Group 1 - The A-share market showed mixed performance on February 4, 2026, with the Transportation ETF (159666) rising by 1.48%, and key holdings such as China Eastern Airlines increasing over 7%, Huaxia Airlines over 5%, and Ningbo Port over 4% [1] - The 2026 Spring Festival travel rush, lasting from February 2 to March 13, is expected to see a record high of 9.5 billion people traveling across regions, driven by both family visits and tourism [1] - National civil aviation passenger transport volume during the Spring Festival is projected to reach 95 million, averaging 2.38 million passengers per day, representing a year-on-year growth of approximately 5.3% [1] Group 2 - The Transportation ETF (159666) and its linked funds (019405/019404) are the only ETFs tracking the CSI All-Share Transportation Index, which includes logistics, railways, highways, shipping ports, and airports, reflecting the overall performance of listed transportation companies in the A-share market [2]

Core Insights - The Zhejiang Maritime Bureau reported that on the first day of the 2026 Spring Festival travel season, key material transportation at coastal ports in Zhejiang reached nearly 2.3 million tons [1] - During the 40-day Spring Festival period from February 2 to March 13, the total key material transportation at Zhejiang's coastal ports is expected to reach approximately 40 million tons, with energy materials accounting for over 60% [1] Group 1 - On February 2, the first day of the Spring Festival travel season, Ningbo-Zhoushan Port stood out by transporting about 1.92 million tons of energy materials, including crude oil, liquefied natural gas (LNG), and thermal coal, significantly supporting the supply of essential goods [1] - Other ports such as Wenzhou, Taizhou, and Jiaxing also efficiently completed their key material transportation tasks, with Wenzhou Port handling 154,000 tons of thermal coal and ore, Taizhou Port managing 125,400 tons of thermal coal, and Jiaxing Port transporting 94,000 tons of thermal coal [1] - The inventory levels of key materials at major ports in Zhejiang are currently sufficient [1] Group 2 - The Zhejiang Maritime Department will implement 24-hour emergency duty during the Spring Festival period and plans to deploy 14 patrol boats to key water areas [2] - A "point-to-point" meteorological warning information push mechanism will be established to proactively address the impact of adverse weather conditions, such as winter cold waves and strong winds, on maritime transportation [2]

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

特此公告。 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。 2026年1月份，宁波舟山港股份有限公司预计完成集装箱吞吐量 503万标准箱，同比增长9.5%；预计完成货物吞吐量11200万吨，同 比增长4.8%。 本公告所载2026年1月份的业务数据属于快速统计数据，与最终 实际数据可能存在差异，请投资者注意投资风险。 证券代码：601018 证券简称：宁波港 编号：临 2026-003 债券代码：175812 债券简称：21 宁港 01 宁波舟山港股份有限公司 2026 年 1 月份主要生产数据提示性公告 宁波舟山港股份有限公司董事会 2026 年 2 月 4 日 ...

Core Viewpoint - Ningbo Zhoushan Port Co., Ltd. is expected to achieve a container throughput of 5.03 million TEUs in January 2026, representing a year-on-year increase of 9.5% [1] - The company anticipates a cargo throughput of 112 million tons, reflecting a year-on-year growth of 4.8% [1] Summary by Category - **Container Throughput** - Expected to reach 5.03 million TEUs in January 2026, up 9.5% year-on-year [1] - **Cargo Throughput** - Anticipated to total 112 million tons in January 2026, an increase of 4.8% year-on-year [1]

Core Viewpoint - Ningbo Port (601018.SH) is expected to achieve a container throughput of 5.03 million TEUs in January 2026, representing a year-on-year increase of 9.5% and a cargo throughput of 112 million tons, reflecting a year-on-year growth of 4.8% [1] Group 1 - The company anticipates a container throughput of 5.03 million TEUs in January 2026 [1] - The projected year-on-year growth for container throughput is 9.5% [1] - The expected cargo throughput is 112 million tons [1] Group 2 - The year-on-year growth for cargo throughput is estimated at 4.8% [1]

Core Viewpoint - Ningbo Port (601018.SH) is expected to achieve a container throughput of 5.03 million TEUs in January 2026, representing a year-on-year growth of 9.5% and a cargo throughput of 112 million tons, reflecting a year-on-year increase of 4.8% [1] Group 1 - The company anticipates a container throughput of 5.03 million TEUs in January 2026 [1] - The projected year-on-year growth for container throughput is 9.5% [1] - The expected cargo throughput is 112 million tons for the same period [1] Group 2 - The year-on-year growth for cargo throughput is estimated at 4.8% [1]

Core Viewpoint - The shipping and port sector experienced a decline of 2.36% on February 2, with significant losses in individual stocks, particularly China National Offshore Oil Corporation (CNOOC) leading the drop [1][2]. Market Performance - The Shanghai Composite Index closed at 4015.75, down 2.48% - The Shenzhen Component Index closed at 13824.35, down 2.69% [1]. Individual Stock Performance - Notable declines included: - CNOOC down 7.09% to 9.44 with a trading volume of 280,200 shares and a turnover of 271 million yuan - China Merchants Energy down 5.42% to 3.49 with a trading volume of 2,161,800 shares and a turnover of 765 million yuan - China Merchants Shipping down 5.02% to 10.79 with a trading volume of 1,279,300 shares and a turnover of 1.416 billion yuan [2]. Capital Flow Analysis - The shipping and port sector saw a net outflow of 9.52 billion yuan from institutional investors, while retail investors contributed a net inflow of 4.89 billion yuan [2]. - The main stocks with significant capital flow included: - HNA Technology with a net inflow of 29.49 million yuan from institutional investors - Chongqing Port with a net inflow of 4.41 million yuan from institutional investors [3].

Core Insights - The shipping and port sector experienced a rise of 0.59% on January 28, with Haitong Development leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Haitong Development (603162) closed at 13.05, up 4.82% with a trading volume of 252,400 shares and a transaction value of 328 million yuan [1] - Qingdao Port (601298) closed at 9.47, up 2.82% with a trading volume of 403,500 shares and a transaction value of 381 million yuan [1] - Qin Port Co. (601326) closed at 3.63, up 2.54% with a trading volume of 472,100 shares and a transaction value of 170 million yuan [1] - Liaoning Port Co. (601880) closed at 1.69, up 2.42% with a trading volume of 1,938,200 shares and a transaction value of 326 million yuan [1] - Ningbo Shipping (600798) closed at 3.84, up 2.13% with a trading volume of 635,100 shares and a transaction value of 243 million yuan [1] Capital Flow - The shipping and port sector saw a net outflow of 476 million yuan from institutional investors, while retail investors contributed a net inflow of 88.99 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2][3] Individual Stock Capital Flow - Zhonggu Logistics (603565) experienced a net outflow of 41.62 million yuan from institutional investors, while retail investors had a net outflow of 11.08 million yuan [3] - Liaoning Port Co. (601880) saw a net inflow of 34.01 million yuan from institutional investors, indicating strong interest [3] - Haitong Development (603162) had a net inflow of 22.27 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3]