Core Viewpoint - The completion of the comprehensive technical upgrade and modification of the "Green An Tong" vessel marks a significant breakthrough in providing safe and efficient cross-sea transportation services for new energy vehicle users in the Bohai Bay area [1] Group 1 - The "Green An Tong" vessel has been put into operation on the Yantai to Dalian route, conducting two round trips daily [1] - This initiative addresses the transportation challenges faced by new energy vehicles in crossing the sea [1]

为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参会和 投票，公司拟使用上证所信息网络有限公司（以下简称上证信息）提供的股东大会 提醒服务，委托上证信息通过发送智能短信等形式，根据股权登记日的股东名册主 动提醒股东参会投票，向每一位投资者主动推送股东大会参会邀请、议案情况等信 息。投资者在收到智能短信后，可根据《上市公司股东会网络投票一键通服务用户 使用手册》（下载链接：https://vote.sseinfo.com/i/yjt_help.pdf）的提示步骤 直接投票，如遇拥堵等情况，仍可通过原有的交易系统投票平台和互联网投票平台 进行投票。 若广大投资者对本次服务有任何意见或建议，可通过邮件、投资者热线等方式 向公司反馈，感谢广大投资者对公司的关注与支持！ 特此公告。 证券代码：603167 证券简称：渤海轮渡 公告编号：2025-014 渤海轮渡集团股份有限公司 关于股东大会开设网络投票提示服务的公告 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。 渤海轮渡集团股份有限公司（以下简称"公司"）于 2025 ...

Core Viewpoint - The company reported a stable operational performance in 2024 despite facing various challenges, with a slight decrease in revenue but an increase in net profit, indicating effective cost management and strategic resilience [1][13][19]. Group 1: Company Operational Performance - The total revenue for 2024 was 1.82 billion yuan, a decrease of 1.12% compared to the previous year [13]. - The total profit reached 440 million yuan, representing a year-on-year growth of 8% [1][13]. - The net profit attributable to shareholders was 274 million yuan, an increase of 9.54% year-on-year [1][13]. Group 2: Board of Directors' Activities - The Board of Directors held 8 meetings in 2024, reviewing 40 proposals [1][3]. - The Board emphasized the importance of corporate governance and compliance with regulations to ensure sustainable development [1][3]. Group 3: Financial Indicators - The company's total assets at the end of 2024 were approximately 4.46 billion yuan, a slight decrease of 0.22% from the previous year [14][18]. - The asset-liability ratio increased to 14.85%, up from 11.60% at the end of the previous year, indicating a rise in financial leverage [14][18]. - Earnings per share rose to 0.58 yuan, a 9.43% increase from the previous year [14][18]. Group 4: Investor Relations and Governance - The company maintained active communication with investors through various channels, ensuring transparency and engagement [4][6]. - The Board plans to enhance investor relations management and protect the rights of minority shareholders [4][6]. Group 5: Future Outlook - The company anticipates challenges in the market but remains optimistic about leveraging opportunities for growth in 2025, focusing on strategic initiatives and operational efficiency [19][20].

证券代码：603167 证券简称：渤海轮渡 渤海轮渡集团股份有限公司 2024 年年度股东大会会议材料 2025 年 6 月 12 日 1 渤海轮渡 2024 年年度股东大会会议材料 渤海轮渡集团股份有限公司 2024 年年度股东大会议程 现场会议时间：2025 年 6 月 12 日 14:30 网络投票时间：采用上海证券交易所网络投票系统，通 过交易系统投票平台的投票时间为股东大会召开当日的交 易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互 联 网 投 票 平 台 的 投 票 时 间 为 股 东 大 会 召 开 当 日 的 9:15-15:00。 会议地点：渤海轮渡集团股份有限公司一楼会议室 会议主持人：吕大强董事长 会议参加人员：公司股东及股东代表、董事、监事、高 级管理人员、见证律师 | 序号 | 会 | | 议 | 内 | 容 | | --- | --- | --- | --- | --- | --- | | 一 | | 主持人宣布会议开始并报告会议出席情况 | | | | | 二 | | 推选现场投票监票人、计票人 | | | | | 三 | 会议审议事项 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Insights - Maersk reported a 70.4% year-on-year increase in EBITDA for Q1 2025, with total revenue reaching $13.32 billion, a 7.8% increase [3][14] - Hainan Airlines transported over 617,000 passengers during the "May Day" holiday, setting a record for Beijing Daxing Airport [3][16] - SF Express saw an 87% year-on-year increase in business volume during the "May Day" holiday, with the e-commerce logistics index rising to 111.1 points in April [3][23] Summary by Sections 1. Industry Hot Events - Maersk's Q1 2025 report shows EBITDA growth of 70.4%, with net profit increasing by 480.3% to $1.21 billion [3][14] - Hainan Airlines executed approximately 3,883 flights and transported over 617,000 passengers during the "May Day" holiday, marking a 9% increase year-on-year [3][16] - SF Express reported an 87% increase in business volume during the holiday, with significant growth in various categories [3][23] 2. High-Frequency Data Tracking - Air freight prices remained stable from early to mid-April 2025, with a slight decline in some indices [4][27] - Domestic cargo flight volumes decreased by 1.67% year-on-year in April 2025, while international flights increased by 25.08% [4][36] - The SCFI index for container shipping reported a 0.32% week-on-week increase, but a 41.66% year-on-year decrease [4][40] 3. Investment Recommendations - The report suggests focusing on the industrial goods export chain, recommending companies like COSCO Shipping, China Merchants Energy, and Huamao Logistics [5] - It highlights investment opportunities in low-altitude economy trends and the cruise and ferry sectors [5] - Recommendations for the express delivery sector include SF Holdings, Jitu Express, and Yunda Express, with a focus on the aviation industry as well [5]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，渤海轮渡集团股份有限公司（以下简称"公 司"）将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联合举办 的"2025 年山东辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如 下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP, 参与本次互动交流。活动时间为 2025 年 5 月 15 日（周四）15:00-16:30。届时公司 高管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、融资计划、股 权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资 者踊跃参与。 证券代码：603167 证券简称：渤海轮渡 公告编号：2025-013 渤海轮渡集团股份有限公司 关于参加 2025 年山东辖区上市公司投资者 网上集体接待日活动的公告 特此公告。 2025 年 5 月 14 日 渤海轮渡集团股份有限公司董事会 ...

Core Insights - The behavior of margin traders has attracted significant market attention, with investors hoping to capture investment opportunities from their activities [1] Group 1: Margin Trading Data - On May 8, a total of 3,663 stocks received margin buying funds, with the top three stocks being Xinyi Technology (¥1.425 billion), Zhongji Xuchuang (¥1.053 billion), and Shenghong Technology (¥807 million) [1] - The table lists stocks with the highest margin buying amounts, including Tiancheng Technology (¥15.75 million), Xingqiu Graphite (¥8.83 million), and Lianyu Co. (¥15.27 million), showing their respective transaction amounts and margin buying ratios [1] - Margin buying accounted for significant percentages of total transaction amounts for various stocks, with Tiancheng Technology at 28.65%, Xingqiu Graphite at 28.51%, and Lianyu Co. at 28.15% [1] Group 2: Stock Performance - The price changes of stocks with high margin buying varied, with some stocks experiencing gains, such as Tiancheng Technology (1.47%) and Xingqiu Graphite (2.39%), while others like Fuliwang saw a decline (-3.29%) [1][2] - The data indicates that margin buying can correlate with stock performance, as seen in the fluctuations of the stocks listed [1][2]

Investment Rating - The report rates the transportation industry as "Outperform the Market" [1] Core Insights - COSCO Shipping Specialised Carriers reported a revenue of 5.196 billion yuan in Q1 2025, a year-on-year increase of 51.47%, with a net profit of 345 million yuan, up 1.56% [2][12] - HNA Holding achieved a revenue of 65.236 billion yuan in 2024, reflecting an 11.25% increase, while Guangzhou Baiyun Airport's net profit doubled [2][14] - YTO Express reported a business volume growth of 25.32% in 2024, with a total logistics value of 91 trillion yuan in Q1 2025, marking a 5.7% year-on-year increase [2][18] Summary by Sections 1. Industry Hot Events - COSCO Shipping Specialised Carriers maintained steady growth despite global shipping market volatility, with a Q1 revenue of 5.196 billion yuan, a 51.47% increase year-on-year [12] - HNA Holding's 2024 revenue reached 65.236 billion yuan, an 11.25% increase, while Guangzhou Baiyun Airport's net profit surged by 109.51% [14][16] - YTO Express's business volume grew by 25.32% in 2024, with a logistics total of 91 trillion yuan in Q1 2025, up 5.7% year-on-year [18][19] 2. Industry High-Frequency Data Tracking - In April 2025, domestic air cargo flights decreased by 1.67% year-on-year, while international flights increased by 25.08% [33] - The SCFI index for container shipping reported a decrease of 1.66% week-on-week, while the PDCI index for domestic shipping increased by 0.67% [40] - In March 2025, express delivery volume rose by 20.30% year-on-year, with total revenue reaching 124.6 billion yuan [51] 3. Company Performance - COSCO Shipping Specialised Carriers added 13 new vessels in Q1 2025, increasing total capacity to 691.5 thousand deadweight tons, a 12.53% increase from the end of 2024 [13] - HNA Holding's passenger transport volume exceeded 68 million in 2024, a 14.36% increase, with international passenger transport volume growing by 132.68% [15] - YTO Express's capital expenditure exceeded 6.7 billion yuan in 2024, focusing on automation upgrades and expanding its logistics network [19]

Financial Performance - The company's operating revenue for Q1 2025 was CNY 314,519,710.80, a decrease of 9.34% compared to CNY 346,916,232.68 in the same period last year[4]. - The net profit attributable to shareholders was CNY 61,967,524.93, down 7.11% from CNY 66,709,694.73 year-on-year[4]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY -5,032,817.66, a significant decline of 178.62% compared to CNY 6,401,712.16 in the previous year[4]. - The basic earnings per share for the period was CNY 0.13, down 7.14% from CNY 0.14 in the same period last year[4]. - The weighted average return on equity was 1.70%, a decrease of 0.04 percentage points compared to 1.74% in the previous year[4]. - Total operating revenue for Q1 2025 was ¥314,519,710.80, a decrease of 9.3% compared to ¥346,916,232.68 in Q1 2024[18]. - Net profit for Q1 2025 was ¥73,717,720.99, a decline of 7.9% from ¥79,135,136.49 in Q1 2024[19]. - Operating profit for Q1 2025 was ¥98,527,791.87, compared to ¥107,560,923.05 in Q1 2024, reflecting a decrease of 8.4%[18]. - The company’s total profit for Q1 2025 was ¥101,769,308.79, down 7.8% from ¥109,450,700.46 in Q1 2024[19]. Cash Flow and Assets - The net cash flow from operating activities increased dramatically to CNY 177,688,015.21, a rise of 1,006.50% from CNY 16,058,512.86 in the same period last year[4]. - Cash flow from operating activities for Q1 2025 was ¥177,688,015.21, significantly up from ¥16,058,512.86 in Q1 2024[22]. - Cash and cash equivalents increased to CNY 219,497,626.79 from CNY 200,073,922.53, representing an increase of approximately 9.2%[13]. - Cash and cash equivalents at the end of Q1 2025 totaled ¥218,447,626.79, down from ¥337,124,929.24 at the end of Q1 2024[23]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 4,340,455,375.65, a decrease of 2.78% from CNY 4,464,345,129.00 at the end of the previous year[5]. - The company's current assets totaled CNY 675,283,691.48, down from CNY 759,539,802.83, indicating a decrease of about 11.1%[13]. - Accounts receivable significantly decreased to CNY 38,165,366.44 from CNY 166,832,668.35, a decline of about 77%[13]. - Total liabilities decreased to CNY 462,920,418.09 from CNY 663,077,197.23, a reduction of approximately 30.2%[15]. - The company’s total non-current assets were CNY 3,665,171,684.17, slightly down from CNY 3,704,805,326.17, a decrease of about 1.1%[14]. - The company reported a significant reduction in short-term borrowings, decreasing from CNY 190,000,000.00 to CNY 140,000,000.00, a decline of approximately 26.3%[14]. - The company’s total liabilities to equity ratio improved, indicating a stronger financial position compared to the previous period[15]. Shareholder Information - The equity attributable to shareholders increased by 1.80% to CNY 3,670,918,823.14 from CNY 3,606,126,649.93 at the end of the previous year[5]. - The total number of ordinary shareholders at the end of the reporting period was 25,986[9]. - The company received government subsidies amounting to CNY 94,004,476.01, which positively impacted the financial results[6].

Group 1 - The core viewpoint of the article indicates that Bohai Ferry (603167) reported a revenue of 315 million yuan in the first quarter of 2025, representing a year-on-year decline of 9.34% [1] - The net profit for the same period was 61.97 million yuan, which reflects a year-on-year decrease of 7.11% [1]