Market Overview - On October 14, the logistics sector declined by 0.42% compared to the previous trading day, with Furan De leading the decline [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the logistics sector included: - Gongxi Duhai (code: 920351) with a closing price of 29.80, up 10.74% and a trading volume of 83,700 shares, totaling 244 million yuan [1] - Yuanda Holdings (code: 000626) with a closing price of 7.33, up 10.06% and a trading volume of 109,600 shares, totaling 77.99 million yuan [1] - Other gainers included Feilida (code: 300240) up 3.79%, and Tiensun Co. (code: 002800) up 3.64% [1] Fund Flow Analysis - The logistics sector experienced a net outflow of 255 million yuan from institutional investors, while retail investors saw a net inflow of 265 million yuan [2] - Key stocks with significant fund flows included: - Yuanda Holdings with a net inflow of 31.93 million yuan from institutional investors [3] - Feilida with a net inflow of 26.53 million yuan from institutional investors [3] - Notably, Yunda Holdings had a net outflow of 47.03 million yuan from speculative funds [3]

Group 1 - The core viewpoint of the article highlights the decline in China's gasoline production, with a reported production of 12.16 million tons in April 2025, representing a year-on-year decrease of 8.6% [1] - Cumulative gasoline production from January to April 2025 reached 51.18 million tons, showing a cumulative decline of 6.1% compared to the previous year [1] Group 2 - The article references companies involved in the industry, including Baoli International (300135), Hengji Daxin (002492), and Sinopec (600028) [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which specializes in industry research and market analysis [2]

Market Overview - On October 10, the logistics sector rose by 0.88% compared to the previous trading day, with Hengji Daxin leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Top Gainers in Logistics Sector - Hengji Daxin (002492) closed at 8.49, up 7.20% with a trading volume of 757,900 shares and a turnover of 649 million yuan [1] - Xiamen Xiangyu (600057) closed at 7.52, up 5.32% with a trading volume of 422,200 shares and a turnover of 313 million yuan [1] - ST Yuanshang (603813) closed at 24.06, up 5.02% with a trading volume of 16,600 shares and a turnover of 39.83 million yuan [1] Market Capital Flow - The logistics sector saw a net inflow of 81.47 million yuan from institutional investors, while retail investors contributed a net inflow of 59.43 million yuan [2] - However, there was a net outflow of 141 million yuan from speculative funds [2] Individual Stock Performance - SF Holding (002352) experienced a net inflow of 10.9 million yuan from institutional investors, but saw a net outflow of 97.52 million yuan from retail investors [3] - Hengji Daxin (002492) had a net inflow of 37.23 million yuan from institutional investors, with a net outflow of 3.13 million yuan from retail investors [3] - Yunda Holdings (002120) recorded a net inflow of 26.02 million yuan from institutional investors, while retail investors had a net outflow of 6.01 million yuan [3]

Market Overview - On October 9, the logistics sector rose by 0.2% compared to the previous trading day, with Hengji Daxin leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in Logistics Sector - Hengji Daxin (002492) closed at 7.92, up 10.00% with a trading volume of 138,400 shares and a turnover of 108 million yuan [1] - Tiensheng Co. (002800) closed at 14.67, up 5.39% with a trading volume of 95,400 shares [1] - Hongchuan Wisdom (002930) closed at 10.74, up 5.19% with a trading volume of 108,400 shares [1] - Other notable gainers include ST Yuanshang (603813) at 22.91 (+5.00%) and Jiayou International (603871) at 14.92 (+4.34%) [1] Top Losers in Logistics Sector - Furan De (605050) closed at 16.00, down 5.88% with a trading volume of 176,700 shares and a turnover of 284 million yuan [2] - Changjiang Investment (611009) closed at 8.47, down 3.20% with a trading volume of 116,700 shares [2] - Other notable losers include Jiacheng International (603535) at 11.41 (-2.73%) and ST Xuefa (002485) at 3.55 (-2.20%) [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 218 million yuan from institutional investors, while retail investors saw a net inflow of 155 million yuan [2] - Notable net inflows from retail investors were observed in Hengji Daxin (002492) with 25.83 million yuan, while institutional investors had a net outflow of 17.58 million yuan [3] - Other companies with significant capital movements include Hongchuan Wisdom (002930) with a net inflow of 15.33 million yuan from institutional investors [3]

Meeting Overview - The shareholder meeting was held on September 23, 2025, at 14:30 [3] - The meeting combined on-site voting and online voting [5] - A total of 64 shareholders attended, representing 115,684,278 shares, which is 28.6742% of the total voting shares [6] Voting Results - The proposal to amend the company's articles of association and related rules was approved with 114,342,678 votes in favor, accounting for 98.8403% of the valid votes [13] - Various governance proposals, including the independent director work system and the resignation and dismissal system for directors and senior management, were also approved with similar voting results [15][16][17][18][19][20][22][23][24][25] Legal Compliance - The meeting was witnessed by lawyers from Beijing Dacheng (Zhuhai) Law Firm, who confirmed that the meeting's procedures complied with legal regulations and the company's articles of association [26]

邮编：519031 北京大成（珠海）律师事务所 广东省横琴粤澳深度合作区华金街 58 号 横琴国际金融中心大厦写字楼 5 层 5/F,International Financial Centre, No.58,Huajinjie,Hengqin Guangdong Macao deep cooperation zone, 519031,Guangdong Province,P.R. China dacheng.com dentons.cn 北京大成（珠海）律师事务所 关于珠海恒基达鑫国际化工仓储股份有限公司 2025 年第二次临时股东大会的 法 律 意 见 书 致：珠海恒基达鑫国际化工仓储股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和国 公司法》（以下简称"《公司法》"）和中国证券监督管理委员会《上市公司股东会规 则（2025 修订）》（以下简称"《股东会规则》"）等法律、法规和其他有关规范性 文件的要求，北京大成（珠海）律师事务所（以下简称"本所"）接受珠海恒基达鑫国 际化工仓储股份有限公司（以下简称"公司"）的委托，指派律师参加公司 2025 年第 二次临时股东大会（ ...

珠海恒基达鑫国际化工仓储股份有限公司 2025年第二次临时股东大会决议公告 本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：002492 证券简称：恒基达鑫 公告编号：2025-039 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间： （1）现场会议时间：2025 年 9 月 23 日 14:30。 （2）网络投票时间：2025年9月23日—2025年9月23日。 其中：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025年9月23日9:15-9:25，9:30－11:30，13:00－15:00；通过深圳 证券交易所互联网投票系统投票的具体时间为2025年9月23日上午 9:15至2025年9月23日下午3:00期间的任意时间。 2.现场会议召开地点：珠海市香洲区石花西路 167 号西九大厦十 八楼会议室召开； 特别提示 1.本次股东大会未出现否决议案的情形； 2.本次股东大会未涉及变更以往股东大会已通过的决议。 （二）会议出席情况 1.股东出席的总体情况： 本次会议现场出席及网络出席的股东和股东代表共 64 人，代表 股份 ...

Group 1: Investor Relations Activity - The investor relations activity was conducted remotely, targeting all investors [2] - The event took place on September 19, 2025, from 15:30 to 17:00 [2] - The hosting platform for the event was Panoramic Network [2] Group 2: Company Representatives - The chairman, Wang Qingyun, participated in the event [2] - The general manager, Zhang Xinyu, was also present [2] - The vice general manager and board secretary, Zhu Haihua, attended [2] - The responsible person for the event was Tan Jingjun [2] Group 3: Key Discussion Points - Inquiry about the timeline and progress of the targeted stock issuance to specific groups [2] - The company stated that the stock issuance process has not yet advanced and will comply with information disclosure regulations if there are any updates [2]

Core Viewpoint - The recent pledge of shares by Zhang Xinyu, the son of the actual controller and chairman of Hengji Daxin, raises concerns about the company's financial stability and ongoing performance issues, as the company has experienced a continuous decline in revenue over the past three and a half years [1][2][11]. Group 1: Share Pledge Details - Zhang Xinyu pledged all of his 9.15 million shares in Hengji Daxin, which accounts for 2.26% of the company's total share capital, to Industrial Bank Co., Ltd. for personal funding needs [1][4]. - The market value of the pledged shares is approximately 72.74 million yuan based on the closing price on the announcement date [5]. - The pledge includes 6.86 million restricted shares (75% of his holdings) and 2.29 million unrestricted shares (25% of his holdings) [3]. Group 2: Financial Performance - Hengji Daxin has seen a decline in operating revenue for three consecutive years, with revenues of 4.02 billion yuan, 3.94 billion yuan, and 3.43 billion yuan from 2022 to 2024, reflecting year-on-year changes of -2.54%, -1.97%, and -12.87% respectively [13]. - The net profit has also decreased, with figures of 1.26 billion yuan, 1.16 billion yuan, and 651.08 million yuan for the same years, showing year-on-year changes of 8.02%, -8.28%, and -43.66% respectively [13]. - In the first half of 2025, the company reported a revenue of 1.72 billion yuan, a decrease of 3.15% year-on-year, while net profit increased by 14.08% to 444.41 million yuan [14]. Group 3: Market Conditions and Strategic Response - The company attributes its revenue decline to weak global economic recovery, geopolitical conflicts affecting oil prices, and adjustments in domestic chemical production capacity, which have led to reduced production and delayed trade by some downstream customers [2][15]. - Hengji Daxin plans to enhance market forecasting capabilities, track industry policies and market supply-demand changes, and diversify its business to mitigate price volatility risks and improve operational resilience [15].

证券代码：002492 证券简称：恒基达鑫 公告编号：2025-038 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次质押 数量 （万股） 占其所持 股份比例 占公司 总股本 比例 是否为 限售股 是否为 补充质 押 质押 起始日 质押到期日 质权人 质押用途 张辛聿 是 686.25 75.00% 1.69% 是 否 2025-9-16 至解除质押 登记日止 兴业银行股 份有限公司 珠海分行 个人资金 228.75 25.00% 0.57% 否 需求 合计 - 915.00 100.00% 2.26% - - - - - - 1、本次股份质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 股东 名称 持股数量 （万股） 持股 比例 本次质押 前质押股 份数量 （万股） 本次质押 后质押股 份数量 （万股） 占其所 持股份 比例 占公司总 股本比例 已质押股份情况 未质押股份情况 已质押股份限 售和冻结、标 记数量（万股） 占已质 押股份 比例 未质押股份 限售和冻结 数量（万股） 占未质 押股份 比例 珠海 实友 16,841.43 41.58% 1,000.00 ...