关于完成工商变更登记并换发营业执照的公告 证券代码：603209 证券简称：兴通股份 公告编号：2026-008 兴通海运股份有限公司 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。 兴通海运股份有限公司（以下简称"公司"）于 2025 年 12 月 26 日召开第 二届董事会第三十二次会议，2026 年 1 月 12 日召开 2026 年第一次临时股东会， 审议通过《兴通海运股份有限公司关于修订<公司章程>和相关制度暨办理工商 变更登记的议案》，同意对《兴通海运股份有限公司章程》（以下简称"《公司 章程》"）相应条款进行修改，股东会授权公司董事会及董事会委派专人办理工 商登记、章程备案等事宜。具体内容详见公司于 2025 年 12 月 27 日、2026 年 1 月 13 日在指定信息披露媒体及上海证券交易所网站（http://www.sse.com.cn）披 露的《兴通海运股份有限公司关于修订<公司章程>和相关制度暨办理工商变更 登记的公告》《兴通海运股份有限公司 2026 年第一次临时股东会决议公告》。 2026 年 1 ...

（文章来源：证券日报） 证券日报网讯 1月28日，兴通股份在互动平台回答投资者提问时表示，2025年沿海散装液体化学品运价 走低，是宏观经济环境、行业产能结构调整等多重因素综合作用的结果，系行业供需变化、市场竞争等 共同影响所致。公司现阶段扩充运力，核心基于两方面考量：一是行业短期景气度下行加速中小产能出 清，作为行业龙头，新增运力有助于抢占市场份额、巩固龙头地位，同时提升客户服务能力与核心竞争 力；二是紧抓全球化学品船队老龄化、绿色低碳智能船舶转型及国内化工品出海的行业机遇，布局绿色 高端船舶发展全球化学品海运业务，打造长期竞争优势。2025年三季度以来，随着国家逆周期调节政策 落地、炼化行业景气度逐步上行。上游化工品价格上涨通常会带动行业景气度提升，进而增加运输需 求，对公司运价回升具有积极的传导作用。 ...

证券日报网讯 1月23日，兴通股份发布公告称，2026年1月23日，公司与中国进出口银行福建省分行 （简称"福建口行"）签订了保证合同，就公司全资子公司兴通海马航运有限公司向福建口行申请的人民 币21，500.00万元整（贰亿壹仟伍佰万元整）固定资产借款提供连带责任担保。 （编辑 任世碧） ...

证券代码：603209 证券简称：兴通股份 公告编号：2026-007 兴通海运股份有限公司 关于为全资子公司提供担保的公告 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： （一） 担保的基本情况 2026 年 1 月 23 日，兴通海运股份有限公司（以下简称"公司"）与中国进 出口银行福建省分行（以下简称"福建口行"）签订了保证合同（合同编号： HETO21900001320251200000002BZ01），就公司全资子公司兴通海马航运有限 公司（以下简称"兴通海马"）向福建口行申请的人民币 21,500.00 万元整（贰 亿壹仟伍佰万元整）固定资产借款提供连带责任担保。 （二） 内部决策程序 公司于 2025 年 3 月 24 日召开了第二届董事会第二十五次会议及第二届监事 会第二十一次会议，2025 年 4 月 14 日召开了 2024 年年度股东大会，审议通过 了《兴通海运股份有限公司关于 2025 年度公司及所属子公司申请综合授信及提 供担保的议案》，同意公司为子公司向银行、融资租赁等机构新增综合授 ...

每经AI快讯，兴通股份1月23日晚间发布公告称，截至本公告披露日，扣除已履行到期的担保，公司及 子公司累计对外担保总额为人民币约20.37亿元，均为对子公司提供的担保，占截至2024年12月31日经 审计公司净资产的79.98%；其中，银行授信担保总额约13.17亿元（2025年至今新增授信担保总额约 4.33亿元整），占净资产的51.7%；船舶建造项目担保总额约7.2亿元，占净资产的28.28%。 （记者 张明双） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

证券日报网讯1月22日，兴通股份（603209）在互动平台回答投资者提问时表示，公司主要从事全球散 装液体危险货物的水上运输业务，外贸航线覆盖欧洲、东北亚、东南亚、中东、地中海、南美洲等地 区。未来，公司将继续以"1+2+1"战略规划为指引，持续优化国际布局，稳步推进国际船队建设，不断 提升全球运营能力与市场竞争力。 ...

Core Insights - The report highlights the potential for recovery in the domestic demand for liquid chemical transportation, driven by a rebound in the downstream refining industry, which is expected to improve in the second half of the year [6][8] - The company, Xingtong Co., is positioned as a leader in the coastal liquid chemical transportation sector, with a fleet of 40 vessels, including 34 chemical tankers, and has established a global water transportation network [6][7] - The company has maintained a strong competitive edge through superior safety management, resulting in a significant increase in its domestic market share from 5.3% in 2019 to 16.0% in 2024 [6][7] Company Overview - Xingtong Co. has a modern fleet characterized by high-end, large, young, green, and intelligent vessels, with an average age of less than 8 years for its chemical tankers [7] - The company has been gradually entering international markets while maintaining its domestic advantages, capitalizing on the aging global chemical tanker fleet [7] - The company's profitability metrics, including ROE and ROA, are above industry averages, reflecting effective service quality and cost control [7] Market Outlook - The report anticipates a gradual recovery in the domestic market's economic conditions, with supply-side growth expected to slow down due to a decrease in newly approved shipping capacity [8] - The company is projected to achieve net profits of 285 million, 351 million, and 429 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 1.02, 1.25, and 1.53 yuan [8] - The current stock price corresponds to PE ratios of 15.7, 12.7, and 10.4 for the years 2025 to 2027, indicating a favorable investment opportunity [8]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603209 | 兴通股份 | 15.57 | 2.17% | 8.18万 | | 1.27亿 | | 600026 | 中远海能 | 14.29 | 2.07% | 63.99万 | | 9.23 6 | | 002040 | 南京港 | 10.38 | 1.76% | 24.28万 | | 2.53亿 | | 601022 | 宁波远洋 | 9.54 | 1.49% | 15.71万 | | 1.49亿 | | 600428 | 中远海特 | 7.52 | 1.48% | 36.08万 | | 2.71亿 | | 600798 | 宁波海运 | 3.72 | 1.36% | 36.59万 | | 1.35亿 | | 601872 | 招商轮船 | 11.39 | 1.24% | 93.51万 | | 10.74亿 | | 601083 | 锦江航运 | 11.64 | 1.13% | 6.57万 | | 7648.30万 | | ...

Economic News - The Ministry of Commerce stated that multiple rounds of consultations have been held between China and the EU to address the EU's case against Chinese electric vehicles, agreeing to provide general guidance on price commitments for Chinese exporters [1] - The U.S. has escalated sanctions against Iran, imposing a 25% tariff on any country conducting business with Iran [1] - The National Development and Reform Commission issued guidelines to strengthen government investment fund planning, focusing on supporting emerging industries such as new information technology and new energy [1] - The Ministry of Agriculture aims to increase soybean oil production capacity and self-sufficiency, promoting higher yields in grain and oil crops [1] - The U.S. Federal Reserve chair candidates are being interviewed, with Rick Rieder from BlackRock being a notable candidate [1] - Tianjin's housing authority has mandated that new home prices cannot fluctuate more than 10% from the registered price to prevent rapid price declines [1] - The official confirmation of the J-10CE fighter jet achieving combat success, marking a significant milestone for China's export aircraft [1] - The Ministry of Health and other departments released regulations on the management of deceased patients' services, emphasizing that medical institutions should not engage in funeral services [1] - The Ministry of Industry and Information Technology plans to enhance the role of enterprises in technological innovation and implement new policies to support high-quality development of specialized small and medium-sized enterprises [1] - The State Administration for Market Regulation released 160 national standard samples to improve product quality and promote technological advancement [1] Company Insights - WuXi AppTec expects to achieve a revenue of 45.456 billion yuan in 2025, a year-on-year increase of 15.84%, with a net profit of 19.151 billion yuan, up 102.65% [4] - Zhitex New Materials' stock has seen a continuous rise, with a 198.57% increase over six trading days, leading to a temporary suspension of trading [4] - Jinlongyu plans to invest approximately 1.2 billion yuan in a new solid-state battery production line in Shenzhen [4] - Yonghui Supermarket anticipates a negative net profit for 2025, indicating a potential operational loss [4] - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology Co., with a valuation not exceeding 675 million yuan [4] Industry Analysis - The securities industry is expected to see improved performance in 2026 due to supportive policies and accelerated consolidation, despite challenges from global geopolitical events and trade issues [5][6] - The average daily trading volume has increased since early 2025, indicating improved market activity and investor engagement [6] - Regulatory support for technology growth companies has led to increased IPO and financing activities, benefiting brokerage revenues [7] - The stability and sustainability of proprietary investments are crucial for brokerage performance, with a focus on balancing high returns and risk management [8] - The securities industry is likely to experience further consolidation, with notable mergers already occurring among major firms [10]

Investment Rating - The report maintains an "Overweight" rating for the transportation industry, indicating a positive outlook for the sector's performance relative to the overall market [12]. Core Insights - The shipping market is expected to see significant growth in Q4 2025, driven by strong VLCC freight rates and structural changes in trade dynamics, including new refinery capacities and geopolitical shifts [4]. - The aviation sector is projected to enter a golden era, with passenger transport expected to reach 770 million in 2025, marking a 5.5% increase from 2024 and a 16.7% increase from 2019 [4]. - The report highlights a shift in the shipping industry from supply-driven to demand-driven dynamics, particularly in shipbuilding, as older vessels are replaced [4]. - The logistics and freight forwarding sectors are facing challenges due to trade tensions, impacting profit margins and demand [4]. Summary by Sections Shipping - Q4 2025 VLCC freight rates are expected to average around $95,500 per day, with a projected demand increase of 1.7% from new refinery capacities and a 2.1% increase from compliance changes in Venezuelan oil [4]. - The dry bulk market is also showing strong performance, with Cape-sized vessel rates expected to rise by 20% to $27,600 per day [4]. - The report estimates that COSCO Shipping Energy's Q4 earnings will be approximately 1.9 billion RMB, while China Merchants Energy's will be around 2.9 billion RMB [4]. Shipbuilding - The shipbuilding sector is experiencing a tight supply-demand balance, with second-hand ship prices rising for 11 consecutive months, indicating a positive outlook for the industry [4]. Freight Forwarding - The freight forwarding sector is facing profit margin compression due to trade frictions, with the CCFI index expected to decline by 26% in Q4 2025 [4]. Aviation - The Chinese aviation market is expected to achieve a profit of 6.5 billion RMB in 2025, with major airlines like China Eastern Airlines anticipated to see significant performance improvements [4]. - The report emphasizes the importance of international routes as passenger volumes are expected to grow, driven by a recovery in outbound travel [4]. Express Delivery - The express delivery sector is projected to see a 5% year-on-year growth in Q4, driven by price increases and seasonal demand, despite challenges from trade policies [4]. Road and Rail - The report notes a slowdown in highway traffic growth, while rail passenger and freight volumes continue to increase, with recommendations for specific companies in the sector [4].