【锦江航运：2025年前三季度净利同比预增62.72%-66.89%】智通财经10月14日电，锦江航运 (601083.SH)公告称，锦江航运预计2025年前三季度归属于母公司所有者的净利润为11.70亿元-12.00亿 元，同比增长62.72%-66.89%。前三季度，依托亚洲区域内贸易活跃度以及供应链协同效应，亚洲区域 集装箱货运量稳步增长，根据集装箱贸易统计（CTS）数据显示，1—8月同比增长5.5%。公司传统优势 航线保持差异化竞争优势，上海日本航线、上海两岸间航线继续稳居市场占有率第一。 转自：智通财经 ...

Current Period Performance Forecast [Performance Forecast Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company disclosed its performance forecast period for the first three quarters of 2025, covering January 1 to September 30, 2025 - The performance forecast period is from January 1, 2025, to September 30, 2025[2](index=2&type=chunk) [Performance Forecast Details](index=1&type=section&id=%28%E4%BA%8C%29%20%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates significant growth in net profit attributable to shareholders and non-recurring net profit for the first three quarters of 2025, with the former increasing by 62.72% to 66.89% and the latter by 68.62% to 73.01%; this forecast is unaudited 2025 First Three Quarters Performance Forecast Key Financial Indicators | Indicator | Estimated Amount (million CNY) | Year-on-Year Increase (million CNY) | Year-on-Year Growth Rate | | :--- | :--- | :--- | :--- | | Net profit attributable to shareholders of the parent company | 1,170.00 - 1,200.00 | 450.9605 - 480.9605 | 62.72% - 66.89% | | Net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses | 1,152.50 - 1,182.50 | 469.0242 - 499.0242 | 68.62% - 73.01% | - The projected performance is unaudited by an accounting firm[2](index=2&type=chunk) Prior Period Operating Performance and Financial Position [Profit Indicators](index=1&type=section&id=%28%E4%B8%80%29%20%E5%88%A9%E6%B6%A6%E6%80%BB%E9%A2%9D) The announcement disclosed the company's total profit, net profit attributable to shareholders, and non-recurring net profit for the first three quarters of 2024, providing a comparative baseline for the current period's performance increase 2024 First Three Quarters (Prior Period) Key Profit Indicators | Indicator | Amount (million CNY) | | :--- | :--- | | Total Profit | 922.3930 | | Net profit attributable to shareholders of the parent company | 719.0395 | | Net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses | 683.4758 | [Basic Earnings Per Share](index=1&type=section&id=%28%E4%BA%8C%29%20%E5%9F%BA%E6%9C%AC%E6%AF%8F%E8%82%A1%E6%94%B6%E7%9B%8A) The announcement specified the company's basic earnings per share for the first three quarters of 2024 (prior period) as CNY 0.56 - Basic earnings per share for the first three quarters of 2024 was **CNY 0.56**[3](index=3&type=chunk) [Primary Reasons for Performance Increase](index=1&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%A2%9E%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The company's performance increase is primarily due to active intra-Asian trade, strengthened supply chain synergy, and expanded advantageous routes - In the first three quarters of 2025, container freight volume in the Asian region steadily increased, driven by active intra-Asian trade and strengthened supply chain synergy[3](index=3&type=chunk)[4](index=4&type=chunk) - According to Container Trade Statistics (CTS) data, intra-Asian container shipping volume increased by **5.5% year-on-year** from January to August 2025[3](index=3&type=chunk)[4](index=4&type=chunk) - The company's traditional advantageous routes (Shanghai-Japan route, Shanghai cross-strait route) maintained their **number one market share**, solidifying the operating performance foundation[4](index=4&type=chunk) - The company focused on expanding Southeast Asian routes, strengthening regional route linkages, and continued to build core competitiveness through premium services[4](index=4&type=chunk) - During the reporting period, the company maintained robust operational capabilities, leading to a year-on-year increase in operating performance[4](index=4&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company confirms no major uncertainties in the forecast, advising investors on stock price volatility and investment risks - There are no significant uncertainties affecting the accuracy of this performance forecast[5](index=5&type=chunk) - Secondary market stock prices are influenced by multiple factors and are inherently uncertain; investors are advised to invest rationally and be aware of investment risks[5](index=5&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company states that the forecast data are preliminary, with final accurate financial data subject to the officially disclosed 2025 third-quarter report, and reiterates investment risk warnings - The above forecast data are preliminary, and the specific accurate financial data will be subject to the company's officially disclosed 2025 third-quarter report[6](index=6&type=chunk) - Investors are kindly reminded to be aware of investment risks[6](index=6&type=chunk)

Core Viewpoint - Jinjiang Shipping (601083) expects a net profit attributable to shareholders of approximately 1.17 billion to 1.2 billion yuan for the first three quarters, representing a year-on-year increase of 62.72% to 66.89% [1] Group 1: Financial Performance - The company anticipates a net profit of about 1.17 billion to 1.2 billion yuan for the first three quarters [1] - This reflects a significant year-on-year growth of 62.72% to 66.89% [1] Group 2: Industry Trends - The growth in container freight volume in the Asian region is attributed to active trade and supply chain synergies, with a reported year-on-year increase of 5.5% from January to August [1] - The company's traditional advantageous routes maintain a differentiated competitive edge, with the Shanghai-Japan route and the Shanghai-Taiwan route continuing to hold the largest market share [1]

格隆汇10月14日丨锦江航运(601083.SH)公布，经财务部门初步测算，预计公司2025年前三季度实现归 属于母公司所有者的净利润约为人民币117,000万元至人民币120,000万元，与上年同期相比，将增加 45,096.05万元到48,096.05万元，同比增长62.72%至66.89%。预计2025年前三季度实现归属于母公司所 有者的扣除非经常性损益的净利润约为人民币115,250万元至人民币118,250万元，与上年同期相比，将 增加46,902.42万元到49,902.42万元，同比增长68.62%至73.01%。 2025年前三季度，依托亚洲区域内贸易活跃度以及供应链协同效应，亚洲区域集装箱货运量稳步增长， 根据集装箱贸易统计（CTS）数据显示，2025年1-8月亚洲区域内集装箱海运货运量同比增长5.5%。 2025年前三季度，公司传统优势航线保持差异化竞争优势，上海日本航线、上海两岸间航线继续稳居市 场占有率第一，筑强经营业绩基本盘；公司聚焦东南亚区域航线拓展，强化区域航线联动，继续以精品 服务构建核心竞争力。报告期内，公司继续保持稳健的经营能力，经营业绩较同期预增。 ...

2025年前三季度，依托亚洲区域内贸易活跃度以及供应链协同效应，亚洲区域集装箱货运量稳步增长， 根据集装箱贸易统计（CTS）数据显示，2025年1-8月亚洲区域内集装箱海运货运量同比增长5.5%。 2025年前三季度，公司传统优势航线保持差异化竞争优势，上海日本航线、上海两岸间航线继续稳居市 场占有率第一，筑强经营业绩基本盘；公司聚焦东南亚区域航线拓展，强化区域航线联动，继续以精品 服务构建核心竞争力。报告期内，公司继续保持稳健的经营能力，经营业绩较同期预增。 格隆汇10月14日丨锦江航运(601083.SH)公布，经财务部门初步测算，预计公司2025年前三季度实现归 属于母公司所有者的净利润约为人民币117,000万元至人民币120,000万元，与上年同期相比，将增加 45,096.05万元到48,096.05万元，同比增长62.72%至66.89%。预计2025年前三季度实现归属于母公司所 有者的扣除非经常性损益的净利润约为人民币115,250万元至人民币118,250万元，与上年同期相比，将 增加46,902.42万元到49,902.42万元，同比增长68.62%至73.01%。 ...

Core Viewpoint - The company, Jinjiang Shipping, anticipates a significant increase in net profit for the first three quarters of 2025, driven by steady growth in container freight volume in the Asian region and a focus on expanding Southeast Asian routes [1] Financial Performance - The expected net profit attributable to the parent company is projected to be between 1.17 billion to 1.2 billion yuan, representing a year-on-year growth of 62.72% to 66.89% [1] - The net profit after excluding non-recurring gains and losses is estimated to be between 1.153 billion to 1.182 billion yuan, with a year-on-year increase of 68.62% to 73.01% [1] Market Dynamics - The growth in performance is primarily attributed to the steady increase in container freight volume in the Asian region [1] - The company maintains a competitive advantage on traditional routes through differentiated strategies and is enhancing regional route connectivity [1]

9月30日，锦江航运跌0.43%，成交额4985.19万元。两融数据显示，当日锦江航运获融资买入额479.95 万元，融资偿还991.74万元，融资净买入-511.79万元。截至9月30日，锦江航运融资融券余额合计1.14 亿元。 融资方面，锦江航运当日融资买入479.95万元。当前融资余额1.14亿元，占流通市值的5.11%，融资余 额超过近一年50%分位水平，处于较高位。 分红方面，锦江航运A股上市后累计派现8.86亿元。 机构持仓方面，截止2025年6月30日，锦江航运十大流通股东中，中证上海国企ETF（510810）位居第 二大流通股东，持股256.46万股，相比上期减少5.56万股。南方中证1000ETF（512100）位居第三大流 通股东，持股239.74万股，相比上期增加46.15万股。易方达价值成长混合（110010）位居第四大流通股 东，持股220.00万股，为新进股东。香港中央结算有限公司位居第五大流通股东，持股186.72万股，相 比上期减少46.01万股。广发多因子混合（002943）位居第六大流通股东，持股166.71万股，为新进股 东。中欧价值发现混合A（166005）位居第七大流 ...

证券代码：601083 证券简称：锦江航运 公告编号：2025-037 上海锦江航运（集团）股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 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。 重要内容提示： 基本情况 到期赎回现金管理产品 | 投资金额 | 人民币 | 130,000 万元 | | --- | --- | --- | | 投资种类 | 结构性存款 | | | 资金来源 | 募集资金 | | 继续进行现金管理产品 | 投资金额 | 人民币 | 120,000 万元 | | --- | --- | --- | | 投资种类 | 结构性存款 | | | 资金来源 | 募集资金 | | 已履行的审议程序：上海锦江航运（集团）股份有限公司（以下简称 "公司"）于 2025 年 6 月 26 日召开第二届董事会第二次会议、第一届监事会 第十八次会议，审议通过了《上海锦江航运（集团）股份有限公司关于使用 部分闲置募集资金进行现金管理的议案》。保荐机构国泰海通证券股份有限公 司出具了无异议的核查意见。 特别风险提示：公 ...

Core Viewpoint - Jinjiang Shipping (601083.SH) announced plans to expand its fleet and improve the efficiency of raised funds to ensure the smooth implementation of fundraising projects [1] Group 1: Company Development Plans - The company aims to meet actual business needs by further expanding its fleet size [1] - Jinjiang Shipping has added SUPER TONE and SUPER RANGE as implementation entities for the fundraising project "Shanghai Jinjiang Shipping (Group) Co., Ltd. International Container Transport Vessel Acquisition Project" [1] Group 2: Fundraising and Investment - The company will use RMB 329 million of the raised funds to increase capital for Manqiang Shipping to implement the fundraising project [1] - There are no changes to the total investment amount, raised fund input, or project content of the fundraising project [1]

格隆汇9月26日丨锦江航运(601083.SH)公布，根据公司未来发展规划，为满足公司实际业务需要，进一 步扩大船队规模，同时提高募集资金的使用效率、保障募投项目的顺利实施，公司增加SUPER TONE 和 SUPER RANGE 作为募投项目"上海锦江航运（集团）股份有限公司国际集装箱运输船舶购置项 目"的实施主体，并使用人民币3.29亿元的募集资金对满强航运增资以实施募投项目。除新增募投项目 实施主体外，公司募投项目的投资总额、募集资金投入额、项目内容未发生变化。 ...