Market Overview - The shipping and port sector experienced a decline of 0.34% on August 13, with Lianyungang leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Notable gainers included HNA Technology (up 1.79% to 4.55), Liaoning Port (up 0.63% to 1.61), and Qinhuangdao Port (up 0.59% to 3.39) [1] - Lianyungang saw the largest decline, down 4.03% to 6.19, followed by Air China Certificate (down 3.48% to 11.11) and Ningbo Maritime (down 3.25% to 4.17) [2] Trading Volume and Value - HNA Technology had a trading volume of 1.1633 million shares, with a transaction value of 519 million [1] - Lianyungang's trading volume was 756,800 shares, with a transaction value of 467 million [2] Capital Flow Analysis - The shipping and port sector saw a net outflow of 466 million from main funds, while retail investors contributed a net inflow of 335 million [2] - Major stocks like Shanghai Port Group and Liaoning Port experienced varying levels of net inflow and outflow from different investor categories [3]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.56% to 3686.34 points, reaching a new high since December 2021 [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.81% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13,283 billion yuan, an increase of 1,181 billion yuan compared to the previous day, with over 2,600 stocks rising [1] Sector Performance - The securities sector saw a comprehensive increase, with Changcheng Securities and Guosheng Financial Holdings hitting the daily limit [1] - The liquid cooling server sector continued to strengthen, with Feilong Co., Zhunchong Technology, and Dayuan Pump Industry also hitting the daily limit [1] - The pharmaceutical sector collectively rose, with Shouyao Holdings hitting the daily limit and Meidi West rising over 11%, marking the first appearance of drugs under the "dual directory" of medical insurance [1] - The military industry stocks experienced a broad increase, with Changcheng Military Industry achieving seven consecutive limits in ten days and Fenghuo Electronics hitting the daily limit [1] Declining Sectors - The breeding industry sector declined, with Xiaoming Co. falling over 5% and Minhe Holdings dropping over 3% [1] - The port and shipping stocks generally fell, with Lianyungang dropping over 4%, and both China National Offshore and Ningbo Maritime falling over 3% [1]

Group 1 - The recent suspension of the 24% tariffs between China and the U.S. for 90 days is seen as a positive development for foreign trade enterprises, enhancing market stability and boosting confidence among businesses [1][3]. - In Jiangsu, a transformer company reported that over 50% of its orders are from the U.S., indicating a significant reliance on American markets [3]. - The volume of goods shipped to the U.S. from Suzhou remains stable, with a recent shipment weighing approximately 1.5 tons [5]. Group 2 - Shenzhen Yantian Port, a key hub for North American routes, handles over 25% of China's exports to the U.S. [6]. - The port has maintained a steady schedule of cargo ships to the U.S., with around 60 ships operating in August, averaging 6 ships per day [8]. - A cross-border logistics company near Yantian Port reported a busy warehouse, indicating continued shipping activity in light of the tariff suspension [9]. Group 3 - The A-share shipping and port sector has seen a strong performance, with stocks like Nanjing Port and China National Offshore Oil Corporation experiencing significant gains [10]. - Despite uncertainties in international trade, major ports in China have reported rapid growth in foreign trade container throughput, with over 40 out of 60 major ports showing positive growth in the first half of 2025 [10]. - China's imports and exports to over 190 countries and regions have increased, with emerging markets contributing significantly to this growth [10].

Core Viewpoint - Lianyungang Rongcong Building Materials Co., Ltd. has been established with a registered capital of 500,000 RMB, indicating a new player in the building materials industry [1] Company Summary - The legal representative of the company is Liu Dianlai [1] - The company is involved in various business activities including the sale of building materials, construction decoration materials, and processing of building stones [1] - The company also engages in the manufacturing and processing of doors and windows, as well as the sale of thermal and sound insulation materials [1] Industry Summary - The company’s operations include general projects such as earthwork engineering construction and landscaping engineering construction [1] - It also focuses on the sale of lightweight building materials and non-metallic minerals and products [1] - The company provides labor services (excluding labor dispatch) and machinery equipment leasing [1]

Group 1 - A new company, Lianyungang Ruiyu Trading Co., Ltd., has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Wei Rukun [1] - The business scope includes internet sales (excluding goods requiring permits), sales of rubber products, plastic products, chemical products (excluding licensed chemical products), agricultural and sideline product sales, grain sales, and retail of edible agricultural products [1]

Group 1 - A new company, Lianyungang Nonghui Real Estate Co., Ltd., has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Guo Chuan, and the shareholders include Lianyungang Nongfa Real Estate Co., Ltd. (90%) and Dabaihui Industrial Group Co., Ltd. (10%) [1] - The business scope includes real estate development and operation, which requires approval from relevant authorities before commencing operations [1] Group 2 - The company is classified under the real estate industry, specifically focusing on real estate development and operation [1] - The registered address of the company is Room 102, No. 17 Xinglong Road, Haizhou District, Lianyungang City, Jiangsu Province [1] - The company is registered as a limited liability company with an indefinite business term [1]

证券之星消息，8月12日江苏国企改革板块较上一交易日上涨0.16%，南 京 港领涨。当日上证指数报收 于3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。江苏国企改革板块个股涨跌见下表： 从资金流向上来看，当日江苏国企改革板块主力资金净流出6194.09万元，游资资金净流入1306.13万元， 散户资金净流入4887.96万元。江苏国企改革板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002040 | 南京港 | 1.55 Z | 27.45% | -5794.16万 | -10.24% | -9730.05万 | -17.20% | | 601688 | 华泰证券 | 1.27亿 | 9.23% | -4370.82万 | -3.18% | -8321.73万 | -6.05% | | 601008 | 连云港 | 4233.29万 | 5.27% | -14 ...

证券之星消息，8月12日航运港口板块较上一交易日上涨0.54%，南 京 港领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入4.33亿元，游资资金净流出1.94亿元，散户资金净 流出2.38亿元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002040 | 南京港 | 10.69 | 9.98% | 55.00万 | | 5.66亿 | | 833171 | 国航远洋 | 11.51 | 8.58% | 53.94万 | | 6.17亿 | | 601008 | 连云港 | 6.45 | 6.79% | 126.46万 | | 8.03亿 | | 600798 | 宁波海运 | 4.31 | 6.42% | 152.46万 | | 6.48亿 | | 000520 | 凤凰航运 | 4.99 | 3.74% | ...

证券代码：601008 证券简称：连云港 公告编号：临 2025-045 江苏连云港港口股份有限公司 《上海证券交易所上市公司自律监管指引第 1 号--规范运作》 以及《公司章程》的有关规定，王新文先生、吴治明先生的离任自公司收到辞职 报告之日起生效，其离任不会导致公司董事会成员低于法定最低人数，不会影响 公司董事会正常运作。公司将按照《公司法》、 《公司章程》等相关规定尽快完成 关于公司董事离任的公告 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。 一、董事提前离任基本情况 到董事王新文先生、董事吴治明先生提交的书面辞职报告。王新文先生、吴治明 先生因工作原因申请辞去公司董事并战略委员会委员职务，具体情况如下： | | | | | 是否继续在 | 具 | 是否存在 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 原定任期 | 离任 | 上市公司及 | 体 | 未履行完 | | 姓名 | 离任职务 | 离任时间 | | | | | | | | | | ...

Group 1 - The company announced the resignation of two directors, Wang Xinwen and Wu Zhiming, due to work-related reasons, effective August 12, 2025 [2] - For the year 2024, the company's revenue composition is as follows: 76.24% from loading and related services, 17.87% from shipping and other services, 4.12% from financial services, and 1.76% from other businesses [2]