中国外运（601598）(00598)公布，自本公告之日起15个交易日后的3个月内，公司副总经理、董事会秘 书、首席合规官(总法律顾问)李世础先生拟通过集中竞价方式合计减持不超过12.81万股公司A股股票， 占公司总股本的0.0018%;王笃鹏先生拟通过集中竞价方式合计减持不超过12.85万股公司A股股票，占公 司总股本的0.0018%。 ...

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，且表明不會就本公告全部或任何部分內容所導致或因倚賴該等內容而產生的任何損失承 擔任何責任。 中國外運股份有限公司 Sinotrans Limited ( 於中華人民共和國註冊成立的股份有限公司 ) (股份代號: 00598) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列中國外運股份有限公司（『本公司』）於上海證券交易所網站（www.sse.com.cn） 刊登的《中國外運股份有限公司部分高級管理人員減持公司股份計劃公告》，僅供參閱。 承董事會命 中國外運股份有限公司 公司秘書 李世礎 北京，二零二五年十月二十九日 於本公告日期，本公司董事會成員包括張翼（董事長）、高翔、楊國峰、羅立、余志良、 黃傳京、許克威，以及四位獨立非執行董事王小麗、甯亞平、崔新健及崔凡。 证券代码：601598 证券简称：中国外运 公告编号：临 2025-080 号 中国外运股份有限公司 部分高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记 ...

中国外运（601598）(00598)公布，2025年10月29日耗资约1117.24万元回购183.38万股A股股份。 ...

智通财经APP讯，中国外运(00598)公布，2025年10月29日耗资约1117.24万元回购183.38万股A股股份。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 中國外運股份有限公司 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 呈交日期： 2025年10月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601598 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關 ...

证券代码：601598 证券简称：中国外运 公告编号：临 2025-080 号 中国外运股份有限公司 部分高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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： 高级管理人员持股的基本情况：截至本公告披露日，中国外运股份有限 公司（以下简称：公司）副总经理、董事会秘书、首席合规官（总法律顾问）李 世础先生持有公司 A 股股票 512,534 股，占公司总股本的 0.0070%；副总经理王 笃鹏先生持有公司 A 股股票 514,134 股，占公司总股本的 0.0071%。 减持计划的主要内容：自本公告之日起 15 个交易日后的 3 个月内，李世 础先生拟通过集中竞价方式合计减持不超过 128,100 股公司 A 股股票，占公司总 股本的 0.0018%；王笃鹏先生拟通过集中竞价方式合计减持不超过 128,500 股公 司 A 股股票，占公司总股本的 0.0018%。 | 股东名称 | 李世础 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东 ...

格隆汇10月29日丨中国外运(00598.HK)发布公告，2025年10月29日耗资人民币1117.24万元回购183.38万 股A股，回购价格每股6.03-6.14元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國外運股份有限公司 呈交日期： 2025年10月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601598 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關 ...

Core Insights - China National Foreign Trade Transportation Group Co., Ltd. (China National Foreign Trade) has seen a stock price increase of 21.42% year-to-date, with a recent trading price of 6.15 CNY per share as of October 29 [1][2] - The company operates in the logistics sector, focusing on professional logistics, agency services, and e-commerce, with revenue contributions of 58.64%, 28.35%, and 13.01% respectively [1][2] Financial Performance - For the period from January to September 2025, China National Foreign Trade reported a revenue of 750.38 billion CNY, a year-on-year decrease of 12.62%, and a net profit attributable to shareholders of 2.679 billion CNY, down 5.17% year-on-year [2] - The company has distributed a total of 107.60 billion CNY in dividends since its A-share listing, with 66.98 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.89% to 43,500, while the average circulating shares per person increased by 16.18% to 121,215 shares [2] - Notable institutional shareholders include Southern S&P China A-Share Large Cap Dividend Low Volatility 50 ETF, which is the fifth-largest shareholder with 69.21 million shares, and E Fund Stable Income Bond A, which is the tenth-largest shareholder with 23.36 million shares [3]

Core Insights - The report highlights concerns regarding the independence of the Federal Reserve, particularly in light of political pressures, which may impact the macroeconomic narrative and the valuation of the US dollar [2] - The report provides a detailed analysis of various companies, focusing on their financial performance and strategic initiatives [3][4][5][6][7][8][10][11][12][17][19][20][22][24][25][26][27][28][30][31] Company Summaries - **Lihigh Food (300973 CH, Buy)**: The company reported revenue of 3.14 billion and net profit of 250 million for the first three quarters of 2025, showing year-on-year growth of 15.7% and 22.0% respectively. Despite pressure on gross margins due to rising palm oil prices, effective cost control has helped maintain profitability [3] - **Red Flag Chain (002697 CH, Accumulate)**: The company achieved revenue of 7.11 billion in the first three quarters of 2025, a year-on-year decrease of 8.5%. The net profit was 383 million, down 1.9% year-on-year. The company is focusing on internal management and cost reduction to improve profitability [4] - **Kanglong Chemical (300759 CH, Buy)**: The company reported revenue of 10.086 billion and adjusted net profit of 1.227 billion for the first three quarters of 2025, reflecting year-on-year growth of 14.4% and 10.8% respectively. The company has raised its revenue growth guidance for 2025 from 10-15% to 12-16% [5] - **Zhou Dasheng (002867 CH, Buy)**: The company reported revenue of 6.772 billion for the first three quarters of 2025, a decline of 37.3% year-on-year, while net profit increased by 3.1%. The growth in net profit is attributed to a higher proportion of high-margin products [6] - **Aimeike (300896 CH, Buy)**: The company reported revenue of 566 million in Q3 2025, down 21.3% year-on-year, with a net profit of 304 million, down 34.6%. The company is focusing on expanding its product pipeline and international market presence [7] - **Leixin Technology (688018 CH, Accumulate)**: The company achieved revenue of 1.912 billion in the first three quarters of 2025, a year-on-year increase of 30.97%. Despite a slight decline in Q3 revenue, the company is expanding its market presence in high-performance SoC [8] - **Zhongke Chuangda (300496 CH, Buy)**: The company reported revenue of 5.148 billion for the first three quarters of 2025, reflecting a year-on-year increase of 39.34%. The growth is driven by the AIOT sector [9] - **Yihua (301029 CH, Buy)**: The company reported revenue of 736 million in Q3 2025, up 17.52% year-on-year, with a net profit of 136 million, up 28.59%. The growth is attributed to the continued demand in lithium battery and automotive sectors [10] - **Huazhi Technology (688281 CH, Buy)**: The company reported revenue of 285 million in Q3 2025, a year-on-year increase of 12.85%. The company is focusing on its leading position in stealth materials [11] - **Chengdu Bank (601838 CH, Buy)**: The bank reported a net profit of 5.0% and revenue growth of 3.0% for the first nine months of 2025, indicating stable performance despite non-interest income fluctuations [12] - **Yun Tianhua (600096 CH, Buy)**: The company reported revenue of 12.6 billion in Q3 2025, a year-on-year decrease of 14%, but net profit increased by 24%. The company benefits from strong export demand for phosphate products [13] - **Funi Co., Ltd. (600483 CH, Buy)**: The company reported revenue of 3.666 billion in Q3 2025, down 4.04% year-on-year, but net profit increased by 11.53%. The company is focusing on its project reserves and renewable energy contributions [14] - **Hongcheng Environment (600461 CH, Buy)**: The company reported revenue of 1.738 billion in Q3 2025, up 2.41% year-on-year, with net profit of 324 million, reflecting stable operational performance [15] - **Op Lighting (603515 CH, Accumulate)**: The company reported revenue of 1.692 billion in Q3 2025, down 0.59% year-on-year, with net profit of 208 million, down 12.22%. The company is expected to recover as the housing market stabilizes [16] Industry Insights - The macroeconomic environment is influenced by political pressures on the Federal Reserve, which may affect market confidence and asset valuations [2] - The food and beverage sector is experiencing mixed performance, with some companies managing to maintain profitability through cost control and strategic initiatives [3][4][5][6] - The healthcare and pharmaceutical sectors are showing resilience, with companies reporting steady revenue growth and improved cash flow [7][8][9] - The technology sector, particularly in AI and IoT, is witnessing significant growth, driven by increased demand for advanced solutions [10][11][12] - The banking sector is showing stable performance, with banks managing to maintain profitability despite fluctuations in non-interest income [13][14] - The energy sector is focusing on renewable energy projects, with companies looking to expand their project reserves and improve operational efficiency [15][16]