格隆汇1月12日丨唐山港(601000.SH)公布，2025年度，公司预计累计完成货物吞吐量2.42亿吨，同比增 长4.1%。其中，矿石完成1.29亿吨，钢材完成0.15亿吨，煤炭完成0.66亿吨，其他货种完成0.32亿吨。 ...

格隆汇1月4日丨唐山港(601000.SH)公布，截至本公告披露日，建投交通已通过上海证券交易所系统以 集中竞价方式增持公司股份1.22亿股，占公司总股本的2.06%，增持金额49,238.25万元。增持后，建投 交通合计持有公司股份60,259.23万股，占公司总股本的10.17%。 ...

格隆汇1月4日丨唐山港(601000.SH)公布，截至本公告披露日，建投交通已通过上海证券交易所系统以 集中竞价方式增持公司股份1.22亿股，占公司总股本的2.06%，增持金额49,238.25万元。增持后，建投 交通合计持有公司股份60,259.23万股，占公司总股本的10.17%。 ...

证券代码：601000 证券简称：唐山港 公告编号：2026-001 唐山港集团股份有限公司 关于持股 5%以上股东增持股份进展公告 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： 已披露增持计划情况：唐山港集团股份有限公司（以下简称公司）于 2025 年 3 月 1 日披露《唐山港集团股份有限公司关于持股 5%以上股东 增持计划的公告》，基于对公司长期投资价值的认可及对公司未来持续 稳健发展的信心，为提振投资者信心，促进资本市场稳定发展，公司 持股 5%以上股东河北建投交通投资有限责任公司（以下简称建投交通） 计划自增持计划公告披露之日起 12 个月内，通过上海证券交易所系统 以集中竞价方式增持公司股份，增持股份实施金额不低于 25,000 万元 且不超过 50,000 万元。本次增持计划不设价格区间，建投交通将根据 公司股票价格波动情况及资本市场整体趋势，择机实施增持计划。 增持计划的实施进展情况：截至本公告披露日，建投交通已通过上海 证券交易所系统以集中竞价方式增持公司股份 12,191.89 ...

Core Viewpoint - The first cargo ship of the year, the "Magnus," arrived at Tangshan Port, marking a strong start for freight operations in 2023, with a cargo of 114,000 tons of iron ore [1][2]. Group 1: Operational Efficiency - The smart scheduling system at the port allows for real-time monitoring of ship information, cargo distribution, machinery status, and operational progress, enhancing overall efficiency [2]. - The port aims to complete the intelligent transformation of 39 large port machinery units by 2025, enabling remote control and autonomous operation [2]. - The implementation of smart ecological robots, online detection systems for stackers, and inspection drones is part of the comprehensive application of intelligent facilities [2]. Group 2: Future Goals - By 2025, the Tangshan Port's mineral terminal is projected to achieve a cargo throughput of 69.31 million tons, with a year-on-year increase in ship operation efficiency of 15.92% [2]. - The company is focused on upgrading the terminal's intelligence and establishing a comprehensive, detailed operational control system to further enhance operational efficiency [2].

鹏华安荣混合A（011572）基金经理为张静娴、寇斌权。 截至发稿，张静娴累计任职时间238天，现任基金资产总规模30.08亿元，任职期间最佳基金回报 3.22%， 任职期间最差基金回报0.82%。 寇斌权累计任职时间2年195天，现任基金资产总规模37.85亿元，任职期间最佳基金回报96.46%， 任职 期间最差基金回报0.39%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月31日，唐山港跌1.03%，截至发稿，报3.83元/股，成交1.28亿元，换手率0.56%，总市值226.96亿 元。 资料显示，唐山港集团股份有限公司位于河北省唐山市海港经济开发区唐山港大厦，成立日期2003年1 月3日，上市日期2010年7月5日，公司主营业务涉及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。主营业务收入构成为：散杂货板块93.54%，商 品销售板块3.14%，物流及服务板块2.43%，其他(补充)0 ...

Core Viewpoint - The shipping and port sector experienced a decline of 1.18% on December 30, with Antong Holdings leading the drop. The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. Group 1: Market Performance - The shipping and port sector saw a decline of 1.18% on the trading day [1]. - Antong Holdings was the biggest loser in the sector, with a closing price of 5.49, down 6.95% [2]. - The sector's main stocks showed mixed performance, with Chongqing Port rising by 1.08% to 5.61, while other stocks like Xiamen Port and Haixia Co. fell by 5.20% and 5.51%, respectively [1][2]. Group 2: Trading Volume and Capital Flow - The total trading volume for the shipping and port sector was significant, with Chongqing Port recording a volume of 400,800 shares and a transaction value of 225 million yuan [1]. - The sector experienced a net outflow of 403 million yuan from main funds, while retail investors saw a net inflow of 308 million yuan [2]. - The capital flow data indicates that major stocks like Zhongyuan Shipping and Shanghai Port had varying levels of net inflow and outflow, reflecting investor sentiment [3].

Core Viewpoint - The China National Railway Group (China Railway) has signed agreements with seven shipping companies to enhance container multimodal transport through a unified "one document" system, increasing the total number of collaborating shipping companies to 11, aiming to improve logistics efficiency and reduce costs for the real economy [1][2]. Group 1 - China Railway has partnered with seven shipping companies, including Tangshan Port and Shanghai Xinyangshan Container Transport, to develop a unified "one document" multimodal transport system [1]. - The collaboration aims to leverage the strengths of each party to offer more efficient multimodal transport products, thereby enriching the "China Railway Logistics" product system [1]. - This initiative is expected to support the smooth operation of the real economy and lower overall logistics costs [1]. Group 2 - In 2023, the railway's 95306 platform has published 243 "one document" products and established six iron-water intermodal transport corridors, facilitating the shipment of 38,000 standard containers [2]. - Customers can fill in multimodal transport information on the 95306 platform, which automates water transport booking and railway vehicle arrangements, allowing for a streamlined logistics process [2]. - Future plans include closer collaboration with shipping companies to introduce more "railway train + shipping vessel" combinations on the 95306 platform, enhancing modern logistics services [2].

Investment Rating - The report maintains a "Recommended" rating for the transportation industry, emphasizing high dividends and capital operations as dual engines for growth [1]. Core Insights - The transportation sector has shown mixed performance, with the overall industry ranking 8th among 31 sectors in terms of growth, having increased by 1.68% from December 1 to December 19, 2025, outperforming the CSI 300 index by 0.76 percentage points [12][13]. - The report highlights that the dividend yield for major segments within the transportation sector, including highways, railways, and ports, remains in the 3%-4% range, with coal and banking sectors leading in yield [27][21]. - The report identifies several high-dividend stocks in the A and H-share markets, recommending companies such as Sichuan Chengyu Expressway (6.0% yield) and China Merchants Port (5.8% yield) as attractive investment opportunities [21][22]. Monthly Market Performance - The report notes that the performance of dividend assets in December 2025 was generally underwhelming, with highway, railway, and port segments showing cumulative changes of -1.45%, +1.12%, and +1.21%, respectively [13][11]. - The average daily transaction volume for ports increased by 26.7% year-on-year, while highway and railway transaction volumes decreased by 5.5% and 34.8%, respectively [26][23]. - The report indicates that the low interest rate environment continues to support the market, with the 10-year government bond yield remaining stable around 1.83% [25][23]. Capital Operations - Sichuan Chengyu plans to acquire 85% of Hubei Jingyi Expressway for 2.409 billion yuan in cash, shifting from a stock issuance to a cash purchase to avoid equity dilution [32]. - Ninghu Expressway is increasing its investment in the Jiangsu Longtan Bridge project by 3.26964 billion yuan, enhancing its stake in the project [34]. - Qingdao Port has terminated its cash acquisition of the Rizhao Port oil terminal due to potential business impacts from legal issues, prioritizing shareholder interests [35]. Highway Sector Tracking - In October 2025, highway passenger traffic was reported at 975 million, a decrease of 3.7% year-on-year, while freight traffic showed a slight increase of 0.1% [36]. - The report highlights the revenue performance of key companies, such as Gansu Expressway, which reported a slight decline in toll revenue for November 2025 [44]. Railway Sector Tracking - Railway passenger volume reached 410 million in October 2025, marking a 10.1% increase year-on-year, while freight volume showed a modest increase of 0.6% [52]. - The report notes that the Daqin Railway achieved a freight volume of 37.22 million tons in November 2025, reflecting a year-on-year growth of 1.75% [59]. Port Sector Tracking - The report indicates that monitored port cargo throughput reached 1.078 billion tons over four weeks, with a year-on-year growth of 2.6% [63]. - Container throughput for the year-to-date reached 31.0469 million TEUs, reflecting a 7.7% increase compared to the previous year [63].

Core Viewpoint - The article announces the list of 43 proposed provincial key laboratories and 86 proposed provincial technology innovation centers in Hebei for the year 2025, as published by the Hebei Provincial Department of Science and Technology [1][2]. Proposed Provincial Key Laboratories - The proposed key laboratories cover various fields, including plant resources, aerospace information, semiconductor materials, and medical research, indicating a focus on both technological advancement and health sciences [3][4]. - Notable laboratories include: - Hebei Provincial Key Laboratory of Grass Resources Plant Germplasm Digitalization, affiliated with Beijing Forestry University [3]. - Hebei Provincial Key Laboratory of Tumor Radiotherapy, affiliated with Hebei Medical University Fourth Hospital [3]. - Hebei Provincial Key Laboratory of Low-Dimensional Semiconductor Materials and Devices, affiliated with Tangshan Research Institute of Beijing Jiaotong University [3]. Proposed Provincial Technology Innovation Centers - The proposed technology innovation centers aim to enhance research and development in various sectors, such as energy, pharmaceuticals, and advanced materials [5][6]. - Key centers include: - Hebei Provincial Technology Innovation Center for New Distribution System Intelligence and Reliability, affiliated with State Grid Hebei Energy Technology Service Co., Ltd. [6]. - Hebei Provincial Technology Innovation Center for Difficult-to-Solve Drugs, affiliated with Shijiazhuang Pharmaceutical Group [6]. - Hebei Provincial Technology Innovation Center for High-Performance Ultra-Thin Steel for Home Appliances, affiliated with Hebei Xinjing Steel Co., Ltd. [6]. Additional Proposed Centers - The list includes centers focused on innovative technologies such as intelligent control systems for oil and gas pipelines, advanced manufacturing techniques, and smart logistics [7]. - Examples of additional centers: - Hebei Provincial Technology Innovation Center for Intelligent Control of Oil and Gas Pipeline Networks, affiliated with China National Petroleum Corporation [7]. - Hebei Provincial Technology Innovation Center for Smart Safety and Carbon Management of In-Plant Vehicles, affiliated with Hebei Special Equipment Supervision and Inspection Research Institute [7].