证券代码:601880 证券简称:辽港股份 公告编号:临 2025-047 辽宁港口股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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 性承担个别及连带责任。 辽宁港口股份有限公司(以下简称"公司")于2025 年09 月09 日10: 00-11:00 在上证路演中心（网址:http://roadshow.sseinfo.com/）以网 络互动的方式召开"辽宁港口股份有限公司2025 年半年度业绩说明会"｡ 关于本次业绩说明会的召开事项，公司已于2025 年 09 月 01 日在上海 证券交易所网站（www.sse.com.cn）披露了《辽宁港口股份有限公 司关于召开 2025 年半年度业绩说明会的公告》（公告编号:临 2025 -044）。现将有关事项公告如下: 一､本次说明会召开情况 2025 年 09 月 09 日，公司执行董事、总经理魏明晖先生；独立董 事程超英女士；财务总监唐明先生；董事会秘书王慧颖女士；财务部 部长王劲松先生及相关部门工作人员出席了公司2025 年半年度 ...

来源：新浪证券-红岸工作室 9月8日，辽港股份涨1.81%，成交额2.66亿元。两融数据显示，当日辽港股份获融资买入额2715.93万 元，融资偿还3149.09万元，融资净买入-433.17万元。截至9月8日，辽港股份融资融券余额合计2.28亿 元。 资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及港 口增值与支持业务(增值服务部分)。主营业务收入构成为：劳务或服务94.73%，其他3.99%，商品 1.27%。 截至6月30日，辽港股份股东户数22.43万，较上期减少2.21%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，辽港股份实现营业收入56.93亿元，同比增长5.93%；归母净利润9.56亿元，同比增长 110.78%。 分红方面，辽 ...

Core Viewpoint - The company, Liaoning Port Co., Ltd., is a significant player in the port logistics industry, focusing on various terminal operations and logistics services, and is positioned as a key logistics platform in Dalian, benefiting from favorable natural conditions and strategic initiatives like the China-South Korea Free Trade Agreement [2][3]. Company Overview - Liaoning Port Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. Its main business includes oil/liquid chemical products terminals, container terminals, automobile terminals, bulk cargo terminals, grain terminals, passenger roll-on/roll-off terminals, and port value-added services [7]. - The company is controlled by the Dalian State-owned Assets Supervision and Administration Commission and operates as a unified logistics platform for port operations in Dalian, making it the largest comprehensive terminal operator in Northeast China [3][4]. Financial Performance - For the first half of 2025, the company achieved a revenue of 5.693 billion yuan, representing a year-on-year growth of 5.93%. The net profit attributable to shareholders was 956 million yuan, showing a significant increase of 110.78% [8]. - Since its A-share listing, the company has distributed a total of 5.342 billion yuan in dividends, with 1.439 billion yuan distributed over the past three years [9]. Market Activity - On September 8, the company's stock rose by 1.81%, with a trading volume of 266 million yuan and a turnover rate of 0.86%, bringing the total market capitalization to 39.836 billion yuan [1]. - The stock has seen a net inflow of 9.2129 million yuan from major investors today, with a total industry net inflow of 747 million yuan over the same period [4][5]. Strategic Initiatives - The company is actively involved in the development of blockchain technology through its wholly-owned subsidiary, Dalian Jifa Bohai Container Transportation Co., Ltd., which has received approval for its blockchain project from the Cyberspace Administration [4].

The provided content does not contain any information related to quantitative models or factors. It primarily consists of financial market updates, company news, and economic data. No relevant quantitative analysis, models, or factors are discussed in the documents.

Core Insights - The port industry is experiencing significant growth in cargo and container throughput, driven by the recovery of foreign trade and shipping, with expectations for continued positive trends throughout the year [1][2]. Group 1: Throughput Growth - From January to July 2025, the total cargo throughput reached 10.44 billion tons, a year-on-year increase of 4.4%, while container throughput reached 20 million TEUs, up 6.2% year-on-year [2]. - Among 17 A-share listed port companies, 8 reported year-on-year increases in revenue and net profit for the first half of 2025, with Liaoning Port Co., Ltd. achieving a revenue of 5.693 billion yuan, up 5.93%, and a net profit of 956 million yuan, up 110.78% [2]. Group 2: Company Performance - Guangzhou Port expects to complete a container throughput of 18.037 million TEUs from January to August 2025, a 7.5% increase year-on-year, and a cargo throughput of 38.587 million tons, up 2.5% [3]. - Shanghai International Port Group reported a record monthly container throughput of 5.02 million TEUs in August 2025 [3]. Group 3: Green and Smart Transformation - As of August 2025, China has built 23 automated container terminals and 29 automated dry bulk terminals, with over 60% of container handling equipment in major international hub ports being environmentally friendly [4]. - The port industry is actively promoting smart and green port construction, with companies like Guangzhou Port and Shanghai International Port Group making significant advancements in automation [4]. - Shenzhen Port's Yantian Port area achieved a LNG refueling volume of over 310,000 cubic meters in the first half of 2025, surpassing the total for the previous year, and reported a container throughput of over 7.58 million TEUs, a 12.7% increase [5].

Group 1 - The core viewpoint of the news highlights the trading performance and financing activities of Liaoport Co., Ltd. on September 2, with a trading volume of 257 million yuan and a net financing purchase of 2.01 million yuan [1] - As of September 2, the total margin balance of Liaoport Co., Ltd. is 244 million yuan, with a financing balance of 240 million yuan, accounting for 0.78% of the market capitalization, indicating a low level compared to the past year [1] - The short-selling activities on the same day included 101,000 shares sold short, with a total value of 168,700 yuan, while the short-selling balance reached 3.17 million yuan, which is above the 60th percentile of the past year, indicating a relatively high level [1] Group 2 - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010, with its main business involving various port and logistics services, including oil, containers, automobiles, and bulk goods [2] - For the first half of 2025, Liaoport Co., Ltd. reported a revenue of 5.693 billion yuan, representing a year-on-year growth of 5.93%, and a net profit attributable to shareholders of 956 million yuan, showing a significant increase of 110.78% [2] - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed in the last three years [3]

辽港股份（601880）(02880)发布公告，截止2025年9月1日，公司通过上海证券交易所交易系统以集中 竞价交易方式完成回购，共计回购股份3.34亿股，占公司当时总股本239.05亿股的比例约为1.3959%， 回购成交最高价格为1.76元/股，最低价格为1.45元/股，均价为1.63元/股，支付的资金总额为人民币5.45 亿元(不含交易费用)。 公司已于2025年9月2日在中国证券登记结算有限责任公司上海分公司办理完毕上述3.34亿股回购股份的 注销手续，后续公司将依法办理工商变更登记手续。 ...

Summary of Key Points Core Viewpoint - Liao Port Co., Ltd. has completed a share buyback of 334 million shares, representing approximately 1.3959% of the company's total share capital as of September 1, 2025 [1] Group 1: Buyback Details - The buyback was executed through the Shanghai Stock Exchange trading system via centralized bidding [1] - The highest transaction price during the buyback was 1.76 CNY per share, while the lowest was 1.45 CNY per share, with an average price of 1.63 CNY per share [1] - The total funds used for the buyback amounted to 545 million CNY, excluding transaction fees [1] Group 2: Post-Buyback Actions - The company completed the cancellation procedures for the 334 million repurchased shares on September 2, 2025, at the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1] - Following the cancellation, the company will proceed with the necessary business registration changes in accordance with the law [1]

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） 海外監管公告 本公告乃依據香港聯合交易所有限公司證券上市規則第13.10B條 作 出。 承董事會命 遼寧港口股份有限公司 執 行 董 事： 李國鋒及魏明暉 非 執 行 董 事： 王 柱、黃 鎮 洲 及 楊 兵 獨 立 非 執 行 董 事： 劉 春 彥、程 超 英 及 陳 維 曦 * 本公司根據修改前的香港公司條例第XI部（即 已 於 二 零 一 四 年 三 月 三 日 生 效 之 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 公司秘書 中國遼寧省大連市 二零二五年九月三日 於 本 公 告 日 期，董 ...

股票简称：辽港股份 股票代码：601880 公告编号：临 2025-046 辽宁港口股份有限公司 关于回购股份注销完成暨控股股东及其一致行动人 持股比例被动增加的公告 本公司及董事会全体成员保证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、准确和完整承担个别及连带责任。 重要内容提示： ● 辽宁港口股份有限公司（以下简称"公司"）本次注销的回购股份数量为 本由 23,905,474,669 股减少为 23,571,767,213 股。 ● 回购股份注销日：2025 年 9 月 2 日。 ● 本次回购股份注销完成后，公司控股股东营口港务集团有限公司（以下简称"营 口 港 集 团"） 及其一致 行 动人合计 持有公司 股份比 例由 69.96% 被动增 加至 一、 股份回购情况概述 截止 2025 年 9 月 1 日，公司通过上海证券交易所交易系统以集中竞价交易 方 式 完 成 回 购 ， 共 计 回 购 股 份 333,707,456 股 ， 占 公 司 当 时 总 股 本 价格为 1.45 元/股，均价为 1.63 元/股，支付的资金总额为人民币 544,826,038 元（不含交易 ...