Core Viewpoint - Long-term logistics company is facing profit pressure and a phase of decline due to industry violations and intensified market competition [1] Group 1: Profit Challenges - The company has experienced a certain level of profit pressure and a phase of decline in recent years due to the dual impact of unaddressed industry violations and ongoing market competition [1] Group 2: Strategic Focus for Improvement - The company plans to focus on two core directions to improve profitability: increasing market expansion efforts and deepening cooperation with core customers while exploring new business scenarios to further expand revenue [1] - The company aims to optimize its cost structure through refined management, focusing on cost reduction and efficiency improvement in areas such as capacity scheduling and operational efficiency to strive for a steady recovery in profit levels [1]

证券日报网讯 1月26日，长久物流在互动平台回答投资者提问时表示，公司的国际业务整合国际海运、 铁路、公路及空运等多元化运输方式，构建覆盖全球核心市场及新热点区域的综合物流服务体系，为客 户提供包括整车运输、国际货运代理、整箱与拼箱运输、集货分拨、仓储管理、关务服务及信息化管理 在内的一站式解决方案。基于与国内外物流企业、港口及场站等关键节点的战略合作，公司持续优化全 球物流网络布局，全面提升国际供应链服务能力。公司将积极拓展国际业务，强化服务能力，扩大品牌 影响力和市场占有率。 （文章来源：证券日报） ...

证券日报网讯1月26日，长久物流（603569）在互动平台回答投资者提问时表示，公司具备运输动力电 池能力；公司涉及运输汽车零部件业务。 ...

此次表彰不仅是对长久物流过往成绩的肯定，更标志着双方合作关系进一步深化。展望未来，长久物流 将继续秉持高标准服务理念，为小米汽车的市场拓展提供更优质、高效的物流解决方案。 （文章来源：证券日报） 本报讯 1月26日，北京长久物流股份有限公司（以下简称"长久物流"）宣布，2025年度，长久物流凭借 在小米汽车交付保障工作中的卓越表现，荣获小米公司授予的"先进保障供应商"称号，这一荣誉充分体 现了客户对长久物流专业保障能力与攻坚克难精神的高度认可。 自双方建立合作以来，长久物流在整车运输领域展现出强大运力保障实力。面对高强度交付任务，长久 物流科学调度、精细管理，运输效率与服务KPI在供应商排名中稳居前列，尤其是在运输途中多次主 动、及时响应突发帮运需求，高效解决问题。"急客户所急"的专业精神与突出表现，为小米汽车产品顺 利交付提供了坚实可靠的物流保障。 ...

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

Core Viewpoint - Changjiu Logistics' stock price has declined significantly, currently trading at 7.48 yuan, representing a drop of 8.56%, and is in a state of breaking the issue price [1]. Group 1: Company Overview - Changjiu Logistics was listed on the Shanghai Stock Exchange on August 10, 2016, with an issuance of 40.01 million shares at a price of 15.43 yuan per share [1]. - The total amount raised from the initial public offering (IPO) was 617.35 million yuan, with a net amount of 583.64 million yuan after expenses [1]. - The underwriting institution for the IPO was Anxin Securities Co., Ltd. (now known as Guotou Securities Co., Ltd.), with representatives Yan Kaihong and Yan Juntao [1]. Group 2: Fundraising Activities - The company has raised a total of 1.317 billion yuan through two fundraising activities [2]. - On May 24, 2018, Changjiu Logistics announced a dividend plan, which included a bonus issue of 4 shares for every 10 shares held and a pre-tax dividend of 1.97 yuan, with the ex-dividend date set for May 31, 2018 [2]. Group 3: Convertible Bonds - On November 7, 2018, Changjiu Logistics issued 7 million convertible bonds, each with a face value of 100 yuan, totaling 700 million yuan, approved by the China Securities Regulatory Commission [1].

北京商报讯(记者马换换李佳雪)1月26日，"长久系"旗下上市公司长久物流（603569）收跌8.56%，收于 7.48元/股。 对于业绩预亏的主要原因，长久物流给出了两点解释，一是受市场竞争加剧、市场开发进度不及预期及 前期采购电芯等原材料成本较高等多重因素影响，公司新能源业务板块盈利能力受到显著冲击。基于 此，公司对新能源板块相关固定资产、存货及商誉计提了相应减值准备。此外，公司波兰联营企业及公 司的网络货运平台业务亦出现盈利能力下滑，结合当前市场环境及经营情况，公司对前述相关资产计提 了减值准备。二是2025年前三季度整车运价尚未回归合理区间，致2025年度整车运输业务盈利水平不及 预期。 除了长久物流外，"长久系"旗下还有一家港股公司长久股份。 交易行情显示，1月26日，长久物流低开4.16%，开于7.84元/股，开盘后公司股价震荡下行，盘中一度 跌超10%，截至收盘，公司股价收跌8.56%，报7.48元/股，总市值45.14亿元，当日成交金额1.99亿元。 消息面上，1月25日，长久物流披露公告称，公司预计2025年年度实现归属净利润为-5000万元到-7500 万元。值得一提的是，2025年净利预亏 ...

Group 1 - Spot gold price has surpassed $5000 per ounce for the first time, with institutions predicting it could rise to $6600 [2] - The recent surge in gold prices is attributed to U.S. President Trump's policies reshaping international relations and investors fleeing sovereign bonds and foreign exchange markets [2] - Last week, gold prices increased by 8.5%, driven by a weakening dollar, which has made gold and silver cheaper for global buyers [2] Group 2 - In the past two weeks, stock ETFs have seen a net outflow of nearly 500 billion yuan, with significant redemptions in broad-based ETFs [3] - The trading volume of stock ETFs has surged, with some broad-based ETFs reaching record highs since their inception [3] Group 3 - The semiconductor sector in A-shares has been active in mergers and acquisitions, with several companies announcing related plans and progress [8] Group 4 - The commercial aerospace sector is experiencing a talent shortage, with investors with relevant experience being highly sought after [9] - The market is facing a significant gap in experienced commercial aerospace investors, leading firms to recruit candidates with adjacent experience [9] Group 5 - Global commodity markets are entering a new super cycle, with fund managers strategically increasing allocations to non-ferrous and chemical products [10] - Factors such as global monetary expansion, a credit crisis in the dollar, and geopolitical conflicts are contributing to this anticipated cycle [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603569 证券简称:长久物流 公告编号：2026-002 北京长久物流股份有限公司 部分股份延期购回的公告 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： ● 北京长久物流股份有限公司（以下简称"公司"）控股股东吉林省长久实业集团有限公司（以下简 称"长久集团"）持有公司股份371,240,533股，占公司总股本的61.51%；累计质押公司股份187,650,000 股，占其所持公司股份的50.55%，占公司总股本的31.09%。 ● 控股股东长久集团及其一致行动人上海汇瑾资产管理有限公司-汇瑾尊越1号私募证券投资基金（以下 简称"汇瑾尊越1号基金"）、上海牧鑫私募基金管理有限公司－牧鑫鼎泰1号私募证券投资基金（以下简 称"牧鑫鼎泰1号基金"）、新疆新长汇股权投资管理有限责任公司（以下简称"新长汇"）合计持有公司 股份428,859,005股，占公司总股本的71.06%；合计累计质押公司股187,650,000股，占所持公司股份的 43.76 ...

（编辑 丛可心） 证券日报网讯 1月25日，长久物流发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为-5，000.00万元到-7，500.00万元，将出现亏损；预计2025年年度实现归属于母公司所有者的扣除非 经常性损益的净利润为-8，000.00万元到-12，000.00万元。 ...