Group 1 - The shipping sector saw an increase of 1.02%, ranking fifth among concept sectors, with 53 stocks rising, including Ningbo Marine, Xingtong Co., and Baoshui Technology hitting the daily limit [1][2] - Notable gainers included Guohang Ocean with a rise of 7.08%, Bohai Ferry at 6.04%, and Yongtai Transportation at 4.45% [1] - The top decliners were COSCO Shipping Technology down 3.63%, CGN Technology down 2.83%, and Jushen Co. down 2.48% [1] Group 2 - The shipping sector attracted a net inflow of 900 million yuan, with 38 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] - Ningbo Marine led the net inflow with 355 million yuan, followed by Baoshui Technology with 219 million yuan and Xingtong Co. with 113 million yuan [2][3] - The net inflow ratios for Ningbo Marine, Xingtong Co., and Baoshui Technology were 48.91%, 24.57%, and 23.34% respectively [3] Group 3 - The trading volume for Ningbo Marine was 10.10%, with a turnover rate of 14.16%, while Baoshui Technology had a trading volume of 9.93% and a turnover rate of 16.93% [3] - Other notable stocks included COSCO Shipping with a trading volume of 1.30% and a turnover rate of 0.53%, and Huadong Heavy Industry with a trading volume of 3.81% and a turnover rate of 8.64% [3][4]

Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 5.13, based on a 2.3x PB valuation for 2025 [1][14]. Core Insights - The company's revenue is projected to decline significantly in 2024, with an expected revenue of RMB 0.90 billion, down 40.0% YoY, and a net profit of RMB 0.21 billion, down 16.8% YoY, primarily due to decreased storage utilization at its subsidiary [15]. - Smart logistics is identified as a growth area, with revenue expected to reach RMB 0.22 billion in 2024, accounting for 24.3% of total revenue, and showing a 16.9% YoY increase [16]. - The traditional logistics segment maintains stable market share, with key products holding significant national import market shares of 36% and 47% for Ethylene glycol and Diethylene glycol, respectively [17]. Financial Summary - The company’s projected financials indicate a significant drop in revenue and net profit for 2024, with revenues of RMB 0.90 billion and net profits of RMB 0.21 billion [3][15]. - EPS forecasts for 2025-2027 are RMB 0.12, 0.14, and 0.16, with corresponding YoY growth rates of -34.0%, +17.4%, and +18.3% [14]. - The company’s net asset return is expected to decline to 5.2% in 2025, before gradually improving to 6.7% by 2027 [3].

Core Viewpoint - The recent surge in the "unmanned logistics vehicle" concept has sparked significant interest in the capital market, with companies like Jiushi Intelligent and New Stone Technology leading the charge, despite some companies clarifying their lack of actual involvement in this sector [1][2][3]. Group 1: Market Activity - Jiushi Intelligent launched its new E-series unmanned logistics vehicle platform and the E6 model, priced at 19,800 yuan [1]. - Debon Logistics (603056.SH) experienced a stock price increase of 72.16% from May 26 to June 3, achieving a five-day consecutive limit-up [2]. - Other logistics stocks such as New Ning Logistics (300013.SZ) and Tongda Electric (603390.SH) also showed active performance during this period [1]. Group 2: Company Clarifications - Debon Logistics clarified that it has no actual application of unmanned logistics vehicles despite the stock price surge [2][3]. - Tongda Electric announced that it has no business revenue related to unmanned logistics vehicles or autonomous driving [3]. - Wantong Technology (002331.SZ) also stated that its products do not involve unmanned logistics vehicles [4]. Group 3: Demand for Unmanned Logistics Vehicles - The demand for unmanned logistics vehicles is real, with significant market interest driven by cost reduction and efficiency improvements [5]. - New Stone Technology's CEO reported that the unmanned delivery vehicle industry is growing at ten times the rate of the previous year, with monthly deliveries exceeding 1,000 units [5]. - The logistics sector is experiencing a surge in demand for unmanned vehicles, particularly from rural areas, as companies innovate delivery methods to enhance efficiency [5]. Group 4: Market Drivers - The commercialization of unmanned logistics vehicles is supported by decreasing costs of core components like lidar, chips, and batteries, bringing manufacturing costs down to the tens of thousands of yuan [6]. - The rapid application of large models in autonomous driving is reducing the time and cost of road data collection, facilitating quicker deliveries and better management [6]. - The logistics industry is under pressure to reduce costs, particularly in the competitive express delivery sector, making unmanned vehicles a viable solution [7]. Group 5: Regulatory Environment - The growth of unmanned logistics vehicles is currently hindered by regulatory challenges, including the need for testing licenses and the absence of unified standards [8]. - The majority of unmanned vehicles are limited to low-speed operations, primarily for last-mile delivery, with limited involvement in long-distance logistics [8]. - However, the regulatory environment is improving, with pilot programs allowing for broader applications of intelligent connected vehicles in various cities [8].

Core Viewpoint - The A-share logistics sector has shown strong fluctuations, with several companies experiencing significant stock price increases, indicating positive market sentiment in this industry [1] Company Summary - Longzhou Co., Ltd. has reached the daily limit increase in stock price [1] - Jiacheng International has also hit the daily limit increase [1] - Debon Holdings has seen its stock price reach the daily limit increase [1] - Baoshui Technology has achieved the daily limit increase in stock price [1] - New Ning Logistics has increased by over 9% [1] - Huapengfei and Changjiang Investment have both risen by over 4% [1]

证券代码：600794 证券简称：保税科技 公告编号：2025-030 （以下简称"胜帮凯米"）持有 张家港保税科技（集团）股份有限公司（以下简称"公司"）股份 93,338,882 股，占公司原总股本（1,212,152,157 股）的 7.7003%。 ? 减持计划的实施结果情况 张家港保税科技（集团）股份有限公司 股东减持股份结果公告 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： ? 大股东持股的基本情况 本次减持计划实施前，公司持股 5%以上的股东上海胜帮私募基金管理有限 公司－共青城胜帮凯米投资合伙企业（有限合伙） 胜帮凯米计划自 2025 年 2 月 24 日至 2025 年 5 月 23 日减持公司股份不超过 过大宗交易方式减持不超过 24,243,043 股，即不超过公司总股本的 2%；通过集 中竞价交易方式减持不超过 12,121,521 股，即不超过公司总股本的 1%。具体详 见公司于 2025 年 1 月 22 日披露的《公司持股 5%以上股东减持股份计划公告》 （公 告编号： ...

证券代码：600794 证券简称：保税科技 公告编号：2025-030 张家港保税科技（集团）股份有限公司 股东减持股份结果公告 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： 大股东持股的基本情况 一、减持主体减持前基本情况 本次减持计划实施前，公司持股 5%以上的股东上海胜帮私募基金管理有限 公司－共青城胜帮凯米投资合伙企业（有限合伙）（以下简称"胜帮凯米"）持有 张家港保税科技（集团）股份有限公司（以下简称"公司"）股份 93,338,882 股，占公司原总股本（1,212,152,157 股）的 7.7003%。 减持计划的实施结果情况 胜帮凯米计划自 2025 年 2 月 24 日至 2025 年 5 月 23 日减持公司股份不超过 36,364,564 股，即不超过公司原总股本（1,212,152,157 股）的 3%。其中，通 过大宗交易方式减持不超过 24,243,043 股，即不超过公司总股本的 2%；通过集 中竞价交易方式减持不超过 12,121,521 股，即不超过公司总股本的 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600794 证券简称：保税科技 编号：临2025-029 张家港保税科技（集团）股份有限公司 关于持股5%以上股东减持至5% 的权益变动提示性公告 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： ● 本次权益变动属于张家港保税科技（集团）股份有限公司（以下简称"公司"或"保税科技"）持股5%以 上的股东上海胜帮私募基金管理有限公司--共青城胜帮凯米投资合伙企业（有限合伙）（以下简称"胜 帮凯米"），即本次权益变动信息披露义务人实施此前披露的减持计划所致，不触及要约收购，不会导 致公司控股股东及实际控制人发生变化。 ● 本次信息披露义务人胜帮凯米于2025年4月22日至2025年5月15日减持计划实施期间，累计减持公司股 份10,631,674股，占公司当前总股本的0.8859%。本次权益变动后，胜帮凯米持有公司股份比例从 5.8859%下降到5.0000%，胜帮凯米不再是公司持股5%以上的股东。 2025年5月16日，公司收到胜帮凯米的《保税科技简式 ...

证券代码：600794 证券简称：保税科技 编号：临 2025-029 张家港保税科技（集团）股份有限公司 关于持股 5%以上股东减持至 5%的权益变动提示性公告 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： ● 本次权益变动属于张家港保税科技（集团）股份有限公司（以下简称"公 司"或"保税科技"）持股 5%以上的股东上海胜帮私募基金管理有限公司--共青 城胜帮凯米投资合伙企业（有限合伙）（以下简称"胜帮凯米"），即本次权益变 动信息披露义务人实施此前披露的减持计划所致，不触及要约收购，不会导致公 司控股股东及实际控制人发生变化。 ● 本次信息披露义务人胜帮凯米于 2025 年 4 月 22 日至 2025 年 5 月 15 日 减持计划实施期间，累计减持公司股份 10,631,674 股，占公司当前总股本的 0.8859%。本次权益变动后，胜帮凯米持有公司股份比例从 5.8859%下降到 5.0000%，胜帮凯米不再是公司持股 5%以上的股东。 2025 年 5 月 16 日，公司收到胜帮凯米的《保税科技简 ...

股票简称：保税科技 股票代码：600794 张家港保税科技(集团)股份有限公司 简式权益变动报告书 上市公司名称：张家港保税科技(集团)股份有限公司 股票上市地点：上海证券交易所 股票简称：保税科技 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》、《上市公司收购管理办法》、 《公开发行证券公司信息披露内容与格式准则第15号—权益变动报告书》（以下 简称"《准则15号》"）及相关的法律、法规和规范性文件编写。 股票代码：600794 信息披露义务人：共青城胜帮凯米投资合伙企业（有限合伙） 住所：江西省九江市共青城市基金小镇内 通讯地址：上海市浦东新区秋月路26号 股份变动性质：持股数量减少，持股比例减少 签署日期：二〇二五年五月 1 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程、协议或其他任何形式的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在张家港保税科技(集团)股份有限公司（以 下简称"公司"、"上市公司"、"保税科技"）中拥有权益的股份变动情况。 截至本报告书签署之日 ...

截至5月14日收盘，数字货币概念上涨1.89%，位居概念板块涨幅第8，板块内，69股上涨，保税科技涨 停，银之杰、赢时胜、天源迪科等涨幅居前，分别上涨12.74%、8.88%、7.48%。跌幅居前的有电科网 安、华铭智能、格尔软件等，分别下跌1.25%、1.15%、0.89%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 5.44 | HJT电池 | -1.12 | | 航运概念 | 4.66 | BC电池 | -1.08 | | 自由贸易港 | 3.17 | TOPCON电池 | -1.03 | | 统一大市场 | 3.11 | 太赫兹 | -0.99 | | 期货概念 | 2.88 | 钙钛矿电池 | -0.97 | | 互联网保险 | 2.52 | 硅能源 | -0.75 | | 互联网金融 | 2.17 | 高压氧舱 | -0.74 | | 数字货币 | 1.89 | 汽车热管理 | -0.70 | | 天津自贸区 | 1.71 | 人形机器人 | -0.69 | | 拼多多概念 ...