| 回购方案首次披露日 | 2026/1/21 | | | --- | --- | --- | | 回购方案实施期限 | 2026 年 2 月 5 日~2027 年 | 2 月 4 日 | | 预计回购金额 | 8,000万元~10,000万元 | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 0万股 | | | 累计已回购股数占总股本比例 | 0% | | | 累计已回购金额 | 0万元 | | | 实际回购价格区间 | 0元/股~0元/股 | | 一、回购股份的基本情况 恒通物流股份有限公司（以下简称"公司"）分别于 2026 年 1 月 20 日、2026 年 2 月 5 日召开了第五届董事会第十五次会议、2026 年第一次临时股东会，审议 通过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有 资金以集中竞价交易方式回购公司部分社会公众股份，用于注销并减少公司注册 资本。 本次回购股份的资金总额不低于人民币 8,000 万元（含）且不超过人民币 10,000 万元（ ...

证券代码：603223 证券简称：恒通股份 公告编号：2026-019 恒塑制造因项目投资及生产运营需要，公司与恒塑制造签订《借款合同》， 提供 8,000 万元的财务资助，在该最高借款限额内，根据恒塑制造经营需求分次 借款，期限至 2033 年 12 月 31 日，借款年利率为 3%，若一年期贷款基准利率变 动，借款利率自调整当期随该基准利率同幅度、同方向调整。 恒通物流股份有限公司 关于向控股子公司提供财务资助的公告 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： 被资助对象、方式、金额、期限、利息等：恒通物流股份有限公司（以 下简称"公司"）拟以自有资金向控股子公司烟台恒塑智能制造有限公司（以下 简称"恒塑制造"）提供 8,000 万元的财务资助，借款期限为 2026 年 4 月 1 日至 2033 年 12 月 31 日，借款年利率为 3%，若一年期贷款基准利率变动，借款利率 自调整当期随该基准利率同幅度、同方向调整。 履行的审议程序：本事项已经通过公司第五届董事会第十六次会议审议， 无需提交股东会审议 ...

股票代码：603223 股票简称：恒通股份 公告编号：2026-018 恒通物流股份有限公司 具体内容详见公司于2026年4月2日在上海证券交易所网站（www.sse.com.cn） 披露的《恒通物流股份有限公司关于向控股子公司提供财务资助的公告》（公告 编号：2026-019） 表决结果：9票同意，0票反对，0票弃权。 特此公告。 恒通物流股份有限公司董事会 2026年4月2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个别及连带责任。 恒通物流股份有限公司（简称"公司"）第五届董事会第十六次会议于2026 年4月1日9:00时以现场和通讯相结合的方式召开，公司于2026年3月21日以书面 或通讯方式通知了各位参会人员。会议应到董事9人，实到董事9人，其中独立董 事3人，公司高级管理人员列席了会议。本次会议的召开符合《公司法》和《公 司章程》的相关规定，会议决议合法有效。本次会议由董事长隋永峰先生主持， 表决通过了以下议案： 审议通过《关于向控股子公司提供财务资助的议案》 本次提供财务资助是为了满足烟台恒塑智能制造有限公司（以下简 ...

股票代码：603223 股票简称：恒通股份 公告编号：2026-017 恒通物流股份有限公司 关于实施 2023 年回购股份注销暨控股股东及其一致 行动人权益变动触及 1%刻度的公告 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: 恒通物流股份有限公司（以下简称"公司"）于 2026 年 1 月 20 日、2026 年 2 月 5 日分别召开第五届董事会第十五次会议、2026 年第一次临时股东会， 审议通过了《关于变更回购股份用途并注销暨提请股东会授权公司经营管理层办 理回购股份注销相关事宜的议案》，公司拟对在 2024 年完成回购的 8,364,853 股回购股份用途由"用于员工持股计划或者股权激励"变更为"减少注册资本"。 本次部分回购股份注销完成后，公司总股本将由 714,187,046 股变更为 705,822,193 股。 回购股份注销完成后，公司控股股东及其一致行动人持有公司股份比例 将从 48.79%被动提升至 49.37%。 一、回购股份的基本情况 公司于 2023 年 12 月 11 日召开第 ...

股票代码：603223 股票简称：恒通股份 公告编号：2026-016 恒通物流股份有限公司 关于持股 5%以上股东部分股份解除质押的公告 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。 二、 累计质押股份情况 截止本公告日，上述股东累计质押股份情况如下： 重要内容提示: 恒通物流股份有限公司（以下简称"公司"）持股 5%以上股东刘振东先 生持有公司股份 93,261,384 股，占公司总股本的 13.06%；本次解除质押数量 21,500,000 股，解质押后，刘振东先生剩余质押股份数为 71,669,594 股，占其 持有公司股份总数的 76.85%，占公司总股本的 10.04%。 公司接到持股5%以上股东刘振东先生关于其解除部分股份质押登记的通知， 现将有关情况公告如下： | 股东名称 | 刘振东 | | --- | --- | | 本次解质股份 | 21,500,000股 | | 占其所持股份比例 | 23.05% | | 占公司总股本比例 | 3.01% | | 解除质押时间 | 2026年3月17日 | | 持股数 ...

Investment Rating - The report maintains a "Recommendation" rating for the transportation industry, indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [78]. Core Insights - The report highlights the significant impact of the ongoing Middle East conflict on shipping rates, with oil tanker rates experiencing a decline but remaining at historical highs, while container shipping rates are on the rise [1][2]. - The daily average of vessels passing through the Strait of Hormuz has drastically decreased by 95% to 5 vessels, compared to 125 vessels before the conflict, with oil tankers averaging only 1 vessel per day [1][11]. - Brent crude oil futures have shown substantial volatility, closing at $103.89 per barrel, an increase of 11% from March 6 [1][15]. Industry Data Tracking Shipping Market Impact - Oil shipping rates have adjusted from historical highs, with the Clarksons VLCC-TCE index at $175,000, down 54.2% week-on-week. The Middle East to China route is reported at $390,000 per day, down 17% [2][18]. - Container shipping rates have increased, with the SCFI index reaching 1710 points, up 14.9% week-on-week, driven by rising fuel costs and the ongoing geopolitical situation [2][25]. - The dry bulk shipping market has seen limited impact, with the BDI index at 2028 points, reflecting a 0.9% increase week-on-week [2][26]. Investment Recommendations - The report suggests that if the Middle East conflict remains manageable and the passage through the Strait of Hormuz gradually resumes, it could trigger a replenishment market. The report continues to recommend companies such as China Merchants Energy and COSCO Shipping Energy [3][31]. - Emphasis is placed on the importance of energy resource security, with recommendations for logistics and warehousing companies like Hongchuan Wisdom and Milky Way [3][31]. - The report also highlights the potential for growth in the aviation sector, with a focus on major airlines and logistics companies, suggesting a favorable outlook for companies like China Southern Airlines and Spring Airlines [4][58].

证券代码：603223 证券简称：恒通股份 公告编号：2026-015 恒通物流股份有限公司 恒通物流股份有限公司（以下简称"公司"）分别于 2026 年 1 月 20 日、2026 年 2 月 5 日召开了第五届董事会第十五次会议、2026 年第一次临时股东会，审议 通过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有 资金以集中竞价交易方式回购公司部分社会公众股份，用于注销并减少公司注册 资本。 本次回购股份的资金总额不低于人民币 8,000 万元（含）且不超过人民币 10,000 万元（含），回购股份价格不超过人民币 14.50 元/股，回购数量不低于 551.73 万股（含）且不超过 689.65 万股（含），具体回购数量及金额以回购结束 时实际交易情况为准（回购数量根据回购资金总额及回购价格上限测算）。回购期 限为自公司股东会审议通过回购方案之日起不超过 12 个月，即自 2026 年 2 月 5 日至 2027 年 2 月 4 日。 具体详见公司于 2026 年 1 月 21 日和 2026 年 2 月 12 日在上海证券交易所网 站（www.sse.com.cn）上披露的《恒 ...

Core Viewpoint - The announcement details a share reduction plan by major shareholder Liu Zhendong of Hengtong Logistics Co., Ltd., indicating a potential decrease in his ownership stake in the company [3][9]. Shareholder Holding Situation - As of the announcement date, Liu Zhendong holds 93,261,384 shares, representing 13.06% of the total share capital of Hengtong Logistics [2]. Reduction Plan Details - Liu Zhendong plans to reduce his holdings by up to 21,425,611 shares within three months after 15 trading days from the announcement date, which is up to 3% of the total share capital. This includes a maximum of 7,141,870 shares through centralized bidding (1% of total share capital) and 14,283,741 shares through block trading (2% of total share capital) [3][6]. - The reduction price will be determined based on the market price at the time of the sale [3]. Shareholder Commitment - Liu Zhendong has previously committed not to reduce his holdings within three years post-listing and to limit annual reductions to no more than 5% of his total holdings after the lock-up period [7]. - Any planned reductions exceeding 1% of the total share capital within a month will be conducted through block trading [7]. Compliance with Regulations - The reduction plan is in compliance with relevant regulations, including the Shanghai Stock Exchange's rules and guidelines for shareholder reductions [10].

Shareholder Reductions - Fushi Holdings' shareholder Song Chunqing plans to reduce holdings by no more than 2% [1] - Yasheng Optoelectronics' director Lin Xuefeng intends to reduce holdings by no more than 0.976% [1] - Ruisheng Intelligent's shareholder Ruihe Sheng has cumulatively reduced 2% of the company's shares [1] - Jingjin Electric's shareholder Chenghui International has already reduced 1.00% of the company's shares [1] - Zhongke Feimiao's shareholder Guotou Chuangye Fund has cumulatively completed a reduction of 0.85% of the company's shares [1] - Saiwu Technology's shareholder Dongyun Chuangtou has cumulatively reduced 4.3468 million shares [1] - Huizhiwei's shareholder GZPA has reduced 4.6684 million shares [1] - Zhixin Precision's director Zhang Guojun plans to reduce holdings by no more than 1.8562% [1] - Hengtong Co., Ltd.'s shareholder Liu Zhendong plans to reduce holdings by no more than 21.4256 million shares [1] - Jingneng Thermal Power's shareholder Zhao Yibo has cumulatively reduced 3.018 million shares [1] - Lanfeng Biochemical's shareholder Hainan Wenqin has reduced 3.5648 million shares [1] - China Nuclear Construction's shareholder China Cinda has reduced 8.0354 million shares [1] - Gaiyang New Energy's shareholder Ningxia Bitai has cumulatively reduced 44.3618 million shares [1] Other Corporate Actions - Kaipu Cloud has terminated a major asset restructuring [1]

Major Announcements - Light Media's film "Fast and Furious 3" has achieved a cumulative box office revenue of approximately 2.926 billion yuan, with the company's revenue from this film estimated between 43 million to 53 million yuan, which exceeds 50% of the company's audited consolidated financial statement revenue for the most recent fiscal year [1] - Dazhong Laser plans to invest 150 million USD to establish an overseas operation center in Southeast Asia to enhance service capabilities and meet international market demands [1] - Shunlian Bio intends to acquire controlling interest in Yanzhou Shizhi Source Biotechnology Co., Ltd. for 237 million yuan, aiming to fully develop its innovative drug business [2] - Shaoneng Co. signed a cooperation agreement with Yuancan Company for an independent energy storage power station project, with a total agreement amount of 22 million yuan [3] - China Tianying received investment approval for the expansion of its waste-to-energy project in Hanoi, with an investment amount of approximately 220 million USD [4] - Gansu Energy's 2 million kW wind power project has received approval from the local development and reform bureau [5] - Kexin Machinery obtained a production license for ultra-high pressure vessels [6] Financial Performance - Zhongwei Semiconductor reported a net profit of 285 million yuan for 2025, a year-on-year increase of 108.05%, with total revenue of 1.122 billion yuan, up 23.09% [9] - Weidao Nano reported a net profit of 213 million yuan for 2025, a year-on-year decrease of 6.12%, with total revenue of 2.632 billion yuan, down 2.52% [10] - Wens Foodstuff Group reported a net profit of 5.235 billion yuan for 2025, a year-on-year decrease of 43.59%, with total revenue of 103.884 billion yuan, down 1.67% [11] - SanSheng Guojian reported a net profit of 2.939 billion yuan for 2025, a year-on-year increase of 317.09%, with total revenue of 4.199 billion yuan, up 251.81% [12] - Yongxi Electronics reported a net profit of 82.24 million yuan for 2025, a year-on-year increase of 23.99%, with total revenue of 4.4 billion yuan, up 21.92% [14] - YaoMai Technology reported a net profit of 137 million yuan for 2025, a year-on-year increase of 42.63%, with total revenue of 619 million yuan, up 24.33% [15] - Zhongke Shuguang reported a net profit of 2.113 billion yuan for 2025, a year-on-year increase of 10.54%, with total revenue of 14.97 billion yuan, up 13.86% [15] Shareholder Actions - Zhongshun Jierou plans to repurchase shares worth between 60 million to 120 million yuan for employee stock ownership plans [21] - Yuanli Co. plans to repurchase shares worth between 50 million to 60 million yuan for stock incentive plans [21] - Huaneng Hydropower's controlling shareholder plans to increase its stake by 100 million to 150 million yuan [22] - Conch Cement's controlling shareholder plans to increase its stake by 700 million to 1.4 billion yuan [23] Stock Suspension - Dongyangguang announced a stock suspension due to plans to acquire control of Dongshu No. 1 [29] - Tongwei Co. announced a stock suspension due to plans to acquire 100% equity of Qinghai Lihua Qingneng [30] - Duorui Pharmaceutical announced a stock suspension as the offer period for its acquisition has expired [31]