2.8 billion and 3.1 billion yuan, reflecting a year-on-year increase of 98.25% to 119.49% due to improved production efficiency and order structure [14]. - **Shanghai Xiba**: The company anticipates a net profit of 99 million to 118 million yuan for the first half of 2025, a year-on-year increase of 136.47% to 181.85%, primarily due to non-recurring income [15]. - **Longyuan Technology**: The expected net profit for the first half of 2025 is between 26 million and 31 million yuan, reflecting a year-on-year increase of 116.61% to 158.26% [16]. - **Zhengbang Technology**: The company forecasts a net profit of 190 million to 210 million yuan for the first half of 2025, marking a return to profitability driven by increased pig sales [17][18]. - **Bolong Technology**: The expected net profit for the first half of 2025 is between 22 million and 28 million yuan, a year-on-year increase of 123.09% to 183.93% due to successful project deliveries [19]. - **Haitou Shares**: The company anticipates a net profit of approximately 380 million yuan for the first half of 2025, a year-on-year increase of about 233.10% due to favorable market conditions [20]. - **Chuangjiang New Materials**: The expected net profit for the first half of 2025 is between 24 million and 29 million yuan, reflecting a year-on-year increase of 42.35% to 72% [21]. - **Hudian Shares**: The company forecasts a net profit of between 1.65 billion and 1.75 billion yuan for the first half of 2025, a year-on-year increase of 44.63% to 53.4% [22]. - **Taiping Bird**: The company expects a net profit of around 77.7 million yuan for the first half of 2025, a decrease of approximately 55% due to declining retail performance [23]. - **China Satellite**: The company anticipates a loss of between 21.2 million and 41.2 million yuan for the first half of 2025, attributed to reduced contract fulfillment and increased operational costs [24]. - **ST Yatai**: The company expects a loss of between 12.6 million and 20.9 million yuan for the first half of 2025, primarily due to cash flow issues and increased non-recurring expenses [25]. Major Contracts - **Bai Da Group**: The company signed a significant leasing contract for the Hangzhou Department Store, with a rental agreement of 375 million yuan per quarter, increasing by 4.5% every three years [26]. Shareholding Changes - **Baoshui Technology**: A major shareholder plans to reduce their stake by up to 1% through market transactions between August 4 and November 3, 2025 [28].

持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： ? 大股东及董监高持股的基本情况 证券代码：600794 证券简称：保税科技 公告编号：2025-032 张家港保税科技（集团）股份有限公司 减持期间公司有送股、资本公积金转增股本、回购注销等股本变动事项的， 拟减持的比例不变，减持数量将根据公司总股本的变动进行相应调整。 一、减持主体的基本情况 | 股东名称 胜帮凯米 | | | | | | | --- | --- | --- | --- | --- | --- | | 控股股东、实控人及一致行动人 □是 √否 | | | | | | | 直接持股 5%以上股东 | | | √是 | □否 | | | 股东身份 | | | | | | | 董事、监事和高级管理人员 | | | | □是 | √否 | | 其他：无 | | | | | | | 持股数量 60,007,608股 | | | | | | | 持股比例 5.0000% | | | | | | | 当前持股股份 ...