证券日报网讯 8月15日晚间，招商南油（601975）发布公告称，公司于2025年8月15日召开四届一次职 工代表大会，选举简玉金先生为公司第十一届董事会职工董事。 ...

证券代码：601975 证券简称：招商南油 公告编号：临 2025-019 招商局南京油运股份有限公司 关于选举职工董事的公告 招商局南京油运股份有限公司董事会 2025 年 8 月 16 日 1 附件： 职工董事简历 简玉金，男，1967 年 8 月出生，工商管理硕士，政工师，中共党员。历任 武汉长江轮船有限公司汉华船厂干部、宣传部干部，中国长江航运（集团）总公 司党办调研秘书处秘书、副处长，中国长江航运（集团）总公司旅游办公室处职 干部，中国长江航运（集团）总公司总经办政研处副处长、处长，中国长江航运 （集团）总公司总经办副主任，中国长江航运（集团）总公司纪委副书记兼纪委 办公室(监察室)主任，中国长江航运（集团）总公司机关党委书记，中国长江航 运集团有限公司监察部部长、纪委办公室主任，中国长江航运集团有限公司纪委 副书记、监察部部长、纪委办公室主任，中国长江航运集团有限公司纪委副书记、 监察部部长、纪委办公室主任、党委巡察工作领导小组办公室主任，招商局南京 油运股份有限公司党委副书记、纪委书记、工会主席（正职级）、职工监事。现 任招商局南京油运股份有限公司党委副书记、纪委书记、工会主席（正职级）、 职工 ...

Core Viewpoint - The successful maiden voyage of the "Yongsheng" vessel to Mexico marks a significant step in the company's global operations and its ability to expand into new markets [1][3]. Group 1: Global Strategy - The company prioritizes global development as a core strategy, focusing on consolidating traditional routes in Australia and Africa while actively exploring emerging markets [3]. - The refined market analysis and dynamic tracking of cargo flows by the refined oil operating team have enabled the successful identification of long-haul cargo sources [3]. Group 2: Operational Excellence - The company effectively navigated the unfamiliar port environment in Mexico, adhering to strict documentation requirements and managing unique equipment interfaces [3]. - A collaborative effort between the ship and shore teams ensured efficient operations, including thorough route planning and compliance with port regulations [3]. - The vessel overcame language barriers and executed stable docking operations with a non-powered oil arm, demonstrating high professional skills and operational efficiency [3]. Group 3: Future Outlook - The successful completion of the maiden voyage showcases the company's determination and professional capability in expanding its global business [3]. - The company aims to leverage this breakthrough to further enhance its route network, improve resource allocation efficiency, and elevate its international operational standards and brand influence [3].

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. ...

截至2025年8月7日15时，招商南油股价报2.91元，较前一交易日上涨0.01元。当日成交量为920536手， 成交金额达2.66亿元。该股开盘报2.90元，盘中波动区间为2.87元至2.91元。 招商南油主要从事国际原油运输、国际成品油运输和化工品运输业务，是国内领先的油轮运输企业。公 司运营管理着包括VLCC、MR等各类型油轮，航线覆盖全球主要石油进出口地区。 根据公开信息，招商南油已披露2025年半年报业绩预告，预计净利润将出现同比下降。公司表示业绩变 动主要受国际油运市场运价波动影响。 资金流向方面，8月7日招商南油主力资金净流入1323.68万元，近五个交易日累计净流入9690.61万元。 风险提示：航运行业具有周期性特征，运价波动可能对公司业绩造成影响。投资者需注意市场风险，审 慎决策。 来源:金融界 ...

从资金流向上来看，当日航运港口板块主力资金净流出1.38亿元，游资资金净流入1921.84万元，散户资 金净流入1.19亿元。航运港口板块个股资金流向见下表： 证券之星消息，8月7日航运港口板块较上一交易日上涨0.46%，中谷物流领涨。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603562 | 中含物流 | 10.49 | 2.14% | 17.58万 | | 1.84亿 | | 601228 | 广州港 | 3.39 | 2.11% | 47.15万 | | 1.59亿 | | 601298 | 黄明世 | 8.95 | 1.82% | 16.58万 | | 1.47亿 | | 601018 | 宁波港 | 3.69 | 1.37% | 73.39万 | | 2.69亿 | | 601880 | 辽港股份 | 1.59 | 1.27% | 15 ...

Group 1 - On August 1, a total of 3,707 stocks in the A-share market received financing funds, with 324 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were Zhongji Xuchuang, Xinyi Sheng, and Dongfang Caifu, with amounts of 1.562 billion yuan, 1.249 billion yuan, and 921 million yuan respectively [1] - Three stocks had financing buying amounts accounting for over 30% of the total transaction amount, with Diweier, Zhaoshang Nanyou, and Wanyi Technology leading at 43.56%, 40.6%, and 31.49% respectively [1] Group 2 - Fourteen stocks had a net financing buying amount exceeding 100 million yuan, with Guizhou Moutai, Yidian Tianxia, and Yingweike ranking the highest at 286 million yuan, 278 million yuan, and 263 million yuan respectively [1]

8月4日，沪深两融数据显示，招商南油上周累计获融资净买入额2125.12万元，居两市第389位，上周融 资买入额2.42亿元，偿还额2.21亿元。 招商南油所属概念板块包括：航运港口、江苏板块、低价股、沪股通、融资融券、机构重仓、一带一 路、央国企改革。 来源：金融界 资金流方面，招商南油近5日主力资金流出5285.21万元，区间跌幅4.67%；近10日主力资金流入3507.73 万元，区间涨幅1.14%。 天眼查商业履历信息显示，招商局南京油运股份有限公司，成立于1993年，位于南京市，是一家以从事 水上运输业为主的企业。企业注册资本480185.6148万人民币，实缴资本15309.1万人民币。公司法定代 表人为戴荣辉。 通过天眼查大数据分析，招商局南京油运股份有限公司共对外投资了5家企业，参与招投标项目1180 次，知识产权方面有商标信息1条，专利信息1条，此外企业还拥有行政许可14个。 ...

截至2025年7月30日 13:30，国证石油天然气指数(399439)强势上涨1.27%，成分股潜能恒信(300191)上涨 5.17%，东华能源(002221)上涨4.36%，东方环宇(603706)上涨3.37%，中国石化(600028)，海默科技 (300084)等个股跟涨。油气ETF(159697)上涨1.27%，最新价报1.04元。 数据显示，截至2025年6月30日，国证石油天然气指数(399439)前十大权重股分别为中国石油(601857)、 中国石化(600028)、中国海油(600938)、广汇能源(600256)、杰瑞股份(002353)、招商轮船(601872)、新 奥股份(600803)、中远海能(600026)、海油工程(600583)、招商南油(601975)，前十大权重股合计占比 65.74%。 油气ETF(159697)，场外联接A：019827；联接C：019828；联接I：022861。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 消息面上，因需求旺盛，俄罗斯到8月31日之前禁止生产商出口汽油。俄政府称，这一举措旨在在季节 性需求旺盛的时期保持 ...

Investment Rating - The report maintains an "Outperform" rating for the transportation industry [4][6][7]. Core Views - The "anti-involution" policy in the express delivery sector is expected to ease competition, with Shentong Express planning to acquire Dan Niao Logistics [3][54]. - The shipping industry is anticipated to see a bottoming out of oil transportation rates during the summer, with potential upward pressure on rates due to supply constraints and demand changes [1][22][23]. - The aviation sector is experiencing a decline in flight volumes, but the domestic passenger market is expected to continue optimizing supply and demand dynamics through 2025 [2][37][46]. Summary by Sections Shipping Sector - In July, crude oil entered the off-season, leading to a softening of oil freight rates, with expectations for a bottoming out during the summer [1]. - The current supply situation is relatively tight, and marginal changes in demand could significantly impact freight rates [1][22]. - Recommendations include China Merchants Energy and China Merchants Shipping, with a focus on China Merchants South Oil [1]. Aviation Sector - The overall and domestic passenger flight volumes have decreased by 1.5% and 1.4% respectively compared to the previous week, but remain above 2019 levels [2][37]. - The average ticket price for domestic routes has dropped by 8.0% year-on-year, while passenger load factors have improved slightly [2][37]. - Investment recommendations include closely monitoring ticket price performance during the peak summer season, with a focus on China National Aviation, Eastern Airlines, Southern Airlines, and Spring Airlines [2][46]. Express Delivery Sector - The "anti-involution" policy has been implemented to combat excessive competition, with price increases already observed in regions like Yiwu [3][53]. - The introduction of unmanned logistics vehicles is expected to reduce costs significantly for leading companies like SF Express and Zhongtong Express [3][61]. - Investment suggestions include SF Express, Zhongtong Express, YTO Express, and Shentong Express, with a focus on the impact of the "anti-involution" policy [3][63]. Key Company Earnings Forecasts and Investment Ratings - China Merchants Energy, China Merchants Shipping, SF Express, Zhongtong Express, and YTO Express are all rated as "Outperform" [7]. - SF Express is expected to maintain a growth rate of 15-20% over the next two years, with a PE ratio of approximately 20 times in 2025 [3][63]. - China Merchants Shipping reported a 20.1% year-on-year increase in revenue for Q1 2025, indicating strong performance [27].