南财智讯11月11日电，海通发展公告，公司于2025年11月11日收到上海证券交易所出具的《关于福建海 通发展股份有限公司向特定对象发行股票的交易所审核意见》，认为公司向特定对象发行股票申请符合 发行条件、上市条件和信息披露要求。公司本次向特定对象发行股票事项尚需经中国证券监督管理委员 会同意注册后方可实施，最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根 据上述事项的进展情况，严格按照有关规定及时履行信息披露义务，敬请广大投资者注意投资风险。 ...

Core Viewpoint - Haitong Development (603162.SH) has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, indicating compliance with issuance, listing, and information disclosure requirements [1] Summary by Categories - **Company Announcement** - Haitong Development announced on November 11, 2025, that it received the review opinion from the Shanghai Stock Exchange regarding its application for a specific share issuance [1] - **Regulatory Compliance** - The Shanghai Stock Exchange confirmed that the company's application meets the necessary conditions for issuance, listing, and information disclosure [1]

海通发展公告称，公司于2025年11月11日收到上交所出具的审核意见，其向特定对象发行股票申请符合 发行、上市条件和信息披露要求。该事项尚需经中国证监会同意注册后方可实施，最终能否获得同意注 册及其时间存在不确定性，公司将依规及时披露进展。 ...

Core Points - The company has completed the registration of the reserved grant rights for the stock option and restricted stock incentive plan for 2025, which involves granting 2.03 million restricted shares at a price of 4.41 yuan per share to 33 eligible participants [1][5]. Group 1: Reserved Grant Details - The reserved grant date is set for September 22, 2025, with a total of 2.03 million restricted shares to be granted [5]. - The total number of shares granted under all effective incentive plans does not exceed 10% of the company's total share capital at the time of submission to the shareholders' meeting [2]. - The effective period for the restricted shares is up to 66 months from the completion of the initial grant registration [3]. Group 2: Lock-up Period and Release Arrangements - The lock-up period for the restricted shares will vary, with specific durations of 12, 24, 36, and 48 months from the grant registration date [6]. - The company will repurchase and cancel any restricted shares that do not meet the release conditions after the lock-up period [6]. Group 3: Financial Impact and Fund Usage - The funds raised from this incentive plan, totaling 8,952,300 yuan (approximately 8.95 million yuan), will be used to supplement the company's working capital [10][6]. - The accounting impact of the restricted shares will be assessed according to the relevant accounting standards, with potential effects on net profit during the effective period [11][12]. Group 4: Shareholder Structure Changes - Following the grant, the total number of shares will increase from 926,759,128 to 928,789,128, resulting in a slight decrease in the controlling shareholder's ownership percentage from 58.01% to 57.88% [8].

Core Points - Haitong Development announced the completion of the registration work for the stock option and restricted stock incentive plan draft for 2025 [1] - The registration date for the restricted stock grant was November 7, 2025 [1] - The number of restricted stock grants registered is 2.03 million shares [1]

根据中国证券监督管理委员会《上市公司股权激励管理办法》、上海证券交 易所、中国证券登记结算有限责任公司上海分公司有关规则的规定，福建海通发 展股份有限公司（以下简称"公司"）完成了《福建海通发展股份有限公司 2025 年股票期权与限制性股票激励计划（草案）》（以下简称"本次激励计划"、"本 激励计划"） 限制性股票预留授予权益的登记工作，有关具体情况如下： 一、预留授予情况 2025 年 9 月 22 日，公司召开第四届董事会第三十次会议，审议通过《关于 向 2025 年股票期权与限制性股票激励计划激励对象授予预留部分股票期权与限 制性股票的议案》，同意以 2025 年 9 月 22 日为预留授予日，向符合条件的 33 名激励对象授予限制性股票 203.00 万股，授予价格为 4.41 元/股。董事会薪酬与 考核委员会对相关事项发表了同意的意见。 证券代码：603162 证券简称：海通发展 公告编号：2025-122 福建海通发展股份有限公司 关于 2025 年股票期权与限制性股票激励计划 限制性股票预留授予结果公告 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 ...

Core Insights - The shipping and port sector saw a 0.3% increase on November 10, with HNA Technology leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Shipping and Port Sector Performance - HNA Technology (600751) closed at 4.90, up 10.11% with a trading volume of 1,124,500 shares [1] - Phoenix Shipping (000520) closed at 4.90, up 6.29% with a trading volume of 784,800 shares [1] - Haitong Development (603162) closed at 11.43, up 3.16% with a trading volume of 316,500 shares [1] - Shanghai Port Group (600018) closed at 5.72, up 1.78% with a trading volume of 474,700 shares [1] - Other notable performers include Qinhuangdao Port (601326) and Ningbo Port (601018), both showing slight increases [1] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 223 million yuan from institutional investors, while retail investors saw a net inflow of 316 million yuan [2] - HNA Technology had a significant net inflow of 1.25 billion yuan from institutional investors, despite a net outflow from retail and speculative investors [3] - Phoenix Shipping and Haitong Development also saw mixed capital flows, with institutional inflows but outflows from retail investors [3]

Core Viewpoint - The shipping and port sector experienced a notable increase in stock prices, indicating positive market sentiment and potential growth opportunities in the industry [2]. Group 1: Stock Performance - Hainan Airlines Technology reached the daily limit up, reflecting strong investor interest and confidence in the company [2]. - Phoenix Shipping saw a rise of over 5%, suggesting a positive trend in its stock performance [2]. - Other companies in the sector, including Haitong Development, Nanjing Port, COSCO Shipping Specialized, and Ningbo Port, also experienced upward movements in their stock prices, indicating a broader rally in the shipping and port industry [2].

Core Viewpoint - Haitong Development's stock has shown significant growth this year, with a year-to-date increase of 24.29%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Haitong Development achieved a revenue of 3.009 billion yuan, representing a year-on-year growth of 16.32%. However, the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [2]. - The company has distributed a total of 266 million yuan in dividends since its A-share listing [3]. Stock Market Activity - As of November 10, Haitong Development's stock price was 11.31 yuan per share, with a market capitalization of 10.479 billion yuan. The stock experienced a trading volume of 141 million yuan and a turnover rate of 4.56% [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent instance on October 21, where it recorded a net purchase of 8.2198 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Haitong Development was 26,400, a decrease of 18.54% from the previous period. The average number of circulating shares per shareholder increased by 24.72% to 10,529 shares [2]. - Among the top ten circulating shareholders, a new entrant is E Fund Hong Kong Stock Connect Dividend Mixed A, holding 3.416 million shares, while Huatai-PB Fortune Mixed A has exited the top ten list [3]. Industry Context - Haitong Development operates within the transportation sector, specifically in shipping and port operations, and is involved in both domestic coastal and international bulk cargo transportation [1][2]. - The company is associated with several concept sectors, including ocean transportation, Pingtan Experimental Zone, Fujian Free Trade Zone, Belt and Road Initiative, and Unified Big Market [2].

Group 1 - The investment summit held by Huatai Securities emphasized a strong outlook for the revaluation of Chinese assets, particularly favoring the "old economy" sectors [2] - The China Securities Index Company announced the launch of two new indices focused on innovative drugs and medical devices, enhancing investment options in these sectors [3] - The National Healthcare Security Administration is set to release the first version of the commercial insurance innovative drug directory, aiming to support the development of innovative pharmaceuticals [3] Group 2 - Hong Kong ranked fourth globally in the 2025 World Digital Competitiveness Ranking, showing significant improvements in technology and knowledge factors [4][5] - The China Securities Regulatory Commission announced the initiation of reforms for the ChiNext board to better serve the "14th Five-Year Plan" for technological innovation [4] Group 3 - The A-share market has shown strong performance, leading to a significant increase in the number of active equity fund managers, surpassing 100 for the first time [10] - The issuance of new funds has surged, with notable demand for equity funds, as evidenced by the rapid fundraising of two "daylight funds" [8][9] Group 4 - Berkshire Hathaway reported a 34% year-on-year increase in operating profit for Q3, driven by a substantial rise in insurance underwriting profits [11] - The alternative investment management sector is increasingly recognizing the importance of the Chinese market, highlighting its vast scale and innovative potential [13] Group 5 - The MSCI announced adjustments to its important indices, with changes set to take effect on November 24, 2025 [14] - The financial regulatory authority has delegated certain administrative licensing and reporting matters to local financial regulatory branches to enhance efficiency [16] Group 6 - A notable shift in private equity fund allocations was observed, with significant adjustments in holdings among well-known private equity firms following the release of Q3 financial reports [21][22] - The market is currently experiencing a "slow bull" phase, with a focus on sectors like AI, robotics, and high-end manufacturing, despite volatility in the broader market [22]