登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601000 证券简称：唐山港 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。 注："本报告期"指本季度初至本季度末3个月期间，下同。 （二）非经常性损益项目和金额 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误导性陈 述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一）主要会计数据和财务指标 单位：元 币种：人民币 ■ √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 （三）主要会计数据、财 ...

每经AI快讯，唐山港（SH 601000，收盘价：3.98元）10月29日晚间发布公告称，公司八届十六次董事 会会议于2025年10月29日以通讯表决方式召开。会议审议了《关于调整公司2025年度投资计划的议案》 等文件。 （记者 贾运可） 截至发稿，唐山港市值为236亿元。 每经头条（nbdtoutiao）——"十五五"规划建议的18个新提法，释放了哪些重要信号？ 2024年1至12月份，唐山港的营业收入构成为：散杂货板块占比93.81%，商品销售占比3.47%，物流及 服务板块占比1.97%，其他业务占比0.75%。 ...

（编辑 任世碧） 证券日报网讯 10月29日晚间，唐山港发布2025年第三季度报告称，2025年第三季度公司实现营业收入 1，498，355，502.86元，同比增长14.84%；归属于上市公司股东的净利润为503，066，162.06元，同 比增长5.37%。 ...

证券代码：601000 证券简称：唐山港 公告编号：临2025-043 唐山港集团股份有限公司 会议召开时间：2025 年 11 月 14 日(星期五)16:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 07 日(星期五)至 11 月 13 日(星期四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 tspgc@china.com 进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 关于召开2025年第三季度业绩说明会的公告 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： 唐山港集团股份有限公司（以下简称公司）已于 2025 年 10 月 30 日发布公 司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三 季度经营成果、财务状况，公司计划于 ...

证券代码：601000 证券简称：唐山港 公告编号：临2025-044 唐山港集团股份有限公司 关于变更签字会计师的公告 （二）诚信记录 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。 唐山港集团股份有限公司（以下简称公司）于 2025 年 3 月 27 日、2025 年 4 月 23 日分别召开八届十次董事会、2024 年年度股东大会，审议通过《关于续 聘公司 2025 年度财务审计机构及内控审计机构的议案》，同意公司续聘安永华 明会计师事务所（特殊普通合伙）（以下简称安永华明）为公司 2025 年度的财 务审计机构和内部控制审计机构。具体内容详见公司于 2025 年 3 月 29 日在上 海证券交易所披露的《唐山港集团股份有限公司八届十次董事会会议决议公告》 《唐山港集团股份有限公司关于续聘会计师事务所的公告》及 2025 年 4 月 24 日披露的《唐山港集团股份有限公司 2024 年年度股东大会决议公告》。 公司于近日收到安永华明发来的《关于变更唐山港集团股份有限公司 2025 年度签字会计师的函》，现将具体情况公告如 ...

证券代码：601000 证券简称：唐山港 公告编号：临2025-042 唐山港集团股份有限公司（以下简称公司）八届十六次董事会会议于 2025 年 10 月 29 日以通讯表决方式召开，本次会议通知已于 2025 年 10 月 24 日以电子邮 件和书面方式向全体董事发出。本次会议应出席董事 9 人，实际出席董事 9 人。 会议的召集召开程序符合法律、行政法规、部门规章和《唐山港集团股份有限公 司章程》的有关规定。本次会议由公司董事长陈立新先生召集并主持。 二、董事会会议审议情况 （一）审议通过了《关于公司 2025 年第三季度报告的议案》 董事会同意报出公司 2025 年第三季度报告。 表决情况：9 票同意，0 票反对，0 票弃权。 本议案已经公司董事会审计委员会事前审议通过并同意提交公司八届十六次 董事会审议。 唐山港集团股份有限公司 八届十六次董事会会议决议公告 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。 一、董事会会议召开情况 本议案已经公司董事会战略委员会事前审议通过并同意提交公司八届十六次 董事会审议。 特此公 ...

唐山港集团股份有限公司 2025 年第三季度报告 证券代码：601000 证券简称：唐山港 唐山港集团股份有限公司 2025 年第三季度报告 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。 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | 项目 | 本报告期 | 本报告期比上年同 | | 年初至报告期末 | 年初至报告期末比 上年同期增减变动 | | | --- | --- | --- | --- | --- | --- | --- | | | | 期增减变动幅度(%) | | | | | | | | | | | 幅度(%) | | | 营业收入 | 1,498,355,502.86 | | 14.84 | 4,091,212,331.83 | | -4.47 | | 利润总额 | 699,750,055.85 | | 8.79 | 1,907,492,642.76 | | -11.48 | | 归属于上市公司股东的净利润 | 503,066,162.06 | | 5.37 | 1,387,855, ...

唐山港公告，第三季度营收为14.98亿元，同比增长14.84%；净利润为5.03亿元，同比增长5.37%。前三 季度营收为40.91亿元，同比下降4.47%；净利润为13.88亿元，同比下降12.22%。 ...

Quantitative Factors and Construction Methods - **Factor Name**: Large Buy Order Transaction Amount Ratio **Construction Idea**: This factor captures the buying behavior of large funds by analyzing the proportion of large buy orders in the total transaction amount for a given day[8] **Construction Process**: 1. Utilize tick-by-tick transaction data to identify buy and sell orders based on bid and ask sequence numbers[8] 2. Filter transactions by volume to identify large orders[8] 3. Calculate the proportion of large buy order transaction amounts to the total transaction amount for the day[8] **Evaluation**: This factor effectively reflects the behavior of large funds in the market[8] - **Factor Name**: Net Active Buy Transaction Amount Ratio **Construction Idea**: This factor measures the active buying behavior of investors by calculating the net active buy transaction amount as a proportion of the total transaction amount for a given day[8] **Construction Process**: 1. Use tick-by-tick transaction data to classify each transaction as either active buy or active sell based on the buy/sell flag[8] 2. Subtract the active sell transaction amount from the active buy transaction amount to obtain the net active buy transaction amount[8] 3. Calculate the proportion of net active buy transaction amount to the total transaction amount for the day[8] **Evaluation**: This factor effectively captures the active buying behavior of investors in the market[8] --- Factor Backtesting Results Large Buy Order Transaction Amount Ratio - **Top 10 Stocks (20251020-20251024)**: 1. Stone Machinery (000852.SZ): 88.4%, 99.2% time-series percentile[10] 2. ShenKai Shares (002278.SZ): 87.0%, 100.0% time-series percentile[10] 3. Oriental Garden (002310.SZ): 86.4%, 96.7% time-series percentile[10] 4. Wuhan Holdings (600168.SH): 86.1%, 97.1% time-series percentile[10] 5. Guangtian Group (002482.SZ): 85.5%, 91.4% time-series percentile[10] 6. Zhengbang Technology (002157.SZ): 85.4%, 99.2% time-series percentile[10] 7. Oriental Electric Heating (300217.SZ): 85.4%, 97.5% time-series percentile[10] 8. Nengte Technology (002102.SZ): 85.3%, 83.6% time-series percentile[10] 9. Xianfeng Holdings (002141.SZ): 85.3%, 97.5% time-series percentile[10] 10. Qingsong Jianhua (600425.SH): 85.1%, 93.4% time-series percentile[10] Net Active Buy Transaction Amount Ratio - **Top 10 Stocks (20251020-20251024)**: 1. Tangshan Port (601000.SH): 20.7%, 97.1% time-series percentile[11] 2. Changqing Shares (603768.SH): 17.0%, 100.0% time-series percentile[11] 3. Shuangyuan Technology (688623.SH): 16.3%, 99.6% time-series percentile[11] 4. Guotou Power (600886.SH): 16.3%, 98.0% time-series percentile[11] 5. Fenglong Shares (002931.SZ): 16.0%, 100.0% time-series percentile[11] 6. Gongdong Medical (605369.SH): 14.9%, 99.2% time-series percentile[11] 7. Zhaoxun Media (301102.SZ): 14.8%, 100.0% time-series percentile[11] 8. Fantuo Digital Creation (301313.SZ): 14.6%, 100.0% time-series percentile[11] 9. Huali Group (300979.SZ): 14.6%, 99.6% time-series percentile[11] --- Broad Index Backtesting Results - **Large Buy Order Transaction Amount Ratio (20251020-20251024)**: 1. Shanghai Composite Index: 75.2%, 61.5% time-series percentile[13] 2. SSE 50: 73.9%, 23.0% time-series percentile[13] 3. CSI 300: 75.5%, 77.9% time-series percentile[13] 4. CSI 500: 76.0%, 68.4% time-series percentile[13] 5. ChiNext Index: 75.2%, 76.6% time-series percentile[13] - **Net Active Buy Transaction Amount Ratio (20251020-20251024)**: 1. Shanghai Composite Index: -0.8%, 78.7% time-series percentile[13] 2. SSE 50: 3.3%, 96.3% time-series percentile[13] 3. CSI 300: 2.3%, 95.1% time-series percentile[13] 4. CSI 500: 0.8%, 86.9% time-series percentile[13] 5. ChiNext Index: 5.3%, 100.0% time-series percentile[13] --- Industry Backtesting Results - **Large Buy Order Transaction Amount Ratio (20251020-20251024)**: 1. Banking: 80.7%, 91.0% time-series percentile[14] 2. Steel: 79.5%, 3.3% time-series percentile[14] 3. Non-Banking Finance: 79.2%, 33.2% time-series percentile[14] 4. Comprehensive: 79.1%, 35.7% time-series percentile[14] 5. Real Estate: 78.7%, 34.0% time-series percentile[14] - **Net Active Buy Transaction Amount Ratio (20251020-20251024)**: 1. Electronics: 8.0%, 74.2% time-series percentile[14] 2. Communication: 7.4%, 96.3% time-series percentile[14] 3. National Defense and Military Industry: 3.5%, 35.7% time-series percentile[14] 4. Computers: 2.6%, 89.3% time-series percentile[14] 5. Automobiles: 2.6%, 60.2% time-series percentile[14] --- ETF Backtesting Results - **Large Buy Order Transaction Amount Ratio (20251020-20251024)**: 1. Bosera China Education ETF: 91.2%, 100.0% time-series percentile[16] 2. Huaxia Growth ETF: 90.5%, 97.1% time-series percentile[16] 3. Fortune Shanghai Composite ETF: 90.0%, 94.7% time-series percentile[16] 4. Fortune Tourism Theme ETF: 89.6%, 97.5% time-series percentile[16] 5. Guotai Shanghai Composite ETF: 89.3%, 92.2% time-series percentile[16] - **Net Active Buy Transaction Amount Ratio (20251020-20251024)**: 1. Bosera Chip ETF: 15.6%, 93.0% time-series percentile[17] 2. E Fund Dividend ETF: 15.2%, 94.3% time-series percentile[17] 3. Huatai-PineBridge 2000 ETF: 15.0%, 100.0% time-series percentile[17] 4. Tianhong Growth ETF: 13.7%, 82.4% time-series percentile[17] 5. Huaxia Sci-Tech ETF: 13.6%, 91.4% time-series percentile[17]

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery industry shows resilient demand, with a year-on-year growth of 12.7% in September, indicating a steady expansion of the market [4][25] - The logistics sector is witnessing technological advancements, with JD Logistics planning to procure 3 million robots and 100,000 unmanned vehicles over the next five years, which may enhance supply chain efficiency [5] - The shipping market is expected to benefit from geopolitical factors and trade negotiations, potentially increasing demand for oil transportation and bulk shipping [6][10] - The aviation sector is experiencing growth, with a 10.8% increase in international flight volumes for the upcoming winter-spring season, reflecting a recovery in air travel [10][12] Summary by Sections Express Delivery - In September 2025, the express delivery business volume reached 16.88 billion pieces, a 12.7% year-on-year increase, with revenue of 127.37 billion yuan, up 7.2% [4][25] - Major players like SF Express and JD Logistics are expected to benefit from cyclical recovery and cost control, with significant growth potential [14] Shipping and Ports - The VLCC market may benefit from U.S. sanctions on Russian oil, potentially increasing long-distance shipping demand [6] - The shipping market is expected to see a recovery driven by environmental regulations and geopolitical stability, with recommendations to focus on companies like China Shipping and COSCO [14][15] Aviation - The aviation industry is projected to maintain steady growth, with a 10.3% increase in total transport turnover and a 5.2% rise in passenger transport volume in the first three quarters of 2025 [10] - Airbus has opened a new A320 assembly line in Tianjin, marking a significant milestone in Sino-European cooperation [9] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 2.33% and highway freight truck traffic rising by 24.72% [13] - Strategic partnerships in the highway sector are being formed to enhance service offerings and operational efficiency [13] Overall Market Performance - From October 20 to October 24, 2025, the transportation sector index increased by 1.12%, underperforming the Shanghai Composite Index, which rose by 2.88% [20][23]