唐山港集团股份有限公司成立于2003年1月3日，2010年7月5日在上海证券交易所上市，注册地址和办公地 址均为河北省唐山市。它是我国重要的港口之一，是连接华北、东北和西北地区的重要枢纽，拥有丰富的 港口资源和完善的集疏运体系。 唐山港主要从事港口综合运输业务，具体包括港口装卸堆存、运输物流、保税仓储、港口综合服务等业务 类型。所属申万行业为交通运输-航运港口-港口，所属概念板块有港口运输、低价、证金汇金核聚变、超 导概念、核电。 经营业绩：营收行业第12，净利润行业第6 国金证券指出，Q3营收同比增长或由于公司港口吞吐量增长，2025年7 - 8月唐山港口吞吐量合计14706万 吨，同比增长5.3%；外贸货物吞吐量为6295万吨，同比增长7.1%。预计公司煤炭吞吐量较好，Q3京唐老 港及36 - 40码头煤炭吞吐量合计1490万吨，同比增长37%。公司已连续三年每股派息0.2元，参照现股价股 息率维持在约5%，具备较高安全边际。10月14日，二股东河北建投交通投资有限责任公司增持公司，股权 比例从9.71%上升至10%。同时公司计划新建51号、52号散货泊位，已于2025年6月取得项目用海、环评批 复，7月 ...

Core Viewpoint - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony highlighted the achievements of listed companies, with Tangshan Port receiving the "2024 Most Investment Value Award" and its Secretary receiving the "Golden Bull Secretary Award" [1] Group 1: Event Overview - The forum was held in Nantong, Jiangsu, under the theme "Moving Towards New Heights, Achieving Practical Results, and Enlightening the Future" [1] - The Golden Bull Award, established in 1999, has become a significant benchmark for evaluating the comprehensive strength of listed companies in China [1] Group 2: Award Significance - The award aims to create a credible platform for communication and brand display in the Chinese capital market, promoting the healthy development of listed companies [1] - The Golden Bull Award has documented the development of the capital market and recognized companies with strong governance, performance growth, and positive shareholder and societal returns [1]

Core Points - The company has reported an estimated cargo throughput of 200.7 million tons for the year as of October 30, 2025, which represents a year-on-year increase of 3.9% [1][2] Group 1 - The company emphasizes that the disclosed production data is based on rapid statistics and may differ from the final actual data, urging investors to be aware of investment risks [1]

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cumulative cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [2] - Lixun Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, an increase of 23.59% to 28.59% year-on-year [2] - Zhongji Xuchuang reported a net profit of 7.13 billion yuan for the first three quarters, a year-on-year increase of 90.05% [2] Group 3: Shareholding Changes - Ruisheng Intelligent plans to reduce its shareholding by no more than 3% [2] - Saiwei Microelectronics' Vice President and Weihe Investment plan to reduce their holdings by no more than 1% [3] - Weidao Nano's executive Zhou Ren intends to reduce his holdings by no more than 378,700 shares [3] Group 4: Other Developments - Air China plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [3] - Suneng Co., Ltd. has completed the commissioning of the Ulagai 2 unit (1000MW) investment project [3]

| | | 10月30日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | H股 | 华依科技 | 拟发行H股股票并在香港联交所主板上市 | | 签约项目 | 长江通信 | 拟投资约4.5亿元建设"迪爱斯智能设备研发生产基地项目" | | 合同中标 | 空港股份 | 中标约9171.68万北广通信厂房装修改造工程 | | 股权转让 | 昂立教育 | 道遥文化拟以3800万元收购上海乐游100%股权 | | 经营数据 | 唐山港 | 本年累计预计完成货物吞吐量20070万吨 同比增长3.9% | | 业绩 | 赛力斯 | 前三季度净利润为53.12亿元,同比增长31.56% | | 增减持 | 瑞晟智能 | 瑞合晟拟减持不超3%股份 | | 其他 | 中国国航 | 拟向控股股东及关联方定增募资不超200亿元 | | | 苏能股份 | 募投项目乌拉盖#2机组(1000MW)投产 厨房隆汇 | 【H股】 华依科技(688071.SH)：拟发行H股股票并在香港联交所主板上市 【项目投资】 长江通信(600345.SH)：拟总投资额约4.5亿元建设"迪爱斯智能设备研发生产 ...

Investment Rating - The investment rating for Tangshan Port (601000) is "Accumulate" [1] Core Views - The report indicates that the company's profit is gradually recovering as the impact of factors affecting the shipping side has weakened [3] - The core cargo types are showing a sequential recovery in throughput [4] - The report projects revenue and net profit for 2025-2027, with expected revenues of 54.65 billion, 56.43 billion, and 57.23 billion respectively, and net profits of 18.12 billion, 19.51 billion, and 20.09 billion respectively [5] Financial Performance - For the first three quarters of 2025, the cumulative operating revenue was 40.91 billion, a year-on-year decrease of 4.47%, with quarterly revenues of 12.37 billion, 13.56 billion, and 14.98 billion, showing respective year-on-year growth rates of -16.64%, -9.24%, and 14.84% [5] - The cumulative net profit attributable to the parent company for the same period was 13.88 billion, a year-on-year decrease of 12.22%, with quarterly profits of 3.81 billion, 5.03 billion, and 5.03 billion, showing respective year-on-year growth rates of -29.53%, -10.50%, and 5.37% [5] - The iron ore throughput for the first three quarters was 10.44 million tons, a year-on-year increase of 3.25% [5] - The coal throughput for the same period was 4.54 million tons, a year-on-year decrease of 0.42% [5] Earnings Forecast - The forecast for 2025-2027 includes expected revenues of 54.65 billion, 56.43 billion, and 57.23 billion, with year-on-year growth rates of -4.52%, 3.25%, and 1.42% respectively [5] - The expected net profits for the same period are 18.12 billion, 19.51 billion, and 20.09 billion, with year-on-year growth rates of -8.45%, 7.68%, and 2.99% respectively [5] - The report estimates the EPS for 2025-2027 to be 0.31, 0.33, and 0.34 respectively, with corresponding P/E ratios of 13.02, 12.09, and 11.74 [5][6]

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个别及连带责任。 证券代码：601000 证券简称：唐山港 公告编号：临2025-045 唐山港集团股份有限公司 关于公司主要生产数据的自愿性披露公告 特此公告。 2025 年 10 月 31 日 唐山港集团股份有限公司 截至 2025 年 10 月 30 日，唐山港集团股份有限公司（简称公司）本年累计 预计完成货物吞吐量 20,070 万吨，已超过 2 亿吨，同比增长 3.9%。 董 事 会 本公告所披露的生产经营数据属于快速统计数据，与公司最终实际数据可能 存在差异，请投资者注意投资风险。 ...

智通财经APP讯，唐山港(601000.SH)公告，截至2025年10月30日，公司本年累计预计完成货物吞吐量 20070万吨，已超过2亿吨，同比增长3.9%。 ...

Core Viewpoint - Tangshan Port (601000.SH) announced that by October 30, 2025, the company is expected to achieve a cumulative cargo throughput of 200.7 million tons, exceeding 200 million tons, with a year-on-year growth of 3.9% [1] Summary by Category - **Company Performance** - The expected cumulative cargo throughput for the year is 200.7 million tons, which indicates a strong operational performance [1] - The year-on-year growth rate of 3.9% reflects the company's ability to increase its throughput compared to the previous year [1]

2025年10月30日，唐山港(601000.SH)发布2025年三季报。 公司摊薄每股收益为0.23元，在已披露的同业公司中排名第14，较去年同报告期摊薄每股收益减少0.03 元，同比较去年同期下降12.22%。 公司营业总收入为40.91亿元，在已披露的同业公司中排名第13，较去年同报告期营业总收入减少1.91亿 元，同比较去年同期下降4.47%。归母净利润为13.88亿元，在已披露的同业公司中排名第5，较去年同 报告期归母净利润减少1.93亿元，同比较去年同期下降12.22%。经营活动现金净流入为14.09亿元，在 已披露的同业公司中排名第11，较去年同报告期经营活动现金净流入减少5.82亿元，同比较去年同期下 降29.23%。 公司最新资产负债率为9.45%，在已披露的同业公司中排名第1，较上季度资产负债率增加0.26个百分 点，较去年同期资产负债率增加0.15个百分点。 公司最新毛利率为46.58%，在已披露的同业公司中排名第2，较上季度毛利率增加1.40个百分点，实现2 个季度连续上涨，较去年同期毛利率减少3.59个百分点。最新ROE为6.62%，在已披露的同业公司中排 名第8，较去年同期ROE减 ...