Group 1 - The concept of China-South Korea Free Trade Zone increased by 0.33%, ranking fifth among concept sectors, with seven stocks rising, including Qingdao Double Star, Qingdao Port, and Lianyungang, which rose by 3.09%, 1.73%, and 1.54% respectively [1][2] - The main funds in the China-South Korea Free Trade Zone concept experienced a net outflow of 73 million yuan, with Qingdao Port leading the net inflow at 19.13 million yuan, followed by Zhongchuang Logistics, Qingdao Double Star, and Rizhao Port [2][3] - The net inflow ratios for major stocks in the China-South Korea Free Trade Zone concept were led by Zhongchuang Logistics at 14.23%, followed by Hailong Band and Qingdao Port at 5.86% and 5.04% respectively [3] Group 2 - The stocks with the largest declines included Qingdao Jinwang, Zhongchuang Logistics, and Langzi Co., which fell by 2.90%, 0.86%, and 0.59% respectively [1][4] - The trading volume and turnover rates for stocks in the China-South Korea Free Trade Zone concept varied, with Qingdao Port showing a turnover rate of 0.80% and Zhongchuang Logistics at 1.93% [3]

（文章来源：证券日报） 证券日报网讯 9月1日晚间，海程邦达发布公告称，2025年8月，公司通过集中竞价交易方式累计回购公 司股份345，800股，占公司总股本的比例为0.17%。截至2025年8月31日，公司通过集中竞价交易方式 已累计回购股份104.43万股，占公司总股本的比例为0.51%。 ...

Core Viewpoint - Haicheng Bangda announced a share buyback program, indicating a commitment to returning value to shareholders and confidence in the company's future performance [1] Group 1: Share Buyback Details - As of August 31, 2025, the company has repurchased approximately 1.04 million shares, accounting for 0.51% of the total share capital [1] - The highest purchase price was 14 CNY per share, while the lowest was 13.11 CNY per share, with a total expenditure of approximately 14.14 million CNY [1] Group 2: Financial Performance - For the first half of 2025, the company's revenue composition was as follows: logistics services accounted for 99.99%, while other businesses contributed 0.01% [1] - The current market capitalization of Haicheng Bangda is 2.9 billion CNY [1]

Summary of Key Points Core Viewpoint - The company, 海程邦达 (603836.SH), has been actively repurchasing its shares, indicating a commitment to enhancing shareholder value through stock buybacks [1] Group 1: Share Repurchase Details - As of August 2025, the company has repurchased a total of 345,800 shares through centralized bidding, which represents 0.17% of the total share capital [1] - The highest purchase price for the repurchased shares was 14.00 CNY per share, while the lowest was 13.11 CNY per share [1] - The total amount spent on this repurchase was 4,680,844.00 CNY, excluding transaction fees [1] Group 2: Cumulative Repurchase Status - By August 31, 2025, the cumulative shares repurchased by the company reached 1,044,300, accounting for 0.51% of the total share capital [1] - The total expenditure for these repurchases amounted to 14,140,845.00 CNY, also excluding transaction fees [1] - The price range for the repurchased shares remained consistent, with a maximum of 14.00 CNY and a minimum of 13.11 CNY per share [1]

证券代码：603836 证券简称：海程邦达 公告编号：2025-065 海程邦达供应链管理股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/4/18 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 17 日~2026 4 | 月 | 年 | 月 | 16 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | | | | 回购用途 | □减少注册资本 | | | | | | | √用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 104.43万股 | | | | | | 累计已回购股数占总股本比例 | 0.51% | | | | | | 累计已回购金额 | 1,414.08万元 | | ...

截至8月29日收盘，海程邦达成交量连续9天放量，区间累计涨幅1.38%。持续放量的个股还包括：康隆 达（放量7天）、华英农业（放量6天）、翔鹭钨业（放量6天）、天地在线（放量6天）、中能电气（放 量6天）、新美星（放量6天）、研奥股份（放量6天）、经纬股份（放量6天）、我乐家居（放量6 天）。 另外，成交量连续缩量的股票还有：山东章鼓成交量连续8天缩量，区间累计跌幅10.58%。持续缩量的 个股还包括：中科金财（缩量6天）、华丽家族（缩量6天）、浙版传媒（缩量6天）、上海合晶（缩量6 天）、深圳华强（缩量5天）、悍高集团（缩量5天）、华邦健康（缩量5天）、瑞泰科技（缩量5天）、 莱茵生物（缩量5天）。 ...

Core Points - The company, Haicheng Bond, will hold a semi-annual performance briefing on September 4, 2025, from 10:00 to 11:00 AM [1][2] - The meeting will be conducted online through the Value Online platform, allowing for interactive communication with investors [1][2] - Key company personnel, including the Chairman and General Manager, will participate in the briefing [2] Meeting Details - **Date and Time**: September 4, 2025, from 10:00 to 11:00 AM [2] - **Location**: Value Online (website: www.ir-online.cn) [2] - **Format**: Online interactive session [2] Participation Information - Investors can join the meeting via the provided link or by scanning a QR code before the event [2] - Questions can be submitted prior to the meeting, and the company will address common investor concerns during the session [1][2] Contact Information - **Contact Person**: Su Chunnuan [2] - **Phone**: 0532-85759915 [2] - **Email**: zhengquan@bondex.com.cn [2] Additional Information - After the meeting, investors can access the details and main content of the briefing through Value Online or the Yidong app [2]

财务报表中对有大幅变动的财务项目的原因说明如下： 据证券之星公开数据整理，近期海程邦达（603836）发布2025年中报。截至本报告期末，公司营业总收 入42.24亿元，同比下降6.4%，归母净利润1791.55万元，同比下降74.85%。按单季度数据看，第二季度 营业总收入21.22亿元，同比下降16.64%，第二季度归母净利润2745.4万元，同比下降31.61%。本报告 期海程邦达公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1861.26%。 交易性金融资产变动幅度为1173.68%,原因:理财产品购买增加。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率5.93%，同比减11.4%，净利率0.37%，同 比减76.88%，销售费用、管理费用、财务费用总计2.26亿元，三费占营收比5.34%，同比增20.2%，每股 净资产8.74元，同比增0.13%，每股经营性现金流0.26元，同比增116.73%，每股收益0.09元，同比减 74.29% 经营活动产生的现金流量净额变动幅度为116.73%,原因:本期销售回款增加。 应收票据变动幅度为142.04%,原因:银行承兑汇票增加。 使用 ...

免责声明 本文内容节选、改编自上市公司公开披露信息，不构成投资建议。信息披露内容以上市公司公告原文为 准。 姓名 起始日 截止日 调整日期 调整类别 职位 变动原因 雷晨 2025年08月25日 2027年09月28日 2025年08月25日 职务任职 董事会秘书 - 周寿红 2023年07月31日 2025年08月25日 2025年08月25日 职务离任 总经理 退休 雷晨的简历情况： 雷晨先生，1985年出生，中国国籍，无境外居留权，硕士。历任中信证券股份有限公司投资银行部副总 裁、华林证券股份有限公司投资银行部执行总经理、申万宏源证券承销保荐有限责任公司投资银行部执 行总经理，负责或参与过多家A股/H股企业的首发上市、再融资、并购重组及财务顾问业务，拥有较为 丰富的资本市场实操和管理经验。2025年4月入职海程邦达，现任公司董事会秘书。 登录新浪财经APP 搜索【信披】查看更多考评等级 来源：上海证券报·中国证券网 上证报中国证券网讯 海程邦达8月26日发布董事会决议显示，聘任雷晨为公司董事会秘书，详情如下： MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - The implementation of strict transportation regulations and the trend of "anti-involution" among manufacturers are expected to benefit compliant logistics capacity in the automotive transportation sector, promoting a shift towards "road-to-rail," "road-to-water," and multimodal transport [1][2] Group 1: Regulatory Changes - The Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology jointly issued a special governance action plan for vehicle transport, focusing on stricter market access, enhanced loading supervision, and increased enforcement [2] - The enforcement of these regulations is expected to be more rigorous compared to previous measures from 2016-2018, with severe penalties for non-compliant companies [2] Group 2: Market Dynamics - The automotive transportation industry is transitioning from price competition to high-quality development, with compliant companies likely to gain greater market share and pricing power [2] - The traditional peak season for automotive production and sales from September to December will see increased acceptance of rising transportation prices due to heightened supply demands [2] Group 3: Impact on Logistics Structure - The current logistics structure for vehicle transportation is predominantly road-based, with projections for 2024 showing road transport at 61.5%, rail at 27.4%, and roll-on/roll-off at 11.1% [3] - The strict enforcement of transportation regulations is expected to increase traditional road transport costs, driving a shift towards rail and water transport, thereby optimizing the logistics model [3]