Core Viewpoint - The company, 嘉诚国际 (603535.SH), has successfully won a contract for smart warehouse operation services in East China for a well-known cross-border e-commerce platform, which is expected to enhance the company's performance and deepen its partnership with the platform [1] Summary by Relevant Categories Contract Details - The contract amount is anticipated to exceed 10% of the company's audited net profit from the previous year when calculated on a full-year basis [1] Strategic Implications - This project marks a continuation of the collaboration between the company and the client, reflecting the client's recognition of the company's integrated service capabilities [1] Market Positioning - The project aims to expand the company's high-value-added service boundaries, indicating a strategic move to enhance its market position within the logistics and e-commerce sectors [1]

嘉诚国际近日发布公告称，公司3322.36万股限售股份将于2025年8月26日上市流通。此次解禁股份为非 公开发行股份，占解禁前流通股本的6.96%。 公开资料显示，嘉诚国际主要从事综合物流服务业务。此次限售股解禁是公司正常股份流通安排的一部 分。投资者需关注相关股份解禁后可能带来的市场影响。 值得注意的是，此次解禁股份占公司流通股本比例相对较小，为6.96%。市场分析人士指出，限售股解 禁是资本市场正常现象，投资者应理性看待。 根据公告披露，本次解禁股份数量为3322.3626万股，实际解禁数量与计划解禁数量一致。该部分股份 通过网下方式认购获得，解禁后将全部转为流通股。 ...

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 ...

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 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： ? "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 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 （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，800 万张。 ...

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 ...