| 证券代码：603535 | 证券简称：嘉诚国际 | 公告编号：2025-028 | | --- | --- | --- | | 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 关于签订重要合同的公告 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： ●对公司的影响：将对公司业绩产生积极的影响，系公司为五大跨境电商平台的 跨境电商业务提供航空干线运输服务，并扩大为全球知名的五大跨境电商平台企 业提供服务业务的范围。 广州市嘉诚国际物流股份有限公司（以下简称"公司"、"乙方"）近日与世 界知名的电商平台及其供应商（以下简称"甲方"）签订了《航空干线运输服务 合同》，公司承接该电商平台国际空运业务等。现公告如下： 一、审议程序情况 本次合同金额在公司经营层审批的权限范围内，无需提交公司董事会及股东 大会审议。 根据《上海证券交易所股票上市规则（2025 年 4 月修订）》《上海证券交易 所上市公司自律监管指引第 1 号——规范运作（2025 年 5 月修订）》等相关法 ...

Core Viewpoint - The company has signed a two-year contract for air trunk transportation services with a world-renowned e-commerce platform and its suppliers, which is expected to generate significant annual revenue [1] Group 1: Contract Details - The contract type is air trunk transportation services with a duration of two years [1] - The expected annual revenue from the contract will exceed 500 million yuan [1] - The contract guarantees that the company's revenue will not be less than 500 million yuan for each contract year [1] Group 2: Financial Impact - The contract ensures that the service fee, after deducting the capital cost (annualized at 11%), will maintain a monthly comprehensive gross margin of no less than 3% [1] - This contract is anticipated to have a positive impact on the company's performance [1] Group 3: Strategic Partnerships - The contract will deepen the collaboration between the company and five major global cross-border e-commerce platforms [1]

Company Overview - Jiacheng International closed at 11.2 yuan on June 5, down 2.78%, with a rolling PE ratio of 28.36 times and a total market value of 5.722 billion yuan [1] - The company ranks 33rd in the logistics industry, which has an average PE ratio of 25.27 times and a median of 28.32 times [1][2] - As of March 31, 2025, Jiacheng International had 13,554 shareholders, an increase of 544 from the previous period, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] Business Operations - Jiacheng International specializes in providing customized logistics solutions and integrated supply chain services for manufacturing clients [1] - The company utilizes automated logistics equipment and advanced logistics information management systems to offer personalized global logistics solutions, particularly for cross-border e-commerce businesses [1] - Services include smart warehousing, handling, packaging, transportation, collaborative distribution, processing, and logistics information transmission, supported by proprietary logistics equipment and technology [1] Financial Performance - In the first quarter of 2025, the company reported 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 [2] - The sales gross margin for the same period was 38.76% [2]

Core Viewpoint - The A-share logistics sector has shown strong fluctuations, with several companies experiencing significant stock price increases, indicating positive market sentiment in this industry [1] Company Summary - Longzhou Co., Ltd. has reached the daily limit increase in stock price [1] - Jiacheng International has also hit the daily limit increase [1] - Debon Holdings has seen its stock price reach the daily limit increase [1] - Baoshui Technology has achieved the daily limit increase in stock price [1] - New Ning Logistics has increased by over 9% [1] - Huapengfei and Changjiang Investment have both risen by over 4% [1]

Core Points - The stock price of Jiacheng International (603535) closed at 9.99 yuan on May 30, 2025, up 9.18% from the previous week [1] - The company has a total market capitalization of 5.104 billion yuan, ranking 21st in the logistics sector and 2835th in the A-share market [1] Company Announcements - Jiacheng International announced the public issuance of 800 million yuan in convertible bonds with a term of 6 years, issued at face value of 100 yuan each [1] - The bond interest rate increases annually from 0.30% in the first year to 3.00% in the sixth year [1] - For the fiscal year 2024, the company reported a revenue of 1.345 billion yuan, a year-on-year increase of 9.83%, and a net profit attributable to shareholders of 205.45 million yuan, up 31.20% year-on-year [1] - As of the end of 2024, total assets reached 4.736 billion yuan, an increase of 8.32% from the beginning of the year [1] - The raised funds will primarily be used for the construction of a cross-border e-commerce smart logistics center and to supplement working capital [1] - By December 31, 2024, 281.88 million yuan of the raised funds had been used for the logistics center project, and 230 million yuan for working capital [1] - The company has a long-term credit rating of AA- for both the issuer and the "Jiacheng Convertible Bonds," with a stable outlook [1] - The remaining raised funds of 239.89 million yuan will be redirected to the "Free Trade Port Cloud Intelligence International Distribution Center" project [1] - Due to profit distribution, the conversion price was adjusted from 22.98 yuan per share to 10.35 yuan per share [1]

Group 1 - The company Guangzhou Jiacheng International Logistics Co., Ltd. issued convertible bonds totaling RMB 800 million, with a maturity of 6 years and a net fundraising amount of RMB 793.8213 million after deducting issuance costs [1][17]. - The bonds have a face value of RMB 100 each, with an annual interest rate that increases from 0.30% in the first year to 3.00% in the sixth year [2][3]. - The initial conversion price for the bonds is set at RMB 22.98 per share, with provisions for adjustments based on various corporate actions [4][5]. Group 2 - The company operates in the logistics industry, providing customized logistics solutions and comprehensive supply chain services, particularly for manufacturing and e-commerce clients [17]. - The company has a registered capital of RMB 345,211,243 and was established on October 24, 2000, with its headquarters located in Guangzhou [17]. - The company’s main business includes international freight forwarding, warehousing, and supply chain management services, catering to both domestic and international markets [17]. Group 3 - The bonds are listed on the Shanghai Stock Exchange under the code "113656" and are subject to specific terms regarding interest payments, conversion rights, and redemption options [1][10]. - The company has established a fundraising management system to ensure that the raised funds are used according to the planned projects, including the "Cross-border E-commerce Smart Logistics Center" and "Free Trade Port Cloud Intelligence International Distribution Center" [17]. - The company has received a credit rating of AA- for both its corporate and bond ratings, indicating a stable outlook [17].

广州市嘉诚国际物流股份有限公司 可转换公司债券受托管理事务报告 证券代码：603535 证券简称：嘉诚国际 转债代码：113656 转债简称：嘉诚转债 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 受托管理事务报告 （2024年度） 债券受托管理人 （中国（上海）自由贸易试验区商城路 618 号） 二〇二五年五月 1 广州市嘉诚国际物流股份有限公司 可转换公司债券受托管理事务报告 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"） 《广州市嘉诚国际物流股份有限公司与国泰君安证券股份有限公司关于广州市 嘉诚国际物流股份有限公司公开发行 A 股可转换公司债券之债券受托管理协议》 （以下简称"《受托管理协议》"）《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》（以下简称"《募集说明书》"）《广州市嘉诚国际 物流股份有限公司 2024 年年度报告》等相关公开信息披露文件、第三方中介机 构出具的专业意见等，由本次债券受托管理人国泰海通证券股份有限公司（以 下简称"国泰海通"，国泰君安证券股份有限公司已更名为国泰海通证券股份有 限公司）编制。国泰海通对本报告中所包 ...

Group 1 - The launch of the "CAN-MIA" cargo route marks a significant upgrade in cross-border logistics between China and the US, enhancing operational capacity and efficiency [1][2] - The new route reduces transportation time by over 5 hours compared to traditional routes, significantly improving cargo arrival efficiency [2] - The collaboration between China Southern Airlines Logistics and airport logistics, along with efficient customs supervision, allows for cargo processing times to be compressed to under 3 hours [2] Group 2 - The "CAN-MIA" route addresses the current tight capacity of direct flights between China and the US, filling a market gap for direct air transport services to the US East Coast [2] - 嘉诚国际 (Jiacheng International) aims to continuously integrate resources and optimize capacity allocation to provide more reliable air logistics solutions for global customers [3] - The company is committed to enhancing the efficiency of cross-border logistics and simplifying global trade, contributing to the high-quality development of air logistics [3]

Market Performance - Pinduoduo concept stocks rose by 2.47%, ranking 8th in the concept sector's performance, with 34 stocks increasing in value [1] - Among the top gainers, Zhongyou Technology hit the daily limit with a 20% increase, while Jiacheng International, Huanlejia, and Yuanlong Yatu saw gains of 7.54%, 6.87%, and 5.54% respectively [1][5] - The stocks with the largest declines included Aiyingshi, Kaichun Co., and Xiaoxiong Electric, which fell by 2.04%, 1.47%, and 0.84% respectively [1] Concept Sector Overview - The top-performing concept sectors included Controlled Nuclear Fusion with a 5.14% increase, followed by E-sports at 3.30% and Superconducting Concept at 3.12% [2] - Conversely, sectors such as Generic Drug Consistency Evaluation and Monkeypox Concept experienced declines of 1.55% and 1.36% respectively [2] Capital Flow Analysis - The Pinduoduo concept sector saw a net inflow of 58 million yuan, with 15 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflow [2] - The stock with the highest net inflow was Kuaijingtong, which attracted 73.52 million yuan, followed by Zhidema and Zhongheng Electric with net inflows of 50.41 million yuan and 30.62 million yuan respectively [2][3] Stock-Specific Performance - Kuaijingtong led the Pinduoduo concept stocks with a 5.31% increase and a turnover rate of 18.82%, along with a net inflow of 73.52 million yuan [3] - Other notable performers included Zhidema with a 2.36% increase and a net inflow of 50.41 million yuan, and Jiacheng International with a 7.54% increase and a net inflow of 27.19 million yuan [3][4]

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： ●前次评级结果：公司主体信用等级为"AA-"，评级展望"稳定"；"嘉诚转债" 债项信用等级为"AA-"。 | 证券代码：603535 | 证券简称：嘉诚国际 | 公告编号：2025-027 | | --- | --- | --- | | 债券代码：113656 | 债券简称：嘉诚转债 | | 中证鹏元在对公司经营状况及行业相关情况进行综合分析与评估的基础上， 出具了《2022 年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 2025 年跟踪评级报告》（以下简称"跟踪评级报告"），评级结果如下：维持公司 主体信用等级为"AA-"，评级展望维持"稳定"；同时维持"嘉诚转债"债项信 用等级为"AA-"，本次评级结果较前次没有变化。本次跟踪评级报告详见上海证 券交易所网站（www.sse.com.cn）。 广州市嘉诚国际物流股份有限公司 关于"嘉诚转债"跟踪信用评级结果的公告 ●本次评级结果：公司主体信用等级为"AA-"，评级展望维持"稳定"；"嘉诚转 债 ...