Core Insights - The shipping and port sector experienced a rise of 0.67% on August 22, with China Merchants Energy leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Sector Performance - China Merchants Energy (601872) closed at 6.59, with a gain of 6.12% and a trading volume of 2.27 million shares, amounting to a transaction value of 1.485 billion [1] - COSCO Shipping Energy (600026) closed at 10.79, up 5.58%, with a trading volume of 1.39 million shares [1] - Tianjin Port Development (600717) closed at 5.25, gaining 3.75% with a trading volume of 1.04 million shares [1] - Other notable performers include China Merchants South Oil (601975) with a 2.75% increase and Guangzhou Port (601228) with a 1.48% increase [1] Fund Flow Analysis - The shipping and port sector saw a net inflow of 71.94 million in institutional funds, while retail funds experienced a net inflow of 146 million [2] - However, speculative funds recorded a net outflow of 218 million [2]

金融界消息 截至2025年8月22日收盘，招商南油（601975）报收于2.99元，上涨2.75%，换手率6.85%， 成交量329.01万手，成交金额9.81亿元。 资金流向方面，今日主力资金净流入1.52亿元，占比成交额15.49%。其中，超大单净流入2.02亿元、占 成交额20.63%，大单净流出5036.15万元、占成交额5.14%，中单净流出流出7787.48万元、占成交额 7.94%，小单净流出7401.89万元、占成交额7.55%。 来源：金融界 招商南油最新一期业绩显示，截至2025一季报，公司营业总收入13.74亿元、同比减少25.29%，归属净 利润2.85亿元，同比减少57.59%，扣非净利润2.82亿元，同比减少48.87%，流动比率5.452、速动比率 5.136、资产负债率13.85%。 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 ...

首 A股8月20日共有3713只个股获融资资金买入，有589股买入金额超亿元。其中，东方财富、中兴通 讯、北方稀土融资买入金额排名前三，分别获买入30.47亿元、22.87亿元、22.13亿元。从融资买入额占 当日总成交金额比重来看，有5只个股融资买入额占比超30%。其中埃科光电、招商南油、科森科技融 资买入额占成交额比重排名前三，分别为37.86%、37.58%、32.49%。从融资净买入金额来看，有55只 个股获融资净买入超亿元。其中，中际旭创、寒武纪-U、中芯国际融资净买入金额排名前三，分别获 净买入5.59亿元、4.96亿元、4.74亿元。 ...

Group 1 - On August 20, a total of 3,713 stocks in the A-share market received financing funds, with 589 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were Dongfang Caifu, ZTE Corporation, and Northern Rare Earth, with amounts of 3.047 billion yuan, 2.287 billion yuan, and 2.213 billion yuan respectively [1] - Five stocks had financing buying amounts accounting for over 30% of the total transaction amount for the day, with Aiko Photonics, China Merchants Jinling, and Kosen Technology leading at 37.86%, 37.58%, and 32.49% respectively [1] Group 2 - There were 55 stocks with a net financing buying amount exceeding 100 million yuan, with the top three being Zhongji Xuchuang, Cambrian Biomanufacturing-U, and SMIC, which had net buying amounts of 559 million yuan, 496 million yuan, and 474 million yuan respectively [1]

Market Overview - The Shanghai Composite Index closed at 3766.21 points, above the six-month moving average, with an increase of 1.04% [1] - The total trading volume of A-shares reached 24,484.14 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 93 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xi'an Catering (9.78%) - Fuyao Glass (9.01%) - Sunrise Orient (6.98%) [1] Stocks with Small Deviation Rates - Stocks with minor deviation rates that just crossed the six-month moving average include: - Rui Ming Technology - Fengle Seed Industry - ST Zhongdi [1] Performance of Selected Stocks - Xi'an Catering: - Price change: +10.06% - Turnover rate: 11.89% - Latest price: 9.85 yuan - Deviation rate: 9.78% [1] - Fuyao Glass: - Price change: +10.01% - Turnover rate: 2.85% - Latest price: 61.35 yuan - Deviation rate: 9.01% [1] - Sunrise Orient: - Price change: +10.02% - Turnover rate: 9.10% - Latest price: 10.76 yuan - Deviation rate: 6.98% [1]

证券之星消息，8月20日航运港口板块较上一交易日上涨0.87%，中谷物流领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入9002.37万元，游资资金净流出1.15亿元，散户资 金净流入2503.95万元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601919 中远海控 | | 2.39 Z | 15.07% | -1.49 Z | -9.39% | -8995.36万 | -5.68% | | 601975 招商南油 | | 1.01亿 | 20.25% | -4943.26万 | -9.91% | -5158.35万 | -10.34% | | 601866 中远海发 | | 3231.14万 | 12.85% | -1374.65万 | ...

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1187 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。 金融界消息 截至2025年8月20日收盘，招商南油（601975）报收于2.92元，上涨1.74%，换手率3.59%， 成交量172.26万手，成交金额4.99亿元。 来源：金融界 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。 资金流向方面，今日主力资金净流入1.01亿元，占比成交额20.25%。其中，超大单净流入1.38亿元、占 成交额27.66%，大单净流出3698.96万元、占成交额7.41%，中单净流出流出4943.26万元、占成交额 9.91%，小单净流出5158.35万元、占成交额10.34%。 招商南油最新一期业绩显示，截至2025一季报，公司营业总收入13.74亿元、同比减少25.29%，归属净 利润2.85亿元，同比减少57.59%，扣非净利润2.8 ...

Core Viewpoint - The company announced the convening of the fourth employee representative assembly on August 15, 2025, to elect Mr. Jian Yujin as the employee director of the company's eleventh board of directors [1] Group 1 - The company is set to hold the employee representative assembly on August 15, 2025 [1] - Mr. Jian Yujin has been nominated for the position of employee director [1]

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].