9月16日，富临运业盘中上涨2.02%，截至09:49，报10.59元/股，成交2187.42万元，换手率0.67%，总市 值33.20亿元。 富临运业所属申万行业为：交通运输-铁路公路-公交。所属概念板块包括：QFII持股、网约车概念、充 电桩、小盘、EDR概念等。 截至9月10日，富临运业股东户数1.73万，较上期增加8.54%；人均流通股18170股，较上期减少7.87%。 2025年1月-6月，富临运业实现营业收入4.05亿元，同比减少5.56%；归母净利润1.15亿元，同比增长 41.05%。 分红方面，富临运业A股上市后累计派现3.84亿元。近三年，累计派现4702.34万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入338.82万元，大单买入713.72万元，占比32.63%，卖出374.90万元，占 比17.14%。 富临运业今年以来股价涨51.29%，近5个交易日跌3.11%，近20日跌2.67%，近60日涨15.86%。 今年以来富临运业已经1次登上龙虎榜，最近一次登上龙虎榜为3月17日，当日龙虎榜净买入600.44万 元；买入总计8706.31万元 ，占总成交额比17.04%；卖 ...

证券之星消息，9月15日铁路公路板块较上一交易日下跌0.5%，富临运业领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。铁路公路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) | | | --- | --- | --- | --- | --- | --- | --- | | 600611 | 大众交通 | 6.26 | 2.62% | 62.23万 | | 3.88亿 | | 600650 | 锦江在线 | 16.43 | 2.37% | 12.65万 | | 2.09亿 | | 001317 | 三丰司 | 48.93 | 1.62% | 4.28万 | | 2.07亿 | | 601188 | 龙江交通 | 3.60 | 1.12% | 33.51万 | | 1.20亿 | | 002627 | 三峡旅游 | 7.05 | 0.43% | 127.96万 | | 8.99亿 | | 603069 | 海汽集团 | 21.75 | 0.18% | 12.81万 | | 2.77亿 | | 600033 ...

证券日报网讯富临运业（002357）9月12日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东人数为17252户。 ...

Market Overview - On September 9, the railway and highway sector declined by 0.1% compared to the previous trading day, with Fulin Transportation leading the decline [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Stock Performance - Notable gainers in the railway and highway sector included: - Sanfeng Company (001317) with a closing price of 48.43, up 2.61% [1] - Tielong Logistics (600125) with a closing price of 6.14, up 1.66% [1] - Fulin Transportation (002357) was the biggest loser, closing at 10.93, down 3.02% [2] - Other significant decliners included: - Jinjiang Online (600650) down 2.94% [2] - Sanxia Tourism (002627) down 2.44% [2] Capital Flow - The railway and highway sector experienced a net outflow of 228 million yuan from institutional investors, while retail investors saw a net inflow of 194 million yuan [2] - The sector's overall capital flow indicated a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Sanfeng Company (001317) had a net inflow of 28.64 million yuan from institutional investors, while it faced a net outflow of 22.44 million yuan from retail investors [3] - Tielong Logistics (600125) saw a net inflow of 16.46 million yuan from institutional investors, with retail investors also experiencing a net outflow [3] - Fulin Transportation (002357) had a net inflow of 1.68 million yuan from institutional investors, but faced a net outflow from retail investors [3]

Investment Rating - The report maintains a "Buy" recommendation for the oil tanker sector and dry bulk sector, highlighting potential opportunities in both areas [3][24]. Core Insights - The VLCC freight rates have continued to rise, with the Clarkson VLCC-TCE index reaching $56,000 on September 5, marking a week-on-week increase of 34% [1][10]. - The report emphasizes the elasticity of oil tanker rates as the market approaches the peak season, driven by expected OPEC+ production increases and recovering refinery utilization rates [19][20]. - The dry bulk market is anticipated to gradually recover, supported by low supply growth and potential demand increases from upcoming projects and economic factors [23]. Summary by Sections Focus on Oil Tankers and Dry Bulk Opportunities - VLCC freight rates have shown significant increases across various routes, with Middle East to China rates at $58,000/day, up 38% week-on-week [1][10]. - OPEC+ is expected to increase production by approximately 137,000 barrels per day in October, which may contribute to higher freight demand [19]. - Refinery utilization rates have improved, with major refineries operating at 81.59%, a 0.2 percentage point increase from the previous week [19]. Industry Data Tracking - The Baltic Dry Index (BDI) was reported at 1979 points, down 2.3% week-on-week, indicating a mixed performance in the dry bulk sector [23]. - The report notes that the supply side remains constrained, with only 10.4% of dry bulk vessels on order, suggesting limited capacity growth in the coming years [23]. Market Review - The transportation sector experienced a decline of 1.4% in the week, underperforming the CSI 300 index by 0.6 percentage points [64]. - Notable stock performances included significant gains for companies like China Merchants Energy and China Merchants Jinling, while others like Shentong Express saw declines [64]. Investment Recommendations - Continued recommendations for the oil tanker sector include China Merchants Energy, China Merchants Jinling, and China Merchants South Oil [24]. - For the dry bulk sector, recommendations include Haitong Development and China Merchants Jinling, with a suggestion to pay attention to Pacific Shipping [24].

Core Insights - The company, Fulian Transportation, reported that as of August 29, 2025, the number of shareholders reached 15,894 [2] Company Summary - Fulian Transportation engaged with investors on an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Market Overview - On September 3, the railway and highway sector declined by 1.01%, with Shentong Metro leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Shentong Metro (600834) closed at 8.71, down 4.18% with a trading volume of 95,000 shares and a transaction value of 84.02 million yuan [2] - Other notable declines include: - Jinjiang Online (600650) down 3.80% to 15.70 - Sanxia Tourism (002627) down 3.57% to 6.49 - Jiangxi Changyuan (600561) down 3.45% to 6.72 [2] Capital Flow Analysis - The railway and highway sector experienced a net outflow of 275 million yuan from institutional investors, while retail investors saw a net inflow of 122 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are entering the market [2] Detailed Capital Flow by Stock - Key stocks with significant capital flow include: - Beijing-Shanghai High-Speed Railway (601816) saw a net inflow of 37.66 million yuan from institutional investors but a net outflow from retail investors [3] - Sichuan Chengyu (601107) had a net inflow of 8.81 million yuan from institutional investors, while retail investors withdrew funds [3] - Shanxi Expressway (000755) experienced a net inflow of 6.48 million yuan from institutional investors but a significant outflow from retail investors [3]

证券之星消息，9月1日铁路公路板块较上一交易日下跌0.42%，大秦铁路领跌。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。铁路公路板块个股涨跌见下表： 从资金流向上来看，当日铁路公路板块主力资金净流出4.19亿元，游资资金净流入2.27亿元，散户资金净 流入1.92亿元。铁路公路板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601816 京沪高铁 | | 7571.00万 | 6.96% | 100 - 100 902.98万 | 0.83% | -8473.98万 | -7.79% | | 002357 | 富临运业 | 2907.96万 | 16.16% | -1392.77万 | -7.74% | -1515.19万 | -8.42% | | 600650 锦江在线 | | 2388.83万 | 13.78% | -900.82 ...

Core Viewpoint - The recent financial report of Fulin Transportation (002357) indicates a significant increase in net profit despite a decline in total revenue, highlighting a mixed performance in financial metrics [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 405 million yuan, a decrease of 5.56% compared to 429 million yuan in the same period of 2024 [1]. - Net profit attributable to shareholders reached 115 million yuan, reflecting a year-on-year increase of 41.05% from 81.61 million yuan [1]. - The second quarter of 2025 saw total revenue of 206 million yuan, down 5.11% year-on-year, while net profit for the same quarter was 48.97 million yuan, up 58.64% [1]. Key Financial Ratios - Gross margin stood at 19.03%, a decrease of 5.78% year-on-year, while net margin improved to 29.22%, an increase of 55.86% [1]. - Total expenses (selling, administrative, and financial) amounted to 83.8 million yuan, accounting for 20.69% of revenue, a slight decrease of 0.09% [1]. - Earnings per share (EPS) increased to 0.37 yuan, up 41.07% from 0.26 yuan, and operating cash flow per share improved significantly to 0.22 yuan, a rise of 507.19% from -0.06 yuan [1]. Asset and Liability Overview - Cash and cash equivalents increased to 138 million yuan, a growth of 31.39% from 182 million yuan [1]. - Accounts receivable decreased to 78.49 million yuan, down 34.97% from 121 million yuan [1]. - Interest-bearing debt slightly decreased to 564 million yuan, a reduction of 4.52% from 590 million yuan [1]. Historical Performance Insights - The company's return on invested capital (ROIC) for the previous year was 7.18%, indicating average capital returns [3]. - Historical data shows a median ROIC of 6.7% over the past decade, with the lowest recorded ROIC at 3.9% in 2018, suggesting generally weak investment returns [3]. - The cash flow health is a concern, with cash and cash equivalents covering only 24.15% of current liabilities [3].

（记者 张喜威） 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 每经AI快讯，富临运业8月28日发布公告称，公司第七届第九次董事会会议于2025年8月27日以通讯表 决方式召开。会议审议了《2025年半年度报告》等文件。 ...