Core Viewpoints - The shipping industry is experiencing high volatility in crude oil freight rates while container shipping rates on long-distance routes are declining [3] - The first hybrid tilt-rotor unmanned aerial vehicle (eVTOL) model has been accepted for application by the Southwest Civil Aviation Administration, and a collaboration between Saudi Arabia and Ehang is set to launch autonomous flying vehicles and air taxi services [3] - China's first national standard for logistics enterprise digitization has been officially released, and the "parallel port" logistics model has achieved a throughput of over 76,000 tons in its first year of operation [3] Shipping Industry - As of September 25, the China Import Crude Oil Comprehensive Index (CTFI) was reported at 1908.03 points, a decrease of 3.4% from September 18 [3] - The VLCC market in the Middle East is seeing a slowdown in cargo availability, while the Atlantic and Gulf routes remain relatively calm [3] - The shipping rates from Shanghai to Europe and the U.S. have decreased, with rates to Europe at $971/TEU (down 7.7%) and to the U.S. West and East coasts at $1460/FEU (down 10.8%) and $2385/FEU (down 6.7%) respectively [3] Aviation Industry - The first hybrid tilt-rotor eVTOL model application has been accepted, marking a significant milestone in China's aviation sector [3] - Saudi Arabia's Front End and Cluster2Airports are collaborating with Ehang to introduce autonomous flying vehicles and air taxi services [3] Logistics and New Transportation Models - The national standard for logistics enterprise digitization was released on September 26, focusing on general requirements [3] - The "parallel port" logistics model has been operational for one year, achieving a throughput of 76.61 million tons and 37,000 standard containers [3] Investment Recommendations - Companies in the equipment and manufacturing export chain are recommended for attention, including COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [6] - Opportunities related to the construction of hydropower stations in the Yarlung Tsangpo River downstream are highlighted, with a focus on Sichuan Chengyu, Chongqing Port, and Fulmin Transportation [6] - The low-altitude economy and highway-railway sectors are also suggested for investment, with specific companies recommended for consideration [7]

证券日报网讯渤海轮渡（603167）9月26日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司的股东户数为23922户。 ...

证券代码：603167 证券简称：渤海轮渡 公告编号：2025-026 渤海轮渡集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 10 月 14 日(星期二) 16:00-17:00 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 29 日(星期一) 至 10 月 13 日(星期一)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zqb@bhferry.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 渤海轮渡集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况，公司计划于 2025 年 10 月 14 日 16:00-17:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说 ...

Group 1 - The company announced a cash dividend of 0.40 yuan per share (including tax) for the first half of 2025 [1] - The record date for the dividend is set for September 24, 2025 [1] - The ex-dividend date and the date of cash dividend distribution are both scheduled for September 25, 2025 [1]

证券代码：603167 证券简称：渤海轮渡 公告编号：2025-025 渤海轮渡集团股份有限公司 2025年半年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0.40元（含税） 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 （三）分配方案： 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 | 2025/9/24 | － | 2025/9/25 | 2025/9/25 | 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 渤海轮渡集团股份有限公司（以下简称"公司"或"本公司"）2025 年 6 月 12 日的2024年年度股东大会审议通过了《关于 2025 年中期现金分红的议案》，同 意授权公司董事会全权办理 2025 年中期现金分红相关事宜。本次利润分配方案经 公司 2025 年 8 月 25 ...

Core Insights - Bohai Ferry (603167) experienced a net financing purchase of 3.81 million yuan on September 15, 2025, with a total financing balance of 145 million yuan, indicating strong market interest in the stock [1][4]. Financing Activity - On September 15, 2025, the financing buy amounted to 6.67 million yuan, while financing repayment was 2.86 million yuan, resulting in a net financing purchase of 3.81 million yuan [1]. - Over the past three trading days, the cumulative net financing purchase reached 13.73 million yuan, with 13 out of the last 20 trading days showing net financing purchases [1]. - The financing balance increased by 2.78% from the previous day, reflecting a positive market sentiment [4]. Margin Trading Activity - On the same day, there was a short selling of 11,500 shares, with no shares being repaid, resulting in a net short selling of 11,500 shares [2]. - The margin trading balance was recorded at 267,000 yuan, with a total of 26,700 shares available for short selling [3]. - In the last three trading days, a cumulative net short selling of 20,000 shares was observed, with 11 out of the last 20 trading days showing net short selling [2].

Core Viewpoint - Bohai Ferry experienced a decline of 0.89% on September 15, with a trading volume of 64.52 million yuan, indicating a potential shift in investor sentiment and market dynamics [1]. Financing and Trading Data - On September 15, Bohai Ferry had a financing buy-in amount of 6.67 million yuan, with a net financing purchase of 3.81 million yuan after 2.86 million yuan in repayments. The total financing and securities balance reached 14.5 million yuan, accounting for 3.09% of the circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high financing level [1]. - In terms of securities lending, there were no shares repaid on September 15, with 11,500 shares sold, amounting to 115,000 yuan. The remaining securities lending volume was 26,700 yuan, which is below the 50th percentile level over the past year, indicating a low level of securities lending [1]. Company Overview - Bohai Ferry Group Co., Ltd. is located in Yantai, Shandong Province, and was established on October 15, 1998. It was listed on September 6, 2012. The company's main business includes passenger and cargo roll-on/roll-off shipping services between Yantai and Dalian, as well as other related services [1]. - The revenue composition of Bohai Ferry is as follows: passenger roll-on/roll-off transport accounts for 87.91%, cargo roll-on/roll-off transport for 12.02%, and other services for 0.07% [1]. Shareholder and Financial Performance - As of September 10, the number of shareholders for Bohai Ferry was 23,800, an increase of 2.72% from the previous period. The average circulating shares per person decreased by 2.65% to 19,686 shares [2]. - For the first half of 2025, Bohai Ferry reported a revenue of 728 million yuan, a year-on-year decrease of 5.02%, and a net profit attributable to shareholders of 102 million yuan, down 2.95% year-on-year [2]. Dividend and Institutional Holdings - Since its A-share listing, Bohai Ferry has distributed a total of 1.934 billion yuan in dividends, with 737 million yuan distributed over the past three years [3]. - As of June 30, 2025, several new institutional shareholders entered the top ten circulating shareholders, including Invesco Great Wall CSI Dividend Low Volatility 100 ETF, holding 6.2048 million shares, and others, indicating a shift in institutional interest [3].

Group 1 - The company announced a correction to its previously disclosed 2025 semi-annual report due to misclassification of minority shareholders as related parties [1][2] - The correction affects the classification of transactions between the company’s acquisition target and its minority shareholders, which were incorrectly reported as related party transactions [1][2] - The company confirmed that the correction does not involve adjustments to financial statements and does not impact the financial condition, operating results, or cash flow of the company for the reported periods [3][4] Group 2 - The company also identified similar misclassifications in its 2024 semi-annual and annual reports, which will be corrected simultaneously [2] - The corrected reports will be disclosed on the Shanghai Stock Exchange website [4]

证券代码：603167 证券简称：渤海轮渡 公告编号：2025-024 | | | | | | | | | | | 单位:元中种:人民币← | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东或关联方 | 关联关系( | 占用时间~ | 友生 原因 | 期初金额。 | 报告期新增 | 报告期偿 | 期末余额( | 截至半年报披 | 预计偿 | 预计偿还金额ap | 1011号论 | | 名标 | | | | | 占用金额 | 还总金额 | | 露日余额( | 还方式。 | | 时间: | | 威海畅通船舶 | 其他关联 | 2014年4月 | 股权 | 92,021,026.274 | | | + 92,021,026.27+ 92,021,026.27+ | | 分红抵 | 92,021,026.274 | 授头 尔力 | | 用品有限公司(2 | 方 | | 收购。 | | | | | | 欠款。 | | 红时间 | | 合计 | 10 | 143 | 143 | 92.021.026.274 ...

2024 年半年度报告 公司代码：603167 公司简称：渤海轮渡 渤海轮渡集团股份有限公司 2024 年半年度报告 1 / 158 2024 年半年度报告 重要提示 一、本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、公司负责人吕大强、主管会计工作负责人薛锋及会计机构负责人（会计主管人员）王光辉 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司第六届董事会第十二次会议审议通过了《关于2024年半年度利润分配方案的议案》。2024 年半年度利润分配方案为：以公司2024年半年度利润分配方案实施时股权登记日的总股本为基数 ，向全体股东按每10股派发现金红利人民币2.7元（含税）。该利润分配方案已经公司2023年年度 股东大会批准并授权董事会实施。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承 ...