登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本周末影响市场的重要资讯有：宏观新闻方面，商务部决定自2025年9月13日起对原产于美国的进口相 关模拟芯片进行反倾销立案调查；国家卫健委主导的《预制菜食品安全国家标准》草案已悄然通过专家 审查；行业要闻方面，白银现货破42美元大关；公司要闻方面，大基金三期首个产业投资项目浮出水 面。 宏观要闻 中美双方将在西班牙会谈 讨论美单边关税措施、TikTok等问题 9月12日，商务部新闻发言人就中美在西班牙举行会谈事答记者问。有记者问：美方消息称，美国财长 贝森特近日将在西班牙马德里与国务院副总理何立峰举行会谈，请问商务部可否确认该消息？答：经中 美双方商定，中共中央政治局委员、国务院副总理何立峰将于9月14日至17日率团赴西班牙与美方举行 会谈。双方将讨论美单边关税措施、滥用出口管制及TikTok等经贸问题。 商务部：就美国对华集成电路领域相关措施发起反歧视立案调查 商务部获得初步证据和信息显示，美国对华集成电路领域相关措施（以下称被调查措施）符合《中华人 民共和国对外贸易法》第七条规定的" ...

2025年8月6日，公司披露了《关于回购股份集中竞价减持的公告》，公司拟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;公司股票异常波动期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持计 划一致。 智通财经APP讯，炬申股份(001202.SZ)发布公告，公司股票于2025年9月10日、2025年9月11日、2025年 9月12日连续三个交易日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关 规定，属于股票交易异常波动的情况。 ...

2025年8月6日，公司披露了《关于回购股份集中竞价减持的公告》，公司拟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;公司股票异常波动期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持计 划一致。 炬申股份（001202）(001202.SZ)发布公告，公司股票于2025年9月10日、2025年9月11日、2025年9月12 日连续三个交易日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规定， 属于股票交易异常波动的情况。 ...

炬申股份9月14日公告，公司股票于2025年9月10日､2025年9月11日､2025年9月12日连续三个交易日收盘 价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动 情形。经核实，公司股票异常波动期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持 计划一致。 ...

人民财讯9月14日电，炬申股份（001202）9月14日晚间发布股票交易异常波动公告称，公司股票于2025 年9月10日、2025年9月11日、2025年9月12日连续三个交易日收盘价格涨幅偏离值累计超过20%。2025 年8月6日，公司披露了《关于回购股份集中竞价减持的公告》，公司拟以集中竞价方式减持已回购股份 不超过166.69万股(即不超过公司总股本的1%)，减持期间为自减持计划公告之日起15个交易日之后三个 月内；公司股票异常波动期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持计划一 致。 ...

证券代码：001202 证券简称：炬申股份 公告编号：2025-082 炬申物流集团股份有限公司 股票交易异常波动公告 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。 5、经核实，公司控股股东、实际控制人及一致行动人在本公司股票交易异常波 动期间未买卖本公司股票。 6、2025年8月6日，公司披露了《关于回购股份集中竞价减持的公告》，公司拟 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；公司股票异常波动 期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持计划一致。 三、是否存在应披露而未披露信息的说明 炬申物流集团股份有限公司（证券简称：炬申股份，证券代码：001202，以下 简称"公司""本公司"）股票于2025年9月10日、2025年9月11日、2025年9月12日 连续三个交易日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司对有关 ...

每经AI快讯，9月14日，炬申股份（001202）(001202.SZ)发布异动公告，2025年8月6日，公司披露了 《关于回购股份集中竞价减持的公告》，公司拟以集中竞价方式减持已回购股份不超过166.69万股(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；公司股票异 常波动期间，公司存在减持回购账户股票的情形，该减持与此前披露的减持计划一致。 ...

Core Viewpoint - Jushen Logistics Group Co., Ltd. plans to issue convertible bonds to unspecified objects, with the underwriting and sponsorship provided by Guolian Minsheng Securities [1][2]. Group 1: Company Overview - Jushen Logistics Group was established on November 10, 2011, and is listed on the Shenzhen Stock Exchange under the stock code 001202 since April 29, 2021 [1][2]. - The company has a registered capital of 166.69 million yuan and is headquartered in Foshan, Guangdong Province [1][2]. Group 2: Main Business Operations - The company operates primarily in the modern logistics industry, focusing on bulk commodity logistics and warehousing [2][3]. - Jushen Logistics offers multimodal transport services, integrating road, rail, and waterway resources to provide efficient logistics solutions [2][3]. - The company has developed a network freight platform to enhance transportation efficiency and reduce costs for clients [3]. - Jushen Logistics also provides self-operated transportation services, leveraging its industry experience to expand operations in Guinea, a major source of bauxite for China [3][4]. Group 3: Financial Data and Indicators - As of June 30, 2025, the total assets of the company amounted to 1.641 billion yuan, with total liabilities of 839.96 million yuan and owner's equity of 801.06 million yuan [6]. - The company's revenue for the first half of 2025 was 661.80 million yuan, with a net profit of 62.19 million yuan [7]. - The company reported a decrease in net profit by 8.83% in the first half of 2025 compared to the previous year, attributed to losses from its Guinea operations [7][8]. Group 4: Future Projects and Expectations - The funds raised from the convertible bond issuance will be used for the Jushen Guinea transshipment project, working capital, and repaying bank loans [10][11]. - The Guinea transshipment project is expected to generate an average annual revenue of 308.98 million yuan and a net profit of 93.88 million yuan once fully operational [10][11]. - The project has already secured contracts with major companies, covering 45.37% of the projected business volume for the first year [10][11].

Group 1 - The core point of the news is that Jushen Logistics Group Co., Ltd. is issuing convertible bonds to unspecified objects, with Guolian Minsheng Securities as the lead underwriter [1][2][3] - The underwriting team includes representatives Liu Yuting and Huang Ying, both with a strong track record in various projects [2] - The company was established on November 10, 2011, and is listed on the Shenzhen Stock Exchange under the stock code 001202 [3][5] Group 2 - As of June 30, 2025, Jushen Logistics has a registered capital of 166.69 million RMB and a total share capital of 166,691,110 shares [5][9] - The major shareholders include Wuhu Yuanyou Private Fund Management Co., Ltd. and others, holding a combined 73.34% of the shares [5][6] - The controlling shareholder and actual controller is Lei Qi, who holds 39.89% of the total shares [5][6] Group 3 - The company operates primarily in the modern logistics industry, focusing on bulk commodity logistics and warehousing [6][7] - Jushen Logistics provides multi-modal transport services, integrating various transportation resources to meet customer needs efficiently [6][8] - The warehousing services cover a wide range of bulk commodities, including aluminum, copper, and industrial silicon, among others [7][8] Group 4 - The financial data for the company shows a total revenue of 66.18 million RMB for the first half of 2025, with a net profit of 4.08 million RMB [9][12] - The company’s total assets as of June 30, 2025, amount to 164.10 million RMB, with total liabilities of 83.99 million RMB [10][11] - Key financial ratios include a current ratio of 1.27 and a debt-to-asset ratio of 51.19% [14]

Core Viewpoint - Jushen Logistics Group Co., Ltd. is planning to issue convertible bonds to raise a total of no more than 380 million yuan, with 266 million yuan allocated for the Guinea transshipment project and 114 million yuan for working capital and bank loan repayment [4][16]. Group 1: Project Details - The Guinea transshipment project involves the acquisition of barges, tugboats, and oil barges, which will be leased to SOCIETE JUSHEN GUINEE-SARLU for operations in Guinea, focusing on the transshipment of bauxite and other goods [4][16]. - The project is expected to generate an annual revenue of approximately 308.98 million yuan once fully operational, with a projected average gross profit margin of 39.13% [4][16]. - The company has not yet commenced transshipment operations and has faced losses in its Guinea land transportation services [4][16]. Group 2: Financial Implications - The total investment for the Guinea transshipment project is estimated at 349.01 million yuan, with 274.97 million yuan allocated for new fixed assets [11][16]. - The implementation of the project will increase the company's fixed asset scale, leading to additional depreciation expenses that may impact short-term profits [11][12]. - The projected depreciation from the new investments is expected to be manageable as the project begins to generate anticipated benefits [11][12]. Group 3: Regulatory and Compliance Aspects - The issuance of the convertible bonds is in compliance with relevant laws, including the Company Law and Securities Law, and is supported by a legal opinion from Beijing Jiayuan Law Firm [2][3]. - The company has conducted thorough feasibility studies and has prepared necessary approvals and documentation for the project [14][15]. - The company is required to obtain a navigation permit for the vessels, which is expected to be processed smoothly upon the arrival of the ships in Guinea [15][14]. Group 4: Market and Operational Risks - The project faces potential risks related to market demand, industry policies, and exchange rate fluctuations, which could affect the expected returns [17][18]. - The company has acknowledged the need for effective management of these risks to ensure the project's success and profitability [17][18]. - The operational environment in Guinea presents unique challenges, including political and economic differences compared to domestic operations [17][18].