Changjiu Logistics(603569)
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长久系喜忧参半
Bei Jing Shang Bao· 2025-08-31 15:55
Core Viewpoint - The financial performance of the two listed companies under the "Changjiu" brand, Changjiu Logistics and Changjiu Holdings, shows a significant divergence in their half-year results for 2025, with Changjiu Logistics experiencing a substantial decline in net profit while Changjiu Holdings reported growth [1][5]. Financial Performance Summary - Changjiu Logistics reported a revenue of approximately 2.326 billion yuan for the first half of 2025, representing a year-on-year increase of 27.54%. However, the net profit was approximately 10.17 million yuan, a decrease of 80.66% compared to the previous year [5][6]. - In contrast, Changjiu Holdings achieved a revenue of approximately 697 million yuan in the same period, marking a year-on-year growth of 106.6%. The net profit for Changjiu Holdings was approximately 66.9 million yuan, up from 57.33 million yuan in the previous year [5][6]. Research and Development Investment - Both companies increased their research and development (R&D) expenditures in the first half of 2025. Changjiu Logistics reported R&D expenses of approximately 5.65 million yuan, a significant increase of 215.22% year-on-year, attributed to increased capitalized R&D spending [9][10]. - Changjiu Holdings also raised its R&D spending from 8.65 million yuan to 10.97 million yuan, reflecting a year-on-year increase of 26.4%, driven by rising employee costs and an increase in staff numbers [9][10]. Business Overview - Changjiu Logistics, established in 2003, focuses on providing comprehensive logistics solutions for the automotive industry, with a core business in automotive logistics. The company has been expanding into new business areas, including energy storage products and integrated services for hazardous materials transportation [5][7]. - Changjiu Holdings, founded in 2021 and listed on the Hong Kong Stock Exchange in 2024, offers services such as pledged vehicle monitoring and automotive dealer operation management. The company reported strong performance in its first year of operations, with both revenue and net profit increasing [10][11].
“喜忧参半”的长久系
Bei Jing Shang Bao· 2025-08-31 13:42
Core Viewpoint - The financial performance of the two listed companies under the "Changjiu" brand, Changjiu Logistics and Changjiu Holdings, has shown a divergence in the first half of 2025, with Changjiu Logistics experiencing a significant decline in net profit while Changjiu Holdings reported growth [2][4]. Financial Performance Summary - Changjiu Logistics reported a revenue of approximately 2.33 billion yuan in the first half of 2025, representing a year-on-year increase of 27.54%. However, the net profit attributable to shareholders was approximately 10.17 million yuan, a decrease of 80.66% compared to the previous year [4][5]. - In contrast, Changjiu Holdings achieved a revenue of approximately 697 million yuan in the same period, marking a substantial year-on-year growth of 106.6%. The net profit attributable to shareholders was approximately 66.9 million yuan, up from 57.3 million yuan in the previous year [4][10]. R&D and Marketing Expenditure - Both companies have increased their R&D investments significantly. Changjiu Logistics reported R&D expenses of approximately 5.65 million yuan, a remarkable increase of 215.22% year-on-year, attributed to increased capitalized R&D expenditures [8]. - Changjiu Holdings also raised its R&D spending from 8.65 million yuan to 10.97 million yuan, reflecting a year-on-year growth of 26.4%, driven by rising employee costs and an increase in staff numbers [8][9]. Business Overview - Changjiu Logistics, established in 2003, focuses on providing comprehensive logistics solutions for the automotive industry, with a core business in automotive logistics. The company has been expanding into new business areas such as energy storage products and integrated services for hazardous materials transportation [4][5]. - Changjiu Holdings, founded in 2021 and listed on the Hong Kong Stock Exchange in 2024, offers services including collateral vehicle monitoring and automotive dealer operation management. The company has shown strong performance since its inception, with significant revenue and profit growth [9][10].
长久物流:公司财务总监靳婷辞职
Mei Ri Jing Ji Xin Wen· 2025-08-29 18:36
每经头条(nbdtoutiao)——近120个品牌、1600辆车逐鹿西南!下半年国内首个A级车展开幕:新能 源"第三极"将改写车市格局 (记者 张明双) 每经AI快讯,长久物流(SH 603569,收盘价:9.36元)8月30日发布公告称,靳婷女士因个人原因申请 辞去公司财务总监职务。辞职后,靳婷女士将不再担任公司任何职务。为确保公司财务工作和信息披露 工作的正常开展,经公司审计委员会同意,同意指定公司总经理闫超先生代行财务总监职责,自本次董 事会审议通过之日起至公司聘任财务总监之日止。 2024年1至12月份,长久物流的营业收入构成为:物流运输占比99.47%,其他业务占比0.53%。 ...
2025年第9期:“申万宏源十大金股组合”
Shenwan Hongyuan Securities· 2025-08-29 14:13
Group 1 - The report indicates that the market is in a bullish atmosphere, with conditions for a bull market gradually being established due to cyclical improvements in fundamentals and the potential initiation of incremental capital circulation [6][14]. - The previous gold stock combination from August 1 to August 29, 2025, achieved a return of 12.33%, outperforming the Shanghai Composite Index and the CSI 300 Index by 5.23 and 2.87 percentage points, respectively [6][15]. - The report highlights a cumulative increase of 374.99% for the gold stock combination since its inception on March 28, 2017, with the A-share combination rising by 297.73% [6][15]. Group 2 - The recommended investment strategy focuses on breakthroughs in domestic technology chains and advanced manufacturing, emphasizing sectors with high global market share and the "anti-involution" trend [6][14]. - The report suggests that the "iron triangle" stocks, which include Zhuhai Guanyu, Luxi Chemical, and Tianzhun Technology, are key picks due to their strong growth prospects and market positioning [6][17]. - Other recommended stocks include Anfu Technology, Changjiu Logistics, China Shipbuilding, Zhongshan Public Utilities, Alibaba-W (Hong Kong), Greentown China (Hong Kong), and Fourth Paradigm (Hong Kong) [6][17][18]. Group 3 - Zhuhai Guanyu is noted for its high growth in consumer battery sales and technological advantages in steel shell and silicon-carbon batteries, with significant revenue and profit improvements expected [6][17][20]. - Luxi Chemical is benefiting from a recovery in market conditions and improvements in supply-demand dynamics for caprolactam and organosilicon, with ongoing project developments enhancing long-term growth potential [6][17][20]. - Tianzhun Technology is recognized as a partner of NVIDIA's Jetson Thor platform, with growth in humanoid robot controller business and deep collaborations with leading humanoid robot clients [6][17][20].
长久物流:公司财务总监辞职
Zheng Quan Ri Bao Wang· 2025-08-29 13:46
证券日报网讯8月29日晚间,长久物流(603569)发布公告称,公司董事会于近日收到公司财务总监靳 婷女士的辞职报告,靳婷女士因个人原因申请辞去公司财务总监职务。辞职后,靳婷女士将不再担任公 司任何职务。 ...
长久物流:财务总监靳婷因个人原因辞职
Xin Lang Cai Jing· 2025-08-29 12:16
Core Viewpoint - The company announced the resignation of its Chief Financial Officer, Ms. Jin Ting, due to personal reasons, and the General Manager, Mr. Yan Chao, will temporarily assume the CFO responsibilities until a new CFO is appointed [1] Group 1 - Ms. Jin Ting will no longer hold any position within the company following her resignation [1] - The company will promptly appoint a new CFO in accordance with relevant laws and regulations [1] - The company will fulfill its information disclosure obligations related to the appointment of a new CFO [1]
长久物流(603569) - 长久物流:第五届董事会第十四次会议决议公告
2025-08-29 12:11
北京长久物流股份有限公司(以下简称"公司")第五届董事会第十四次会 议于 2025 年 8 月 29 日以现场表决方式召开,董事会会议通知及相关文件已于 2025 年 8 月 26 日以书面通知加电话确认的方式通知全体董事。公司董事会现有 成员 7 名,出席会议的董事 7 名。会议召开符合《公司法》和本公司章程的有关 规定,合法有效。 二、董事会会议审议情况 证券代码:603569 证券简称:长久物流 公告编号:2025-050 北京长久物流股份有限公司 第五届董事会第十四次会议决议公告 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。 一、董事会会议召开情况 表决情况:赞成 7 票,反对 0 票,弃权 0 票 表决结果:审议通过 具体内容详见上海证券交易所网站同日公告的 2025-049 号公告。 特此公告 北京长久物流股份有限公司董事会 2025 年 8 月 30 日 1、审议通过《关于公司财务总监辞职暨总经理代行财务总监职责的议案》 表决情况:赞成 7 票,反对 0 票,弃权 0 票 表决结果:审议通过 上述议案已经 ...
长久物流: 长久物流:第五届董事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-08-29 11:44
证券代码:603569 证券简称:长久物流 公告编号:2025-050 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。 案》 表决情况:赞成 7 票,反对 0 票,弃权 0 票 表决结果:审议通过 一、董事会会议召开情况 北京长久物流股份有限公司(以下简称"公司")第五届董事会第十四次会 议于 2025 年 8 月 29 日以现场表决方式召开,董事会会议通知及相关文件已于 成员 7 名,出席会议的董事 7 名。会议召开符合《公司法》和本公司章程的有关 规定,合法有效。 二、董事会会议审议情况 表决情况:赞成 7 票,反对 0 票,弃权 0 票 表决结果:审议通过 上述议案已经公司董事会审计委员会审议通过,具体内容详见上海证券 交易所网站同日公告的 2025-048 号公告。 北京长久物流股份有限公司 第五届董事会第十四次会议决议公告 具体内容详见上海证券交易所网站同日公告的 2025-049 号公告。 特此公告 北京长久物流股份有限公司董事会 ...
长久物流(603569) - 长久物流:关于公司财务总监辞职暨总经理代行财务总监职责的公告
2025-08-29 11:25
证券代码:603569 证券简称:长久物流 公告编号:2025-048 北京长久物流股份有限公司 根据《中华人民共和国公司法》《公司章程》等有关规定,靳婷女士的辞职 报告自送达公司董事会之日起生效,其辞职不会影响公司正常生产经营,靳婷女 士将按公司相关规定做好交接工作。截至本公告披露日,靳婷女士未持有公司股 份,不存在未履行完毕的公开承诺。 二、关于总经理代行财务总监职责的事项 重要内容提示: 北京长久物流股份有限公司(以下简称"公司")董事会于近日收到公司财 务总监靳婷女士的辞职报告,靳婷女士因个人原因申请辞去公司财务总监职务。 辞职后,靳婷女士将不再担任公司任何职务。 一、高级管理人员离任情况 | | | | | | | | | | | | 是否继续 在上市公 | 具体 职务 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | | 离任时间 | | | 原定任期到期日 | | | | 离任原因 | 司及其控 | | 行完毕 | | | ...
长久物流(603569) - 长久物流:关于全资子公司土地及地上建筑物、附着物由政府收储的公告
2025-08-29 11:22
重要内容提示: 交易简要内容:北京长久物流股份有限公司(以下简称"公司")全 资子公司唐山长久物流有限公司(以下简称"唐山长久")与唐山海港经济开 发区土地收储交易中心签署了《国有土地使用权收储合同》,将其持有的合计 673.01 亩土地及地上建筑物、附着物进行收储处置,本次交易金额合计 15,488.36 万元。 证券代码:603569 证券简称:长久物流 公告编号:2025-049 北京长久物流股份有限公司 关于全资子公司土地及地上建筑物、附着物 由政府收储的公告 本公司董事会、全体董事及相关股东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。 本次交易不构成关联交易 本次交易不构成重大资产重组 本次交易已经公司第五届董事会第十四次会议审议通过,本次交易未 达到股东大会审议标准。公司已于同日完成合同签署并收到补偿款项。 一、交易概述 (一)本次交易的基本情况 1、本次交易概况 公司全资子公司唐山长久为提升资产运行效率,盘活存量资产,提高资金使 用效率,实现股东利益最大化,将自有土地及地上建筑物、附着物由唐山海港经 济开发区土地收储交易中心(以下简 ...