| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 4.64 | -1.28% | 58.79万 | 2.76亿 | | 002320 | 海峡股份 | 8.36 | -1.18% | 35.74万 | 3.00亿 | | 603565 | 中谷物流 | 10.50 | -0.94% | 11.28万 | 1.19亿 | | 601975 | 招商南油 | 2.91 | -0.34% | 150.27万 | 4.36亿 | | 600428 | 中远海特 | 6.64 | -0.30% | 24.11万 | 1.60亿 | | 001205 | 盛航股份 | 16.60 | -0.18% | 3.03万 | 5024.97万 | | 603209 | 兴通股份 | 15.53 | -0.13% | 5.11万 | 7943.79万 | | 001872 | 招商港口 | 20.80 | -0.10% | 2.70万 | 5614.61万 | | 600179 | 安通 ...

截至2025年8月18日15时，厦门港务股价报8.21元，与前一交易日持平。当日成交量为17.5万手，成交金 额1.44亿元，换手率为2.36%。 8月18日主力资金净流出1655.99万元，近五日累计净流出7654.17万元。 厦门港务主要从事港口综合物流服务，业务涵盖集装箱装卸、散杂货装卸、仓储堆存、理货公证、船舶 代理等。公司总市值60.90亿元，市盈率为24.13倍。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 ...

融券方面，当日融券卖出0.41万股，净买入4.32万股。 作者：智投君 最近三个交易日，12日-14日，厦门港务分别获融资买入0.24亿元、0.28亿元、0.33亿元。 8月14日，沪深两融数据显示，厦门港务获融资买入额0.33亿元，居两市第1206位，当日融资偿还额0.46 亿元，净卖出1247.39万元。 本文源自：金融界 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Xiamen Port Development Co., Ltd, indicating a significant decline in revenue and profit for Q1 2025 compared to the previous year [1][2] - As of August 14, Xiamen Port's stock closed at 8.17 yuan, down 2.62%, with a rolling PE ratio of 32.69 times, and a total market capitalization of 6.061 billion yuan [1][2] - The average PE ratio for the shipping and port industry is 14.56 times, with a median of 15.87 times, positioning Xiamen Port at 30th place within the industry [1][2] Group 2 - For Q1 2025, Xiamen Port reported an operating income of 4.328 billion yuan, a year-on-year decrease of 31.65%, and a net profit of 63.0931 million yuan, down 18.46% year-on-year, with a gross profit margin of 4.73% [1] - The company primarily engages in three business segments: bulk cargo terminal loading and storage, port comprehensive logistics services, and port trade [1] - As of the latest report, only one institution holds shares in Xiamen Port, with a total of 42,700 shares valued at 0.00 billion yuan [1]

来源：新浪证券-红岸工作室 8月14日，厦门港务跌2.62%，成交额1.95亿元，换手率3.18%，总市值60.61亿元。 异动分析 主力持仓 航运概念+自由贸易港+统一大市场+海峡两岸+福建自贸区 1、公司主要从事散杂货码头装卸与堆存业务、临港综合物流服务和港口贸易三大业务板块。 2、公司业务贯穿货物进出港所涉及的各个环节，构成了完整的港口综合物流服务供应链。 3、公司将围绕港口物流主业深化战略整合，立足协同效应坚定"走出去"布局，不断巩固和提升港口物 流主业的发展能力与空间。 4、公司主要从事散杂货码头装卸、综合物流服务和商品贸易。公司作为厦门港区规模最大的综合物流 服务商，拥有散杂货码头及后方堆场等稀缺资源、完善的港口配套与增值服务、较为完整的物流业务链 条，形成了内外贸航线、海陆空邮铁有效联动的物流服务体系。 5、公司办公地址处于福建省厦门市湖里区东港北路31号港务大厦20楼、21楼 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-4916.26万，占比0.25%，行业排名33/35，连续2日被主力资金减仓；所属行业主力净流 入-5.70亿， ...

8月12日，沪深两融数据显示，厦门港务获融资买入额0.24亿元，居两市第1522位，当日融资偿还额0.24 亿元，净买入68.05万元。 作者：智投君 融券方面，当日融券卖出4.78万股，净卖出4.77万股。 本文源自：金融界 最近三个交易日，8日-12日，厦门港务分别获融资买入0.18亿元、0.17亿元、0.24亿元。 ...

8月11日，沪深两融数据显示，厦门港务获融资买入额0.17亿元，居两市第1994位，当日融资偿还额0.13 亿元，净买入387.07万元。 本文源自：金融界 作者：智投君 最近三个交易日，7日-11日，厦门港务分别获融资买入0.20亿元、0.18亿元、0.17亿元。 融券方面，当日融券卖出0.02万股，净买入0.21万股。 ...

证券之星消息，8月8日航运港口板块较上一交易日上涨0.31%，海峡股份领涨。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002320 | 海峡股份 | 7.89 | 2.07% | 46.72万 | 3.67亿 | | 601326 | 奏凄股份 | 3.33 | 1.52% | 13.26万 | 4389.32万 | | 000520 | 凤凰航运 | 4.81 | 1.26% | 23.38万 | 1.12亿 | | 600017 | 日照港 | 3.26 | 1.24% | 25.06万 | 8121.35万 | | 600717 | 天津港 | 4.74 | 1.07% | 18.03万 | 8528.25万 | | 601919 | 中远海控 | 15.79 | 0.96% | 74.34万 | 11.74亿 | | 601866 | 中远海发 | 2. ...

Core Viewpoint - Xiamen Port Authority is progressing steadily in integrating port resources through a significant asset restructuring involving the acquisition of 70% of Xiamen Container Terminal Group for approximately 6.178 billion yuan, which is expected to enhance the company's competitive position and business structure [1][2]. Group 1: Transaction Details - The acquisition involves a combination of share issuance and cash payment, with a total transaction price of approximately 6.178 billion yuan [1][2]. - The valuation of 100% equity of the container terminal group is approximately 8.826 billion yuan, resulting in a premium rate of about 17.78% [2]. - The cash component of the transaction is 927 million yuan, while the share component is 5.251 billion yuan, with an issuance price of 6.64 yuan per share [2]. Group 2: Financial Position - As of the end of Q1 2025, Xiamen Port Authority's debt ratio was 51.44%, with cash holdings of 942 million yuan and interest-bearing liabilities of 2.185 billion yuan [3]. - The container terminal group has a lower debt ratio of 38.06% and has shown stable profitability, with a net profit of approximately 154 million yuan in Q1 2025 [4][9]. Group 3: Strategic Implications - The acquisition is expected to create significant synergies between Xiamen Port Authority's existing operations and the container terminal group's services, enhancing the overall business structure [6][7]. - The restructuring aims to position Xiamen Port Authority as a comprehensive modern port logistics service provider, covering multiple business segments including container and bulk cargo handling [7][10]. - Following the completion of the acquisition and fundraising, the financial health of Xiamen Port Authority is anticipated to improve, leading to enhanced competitiveness and profitability [5][10]. Group 4: Performance Comparison - Xiamen Port Authority has faced operational pressure in recent years, with revenues of 22.927 billion yuan and 22.147 billion yuan in 2023 and 2024, respectively, showing a decline in net profit [8]. - In contrast, the container terminal group has demonstrated stable revenue growth, with revenues of 2.475 billion yuan and 2.644 billion yuan in 2023 and 2024, respectively, and a net profit of 567 million yuan in 2024 [8][9].

Core Viewpoint - Xiamen Port Development Co., Ltd. is experiencing a decline in stock price and trading volume, indicating potential challenges in the market [1][4]. Company Overview - The company primarily engages in bulk cargo handling, logistics services, and port trade, making it the largest comprehensive logistics service provider in the Xiamen port area [2][3]. - The business model encompasses all aspects of cargo movement in and out of the port, forming a complete port logistics service supply chain [3]. - The company aims to deepen strategic integration around its port logistics core business, focusing on collaborative effects and expanding its operational capabilities [3]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 4.328 billion yuan, a year-on-year decrease of 31.65%, and a net profit attributable to shareholders of 63.0931 million yuan, down 18.46% year-on-year [6]. - The main revenue sources include port trade (89.62%), terminal operations (5.27%), and other related services [6]. Market Activity - On August 6, the stock price fell by 1.52%, with a trading volume of 297 million yuan and a turnover rate of 4.68%, leading to a total market capitalization of 6.268 billion yuan [1]. - The stock has seen a net outflow of 19.4553 million yuan from major investors today, with no clear trend in major holdings [4]. Shareholder Information - As of March 31, 2025, the number of shareholders increased by 17.60% to 48,300, while the average circulating shares per person decreased by 14.96% to 15,365 shares [6]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.954 million shares, an increase of 1.8258 million shares from the previous period [8]. Technical Analysis - The average trading cost of the stock is 8.26 yuan, with the current price approaching a resistance level of 8.48 yuan, indicating potential for a price correction if it fails to break through this level [5].