董事會會議通告 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。 （於中華人民共和國註冊成立之外商投資股份有限公司） （股票代碼： 2880） 遼 寧 港 口 股 份 有 限 公 司（「本 公 司」）董 事 會（「董 事 會」）謹 此 宣 佈，董 事 會 會 議 將 於 二 零 二 五 年 八 月 二 十 八 日（星 期 四）舉 行，藉 以（其 中 包 括）審 議 及 酌 情 批 准 截 至 二 零 二 五 年 六 月 三 十 日 止 三 個 月 之 中 期 業 績 公 告。 承董事會命 遼寧港口股份有限公司 公司秘書 香 港 公 司 條 例 第 十 六 部）登 記 為 非 香 港 公 司，英 文 名 稱 為「Liaoning Port Co., Ltd.」。 * 僅供識別 王慧穎 中國遼寧省大連市 二零二五年八月十二日 * 本 公 司 根 據 修 改 前 的 香 港 公 司 條 例 ...

格隆汇8月12日丨辽港股份(02880.HK)宣布，董事会会议将于2025年8月28日(星期四)举行，藉以(其中包 括)审议及酌情批准截至2025年6月30日止三个月的中期业绩公告。 ...

中國遼寧省大連市 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。 * （ 於 中 華 人 民 共 和 國 註 冊 成 立 之 外 商 投 資 股 份 有 限 公 司 ） （股票代碼：2880） 董事會會議通告 遼 寧 港 口 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 宣 佈，董 事 會 會 議 將 於 二 零 二 五 年 八 月 二 十 八 日（星 期 四）舉 行，藉 以（其 中 包 括）審 議 及 酌 情 批 准 截 至 二 零 二 五 年 六 月 三 十 日 止 三 個 月 之 中 期 業 績 公 告。 承董事會命 遼寧港口股份有限公司 王慧穎 公司秘書 二零二五年八月 十 二 日 於 本 公 告 日 期，董 事 會 成 員 是： 執 行 董 事： 李國峰及魏明暉 非 執 行 董 事： 王 柱、黃 鎮 洲 及 楊 兵 獨 立 非 執 行 董 事： 劉 春 ...

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。 * 中國遼寧省大連市 二零二五年八月 十 二 日 於 本 公 告 日 期，董 事 會 成 員 是： （ 於 中 華 人 民 共 和 國 註 冊 成 立 之 外 商 投 資 股 份 有 限 公 司 ） （股票代碼：2880） 董事會會議通告 遼 寧 港 口 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 宣 佈，董 事 會 會 議 將 於 二 零 二 五 年 八 月 二 十 八 日（星 期 四）舉 行，藉 以（其 中 包 括）審 議 及 酌 情 批 准 截 至 二 零 二 五 年 六 月 三 十 日 止 三 個 月 之 中 期 業 績 公 告。 承董事會命 遼寧港口股份有限公司 王慧穎 公司秘書 執 行 董 事： 李國峰及魏明暉 非 執 行 董 事： 王 柱、黃 鎮 洲 及 楊 兵 獨 立 非 執 行 董 事： 劉 春 ...

Core Insights - Liaoport Group's port main business achieved growth in the first seven months of the year, with cargo throughput exceeding 270 million tons, an increase of nearly 5% [1] - Container throughput surpassed 6.8 million TEUs, with a growth rate of over 4% [1] - Strong growth was observed in container, oil products, and grain handling, while coal and roll-on/roll-off businesses stabilized, and steel and metal ore throughput showed significant improvement [1] Group 1 - In July, Liaoport Group's cargo throughput exceeded 40.8 million tons, with a growth rate of over 22% [1] - Container throughput in July surpassed 1 million TEUs, with a growth rate of 7% [1] - The company has established a high-quality logistics transportation channel for crude oil transfer to refining enterprises, securing stable long-term storage base cargo [1] Group 2 - Liaoport Group is building a port, shipping, and trade exchange platform to attract new sources of steel exports for steel companies, achieving breakthrough growth in cargo sources [1] - The trade mineral volume increased by 94% from January to July, with efforts to establish a large-scale trade mineral platform [1] - The company is actively promoting iron ore bonded crushing projects and enhancing its processing service capabilities [1] Group 3 - The first international navigation vessel bonded green methanol port storage and unloading and refueling business was launched in Dalian, marking the full connection of the Northeast Asia green ship fuel supply chain [2] - Yingkou Container Terminal has been approved for hazardous cargo operation qualifications, injecting new momentum into the domestic container transportation of new energy vehicles [2]

Core Viewpoint - The overall pace of stock buybacks by listed companies has slowed down despite the strong performance of the Shanghai Composite Index [1][3][4]. Buyback Activity - In July, the number of companies announcing buyback plans halved compared to June, with only 15 companies making announcements, down from 30 [4][3]. - The total proposed buyback amount for these 15 companies is approximately 2.045 billion yuan, which is only 34.5% of the 5.927 billion yuan proposed in June [4]. - Among the 15 companies, 8 have proposed buybacks exceeding 100 million yuan, accounting for 53.33% of the total [4]. Notable Companies - Nengte Technology has the highest proposed buyback amount, ranging from 300 million to 500 million yuan, with a buyback price cap of 4.7 yuan per share [5]. - The company has already repurchased 11.3 million shares for a total of approximately 45.59 million yuan as of the end of July [5]. - Nengte Technology expects a significant profit increase of 480.15% to 568.05% year-on-year for the first half of 2025, driven by strong performance in its vitamin E and pharmaceutical intermediate business [6]. Central Enterprises - In July, 12 central enterprises implemented buybacks, with a total buyback amount of approximately 384 million yuan [12]. - Among 33 central enterprises currently executing buybacks, the cumulative buyback amount is about 5.124 billion yuan, achieving 70.1% of the proposed minimum buyback amount of 7.31 billion yuan [12]. - The company Liao Port has the shortest time until its buyback deadline, expected to expire on September 23, with a proposed buyback amount of 420 million to 840 million yuan [12]. Market Impact - The overall buyback activity in July saw 143 transactions totaling approximately 20.94 billion yuan, a 24% increase from June [8]. - However, many companies are facing pressure as their stock prices have exceeded the buyback price caps, which may hinder future buyback efforts [10][9].

证券之星消息，8月8日航运港口板块较上一交易日上涨0.31%，海峡股份领涨。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002320 | 海峡股份 | 7.89 | 2.07% | 46.72万 | 3.67亿 | | 601326 | 奏凄股份 | 3.33 | 1.52% | 13.26万 | 4389.32万 | | 000520 | 凤凰航运 | 4.81 | 1.26% | 23.38万 | 1.12亿 | | 600017 | 日照港 | 3.26 | 1.24% | 25.06万 | 8121.35万 | | 600717 | 天津港 | 4.74 | 1.07% | 18.03万 | 8528.25万 | | 601919 | 中远海控 | 15.79 | 0.96% | 74.34万 | 11.74亿 | | 601866 | 中远海发 | 2. ...

Investment Rating - The report assigns an "Accumulate" rating for Liaoport Co., Ltd. (601880.SH) [3] Core Views - Liaoport Co., Ltd. is the largest comprehensive terminal operator in Northeast China, with strong business integration. The company has enhanced its overall strength following the absorption and merger of Yingkou Port in 2021. Although the company's early performance was impacted by oil business, it is expected to recover in 2025 as it continues to expand container shipping resources and seek growth in oil business, while the grain transportation business has room for growth under the "North Grain South Transport" pattern [1][8]. Financial Data and Valuation - Total revenue for 2023 is projected at 12,220 million yuan, with a year-on-year growth of 2%. Revenue is expected to decline by 9% in 2024, followed by a recovery with a 4% increase in 2025 [2] - Operating profit for 2025 is estimated at 2,240 million yuan, reflecting a 24% year-on-year growth [2] - Net profit attributable to shareholders is expected to be 1,403 million yuan in 2025, representing a 23% increase compared to 2024 [2] - The company’s current price-to-earnings (PE) ratio is 26.2, and the price-to-book (PB) ratio is 0.9 [2] Business Overview - Liaoport Co., Ltd. operates in various segments including oil products, containers, bulk cargo, and grain, with a strong focus on container and bulk cargo contributing significantly to profits. The company has faced short-term performance pressure due to a decline in high-margin cargo volumes such as iron ore and steel [8][26] - The company has a total of 180 operational berths, with 154 being over 10,000 tons, and a throughput capacity exceeding 600 million tons [13] - Container throughput for 2024 is projected at 10.86 million TEU, with a year-on-year growth of 5.8% [22] - The grain business is expected to grow steadily, with a projected throughput of 15.63 million tons in 2024, reflecting a 2.3% increase [8][22] Industry Insights - The container business in the national port sector continues to show steady growth, with a 4.2% year-on-year increase in container throughput in the first half of 2025 [46] - The bulk cargo sector is experiencing pressure due to domestic demand, particularly in coal and iron ore, with coal throughput in northern ports declining by 5.5% in 2024 [54][58] - The ongoing integration of ports in Liaoning Province is expected to enhance operational efficiency and provide room for rate increases in port services [70][73]

智通财经APP讯，辽港股份(02880)发布公告，2024年11月13日，公司首次实施A股回购。截至2025年7 月底，公司已累计回购A股股份33370.7456万股，占公司截至2025年7月31日总股本的比例为1.3959%， 购买的最高价为1.76元/股、最低价为1.45元/股，已支付的总金额为人民币54482.6038万元(不含交易费 用)。 ...

格隆汇8月5日丨辽港股份(02880.HK)发布公告，2024年11月13日，公司首次实施A股回购。截至2025年 7月底，公司已累计回购A股股份33,370.7456万股，占公司截至2025年7月31日总股本的比例为 1.3959%，购买的最高价为1.76元/股、最低价为1.45元/股，已支付的总金额为人民币54,482.6038万元(不 含交易费用)。 ...