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].

Core Viewpoint - Tangshan Port announced an adjustment to its 2025 investment plan during its board meeting held on October 29, 2025, via telecommunication [1] Company Summary - Tangshan Port's revenue composition for the year 2024 is as follows: 93.81% from bulk cargo, 3.47% from merchandise sales, 1.97% from logistics and services, and 0.75% from other businesses [1] - As of the report date, Tangshan Port has a market capitalization of 23.6 billion yuan [1]