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]

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 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% [1] - Zhongji Xuchuang's net profit for the first three quarters reached 7.13 billion yuan, a year-on-year growth of 90.05% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [1] - Luxshare Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, a year-on-year increase of 23.59% to 28.59% [1] Group 3: Other Announcements - China National Airlines plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [2] - Suneng Co., Ltd. has put into operation the Ulagai 2 unit (1000MW) investment project [2] - Ruisheng Intelligent plans to reduce its holdings by no more than 3% [2]

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。 ...

Core Insights - The company, Tangshan Port (601000.SH), announced that it is expected to achieve a cumulative cargo throughput of 200.7 million tons by October 30, 2025, which exceeds 200 million tons, representing a year-on-year growth of 3.9% [1] Company Summary - Tangshan Port's projected cargo throughput for the current year is 200.7 million tons, indicating a strong operational performance [1] - The year-on-year growth rate of 3.9% reflects the company's ability to increase its cargo handling capacity [1]

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]

Core Insights - Tangshan Port (601000.SH) reported a total operating revenue of 4.091 billion yuan for Q3 2025, ranking 13th among disclosed peers, which is a decrease of 191 million yuan or 4.47% year-on-year [1] - The net profit attributable to shareholders was 1.388 billion yuan, ranking 5th among peers, down by 193 million yuan or 12.22% compared to the same period last year [1] - The net cash inflow from operating activities was 1.409 billion yuan, ranking 11th among peers, a decrease of 582 million yuan or 29.23% year-on-year [1] Financial Ratios - The latest debt-to-asset ratio is 9.45%, ranking 1st among disclosed peers, an increase of 0.26 percentage points from the previous quarter and 0.15 percentage points from the same period last year [3] - The latest gross profit margin is 46.58%, ranking 2nd among peers, an increase of 1.40 percentage points from the previous quarter, but a decrease of 3.59 percentage points year-on-year [3] - The latest return on equity (ROE) is 6.62%, ranking 8th among peers, down by 1.13 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.23 yuan, ranking 14th among peers, a decrease of 0.03 yuan or 12.22% year-on-year [3] - The latest total asset turnover ratio is 0.16 times, ranking 20th among peers, a decrease of 0.01 times year-on-year [3] - The latest inventory turnover ratio is 22.31 times, ranking 12th among peers, a decrease of 0.39 times or 1.74% year-on-year [3] Shareholder Structure - The number of shareholders is 76,100, with the top ten shareholders holding 4.084 billion shares, accounting for 68.91% of the total share capital [3] - The largest shareholder is Tangshan Port Industrial Group Co., Ltd., holding 44.88% of the shares [3] - Other significant shareholders include Hebei Construction Investment Transportation Co., Ltd. (9.89%) and Beijing Beikong Jingtai Investment Management Co., Ltd. (3.91%) [3]

Core Viewpoint - The company has announced its third-quarter financial results for 2025, emphasizing the accuracy and completeness of the information provided in its reports [3][15][23]. Financial Data - The financial statements for the third quarter of 2025 have not been audited [3]. - The company has confirmed that the financial information in the quarterly report is true, accurate, and complete, with no significant omissions [2][15]. Shareholder Information - The company has not reported any changes in the number of shareholders or significant changes in the top ten shareholders during the reporting period [5]. Audit Information - The company has appointed Ernst & Young Hua Ming as its financial and internal control audit institution for 2025, with a change in the signing accountant due to personnel adjustments [8][9][10]. Investor Communication - An investor performance briefing is scheduled for November 14, 2025, to discuss the third-quarter results and address investor questions [15][17][19]. - Investors can submit questions in advance through the Shanghai Stock Exchange Roadshow Center [18]. Board Meeting Resolutions - The board of directors has approved the third-quarter report and adjustments to the 2025 investment plan, with unanimous support from all attending members [23][26].