证券代码：603066 证券简称：音飞储存 公告编号：2025-025 南京音飞储存设备（集团）股份有限公司 关于股东股份部分质押的公告 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。 重要内容提示： 一、上市公司股份质押 公司于 2025 年 8 月 25 日获悉股东金跃跃先生所持有本公司的部分股份被质 押，具体情况如下： | | | | 本次质 | 本次质押后 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 | 持股 | 押前累 | 累计质押数 | 持股份 | 总股本 | 已质押股 | 已质押股 | 未质押股 | 未质押股 | | | | 比例 | 计质押 | 量 | 比例 | 比例 | 份中限售 | 份中冻结 | 份中限售 | 份中冻结 | | | | | 数量 | | | | 股份数量 | 股份数量 | 股份数量 | 股份数 ...

Market Overview - On August 14, the logistics sector declined by 0.66%, with Wanlin Logistics leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Individual Stock Performance - Hengji Dazheng (002492) saw a significant increase of 10.01%, closing at 7.69 with a trading volume of 500,900 shares and a turnover of 371 million yuan [1] - Jianfa Co. (600153) increased by 5.42%, closing at 10.90 with a trading volume of 706,000 shares and a turnover of 763 million yuan [1] - Wanlin Logistics (603117) experienced a decline of 5.34%, closing at 5.50 with a trading volume of 248,700 shares and a turnover of 138 million yuan [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 510 million yuan from institutional investors, while retail investors saw a net inflow of 426 million yuan [2] - The table of capital flow indicates that Hengji Dazheng had a net inflow of 74.71 million yuan from institutional investors, while retail investors had a net outflow of 37.49 million yuan [3] Summary of Key Stocks - The top performers in terms of net inflow from institutional investors included Hengji Dazheng and Shunfeng Holdings (002352), which had a net inflow of 55.99 million yuan [3] - Other notable stocks with significant trading activity included Mierkewei (603713) and ST Guangwu (600603), with net inflows of 14.32 million yuan and 12.32 million yuan from institutional investors, respectively [3]

证券之星消息，7月29日物流板块较上一交易日下跌0.04%，音飞储存领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。物流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) | | --- | --- | --- | --- | --- | --- | | 002468 | 申通快递 | 14.64 | 3.68% | 80.13万 | 11.35 亿 | | 603871 | 嘉友国际 | 11.62 | 3.20% | 22.26万 | 2.53亿 | | 872351 | や米濃海 | 29.79 | 2.02% | 2.39万 | 7008.63万 | | 603056 | 德邦股份 | 16.15 | 1.19% | 18.94万 | 3.03亿 | | 601598 | 中国外运 | 5.41 | 1.12% | 22.91万 | 1.24亿 | | 603569 | 长久物流 | 7.98 | 0.50% | 5.85万 | 4632.38万 | | 600787 | 中储股份 | 6.01 ...

股东金跃跃及其一致行动人山东昌隆泰世科技有限公司保证向本公司 提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 23.87% | | | | 权益变动后合计比例 | 22.74% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 证券代码：603066 证券简称：音飞储存 公告编号：2025-024 南京音飞储存设备（集团）股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 1、本次权益变动为公司持股 5%以上股东金跃跃及其一致行动人昌隆泰世 履行此前披露的减持股份计划，不会导致公司控股股东、实际控制人发生变化， 不违反已作出的承诺、意向、计划，具体内容详见公司于 2025 年 5 月 9 日在 ...

Core Viewpoint - The announcement details a change in the equity stake of major shareholders in Nanjing Yinfly Storage Equipment (Group) Co., Ltd, indicating a reduction in their combined shareholding from 24.03% to 23.87% due to a share reduction event [1][2]. Group 1: Shareholder Information - The major shareholders involved are Jin Yueyue and Shandong Changlong Taishi Technology Co., Ltd, who collectively hold a significant stake in the company [1]. - Shandong Changlong Taishi Technology Co., Ltd reduced its holdings by 460,000 shares, representing 0.16% of the total shares [1][2]. Group 2: Equity Change Details - The equity change occurred on July 1, 2025, through centralized bidding transactions [2]. - The total shareholding before the change was 7069.117 million shares, which decreased to 7023.117 million shares post-change [2]. Group 3: Compliance and Future Actions - The reduction in shareholding complies with previously disclosed plans and does not alter the control of the company [2][3]. - The company will ensure that the shareholders adhere to legal regulations and fulfill their information disclosure obligations [3].

证券代码：603066 证券简称：音飞储存 公告编号：2025-023 南京音飞储存设备（集团）股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 股东金跃跃及其一致行动人山东昌隆泰世科技有限公司保证向本公司 提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 24.03% | | | | 权益变动后合计比例 | 23.87% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于 ...

Investment Rating - The report maintains an "Overweight" rating for the transportation sector [5] Core Views - OPEC+ has accelerated production, which is expected to boost oil transportation demand. The organization agreed to increase oil production by 411,000 barrels per day for the third consecutive month, which is three times the planned increase from March. This increase is partly due to non-compliance by major member countries and aims to counteract the low oil prices affecting U.S. shale oil production [1] - The demand for oil transportation is likely to continue rising due to stricter sanctions on Russia and Iran's shadow fleets, alongside OPEC+'s strong willingness to increase production [1] - The shipping rates for the U.S. routes have surged due to easing trade conflicts and seasonal demand, with significant increases in average freight rates for both the West and East U.S. routes [2] Summary by Sections 1. Market Overview - The transportation sector's performance over the past five trading days showed a slight decline in major indices, while the transportation sector itself increased by 1.5%, ranking 10th among all sectors [3][8] - All sub-sectors within transportation experienced gains, with the highest increases seen in public transport (+7.51%), express delivery (+3.47%), and highways (+2.34%) [9][10] 2. Oil Transportation - As of May 30, 2025, the BDTI index was at 922 points, reflecting a 4.2% decrease from the previous week. VLCC rates were reported at $33,831 per day, down 18.7% week-on-week [15] - The global oil tanker capacity reached 463.26 million DWT, showing a year-on-year increase of 0.26% [27] 3. Container Shipping - The SCFI index averaged 2073 points as of May 30, 2025, marking a 30.7% increase. The average freight rates for the West U.S. and East U.S. routes were $5,172 and $6,243 per FEU, respectively, with increases of 57.9% and 45.7% [30] 4. Air Transportation - In April 2025, domestic passenger traffic in China reached 54.52 million, a year-on-year increase of 7.2%. International passenger traffic was 6.41 million, up 25.9% [56] - Major airports like Baiyun, Pudong, and Shenzhen reported significant increases in passenger throughput, with Baiyun Airport seeing a 26.3% year-on-year increase [65] 5. Express Delivery - In April 2025, the volume of express delivery services reached 16.3 billion pieces, a 19.1% increase year-on-year, while revenue was 121.3 billion yuan, up 10.8% [70] 6. Rail and Road Transportation - In April 2025, railway freight turnover was 3,019 billion ton-kilometers, up 8.4% year-on-year, while road freight turnover was 6,886 billion ton-kilometers, reflecting a 2.8% increase [80][82]

Group 1 - The stock price of Yinfeng Storage (603066) closed at 12.4 yuan on May 30, 2025, representing a 12.83% increase from the previous week's closing price of 10.99 yuan [1] - The highest intraday price reached 13.32 yuan on May 30, while the lowest was 10.99 yuan on May 26 [1] - Yinfeng Storage has a total market capitalization of 3.648 billion yuan, ranking 30th out of 45 in the logistics sector and 3678th out of 5146 in the A-share market [1] Group 2 - Yinfeng Storage announced a cash dividend of 0.052 yuan per share, totaling 15,297,363.85 yuan [2] - The record date for the dividend is June 3, 2025, with the ex-dividend date and payment date set for June 4, 2025 [2] - The profit distribution plan was approved at the company's annual general meeting on May 16, 2025 [2]

证券代码：603066 证券简称：音飞储存 公告编号：2025-022 A 股每股现金红利0.052元 2024年年度权益分派实施公告 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。 南京音飞储存设备（集团）股份有限公司 相关日期 重要内容提示： 每股分配比例 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/3 | － | 2025/6/4 | 2025/6/4 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本294,180,074股为基数，每股派发现金红利 0.052元（含税），共 ...

Investment Rating - The report gives an "Overweight" rating for the logistics automation and robotics industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The logistics automation application space is extensive, covering various sectors such as factory logistics, commercial distribution, and consumer logistics. It can be categorized by application scenarios, functions, and industry chain segments [4]. - The core driving force behind the adoption of robotics and unmanned vehicles in logistics is to enhance operational efficiency and reduce labor costs. For instance, leading express delivery companies like SF Express have deployed numerous robots in their operations, indicating significant future potential [4]. - The report highlights that there is still a vast space for logistics automation and robotics, as many manual processes remain in logistics scenarios. Technological advancements in AI, sensors, and control systems are enabling the deployment of humanoid and wheeled robots, as well as drones [4]. Summary by Relevant Sections Application Areas - Logistics automation encompasses factory logistics, commercial distribution, and consumer logistics, with functionalities including automated warehousing, transportation, sorting, and control [4]. Market Dynamics - The logistics sector is experiencing a structural change with an increasing share of automated equipment, particularly robots and unmanned vehicles, despite the overall capital expenditure peak having passed [4]. Key Companies and Their Focus - Key companies in the logistics automation sector include: 1. Dematic Technology: Focuses on logistics automation components and systems solutions [4]. 2. Lanjian Intelligent: Concentrates on industrial robotics and warehouse automation [4]. 3. Zhongyou Technology: Develops intelligent sorting systems and relies on postal group resources for unmanned delivery [4]. 4. Jintian International: Provides comprehensive solutions for smart logistics and manufacturing systems [4]. 5. Zhongke Weizhi: Engages in intelligent logistics sorting systems with clients like Zhongtong and SF Express [4]. 6. Yinfeng Storage: Develops intelligent logistics robots and high-precision shelving equipment [4]. 7. Kunshan Intelligent: Covers intelligent logistics systems and equipment in the tobacco industry [4]. 8. Anhui Heli: A leading forklift company also venturing into logistics robotics [4]. 9. Hangcha Group: Offers a range of products including forklifts and automated guided vehicles [4]. Financial Metrics - The report includes a valuation table for key companies, showing metrics such as EPS and PE ratios for the years 2024 to 2027, indicating growth expectations for several companies in the sector [5].