中谷物流今年以来股价涨28.19%，近5个交易日涨5.87%，近20日涨8.86%，近60日涨21.58%。 资料显示，上海中谷物流股份有限公司位于上海市浦东新区民生路1188号18楼，成立日期2010年3月5 日，上市日期2020年9月25日，公司主营业务涉及集装箱物流服务。主营业务收入构成为：物流服务 100.00%。 9月10日，中谷物流盘中上涨2.03%，截至09:49，报11.55元/股，成交4034.75万元，换手率0.17%，总市 值242.56亿元。 中谷物流所属申万行业为：交通运输-航运港口-航运。所属概念板块包括：高派息、一带一路、基金重 仓、融资融券、中盘等。 资金流向方面，主力资金净流出16.30万元，大单买入637.04万元，占比15.79%，卖出653.34万元，占比 16.19%。 截至6月30日，中谷物流股东户数2.74万，较上期增加32.52%；人均流通股76636股，较上期减少 24.54%。2025年1月-6月，中谷物流实现营业收入53.38亿元，同比减少6.99%；归母净利润10.72亿元， 同比增长41.59%。 分红方面，中谷物流A股上市后累计派现72.24亿元。近 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The report highlights that foreign trade profits have been realized, and there is a focus on the company's dividend attributes [6] - The company achieved a revenue of 5.338 billion yuan in the first half of 2025, a year-on-year decrease of 6.99%, with a net profit attributable to shareholders of 1.072 billion yuan, a year-on-year increase of 41.59% [9] - The company's strategy of coordinating domestic and foreign trade is expected to support profit growth, driven by demand recovery in domestic trade and favorable conditions in foreign trade [9] Financial Performance Summary - Revenue forecast for 2023 to 2027 shows a decline from 12.439 billion yuan in 2023 to 10.974 billion yuan in 2027, with a projected growth rate of -12.46% in 2023 and a slight recovery in subsequent years [8] - Net profit attributable to shareholders is expected to grow from 1.717 billion yuan in 2023 to 2.240 billion yuan in 2027, with a year-on-year growth rate of 11.25% in 2025 [8] - Earnings per share (EPS) is projected to increase from 0.82 yuan in 2023 to 1.07 yuan in 2027 [8] Dividend Policy - The company plans to distribute a dividend of 9.03 billion yuan in the first half of 2025, which is 84.27% of the net profit for that period [9]

上海中谷物流股份有限公司 2025 年第一次临时股东大会会议资料 （一）现场股东大会 603565 中国·上海 二〇二五年九月 上海中谷物流股份有限公司 2025 年第一次临时股东大会会议议程 一、会议时间、地点 日期、时间：2025 年 9 月 15 日（星期一）下午 14:30 地点：上海市浦东新区民生路 1188 号 18 楼会议室 （二）网络投票 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：2025 年 9 月 15 日至 2025 年 9 月 15 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东 大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票 平台的投票时间为股东大会召开当日的 9:15-15:00。 二、会议召集人 上海中谷物流股份有限公司董事会 三、会议表决方式 现场投票和网络投票相结合 四、会议内容 （三）主持人宣布提交本次会议审议的议案 （十一）主持人宣布股东大会结束 五、会议其他事项 （一）表决采用记名投票方式，按照持股数确定表决权。各位股东及股东代表 需要在表决票上签名。 （ ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [5] Core Views - The company reported a revenue of 5.338 billion yuan for the first half of 2025, a year-on-year decrease of 6.99%, while the net profit attributable to shareholders was 1.072 billion yuan, an increase of 41.59% [1] - The company has a high interim dividend payout ratio of 84.3%, reflecting its strong cash cow characteristics, with a proposed cash dividend of 4.30 yuan per 10 shares, totaling 903 million yuan [3] - The outlook for the second half of 2025 is positive, with expectations for both domestic and foreign trade businesses to maintain good performance due to economic recovery and limited new capacity in the industry [4] Summary by Sections Operating Performance - In Q2 2025, the company achieved a revenue of 2.77 billion yuan, a decrease of 6.25% year-on-year, and a net profit of 525 million yuan, an increase of 42.5%, slightly exceeding the profit expectation of 500 million yuan [1] Business Segments - The decline in revenue was primarily due to market fluctuations and a reduction in domestic shipping capacity, while profit growth was driven by increased contributions from foreign trade leasing, improved domestic freight rates, and effective cost control [2] Dividend Policy - The company has a strong cash reserve of 12.354 billion yuan, supporting its high dividend distribution capability, continuing a tradition of high dividends with a payout ratio of 90.39% in 2024 [3] Profit Forecast - The forecast for net profit attributable to shareholders for 2025-2027 is projected to be 2.01 billion, 2.10 billion, and 2.22 billion yuan respectively, indicating a positive outlook for profitability [5]

东兴证券研报指出，中谷物流上半年实现归母净利润10.72亿元，同比增长41.59%。上半年业绩略超预 期，外贸租船持续景气。盈利增长主要系报告期内贸运价上涨及外贸运力投放增加。由于将部分运力调 整至利润率更高的外贸租船业务，公司上半年毛利率由去年同期的12.6%提升至23.4%，毛利率大幅增 长，带动盈利快速提升。认为公司的高分红政策是可持续的，若今年全年按照85%左右的分红比例计 算，以25年预期盈利计算，股息率高达7.8%，具备较强吸引力，维持公司"推荐"评级。 ...

丨证券研究报告丨 公司研究丨点评报告丨中谷物流（603565.SH） [Table_Title] 外租船景气持续兑现，首提中期分红 报告要点 [Table_Summary] 二季度，公司实现营业收入 27.7 亿元，同比-6.3%；归母净利润 5.2 亿元，同比+42.5%；扣非 后归母净利润 3.8 亿元，同比+172.9%。行业方面，外贸支线船维持高景气，对内贸运力虹吸 效应明显；得益于次，内贸供给收紧，供需及运价改善。二季度，公司内贸运力减少影响营收 规模，但盈利能力更优。展望四季度，内贸集运旺季可期，释放业绩弹性。此外，2025 年中报 公司首提中期分红，派息率 84.3%，年化股息率 8.2%，持续回报股东，重申"买入"评级。 分析师及联系人 [Table_Author] 韩轶超 SAC：S0490512020001 SFC：BQK468 事件评论 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 中谷物流（603565.SH） cjzqdt11111 [Table_Title2] 外租船景气持续兑现，首提中期分红 [Table_Summary2] 事件 ...

证券之星消息，9月2日航运港口板块较上一交易日上涨0.3%，南 京 港领涨。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002040 | 南京港 | 10.03 | 3.62% | 30.02万 | | 3.01亿 | | 833171 | 国航证注 | 10.61 | 2.61% | 25.61万 | | 2.78亿 | | 600798 | 宁波海运 | 4.01 | 2.56% | 58.76万 | | 2.37亿 | | 601022 | 宁波远洋 | 9.88 | 2.49% | 51.39万 | | 5.16亿 | | 603162 | 海通发展 | 66'8 | 2.28% | 12.87万 | | 1.15亿 | | 601326 | 秦港股份 | 3.48 | 2.05% | 38.54万 | | 1.33亿 | | 601298 ...

2025年8月30日，中谷物流(603565.SH)发布2025年中报。 公司营业总收入为53.38亿元，在已披露的同业公司中排名第14。归母净利润为10.72亿元，在已披露的 同业公司中排名第8，较去年同报告期归母净利润增加3.15亿元，同比较去年同期上涨41.59%。经营活 动现金净流入为12.80亿元，在已披露的同业公司中排名第13，较去年同报告期经营活动现金净流入增 加3.01亿元，同比较去年同期上涨30.80%。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 中谷海运集团有限公司 | 57.46% | | | 宁波谷洋投资管理合伙企业(有限合伙) | 7.01% | | WN | 招商银行股份有限公司-上证红利交易型开放式指数证券投资基金 | 2.17% | | 4 | 国投证券股份有限公司 | 1.39% | | રે | 上海美顿投资管理有限公司 | 1.22% | | 6 | 东兴证券股份有限公司 | 1.12% | | 7 | 山东港口投资控股有限公司 | 0.93% | | 8 | 香港中央结算有限公司 | 0.92% | | 9 | 天津港 ...

Group 1: Industry Overview - The oil shipping sector is currently undervalued, with companies showing resilience and dividend support, suggesting a focus on left-side opportunities and seasonal demand improvements [1] - Recent shipping price updates indicate a rebound in container shipping rates for the US routes, while European routes have declined. The SCFI index shows a week-on-week change of +17.0% for US routes and -11.2% for European routes [2] - The dry bulk shipping market has seen a strong recent increase in freight rates, with the BDI index up by 7.0% week-on-week, indicating potential demand improvements [2] Group 2: Company Focus - Companies such as COSCO Shipping Energy (中远海能), China Merchants Energy Shipping (招商轮船), and China Merchants Jinling (招商南油) are highlighted as key players to watch due to their potential for growth and dividend yields [1] - High-dividend private enterprises like Seaspan (海丰国际) and Zhonggu Logistics (中谷物流) are recommended for their short-term and long-term value propositions, particularly during the peak season in the second half of the year [1] - The small container ship supply in the Asian region is expected to remain tight, with only a 1-2% annual increase in supply over the next three years, while the proportion of older ships (over 25 years) is at 11.2% [3] Group 3: Market Dynamics - The average capacity of vessels in the Asian region is concentrated in larger global operators, with the top ten companies holding about 70% of the capacity share, indicating a high chartering ratio [3] - The deployment of vessels in Asia is primarily focused on larger ships (3,000 TEU and above), which creates a competitive landscape with companies like Seaspan focusing on smaller vessels for regional routes [3]

证券之星消息，9月1日航运港口板块较上一交易日上涨0.24%，中谷物流领涨。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603565 | 中含物流 | 11.17 | 6.69% | 50.74万 | | 5.63亿 | | 600026 | 中远海能 | 10.65 | 2.90% | 75.55万 | | 8.04亿 | | 600428 | 中远海特 | 6.85 | 2.54% | 64.67万 | | 4.40亿 | | 601872 | 招商轮船 | 6.65 | 2.47% | 85.23万 | | 5.67亿 | | 601298 | 黄岛瓶 | 8.67 | 2.00% | 40.86万 | | 3.54亿 | | 000582 | 北部湾港 | 8.57 | 1.90% | 32.30万 | | 2.76亿 | | 001205 ...