Core Viewpoint - The company has released its third-quarter report for 2025, ensuring the accuracy and completeness of the information provided, and has announced an upcoming performance briefing for investors to discuss the financial results and operational performance [18][20][21]. Financial Data - The third-quarter financial report has not been audited, and the company has provided key financial data and indicators in RMB [3][7]. - Non-recurring gains and losses have been identified, with specific amounts noted, although detailed figures are not provided in the excerpts [4]. Shareholder Information - The company has reported on the total number of ordinary shareholders and the status of major shareholders, including those holding more than 5% of shares [5]. Guarantees and Liabilities - The company has provided guarantees for its wholly-owned subsidiaries, with specific amounts detailed: - A guarantee amount of 92,334,031.19 RMB for Shandong Yulong Port Co., Ltd. with an ending balance of 581,928,738.38 RMB - A guarantee amount of 26,075,727.82 RMB for Nanshan Group Financial Co., Ltd. with an ending balance of 0.00 RMB - A guarantee amount of 31,125,227.48 RMB for Longkou Hengtong Motor Vehicle Maintenance Co., Ltd. with an ending balance of 20,025,496.43 RMB [6]. Board Meeting and Resolutions - The fifth board meeting was held on October 21, 2025, where the third-quarter report was approved unanimously by all attending board members [10][9]. - The company has announced the resignation of a board member, Qu Junyu, due to work adjustments, and has elected a new employee representative to the board [14][15]. Upcoming Events - A performance briefing is scheduled for October 29, 2025, to discuss the third-quarter results, allowing investors to engage with company representatives [19][22]. - Investors are encouraged to submit questions in advance via email for discussion during the briefing [23].

Group 1 - The core point of the article is that 恒通股份 reported a significant decline in revenue for the third quarter of 2025, while net profit saw a substantial increase compared to the previous year [2] - The company achieved an operating income of 381,130,473.12 yuan, representing a year-on-year decrease of 26.83% [2] - The net profit attributable to shareholders of the listed company was 76,568,012.37 yuan, showing a year-on-year growth of 182.55% [2]

Core Viewpoint - The announcement from Hengtong Co., Ltd. regarding the election of Mr. Qu Junyu as the employee director of the fifth board of directors highlights a significant governance change within the company [1] Group 1 - Hengtong Co., Ltd. held an employee representative assembly where Mr. Qu Junyu was elected as the employee director [1]

Group 1 - Pinggao Electric reported a 6.98% increase in revenue to 8.436 billion yuan and a 14.62% increase in net profit to 982 million yuan for the first three quarters of 2025 [1] - Wanchen Group achieved a 77.37% increase in revenue to 36.562 billion yuan and a staggering 917.04% increase in net profit to 855 million yuan for the first three quarters of 2025 [2] - Xintian's revenue decreased by 10.42% to 481 million yuan, with a net profit decline of 35.19% to 91.9 million yuan for the first three quarters of 2025 [3] Group 2 - Chuangye Heima reported a revenue drop of 35.68% to 102 million yuan and a net loss of 24.93 million yuan for the first three quarters of 2025 [4] - Huaxin New Materials saw a 16.11% increase in revenue to 265 million yuan and an 18.56% increase in net profit to 40.81 million yuan for the first three quarters of 2025 [5] - Meihua Medical's revenue increased by 3.28% to 1.194 billion yuan, but net profit fell by 19.25% to 208 million yuan for the first three quarters of 2025 [6] Group 3 - Silica Technology reported a 24.30% increase in revenue to 2.651 billion yuan and a 44.63% increase in net profit to 229 million yuan for the first three quarters of 2025 [7] - Anada experienced a revenue decline of 6.03% to 1.31 billion yuan and a net loss of 46.37 million yuan for the first three quarters of 2025 [8] - StarNet Ruijie achieved a 19.20% increase in revenue to 14.168 billion yuan and a 31.06% increase in net profit to 344 million yuan for the first three quarters of 2025 [9] Group 4 - New Link Electronics reported a revenue decrease of 0.37% to 550 million yuan but a significant net profit increase of 421.43% to 535 million yuan for the first three quarters of 2025 [10] - Tianyin Electromechanical's revenue fell by 22.75% to 581 million yuan, with a net profit decline of 56.10% to 24.27 million yuan for the first three quarters of 2025 [11] - Hengtong Co. reported a revenue decrease of 39.29% to 1.05 billion yuan, but a net profit increase of 78.33% to 176 million yuan for the first three quarters of 2025 [12] Group 5 - Xigao Institute achieved a 15.05% revenue increase to 651 million yuan and a 21.28% net profit increase to 198 million yuan for the first three quarters of 2025 [13] - Good Housewife reported a revenue decrease of 0.91% to 1.059 billion yuan and a net profit decline of 24.79% to 143 million yuan for the first three quarters of 2025 [14] - China Pharmaceutical's subsidiary received approval for Vitamin B6 injection, indicating a positive development in its product pipeline [20] Group 6 - Xi Zhong Technology received approval for the issuance of convertible bonds, indicating potential for future capital raising [22] - Chengda Bio signed a strategic cooperation agreement with the Chinese Academy of Microbiology, focusing on infectious disease prevention [25] - Fuyuan Pharmaceutical received a drug registration certificate for Dydrogesterone tablets, enhancing its product offerings [26] Group 7 - Zhehai Deman received 8.1202 million yuan in land acquisition compensation, indicating a successful resolution of land-related issues [27] - Zhongjin Irradiation announced the resignation of its deputy general manager, indicating potential changes in management [29] - Hendi Pharmaceutical received a drug registration certificate for Febuxostat tablets, expanding its product portfolio [30] Group 8 - David Medical's subsidiary received a medical device registration certificate for a surgical stapler, enhancing its product offerings [32] - Liaoning Energy announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [34] - Fengyuan Co. signed a framework agreement for the supply of lithium iron phosphate, indicating growth in its supply chain [35] Group 9 - Shengda Resources announced the resumption of construction at a mining site, indicating recovery from previous operational disruptions [37] - Shiyuan Co. reported a revenue increase of 5.45% to 18.087 billion yuan, but a net profit decline of 6.81% to 867 million yuan for the first three quarters of 2025 [39] - Feilida reported a revenue decrease of 6.81% to 4.659 billion yuan, but a net profit increase of 49.1% to 33.19 million yuan for the first three quarters of 2025 [40] Group 10 - Changyuan Donggu reported a revenue increase of 29.75% to 1.648 billion yuan and a net profit increase of 76.71% to 274 million yuan for the first three quarters of 2025 [41] - Liyuanheng reported a net profit of 47.49 million yuan for the first three quarters of 2025, indicating stable performance [42] - Fangyuan Co. reported a net loss of 121 million yuan for the first three quarters of 2025, indicating challenges in its operations [43] Group 11 - China Mobile reported a revenue increase of 0.4% to 794.7 billion yuan and a net profit increase of 4% to 115.4 billion yuan for the first three quarters of 2025 [44] - Huangshanghuang reported a revenue decrease of 5.08% to 1.379 billion yuan but a net profit increase of 28.59% to 101 million yuan for the first three quarters of 2025 [46] - Youcai Resources announced plans to invest approximately 150 million yuan in a new materials production base project [47] Group 12 - Huawei Technology announced plans to invest up to 20 million euros in two German subsidiaries [49] - China Shipbuilding projected a net profit increase of 144.42% to 170.85% for the first three quarters of 2025, indicating strong performance [51] - Aeston's subsidiary plans to transfer a 48% stake in a company for 245 million yuan, indicating strategic divestment [52] Group 13 - Jinxinno plans to raise up to 292 million yuan through a private placement, indicating potential for expansion [53] - China Power Construction reported a 5.04% increase in new contract amounts to 904.527 billion yuan for the first three quarters of 2025 [54] - Helitai reported a net profit increase of 101.45% to 17.81 million yuan for the first three quarters of 2025 [55] Group 14 - Xuefeng Technology reported a revenue decrease of 8.28% to 4.183 billion yuan and a net profit decline of 34.6% to 394 million yuan for the first three quarters of 2025 [57] - Juzhi Technology reported a revenue increase of 21.40% to 615 million yuan and a net profit increase of 33.78% to 82.47 million yuan for the first three quarters of 2025 [59] - Jinxi Axle reported a revenue decrease of 0.11% to 872 million yuan but a net profit increase of 268.03% to 22.11 million yuan for the first three quarters of 2025 [60] Group 15 - Longsheng Technology reported a revenue increase of 10.13% to 1.810 billion yuan and a net profit increase of 36.89% to 210 million yuan for the first three quarters of 2025 [62] - Shannon Chip Creation announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [63]

Group 1 - The company, Hengtong Co., announced that its fifth board meeting will be held on October 21, 2025, combining in-person and remote participation [1] - The meeting will review the Q3 2025 report of Hengtong Logistics Co., among other documents [1]

Core Insights - Hengtong Co., Ltd. reported a significant increase in profitability for the first three quarters of 2025, with operating revenue reaching 1.05 billion yuan and a net profit attributable to shareholders of 176 million yuan, marking a year-on-year growth of 78.33% [1] - The company's basic earnings per share rose to 0.25 yuan, reflecting a 78.57% increase compared to the previous year, while the weighted average return on net assets improved by 1.92 percentage points to 4.56% [1] Business Performance - The main business segments of Hengtong include port operations, logistics, and clean energy (LNG), with the port business experiencing explosive growth due to the operational commencement of enterprises within the Yulong Petrochemical Park [1][2] - The port business, implemented through the subsidiary Yulong Port, has expanded its capacity with the construction of seven productive berths and supporting storage areas, providing essential services such as vessel docking, cargo handling, and warehousing [1] Strategic Adjustments - Hengtong is adapting its business layout in response to market conditions, particularly in the LNG sector, where it is shifting towards a light asset operational model to mitigate risks associated with LNG trade market fluctuations [2] - The company aims to leverage the ongoing capacity release within the Yulong Petrochemical Park and the evolving LNG market to optimize its industrial layout and enhance profitability, while adhering to a development philosophy focused on safety, service, low carbon, and efficiency [2]

恒通物流股份有限公司 关于召开 2025 年第三季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个别及连带责任。 重要内容提示： 股票代码：603223 股票简称：恒通股份 公告编号：2025-046 ●会议召开时间：2025年10月29日（星期三）下午15:00-16:00 ●会议召开地点：中证路演中心（https://www.cs.com.cn/roadshow/） ●会议召开方式：中证路演中心网络文字互动 ●投资者可将问题通过邮件发送至公司邮箱：htgf@lkhengtong.com 恒通物流股份有限公司（简称"公司"）于2025年10月22日在上海证券交易 所网站（http://www.sse.com.cn）披露了《恒通物流股份有限公司2025年第三 季度报告》，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、 财务状况，公司计划召开本次业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络文字互动形式召开，公司将针对2025年第三季度的经 营成果及财务指标的具体情况与 ...

股票代码：603223 股票简称：恒通股份 公告编号：2025-044 恒通物流股份有限公司 关于董事离任暨选举职工董事的公告 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个别及连带责任。 一、董事离任情况 恒通物流股份有限公司（简称"公司"）董事会近日收到公司董事曲俊宇先 生的书面辞职报告。因工作调整原因，曲俊宇先生申请辞去公司第五届董事会董 事职务。 根据《公司法》、《公司章程》的相关规定，曲俊宇先生的离任不会导致董 事会成员低于法定人数，不影响公司董事会的正常工作，曲俊宇先生的辞职申请 自送达董事会之日起生效。 二、职工董事选举情况 公司于2025年9月15日召开2025年第一次临时股东大会，审议通过了《关于 取消监事会并修订<公司章程>的议案》。根据修订后的《公司章程》规定，公司 董事会由9名董事组成，董事会成员中包括1名职工代表，经由职工代表大会、职 工大会或者其他形式民主选举产生。 公司职工代表大会已选举通过曲俊宇先生担任第五届董事会职工董事（简历 见附件），任期自本次职工代表大会选举通过之日起至本届董事会任期届满时止。 ...

股票代码：603223 股票简称：恒通股份 公告编号：2025-045 恒通物流股份有限公司 第五届董事会第十三次会议决议公告 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"）第五届董事会第十三次会议于2025 年10月21日14:00时以现场和通讯相结合的方式召开，公司于2025年10月11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》、 《公司章程》的相关规定，会议决议合法有效。本次董事会由公司董事长隋永峰 先生主持，表决通过了以下议案： 一、审议通过《恒通物流股份有限公司2025年第三季度报告》 具 体 内 容 详 见 公 司 于 2025 年 10 月 22 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2025年第三季度报告》。 公司2025年第三季度报告已经通过董事会审计委员会审议。 表决结果：9票同意，0票反对，0 ...

格隆汇10月21日丨恒通股份(603223.SH)公布，公司前三季度实现营业收入10.5亿元，同比下降 39.29%；归属于上市公司股东的净利润1.76亿元，同比增长78.33%；归属于上市公司股东的扣除非经常 性损益的净利润1.71亿元，同比增长77.10%；基本每股收益0.25元。 ...