2月25日，渤海轮渡跌0.31%，成交额8890.44万元。两融数据显示，当日渤海轮渡获融资买入额603.00 万元，融资偿还439.20万元，融资净买入163.80万元。截至2月25日，渤海轮渡融资融券余额合计1.37亿 元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融资方面，渤海轮渡当日融资买入603.00万元。当前融资余额1.37亿元，占流通市值的2.99%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，渤海轮渡2月25日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5900.00股，融券余额5.77万元，低于近一年10%分位水平，处于低位。 分红方面，渤海轮渡A股上市后累计派现21.22亿元。近三年，累计派现9.24亿元。 机构持仓方面，截止2025年9月30日，渤海轮渡十大流通股东中，广发多因子混合（002943）位居第四 大流通股东，持股952.46万股， ...

证券日报网讯2月25日，渤海轮渡（603167）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司的股东数是28089户。 ...

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]

Group 1 - The company, Bohai Ferry (603167.SH), currently does not engage in offshore rocket launch-related business [1] - The company also stated that it does not have the conditions to expand into this business in the short term [1]

Core Viewpoint - The company, Yantai Bohai Ferry, is prepared for the upcoming 2026 Spring Festival travel season, ensuring smooth operations on key ferry routes and enhancing passenger experience through various services and facilities [1][2] Group 1: Service Enhancements - Four key ferry routes will remain operational throughout the Spring Festival, with 16 large passenger and cargo roll-on/roll-off ships ready for service [1] - New facilities at the Liao Yu Shipping Center provide a spacious and clean waiting area, allowing for a seamless boarding experience for travelers [1] - Various convenience measures have been introduced, including a "Driver's Rest Station" offering hot meals and drinks, a green channel for elderly and children, and support for traveling with pets [1] Group 2: Safety and Convenience - Dedicated parking spaces for new energy vehicles have been established to alleviate passenger concerns [2] - A VIP channel and volunteer assistance are available to provide personalized support to travelers [2] - A mechanism for recovering and sending lost items has been implemented to ensure that passengers can retrieve their belongings [2] Group 3: Overall Commitment - Yantai Bohai Ferry aims to create a safe, convenient, and warm travel experience for passengers, leveraging over 20 years of Spring Festival service experience [2] - The company emphasizes a service philosophy of anticipating passenger needs and providing timely assistance [2]

Core Insights - The shipping and port sector experienced a rise of 0.59% on January 28, with Haitong Development leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Haitong Development (603162) closed at 13.05, up 4.82% with a trading volume of 252,400 shares and a transaction value of 328 million yuan [1] - Qingdao Port (601298) closed at 9.47, up 2.82% with a trading volume of 403,500 shares and a transaction value of 381 million yuan [1] - Qin Port Co. (601326) closed at 3.63, up 2.54% with a trading volume of 472,100 shares and a transaction value of 170 million yuan [1] - Liaoning Port Co. (601880) closed at 1.69, up 2.42% with a trading volume of 1,938,200 shares and a transaction value of 326 million yuan [1] - Ningbo Shipping (600798) closed at 3.84, up 2.13% with a trading volume of 635,100 shares and a transaction value of 243 million yuan [1] Capital Flow - The shipping and port sector saw a net outflow of 476 million yuan from institutional investors, while retail investors contributed a net inflow of 88.99 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2][3] Individual Stock Capital Flow - Zhonggu Logistics (603565) experienced a net outflow of 41.62 million yuan from institutional investors, while retail investors had a net outflow of 11.08 million yuan [3] - Liaoning Port Co. (601880) saw a net inflow of 34.01 million yuan from institutional investors, indicating strong interest [3] - Haitong Development (603162) had a net inflow of 22.27 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3]

Group 1 - The core viewpoint of the article emphasizes that the company, Bohai Ferry, is focused on continuously enhancing its intrinsic value and profitability to achieve long-term stable development and build a solid foundation for shareholder returns [1]