Core Viewpoint - The company expects significant growth in net profit for the first three quarters of 2025, projecting an increase of approximately 62.72% to 66.89% compared to the same period last year [2] Financial Performance - The estimated net profit attributable to the parent company for the first three quarters of 2025 is projected to be between RMB 117,000 million and RMB 120,000 million [2] - This represents an increase of RMB 45,096.05 million to RMB 48,096.05 million compared to the previous year [2]

Core Viewpoint - Jinjiang Shipping (601083.SH) expects a significant increase in net profit for the first three quarters of 2025, driven by active trade in the Asian region and supply chain synergies [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately 1.17 billion to 1.2 billion yuan, representing a year-on-year growth of 62.72% to 66.89% [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be around 1.153 billion to 1.183 billion yuan, with a year-on-year increase of 68.62% to 73.01% [1] Industry Trends - The Asian region's container shipping volume has shown steady growth, with a year-on-year increase of 5.5% from January to August 2025, according to Container Trade Statistics (CTS) [1]

Core Viewpoint - Jinjiang Shipping expects a significant increase in net profit for the first three quarters of 2025, projecting a year-on-year growth of 62.72% to 66.89% [1] Financial Performance - The company anticipates net profit attributable to shareholders of the parent company to be between 1.17 billion yuan and 1.20 billion yuan for the first three quarters of 2025 [1] - This growth is supported by the active trade volume in the Asian region and the synergy effects within the supply chain [1] Market Dynamics - Container freight volume in the Asian region has shown steady growth, with a year-on-year increase of 5.5% from January to August, according to Container Trade Statistics (CTS) [1] - The company maintains a competitive edge on traditional shipping routes, particularly on the Shanghai-Japan route and the Shanghai-Taiwan routes, where it continues to hold the largest market share [1]

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]

Core Viewpoint - The company, Jinjiang Shipping, expects a significant increase in net profit for the first three quarters of 2025, driven by active trade in the Asian region and strong operational performance [1] Financial Performance - The estimated net profit attributable to the parent company for the first three quarters of 2025 is projected to be between RMB 1,170 million and RMB 1,200 million, representing an increase of RMB 450.96 million to RMB 480.96 million compared to the same period last year, which translates to a year-on-year growth of 62.72% to 66.89% [1] - The estimated net profit after deducting non-recurring gains and losses is expected to be between RMB 1,152.5 million and RMB 1,182.5 million, with an increase of RMB 469.02 million to RMB 499.02 million year-on-year, indicating a growth of 68.62% to 73.01% [1] Industry Trends - The container shipping volume in the Asian region has shown steady growth, with a year-on-year increase of 5.5% from January to August 2025, according to Container Trade Statistics (CTS) [1] - The company maintains a competitive edge on traditional routes, particularly the Shanghai-Japan route and the Shanghai-Taiwan route, which continue to hold the largest market share [1] Strategic Focus - The company is focusing on expanding its Southeast Asia routes and enhancing regional route collaboration, while continuing to build core competitiveness through premium services [1] - The company has demonstrated robust operational capabilities, with performance expected to improve compared to the same period last year [1]

Core Viewpoint - The company, Jinjiang Shipping, expects a significant increase in net profit for the first three quarters of 2025, driven by active trade in the Asian region and strong operational performance [1] Financial Performance - The estimated net profit attributable to the parent company for the first three quarters of 2025 is projected to be between RMB 1,170 million and RMB 1,200 million, representing an increase of RMB 450.96 million to RMB 480.96 million compared to the same period last year, which translates to a year-on-year growth of 62.72% to 66.89% [1] - The estimated net profit after deducting non-recurring gains and losses is expected to be between RMB 1,152.5 million and RMB 1,182.5 million, with an increase of RMB 469.02 million to RMB 499.02 million year-on-year, indicating a growth of 68.62% to 73.01% [1] Industry Trends - The container shipping volume in the Asian region has shown steady growth, with a year-on-year increase of 5.5% from January to August 2025, according to Container Trade Statistics (CTS) [1] - The company maintains a competitive edge on traditional routes, particularly the Shanghai-Japan route and the Shanghai-Taiwan route, which continue to hold the largest market share [1] Strategic Focus - The company is focusing on expanding its Southeast Asia routes and enhancing regional route collaboration, while continuing to build core competitiveness through premium services [1] - The company has demonstrated robust operational capabilities, with performance expected to improve compared to the same period last year [1]

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]

Core Insights - On September 30, Jinjiang Shipping experienced a decline of 0.43% with a trading volume of 49.85 million yuan, indicating a slight downturn in market performance [1] - The company reported a net financing outflow of 511.79 million yuan on the same day, with a total financing and securities balance of 114 million yuan, which is 5.11% of its market capitalization [1] - For the first half of 2025, Jinjiang Shipping achieved a revenue of 3.378 billion yuan, reflecting a year-on-year growth of 26.11%, and a net profit of 794 million yuan, marking a significant increase of 150.43% [2] Financing and Securities - On September 30, Jinjiang Shipping had a financing buy-in of 4.7995 million yuan and a financing repayment of 9.9174 million yuan, leading to a net financing outflow [1] - The current financing balance of 114 million yuan is above the 50th percentile level for the past year, indicating a relatively high level of financing activity [1] - The company’s securities lending showed a low balance of 21,800 yuan, with a remaining quantity of 1,900 shares, which is below the 10th percentile level for the past year [1] Shareholder Structure - As of June 30, 2025, Jinjiang Shipping had 47,700 shareholders, a decrease of 2.75% from the previous period, while the average number of circulating shares per shareholder increased by 2.83% to 4,066 shares [2] - The top ten circulating shareholders include various ETFs and mutual funds, with notable changes in holdings among major institutional investors [3] - The second-largest shareholder, the CSI Shanghai State-Owned Enterprise ETF, reduced its holdings by 55,600 shares, while the Southern CSI 1000 ETF increased its holdings by 461,500 shares [3]

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 ...