| 股票代码：002769 股票简称：普路通 | | 公告编号：2025-049 | | | --- | --- | --- | --- | | 广东省普路通供应链管理股份有限公司 | | | | | 关于持股 5%以上股东减持计划实施完成暨减持结果公告 | | | | | 公司持股 5%以上股东陈书智保证向本公司提供的信息内容真实、准确、完整，没有 | | | | | 虚假记载、误导性陈述或重大遗漏。 | | | | | 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 | | | | | 导性陈述或重大遗漏。 | | | | | 广东省普路通供应链管理股份有限公司（以下简称"公司"）于 | 2025 年 7 | 月 | 7 日披 | | 露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-034），公司 | | | | | 持股 5%以上股东陈书智计划自减持公告披露之日起 15 个交易日后的 | 3 | 个月内 | | | （即 2025 | | | | | 年 7 月 29 日至 2025 年 10 月 26 日）以集中竞价或大宗交易方式减持公司股份不超过 ...

Core Viewpoint - The company, Pulu Tong (002769.SZ), announced that shareholder Chen Shuzhi has completed a share reduction plan, reducing his holdings by a total of 10,994,500 shares, which represents 3.0000% of the company's total share capital after excluding shares in the repurchase account [1] Summary by Relevant Sections - Shareholder Activity - Chen Shuzhi has reduced his holdings through centralized bidding and block trading methods [1] - The total shares reduced account for 2.9451% of the company's total share capital [1]

Core Viewpoint - The company, Pulu Tong (002769.SZ), announced the completion of a share reduction plan by shareholder Chen Shuzhi, who has reduced his holdings in the company [1] Summary by Relevant Sections - **Share Reduction Details** - As of September 1, 2025, Chen Shuzhi has reduced his holdings by a total of 10,994,500 shares [1] - This reduction represents 3.0000% of the company's total share capital after excluding shares in the repurchase special account [1] - The total share capital reduction accounts for 2.9451% of the company's overall share capital [1]

股票代码：002769 股票简称：普路通 公告编号：2025-049 注：若出现总数与各分项数值之和尾数不符的情况，均为四舍五入所致。 广东省普路通供应链管理股份有限公司 关于持股 5%以上股东减持计划实施完成暨减持结果公告 公司持股 5%以上股东陈书智保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 广东省普路通供应链管理股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日披 露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-034），公司 持股 5%以上股东陈书智计划自减持公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 7 月 29 日至 2025 年 10 月 26 日）以集中竞价或大宗交易方式减持公司股份不超过 10,994,640 股（占剔除公司回购专用证券账户股份后总股本比例 3.0000%，占公司总股 本比例 2.9451%）。 近日，公司收到陈书智出具的《关于股份减持计划实施完成暨实施结果的告知函》， 截至 20 ...

Group 1 - On August 29, 2025, Pulu Tong executed a block trade of 540,000 shares, with a transaction value of 4.12 million yuan, accounting for 4.2% of the total transaction volume for the day [1] - The transaction price was 7.63 yuan per share, which represents a discount of 9.17% compared to the market closing price of 8.4 yuan [1] - The trade involved multiple brokerage firms, including Shenwan Hongyuan Securities and Nanjing Securities, with the total transaction volume being 27 million shares [2]

Summary of Key Points Core Viewpoint - On August 26, 2025, a significant block trade of 1,262,700 shares of Pulu Tong was executed at a price of 7.94 yuan, representing an 11.48% discount compared to the market closing price of 8.97 yuan [1]. Group 1: Trade Details - The total transaction amount for the block trade was 10.0258 million yuan, accounting for 5.17% of the total trading volume on that day [1]. - The block trade involved multiple transactions, with the largest being 702,700 shares at 7.94 yuan, totaling 5.5794 million yuan, executed by an institutional buyer [2]. - Other transactions included 300,000 shares and 260,000 shares, with total amounts of 2.3820 million yuan and 2.0644 million yuan respectively, also executed by institutional buyers [2].

Group 1 - The core viewpoint of the news is that Pulu Tong has shown a positive stock performance with a year-to-date increase of 29.12% and a market capitalization of 3.36 billion yuan [1] - As of August 20, the number of shareholders increased by 3.87% to 32,700, while the average circulating shares per person decreased by 3.73% to 11,409 shares [2] - For the first half of 2025, Pulu Tong achieved operating revenue of 388 million yuan, representing a year-on-year growth of 39.77%, and a net profit attributable to shareholders of 33.32 million yuan, up 165.39% year-on-year [2] Group 2 - Pulu Tong's main business revenue composition includes 80.89% from supply chain management services and 19.11% from new energy [1] - The company has cumulatively distributed 127 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] - The company is categorized under the transportation and logistics industry, focusing on intermediate products and consumer supply chain services, and is associated with concepts such as cross-border e-commerce and express delivery [1]

Group 1 - The company, Pulutong (002769), reported that as of August 20, 2025, the total number of shareholders is 32,694 [1]

Group 1 - A total of 94 stocks had a turnover rate exceeding 100% this week [1] - Guangdong Jianke ranked first with a weekly turnover rate of 251.47%, followed by Hengbao Co., Ltd. at 215.75% and Kechuang Information at 214.55% [1] - The majority of stocks with a turnover rate over 100% belong to the machinery equipment, electronics, and computer sectors according to the Shenwan first-level industry classification [1] Group 2 - In terms of weekly price changes, Yuyin Co., Ltd., Kechuang Information, and Zhongke Jincai had the highest increases among stocks with a turnover rate exceeding 100% [1]

Core Viewpoint - The recent financial report of Pulutong (002769) shows significant growth in revenue and net profit, indicating improved profitability and operational efficiency [1] Financial Performance Summary - Total revenue for the first half of 2025 reached 388 million yuan, a year-on-year increase of 39.77% [1] - Net profit attributable to shareholders was 33.32 million yuan, up 165.39% compared to the previous year [1] - In Q2 2025, total revenue was 177 million yuan, reflecting an 18.79% year-on-year growth, while net profit for the quarter was 2.51 million yuan, an increase of 108.65% [1] - Gross margin improved to 45.39%, up 1.36% year-on-year, and net margin reached 7.13%, a significant increase of 131.67% [1] - Total expenses (selling, administrative, and financial) amounted to 172 million yuan, accounting for 44.39% of revenue, a decrease of 43.74% year-on-year [1] Key Financial Metrics - Earnings per share (EPS) increased to 0.09 yuan, a rise of 164.29% year-on-year [1] - Operating cash flow per share was 0.43 yuan, up 160.43% compared to the previous year [1] - The company's total liabilities decreased significantly, with interest-bearing debt down 68% to 113 million yuan [1][2] Cost and Expense Analysis - Operating costs increased by 38.23%, attributed to growth in traditional supply chain management and new energy businesses [2] - Sales expenses decreased by 48.27%, due to reduced market expansion costs [3] - Research and development expenses fell by 71.89%, linked to a reduction in R&D personnel [5] Tax and Cash Flow Insights - Income tax expenses surged by 180.67%, due to increased deferred tax expenses and taxable income [4] - Net cash flow from operating activities rose by 160.43%, driven by the recovery of receivables [6] - Cash flow from investing activities decreased by 191.9%, due to increased investments in fixed assets and financial products [7] - Cash flow from financing activities increased by 96.2%, as the company reduced the repayment of raised funds [8] - The net increase in cash and cash equivalents was up 98.04%, primarily from the recovery of receivables [9] Business Evaluation - The company's historical return on invested capital (ROIC) has been low, with a median of 1.6% since its listing, indicating average investment returns [10] - The company has experienced three years of losses since its IPO, suggesting a fragile business model [10] Financial Health Recommendations - Attention is advised on the company's cash flow situation, with cash and cash equivalents representing only 5.71% of total assets [11] - Financial expenses are concerning, as they have reached 135.12% of the average operating cash flow over the past three years [11]