Group 1 - Yantian Port announced an online investor research meeting scheduled for September 29, 2025, where the chairman and a director will participate and answer questions [1] - For the first half of 2025, Yantian Port's revenue composition is as follows: 59.49% from loading and transportation, 30.11% from transportation services, and 10.41% from warehousing and leasing [1] - As of the report date, Yantian Port has a market capitalization of 23.1 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yi Bao has intensified, with Nongfu Spring's green bottle launch leading to a significant market share decline for Yi Bao, dropping nearly 5 percentage points [1]

Group 1: Financial Performance and Shareholder Returns - The company has maintained a consistent cash dividend policy since its listing, with cumulative dividends exceeding 7 billion yuan. A three-year dividend plan (2024-2026) has been disclosed, committing to distribute at least 50% of the distributable profits annually [4][8] - For the 2025 interim cash dividend, the company plans to distribute 0.88 yuan per 10 shares (including tax), totaling approximately 458 million yuan, which represents 70.04% of the net profit for the first half of 2025 [4][8] - The net cash flow from operating activities decreased by 51.99% in the first half of 2025, primarily due to a one-time compensation received in the previous year. Excluding this factor, the net cash flow increased by 77.26% [6] Group 2: Strategic Developments and Market Position - The company holds a 14.06% stake in Haixia Co., making it the second-largest shareholder, and is closely monitoring policies related to the Hainan Free Trade Port [3] - Saltian Port has been expanding its inland port network, with 20 inland ports, 15 combined ports, and 33 sea-rail intermodal routes established by mid-2025, enhancing customs efficiency and reducing logistics costs for exporters [6] - The company is focusing on the Yangtze River Economic Belt, having established a new port company in Jiangsu in 2024, and aims to strengthen its port network and service systems [9][10] Group 3: Market Challenges and Responses - The company is aware of the impact of the new port docking fees starting October 4, 2025, but emphasizes its role as a key player in the South China region and its ability to adapt to economic cycles [5] - To address revenue pressures, the company is enhancing its operational strategies, including diversifying services at key ports and exploring new operational models to increase throughput and market share [10] Group 4: Shareholder Engagement and Communication - The company actively engages with investors, providing updates on performance and strategic initiatives during investor relations activities, such as the 2025 semi-annual performance briefing [2][4] - As of June 30, 2025, the total number of shareholders was 64,982, with unrestricted shares accounting for 60.83% of the total share capital [7]

Group 1 - The company will hold a performance briefing on September 29, 2025, from 15:00 to 16:00, via an online interactive format [1][2] - The meeting will be accessible through the website www.ir-online.cn, and investors can submit questions prior to the meeting [1][3] - Key participants in the meeting will include the Chairwoman, General Manager, Independent Directors, and the Chief Financial Officer [2] Group 2 - Investors can join the meeting on the day through the provided link or by scanning a QR code [3] - After the meeting, investors can view the meeting details and main content on the same website [4] - The announcement was made by the Board of Directors of Shenzhen Yantian Port Co., Ltd. on September 26, 2025 [4]

Core Points - The company, Shenzhen Yantian Port Co., Ltd., will hold a half-year performance briefing on September 29, 2025, from 15:00 to 16:00 [2][3] - Investors can submit questions for the briefing until September 29, 2025, through a designated website or WeChat [2][4] - The briefing aims to provide insights into the company's operational performance and development strategy, allowing for interaction with investors [2][3][4] Meeting Details - The meeting will be conducted online via the "Value Online" platform [3][5] - Key participants include the Chairwoman, General Manager, Independent Directors, and the Chief Financial Officer [3] - Investors can access the meeting through a specific URL or by scanning a QR code on the day of the event [4][5] Contact Information - Contact person for inquiries is Cao Qian, with provided phone, fax, and email details for further communication [5][6] - Post-meeting, investors can review the meeting's proceedings and key content on the "Value Online" platform [6]

会议问题征集：投资者可于 2025 年 09 月 29 日前访问网址 https://eseb.cn/1rLU2vmECf6或使用微信扫描下方小程序码进行会 前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资 者普遍关注的问题进行回答。 深圳市盐田港股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日在巨潮资讯网上披露了《2025 年半年度报告全文》及《2025 年半年度报告摘要》。为便于广大投资者更加全面深入地了解公司经 营业绩、发展战略等情况，公司定于 2025 年 09 月 29 日（星期一） 证券代码：000088 证券简称：盐田港 公告编号：2025-43 深圳市盐田港股份有限公司 关于举办 2025 年半年度业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 不存在虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1 会议召开时间：2025 年 09 月 29 日（星期一）15:00-16:00 会议召开方式：网络互动方式 会议召开网址：价值在线（www.ir-online.cn） 15:00-16:00 在"价值在线"（www.ir-onlin ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Yantian Port, indicating a stable yet cautious market environment with significant financing activities [1][2] - As of September 23, Yantian Port's stock price remained unchanged at 0.00%, with a trading volume of 120 million yuan and a financing balance of 298 million yuan, which is 2.10% of its market capitalization [1] - The financing activities on September 23 included a financing buy of 16.78 million yuan and a financing repayment of 20.74 million yuan, resulting in a net financing outflow of 3.96 million yuan [1] Group 2 - For the first half of 2025, Yantian Port reported an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [2] - The number of shareholders increased to 65,000, reflecting a 14.09% rise, with an average of 48,673 circulating shares per person, up by 23.26% [2] - Yantian Port has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.56 billion yuan distributed over the past three years [3]

Core Viewpoint - Yantian Port (000088.SZ) announced a cash dividend plan for the first half of 2025, proposing a distribution of 0.88 yuan per 10 shares, totaling approximately 458 million yuan, reflecting the company's commitment to stable returns for investors [1][3]. Financial Performance - In the first half of 2025, Yantian Port achieved a net profit of 653 million yuan, with retained earnings reaching 3.935 billion yuan, providing solid financial support for the cash dividend [1][3]. - The company's net profit showed a year-on-year growth of 4.07%, indicating strong profitability resilience [1]. Dividend Strategy - The proposed dividend represents over 70.1% of the first half's net profit, positioning Yantian Port among the higher dividend payout ratios in the industry, which typically ranges from 28% to 35% for pure port operators [3]. - The dividend plan aligns with the company's operational performance and development strategy, balancing investor returns with sustainable growth [3]. Industry Context - The port and shipping industry has seen several listed companies disclose mid-term dividend plans, with Yantian Port's payout being notably high compared to peers [3]. - Yantian Port is a key player in the Guangdong-Hong Kong-Macao Greater Bay Area and the "Belt and Road" logistics hub, emphasizing its commitment to shareholder value and market management [3]. Operational Expansion - In the first half of 2025, Yantian Port continued to enhance its international trade integration, adding 12 new international routes and expanding its service network [5][6]. - By July 2025, Yantian Port had opened 20 inland ports and established 33 sea-rail intermodal routes, significantly improving service coverage across the Greater Bay Area and beyond [6]. - From January to August 2025, Yantian Port's container throughput reached 10.593 million TEUs, a year-on-year increase of 9.6%, marking a historical high [6].

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Yantian Port, indicating a mixed trend in financing and stock performance as of September 19 [1] - On September 19, Yantian Port's stock price increased by 0.45%, with a trading volume of 115 million yuan. The financing buy-in amount was 11.61 million yuan, while the financing repayment was 17.65 million yuan, resulting in a net financing outflow of 6.05 million yuan [1] - As of September 19, the total margin financing and securities lending balance for Yantian Port was 295 million yuan, with the financing balance accounting for 2.07% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Yantian Port reached 65,000, an increase of 14.09% from the previous period, with an average of 48,673 circulating shares per person, up by 23.26% [2] - For the first half of 2025, Yantian Port reported an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [2] - Yantian Port has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.56 billion yuan distributed over the past three years [3]

Core Viewpoint - The introduction of Xiamen COSCO Shipping as a strategic investor will enhance the comprehensive competitiveness of Xiaomo International Logistics Port [1] Group 1: Investment and Capital Structure - Shenzhen Yantian Port Co., Ltd. announced the introduction of Xiamen COSCO Shipping as a strategic investor through a non-public capital increase [1] - The registered capital of Shen-Shan Port Investment Co., Ltd. will increase from 52,931 million to 66,163.75 million, with Xiamen COSCO Shipping holding 20% of the shares post-investment [4] - Yantian Port's subsidiary will reduce its stake from 100% to 80%, while still maintaining control over Shen-Shan Port Investment Co., Ltd. [4] Group 2: Strategic Implications - The capital increase is expected to optimize the asset-liability structure and reduce liquidity risks for Yantian Port [7] - The investment will enhance the integrated operational capabilities of "shipping + port + logistics" and improve service quality [7] - The collaboration aims to establish a benchmark for port operations in the Deep-Shan Special Cooperation Zone and enhance the service level of the port industry chain [7] Group 3: Industry Context - Xiamen COSCO Shipping is the only secondary shipping enterprise of COSCO Shipping Group in the Straits West Economic Zone, focusing on passenger and cargo transport in the Taiwan Strait [7] - The company aims to build a specialized industrial investment platform and support the construction of a more resilient global shipping logistics ecosystem [7]

截至2025年9月18日收盘，盐 田 港(000088)报收于4.48元，下跌1.1%，换手率1.0%，成交量31.7万手， 成交额1.42亿元。 董秘最新回复 投资者： 尊敬的董秘及管理层，请问：1、管理层可否针对对二级市场自由交易行为过程中的自查自 纠，适时可否主动联络配合证监会相关监管部门；2、可否提出具体的举措，真正回报所有投资者？3、 可否作为深圳国企，更加全面负责的做出表率动作，做好国企冲锋的排头兵？4、有没有可能性进行重 大资产重组？谢谢。 董秘： 您好，感谢您对公司的关注。公司管理层始终保持着严谨、审慎的工作作风，严格遵循"真实、 准确、完整、及时、公平"的原则，坚持做好合规管理，积极履行信息披露义务，维护投资者合法权 益。公司自上市以来已累计分红达70亿元。公司披露三年（2024年-2026年）股东分红回报规划，在满 足现金分红条件情况下，每年以现金方式分配的利润不少于当年实现的可分配利润的百分之五十 （50%）。今年6月，公司完成2024年分红派息工作，按每10股派发现金股利1.30元向股东分配利润6.76 亿元（占2024年度合并归母净利润的50.09%）。公司近期已披露2025年度中期 ...