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]

Core Viewpoint - The company is committed to maintaining compliance and transparency while actively engaging in shareholder returns through dividends and has no current plans for major asset restructuring [2][3]. Group 1: Company Performance and Shareholder Returns - As of September 18, 2025, the company's stock closed at 4.48 yuan, down 1.1%, with a turnover rate of 1.0% and a trading volume of 317,000 hands, resulting in a transaction amount of 142 million yuan [1]. - The company has distributed a total of 7 billion yuan in dividends since its listing and has announced a three-year dividend plan (2024-2026) to distribute at least 50% of the annual distributable profit in cash [2]. - In June 2024, the company completed its dividend distribution, paying 1.30 yuan per 10 shares, totaling 676 million yuan, which accounted for 50.09% of the 2024 consolidated net profit attributable to the parent [2]. - The company plans to distribute 0.88 yuan per 10 shares in cash dividends for the first half of 2025, amounting to an estimated total of 458 million yuan, representing 70.04% of the consolidated net profit for the first half of 2025 [2]. Group 2: Market Activity and Fund Flow - On September 18, 2025, the net outflow of main funds was 3.8145 million yuan, accounting for 2.68% of the total transaction amount [3]. - Retail investors contributed a net inflow of 357,500 yuan, representing 0.25% of the total transaction amount [3]. - The company has no current plans for major asset restructuring following the completion of a significant asset restructuring in December 2023 [2].

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, with significant expectations for overall listing and benefits from the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2][3] Company Overview - Shenzhen Yantian Port Co., Ltd. was established on July 21, 1997, and listed on July 28, 1997. The company is located in Yantian District, Shenzhen, Guangdong Province [7] - The main business activities include port investment and development, terminal construction management, toll highway operation management, customs supervision warehouses, and other port-related warehousing operations [7] - The revenue composition of the company is as follows: port cargo handling and transportation 59.49%, highway tolls 30.11%, and warehousing and other services 10.41% [7] Business Dynamics - The company operates in the port industry, which is closely linked to the national and regional economic trade development. The port serves as a crucial hub connecting domestic and international markets [2] - In May 2022, Kunshan Zhongpin Cold Chain Logistics Co., Ltd. became a wholly-owned subsidiary of Yantian Port Cold Chain Investment Holdings Co., Ltd. [2] - The company is recognized as one of the highest single-port container throughput terminals globally, with strong market expectations for its overall listing [2] Financial Performance - As of June 30, 2025, Yantian Port achieved 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 [8] - The company has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.557 billion yuan distributed in the last three years [8] Market Activity - On September 18, the stock price of Yantian Port fell by 1.10%, with a trading volume of 142 million yuan and a turnover rate of 1.00%, bringing the total market capitalization to 23.294 billion yuan [1] - The stock has seen a net outflow of 5.1332 million yuan from main funds today, marking a reduction in main fund positions for two consecutive days [4][5]