Core Viewpoint - As of September 25, a total of 126 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Shandong Publishing, which has seen net buying for 16 consecutive trading days [1] - Other notable stocks with significant net buying days include Dashengda, Guangming Meat, Songlin Technology, Liuhua Co., Tianlong Co., Zhongnan Media, China Merchants Port, and Shapuaisi [1]

Core Insights - The 19th China (Shenzhen) International Logistics and Supply Chain Expo is being held from September 25 to 27, 2023, with a theme of "Embracing the Age of Great Navigation, Building New Economic Forces" [1] - The expo features over 2,200 exhibitors from more than 60 countries and regions, with an expected attendance of over 300,000 professional visitors [1] Global Exhibitor Insights - The proportion of international exhibitors exceeds 20%, highlighting the increasing importance of European logistics in the Chinese market [3] - European exhibitors provide comprehensive solutions addressing compliance and localization challenges faced by Chinese companies, particularly in cross-border e-commerce [3] - New and returning exhibitors from Belt and Road Initiative countries, including Uzbekistan and Georgia, offer strategic options for Chinese companies to build resilient supply chains [3] Domestic Exhibitor Insights - Domestic exhibitors from Shanghai, Zhejiang, and Shandong have reached new highs, with Qingdao's exhibitor numbers increasing by 70% [6] - Shanghai's participation includes nearly 200 companies, showcasing global shipping resources and advanced supply chain management solutions [6] - The growth of exhibitors from provinces like Xinjiang and Inner Mongolia indicates the strategic importance of land ports in China's opening-up strategy [7] Logistics and Technology Showcase - The expo features a comprehensive view of modern supply chains, moving beyond traditional logistics to include specialized logistics services [9] - A dedicated area for "Smart Logistics and Digital Technology" showcases innovations such as warehouse robots and autonomous delivery vehicles, emphasizing China's leadership in logistics digitization and green transformation [11] Forums and Networking Opportunities - The expo includes over 70 high-density forums aimed at addressing real industry challenges and fostering collaboration [13] - Key discussions involve global supply chain restructuring, geopolitical issues, and regional opportunities, providing strategic insights for decision-makers [13] - Specialized sessions for cross-border e-commerce cover a wide range of topics, from market selection to logistics and compliance, serving as a comprehensive guide for businesses [15] Targeted Matching and Collaboration - The expo features targeted matching sessions across five categories, ensuring participants can engage in focused discussions and find solutions to their challenges [15] - Activities like the "2025 China-Germany Smart Logistics and Overseas Warehouse Forum" aim to connect Chinese companies with European logistics hubs, facilitating international collaboration [15]

Market Performance - The shipping and port sector increased by 0.67% on September 24, with Nanjing Port leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Nanjing Port (002040) saw a significant rise of 10.01%, closing at 11.98 with a trading volume of 437,200 shares and a turnover of 506 million yuan [1] - Other notable performers included: - China Merchants Heavy Industry (601872) up 2.87% to 8.96 with a turnover of 934 million yuan [1] - HNA Technology (600751) up 1.94% to 4.74 with a turnover of 238 million yuan [1] - COSCO Shipping Energy (600026) up 1.49% to 12.27 with a turnover of 654 million yuan [1] Declining Stocks - Ningbo Port (601018) decreased by 2.36% to 3.73 with a trading volume of 2,439,400 shares and a turnover of 909 million yuan [2] - Other declining stocks included: - Ningbo Ocean Shipping (601022) down 2.24% to 10.91 [2] - COSCO Shipping Specialized (600428) down 1.05% to 6.62 [2] Capital Flow Analysis - The shipping and port sector experienced a net outflow of 187 million yuan from main funds, while retail investors saw a net inflow of 105 million yuan [2] - Notable capital flows included: - China Merchants Heavy Industry (601872) had a main fund net inflow of 11.3 million yuan [3] - Nanjing Port (002040) saw a main fund net inflow of 31.56 million yuan [3] - COSCO Shipping Energy (600026) had a main fund net inflow of 39.95 million yuan [3]

格隆汇9月22日丨招商港口(001872.SZ)公布，截至2025年9月19日，公司通过股份回购专用证券账户， 以集中竞价方式累计回购公司股份19,817,696股，占公司总股本(以公司2025年9月19日总股本 2,501,565,281股为基数)的0.79%，实际回购时间区间为2024年12月4日至2025年9月19日。本次回购股份 最高成交价为20.99元/股，最低为17.95元/股，已支付的总金额为388,952,994.18元（含印花税、佣金等 交易费用），公司本次回购股份总金额已达回购股份方案中回购总金额下限，且未超过回购总金额上 限，公司本次回购符合相关法律法规及公司回购方案的要求，本次回购股份方案已实施完毕。 ...

证券日报网讯 9月22日晚间，招商港口（001872）发布公告称，截至2025年9月19日，公司通过股份回 购专用证券账户，以集中竞价方式累计回购公司股份19，817，696股，占公司总股本（以公司2025年9 月19日总股本2，501，565，281股为基数）的0.79%。本次回购股份方案已实施完毕。 ...

Group 1 - The core point of the article is that China Merchants Port has announced a share buyback plan, repurchasing approximately 19.82 million shares, which accounts for 0.79% of the total share capital as of September 19, 2025 [1] - The share buyback was conducted through a centralized bidding method from December 4, 2024, to September 19, 2025 [1] - As of the report, the market capitalization of China Merchants Port is 50.8 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of China Merchants Port is as follows: port business accounts for 95.38%, bonded logistics business accounts for 3.6%, and property development and investment accounts for 1.01% [1]

证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-063 招商局港口集团股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 招商局港口集团股份有限公司（以下简称"公司"）分别于 2024 年 10 月 18 日、2024 年 10 月 29 日召开第十一届董事会 2024 年度第七次临时会议及 2024 年度第三次临时股东大会，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司以自有资金或自筹资金通过深圳证券交易所以 集中竞价交易方式回购公司股份，回购的股份全部用于注销并减少注册资本， 回购价格不超过 31.50 元/股。回购的资金总额不低于人民币 19,500 万元（含） 且不超过人民币 38,900 万元（含），回购实施期限为自公司股东大会审议通过 本次回购股份方案之日起 12 个月内。具体内容详见公司于 2024 年 10 月 20 日 在巨潮资讯网（www.cninfo.com.cn）披露的《第十一届董事会 2024 年度第七 次临时会议决议公告》（公告 ...

Group 1 - The total container throughput for August 2025 is projected to be 18.312 million TEU, representing a year-on-year increase of 5.6% [1] - Cumulative container throughput for the year to date is 136.886 million TEU, showing a year-on-year growth of 4.8% [1] - Container throughput at domestic terminals in August reached 14.515 million TEU, reflecting a year-on-year increase of 7.7% [1] - Container throughput at overseas terminals in August amounted to 3.352 million TEU, with a year-on-year growth of 0.4% [1] Group 2 - The total bulk cargo volume for August is 110 million tons, indicating a year-on-year increase of 2.1% [1] - Cumulative bulk cargo volume for the year stands at 843 million tons, which is a year-on-year growth of 0.8% [1]

证券代码：001872/201872 证券简称：招商港口/招港 B 公告编号：2025-062 招商局港口集团股份有限公司 关于 2025 年 8 月业务量数据的自愿性信息披露公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 | 业务指标 | 2025 年 8 月 | 同比变化 | 本年累计 | 同比变化 | | --- | --- | --- | --- | --- | | 集装箱总计（万 TEU） | 1,831.2 | 5.6% | 13,688.6 | 4.8% | | 内地码头 | 1,451.5 | 7.7% | 10,732.3 | 5.6% | | 其中：珠三角 | 155.7 | -9.4% | 1,201.3 | 4.0% | | 长三角 | 981.2 | 13.7% | 7,125.3 | 7.7% | | 环渤海 | 282.1 | 0.8% | 2,182.3 | 0.6% | | 东南地区 | 20.3 | -1.9% | 144.4 | 5.0% | | 西南地区 | 12.2 | -0.2% | 79.0 | -7.9% | | ...

Core Viewpoint - Antong Holdings announced a share transfer agreement involving significant shareholders, which will not affect the company's actual controller [1] Group 1: Share Transfer Details - China Ocean Shipping Company (COSCO) and China Merchants Port Group Co., Ltd. signed a share transfer agreement with Guoxin Securities Co., Ltd. [1] - COSCO will acquire 39 million shares, while Guoxin Securities will transfer 178 million shares, totaling 217 million shares [1] - The transferred shares represent 5.14% of the total shares of Antong Holdings and are classified as unrestricted circulating shares [1] Group 2: Transaction Timing and Impact - The share transfer is scheduled for September 10, 2025 [1] - The agreement does not trigger a mandatory tender offer and will not lead to a change in the actual controller of the company [1]