Group 1 - Several companies, including Haixia Innovation, Pingtan Development, and Haitong Development, reached their daily limit increase in stock prices [1] - Xiamen Port Authority and Fujian Jinsen also approached their daily limit increase [1] - Other companies such as Zhangzhou Development, Fujian Cement, Air China Ocean, and Sanmu Group experienced significant price increases [1]

Core Viewpoint - The concept of the Fujian Free Trade Zone has seen a significant increase in stock prices, with several companies experiencing a surge in their stock performance amid market fluctuations [1] Group 1: Stock Performance - Companies such as Haixia Innovation, Pingtan Development, and Haitong Development reached their daily limit up [1] - Xiamen Port Authority and Fujian Jinsen also approached their daily limit up during trading [1] - Other companies like Zhangzhou Development, Fujian Cement, China National Offshore Oil Corporation, and Sanmu Group showed notable upward movement [1]

Core Viewpoint - The company has approved a profit distribution plan for the 2025 interim period, which includes a cash dividend distribution to shareholders based on the total share capital as of June 30, 2025 [1][2]. Group 1: Profit Distribution Plan - The company held its annual general meeting on April 18, 2025, where it approved the profit distribution plan for 2024 and the mid-term dividend plan for 2025 [1]. - The board of directors approved a cash dividend of 0.55 RMB per 10 shares, totaling approximately 40.8 million RMB, with no capital reserve conversion or bonus shares issued [2][4]. - The total share capital remained unchanged from the announcement of the distribution plan to its implementation [3]. Group 2: Implementation Details - The cash dividend distribution will be based on a total share capital of 741,809,597 shares as of June 30, 2025 [6]. - The record date for the dividend distribution is set for October 22, 2025, and the ex-dividend date is October 23, 2025 [6]. - The cash dividends will be directly credited to the shareholders' accounts through their custodial securities companies [8]. Group 3: Taxation and Dividend Distribution Method - The cash dividend will be subject to different tax rates based on the holding period of the shares, with specific rates outlined for different categories of investors [6]. - The company will bear the legal responsibilities if there are insufficient funds for the dividend distribution due to a decrease in shareholders' accounts during the application period [10]. Group 4: Consultation and Documentation - The company has provided contact information for inquiries regarding the dividend distribution [10]. - Relevant documents, including resolutions from the board meetings and the annual general meeting, are available for review [10].

Core Viewpoint - Xiamen Port Authority announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [1] Summary by Categories Dividend Distribution - The company will distribute a cash dividend of 0.55 RMB per 10 shares to all shareholders, based on a total share capital of 741,809,597 shares [1] - The record date for the dividend is set for October 22, 2025, and the ex-dividend date is October 23, 2025 [1]

证券代码：000905 证券简称：厦门港务 公告编号：2025-54 厦门港务发展股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准 确和完整，没有虚假记载、误导性陈述或重大遗漏。 一、股东大会授权及董事会审议通过利润分配及资本公 积金转增股本方案等情况 1．厦门港务发展股份有限公司（以下简称公司）于 2025 年 4 月 18 日召开 2024 年度股东大会，审议通过了《厦门港 务发展股份有限公司 2024 年度利润分配方案及 2025 年中期 分红规划的议案》，股东大会授权董事会综合考虑公司盈利 情况、发展阶段、重大资金安排、未来成长需要及对股东的 合理回报等因素，并在符合相关法律法规及《厦门港务发展 股份有限公司章程》等有关制度的前提下，决定公司 2025 年度中期（半年度或三季度）利润分配事宜。 2．公司于 2025 年 8 月 25 日召开第八届董事会第十三次 会议、第八届监事会第十次会议，审议通过了《关于厦门港 务发展股份有限公司 2025 年半年度利润分配方案的议案》， 具体分配方案为：以截止 2025 年 6 月 30 日公司总股本 741,80 ...

Core Viewpoint - Xiamen Port Development Co., Ltd. is focusing on enhancing its port logistics capabilities and expanding its strategic layout to strengthen its core business in port logistics [2][3]. Company Overview - The company primarily engages in bulk cargo handling, integrated logistics services, and port trade, making it the largest comprehensive logistics service provider in the Xiamen port area [3][7]. - The business model encompasses all aspects of cargo movement in and out of the port, forming a complete supply chain for port logistics services [3][4]. - The revenue composition includes 89.43% from integrated supply chain services, 5.65% from port support services, 4.59% from cargo handling and storage, and 0.33% from other sources [7]. Financial Performance - For the period from January to June 2025, the company reported a revenue of 10.542 billion yuan, a year-on-year decrease of 14.72%, while the net profit attributable to shareholders was 141 million yuan, reflecting a year-on-year increase of 9.44% [7]. - The company has distributed a total of 963 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the past three years [8]. Market Activity - On October 15, the stock price of Xiamen Port Development fell by 0.82%, with a trading volume of 123 million yuan and a turnover rate of 1.97%, resulting in a total market capitalization of 6.276 billion yuan [1]. - The main capital flow showed a net outflow of 8.1505 million yuan, with the industry ranking at 19 out of 35, indicating a reduction in main capital positions over three consecutive days [4][5]. Technical Analysis - The average trading cost of the stock is 8.45 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6]. - The current stock price is near a support level of 8.37 yuan, and a drop below this level could trigger a downward trend [6].

Core Viewpoint - Xiamen Port Development Co., Ltd. is focusing on enhancing its port logistics capabilities and expanding its strategic layout in response to the evolving market dynamics, particularly in the context of the Free Trade Zone and cross-strait trade [2][3]. Company Overview - The company primarily engages in bulk cargo handling, integrated logistics services, and port trade, making it the largest comprehensive logistics service provider in the Xiamen port area [3][7]. - The business model encompasses all aspects of cargo movement in and out of the port, forming a complete supply chain for port logistics services [3][4]. - The revenue composition includes 89.43% from integrated supply chain services, 5.65% from port support services, 4.59% from cargo handling and storage, and 0.33% from other sources [7]. Financial Performance - For the first half of 2025, the company reported a revenue of 10.542 billion, a year-on-year decrease of 14.72%, while the net profit attributable to shareholders was 141 million, reflecting a year-on-year increase of 9.44% [7]. - The company has distributed a total of 963 million in dividends since its A-share listing, with 199 million distributed over the past three years [8]. Market Activity - On October 13, the stock price of Xiamen Port Development fell by 0.12%, with a trading volume of 134 million and a turnover rate of 2.16%, resulting in a total market capitalization of 6.246 billion [1]. - The main capital flow showed a net outflow of 8.128 million, indicating a lack of clear trend in major capital movements [4][5]. Technical Analysis - The average trading cost of the stock is 8.45, with the current price near a support level of 8.37, suggesting potential for a rebound if this support holds [6].

Group 1 - The company held its 15th meeting of the 8th Board of Directors on September 26, 2025, with all 9 directors present, complying with relevant regulations and the company's articles of association [1][3]. - The Board approved the proposal for the liquidation and cancellation of its controlling enterprise, Xiamen Port Material [3][4]. - The decision to liquidate Port Material was made due to the ongoing downturn in the construction materials industry, which has led to declining prices and extended payment cycles since 2021, resulting in operational challenges for Port Material [3][4]. Group 2 - The company’s subsidiary, Xiamen Road and Bridge Building Materials Co., Ltd., which was renamed Xiamen Road and Bridge Xiangtong Concrete Building Materials Co., Ltd., previously held a 51% stake in the joint venture Xiamen Port Material Supply Chain Co., Ltd. [2]. - The registered capital of Xiamen Port Material is 50 million yuan, with the ownership structure being 51% held by Road and Bridge Building Materials, and 24.5% each by He Yuan Cheng and Ding Xin Chang [2]. - The liquidation of Port Material is not expected to significantly impact the company's overall business development or operations, as its business scale, revenue, and profit contributions are relatively small [3].

Core Viewpoint - Haikou Meilan International Airport has launched a new route to Jakarta, increasing the frequency of flights to eight per week, enhancing travel convenience for tourists during the upcoming National Day and Mid-Autumn Festival holidays [2] Group 1: New Route Launch - The new Haikou-Jakarta route is operated by Hainan Airlines using the B737 aircraft model, with flights scheduled on Tuesdays, Thursdays, Fridays, and Sundays [2] - The outbound flight HU701 departs Haikou at 14:50 Beijing time and arrives in Jakarta at 18:10 local time, while the return flight HU702 leaves Jakarta at 19:15 local time and lands in Haikou at 00:35 the next day [2] Group 2: Expansion of International Routes - Since 2025, Meilan Airport has opened 11 international and regional routes, including Haikou-Tokyo, Haikou-Osaka, Haikou-London, and others, indicating a significant expansion in its international flight offerings [2] - Future plans include the opening of additional routes such as Haikou-Madrid, further increasing the coverage and frequency of domestic and international flights [2]

Core Points - Xiamen Port Development Co., Ltd. held its 15th meeting of the 8th Board of Directors on September 26, 2025, and approved the proposal for the liquidation and cancellation of its holding subsidiary, Port Materials [1] - The registered capital of Port Materials was 50 million yuan, with shareholding ratios of 51%, 24.5%, and 24.5% held by Xiamen Road and Bridge Materials Co., Ltd., Heyuan Cheng (Xiamen) Supply Chain Management Co., Ltd., and Dingxin Chang (Xiamen) Industrial Co., Ltd. respectively [1] - Due to a prolonged downturn in the construction materials industry and a continuous decline in ready-mixed concrete prices since 2021, Port Materials faced operational challenges and failed to meet expected performance [1] - The Board of Directors of Xiamen Port made a prudent decision to liquidate Port Materials, which is within the approval authority of the Board and does not require shareholder meeting approval, nor does it involve related transactions or constitute a major asset restructuring [1] - The business scale, revenue, and profit of Port Materials are relatively small compared to Xiamen Port, and the liquidation is expected to optimize the external investment projects and structure of Xiamen Port and Port Trade, improving capital efficiency without significantly impacting overall operations or harming the interests of shareholders, especially minority shareholders [1] - The voting result for the proposal was 9 votes in favor, 0 against, and 0 abstentions [1]