证券代码：603967 证券简称：中创物流 公告编号：2026-004 特此公告。 中创物流股份有限公司董事会 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。 中创物流股份有限公司（以下简称"公司"或"中创物流"）与地中海航运 公司的全资子公司 MEDLOG S.A.于北京时间 2024 年 10 月 17 日在日内瓦签署 《投资协议》，协议自签署之日起生效。按照协议内容约定，在公司将持有的中 创物流（天津）有限公司 100%股权、上海智冷供应链有限公司 90%股权、宁波 梅山保税港区远达供应链管理有限公司 50%股权转让至中创物流的全资子公司 海创智合供应链（上海）有限公司，并满足投资协议规定的一系列先决条件后， MEDLOG S.A.将向海创智合供应链（上海）有限公司增资，增资后，MEDLOG S.A.、 中创物流将各自持有海创智合供应链（上海）有限公司 50%的股权。详细内容请 见公司于 2024 年 10 月 17 日披露的公告《关于拟与 MEDLOG S.A.签订投资协议 暨搭建以冷链为主的综合物流平台公司引进战略投 ...

Investment Rating - The report rates the transportation industry as "Outperform" [2] Core Insights - The military strike by the US against Iran and the closure of the Strait of Hormuz have profound impacts on the global oil transportation market, potentially leading to supply chain disruptions and increased oil transportation costs [3][15] - Tesla's Cybercab, designed for fully autonomous driving, has been launched, marking a significant step towards the original dedicated era of Robotaxi services [3][17] - A strategic partnership between Youjia Innovation, Didi, and Wall Street Technology aims to advance the large-scale deployment of driverless logistics vehicles, filling a market gap for vehicle-grade autonomous logistics [3][32] - The pre-sale ticket prices for economy class flights during the 2026 Spring Festival have shown a year-on-year increase, indicating stable industry performance as demand is released [3][34] - Uber has launched the Uber Air service supported by Joby, integrating ground and air travel booking, which validates the commercial viability of eVTOL [3][41] Industry Dynamics - The Baltic Air Freight Price Index has decreased month-on-month and year-on-year, while domestic air freight flights have seen a decline [4][44] - The shipping and port sector has experienced an increase in domestic shipping rates, while dry bulk freight rates have also risen [4][52] - The express logistics sector reported a 2.30% year-on-year increase in business volume and a 0.70% increase in revenue as of December 2025 [4] - The average number of international flights operated daily in the last week of February 2026 was 1992.86, reflecting a month-on-month increase of 3.73% and a year-on-year increase of 19.22% [4] - The number of trucks passing through national highways decreased by 40.04% from February 9 to February 15 [4] Investment Recommendations - Focus on opportunities in the shipping sector, particularly oil transportation, dry bulk, and container shipping due to geopolitical tensions, with recommendations for China Merchants Energy Shipping and COSCO Shipping [5] - Consider investments in low-altitude economy and autonomous driving sectors, recommending CITIC Offshore Helicopter and monitoring Cao Cao Mobility [5] - Explore investment opportunities in the travel sector driven by increased demand during the Spring Festival, recommending Air China, China Southern Airlines, and China Eastern Airlines [5] - Look into international market expansion opportunities in express logistics, recommending SF Express and Jitu Express [5] - Pay attention to investment opportunities in the highway sector, recommending Sichuan Chengyu Expressway and other major expressway companies [5]

Industry Policy and Environment - The "Key Work Plan for Modern Logistics Standardization" was jointly released by the State Administration for Market Regulation and other departments on December 31, 2025, which may provide long-term support for the cross-border logistics business of Zhongchuang Logistics [1] Executive Changes - On December 29, 2025, the company announced the appointment of Li Tao as the deputy general manager, which may influence future operational strategies [2] Performance and Operating Conditions - The latest financial report available is for the third quarter of 2025, and investors should pay attention to subsequent periodic reports, such as the 2025 annual report, to assess the stability of performance [3]

证券代码：603967 证券简称：中创物流 公告编号：2026-003 中创物流股份有限公司（以下简称"公司"或"中创物流"）与地中海航运 公司的全资子公司 MEDLOG S.A.于北京时间 2024 年 10 月 17 日在日内瓦签署 《投资协议》，协议自签署之日起生效。按照协议内容约定，在公司将持有的中 创物流（天津）有限公司 100%股权、上海智冷供应链有限公司 90%股权、宁波 梅山保税港区远达供应链管理有限公司 50%股权转让至中创物流的全资子公司 海创智合供应链（上海）有限公司后，MEDLOG S.A.将向海创智合供应链（上 海）有限公司增资，增资后，MEDLOG S.A.、中创物流将各自持有海创智合供 应链（上海）有限公司 50%的股权。详细内容请见公司于 2024 年 10 月 17 日披 露的公告《关于拟与 MEDLOG S.A.签订投资协议暨搭建以冷链为主的综合物流 平台公司引进战略投资者的公告》（公告编号：2024-041），于 2024 年 10 月 18 日披露的公告《中创物流股份有限公司关于搭建以冷链为主的综合物流平台公司 引进战略投资者的进展公告》（公告编号：2024-042）。 ...

Core Insights - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 30, 2026, showcasing significant price movements and dividend yields [1][5]. Group 1: Stock Performance - China Gold (600916.SH) leads with a daily increase of 8.74% and a year-to-date increase of 80.12%, with a dividend yield of 2.59% [1][5]. - Jian Sheng Group (603558.SH) follows with a daily rise of 4.01% and a year-to-date increase of 6.23%, offering a dividend yield of 4.91% [1][5]. - China National Foreign Trade Transportation Group (601598.SH) shows a daily increase of 3.10% but a year-to-date decline of 1.32%, with a dividend yield of 5.00% [1][5]. Group 2: Dividend Yields - The average dividend yield for the index is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 times [2]. - Notable dividend yields include Semir Apparel (002563.SZ) at 9.12% and China Shenhua Energy (601088.SH) at 7.83% [1][5]. Group 3: Market Signals - The article mentions the formation of a MACD golden cross signal, indicating positive momentum for the stocks listed [4][8].

证券代码：603967 证券简称：中创物流 公告编号：2026-002 公司将根据交易进展及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 中创物流股份有限公司董事会 中创物流股份有限公司（以下简称"中创物流"或"公司"）于 2024 年 10 月 17 日披露公告《关于拟与 MEDLOG S.A.签订投资协议暨搭建以冷链为主的综合 物流平台公司引进战略投资者的公告》（公告编号：2024-041），拟与地中海航运 公司的全资子公司 MEDLOG S.A.签订投资协议，在公司将持有的中创物流（天 津）有限公司 100%股权、上海智冷供应链有限公司 90%股权、宁波梅山保税港 区远达供应链管理有限公司 50%股权转让至中创物流的全资子公司海创智合供 应链（上海）有限公司（简称"平台公司"），并满足投资协议规定的一系列先决 条件后，MEDLOG S.A.将向平台公司增资，增资后，MEDLOG S.A.、中创物流 将各自持有平台公司 50%的股权。 公司于 2024 年 10 月 18 日披露公告《中创物流股份有限公司关于搭建以冷 链为主的综合物流平台公司引进战略投资者的进展公告》（公告编号：2024- ...

Core Viewpoint - Zhongchuang Logistics announced plans to sign an investment agreement with MEDLOGS.A. on October 17, 2024, transferring part of its equity to a platform company, with both parties aiming to hold 50% equity in the platform company after capital increase [1] Group 1 - The investment agreement will be signed on October 17, 2024, with the intention of transferring part of Zhongchuang Logistics' equity to MEDLOGS.A. [1] - Upon meeting certain conditions, MEDLOGS.A. will increase its capital, resulting in both companies holding equal shares in the platform company [1] - As of now, several preconditions remain unmet, leading to a supplementary agreement signed on January 28, 2026, which extends the investment agreement deadline to July 31, 2026, while other terms remain effective [1]

Market Overview - The logistics sector experienced a decline of 0.23% on January 23, with Jushen Co. leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Hengji Daxin (002492) saw a significant increase of 9.99%, closing at 9.03, with a trading volume of 181,300 shares and a turnover of 159 million yuan [1] - Chuanhua Zhili (002010) rose by 4.56%, closing at 7.11, with a trading volume of 1,236,800 shares and a turnover of 887 million yuan [1] - Longzhou Co. (002682) increased by 3.03%, closing at 7.48, with a trading volume of 531,100 shares and a turnover of 394 million yuan [1] - Jushen Co. (001202) experienced a decline of 8.60%, closing at 20.30, with a trading volume of 360,600 shares and a turnover of 74.71 million yuan [2] Capital Flow Analysis - The logistics sector saw a net outflow of 292 million yuan from institutional investors and 181 million yuan from retail investors, while retail investors had a net inflow of 472 million yuan [2] - Hengji Daxin (002492) had a net inflow of 68.26 million yuan from institutional investors, accounting for 42.80% of its trading volume [3] - Longzhou Co. (002682) had a net inflow of 26.76 million yuan from institutional investors, representing 6.79% of its trading volume [3]

Core Viewpoint - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index as of January 12, 2026, showcasing significant daily and year-to-date gains along with their respective dividend yields. Group 1: Stock Performance - The top stock, Chongqing Department Store (600729.SH), experienced a daily increase of 10.01% and a year-to-date increase of 11.58%, with a dividend yield of 5.17% [1] - Jiufeng Energy (605090.SH) saw a daily rise of 9.22% and a year-to-date rise of 18.21%, with a dividend yield of 2.42% [1] - Aotewei (688516.SH) reported a daily increase of 8.81% and a year-to-date increase of 35.02%, with a dividend yield of 3.74% [1] - Other notable performers include China Merchants Energy (600026.SH) with a daily increase of 7.24% and year-to-date increase of 16.70%, and Xin'ao Co. (603888.SH) with a daily increase of 6.35% and year-to-date increase of 9.56% [1] Group 2: Dividend Yields and Valuation Metrics - The average dividend yield for the index is reported at 4.76%, with a historical price-to-earnings (P/E) ratio of 11.75 times [2] - The expected P/E ratio is noted to be 11.07 times, indicating a stable valuation outlook for the index constituents [2]

证券代码：603967 证券简称：中创物流 公告编号：2026-001 （一）本次交易概况 1、本次交易概况 中创物流股份有限公司 关于向全资子公司海创智合增资暨搭建以冷链为主的综合物流 平台公司引进战略投资者的进展公告 增资标的名称：海创智合供应链（上海）有限公司 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。 增资金额：12,720.9118 万元 审批程序：已经公司第四届董事会第十五次会议审议通过，无需提交 股东会审议。 重要内容提示： 一、对外投资概述 （三）明确说明是否属于关联交易和重大资产重组事项。 本次增资不属于关联交易亦不属于重大资产重组事项。 二、投资标的基本情况 公司于 2024 年 10 月 17 日与 MEDLOG S.A.在日内瓦签署投资协议，引进战 略合作方，有效整合资源，形成冷链、集装箱堆存/保管、货物仓储等业务协同， 升级业务规模，进一步提升公司在天津、上海和宁波地区的市场竞争实力。投资 协议约定在公司将持有的中创物流（天津）有限公司（以下简称"中创天津"） 100%股权、上海智冷供应链有限公司 ...