Core Viewpoint - The shareholder Guangdong Hengshang Industrial Investment Co., Ltd. has reduced its stake in Jiacheng International (603535.SH) due to financial reasons related to state-owned enterprises, completing the reduction of 5.1091 million shares, which is 1% of the total share capital [1] Group 1: Shareholder Actions - The reduction took place from November 10, 2025, to February 3, 2026, through centralized bidding [1] - After the reduction, the holding percentage decreased from 7.86% to 6.86% [1] - The reduction price range was between 9.87 to 11.38 yuan per share, totaling approximately 51.985 million yuan [1] Group 2: Financial Performance - The company's Q1 2025 financial report indicates a slight year-on-year decline in both revenue and net profit [1] - The reported data is as of April 2025 and is not the most current [1] - There is currently no public information indicating any significant upcoming events [1]

Core Viewpoint - As of February 10, 2026, Jiacheng International (603535) closed at 10.1 yuan, with a slight increase of 0.2% and a turnover rate of 0.59% [1] Group 1: Financial Performance - For the first three quarters of 2025, Jiacheng International reported a main revenue of 946 million yuan, a year-on-year decrease of 3.4% [2] - The net profit attributable to shareholders was 149 million yuan, down 10.41% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 147 million yuan, reflecting an 11.83% decline year-on-year [2] - In Q3 2025, the company recorded a single-quarter main revenue of 264 million yuan, a year-on-year decrease of 18.29% [2] - The single-quarter net profit attributable to shareholders was approximately 30.51 million yuan, down 36.62% year-on-year [2] - The single-quarter net profit after deducting non-recurring gains and losses was about 30.74 million yuan, a decline of 35.83% year-on-year [2] - The company's debt ratio stood at 44.51%, with investment income of 2.17 million yuan and financial expenses of 40.70 million yuan [2] - The gross profit margin was reported at 32.56% [2] Group 2: Market Activity - On February 10, 2026, the net outflow of main funds was 3.78 million yuan, accounting for 12.36% of the total transaction amount [1] - The net inflow of speculative funds was 1.33 million yuan, representing 4.36% of the total transaction amount [1] - Retail investors contributed a net inflow of 2.44 million yuan, which accounted for 8.0% of the total transaction amount [1]

Group 1 - The stock price of Jiacheng International (603535) closed at 10.08 yuan on February 9, 2026, with an increase of 0.9% and a turnover rate of 0.5% [1] - The net inflow of main funds on February 9 was 1.482 million yuan, accounting for 5.82% of the total transaction amount, while retail investors had a net outflow of 1.1993 million yuan, accounting for 4.71% [1] - Over the past five days, the stock has experienced fluctuations in fund flows, with significant net outflows from retail investors on several days [1] Group 2 - Jiacheng International's total market value is 5.15 billion yuan, which is below the logistics industry average of 16.968 billion yuan, ranking 30th out of 55 [2] - The company's net profit for the first three quarters of 2025 was 149 million yuan, a decrease of 10.41% year-on-year, with a third-quarter net profit of 30.5074 million yuan, down 36.62% year-on-year [2] - The gross profit margin of Jiacheng International is 32.56%, significantly higher than the industry average of 14.16%, ranking 5th out of 55 [2]

Core Viewpoint - Jiacheng International (603535) has shown a slight increase in stock price, closing at 9.99 yuan, reflecting a 0.3% rise from the previous week, with a total market capitalization of 5.104 billion yuan [1] Shareholder Changes - Guangdong Hengshang Industrial Investment Co., Ltd. reduced its holdings by 5,109,100 shares, accounting for 1% of the total share capital, between November 10, 2025, and February 3, 2026 [1][3] - The share price during the reduction period fell by 11.93%, with the closing price on February 3 being 9.89 yuan [1] - Following the reduction, Hengshang Investment's shareholding percentage decreased from 7.86% to 6.86%, with the reduction price range being 9.87 to 11.38 yuan per share, totaling approximately 51.98 million yuan [1][3]

Core Viewpoint - The financial performance of Jiacheng International (603535) shows a decline in both revenue and net profit for the first three quarters of 2025, indicating potential challenges in the logistics sector [2]. Financial Performance Summary - For the first three quarters of 2025, Jiacheng International reported a main revenue of 946 million yuan, a year-on-year decrease of 3.4% [2]. - The net profit attributable to shareholders was 149 million yuan, down 10.41% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 147 million yuan, reflecting an 11.83% decline year-on-year [2]. - In Q3 2025, the company recorded a single-quarter main revenue of 264 million yuan, a significant year-on-year decrease of 18.29% [2]. - The single-quarter net profit attributable to shareholders was approximately 30.51 million yuan, down 36.62% year-on-year [2]. - The single-quarter net profit after deducting non-recurring gains and losses was about 30.74 million yuan, a decline of 35.83% year-on-year [2]. - The company's debt ratio stood at 44.51%, with investment income of 2.17 million yuan and financial expenses of 40.70 million yuan [2]. - The gross profit margin was reported at 32.56% [2]. Market Activity Summary - As of February 5, 2026, Jiacheng International's stock closed at 9.99 yuan, with a slight increase of 0.3% [1]. - The turnover rate was 0.63%, with a trading volume of 32,100 hands and a transaction value of 32.16 million yuan [1]. - On February 5, the net outflow of main funds was 3.54 million yuan, accounting for 10.99% of the total transaction value [1]. - The net inflow of retail funds was 710,000 yuan, representing 2.21% of the total transaction value [1].

Group 1 - The major shareholder, Guangdong Hengshang Industrial Investment Co., Ltd., has completed a share reduction plan, selling up to 1% of the company's total shares, which amounts to 5,109,100 shares, due to financial reasons related to state-owned enterprises [2][4]. - The share reduction plan was executed from November 10, 2025, to February 3, 2026, and has been fully implemented [2][5]. - The company confirms that the share reduction adhered to relevant laws and regulations, and the actual reduction aligns with the previously disclosed plan [5]. Group 2 - There are no concerted actions among the shareholders involved in the reduction [3]. - The reduction plan was not terminated early, and the total planned shares have been successfully reduced [5]. - The company’s board of directors has ensured the accuracy and completeness of the announcement regarding the share reduction [1].

Summary of Key Points Core Viewpoint - Jiacheng International (603535) has experienced a recent shareholding change, with a significant reduction in shares held by a major shareholder due to financial reasons related to a state-owned enterprise [1]. Group 1: Stock Performance - As of February 4, 2026, Jiacheng International's stock closed at 9.96 yuan, marking a 0.71% increase from the previous trading day [1]. - The stock opened at 9.88 yuan, reached a high of 9.97 yuan, and a low of 9.86 yuan, with a trading volume of 24.08 million yuan and a turnover rate of 0.48% [1]. Group 2: Shareholder Changes - Guangdong Hengshang Industrial Investment Co., Ltd. reduced its holdings by 5,109,100 shares, which is 1% of the total share capital, between November 10, 2025, and February 3, 2026 [1]. - The reduction was executed at a price range of 9.87 to 11.38 yuan per share, totaling 51,984,989 yuan [1]. - Following this reduction, Hengshang Investment's shareholding percentage decreased from 7.86% to 6.86% [1]. - The reduction complied with relevant regulations and was consistent with previously disclosed plans, with no violations of commitments [1].

Group 1 - The core point of the article is that Jiacheng International (603535.SH) announced a share reduction plan by its shareholder, Guangdong Hengshang Industrial Investment Co., Ltd. [1] - The share reduction will take place from November 10, 2025, to February 3, 2026, with a maximum reduction of 1% of the company's total share capital, equating to 5.1091 million shares [1] - The reduction plan has already been fully implemented [1]

| 证券代码：603535 | 证券简称：嘉诚国际 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：113656 | 债券简称：嘉诚转债 | | 广州市嘉诚国际物流股份有限公司 股东名称 广东恒尚产业投资有限公司 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 其他：不适用 持股数量 40,174,236股 持股比例 7.86% 当前持股股份来源 IPO 前取得：40,174,236股 关于 5%以上股东股份变动结果的公告 本公司董事会、全体董事及相关股东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。 上述减持主体无一致行动人。 1 二、减持计划的实施结果 (一)大股东及董监高因以下事项披露减持计划实施结果： 减持计划实施完毕 重要内容提示： 减持计划的实施结果情况: 广州市嘉诚国际物流股份有限公司(以下 简称"公司")股东广东恒尚产业投资有限公司(以下简称"恒尚投资"), 因国有企业业务财务原因，自 2025 年 11 月 10 ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-03 | 68.6 | 0.00% | -1028.11万 | -25.94% | 442.11万 | 11.15% | 586.00万 | - 14.78% | | 2026-02-02 | 9.89 | -0.70% | 80.04万 | 1.87% | -155.64万 | -3.63% | 75.60万 | 1.76% | | 2026-01-30 | | 9.96 -0.30% | -774.05万 | -18.29% | 72.68万 | 1.72% | 701.37万 | 16.58% | | 2026-01-29 | | 9.99 -0.60% | -867.35万 | -18.17% | 299.16万 | 6.27% | 568.19万 | 11.90% | | 2026-01-28 | 10.05 | -1.18% | -984.65万 ...