Core Insights - Qingdao Port's stock price increased by 0.58% on October 17, with a trading volume of 141 million yuan [1] - The company reported a net financing purchase of 1.6682 million yuan on the same day, indicating a low financing balance relative to its market value [1][2] Financial Performance - For the first half of 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04% [2] - The net profit attributable to shareholders for the same period was 2.842 billion yuan, reflecting a year-on-year increase of 7.58% [2] Shareholder Information - Since its A-share listing, Qingdao Port has distributed a total of 12.818 billion yuan in dividends, with 5.687 billion yuan paid out in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 14.46% to 35,700 [2][3]

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. Group 1: Market Performance - On October 17, Qingdao Port's stock increased by 0.58%, with a trading volume of 141 million yuan and a turnover rate of 0.30%, resulting in a total market capitalization of 56.213 billion yuan [1]. - The stock has shown a dividend yield over the past three years of 4.80%, 4.74%, and 3.45% respectively, indicating a consistent return to shareholders [2]. Group 2: Business Operations - Qingdao Port primarily engages in the handling of containers, metal ores, coal, crude oil, and provides logistics and port value-added services, with the revenue composition being 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. - The company has demonstrated steady growth in revenue and profit, with a reported operating income of 9.434 billion yuan for the first half of 2025, reflecting a year-on-year increase of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% [6]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Qingdao Port reached 35,700, an increase of 14.46% from the previous period [6]. - The top ten circulating shareholders include notable entities such as the Southern S&P China A-share Large Cap Dividend Low Volatility ETF, which holds 22.6229 million shares, marking a new entry among major shareholders [8].

Core Points - The opening of the "Qingdao-Jeju" container shipping route marks the first regular international container service in Jeju's history, enhancing direct connectivity between Qingdao and Jeju and facilitating trade in Northeast Asia [1][3] Group 1: Trade and Economic Impact - Jeju and Shandong have strong industrial complementarity, making them significant trade partners, with Jeju exporting high-value products like semiconductors and seafood, while Shandong exports a variety of goods including construction materials and food [3] - The new shipping route will significantly improve logistics efficiency, creating a "next-day delivery" trade circle and injecting new vitality into Sino-Korean economic cooperation [3] - Previously, goods from Jeju relied on transfers through Busan or Incheon, taking 5 to 14 days to reach Qingdao, which increased logistics costs and risks; the new route reduces this time to 36 hours, particularly benefiting perishable and fast-moving consumer goods [3][4] Group 2: Shipping and Logistics - The "Shanport Rizhao" vessel, a smart container ship built by Shandong Port, has a length of 118 meters and a maximum capacity of 712 TEU, designed for versatile cargo including refrigerated and oversized items [4] - To ensure smooth operation of the new route, a "China-Korea Fast Line Green Channel" has been established, implementing measures like "advance declaration and on-site inspection" to facilitate the transport of high-value goods [4] - Qingdao Customs has designated personnel to provide full-process customs clearance guidance, ensuring efficient handling of export procedures based on vessel type and sailing plans [4]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何 損失承擔任何責任。 Qingdao Port International Co., Ltd. 青島港國際股份有限公司 （於中華人民共和國成立的股份有限公司） （股份代號：06198） 董事會會議通告 青島港國際股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於2025 年10月28日（星期二）召開董事會會議，藉以審議並批准（其中包括）本公司及其附屬公 司截至2025年9月30日止九個月之季度業績及其發佈。 承董事會命 青島港國際股份有限公司 董事長 蘇建光 中國·青島，2025年10月16日 於本通告日期，本公司執行董事為蘇建光先生及張保華先生；本公司非執行董事為李武成先生、朱濤 先生、崔亮先生及王芙玲女士；及本公司獨立非執行董事為李燕女士、蔣敏先生及黎國浩先生。 ...

Core Viewpoint - Qingdao Port (06198.HK) announced that it will hold a board meeting on October 28, 2025, to review and approve the quarterly performance for the nine months ending September 30, 2025 [1] Summary by Category - **Company Announcement** - The board meeting is scheduled for October 28, 2025 [1] - The meeting will focus on reviewing and approving the quarterly performance of the company and its subsidiaries [1]

董事會會議通告 青島港國際股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於2025 年10月28日（星期二）召開董事會會議，藉以審議並批准（其中包括）本公司及其附屬公 司截至2025年9月30日止九個月之季度業績及其發佈。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何 損失承擔任何責任。 Qingdao Port International Co., Ltd. 青島港國際股份有限公司 （於中華人民共和國成立的股份有限公司） （股份代號：06198） 中國·青島，2025年10月16日 承董事會命 青島港國際股份有限公司 董事長 蘇建光 於本通告日期，本公司執行董事為蘇建光先生及張保華先生；本公司非執行董事為李武成先生、朱濤 先生、崔亮先生及王芙玲女士；及本公司獨立非執行董事為李燕女士、蔣敏先生及黎國浩先生。 ...

Group 1 - Qingdao Port's stock price decreased by 0.92% on October 15, with a trading volume of 159 million yuan [1] - The financing buy-in amount for Qingdao Port on the same day was 9.53 million yuan, while the financing repayment was 7.93 million yuan, resulting in a net financing buy of 1.60 million yuan [1] - As of October 15, the total financing and securities lending balance for Qingdao Port was 103 million yuan, with the current financing balance at 102 million yuan, accounting for 0.22% of the circulating market value, which is below the 50th percentile level over the past year [1] Group 2 - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, with its main business involving the loading and unloading of various goods, logistics, and port value-added services [2] - The revenue composition of Qingdao Port includes 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [2] - For the first half of 2025, Qingdao Port achieved an operating income of 9.43 billion yuan, a year-on-year increase of 4.04%, and a net profit attributable to shareholders of 2.84 billion yuan, up 7.58% year-on-year [2] Group 3 - Since its A-share listing, Qingdao Port has distributed a total of 12.82 billion yuan in dividends, with 5.69 billion yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders of Qingdao Port was 35,700, an increase of 14.46% from the previous period [3] - Among the top ten circulating shareholders, the Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF (008163) is the eighth largest shareholder, holding 22.62 million shares as a new shareholder [3]

Core Viewpoint - Qingdao Port is strategically positioned in the Bohai Sea region and benefits from the China-South Korea Free Trade Agreement, enhancing its operational advantages in the Northeast Asia port network [2] Group 1: Company Overview - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, focusing on container handling, metal ores, coal, crude oil, and related logistics services [6] - The company's main business revenue composition includes: 56.72% from handling and related services, 36.96% from logistics and port value-added services, 3.25% from oil, electricity, and other sales, 1.95% from rental income, and 1.13% from engineering and labor services [6] - As of June 30, 2025, Qingdao Port achieved operating revenue of 9.434 billion yuan, a year-on-year increase of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, a year-on-year increase of 7.58% [6] Group 2: Financial Performance - The company has maintained a dividend payout of 12.818 billion yuan since its A-share listing, with a cumulative payout of 5.687 billion yuan over the past three years [7] - Recent dividend yields for the past three years were 4.80%, 4.74%, and 3.45% respectively, indicating a stable return for investors [2] Group 3: Market Activity - On October 15, Qingdao Port's stock price fell by 0.92%, with a trading volume of 159 million yuan and a turnover rate of 0.34%, resulting in a total market capitalization of 55.888 billion yuan [1] - The stock has shown no significant trend in major capital inflows, with a net outflow of 19.144 million yuan on the day, ranking 26th out of 35 in its industry [3][4] Group 4: Strategic Partnerships - Huawei has signed a cooperation agreement with Qingdao Port to accelerate the development of smart port operations in major domestic ports [3]

Group 1 - The core viewpoint of the news is that the China-South Korea Free Trade Zone concept has shown a positive performance, with a 1.26% increase, ranking third among concept sectors [1][2] - Within the China-South Korea Free Trade Zone sector, 11 stocks experienced gains, with Huaguangyuanhai, Lianyungang, and Qingdao Port leading the increases at 10.74%, 4.08%, and 2.00% respectively [1][2] - The sector also saw a net inflow of 0.51 billion yuan from main funds, with ST Xinhua Jin receiving the highest net inflow of 46.85 million yuan [2][3] Group 2 - The top stocks in terms of net inflow ratio include ST Xinhua Jin, Qingdao King, and Langzi Co., with net inflow ratios of 15.04%, 5.10%, and 4.92% respectively [3][4] - The overall market performance for the China-South Korea Free Trade Zone concept was contrasted with other sectors, such as the diamond cultivation sector which increased by 3.74%, while the National Big Fund holdings sector decreased by 5.47% [2] - The trading volume and turnover rates for key stocks in the China-South Korea Free Trade Zone concept indicate varying levels of investor interest, with ST Xinhua Jin showing a turnover rate of 16.70% despite a price drop of 4.61% [3][4]

Core Points - The Shanghai Composite Index is currently at 3870.35 points, above the annual line, with a decline of 0.49% and a total trading volume of 20,965.31 billion yuan [1] - A total of 67 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Stocks with the highest deviation rates include: - Ainoju (艾能聚) with a deviation rate of 8.12% and a daily increase of 9.39% [1] - LiuGong (柳工) with a deviation rate of 5.44% and a daily increase of 5.69% [1] - Asia Optical (亚世光电) with a deviation rate of 5.10% and a daily increase of 9.99% [1] - Other stocks that have just crossed the annual line include: - Guangzhou Restaurant (广州酒家) and Junzheng Group (君正集团) with smaller deviation rates [1] Trading Data - The trading data for stocks that broke the annual line includes: - Ainoju: Latest price 20.62 yuan, annual line 19.07 yuan, turnover rate 22.19% [1] - LiuGong: Latest price 11.51 yuan, annual line 10.92 yuan, turnover rate 7.78% [1] - Asia Optical: Latest price 23.13 yuan, annual line 22.01 yuan, turnover rate 12.90% [1]