Market Overview - On August 22, the logistics sector declined by 0.49%, with Hengji Daxin leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Notable gainers in the logistics sector included: - Furande (605050) with a closing price of 16.50, up 6.04% and a trading volume of 128,200 shares, totaling 205 million yuan [1] - ST Yuanshang (603813) closed at 16.13, up 5.01% with a trading volume of 4,983 shares, totaling approximately 800,000 yuan [1] - Major decliners included: - Hengji Daxin (002492) closed at 7.24, down 2.82% with a trading volume of 131,800 shares, totaling approximately 96.3 million yuan [2] - Huami Duhai (872351) closed at 29.92, down 2.54% with a trading volume of 26,700 shares, totaling approximately 80.1 million yuan [2] Capital Flow - The logistics sector experienced a net outflow of 317 million yuan from institutional investors, while retail investors saw a net inflow of 245 million yuan [2] - Notable capital flows included: - Donghang Logistics (601156) had a net inflow of 66.26 million yuan from institutional investors, but a net outflow of 46.13 million yuan from retail investors [3] - Furande (605050) saw a net inflow of 33.59 million yuan from institutional investors, with retail investors experiencing a net outflow of 12.39 million yuan [3]

证券代码：603535 证券简称：嘉诚国际 公告编号：2025-034 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 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、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为33,223,626股。 ? 本次股票上市流通日期为2025 年 8 月 26 日。 一、本次限售股上市类型 流股份有限公司非公开发行股票的批复》 （证监许可[2021]2202 号）核准，广州市 嘉诚国际物流股份有限公司（以下简称"公司"），已于 2021 年 9 月 6 日完成非公 开发行人民币普通股 10,460,576 股，其中段容文、黄艳婷和黄平的认购数量分别 为 827,478 股、6,135,831 股和 3,497,267 股，所认购股份的限售期为自本次非公 开发行结束之日起 18 个月，发行完成后，公司总股本增加至 160,860,576 股。 价值的认可，上述三位股东未提出办理解除限售的申请。 二、本次限 ...

Core Points - The company, Guangzhou Jiacheng International Logistics Co., Ltd., is set to pay interest on its convertible bonds, "Jiacheng Convertible Bonds," starting from August 29, 2025, for the period from September 1, 2024, to August 31, 2025 [1][4] Summary by Sections Convertible Bond Issuance Overview - Bond Name: Jiacheng Convertible Bonds - Bond Code: 113656 - Total Issuance Size: 800 million RMB, with 8 million bonds issued [1][2] - Bond Term: Six years, from September 1, 2022, to August 31, 2028 [2] - Interest Rates: 0.30% for the first year, 0.40% for the second year, 0.80% for the third year, 1.50% for the fourth year, 2.00% for the fifth year, and 3.00% for the sixth year [2][3] Interest Payment Plan - The interest payment for the third year will be 0.80 RMB per bond (including tax) [4] - Interest payment dates are set as follows: - Interest Record Date: August 29, 2025 - Ex-Dividend Date: September 1, 2025 - Interest Payment Date: September 1, 2025 [4] Payment Method - The company has appointed China Securities Depository and Clearing Corporation Limited Shanghai Branch to handle the interest payment [5] - Investors will receive their interest through designated payment institutions [5] Taxation on Interest Income - Individual investors are subject to a 20% tax on interest income [5] - Non-resident enterprises, including QFII and RQFII, are exempt from corporate income tax on interest income until December 31, 2025 [5] Contact Information - Company Address: No. 8 Junma Avenue, Dongchong Town, Nansha District, Guangzhou - Contact Phone: 020-34631836 [6][7]

证券代码：603535 证券简称：嘉诚国际 公告编号：2025-036 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 关于"嘉诚转债"的付息公告 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： 广州市嘉诚国际物流股份有限公司（以下简称"公司"）于2022年9月1日发 行的可转换公司债券（以下简称"嘉诚转债"）将于2025年8月29日开始支付自2024 年9月1日至2025年8月31日期间的利息。根据公司《广州市嘉诚国际物流股份有 限公司公开发行可转换公司债券募集说明书》有关条款的规定，现将有关事项公 告如下： 一、可转债发行上市概况 （一）债券名称：广州市嘉诚国际物流股份有限公司可转换公司债券 "嘉诚转债"付息债权登记日：2025年8月29日 "嘉诚转债"除息日：2025年9月1日 "嘉诚转债"兑息日：2025年9月1日 （二）债券简称：嘉诚转债 （三）债券代码：113656 （四）债券类型：可转换为公司 A 股股票的可转换公司债券 （五）发行规模和数量：8.00 亿元人民币 ...

Core Viewpoint - The announcement details the non-public issuance of shares by Guangzhou Jiacheng International Logistics Co., Ltd., including the listing of restricted shares and changes in the company's total share capital over the years [2][4][9]. Group 1: Non-Public Issuance and Share Listing - The non-public issuance involves 33,223,626 shares, which will be listed for circulation on August 26, 2025 [2][4]. - The company completed a non-public issuance of 10,460,576 shares on September 6, 2021, with a lock-up period of 18 months for certain shareholders [2][3]. - The total share capital increased from 150,400,000 shares to 160,860,576 shares after the 2021 issuance [2][3]. Group 2: Changes in Share Capital - By the end of 2022, the total share capital rose to 233,248,570 shares due to a profit distribution plan and conversion of convertible bonds [3]. - In 2024, the total share capital further increased to 345,211,371 shares following another profit distribution and bond conversions [3][4]. - As of 2025, the total share capital reached 510,912,924 shares after a profit distribution plan that involved a capital increase of 165,701,489 shares [4]. Group 3: Shareholder Commitments and Restrictions - Shareholders who participated in the non-public issuance are subject to a lock-up period of 18 months, during which they cannot transfer their shares [5]. - The announcement confirms that there are no violations of the lock-up commitments by the shareholders as of the date of the announcement [5]. - The shareholders, who are also company directors, are limited to selling no more than 25% of their shares annually while in office [5][6].

（编辑 楚丽君） 证券日报网讯 8月20日晚间，嘉诚国际发布公告称，本次股票上市类型为非公开发行股份；股票认购方 式为网下，上市股数为33，223，626股。本次股票上市流通总数为33，223，626股。本次股票上市流通 日期为2025年8月26日。 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of 嘉诚国际 (Jiacheng International) in the logistics industry, noting its stock price increase and financial metrics [1][2] - As of August 20, 嘉诚国际's closing stock price was 12.45 yuan, reflecting a 1.80% increase, with a rolling PE ratio of 31.53 times and a total market capitalization of 6.361 billion yuan [1] - The average PE ratio for the logistics industry is 26.29 times, with a median of 29.83 times, positioning 嘉诚国际 at the 33rd rank within the industry [1][2] Group 2 - For the first quarter of 2025, 嘉诚国际 reported an operating revenue of 284 million yuan, a year-on-year decrease of 2.44%, and a net profit of 62.4691 million yuan, down 4.47% year-on-year, with a gross profit margin of 38.76% [2] - The company serves manufacturing clients by providing customized logistics solutions and integrated supply chain services, utilizing automated logistics equipment and advanced logistics information management systems [1] - 嘉诚国际 has developed numerous patented logistics tools and systems, successfully implementing technologies such as TMS, WMS, and RFID [1]

| 证券代码：603535 | 证券简称：嘉诚国际 | 公告编号：2025-034 | | --- | --- | --- | | 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 一、本次限售股上市类型 2021 年 7 月 5 日，经中国证券监督管理委员会《关于核准广州市嘉诚国际物 流股份有限公司非公开发行股票的批复》（证监许可[2021]2202 号）核准，广州市 嘉诚国际物流股份有限公司（以下简称"公司"），已于 2021 年 9 月 6 日完成非公 开发行人民币普通股 10,460,576 股，其中段容文、黄艳婷和黄平的认购数量分别 为 827,478 股、6,135,831 股和 3,497,267 股，所认购股份的限售期为自本次非公 开发行结束之日起 18 个月，发行完成后，公司总股本增加至 160,860,576 股。 2023 年 3 月 6 日起，该部分非公开发行股份限售期已期满，基于对公司发展 价值的认可，上述三位股东未提出办理解除限售的申请。 二、本次限售股形成后至今公司股本数量变化情况 公司 2021 年非公开发行 A 股完成后，公司股本由 15 ...

国泰海通证券股份有限公司 （二）本次限售股形成后至今股份数量变化情况 关于广州市嘉诚国际股份有限公司 非公开发行限售股上市流通事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"、"保荐机构"）作为 广州市嘉诚国际物流股份有限公司（以下简称"嘉诚国际"、"公司"）持续督 导的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所股票 上市规则》等有关规定，对公司非公开发行限售股份解除限售事项进行核查，具 体情况如下： 一、本次解除限售股份的基本情况 （一）本次解除限售股份取得的基本情况 2021 年 7 月 5 日，经中国证券监督管理委员会《关于核准广州市嘉诚国际 物流股份有限公司非公开发行股票的批复》（证监许可[2021]2202 号）核准，公 司已于 2021 年 9 月 6 日完成非公开发行人民币普通股 10,460,576 股，其中段容 文、黄艳婷和黄平的认购数量分别为 827,478 股、6,135,831 股和 3,497,267 股， 所认购股份的限售期为自该次非公开发行结束之日起 18 个月，发行完成后，公 司总股本增加至 160,860,576 股。 2023 年 3 月 ...

| 证券代码：603535 | 证券简称：嘉诚国际 公告编号：2025-035 | | --- | --- | | 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 关于签订募集资金专户存储三方监管协议的公告 本公司及董事会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 根据 2025 年 4 月 22 日召开广州市嘉诚国际物流股份有限公司（以下简称"公 司"）2025 年第一次临时股东大会及 2025 年第一次债券持有人会议审议通过， 鉴于原募投项目跨境电商智慧物流中心及配套建设已结项，为保证募集资金规范 使用、提高募集资金使用效率，将该项目剩余募集资金 23,988.82 万元变更调整 用于"自贸港云智国际分拨中心"项目。公司将继续对变更后募集资金进行专户 存储管理。 一、 《募集资金专户存储三方监管协议》的签订情况和募集资金专户的开立情 况 为规范募集资金管理，保护中小投资者的权益，根据中国证监会《上市公司 募集资金监管规则》（2025 年）、《上海证券交易所上市公司自律监管指引第 1 号 ——规范运 ...