| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002492 | 恒基达鑫 | 6.99 | -5.41% | 38.84万 | 2.74亿 | | 002800 | 天顺股份 | 15.83 | -4.41% | 30.63万 | 4.93亿 | | 300873 | 海晨股份 | 26.01 | -3.60% | 16.31万 | 4.25 Z | | 872351 | 华米渡海 | 28.97 | -2.26% | - 3.52万 | 1.02亿 | | 603329 | 上海雅仕 | 12.26 | -1.61% | 4.89万 | 6019.74万 | | 600233 | 圆通速递 | 16.17 | -1.52% | 27.51万 | 4.43亿 | | 603871 | 嘉友国际 | 11.58 | -1.45% | 15.32万 | 1.77亿 | | 002889 | 东方嘉盛 | 16.69 | -1.42% | 11.61万 | 1.93亿 | | 603836 | 海程 ...

Group 1 - The stock price of Chuanhua Zhiliang as of August 12, 2025, closed at 6.00 yuan, down 0.50% from the previous trading day, with a trading volume of 168 million yuan and a turnover rate of 1.00% [1] - Chuanhua Zhiliang's main business includes smart logistics and supply chain services, with its subsidiary Chuanhua Logistics being a leading operator of road logistics platforms in China [1] - The company aims to build a digital supply chain service system, covering the entire country [1] Group 2 - On the evening of August 12, Chuanhua Zhiliang announced that its subsidiary Chuanhua Logistics provided a guarantee for a 190 million yuan fixed asset loan to Chengdu Chuanhua Smart Logistics Port Co., Ltd. to support the integrated public service center project for intelligent manufacturing supply chains in Sichuan Province [1]

证券代码：002010 证券简称：传化智联 公告编号：2025-047 传化智联股份有限公司 注册资本：46,000 万元 注册地址：四川省成都市新都区新都街道普河路 2939 号 法定代表人：杨建龙 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 联"）子公司传化物流集团有限公司（以下简称"传化物流"）签署了《关于成 都传化智慧物流港有限公司四川省智能制造供应链一体化公共服务中心项目固 定资产贷款的补流承诺函》，传化物流为其下属公司成都传化智慧物流港有限公 司 (以下简称"成都智慧港"）四川省智能制造供应链一体化公共服务中心项目 本次担保事项属于公司子公司为其下属公司提供担保，子公司传化物流已履 行了审议程序，本次承诺事项无需提交传化智联董事会或股东大会审议。 二、被担保人基本情况 公司名称：成都传化智慧物流港有限公司 成立时间：2018 年 07 月 12 日 公司类型：其他有限责任公司 经营范围：一般项目：国内货物运输代理；国际货物运输代理；园区管理服 务；总质量 4.5 吨及以下普通货运车辆道路货物运输（除网络货运和危险货物）； 信息咨 ...

证券日报网讯 8月12日晚间，传化智联发布公告称，2025年8月11日，公司子公司传化物流集团有限公 司（简称"传化物流"）签署了《关于成都传化智慧物流港有限公司四川省智能制造供应链一体化公共服 务中心项目固定资产贷款的补流承诺函》，传化物流为其下属公司成都传化智慧物流港有限公司（简 称"成都智慧港"）四川省智能制造供应链一体化公共服务中心项目19，000万元固定资产贷款提供担 保。本次担保事项属于公司子公司为其下属公司提供担保，子公司传化物流已履行了审议程序，本次承 诺事项无需提交传化智联董事会或股东大会审议。 （文章来源：证券日报） ...

关于子公司对下属公司提供担保的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：002010 证券简称：传化智联 公告编号：2025-047 传化智联股份有限公司 一、担保情况概述 2025 年 8 月 11 日，传化智联股份有限公司（以下简称"公司"或"传化智 联"）子公司传化物流集团有限公司（以下简称"传化物流"）签署了《关于成 都传化智慧物流港有限公司四川省智能制造供应链一体化公共服务中心项目固 定资产贷款的补流承诺函》，传化物流为其下属公司成都传化智慧物流港有限公 司 (以下简称"成都智慧港"）四川省智能制造供应链一体化公共服务中心项目 19,000 万元固定资产贷款提供担保。 本次担保事项属于公司子公司为其下属公司提供担保，子公司传化物流已履 行了审议程序，本次承诺事项无需提交传化智联董事会或股东大会审议。 二、被担保人基本情况 公司名称：成都传化智慧物流港有限公司 成立时间：2018 年 07 月 12 日 注册资本：46,000 万元 公司类型：其他有限责任公司 经营范围：一般项目：国内货物运输代理；国际货物运输代理；园区管理服 务； ...

金融界消息 截至2025年8月11日收盘，传化智联（002010）报收于6.03元，上涨0.17%，换手率1.37%， 成交量38.18万手，成交金额2.30亿元。 天眼查商业履历信息显示，传化智联股份有限公司，成立于2001年，位于杭州市，是一家以从事化学原 料和化学制品制造业为主的企业。企业注册资本278797.0508万人民币，实缴资本278797.0508万人民 币。公司法定代表人为周家海。 通过天眼查大数据分析，传化智联股份有限公司共对外投资了24家企业，参与招投标项目37次，知识产 权方面有商标信息66条，专利信息189条，此外企业还拥有行政许可49个。 来源：金融界 资金流向方面，今日主力资金净流出1254.94万元，占比成交额5.47%。其中，超大单净流出3149.40万 元、占成交额13.72%，大单净流入1894.46万元、占成交额8.25%，中单净流出流入1965.00万元、占成 交额8.56%，小单净流出710.06万元、占成交额3.09%。 传化智联最新一期业绩显示，截至2025一季报，公司营业总收入60.31亿元、同比减少5.78%，归属净利 润1.97亿元，同比增长15.80%， ...

Group 1 - The strategic cooperation framework agreement was signed between Transfar Zhilian and CATL's Times Kijiji New Energy Technology Co., aiming to build a low-carbon logistics system and promote green transformation in the logistics industry [1][2] - The partnership will establish efficient new energy battery swap demonstration stations within Transfar's highway ports, enhancing operational efficiency by integrating logistics data and customer resources [1][2] - By 2030, CATL plans to build a nationwide battery swap network covering 80% of trunk transportation capacity and 16 major urban clusters, facilitating the low-carbon transition of the heavy truck industry [2] Group 2 - Transfar Zhilian has been developing an integrated green ecosystem that includes photovoltaic power generation, charging stations, and energy storage facilities, extending its green vision through this collaboration [2] - The project will utilize CATL's battery swap solutions, supporting multi-brand vehicle swapping and creating a sustainable energy system through a "photovoltaic + energy storage + battery swap" model [2] - The collaboration aims to connect logistics transportation data with energy management data, enabling real-time planning of energy supply nodes and optimizing resource allocation for new energy heavy trucks [3]

Core Insights - The strategic cooperation framework agreement between Chuanhua Zhili (传化智联) and CATL (宁德时代) aims to build a low-carbon logistics system through the development of a new energy refueling network and ecological integration in the logistics industry [1][4] - The partnership will leverage Chuanhua Zhili's extensive logistics infrastructure, including 72 intelligent highway ports and a daily traffic flow of 170,000 vehicles, to create a "natural testing ground" for the large-scale implementation of new energy technologies [1][2] Group 1: Market Growth and Infrastructure - The pure electric heavy truck market in China is experiencing rapid growth, with projected sales reaching 82,700 units in 2024, a year-on-year increase of 139.4%, alongside an expanding battery swap market [2] - By 2030, CATL plans to establish a battery swap network covering 80% of trunk transportation capacity across 16 major urban clusters, facilitating the low-carbon transition in the heavy truck industry [2] Group 2: Operational Efficiency and Cost Reduction - The collaboration will implement CATL's battery swap solutions, allowing for multi-brand vehicle compatibility and utilizing an integrated model of "photovoltaics + energy storage + battery swap" to create a sustainable energy system [2] - The battery swap process for fully charged heavy trucks can be completed in as little as 5 minutes, comparable to LNG refueling times and faster than diesel, with expectations to reduce logistics costs by 20% and improve efficiency by 30% [2] Group 3: Value Creation for Drivers - The partnership is expected to provide dual value for drivers, with potential savings of 0.62 yuan per kilometer compared to fuel vehicles, translating to an annual income increase of 60,000 yuan for drivers covering 100,000 kilometers [3] - Drivers will also benefit from additional services at Chuanhua Zhili's highway ports, including rest, medical, and dining services during charging breaks [3] Group 4: Long-term Vision and Sustainability - Chuanhua Zhili aims to integrate photovoltaic power generation, charging stations, and energy storage facilities into a comprehensive green ecosystem, extending its green vision through this collaboration [4] - The partnership will accelerate the establishment of a nationwide "logistics equals refueling" layout, promoting the full electrification of logistics scenarios and supporting national carbon neutrality goals [4]

责任编辑：公司观察 行业内，顺丰控股CFO何捷年内降薪176万，仍以784.8万元年薪登顶，高于第二名建发股份CFO魏卓550多万元，超同行平均薪酬6.5倍，日薪高达2.15万 元。 | 简称 | 行业(申万二级) | CFO | 薪酬(万) | 薪酬变化 | 归母浄利(亿) | 增速 | 学历 | | --- | --- | --- | --- | --- | --- | --- | --- | | 顺丰控股 | 物流 | 何捷 | 784.80 | -18.3% | 101.70 | 23.5% | 硕士 | | 建发股份 | 物流 | 魏卓 | 227.00 | 11.8% | 29.46 | -77.5% | 本科 | | 申通快递 | 物流 | 梁波 | 137.00 | 0.0% | 10.40 | 205.2% | 本科 | | 德邦股份 | 物流 | 丁永晟 | 135.80 | 25.7% | 8.61 | 15.4% | 硕士 | | 海禮郭达 | 物流 | 殷海平 | 133.71 | -0.1% | 0.82 | -46.0% | 硕士 | | 物产中大 | 物流 | 王奇题 | 12 ...

传化智联与宁德时代共建补能基建网络，共创绿色物流生态。8月8日,传化智联与宁德时代旗下时代骐 骥签署战略合作框架协议，助力物流行业绿色转型与能源生态融合。(传化智联) ...