智通财经5月16日电，宁波远洋(601022.SH)发布异动公告，根据中证指数网发布的数据，交通运输业、 仓储和邮政业中水上运输业2025年5月15日平均滚动市盈率为9.61倍，行业平均市净率为1.12倍，公司最 新滚动市盈率为25.89倍，最新市净率为2.44倍，明显高于同行业平均水平。敬请广大投资者注意二级市 场交易风险，理性决策，审慎投资。 宁波远洋：最新市净率明显高于同行业平均水平 ...

Market Overview - A-shares experienced a downward trend, with the Shanghai Composite Index closing at 3380.82, down 0.68%, and the Shenzhen Component Index down 1.62% at 10186.45 [1] - The Hong Kong market also declined, with the Hang Seng Index falling nearly 1% and the Hang Seng Tech Index down 1.5% [1] Consumer Sector Performance - The consumer sector showed strong performance, particularly in beauty and personal care, which rose by 6.46%, with 31 out of 33 stocks increasing [2] - The cosmetics segment led the A-share market with no stocks declining, and significant gains were noted for companies like Bawei Co. and Qingsong Co. [2] - Retail sales in the cosmetics sector are projected to reach 114.9 billion yuan by Q1 2025, reflecting a 3.20% year-on-year growth [2] Promotional Activities and Market Dynamics - Major platforms like Tmall, Douyin, and JD.com are intensifying competition with synchronized promotional events starting on May 13 [3] - The beauty and personal care sector is expected to see structural opportunities due to extended promotional periods and product innovation [3] - The apparel sector also showed activity, with companies like Anzheng Fashion hitting the daily limit [3] Synthetic Biology Sector - The synthetic biology concept saw a rise, particularly after a promotional campaign by Kelun Pharmaceutical, which boosted interest in the sector [4] - The synthetic biology sector's overall increase was 2.05%, with several stocks achieving significant gains [4] - The demand for bio-based materials and pharmaceutical intermediates is expected to grow, providing a broad market for synthetic biology companies [5] Shipping and Port Sector - The shipping sector saw a resurgence, with the European shipping index rising by 8.72% [7] - Companies like China National Offshore Oil Corporation and Ningbo Port experienced significant stock price increases, with some stocks hitting the daily limit [7] - Recent adjustments in U.S.-China tariff policies have led to a surge in exports to the U.S., boosting shipping volumes [7][8]

证券代码：601022 证券简称：宁波远洋 公告编号：2025-019 根据中证指数网（www.csindex.com.cn）发布的数据，交通运输业、仓储 和邮政业中水上运输业 2025 年 5 月 14 日平均滚动市盈率为 9.64 倍，行业平均 市净率为 1.12 倍，公司最新滚动市盈率为 23.54 倍，最新市净率为 2.22 倍，明 显高于同行业平均水平。 宁波远洋运输股份有限公司 股票交易风险提示公告 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。 宁波远洋运输股份有限公司（以下简称"公司"）股价短期涨幅较大， 存在较大风险。公司股票于 2025 年 5 月 12 日、5 月 13 日、5 月 14 日连续三个 交易日内日收盘价格涨幅偏离值累计超过 20%，公司已于 5 月 15 日披露了《宁 波远洋运输股份有限公司股票交易异常波动公告》（公告编号：2025-018）。2025 年 5 月 15 日，公司股票再次涨停。公司股票股价短期涨幅较大，存在较大风险。 公司基本面未发生重大变化，也不存在应披露而未披露的重大信息 ...

Core Viewpoint - The stock price of Ningbo Ocean (601022) has experienced significant short-term increases, leading to potential risks for investors [1] Summary by Relevant Sections - Stock Performance - The company's stock price has deviated significantly, with a cumulative increase of over 20% in closing prices over three consecutive trading days from May 12 to May 14, 2025 [1] - On May 15, 2025, the stock hit the daily limit again [1] - Company Fundamentals - There have been no significant changes in the company's fundamentals, and there are no undisclosed major information that could affect the stock [1] - Investor Advisory - Investors are advised to be cautious of trading risks in the secondary market and to make rational decisions [1]

Market Overview - The market experienced a volume contraction with the ChiNext index dropping nearly 2% by the end of the day. The synthetic biology concept stocks surged, with companies like Chuaning Biological, Jieya Co., and Meinong Biological hitting the daily limit. The shipping sector saw a rise and subsequent fall, with Ningbo Shipping, Ningbo Ocean, and Lianyungang achieving three consecutive limits. Consumer stocks in food, apparel, and beauty care were active, with Xiwang Food, Lafang Cosmetics, and Fengzhu Textile also hitting the daily limit. Conversely, the military industry faced adjustments, with Tianjian Technology nearing a limit down, and computing power concept stocks weakened, with Hongjing Technology dropping nearly 10%. Overall, over 3,800 stocks in the Shanghai and Shenzhen markets declined, with a total transaction volume of 1.19 trillion [1]. Hot Topics Health Products - Kolun Pharmaceutical's advertisement for ergothioneine capsules has sparked significant discussion, with Chairman Liu Gexin personally endorsing the product. Ergothioneine is a natural small molecule derived from histidine thiourea, found in microbial cells and plants. It cannot be synthesized by the human body and must be obtained through diet, with mushrooms being a key source. Sales of oral beauty products containing ergothioneine on a major e-commerce platform surged by 60 times year-on-year in the first half of 2024 [4][5]. Shipping - The shipping sector remained active, with Ningbo Ocean and Lianyungang achieving three consecutive limits. Following trade negotiations between China and the U.S., container shipping bookings from China to the U.S. surged nearly 300%, with the average booking volume for 20-foot standard containers skyrocketing to 21,530, up from 5,709 a week prior. Goldman Sachs anticipates a significant increase in Chinese exports over the next 90 days due to a tariff suspension [6][8]. Consumer Sector - The consumer sector was lively, with stocks like Marubi, Dengkang Dental, and Baiyang hitting the daily limit. The Tmall 618 promotion commenced, with the first hour's GMV for popular beauty products increasing over 10% year-on-year. Additionally, the price of tilapia has risen to 4.5 yuan per pound, with China being a major producer and exporter of tilapia, producing over 1.6 million tons annually, with about a quarter exported to the U.S. [9][10]. Stock Performance - Notable stocks in the health products sector include: - Jiaoda Aongli (600530.SS) with a price of 7.50, up 9.97%, and a market cap of 5.812 billion - Lafang Cosmetics with a price of 21.97, up 10.02%, and a market cap of 4.948 billion - Chuaning Biological with a price of 14.02, up 20.03%, and a market cap of 8.635 billion [5][10]. - In the shipping sector: - Ningbo Ocean (601022.SS) at 11.12, up 9.99%, with a market cap of 2.765 billion - Lianyungang (601008.SS) at 6.77, up 10.08%, with a market cap of 8.399 billion [7][10]. - In the consumer sector: - Zhejiang Yongqiang (002489.SZ) at 4.07, up 10.00%, with a market cap of 7.786 billion - Marubi (603983.SS) at 52.53, up 10.01%, with a market cap of 21.065 billion [10].

Group 1 - The A-share market opened lower on May 15, with the Shanghai Composite Index down 0.42% to 3389.75 points, the Shenzhen Component Index down 1.12% to 10238.63 points, and the ChiNext Index down 1.35% to 2055.06 points [1] - The shipping and logistics sectors continued to rise, with notable performances from companies like Lianyungang, Nanjing Port, Ningbo Maritime, and Ningbo Ocean, achieving three consecutive days of gains [1] - The consumer sector showed strong performance, particularly in the beauty and personal care segment, which rose by 4.49%, while the food and beverage sector followed closely [1] Group 2 - The shipping market is experiencing a surge due to improved export demand expectations and adjustments in U.S.-China tariff policies, leading to a rush in shipping activities as the traditional transportation peak season approaches [2] - Some leading shipping companies have indicated price increases for June, creating a forward price anchoring effect, while the overall market sentiment has shifted positively due to the easing of trade tensions [2] - The futures market has seen significant increases, with the European shipping contract rising over 40% in four trading days, reflecting the bullish sentiment in the shipping sector [2] Group 3 - Future sustainability of the shipping market recovery depends on three key variables: the strength of inventory replenishment in Europe and the U.S., shipping companies' capacity control measures, and geopolitical risk premiums [3] - If the PMI new orders index remains above 55 in May, the peak season could extend until August, while significant capacity management by major shipping lines could push freight rates up by 15% to 20% [3] - Long-term supply pressure remains, with a 10% year-on-year expansion in the global container fleet, which may challenge the recovery cycle by the end of Q3 [3]

Market Overview - A-shares experienced a weak fluctuation in early trading on May 15, with the ChiNext index leading the decline, as the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index by 0.70%, and the ChiNext index by 0.90% [1] Economic Outlook - Huajin Securities indicated that the reduction in tariffs exceeded expectations, which could significantly improve economic fundamentals and market sentiment, suggesting a potential upward breakthrough for A-shares in the short term [2] Key Sectors Shipping and Logistics Sector - The shipping and logistics sector continued its upward trend, with stocks like Nanjing Port, Ningbo Maritime, and Ningbo Ocean achieving three consecutive trading limits. The main contract for European shipping surged over 10% in early trading, and container transport bookings from China to the U.S. soared nearly 300% following tariff reductions [3][4] Chemical Sector - The chemical raw materials and chemical sectors also showed strength, with stocks like Yinglite and Liuguo Chemical hitting trading limits. The macroeconomic news significantly boosted market sentiment, and the domestic futures market saw most commodity prices entering a rebound phase [5][6] Institutional Insights Resilience of Chinese Assets - Minsheng Securities noted that Chinese assets may exhibit greater resilience compared to overseas assets due to fewer policy constraints. They recommend focusing on consumer sectors and undervalued financial sectors [7] Financial Sector Focus - Huaxin Securities emphasized that the market will continue its oscillating trend until significant improvements in policies and fundamentals are observed. They recommend a balanced allocation in the banking sector, which has both short-term stability and long-term investment value [8] Structural Market Characteristics - Dongfang Securities pointed out that the market is likely to maintain a fluctuating upward trend, with the financial sector's strength potentially leading to a rebound in other sectors. The shipping sector may see a temporary surge in cargo volume due to concentrated "rush shipping" operations [9]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.14 | 10.01 | 24.73 | 1360.83 | | 2025.05.13 | 10.06 | 34.55 | 2894.63 | | 2025.05.12 | 4.77 | 8.99 | 1447.08 | | 2025.05.09 | -0.62 | 2.13 | -345.63 | | 2025.05.08 | -0.25 | 3.38 | -593.80 | | 2025.05.07 | 2.55 | 6.54 | 166.00 | | 2025.05.06 | 1.82 | 2.48 | -393.81 | | 2025.04.30 | -0.26 | 2.07 | -128.28 | | 2025.04.29 | -0.39 | 2.15 | -336.61 | | 2025.04.28 | -1.15 | 1.98 | -500.19 | 宁波远洋盘中涨停，已连收3个涨停板，截至9:25，该股报11.12元，换手率0.81%，成交量 ...

暗盘资金正涌入这些股票，点击速看>>> 航运物流板块延续涨势，南京港（002040）、宁波海运（600798）、宁波远洋（601022）3连板，国航 远洋涨超10%，中远海发（601866）高开。据报道，互降关税后，中国至美国集装箱运输预订量飙升近 300%。 ...

Core Viewpoint - Ningbo Ocean Transportation Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from May 12 to May 14, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [2][4]. Group 1: Stock Trading Abnormality - The company's stock price increased by more than 20% cumulatively over three trading days, indicating abnormal trading activity [2][4]. - The company confirmed that there were no undisclosed significant information affecting the stock price, and its production and operational activities remain normal [3][5]. Group 2: Company Operations and Major Events - The company reported that there have been no major adjustments in industry policies, production costs, or sales that could impact its operations [5]. - There are no significant events such as major asset restructuring, share issuance, or strategic investments that have not been disclosed [6][8]. Group 3: Media and Market Rumors - The company has not identified any media reports or market rumors that could significantly impact its stock price [7]. - There were no other sensitive information or events that could affect the stock price during the abnormal trading period [8].