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 ...

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 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 截至本公告披露日，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"）无限售条件流通股 60,007,608 股，占公司总股 本的 5.0000%。 减持计划的主要内容 胜帮凯米计划自 2025 年 8 月 4 日至 2025 年 11 月 3 日通过集中竞价交易方 式减持不超过 12,001,521 股，即不超过公司总股本的 1%。 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。 | 股东名称 | 胜帮凯米 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、 ...

保税科技(600794.SH)公告称，公司持股5%以上股东胜帮凯米计划自2025年8月4日至11月3日通过集中竞 价交易方式减持不超过1200万股，即不超过公司总股本的1%。减持期间公司有 送股、资本公积金 转增 股本等股本变动事项的，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。 ...

证券代码：600794 证券简称：保税科技 编号：临 2025-031 张家港保税科技（集团）股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容不存在虚假记载、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： 张家港保税科技（集团）股份有限公司（以下简称"公司"）股票于 2025 年 6 月 20 日、6 月 23 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，属于股票 交易异常波动。经公司自查，并向公司控股股东发函问询核实，确认不存在应披露 而未披露的重大信息。 一、股票交易异常波动的具体情况 经公司自查，并经向控股股东发函确认：截至本公告披露日，公司、控股股东 及实际控制人均不存在影响公司股票交易异常波动的重大事项，不存在应披露而未 披露的重大信息，包括但不限于重大资产重组、股份发行、收购、债务重组、业务 重组、资产剥离、资产注入、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。 二、公司关注并核实的相关情况 （三）媒体报道、市场传闻、热点概念情况 （一）生产经营情况 经公司自查，公司目前生产经营正常，内外部经营 ...

张家港保税科技(集团)股份有限公司: 张家港保税区金遴 |有限公司 2025 6月 23 贵司来函收悉,函告如下: 张家港保税区金港资产经营集团有限公司 关于保税科技股票交易异常波动的回复函 特此函复。 截至目前,本公司及股东不存在应披露而未披露的影响 贵司股价异常波动的重大信息,包括但不限于重大资产重组、 发行股份、上市公司收购、债务重组、业务重组、资产剥离 和资产注入等重大事项。 截至目前,本公司及股东无买卖贵司股票的行为。 ...

智通财经6月23日电，保税科技(600794.SH)发布异动公告，经自查，公司目前生产经营正常，内外部经 营环境未发生重大变化。公司、控股股东及实际控制人均不存在影响公司股票交易异常波动的重大事 项，不存在应披露而未披露的重大信息。公司股票价格于2025年6月20日、6月23日连续两个交易日内日 收盘价格涨幅偏离值累计超过20%，股价剔除大盘和板块整体因素后的实际波动幅度较大。敬请广大投 资者注意二级市场交易风险，理性决策，审慎投资。 2连板保税科技：生产经营正常 无应披露而未披露的重大事项 ...

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]