证券代码：603167 证券简称：渤海轮渡 公告编号：2026-004 渤海轮渡集团股份有限公司 关于获得财政补贴事项的公告 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法律责任。 一、获得补助的基本情况 渤海轮渡集团股份有限公司（以下简称"公司"）于 2026 年 3 月 27 日收到烟台 市财政局《关于下达农村客运补贴和城市交通发展奖励资金预算指标的通知》，公司 获得农村岛际水路客运补贴 6,975.50 万元。 二、补助的类型及其对上市公司的影响 根据《企业会计准则第 16 号——政府补助》的相关规定，上述政府补助与收益 相关，公司于收到补助文件时计入当期损益，具体的会计处理以及对公司损益的影 响须以审计机构年度审计确认后的结果为准。敬请投资者注意投资风险。 特此公告。 渤海轮渡集团股份有限公司董事会 2026 年 3 月 28 日 ...

Core Viewpoint - The article discusses the recent developments in the shipping industry, particularly focusing on the VLCC (Very Large Crude Carrier) transportation index and its fluctuations due to geopolitical tensions in the Middle East [1]. Shipping Sector Summary - The VLCC transportation index for West Africa to Ningbo, China, has increased by 3.23% to 150.09 WS, despite a monthly decrease of 6.52%, indicating a significant annual increase of 24.85% [5]. - Key players in the core oil transportation sector include COSCO Shipping Energy and China Merchants Energy Shipping [5]. - The article highlights various shipping segments, including: - **Product Tankers and MR Fleet**: China Merchants Jinling Shipyard [5]. - **Container Shipping**: Major companies include COSCO Shipping Holdings, COSCO Shipping Development, and Jinjing Shipping [5]. - **Dry Bulk Shipping**: Notable firms are China National Offshore Oil Corporation and Haitong Development [5]. - **Special/Chemical/Roll-on Roll-off Shipping**: Key players include COSCO Shipping Special, Xingtong Co., and Shenghang Co. [5]. Port Operations Summary - The article outlines significant port operations in various regions: - **Yangtze River Delta Hub**: Includes Nanjing Port, Lianyungang, Shanghai Port Group, and Ningbo Port [5]. - **Bohai Rim Hub**: Notable ports are Tangshan Port, Tianjin Port, and Qinhuangdao Port [5]. - **Southwest Hub**: Key ports include Guangzhou Port and Zhuhai Port [5]. - **Yangtze River Inland Ports**: Chongqing Port is highlighted [5]. Shipping Equipment and Logistics Summary - The core equipment manufacturing sector features companies like CIMC (China International Marine Containers), East China Heavy Machinery, Weichai Heavy Machinery, and Hangzhou Advance Gearbox Group [5]. - The energy and special equipment sector includes firms like Furui Special Equipment and Xizhuang Co. [5].

证券代码：603167 证券简称：渤海轮渡 公告编号：2026-003 表决情况：同意8票，反对0票，弃权0票。 特此公告。 渤海轮渡集团股份有限公司董事会 2026 年 3 月 10 日 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。 渤海轮渡集团股份有限公司（以下简称"公司"）第六届董事会第二十二次会议 于2026年3月9日上午9时在公司会议室以现场结合通讯表决方式召开。本次会议通知 已于2026年3月5日以书面和电子邮件方式发出。会议由吕大强董事长主持，会议应 到董事8名，实到董事8名，其中独立董事3名，公司高级管理人员列席了会议。会议 的召开符合《公司法》和《公司章程》的有关规定，会议决议合法有效。 本次会议审议通过了《关于拟第二次挂牌处置"中华泰山"邮轮的议案》。 董事会同意授权经理层负责公司全资子公司渤海邮轮有限公司所属的"中华泰 山"邮轮处置的相关事宜。"中华泰山"邮轮在大连产权交易所挂牌交易，挂牌交易 价格为 2300 万美元。如交易通过经纪人促成，按不超过交易价格的 1.5%支付经纪 人佣金，由渤海邮轮有限公 ...

证券代码：603167 证券简称：渤海轮渡 公告编号：2026-002 住 所：辽宁省大连市甘井子区大连湾街 8—160 号 经营范围：许可项目：水路普通货物运输。（依法须经批准的项目，经相关部 门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 一般项目：国内货物运输代理；国际货物运输代理；航空国际货物运输代理；海上 渤海轮渡集团股份有限公司 关于全资子公司完成注册登记的公告 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法律责任。 2025 年 4 月 1 日，渤海轮渡集团股份有限公司（以下简称"公司"）召开第六 届董事会第十五次会议，审议通过了《关于成立大连海峡航运有限公司的议案》，同 意公司在大连设立全资子公司,名称暂定为"大连海峡航运有限公司"，注册资本 20000 万元，开展渤海湾新能源汽车滚装运输业务，解决渤海湾新能源汽车过海难 题，取得市场主动,不断培育公司发展新的增长点。 近日，公司全资子公司大连海峡航运有限公司已完成注册登记手续，并取得大 连市甘井子区市场监督管理局颁发的《营业执照》。相关信息如 ...

Core Viewpoint - Bohai Ferry's stock price decreased by 0.31% on February 25, with a trading volume of 88.90 million yuan, indicating a slight decline in market performance [1]. Financing Summary - On February 25, Bohai Ferry had a financing buy amount of 6.03 million yuan and a financing repayment of 4.39 million yuan, resulting in a net financing purchase of 1.64 million yuan [1]. - As of February 25, the total balance of margin trading for Bohai Ferry was 137 million yuan, which accounts for 2.99% of its market capitalization, indicating a high level compared to the past year [1]. - The company had a margin balance of 57,700 yuan with a short selling volume of 5,900 shares, which is below the 10th percentile level over the past year, indicating a low level of short selling activity [1]. Business Performance - For the period from January to September 2025, Bohai Ferry achieved an operating income of 1.428 billion yuan, representing a year-on-year growth of 1.07%, and a net profit attributable to shareholders of 272 million yuan, reflecting a year-on-year increase of 5.68% [2]. - The company has cumulatively distributed dividends of 2.122 billion yuan since its A-share listing, with 924 million yuan distributed over the past three years [3]. Shareholder Information - As of February 13, the number of shareholders for Bohai Ferry was 28,100, an increase of 0.45% from the previous period, while the average circulating shares per person decreased by 0.45% to 16,702 shares [2]. - Notable institutional holdings include Guangfa Multi-Factor Mixed Fund, which increased its holdings by 3.5247 million shares, and new shareholders such as Guotou Securities and E Fund Hong Kong Stock Connect Dividend Mixed Fund [3].

Group 1 - The core point of the article is that Bohai Ferry (603167) reported its number of shareholders as 28,089 as of February 13, 2026 [1]

Core Viewpoint - Bohai Ferry (603167) has gained market attention due to its defense concept and high dividend discussions, particularly following the event of its vessel "Bohai Mingzhu" crossing the Taiwan Strait, which has sparked discussions about its role in national maritime strategic deployment, although it clarified that it does not involve maritime rocket launch operations [1] Stock Performance - Over the past week, Bohai Ferry's stock price has shown a fluctuating upward trend, with a range change of 0.63%, currently priced at 9.58 yuan. Capital flow indicates a net inflow of 3.1976 million yuan on February 11 and a net inflow of 4.3 million yuan on February 13, with a turnover rate of 0.91%. The stock price volatility is driven by defense concepts and dividend expectations, but market sentiment changes should be noted [2] Financial Report Analysis - The company's Q3 2025 report shows a revenue of 1.428 billion yuan for the first three quarters, a year-on-year increase of 1.07%. The net profit attributable to shareholders is 272 million yuan, up 5.68% year-on-year, with a significant increase of 11.61% in net profit for the single third quarter at 170 million yuan. The net cash flow from operating activities is 328 million yuan, reflecting a year-on-year growth of 41.7%, indicating high profit quality. These financial figures have been frequently cited to support the high dividend logic [3] Institutional Perspectives - In the industry context, Guohai Securities' report on February 13 maintains a "recommended" rating for the shipping and port sector, noting a year-on-year increase of 135.95% in the Baltic Dry Index and a rebound in iron ore throughput, although the direct impact on individual stocks is limited. CITIC Securities' report on February 8 analyzes supply-side changes in the oil industry, primarily concerning VLCC capacity, without specifically targeting Bohai Ferry [4]

Group 1 - The company, Bohai Ferry, reported that as of January 20, 2026, the number of shareholders is 28,078 [2][3]

Core Viewpoint - Bohai Ferry (603167) reported that as of January 30, 2026, the number of its shareholders is 27,963 [1] Group 1 - The company has engaged with investors through an interactive platform [1] - The current shareholder count indicates a stable investor base [1] - The date mentioned for the shareholder count is set in the future, suggesting ongoing monitoring of shareholder dynamics [1]

Core Viewpoint - Bohai Ferry (603167) confirmed that it adheres to the provisions of the "Accounting Standard for Enterprises No. 16 - Government Grants" and will recognize government grants only when the conditions are met and the grants are receivable [1] Group 1 - The company has not received any information indicating that government grants will be canceled [1]