| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688766 | 普冉股 | 7.79 | 5.03 | 64.60 | 68.94 | 6.72 | | | 份 | | | | | | | 300679 | 电连技 术 | 8.00 | 4.36 | 47.49 | 50.50 | 6.34 | | 300045 | 华力创 | 6.25 | 8.30 | 20.24 | 21.25 | 4.99 | | | 通 | | | | | | | 600238 | *ST椰岛 | 4.93 | 3.25 | 7.03 | 7.23 | 2.85 | | 300761 | 立华股 | 2.54 | 0.92 | 19.35 | 19.79 | 2.29 | | | 份 | | | | | | | 000703 | 恒逸石 化 | 2.13 | 0.30 | 6.09 | 6.22 | 2.09 | | ...

Group 1 - The closing price of Yantian Port on July 22 was 4.64 yuan, an increase of 1.09%, with a rolling PE ratio of 17.17, marking a new low in 30 days, and a total market capitalization of 24.126 billion yuan [1] - The average PE ratio for the shipping and port industry is 15.16, with a median of 16.37, placing Yantian Port at the 21st position in the industry ranking [1] - As of March 31, 2025, Yantian Port had 56,956 shareholders, an increase of 410 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, construction and operation of supporting transportation facilities, and warehousing and industrial facilities [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 171 million yuan, a year-on-year decrease of 14.04%, and a net profit of 313 million yuan, a year-on-year increase of 21.63%, with a gross profit margin of 22.37% [1] - The PE ratios for Yantian Port are 17.17 (TTM) and 17.88 (static), with a price-to-book ratio of 1.33 [2]

Core Insights - Yantian Port has surpassed its total LNG refueling volume from last year, reaching over 285,000 cubic meters in 2023 [1] - The port has become the second-largest bonded LNG refueling center in China [1] LNG Refueling Operations - The LNG refueling operation involved the C-type LNG bunkering vessel "Xinao Putuo," which completed a refueling of 7,755 cubic meters [1] - This year's LNG refueling volume at Yantian Port has already exceeded the total volume for the entire previous year [1] Container Throughput and Connectivity - In the first half of the year, Yantian Port's container throughput exceeded 7.58 million TEUs, representing a year-on-year growth of 12.7% [1] - The port has added 11 new shipping routes this year, with nearly 100 routes connecting globally each week [1] - On average, there are 4 ships heading to Europe and 6 ships heading to the United States daily from Yantian Port [1]

Company Overview - Shenzhen Yantian Port Co., Ltd. focuses on the development and operation of terminals, cargo handling and transportation, construction and operation of port-related transportation facilities, and warehousing and industrial facilities [1] - The company's main products include highway tolls, port cargo handling and transportation, warehousing, and other services [1] Financial Performance - For Q1 2025, the company reported operating revenue of 171 million yuan, a year-on-year decrease of 14.04% [1] - The net profit for the same period was 313 million yuan, reflecting a year-on-year increase of 21.63% [1] - The sales gross margin stood at 22.37% [1] Market Position - As of July 15, the company's stock closed at 4.54 yuan, down 1.09%, with a rolling PE ratio of 16.80 times [1] - The total market capitalization is 23.606 billion yuan [1] - In comparison to the industry, the average PE ratio for the shipping and port industry is 14.15 times, with a median of 14.99 times, placing Yantian Port at the 22nd position in the industry ranking [2] Capital Flow - On July 15, the main capital outflow for Yantian Port was 2.4764 million yuan, with a total outflow of 39.1299 million yuan over the past five days [1]

Core Insights - The total value of China's goods trade imports and exports in the first half of the year reached 21.79 trillion yuan, reflecting a year-on-year growth of 2.9% [1] Group 1: Port Performance - Shenzhen Yantian Port, one of the world's largest single container terminals, handles over 40,000 standard containers daily, establishing itself as a global shipping hub [1] - In the first half of the year, Yantian Port's container throughput exceeded 7.58 million TEUs, marking a year-on-year increase of 12.7% [1] - The port has added 11 new shipping routes this year, with nearly 100 routes connecting globally each week, including 4 daily sailings to Europe and 6 to the United States [1]

法律意见书 上海市锦天城（深圳）律师事务所 地址：深圳市福田中心区福华三路卓越世纪中心 1 号楼 21、22、23 层 电话：86 755-82816698 传真：86 755-82816898 邮编：518048 上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于深圳市盐田港股份有限公司 2025年第二次临时股东大会的 上海市锦天城（深圳）律师事务所 关于深圳市盐田港股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：深圳市盐田港股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受深圳市盐田港 股份有限公司（以下简称"公司"）的委托，指派本所黄圆丽律师、吴雨晴律师 出席了公司于 2025 年 7 月 8 日召开的公司 2025 年第二次临时股东大会（以下简 称"本次股东大会"），并根据《中华人民共和国证券法》（以下简称"《证券 法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）以及中国证 券监督管理委员会关于《上市公司股东会规则》（中国证券监督管理委员会公告 〔2025〕7 号）（以下简称"《股东会规则》"）、《深圳证券交易所股票上市 规则 ...

2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、特别提示 1.本次股东大会无否决提案的情形； 2.本次股东大会不涉及变更前次股东大会决议情况。 二、会议召开和出席情况 证券代码：000088 证券简称：盐田港 公告编号：2025-30 深圳市盐田港股份有限公司 （一）会议召开情况 1.会议地点：深圳市盐田区深盐路 1289 号海港大厦一楼会议室。 2.股东大会的召集人：公司董事会。 3.现场会议主持人：公司董事长李雨田女士。 4.会议的召开方式：现场投票与网络投票相结合的方式。 5.会议召开的日期和时间： （1）现场会议：2025 年 7 月 8 日下午 14:50。 （2）网络投票：通过深圳证券交易所交易系统进行网络投票的具 体时间为 2025 年 7 月 8 日（星期二）9:15—9:25,9:30—11:30 和 13:00 —15:00；通过互联网投票系统投票的具体时间为：2025 年 7 月 8 日（星 期二）9:15—15:00 期间的任意时间。 6.本次会议符合有关法律、行政法规、部门规章、规范性文件及 ...

一、董事会会议召开情况 深圳市盐田港股份有限公司（以下简称"公司"）第九届董事会 第一次会议（以下简称"本次会议"）于 2025 年 7 月 8 日下午在深 圳市盐田港海港大厦一楼会议室召开。本次会议于 2025 年 6 月 27 日 以书面文件、电子邮件方式送达了会议通知及文件。会议由半数以上 董事共同推举李雨田董事召集并主持。会议应出席董事 9 名，亲自出 席董事 9 名。董事钟玉滨先生因公委托董事李安民先生出席会议并代 为行使表决权。公司监事及高级管理人员列席了本次会议。会议符合 《公司法》和《公司章程》的规定。 证券代码：000088 证券简称：盐田港 公告编号：2025-31 深圳市盐田港股份有限公司 第九届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 公司第九届董事会专门委员会成员如下： 二、董事会会议审议情况 根据《深圳证券交易所股票上市规则》的有关规定，现将会议审 议通过的有关事项公告如下： 1.会议以 8 票同意，0 票反对，0 票弃权通过了《关于选举公司 第九届董事会董事长的议案》，选举李雨田女士为公司第九届董事 ...

Group 1: Tianjin Port Developments - Tianjin Port is actively integrating domestic and foreign trade channels to mitigate adverse external trade factors, utilizing the ATA Carnet for expedited customs clearance [2][3] - The port has launched new domestic trade routes and established direct roll-on/roll-off shipping lines to Mexico, South America, and Africa, enhancing its logistics capabilities and reducing reliance on single markets [3][4] - The implementation of a smart logistics supervision model has improved operational efficiency, with a reported 15% year-on-year increase in domestic trade container operations from January to April [3] Group 2: Shenzhen Port Initiatives - Shenzhen Port is responding to international trade fluctuations by diversifying its global development paths and enhancing port operations [5][6] - Saltian International Container Terminal, a key player in Shenzhen, has seen a rise in export container volumes to the U.S., with a notable increase in shipping activity following a temporary trade agreement [5][6] - The port has added seven new shipping routes from January to May, focusing on North America, Europe, and Asia, and has introduced cross-border e-commerce fast lanes to meet diverse customer needs [7][8] Group 3: Industry Trends and Responses - Companies are adapting to global trade uncertainties by optimizing overseas production capacities and providing comprehensive solutions for manufacturing enterprises [8] - The logistics sector is increasingly focusing on multi-modal transport solutions to enhance flexibility and efficiency in response to changing market demands [7][8]

Core Insights - The latest data from the Ministry of Transport indicates that Guangdong's port cargo throughput reached 799.23 million tons from January to May, a year-on-year increase of 1.1%, with foreign trade cargo throughput growing by 4% [1] - Shenzhen's port performance is particularly strong, with cargo throughput and foreign trade cargo throughput increasing by 6% and 10.7% respectively during the same period [1] - The data highlights the resilience of Chinese ports amid global trade changes, particularly under the pressure of "reciprocal tariffs" from the U.S. [2] Short-term Adaptation - The global foreign trade market has undergone significant changes in the past three months, with a notable impact from U.S. tariffs [3] - Following the announcement of a 90-day "window period" for U.S.-China trade, many businesses have rushed to utilize this opportunity for shipping [3] - Alibaba's international platform reported a 42% year-on-year increase in order volume from June 1 to June 19, with a 277% surge in daily container bookings from China to the U.S. after the joint statement [3] Long-term Strategy - Companies are diversifying their markets to mitigate risks associated with tariff fluctuations, with a focus on emerging markets such as the Middle East, Latin America, and Southeast Asia [5][6] - In the first five months, ASEAN became China's largest trading partner, with trade totaling 3.02 trillion yuan, a 9.1% increase [5] Port Operations and Logistics - Yantian Port, a key port for U.S. exports, has seen a recovery in market confidence, with increased shipping activity noted [4] - The port operates nearly 100 routes globally, with significant connectivity to North America and Europe [4] - Yantian Port has added 11 new routes in the first half of the year, enhancing its logistics capabilities [7] Cross-border E-commerce Growth - Yantian Port is a preferred hub for cross-border e-commerce, with a focus on building adaptive logistics models [7] - The port's collaboration with Hong Kong has led to efficient logistics channels, with a significant increase in container transport between the two regions [7][8] - The cross-border e-commerce sector is projected to grow, with an expected import-export scale of approximately 2.71 trillion yuan in 2024, reflecting a 14% year-on-year increase [10]