Core Viewpoint - *ST Songfa has signed a contract with Zhonggu Logistics for the construction of 4+2 units of 6000 TEU container ships, with a total contract value of approximately 3.4 billion to 4 billion RMB, which is expected to positively impact the company's future performance [1] Group 1: Contract Details - The contract includes 4 confirmed ships and 2 optional ships, with payments made in RMB based on the progress of performance [1] - The delivery of the ships is scheduled to occur sequentially in 2028 [1] Group 2: Financial Impact - The contract is anticipated to enhance the company's medium to long-term market competitiveness and profitability [1] - Zhonggu Logistics, the counterparty, reported a revenue of 11.258 billion RMB and a net profit of 1.835 billion RMB for the fiscal year 2024, and for the first three quarters of 2025, it reported a revenue of 7.898 billion RMB and a net profit of 1.410 billion RMB [1] Group 3: Strategic Importance - The normal execution of the contract is expected to further consolidate the company's competitive advantage in the market [1]

Core Viewpoint - *ST Songfa has signed a contract with Zhonggu Logistics for the construction of 4+2 6000 TEU container ships, with a total contract value of approximately 3.4 billion to 4 billion RMB, which is expected to positively impact the company's future performance [1] Group 1: Contract Details - The contract includes 4 confirmed ships and 2 optional ships, with payments made in RMB based on the progress of performance [1] - The delivery of the ships is scheduled to occur sequentially in 2028 [1] Group 2: Financial Impact - The contract is anticipated to enhance the company's medium to long-term market competitiveness and profitability [1] - Zhonggu Logistics, the counterparty, reported a revenue of 11.258 billion RMB and a net profit of 1.835 billion RMB for the fiscal year 2024, and for the first three quarters of 2025, it reported a revenue of 7.898 billion RMB and a net profit of 1.41 billion RMB [1] Group 3: Strategic Implications - The normal execution of the contract is expected to further consolidate the company's competitive advantage in the market [1]

Core Viewpoint - The company has signed a contract for the construction of 4+2 container ships, which is expected to positively impact its future performance and market competitiveness [3][7]. Group 1: Contract Details - The contract involves the construction of 4 confirmed 6000 TEU container ships and 2 optional ships [3]. - The total contract value is approximately 34-40 billion RMB, which exceeds 50% of the company's audited revenue from the previous fiscal year [3]. - The contract duration extends from signing to ship delivery, with payments made in RMB based on progress [4]. Group 2: Counterparty Information - The counterparty is Shanghai Zhonggu Logistics Co., Ltd., established in 2010, with a registered capital of approximately 2.1 billion RMB [4][5]. - Zhonggu Logistics operates in the container logistics industry and is listed on the Shanghai Stock Exchange [5]. - In 2024, Zhonggu Logistics reported revenues of 11.258 billion RMB and a net profit of 1.835 billion RMB [5][6]. Group 3: Impact on the Company - The execution of this contract is anticipated to enhance the company's long-term market competitiveness and profitability [7]. - The contract does not constitute a related party transaction, ensuring the company's business independence remains intact [7]. - Revenue recognition from this contract will be aligned with accounting standards based on the contract's execution [7].

Group 1 - The company plans to sign a contract with Henglai Shipbuilding (Dalian) Co., Ltd. for the construction of 4+2 vessels of 6,000 TEU container ships, with a total contract amount not exceeding 3.48 billion RMB or equivalent in USD (excluding tax), where 4 vessels are confirmed and 2 are optional [1][4] - The investment aims to optimize the company's fleet structure, expand fleet size, and enhance competitiveness in the container shipping sector, aligning with the company's strategic planning [4][5] - The funding sources for the investment include the company's own funds and self-raised funds [4] Group 2 - The transaction does not constitute a related party transaction and does not reach the threshold for shareholder meeting approval [2][8] - The implementation of the investment may involve overseas investment matters, which require filing with relevant national authorities [3][4] - The investment is expected to enhance the company's profitability and sustainable development capabilities, creating greater value for shareholders without adversely affecting the company's financial status or main business operations [5]

Core Insights - The shipping and port sector experienced a rise of 0.59% on January 28, with Haitong Development leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Haitong Development (603162) closed at 13.05, up 4.82% with a trading volume of 252,400 shares and a transaction value of 328 million yuan [1] - Qingdao Port (601298) closed at 9.47, up 2.82% with a trading volume of 403,500 shares and a transaction value of 381 million yuan [1] - Qin Port Co. (601326) closed at 3.63, up 2.54% with a trading volume of 472,100 shares and a transaction value of 170 million yuan [1] - Liaoning Port Co. (601880) closed at 1.69, up 2.42% with a trading volume of 1,938,200 shares and a transaction value of 326 million yuan [1] - Ningbo Shipping (600798) closed at 3.84, up 2.13% with a trading volume of 635,100 shares and a transaction value of 243 million yuan [1] Capital Flow - The shipping and port sector saw a net outflow of 476 million yuan from institutional investors, while retail investors contributed a net inflow of 88.99 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2][3] Individual Stock Capital Flow - Zhonggu Logistics (603565) experienced a net outflow of 41.62 million yuan from institutional investors, while retail investors had a net outflow of 11.08 million yuan [3] - Liaoning Port Co. (601880) saw a net inflow of 34.01 million yuan from institutional investors, indicating strong interest [3] - Haitong Development (603162) had a net inflow of 22.27 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3]

证券代码：603565 证券简称：中谷物流 公告编号：2026-001 关于投资建造 4+2 艘 6,000TEU 集装箱船舶的公告 公司 2026 年 1 月 28 日召开的第四届董事会第十次会议全票通过了《关于投 资建造 4+2 艘 6,000TEU 集装箱船舶的议案》。本次交易金额未达到股东会审议标 准，无需提交股东会审议。本次交易具体实施可能涉及公司境外投资事项，尚需 在国家相关部门备案。 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法律责任。 重要内容提示： 上海中谷物流股份有限公司（以下简称"公司"）或其子公司拟与恒力 造船（大连）有限公司签订 4+2 艘 6,000TEU 集装箱船舶建造合同，合同总金额 不超过 34.8 亿人民币或等值美元（不含税），其中 4 艘为确定船，2 艘为买方选 择权船。 公司董事会授权公司经营管理层及相关职能部门签署相关合同等与拟建造 船舶相关事宜。本次投资建造船舶的资金来源包括但不限于公司自有资金、自筹 本次交易不构成关联交易。 本次交易不构成重大资产重组。 本次交易金额未达到股东会审议标准 ...

Core Viewpoint - The company aims to enhance its competitiveness and profitability by expanding its fleet with the construction of 4+2 units of 6,000 TEU container ships, with a total contract value not exceeding 3.48 billion RMB or equivalent in USD [1] Group 1: Investment and Fleet Expansion - The company plans to sign a shipbuilding contract with Hengli Shipbuilding (Dalian) Co., Ltd. for the construction of 4 confirmed ships and 2 optional ships [1] - This investment is part of the company's strategy to build a high-efficiency and competitive container shipping fleet [1] Group 2: Financial Impact and Strategic Alignment - The investment in shipbuilding is expected to enhance the company's profitability and sustainable development capabilities, ultimately creating greater value for shareholders [1] - The company asserts that this investment will not have a significant adverse impact on its financial condition, main business, or ongoing operational capabilities [1]

Core Viewpoint - Zhonggu Logistics (603565.SH) aims to optimize its fleet structure and expand its fleet size by signing a contract for the construction of 4+2 units of 6,000 TEU container ships with Hengli Shipbuilding (Dalian) Co., Ltd, with a total contract value not exceeding 3.48 billion RMB or equivalent in USD [1] Group 1 - The investment in shipbuilding is intended to create a highly economical and competitive container shipping fleet, enhancing the company's competitiveness and profitability [1] - The investment aligns with the company's future strategic planning and aims to create greater value for shareholders [1] - The shipbuilding investment will not have a significant adverse impact on the company's financial status, main business, or ongoing operational capabilities [1]

Core Viewpoint - The company plans to sign a contract with Hengli Shipbuilding (Dalian) Co., Ltd. for the construction of 4+2 units of 6,000 TEU container ships, with a total amount not exceeding 3.48 billion yuan (excluding tax) [1] Group 1 - The contract includes 4 confirmed ships and 2 optional ships [1] - The transaction does not constitute a related party transaction or a major asset reorganization and does not meet the standards for shareholder meeting review [1] - Funding for the project will come from the company's own resources and other financing [1] Group 2 - The board of directors approved the proposal on January 28, 2026, and any overseas investment will require filing with relevant national authorities, indicating some level of uncertainty [1]

Core Viewpoint - The shipping and port sector experienced a rise of 1.07% on January 19, with Xiamen Port leading the gains, while the Shanghai Composite Index closed at 4114.0, up 0.29% [1]. Group 1: Stock Performance - Xiamen Port (000905) closed at 13.60, up 5.59% with a trading volume of 510,700 shares and a transaction value of 690 million [1]. - COSCO Shipping Energy (600026) closed at 14.57, up 3.85% with a trading volume of 506,900 shares and a transaction value of 737 million [1]. - Strait Holdings (002320) closed at 11.08, up 3.84% with a trading volume of 610,700 shares and a transaction value of 673 million [1]. - China Merchants South Oil (601975) closed at 3.33, up 2.78% with a trading volume of 1,418,400 shares and a transaction value of 469 million [1]. - Haitong Development (603162) closed at 12.60, up 2.69% with a trading volume of 139,900 shares and a transaction value of 177 million [1]. Group 2: Capital Flow - The shipping and port sector saw a net inflow of 176 million from institutional investors, while retail investors experienced a net outflow of 1.08 billion [2]. - Major stocks like COSCO Shipping Energy and Strait Holdings attracted significant net inflows of 78.63 million and 58.81 million respectively from institutional investors [3]. - Conversely, retail investors withdrew 38.70 million from COSCO Shipping Energy and 56.58 million from Strait Holdings, indicating a divergence in investor sentiment [3].