以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日物流板块主力资金净流入1.48亿元，游资资金净流出1.66亿元，散户资金净流 入1778.5万元。物流板块个股资金流向见下表： 证券之星消息，12月22日物流板块较上一交易日上涨0.64%，天顺股份领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。物流板块个股涨跌见下表： ...

Group 1 - Hainan local stocks are involved in various industries including non-woven fabric products, concrete, rubber, pharmaceuticals, and logistics [2][3] - Hainan Rui Ze and Hainan Hai Yao have seen significant stock price increases, with Hainan Hai Yao achieving a two-day price increase [2][6] - Hainan Rubber is the leading player in China's natural rubber industry, managing 3.41 million acres of rubber plantations [2] - Hainan Airport operates duty-free businesses at major airports, holding significant stakes in duty-free shops [2] Group 2 - Companies like Hainan Huatie and Hainan Minmetals are involved in state-owned enterprises and agricultural technology, respectively [3] - Hainan Development has acquired a 45% stake in Hainan Haikong Duty-Free Group, aiming to operate duty-free businesses for island residents [6] - The logistics sector is expanding with companies like Jia Cheng International developing logistics hubs in Hainan [2][3] Group 3 - The semiconductor industry is represented by companies like InnoScience and Xiangyang Technology, focusing on cleanroom engineering and special organic materials [4] - Companies like Longfly and Hengtong Optic-Electric are leading in the optical fiber industry, with significant advancements in technology and production capacity [3][4] - The AI and robotics sectors are seeing growth with companies like Zhaowei and Keda Technology focusing on intelligent equipment and robotics [6][7] Group 4 - The consumer goods sector is highlighted by companies like Fei Ke Electric and Anji Food, which are expanding their product lines and market presence [6][7] - The energy sector is represented by companies like Sheng Tong Energy, focusing on natural gas and related assets [9] - The packaging industry is led by companies like Jia Mei Packaging, which is undergoing significant changes in ownership and management [9][10]

Core Viewpoint - TianShun Co., Ltd. has received a significant aviation cargo reward of 44.39 million yuan from Hainan Province, which represents nearly 496% of the company's latest audited net profit attributable to shareholders [2] Group 1: Company Performance and Financials - TianShun's wholly-owned subsidiary, Hainan Tianyu Aviation Service Co., Ltd., achieved a revenue of 360 million yuan in the first half of 2025, marking a 117.99% increase year-on-year [3] - The net profit for Hainan Tianyu in the same period was 10.42 million yuan, reflecting a 119.25% year-on-year growth [3] Group 2: Strategic Developments - The company is leveraging its aviation routes and resources to respond to global supply chain restructuring and the rapid growth of cross-border e-commerce, establishing an international air cargo network [3] - Hainan Tianyu is actively operating the "Tbilisi-Haikou-Milan" and "Tbilisi-Tel Aviv-Haikou" cargo routes, completing a cargo volume of 8,000 tons, enhancing connections to key markets in Europe, the Middle East, and North America [3] Group 3: Future Outlook and Market Position - Starting December 18, 2025, Hainan Free Trade Port will implement a unique customs supervision model, which is expected to boost international logistics, warehousing, and transshipment businesses [4] - The company plans to enhance its competitiveness in the Hainan Free Trade Port logistics market by deepening hub functions, expanding supply chain services, and advancing digital transformation [4] - TianShun aims to utilize Hainan as a "springboard" for global trade, optimizing its global supply chain layout [4]

证券代码：002800 证券简称：天顺股份 公告编号：2025-073 新疆天顺供应链股份有限公司 对外担保进展公告 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。 一、担保情况概述 近日，新疆天顺供应链股份有限公司（以下简称"公司"）与交通银行股份 有限公司新疆维吾尔自治区分（支）行（以下简称"交行新疆分行"）签订了《保 证合同》（编号：C251208GR6515340），同意为公司全资子公司海南天宇航空服 务有限责任公司（以下简称"海南天宇"）与交行新疆分行签订的 1,000 万元人 民币借款提供连带责任保证担保。 公司分别已于 2025 年 4 月 16 日、2025 年 5 月 8 日、2025 年 8 月 20 日、2025 年 9 月 9 日召开第五届董事会第三十次会议、2024 年度股东大会、第六届董事 会第三次会议、2025 年第二次临时股东会，审议通过《关于为子公司提供担保 的议案》。上述议案同意公司为海南天宇提供连带责任保证担保合计不超过 13,000 万元人民币。具体内容详见公司于 2025 年 4 月 18 日、2025 年 5 月 9 ...

证券代码：002800 证券简称：天顺股份 公告编号：2025-072 新疆天顺供应链股份有限公司 2025 年第三次临时股东会决议公告 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。 特别提示： 1.本次股东会未出现否决提案的情形。 2.本次股东会未涉及变更以往股东会已通过的决议。 7.会议出席情况 参加本次股东会现场会议和网络投票的股东及股东授权代表共 152 人，代表 股份 66,363,412 股，占公司有表决权股份总数的 43.5876％。其中：通过现场 一、会议召开和出席情况 1.会议召开时间： （1）现场会议时间：2025 年 12 月 12 日（星期五）北京时间 14:50 （2）网络投票时间：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 12 月 12 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证 券交易所互联网投票系统进行网络投票的开始时间为 2025 年 12 月 12 日 9:15， 结束时间为 2025 年 12 月 12 日 15:00。 2.会议召开地点：新疆乌鲁木齐市 ...

新疆乌鲁木齐经济技术开发区云台山街 499 号盛达广场 15 层 邮编：830000 国浩律师（乌鲁木齐）事务所 股东会法律意见书 国浩律师（乌鲁木齐）事务所 关于新疆天顺供应链股份有限公司 二〇二五年第三次临时股东会 法律意见书 北京 • 上海 • 深圳 • 杭州 • 广州 • 昆明 • 天津 • 成都 • 宁波 • 福州 • 西安 • 南京 • 南宁 • 济南 • 重庆 • 苏州 • 长沙 • 太原 • 武汉 • 贵阳 • 乌鲁木齐 • 香港 • 巴黎 • 马德里 • 硅谷 电话： (+86)(991) 3070688 传真： (+86)(991)3070288 网址：http://www.grandall.com.cn 1 国浩律师（乌鲁木齐）事务所 股东会法律意见书 国浩律师（乌鲁木齐）事务所 关于新疆天顺供应链股份有限公司 二〇二五第三次临时股东会法律意见书 致：新疆天顺供应链股份有限公司 国浩律师（乌鲁木齐）事务所（下称本所）接受新疆天顺供应链股份有限公 司（下称公司）的委托，委派本所赵旭东律师、王燕梅律师出席公司 2025 年第 三次临时股东会，根据《中华人民共和国公司法》（下称《公司法》）、《 ...

Core Viewpoint - TianShun Co., Ltd. has received a significant government subsidy that will positively impact its financials, specifically its net profit for the recent period [1]. Financial Performance - As of December 3, 2025, TianShun's stock closed at 15.6 yuan, down 0.26% from the previous trading day, with a total market capitalization of 2.375 billion yuan [1]. - The stock opened at 15.59 yuan, reached a high of 15.88 yuan, and a low of 15.39 yuan, with a trading volume of 1.07 billion yuan and a turnover rate of 4.9% [1]. Government Subsidy - The company’s wholly-owned subsidiary, Hainan Tianyu Aviation Service Co., Ltd., received a government subsidy of 44,391,400 yuan from the Hainan Provincial Department of Transportation for the first half of 2025 [1]. - Out of this amount, 44,225,862 yuan is classified as a reward subsidy, which constitutes 495.99% of the company's most recent audited net profit attributable to shareholders [1]. - The remaining 165,538 yuan is categorized as a collection and payment item [1]. - The subsidy is related to revenue and is expected to reduce related costs and expenses, with the funds having been received on December 2, 2025 [1].

Group 1 - The company TianShun Co., Ltd. (002800) announced that its wholly-owned subsidiary, Hainan Tianyu Aviation Service Co., Ltd., received a government subsidy of 44.3914 million yuan from the Hainan Provincial Department of Transportation for air cargo operations in the first half of 2025 [1] - Of the total subsidy, 44.2259 million yuan is classified as a reward subsidy, which accounts for 495.99% of the company's most recent audited net profit attributable to shareholders [1] - The actual cash amount received from the government subsidy is 44.2259 million yuan, which has been recognized for the first half of 2025 but not yet received, effectively reducing related costs and expenses for that period [1]

Group 1 - The company announced that its wholly-owned subsidiary, Hainan Tianyu Aviation Service Co., Ltd., received an aviation cargo transportation reward fund of 44,391,400.00 yuan from the Hainan Provincial Department of Transportation for the first half of 2025 [1] - Of the total reward fund, 44,225,862.00 yuan is a subsidy to the company, which accounts for 495.99% of the company's most recent audited net profit attributable to shareholders [1] - An additional 165,538.00 yuan of the reward fund is classified as "collection and payment on behalf of the company" [1]

新疆天顺供应链股份有限公司 证券代码：002800 证券简称：天顺股份 公告编号：2025-071 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补 助，是指企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收 益相关的政府补助，是指除与资产相关的政府补助之外的政府补助。公司获得 的上述项目补助不用于购建或以其他方式形成长期资产，故为与收益相关的政 府补助。 2.补助的确认和计量 新疆天顺供应链股份有限公司（以下简称"公司"）下属全资子公司海南 天宇航空服务有限责任公司（以下简称"海南天宇"）获得海南省交通运输厅 2025 年上半年航空货运奖励资金 44,391,400.00 元。其中，44,225,862.00 元 为公司奖励补贴款，占公司最近一期经审计归属于上市公司股东净利润的 495.99%；165,538.00 元奖励补贴款由公司"代收代付"。上述补贴款项已于 2025 年 12 月 2 日划拨到海南天宇相关资金账户。 按照《企业会计准则第16号—政府补助》的规定，公司收到与收益相关的 政府补助时，与企业日常活动相关的政府补助，按照经济业务实质，计入其他 收益或冲减相关成本 ...