Market Performance - The shipping and port sector increased by 0.67% on September 24, with Nanjing Port leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Nanjing Port (002040) saw a significant rise of 10.01%, closing at 11.98 with a trading volume of 437,200 shares and a turnover of 506 million yuan [1] - Other notable performers included: - China Merchants Heavy Industry (601872) up 2.87% to 8.96 with a turnover of 934 million yuan [1] - HNA Technology (600751) up 1.94% to 4.74 with a turnover of 238 million yuan [1] - COSCO Shipping Energy (600026) up 1.49% to 12.27 with a turnover of 654 million yuan [1] Declining Stocks - Ningbo Port (601018) decreased by 2.36% to 3.73 with a trading volume of 2,439,400 shares and a turnover of 909 million yuan [2] - Other declining stocks included: - Ningbo Ocean Shipping (601022) down 2.24% to 10.91 [2] - COSCO Shipping Specialized (600428) down 1.05% to 6.62 [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 187 million yuan from main funds, while retail investors saw a net inflow of 105 million yuan [2] - Notable capital flows included: - China Merchants Heavy Industry (601872) had a main fund net inflow of 11.3 million yuan [3] - Nanjing Port (002040) saw a main fund net inflow of 31.56 million yuan [3] - COSCO Shipping Energy (600026) had a main fund net inflow of 39.95 million yuan [3]

Group 1 - The company held its 13th meeting of the 11th Board of Directors on September 23, 2025, via electronic communication, with all 9 directors participating in the vote, ensuring the legality and validity of the resolutions [2][4]. - The Board approved the construction of two 65,000-ton PANAMAX oil tankers at a maximum investment of 976.06 million RMB (including tax) to enhance the company's operational capacity and competitiveness in the crude oil transportation market [3][5]. - The new tankers are designed to meet the IMO Tier III emission standards and will feature a dual-fuel methanol reserve design, with delivery expected in the second half of 2028 [3][5]. Group 2 - The company also approved the construction of a 9,500 cubic meter ethylene ship at a contract price of 365 million RMB (including tax) through its subsidiary, Shanghai Changshi Shipping Co., Ltd., from the related party, Jiangsu Dingheng Shipbuilding Co., Ltd. [12][13]. - This transaction is classified as a related party transaction and does not constitute a major asset restructuring as per the regulations [12][15]. - The new ethylene ship is expected to be delivered in the first half of 2028 and aims to optimize the company's ethylene fleet and strengthen its market position [13][25].

每经AI快讯，招商南油9月23日晚间发布公告称，公司第十一届第十三次董事会会议于2025年9月23日 以通讯表决的方式召开。会议审议了《关于新建两艘6.5万吨级PANAMAX油轮的议案》等文件。 每经头条（nbdtoutiao）——报价太低遭严防，投标企业还得"解释清楚"，一场国家组织的大型采购， 为何引发全行业关注 （记者 张明双） ...

证券代码：601975 证券简称：招商南油 公告编号：临 2025-030 招商局南京油运股份有限公司 （一）通过《关于新建两艘 6.5 万吨级 PANAMAX 油轮的议案》 为优化公司原油船队运力结构，改善船队运营能力，提升公司原油运输市场 竞争力，进一步增强公司可持续发展能力，公司董事会同意投资不超过 97,606 万元人民币（含税），在非关联方大连船舶重工集团有限公司新建两艘 6.5 万吨 级 PANAMAX 油轮。新船为新一代小巴拿马船型，满足 IMO Tier III 排放标准， 采用甲醇双燃料预留设计，并新增艏装载系统。上述两艘船舶预计 2028 年下半 年交付。 第十一届董事会第十三次会议决议公告 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法律责任。 一、董事会会议召开情况 公司于 2025 年 9 月 18 日以电子邮件的方式发出召开第十一届董事会第十三 次会议的通知，会议于 2025 年 9 月 23 日以通讯表决的方式召开。会议应参与表 决董事 9 人，实际参与表决董事 9 人。会议由董事长丁磊先生主持。本次会议 ...

格隆汇9月23日丨招商南油(601975.SH)公布，公司控股子公司上海长石海运有限公司(简称"上海长石") 以合同价格3.65亿元人民币(含税)，在关联方招商局工业集团扬州鼎衡船舶有限公司(简称"招商工业扬 州鼎衡")新建一艘9500立方米乙烯船。 ...

证券代码：601975 证券简称：招商南油 公告编号：2025-031 招商局南京油运股份有限公司 关于新建一艘 9500 立方米乙烯船的关联交易公告 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法律责任。 重要内容提示： 公司控股子公司上海长石海运有限公司（简称"上海长石"）以合同 价格 3.65 亿元人民币（含税），在关联方招商局工业集团扬州鼎衡船舶有限 公司（简称"招商工业扬州鼎衡"）新建一艘 9500 立方米乙烯船。 招商工业扬州鼎衡隶属于招商局工业集团有限公司（简称"招商工 业"），与本公司同属于招商局集团有限公司（简称"招商局集团"），与本 公司的关联关系属于《上海证券交易所股票上市规则》第 6.3.3 条第（二） 项规定的情形，为公司关联方，本次交易构成本公司的关联交易。 本次关联交易不构成《上市公司重大资产重组管理办法》规定的重大 资产重组。 截至本公告发布之日止，在过去 12 个月中，没有与招商工业扬州鼎 衡进行的交易以及与不同关联人进行的交易须与本次交易合并计算。本次交 易的合同金额未超过本公司最近一期经审计净资产 ...

招商南油公告，公司控股子公司上海长石海运有限公司以合同价格3.65亿元人民币（含税），在关联方 招商局工业集团扬州鼎衡船舶有限公司新建一艘 9500立方米乙烯船，预计2028年上半年交付。 ...

Core Viewpoint - The stock of China Merchants Nanjing Tanker Corporation (招商南油) has experienced fluctuations, with a recent decline of 2.11% on September 18, 2023, amid significant trading activity and net outflows of capital [1][2]. Group 1: Stock Performance - As of September 18, 2023, the stock price is reported at 3.25 CNY per share, with a total market capitalization of 15.606 billion CNY [1]. - Year-to-date, the stock has increased by 3.83%, while it has decreased by 2.11% over the last five trading days, increased by 11.68% over the last 20 days, and increased by 9.80% over the last 60 days [1]. - The stock has appeared on the "龙虎榜" (top trading list) three times this year, with the latest occurrence on September 8, 2023, where it recorded a net buy of 102 million CNY [1]. Group 2: Company Overview - China Merchants Nanjing Tanker Corporation, established on September 8, 1993, and listed on January 8, 2019, is primarily engaged in coastal and international oil transportation [2]. - The revenue composition of the company includes: refined oil transportation (57.92%), crude oil transportation (28.82%), chemical transportation (7.20%), ethylene transportation (3.07%), crew leasing (2.28%), and other services (0.67%) [2]. - As of August 31, 2023, the number of shareholders is reported at 141,600, a decrease of 4.11% from the previous period, with an average of 33,902 circulating shares per shareholder, an increase of 4.28% [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a revenue of 2.772 billion CNY, a year-on-year decrease of 21.43%, and a net profit attributable to shareholders of 570 million CNY, down 53.28% year-on-year [2]. - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 64.1352 million shares, a decrease of 7.0947 million shares from the previous period [2].

证券之星消息，9月17日航运港口板块较上一交易日上涨0.51%，中远海能领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600026 | 中远海能 | 12.73 | 3.50% | 75.87万 | | 9.72 6 | | 600751 | 海航科技 | 4.93 | 2.71% | 99.06万 | | 4.85 Z | | 002040 | 南京港 | 10.17 | 2.11% | 37.45万 | | 3.79亿 | | 601975 | 招商南油 | 3.32 | 1.84% | 236.55万 | | 7.87亿 | | 601872 | 招商轮船 | 8.95 | 1.82% | 123.43万 | | 11.06亿 | | 603167 | 渤海轮渡 | 10.14 | 1.20% | 6.65万 | | 6737.83万 | ...

Core Viewpoint - The stock of China Merchants Nanjing Tanker Corporation (招商南油) has experienced fluctuations, with a recent decline of 2.10% on September 16, 2023, reflecting a total market capitalization of 15.654 billion yuan [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 2.772 billion yuan, representing a year-on-year decrease of 21.43%, while the net profit attributable to shareholders was 570 million yuan, down 53.28% compared to the previous year [2]. - Year-to-date, the stock price has increased by 4.15%, with a 0.91% decline over the last five trading days, a 13.59% increase over the last 20 days, and a 6.89% increase over the last 60 days [1]. Business Overview - The company, established on September 8, 1993, and listed on January 8, 2019, primarily engages in coastal and international oil transportation, with revenue breakdowns as follows: refined oil transportation (57.92%), crude oil transportation (28.82%), chemical transportation (7.20%), ethylene transportation (3.07%), crew leasing (2.28%), and other services (0.67%) [2]. - As of August 31, 2023, the number of shareholders was 141,600, a decrease of 4.11% from the previous period, with an average of 33,902 circulating shares per shareholder, an increase of 4.28% [2]. Market Activity - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) three times this year, with the most recent appearance on September 8, 2023, where it recorded a net purchase of 102 million yuan [1]. - The major shareholders include Hong Kong Central Clearing Limited, holding 64.1352 million shares, a decrease of 7.0947 million shares from the previous period, and Southern CSI 1000 ETF, holding 35.8807 million shares, an increase of 6.8034 million shares [2].