证券代码：002800 证券简称：天顺股份 公告编号：2025-047 新疆天顺供应链股份有限公司 关于股东股份解除质押的公告 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。 新疆天顺供应链股份有限公司（以下简称"公司"）近日接到公司股东舟 山天顺股权投资有限公司的通知，获悉其所持有公司的部分股份解除质押，具 体事项如下： 红也一并解除质押。 二、股东股份累计质押基本情况 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 | 持股数量 | 持股 | 累计被质 | 合计 | 合计 | 已质押股份 | 未质押股份 | | --- | --- | --- | --- | --- | --- | --- | --- | | | （股） | | | | | 情况 | 情况 | | 东 | | 比例 | 押股份数 | 占其 | 占公 | 已质押 | 占已 | 未质押股 | 占未 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名 | | (%) | 量 | 所持 | 司 ...

Market Overview - On August 14, the logistics sector declined by 0.66%, with Wanlin Logistics leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Individual Stock Performance - Hengji Dazheng (002492) saw a significant increase of 10.01%, closing at 7.69 with a trading volume of 500,900 shares and a turnover of 371 million yuan [1] - Jianfa Co. (600153) increased by 5.42%, closing at 10.90 with a trading volume of 706,000 shares and a turnover of 763 million yuan [1] - Wanlin Logistics (603117) experienced a decline of 5.34%, closing at 5.50 with a trading volume of 248,700 shares and a turnover of 138 million yuan [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 510 million yuan from institutional investors, while retail investors saw a net inflow of 426 million yuan [2] - The table of capital flow indicates that Hengji Dazheng had a net inflow of 74.71 million yuan from institutional investors, while retail investors had a net outflow of 37.49 million yuan [3] Summary of Key Stocks - The top performers in terms of net inflow from institutional investors included Hengji Dazheng and Shunfeng Holdings (002352), which had a net inflow of 55.99 million yuan [3] - Other notable stocks with significant trading activity included Mierkewei (603713) and ST Guangwu (600603), with net inflows of 14.32 million yuan and 12.32 million yuan from institutional investors, respectively [3]

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

Group 1 - The stock price of Tian Shun Co., Ltd. (002800) closed at 15.83 yuan, down 4.41% with a turnover rate of 21.62% and a trading volume of 306,300 hands, amounting to 493 million yuan [1] - The latest financial report for the first quarter of 2025 shows total revenue of 246 million yuan, a year-on-year increase of 43.32%, while net profit attributable to shareholders decreased by 49.48% to 1.93 million yuan [1] - The company has a current ratio of 1.679, a quick ratio of 1.551, and a debt-to-asset ratio of 55.41% [1] Group 2 - Xinjiang Tian Shun Supply Chain Co., Ltd. was established in 2008 and is primarily engaged in multimodal transport and transportation agency services, with a registered capital of 1.522 billion yuan [1] - The company has made investments in 29 enterprises and participated in 53 bidding projects, holding 5 trademark registrations and 8 administrative licenses [2]

Group 1: Market Performance - The three major indices showed strong performance, with the Shanghai Composite Index rising by 0.48%, surpassing last year's October high, while the Shenzhen Component Index increased by 1.76% and the ChiNext Index surged by 3.62% [1] - Over 2,600 stocks in the two markets experienced gains, with a total trading volume of approximately 2.15 trillion yuan [1] Group 2: Sector Highlights - The computing power, liquid cooling servers, and CPO concept stocks performed exceptionally well, with New Yisheng (300502.SZ) rising over 15%, and other notable gains from Zhongji Xuchuang (300308.SZ) at 11.66% and Cambridge Technology (603083.SH) at 9.93% [1] - PEEK materials saw collective strength, with companies like Huami New Materials (836247.BJ) and Xinhang New Materials (301076.SZ) experiencing significant increases [2] - The non-ferrous metals sector also performed well, with Electric Alloy (300697.SZ) rising over 9% and other companies like Luoyang Molybdenum (603993.SH) and Zhongfu Industrial (600595.SH) showing strong gains [2] Group 3: Economic Insights - Citic Securities noted that poor economic and employment data in the U.S. strengthened market expectations for a Federal Reserve rate cut in September, contributing to a broad rise in the non-ferrous metals sector [3] - The domestic push for "anti-involution" to optimize production factors is expected to enhance profitability across various sectors, benefiting metal prices [3] - The valuation of industrial metals is currently low, indicating potential for upward correction, with a bullish market for non-ferrous metals starting to emerge [3] Group 4: Policy and Market Sentiment - Dongguan Securities highlighted active market sentiment, suggesting an overweight position in the financial sector due to supportive policies aimed at enhancing the attractiveness of domestic capital markets [4] - The number of new A-share accounts opened in July reached 1.96 million, a significant year-on-year increase of 71%, indicating rising market participation and potential business opportunities for the securities industry [4] - Some sectors, including banks, coal, and logistics, experienced declines, with notable drops in stocks like Lu'an Huaneng (601699.SH) and Jiangsu Bank (600919.SH) [4]

Group 1 - The stock price of Tian Shun Co., Ltd. as of August 12, 2025, is 16.56 yuan, down 0.95 yuan from the previous trading day's closing price, representing a decline of 5.43% [1] - The opening price on the same day was 19.26 yuan, with a highest price of 19.26 yuan and a lowest price of 16.47 yuan, and the trading volume reached 440,454 hands with a transaction amount of 784 million yuan [1] - Tian Shun Co., Ltd. operates in sectors including logistics, Xinjiang region, micro-cap stocks, cross-border e-commerce, and unified large market, focusing on third-party logistics for bulk and oversized goods [1] Group 2 - On the evening of August 11, Tian Shun Co., Ltd. issued an announcement indicating that the company did not participate in the New Tibet Railway project, as the stock price had deviated by more than 20% over three consecutive trading days [1] - On August 12, 2025, the net outflow of main funds from Tian Shun Co., Ltd. was 63.95 million yuan, accounting for 2.73% of the circulating market value, while the net outflow over the past five days was 31.39 million yuan, representing 1.34% of the circulating market value [1]

Summary of Key Points Core Viewpoint - Tian Shun Co., Ltd. experienced a decline of 5.43% in its stock price, with a trading volume of 784 million yuan and a fluctuation of 16.94% on the day [2]. Trading Activity - The stock had a turnover rate of 31.09%, indicating significant trading activity [2]. - Institutional investors net bought 1.7068 million yuan, while brokerage seats collectively net sold 5.2577 million yuan [2]. - The top five trading departments had a total transaction amount of 146 million yuan, with a buying amount of 71.3676 million yuan and a selling amount of 74.9185 million yuan, resulting in a net sell of 3.5509 million yuan [2]. Institutional Participation - Three institutional specialized seats were involved in the trading, with total buying amounting to 37.9251 million yuan and selling amounting to 36.2183 million yuan, leading to a net buy of 1.7068 million yuan [2]. - Over the past six months, the stock has appeared on the trading list seven times, with an average price drop of 3.93% the day after being listed and an average drop of 8.67% over the following five days [2]. Capital Flow - The stock saw a net outflow of 47.6099 million yuan in main capital, with a significant outflow of 4.5287 million yuan from large orders and 43.0812 million yuan from major orders [2]. - In the last five days, the main capital experienced a net outflow of 36.1179 million yuan [2].

Market Overview - The logistics sector experienced a decline of 0.61% on August 12, with Furan De leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Individual Stock Performance - Notable gainers in the logistics sector included: - Shixinihai (872351) with a closing price of 29.64, up 3.42% on a trading volume of 51,100 shares and a turnover of 153 million yuan [1] - Haichen Co. (300873) closed at 26.98, up 3.17% with a trading volume of 227,300 shares and a turnover of 601 million yuan [1] - Dongfang Jiasheng (002889) closed at 16.93, up 1.80% with a trading volume of 140,500 shares and a turnover of 236 million yuan [1] - Major decliners included: - Furan De (605050) closed at 15.55, down 10.01% with a trading volume of 248,300 shares and a turnover of 405 million yuan [2] - Tianshun Co. (002800) closed at 16.56, down 5.43% with a trading volume of 440,500 shares and a turnover of 784 million yuan [2] - Shentong Express (002468) closed at 16.07, down 5.19% with a trading volume of 590,700 shares and a turnover of 963 million yuan [2] Capital Flow Analysis - The logistics sector saw a net outflow of 345 million yuan from institutional investors, while retail investors contributed a net inflow of 285 million yuan [2] - Notable capital flows included: - Haichen Co. (300873) had a net outflow of 58.81 million yuan from institutional investors [3] - Donghang Logistics (601156) experienced a net inflow of 30.06 million yuan from institutional investors [3] - Feilida (300240) had a net inflow of 26.69 million yuan from institutional investors [3]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.11 | 9.99 | 8.13 | -5678.55 | | 2025.08.08 | 10.02 | 12.78 | 7433.63 | | 2025.08.07 | 0.98 | 3.81 | -71.80 | | 2025.08.06 | -1.04 | 4.06 | -534.07 | | 2025.08.05 | 3.50 | 8.13 | -71.60 | | 2025.08.04 | 1.01 | 3.63 | -229.98 | | 2025.08.01 | 1.09 | 3.53 | -164.77 | | 2025.07.31 | -2.49 | 3.46 | -66.40 | | 2025.07.30 | 0.14 | 4.84 | -528.47 | | 2025.07.29 | -1.41 | 4.54 | -358.83 | （文章来源：证券时报网） 4月25日公司发布的一季报数据显示，一季度公司共实现营业总收入2.46亿元，同 ...

Group 1 - The stock price of Xinjiang Tianshun Supply Chain Co., Ltd. (referred to as "the company") experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days (August 7, August 8, and August 11, 2025) [1] - The company's board of directors has verified that there are no undisclosed significant information or major events that could impact the stock price, and confirmed that the company has not participated in the Xinjiang-Tibet Railway project [1] - The board also stated that there are no matters that should have been disclosed according to the Shenzhen Stock Exchange's regulations that have not been disclosed, and previous disclosures do not require correction or supplementation [1] Group 2 - The company has issued a performance forecast for the first half of 2025, which is based on preliminary calculations by the finance department and has not yet been audited by an accounting firm [2] - Investors are advised to refer to the company's official announcements for accurate financial data, as the specific figures will be included in the 2025 half-year report [2] - The company emphasizes its commitment to fulfilling information disclosure obligations in accordance with relevant laws and regulations [2]