Core Viewpoint - The company, Haitong Development, experienced a decline in stock price by 2.75% on February 4, with a trading volume of 352 million yuan and a market capitalization of 13.13 billion yuan [1]. Company Overview - Haitong Development is located at 23 Changting Street, Fuzhou, Fujian Province, and primarily engages in domestic coastal and international ocean dry bulk transportation [2][3]. - The company has established itself as a leading private enterprise in the dry bulk shipping sector in China, focusing on coal transportation and expanding into iron ore and other dry bulk goods [3][4]. - As of the 2023 semi-annual report, the company reported that 65.04% of its revenue comes from overseas, benefiting from the depreciation of the Chinese yuan [4]. 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%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. - The company has distributed a total of 313 million yuan in dividends since its A-share listing [9]. Market Activity - The stock has seen a net outflow of 23.6942 million yuan from major investors, with a ranking of 33 out of 35 in its industry, indicating a reduction in major investor holdings over the past three days [5][6]. - The average trading cost of the stock is 13.64 yuan, with the current price fluctuating between resistance at 15.70 yuan and support at 12.87 yuan, suggesting potential for range trading [7].

Core Viewpoint - The company, Haitong Development, is a leading player in the domestic private dry bulk shipping sector, benefiting from the depreciation of the Renminbi and its strategic positioning in the Fujian Free Trade Zone [2][4]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and was established on March 19, 2009, with its listing date on March 29, 2023 [8]. - The company primarily engages in domestic coastal and international ocean dry bulk transportation, with shipping revenue accounting for 90.84% of its total income [8]. - As of September 30, 2025, the company reported a revenue of 3.009 billion yuan, representing a year-on-year growth of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. Business Operations - Haitong Development has developed into a leading private shipping enterprise in the dry bulk sector, particularly in coal transportation, where it has become the largest private shipping company in the Bohai Sea to Yangtze River route [3][4]. - The company is actively expanding its transportation services to include iron ore, slag, and other dry bulk goods [3]. Financial Performance - The company reported that overseas revenue accounted for 65.04% of its total revenue, benefiting from the depreciation of the Renminbi [4]. - Since its A-share listing, Haitong Development has distributed a total of 313 million yuan in dividends [9]. Market Activity - On February 3, the company's stock rose by 0.21%, with a trading volume of 332 million yuan and a turnover rate of 8.16%, leading to a total market capitalization of 13.501 billion yuan [1].

Group 1: Dividend Indices - The Low Volatility Dividend Index (H30269.CSI) includes 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, high dividend yields, and low volatility, with a dividend yield of 4.57% as of February 2 [1] - The Quality Dividend Index (931468.CSI) consists of 50 securities that continuously pay cash dividends, have high payout ratios, and exhibit high profitability, with a dividend yield of 2.95% as of February 2 [1] Group 2: Company Dividend Announcements - Lanzhou Bank announced a cash dividend of RMB 0.50 per 10 shares (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [2] - CITIC Securities declared a cash dividend of RMB 0.29 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [2] - Zhongcheng Consulting will distribute a cash dividend of RMB 4.00 per 10 shares (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [2] - Victory Shares announced a cash dividend of RMB 0.15 per 10 shares (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [2] - Three Gorges Water Conservancy declared a cash dividend of RMB 0.05 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Anhui Construction announced a cash dividend of RMB 0.10 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Haitong Development declared a cash dividend of RMB 0.05 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Rongsheng Environmental Protection announced a cash dividend of RMB 3.80 per 10 shares (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [4] - Zhizheng Co. declared a cash dividend of RMB 0.01 per share (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [4] - Jianfa Co. announced a cash dividend of RMB 0.20 per share (tax included), with a record date of February 10, 2026, and an ex-dividend date of February 11, 2026 [4] - AVIC Shenyang Aircraft announced a cash dividend of RMB 0.14 per share (tax included), with a record date of February 10, 2026, and an ex-dividend date of February 11, 2026 [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603162 证券简称：海通发展 公告编号：2026-013 福建海通发展股份有限公司 2025年前三季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。 重要内容提示： ● 每股分配比例 A股每股现金红利0.05元 ● 相关日期 ● 差异化分红送转： 否 ● 福建海通发展股份有限公司（以下简称"公司"）于2026年1月7日召开第四届董事会第三十四次会议， 审议通过《关于2025年前三季度利润分配预案的议案》，公司拟向全体股东每10股派发现金红利0.50元 （含税）。截至2026年1月6日，公司总股本928,231,808股，以扣除不参与利润分配的拟回购注销的限制 性股票346,000股后的927,885,808股为基数计算，合计拟派发现金红利46,394,290.40元（含税）。具体内 容详见公司2026年1月8日在上海证券交易所网站（www.sse.com.cn）披露的《福建海通发展股份有限公 司关于2025年前三季度利润分配预案的公告》。截至本公 ...

证券日报网讯 2月2日，海通发展发布2025年前三季度权益分派实施公告称，公司2025年前三季度利润 分配方案为A股每股现金红利0.05元（含税），股权登记日2026年2月6日，除权除息日及红利发放日均 为2月9日。 （文章来源：证券日报） ...

格隆汇2月2日丨海通发展(603162.SH)公布2025年前三季度权益分派实施公告,本次利润分配以方案实施 前的公司总股本927,897,808股为基数，每股派发现金红利0.05元(含税)，共计派发现金红利 46,394,890.40元。 本次权益分派股权登记日为：2026年2月6日，除权除息日为：2026年2月9日。 ...

证券代码：603162 证券简称：海通发展 公告编号：2026-013 福建海通发展股份有限公司 2025年前三季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。 重要内容提示： 每股分配比例 A 股每股现金红利0.05元 相关日期 | 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 | 2026/2/6 | － | 2026/2/9 | 2026/2/9 | 差异化分红送转： 否 福建海通发展股份有限公司（以下简称"公司"）于 2026 年 1 月 7 日召开第四 届董事会第三十四次会议，审议通过《关于 2025 年前三季度利润分配预案的议案》， 公司拟向全体股东每 10 股派发现金红利 0.50 元（含税）。截至 2026 年 1 月 6 日， 公司总股本 928,231,808 股，以扣除不参与利润分配的拟回购注销的限制性股票 346,000 股后的 927,885,8 ...

来源：新浪证券-红岸工作室 2月2日，海通发展跌5.47%，成交额6.19亿元，换手率14.79%，总市值134.73亿元。 异动分析 福建自贸区+海峡两岸+航运概念+统一大市场+人民币贬值受益 1、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 2、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 今日主力净流入-5681.77万，占比0.09%，行业排名32/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-9.93亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-5681.77万5939.93万6876.68万5940.62万4716.42万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.09亿，占总成交额的9.54%。 技术面：筹 ...

Investment Rating - The report maintains a "Buy" recommendation for the shipping industry, highlighting the upward potential in both oil and dry bulk markets [7]. Core Insights - Geopolitical tensions, particularly between the US and Iran, have led to an increase in VLCC freight rates, with the Clarksons VLCC-TCE index rising to $116,000, a week-on-week increase of 17% [10][11]. - The BDI index has shown resilience during the off-season, closing at 2148 points, up 21.9% week-on-week, with significant increases in various vessel types [23][24]. Summary by Sections Oil Shipping - The ongoing tensions in the Middle East have resulted in a significant rise in VLCC freight rates, particularly on the Middle East to China route, which saw a 27% increase to $127,000 per day [10][11]. - The market fundamentals are weakening, with a slowdown in cargo availability and a lack of new cargo in the US Gulf market, leading to a decline in overall market activity [10][11]. Dry Bulk Shipping - The BDI index has shown a remarkable performance during the off-season, with a year-on-year increase of 89% in January, averaging 1759 points [24]. - The strong performance of the BCI index, which increased by 121% year-on-year, is attributed to supply constraints and steady demand from Brazil and West Africa [24]. Investment Recommendations - The report emphasizes the potential for upward trends in both oil and dry bulk markets, recommending companies such as China Merchants Energy Shipping and COSCO Shipping Energy [27]. - For dry bulk, the report suggests companies like Haitong Development and Pacific Shipping, citing favorable supply and demand dynamics [28]. Industry Data Tracking - Recent data shows a year-on-year increase of 8.3% in domestic air passenger volume, with average ticket prices rising by 4.3% [29]. - The SCFI index has decreased by 10% week-on-week, indicating a decline in container shipping rates [50].

Investment Rating - The report maintains a "Recommended" rating for the transportation industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - Geopolitical factors are driving up VLCC freight rates, with the Clarksons VLCC-TCE index rising to $116,000 per day, a week-on-week increase of 17%. The Middle East to China route is reported at $127,000 per day, up 27% week-on-week [1][10]. - The BDI index is showing resilience during the off-season, closing at 2148 points, a week-on-week increase of 21.9%. The average BDI for January is reported at 1759 points, a year-on-year increase of 89% [2][23][24]. Summary by Sections Oil Transportation - The ongoing tensions between the US and Iran have led to an increase in VLCC freight rates, with the market showing signs of weakness as the supply of cargo from the Middle East is tapering off [1][10]. - The Brent crude oil futures price has risen to $69.83 per barrel, a 9.6% increase since January 22, driven by concerns over potential disruptions in Middle Eastern oil supply [2][11]. Dry Bulk Transportation - The BDI index has shown strong performance despite seasonal trends, with significant increases in various sub-indices: BCI up 35.8%, BPI up 8.1%, BSI up 4.0%, and BHSI up 3.0% week-on-week [2][23]. - The report highlights that the supply side is constrained due to recent storms affecting shipping schedules, while demand remains robust due to favorable weather conditions for iron ore exports from Brazil [3][24]. Investment Recommendations - The report suggests a positive outlook for both oil and dry bulk markets, recommending companies such as China Merchants Energy and COSCO Shipping for oil transportation, and Haitong Development and Pacific Shipping for dry bulk [7][28]. - The report emphasizes the importance of performance elasticity and dividend value in the transportation sector, particularly in aviation and shipping [7][62].