来源：新浪证券-红岸工作室 11月21日，盐田港盘中下跌2.18%，截至10:53，报4.48元/股，成交7240.16万元，换手率0.50%，总市值 232.94亿元。 盐田港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：港口运输、低价、RCEP概 念、中欧班列、一带一路等。 截至9月30日，盐田港股东户数7.18万，较上期增加10.42%；人均流通股44079股，较上期减少9.44%。 2025年1月-9月，盐田港实现营业收入6.16亿元，同比增长0.49%；归母净利润10.71亿元，同比增长 6.66%。 分红方面，盐田港A股上市后累计派现74.58亿元。近三年，累计派现20.15亿元。 机构持仓方面，截止2025年9月30日，盐田港十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1851.72万股，为新进股东。 资金流向方面，主力资金净流出318.05万元，特大单买入141.72万元，占比1.96%，卖出458.12万元，占 比6.33%；大单买入1345.83万元，占比18.59%，卖出1347.48万元，占比18.61%。 盐田港今年以来股价跌5.49%，近5个交易日跌 ...

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is actively expanding its multi-modal transport network and focusing on professional port cluster development to enhance long-term growth and shareholder returns [2][3]. Group 1: Multi-Modal Transport Network - The company has achieved continuous positive growth in sea-rail intermodal transport for six consecutive years, leveraging its unique railway access to the port [2]. - As of now, Yantian Port has established a network comprising "26 inland ports + 34 sea-rail intermodal routes," extending its service network to South China, Central China, and Southwest China [2]. - The regional linkage system includes "15 Greater Bay Area combination ports + 17 feeder routes," creating an efficient multi-modal transport framework to support the export of "China Intelligent Manufacturing" goods and the establishment of Shenzhen as a global logistics hub [2]. Group 2: Future Growth and Strategic Planning - The company plans to deepen its presence in Shenzhen, focus on the Guangdong-Hong Kong-Macao Greater Bay Area, and collaborate with the Yangtze River Economic Belt, emphasizing three core group layouts: East Guangdong, West Shenzhen, and the Yangtze River Economic Belt [3]. - Key areas of focus for revenue expansion include containers, coal, iron ore, and new energy vehicles, aiming to build specialized capabilities through strategic port or intermodal project layouts [3]. - The company is also seeking overseas quality port projects to enhance its project reserve and establish a port service system that integrates river-sea, trunk-branch, and sea-rail linkages for sustainable development [3]. Group 3: Fund and Naming Plans - The Shenzhen Port Hongsheng Marine Technology Investment Fund is currently in the preparatory stage and requires registration with the Asset Management Association of China before implementation [4]. - The company has clarified that there are no plans for a name change regarding its listing on the Shenzhen Stock Exchange at this time [4].

Group 1: Infrastructure and Network Expansion - Yantian Port has established a solid foundation in "sea-rail intermodal" and "inland port" network construction, with a continuous positive growth in sea-rail intermodal volume for six consecutive years [2][3] - The port has added 9 inland ports this year, expanding its service network to South China, Central China, and Southwest regions, effectively achieving "ports at your doorstep" [2][3] - Currently, Yantian Port has built a network of "26 inland ports + 34 sea-rail intermodal lines" and a regional linkage system of "15 Greater Bay Area combination ports + 17 barge feeder lines" [3] Group 2: Revenue and Investment Strategies - The company has gained stable income through investments in terminals and highways, and is exploring mergers, strategic partnerships, or new project investments to expand revenue sources [3] - Yantian Port aims to deepen its layout in three core groups: East Guangdong, West Shenzhen, and the Yangtze River Economic Belt, focusing on container, coal, iron ore, and new energy vehicles [3] - The company is actively seeking overseas quality port projects to enhance its project reserve and promote a networked port layout [3] Group 3: Fund and Corporate Structure - The Shenzhen Port Hongsheng Marine Technology Investment Fund is currently in the preparatory stage and requires registration with the Asset Management Association of China before implementation [4] - There are no current plans to change the trading name on the Shenzhen Stock Exchange, despite the parent company being renamed [4][5] - The East Port area is expected to transfer its equity or assets to Yantian Port or a third party within 36 months of obtaining port operation permits, as per commitments made by the controlling shareholder [5] Group 4: Investor Relations and Transparency - The investor relations activity did not involve any undisclosed significant information [5] - The company is committed to maintaining transparency and will fulfill information disclosure obligations in accordance with relevant regulations [4]

证券之星消息，11月18日，盐 田 港（000088）融资买入2391.52万元，融资偿还2173.4万元，融资净买 入218.12万元，融资余额2.78亿元，近3个交易日已连续净买入累计1346.07万元。 融资融券余额2.78亿元，较昨日上涨0.77%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-18 | 2.78亿 | 212.53万 | 0.77% | | 2025-11-17 | 2.76亿 | 587.55万 | 2.17% | | 2025-11-14 | 2.70亿 | 540.23万 | 2.04% | | 2025-11-13 | 2.65 亿 | -179.27万 | -0.67% | | 2025-11-12 | 2.67亿 | 252.82万 | 0.96% | | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-11-18 | 218.12万 | 2.78亿 | 1.92% | | 2025-1 ...

证券日报网讯 11月18日晚间，盐田港发布2025年中期分红派息实施公告称，公司2025年中期利润分配 方案为每10股派发现金红利0.88元人民币（含税），股权登记日为2025年11月25日，除权除息日为2025 年11月26日。 （文章来源：证券日报） ...

盐田港公告，公司2025年第三次临时股东会审议通过2025年中期利润分配方案，以现有总股本51.99亿 股为基数，向全体股东每10股派发现金红利0.88元人民币(含税)，不送股，不进行资本公积金转增股 本。股权登记日为2025年11月25日，除权除息日为2025年11月26日。 ...

证券代码：000088 证券简称：盐田港 公告编号：2025-57 2.自利润分配预案披露至实施期间公司总股本未发生变化；若在权 益分派股权登记日前公司总股本发生变化的，公司将按照"分配比例固 定不变"的原则，对现金分红总额进行相应调整。 深圳市盐田港股份有限公司 2025 年中期分红派息实施公告 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、股东会审议通过的利润分配方案情况 1.深圳市盐田港股份有限公司（以下简称"公司"或"本公司"） 于 2025 年 11 月 6 日召开公司 2025 年第三次临时股东会，审议通过了《 关于公司 2025 年度中期现金分红预案》。公司股东会同意 2025 年中期 利润分配方案如下： 以公司现有总股本 5,199,483,346 股为基数，向全体股东每 10 股派 发现金红利 0.88 元人民币（含税）。公司 2025 年中期拟不送股，不进 行资本公积金转增股本。 3.本次实施的分配方案与公司 2025 年第三次临时股东会审议通过的 分配方案及其调整原则一致。 4.本次实施分配方案距离股东会审议通过的时间未超过两个月。 ...

异动分析 航运概念+统一大市场+深圳国企改革+粤港澳大湾区+雄安新区 1、深圳市盐田港股份有限公司的主营业务包括码头的开发与经营；货物装卸与运输；港口配套交通设 施建设与经营；港口配套仓储及工业设施建设与经营等。公司的主要产品或提供的劳务：高速公路收 费、港口货物装卸运输、仓储及其他服务。 2、公司的主要业务包括：投资港口货物装卸与运输业务，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。公司从事的港口行业属于国民经济基础产业，行业的发展水 平与国家及区域经济贸易发展状况密切相关。在"双循环"新发展格局下，港口作为连接国内与国际的交 通枢纽，具备放大汇聚物流、资金、贸易、数据的价值；港口主业与以港口为核心的港口供应链成为连 接国内国际两个市场的重要手段。 来源：新浪证券-红岸工作室 11月18日，盐田港跌1.30%，成交额1.56亿元，换手率1.08%，总市值237.62亿元。 主力没有控盘，筹码分布非常分散，主力成交额8267.05万，占总成交额的4.51%。 技术面：筹码平均交易成本为4.60元 该股筹码平均交易成本为4.60元，近期筹码关注程度减弱；目前股价在压力位4.60和 ...

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area and the Xiong'an New Area, with significant expectations for overall listing in the market [2][4]. Company Overview - Shenzhen 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 [2][6]. - The company is primarily engaged in port cargo handling and transportation, terminal construction project management, toll highway operation management, and customs supervision warehousing [2][6]. - The company is controlled by the Shenzhen Municipal Government's State-owned Assets Supervision and Administration Commission [2][6]. Financial Performance - As of September 30, 2025, Yantian Port achieved operating revenue of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, a year-on-year increase of 6.66% [7]. - 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 [7]. Market Activity - On November 17, Yantian Port's stock price fell by 0.86%, with a trading volume of 133 million yuan and a turnover rate of 0.90%, bringing the total market capitalization to 24.074 billion yuan [1][4]. - The stock has seen a net outflow of 11.2193 million yuan from main funds today, with a ranking of 19 out of 35 in its industry [3][4]. Technical Analysis - The average trading cost of the stock is 4.60 yuan, with the current stock price fluctuating between resistance at 4.64 yuan and support at 4.62 yuan, indicating potential for range trading [5].

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area and the Xiong'an New Area, with significant expectations for overall market performance [2][4]. Company Overview - Shenzhen Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, construction and operation of port-related transportation facilities, and warehousing and industrial facilities [2][6]. - The company is primarily engaged in port cargo handling and transportation, terminal construction project management, toll highway operation management, and customs supervision warehousing [2][6]. - The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the Shenzhen Municipal People's Government [2][6]. Financial Performance - As of September 30, 2025, Yantian Port achieved operating revenue of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, a year-on-year increase of 6.66% [7]. - 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 [7]. Market Position and Trends - Yantian Port is one of the highest single-port container throughput terminals globally, with strong market expectations for overall listing [2][4]. - The company is expected to benefit from the development of the Greater Bay Area, enhancing its role as a crucial logistics hub connecting domestic and international markets [2][4]. Shareholder Information - As of September 30, 2025, the number of shareholders reached 71,800, an increase of 10.42% from the previous period, with an average of 44,079 circulating shares per person, a decrease of 9.44% [7].