格隆汇9月5日丨炬申股份(001202.SZ)于近期投资者关系活动表示，公司已经在几内亚开展陆路运输服 务，为客户提供从矿区到港口的全程物流解决方案。此外，公司几内亚驳运项目也在积极推进中。 ...

Group 1 - The core viewpoint of the article highlights that Jushen Co., Ltd. will hold an online investor briefing on September 5, 2025, to discuss its semi-annual performance for 2025, with key executives participating [1] - For the first half of 2025, Jushen Co., Ltd. reported that its revenue composition is entirely from the logistics and warehousing industry, accounting for 100% [1] - As of the time of reporting, Jushen Co., Ltd. has a market capitalization of 2.4 billion yuan [1] Group 2 - The article also discusses the challenges faced by Haidilao, noting that its sub-brands have a survival rate of less than 50% [1]

Core Viewpoint - The company has initiated land transportation services in Guinea, providing comprehensive logistics solutions from mining areas to ports [1] Group 1 - The company is actively advancing its transshipment project in Guinea [1]

Group 1: Financial Performance - The company's revenue for the first half of 2025 increased significantly by 49.12%, primarily driven by the rise in comprehensive transportation business income [3] - Transportation business revenue grew by 65.38% year-on-year, while warehousing business revenue increased by 12.65% [3] Group 2: Strategic Initiatives - The funds from share repurchase will mainly be used to supplement the company's working capital, enhancing its sustainability [3] - The issuance of convertible bonds aims to raise funds for investment in the Guinea transshipment project, supplement working capital, and repay bank loans, thereby improving service capabilities and competitiveness [3] Group 3: Market Expansion - The company has initiated land transportation services in Guinea, providing comprehensive logistics solutions from mining areas to ports [3] - The Guinea transshipment project is actively progressing, contributing to the company's market presence in the region [3] Group 4: Investor Relations - The company aims to strengthen communication with investors through performance briefings and investor research, enhancing investor relations management services [4]

9月5日，炬申股份大宗交易成交96.58万股，成交额1245.88万元，占当日总成交额的20.25%，成交价 12.9元，较市场收盘价14.58元折价11.52%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-05 | 001202 | 炬申股份 | 12.90 | 96.58 | 1,245.88 中信证券华南股份 | 招商证券股份有限 | | | | | | | 有限公司广州花都 | 公司上海世纪大道 | | | | | | | 曙光路证券营业部 | 证券营业部 | ...

9月3日，炬申物流集团股份有限公司接待了包括国信证券在内的23家机构的特定对象调研，就公司业务 发展、市值管理等方面进行了深入交流。 调研基本信息 本次投资者关系活动类别为特定对象调研，时间为2025年9月3日15:00 - 17:00，地点在公司会议室。参 与单位名称及人员众多，其中，国信证券股份有限公司有冯如心、颜凤珠等8人；佛山市一懿资本投资 有限公司为何愿文；中国银河证券股份有限公司为渠源照；深圳民沣私募证券投资基金管理有限公司为 黄海山；华泰证券股份有限公司为王宸曜；国贸期货有限公司为陈俊锋；都邦财产保险股份有限公司为 王志刚；还有林满恒等16位个人投资者；佛山市蓝箭电子股份有限公司林品旺；新明珠集团股份有限公 司区静怡以及广东省佛山市岭南公证处杜启成。上市公司接待人员有董事会秘书裴爽，证券部工作人员 李洲全、罗富邦 。 调研精彩要点业务增长情况：今年上半年，炬申物流的物流综合服务收入同比增长65.38%，占营业收 入比重78.00%，成为增长主力。仓储综合服务也保持稳健增长，同比增长12.65%，占营业收入比重 21.32%。未来发展方向：公司计划继续深耕国内大宗商品物流市场，巩固现有客户，研究行 ...

炬申物流集团股份有限公司 投资者关系活动记录表 证券代码：001202 证券简称：炬申股份 | | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | | ☐ 媒体采访 ☐ | 业绩说明会 | | 投资者关系活动类别 | ☐ 新闻发布会 ☐ | 路演活动 | | | ☐ 现场参观 | | | | 其他（请文字说明其他活动内容） ☐ | | | | 国信证券股份有限公司：冯如心、颜凤珠、曹华德、黄玉 | | | | 玲、罗雪玲、陈燕芝、冯达和、赵瑞琳 | | | | 佛山市一懿资本投资有限公司：何愿文 | | | | 中国银河证券股份有限公司：渠源照 | | | | 深圳民沣私募证券投资基金管理有限公司：黄海山 | | | | 华泰证券股份有限公司：王宸曜 | | | 参与单位名称及人员姓 | 国贸期货有限公司：陈俊锋 | | | | 都邦财产保险股份有限公司：王志刚 | | | 名 | 个人投资者：林满恒、郭嘉繁、秦冬冬、陈学麟、黄展鸿、 | | | | 梁鉴康、何展提、钟美玲、梁新棠、徐裕全、何永衡、张 | | | | 伟通、钟乃荣、冯基祥、潘永德、庄泽洪 | | | | 佛 ...

证券代码：001202 证券简称：炬申股份 公告编号：2025-080 炬申物流集团股份有限公司 关于回购股份集中竞价减持进展暨首次减持的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 炬申物流集团股份有限公司（以下简称"公司"）于2025年8月4日召开了第四 届董事会第二次会议，审议通过了《关于回购股份集中竞价减持的议案》，根据公 司于2024年2月20日披露的《回购报告书》之约定用途，同意公司以集中竞价方式减 持已回购股份不超过1,666,911股（即不超过公司总股本的1%），减持期间为自本减 持计划公告之日起15个交易日之后三个月内。具体内容详见公司于2025年8月6日在 巨潮资讯网（www.cninfo.com.cn）发布的《关于回购股份集中竞价减持的公告》 （公告编号：2025-071）。 根据《深圳证券交易所上市公司自律监管指引第9号——回购股份》（以下简称： 《回购股份》）等相关规定。现将有关情况公告如下： 一、公司已回购股份基本情况 三、首次减持回购股份情况 公司于2025年9月2日通过集中竞价交易方式首次减持了回购股份，本次减持回 购股 ...

炬申股份公告，公司回购股份集中竞价减持计划总量不超过166.69万股，占公司总股本1%，减持期为 公告后15个交易日后的三个月内。截至2025年8月31日尚未减持，公司于2025年9月2日通过集中竞价首 次减持50000股，占总股本0.03%，成交均价14.73元/股，最高价14.8元/股，最低价14.69元/股。 ...

Group 1 - The core viewpoint of the article highlights the financial performance of Jushen Co., which reported a revenue increase of 49.12% year-on-year for the first half of 2025, reaching 662 million yuan, while the net profit attributable to shareholders rose by 3.18% to 40.81 million yuan [1] - In Q2 2025, the company achieved a revenue of 402 million yuan, marking a significant year-on-year increase of 73.13%, with a net profit of 32.97 million yuan, up 33.05% year-on-year [1] - The company's accounts receivable are notably high, with accounts receivable accounting for 134.85% of the latest annual net profit, indicating potential liquidity concerns [1] Group 2 - The company's gross margin was reported at 16.64%, reflecting a year-on-year decrease of 16.88%, while the net profit margin was 5.45%, down 38.86% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 52.77 million yuan, representing 7.97% of revenue, which is a 23.4% increase year-on-year [1] - The company’s return on invested capital (ROIC) was 6.96% last year, indicating average capital returns, with a historical median ROIC of 9.82% since its listing [2] Group 3 - The company operates 13 subsidiaries across the country, facilitating diverse transportation solutions for efficient logistics [3] - The cash flow situation is a concern, with cash and cash equivalents covering only 43.92% of current liabilities [2] - The company has a debt situation to monitor, with interest-bearing debt ratio reaching 29.62% [2]