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盐田港2025中期分红预案:每10股派0.88元,拟派现超4.5亿元
Cai Fu Zai Xian· 2025-09-23 05:57
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].
盐田港9月19日获融资买入1160.52万元,融资余额2.94亿元
Xin Lang Cai Jing· 2025-09-22 01:16
来源:新浪证券-红岸工作室 机构持仓方面,截止2025年6月30日,盐田港十大流通股东中,香港中央结算有限公司退出十大流通股 东之列。 9月19日,盐田港涨0.45%,成交额1.15亿元。两融数据显示,当日盐田港获融资买入额1160.52万元, 融资偿还1765.36万元,融资净买入-604.85万元。截至9月19日,盐田港融资融券余额合计2.95亿元。 融资方面,盐田港当日融资买入1160.52万元。当前融资余额2.94亿元,占流通市值的2.07%,融资余额 超过近一年90%分位水平,处于高位。 融券方面,盐田港9月19日融券偿还3.53万股,融券卖出2600.00股,按当日收盘价计算,卖出金额1.17 万元;融券余量18.52万股,融券余额83.34万元,超过近一年70%分位水平,处于较高位。 资料显示,深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层,成立 日期1997年7月21日,上市日期1997年7月28日,公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为:港口货物装 卸运输59.49%,高速 ...
中远海运系公司,战略投资小漠国际物流港
Sou Hu Cai Jing· 2025-09-19 10:04
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]
股市必读:盐 田 港(000088)9月18日董秘有最新回复
Sou Hu Cai Jing· 2025-09-18 19:46
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 ...
盐田港跌1.10%,成交额1.42亿元,今日主力净流入-914.68万
Xin Lang Cai Jing· 2025-09-18 13:19
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]
盐田港9月17日获融资买入1838.12万元,融资余额2.91亿元
Xin Lang Cai Jing· 2025-09-18 01:17
来源:新浪证券-红岸工作室 资料显示,深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层,成立 日期1997年7月21日,上市日期1997年7月28日,公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为:港口货物装 卸运输59.49%,高速公路收费30.11%,仓储及其他服务10.41%。 截至6月30日,盐田港股东户数6.50万,较上期增加14.09%;人均流通股48673股,较上期增加23.26%。 2025年1月-6月,盐田港实现营业收入3.89亿元,同比减少4.49%;归母净利润6.53亿元,同比增长 4.07%。 分红方面,盐田港A股上市后累计派现70.00亿元。近三年,累计派现15.57亿元。 机构持仓方面,截止2025年6月30日,盐田港十大流通股东中,香港中央结算有限公司退出十大流通股 东之列。 9月17日,盐田港涨0.22%,成交额1.42亿元。两融数据显示,当日盐田港获融资买入额1838.12万元, 融资偿还2445.24万元,融资净买入-607.12万元。截至9月17日,盐田港融资融券 ...
盐田港:公司没有重大资产重组计划
Core Viewpoint - Yantian Port has no major asset restructuring plans and is focused on market value management and stable dividend distribution to enhance operational performance and intrinsic value [1] Group 1: Company Strategy - The management is actively promoting market value management and is committed to continuous and stable dividend distribution [1] - The company has announced a cash dividend plan for the first half of 2025, proposing a distribution of 0.88 yuan (including tax) per 10 shares, totaling approximately 458 million yuan [1] Group 2: Future Outlook - The company aims to enhance its investment value by improving operational performance and focusing on its core business [1] - There is a commitment to long-term steady development and increasing core competitiveness to provide good returns to shareholders [1]
9月16日早间重要公告一览
Xi Niu Cai Jing· 2025-09-16 04:12
Group 1 - Wuzhou Transportation's controlling shareholder plans to increase its stake in the company by investing between 85 million and 170 million yuan [1] - Blue Dai Technology received approval from the Anhui State-owned Assets Supervision and Administration Commission for a change in control [1] - Delin Hai's director plans to reduce his holdings by up to 505,600 shares, representing no more than 0.4474% of the total share capital [1] Group 2 - Rihua Chemical's shareholder plans to reduce holdings by up to 1.29% of the total share capital, equating to 5,996,900 shares [2] - Haili Wind Power's general manager intends to reduce holdings by up to 200,000 shares, representing 0.92% of the total share capital [3] Group 3 - China Merchants Shekou elected Zhu Wenkai as the new chairman following the resignation of Jiang Tiefeng [4] - Jingwei Hengrun's director plans to reduce holdings by up to 1 million shares, which is 0.8336% of the total share capital [6] Group 4 - Shanghai Construction clarified that recent media reports regarding the Koka gold mine are based on previously disclosed information [7] - Puran Technology is planning to acquire a controlling stake in a semiconductor company, enhancing its product offerings [8] Group 5 - Zhongchuang Environmental Protection's shareholder plans to reduce holdings by up to 2% of the total share capital, equating to 7,709,800 shares [10] - Yantian Port announced a cash dividend of 0.88 yuan per 10 shares, totaling 458 million yuan [11] Group 6 - Aishida's controlling shareholder plans to reduce holdings by up to 3% of the total share capital, equating to 10,219,200 shares [13] - Huaguang New Materials' shareholder plans to reduce holdings by up to 2.9972% of the total share capital, equating to 2.7 million shares [14] Group 7 - Yantian Port's wholly-owned subsidiary is introducing a strategic investor through a capital increase of 132.3275 million yuan [15] - Longpan Technology's subsidiary signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with a total sales value exceeding 6 billion yuan [16] Group 8 - China Pacific Insurance announced a transfer of state-owned equity involving 55.59 million shares, representing 0.58% of the total share capital [17][18] - Longxing Technology's major shareholder plans to reduce holdings by up to 1% of the total share capital, equating to 5,032,800 shares [18] Group 9 - Guangda Tongchuang's shareholder plans to reduce holdings by up to 1% of the total share capital, equating to 106,750 shares [19] - Qusleep Technology's multiple shareholders plan to collectively reduce holdings by up to 4.88% of the total share capital [19]
深圳市盐田港股份有限公司 关于广东盐田港深汕港口投资有限公司增资并引入战略投资者的公告
Transaction Overview - Shenzhen Yantian Port Co., Ltd. announced the introduction of strategic investor COSCO Shipping (Xiamen) Co., Ltd. through a non-public capital increase in Guangdong Yantian Port Shenshan Port Investment Co., Ltd. [1][2] - The registered capital of Shenshan Port Investment Co. will increase from 52,931 million RMB to 66,163.75 million RMB, with COSCO Shipping acquiring a 20% stake [1][2][3] - The existing shareholder, Yantian Port Operation Co., Ltd., will reduce its stake from 100% to 80% but will remain the controlling shareholder [1][2] Strategic Importance - The investment aims to enhance the integrated operational capabilities of "shipping + port + logistics" and position Xiaomo International Logistics Port as a key gateway in the Guangdong-Hong Kong-Macao Greater Bay Area [1][13] - The partnership with COSCO Shipping is expected to optimize resource integration, improve service quality, and enhance market competitiveness [13] Financial and Operational Impact - The capital increase is anticipated to optimize the asset-liability structure and reduce liquidity risks, thereby improving the overall operational efficiency of the project [13][14] - The funds raised will be utilized for the second phase of Xiaomo Port's construction and normal operational expenses [12][13] Corporate Governance - The transaction does not constitute a related party transaction or a major asset restructuring as per relevant regulations [2][3] - COSCO Shipping will have the right to nominate one director and one deputy general manager in the Shenshan Port Investment Co. [9] Company Background - COSCO Shipping (Xiamen) Co., Ltd. is a wholly-owned subsidiary of China COSCO Shipping Corporation, established in 1993, with a registered capital of 1.29 billion RMB [4][5] - Guangdong Yantian Port Shenshan Port Investment Co., Ltd. was established in 2015, with a focus on the investment, construction, and operation of Xiaomo International Logistics Port [6][7]
盐田港:深汕港口投资公司拟引入中远厦门公司为战略投资者
Xin Lang Cai Jing· 2025-09-15 14:25
盐田港公告称,为将小漠国际物流港打造成为粤港澳大湾区东部门户港,进一步提升"航运+港口+物 流"一体化运营能力,公司全资子公司盐港港口运营公司的全资子公司深汕港口投资公司拟以非公开协 议增资方式引进中远海运(厦门)有限公司作为战略投资者。公告显示,深汕港口投资公司总注册资本 5.29亿元,中远厦门公司拟以现金出资的方式新增注册资本1.32亿元。增资完成后,中远厦门公司将持 有深汕港口投资公司的20%股权。 ...