Workflow
LIAONING PORT(601880)
icon
Search documents
吞吐量走高 港口景气度持续提升
Zheng Quan Ri Bao· 2025-09-03 16:26
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].
辽港股份9月2日获融资买入3423.87万元,融资余额2.40亿元
Xin Lang Cai Jing· 2025-09-03 15:25
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]
辽港股份完成注销3.34亿股已购回股份
Zhi Tong Cai Jing· 2025-09-03 11:07
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。 ...
辽港股份(02880)完成注销3.34亿股已购回股份
智通财经网· 2025-09-03 11:01
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]
辽港股份(02880) - 海外监管公告 - 辽寧港口股份有限公司关於回购股份註销完成暨控股股东及其...
2025-09-03 10:53
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 ...
辽港股份: 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
Zheng Quan Zhi Xing· 2025-09-03 08:10
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 ...
辽港股份(601880) - 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
2025-09-03 08:01
● 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 70.95%。本次权益变动不会导致公司控股股东及实际控制人发生变化。 一、 股份回购情况概述 辽宁港口股份有限公司(以下简称"公司")于 2024 年 9 月 6 日召开第七届 董事会 2024 年第 9 次临时会议,并于 2024 年 9 月 24 日召开 2024 年第二次临时 股东大会审议通过了《关于辽宁港口股份有限公司以集中竞价方式第二次回购股 份的议案》,同意公司以集中竞价交易方式回购公司股份,回购的股份将全部用 于注销并减少公司注册资本。回购股份的资金总额为不低于人民币 4.2 亿元 (含),不超过人民币 8.4 亿元(含),回购价格为不超过人民币 1.87 元/股(含), 回购期限为自公司股东大会审议通过本次回购股份方案之日起不超过 12 个月, 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 ...
指数收盘涨0.46%报3875.53点
Yong An Qi Huo· 2025-09-02 05:05
Group 1: Market Performance - A-shares opened higher and closed higher, with the Shanghai Composite Index rising 0.46% to 3875.53 points, the Shenzhen Component Index rising 1.05%, and the ChiNext Index rising 2.29%. Precious metals and downstream jewelry all rose, and the healthcare industry led the market, while insurance led the decline [1]. - Hong Kong stocks rebounded weakly, with the Hang Seng Index rising 2.15% to 25617.42 points, the Hang Seng Tech Index rising 2.2%, and the Hang Seng China Enterprises Index rising 1.95%. Precious metals, energy, and healthcare industries pulled up, and Alibaba led the gains in the Hang Seng Index. The market turnover was HK$38.0231 billion [1]. - European stock markets closed slightly higher. U.S. stocks were closed on September 1 due to the Labor Day holiday [1]. Group 2: Macroeconomic Events - Trump said India's offer to reduce tariffs to zero was too late. Brazil's President Lula is convening a video conference of BRICS leaders to discuss Trump's trade policies [8][12]. - The Shanghai Cooperation Organization agreed to establish a development bank at its summit in Tianjin, and President Xi Jinping promised to increase investment and loans to partners [8][12]. - U.S. Treasury Secretary Bessent said the Trump administration may declare a national housing emergency in the fall and may consider tariff exemptions for specific building materials [8][12]. Group 3: Company News IPO and Listing - Dahon manufacturer DAHON TECHNOLOGY (2543) is offering 7.92 million shares for global sale, with a maximum fundraising of HK$392 million. It has introduced cornerstone investors subscribing for HK$99.6831 million, and is expected to list on September 9, 2025 [10]. - Easy Health Group submitted a listing application, aiming to list on the Main Board of the Hong Kong Stock Exchange. Its net profit in the first half of the year increased 4.38 times year-on-year [10]. - Hesai Technology passed the Hong Kong Stock Exchange's listing hearing and is rumored to raise over HK$2.3 billion [10]. - China Yipin Dairy is considering an IPO in Hong Kong, raising about US$100 million [10]. Company Operations and Developments - Kuaishou - W repurchased 1.137 million shares for HK$83.716 million [14]. - Geely Auto's total sales in August increased by about 38% year-on-year, and the total sales in the first eight months increased by 47% [14]. - NIO - SW delivered 31,305 vehicles in August, a year-on-year increase of 55.2% [14]. - Liaoning Port Co., Ltd. completed a share repurchase of RMB545 million for 334 million shares, and its controlling shareholder Dalian Port increased its stake by RMB230 million [14]. - New Town Development issued new shares to an Australian company, raising a net of HK$49.4 million for the development of tokenization technology [14]. - Sihuan Pharmaceutical partnered with Shenyuan Pharmaceutical to establish an AI R & D company [14]. - Stone Pharmaceutical Group's gout treatment drug passed the consistency evaluation of the National Medical Products Administration [14]. Group 4: Industry Data PMI Data - China's manufacturing PMI in August was 49.4, the non - manufacturing PMI was 50.3, and RatingDog's China manufacturing PMI was 50.5 [17]. - The U.S. manufacturing PMI in August was 53.3 (final value), and the service PMI was 55.4 (final value) [17]. Other Economic Data - The U.S. personal income and expenditure in July increased by 0.4% and 0.5% month - on - month respectively [17]. - The U.S. PCE price index in July was 2.6% year - on - year, and the core PCE price index was 2.9% year - on - year [17]. Group 5: Stock Quotes Hong Kong Stocks - Stocks such as Alibaba - SW, CStone Pharmaceuticals, and WuXi Biologics had different price changes and related indicators [18][20][23]. - Some small - and medium - cap stocks had significant price increases, such as International Commercial Settlement with a 97.25% increase [24]. U.S. Stocks - Stocks like UnitedHealth, PepsiCo, and Johnson & Johnson had different price changes and related indicators [28]. A - shares - Stocks such as Source Photonics, Wuxi AppTec, and Industrial Fubon had different price changes and trading volumes [30][31][33].
辽港股份: 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
Zheng Quan Zhi Xing· 2025-09-01 16:27
Group 1 - The company, Liaoning Port Co., Ltd., will hold a half-year performance briefing on September 9, 2025, from 10:00 to 11:00 [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [1][4] - Investors can submit questions for the briefing from September 2 to September 8, 2025, before 16:00, through the Roadshow Center website or via the company's email [2][3] Group 2 - The briefing aims to discuss the company's main business operations and financial status for the first half of 2025, addressing common investor concerns [2] - Key personnel participating in the briefing include the Executive Director and General Manager, Wei Minghui, and the Financial Director, Tang Ming [2][4] - After the briefing, investors can access the main content and details of the event on the Shanghai Stock Exchange Roadshow Center [3]
辽港股份:9月9日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao· 2025-09-01 14:13
Group 1 - The company, Liaoning Port Co., announced that it will hold a semi-annual performance briefing on September 9, 2025 [2]