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]

Company Overview - Shenzhen Oriental Jiasheng Supply Chain Co., Ltd. was established in 2001 and is located in Shenzhen, primarily engaged in multimodal transport and transportation agency services [1][2] - The company has a registered capital of 2.6976 billion RMB and a paid-in capital of 1.3810 billion RMB [1] Financial Performance - As of the first quarter of 2025, the company reported total operating revenue of 889 million RMB, representing a year-on-year growth of 8.61% [1] - The net profit attributable to shareholders was 43.39 million RMB, a decrease of 14.49% year-on-year [1] - The non-recurring net profit was 40.79 million RMB, down 3.82% year-on-year [1] - The current ratio is 1.671, the quick ratio is 1.651, and the debt-to-asset ratio stands at 44.86% [1] Market Activity - As of August 8, 2025, the stock price closed at 16.82 RMB, down 2.55%, with a turnover rate of 6.02% [1] - The trading volume was 151,400 lots, with a transaction amount of 255 million RMB [1] - The net outflow of main funds was 13.86 million RMB, accounting for 5.44% of the transaction amount [1] - Large orders saw a net outflow of 15.46 million RMB, while small orders had a net inflow of 20.52 million RMB [1] Investment and Intellectual Property - The company has made investments in 47 enterprises and participated in 175 bidding projects [2] - It holds 5 trademark registrations and possesses 69 administrative licenses [2]

Group 1 - The core point of the article highlights the stock performance of Dongfang Jiasheng, which closed at 16.65 yuan on August 6, marking a 0.12% increase from the previous trading day [1] - The trading volume on that day reached 355 million yuan, with a turnover rate of 8.50%, and the total market capitalization stood at 6.288 billion yuan [1] - Dongfang Jiasheng operates in the logistics industry and is also involved in sectors such as biological vaccines and big data, with a focus on supply chain management services and recent expansion into healthcare [1] Group 2 - On August 6, the stock experienced a rapid rebound in the morning, with a rise of over 2% within 5 minutes, peaking at 16.98 yuan [1] - Despite the stock's performance, there was a net outflow of 30.5867 million yuan from main funds on that day, with a cumulative net outflow of 19.5834 million yuan over the past five days [1]

证券之星消息，8月5日物流板块较上一交易日上涨0.4%，嘉友国际领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。物流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) | | | --- | --- | --- | --- | --- | --- | --- | | 603871 | 嘉友国际 | 11.75 | 4.82% | 21.85万 | | 2.53亿 | | 300873 | 海晨股份 | 24.16 | 4.82% | 14.64万 | | 3.48亿 | | 002889 | 东方嘉盛 | 16.63 | 3.61% | 21.27万 | | 3.49亿 | | 002800 | 天顺股份 | 14.48 | 3.50% | 11.51万 | | 1.66亿 | | 002682 | 龙洲股份 | 4.92 | 2.71% | 33.30万 | | 1.63亿 | | 601598 | 中国外运 | 5.50 | 2.61% | 19.31万 | | 1.06亿 | | 603648 | ...

Core Viewpoint - The free trade port concept has shown a significant increase, with a rise of 3.41% as of July 24, ranking sixth among concept sectors [1] Group 1: Market Performance - The free trade port concept sector saw 35 stocks increase, with notable performers including HNA Holding, Haima Automobile, and Dongfang Jiasheng reaching their daily limit up [1] - The top gainers in the free trade port sector included China Duty Free Group with a net inflow of 8.16 billion yuan, followed by HNA Holding, Hainan Ruize, and Haima Automobile with net inflows of 2.76 billion yuan, 2.15 billion yuan, and 1.63 billion yuan respectively [2][3] Group 2: Capital Flow - The free trade port concept sector experienced a net capital inflow of 20.31 billion yuan, with 24 stocks receiving net inflows, and 9 stocks exceeding 1 billion yuan in net inflow [2] - The stocks with the highest net inflow ratios included Dongfang Jiasheng at 35.59%, Haima Automobile at 30.47%, and Hainan Mining at 24.65% [3][4]

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, particularly in the photolithography equipment sector, with companies like Dongfang Jiasheng reaching their daily limit increase in stock price [1] Group 1: Market Performance - The semiconductor supply chain saw a notable rise, with Dongfang Jiasheng hitting the daily limit increase and other companies such as Maolai Optics and Zhongying Electronics rising nearly 10% [1] - Other companies in the sector, including Huicheng Vacuum, Shanghai Xinyang, Huahong Company, Kaimeteqi, and SMIC, also experienced stock price increases [1] Group 2: Industry Forecast - SEMI (Semiconductor Equipment and Materials International) predicts that the total sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) will reach a record high of $125.5 billion by 2025, representing a year-on-year growth of 7.4% [1]

Group 1 - The "Opinions" issued by the Central Committee and the State Council aim to deepen reform and expand openness in Shenzhen, enhancing its role in the Guangdong-Hong Kong-Macao Greater Bay Area and contributing to the modernization of the country [1] - The Opinions emphasize the need to improve financial services for the real economy, supporting Shenzhen in conducting integrated financial pilot projects for technology industries [1] - The Opinions propose reforms for the market-oriented allocation of data elements, including the establishment of trading rules and standards, and support for data trading and distribution mechanisms [1] Group 2 - Shenzhen-based company Dongfang Jiasheng Supply Chain Co., Ltd. aligns its business with the Opinions, focusing on data element marketization and service trade innovation [2] - Dongfang Jiasheng leverages its position in the Qianhai Free Trade Zone and Yantian Bonded Zone to implement a global center warehouse model for integrated storage management [2] - The company is experiencing rapid growth in its cross-border e-commerce logistics business, with a focus on building a multimodal transport network [2] Group 3 - Shenzhen-based company Shenkeda specializes in manufacturing new display process equipment for consumer electronics and semiconductor packaging, showcasing strong competitive advantages in the AI and advanced manufacturing sectors [3] - Shenkeda has established extensive collaborations with well-known domestic and international consumer electronics manufacturers, creating a robust industrial ecosystem [3] - The company is positioned to play a significant role in the implementation of policies, contributing to the advancement of new industries in Shenzhen and invigorating regional economic development [3]

Core Viewpoint - The company maintains a positive outlook for its overall performance in 2025, driven by a recovery in cross-border supply chain services and domestic consumption market, with a reported revenue growth of 8.64% in Q1 [2] Group 1: Company Performance and Strategy - The company is actively participating in the construction of international supply chain service hubs, implementing innovative "Iron-Air Intermodal" transport solutions to enhance cross-border logistics capabilities [2] - The company aims to expand its semiconductor business by providing rapid response services for integrated circuit manufacturers in South China, while also developing a robust after-sales service ecosystem [2] - The company has completed self-built warehouse projects in Chongqing and Kunming, with ongoing projects in Shenzhen, aimed at reducing external warehouse rental costs and improving overall performance [2] Group 2: Market Opportunities and Growth Drivers - The company's growth last year was primarily due to the expansion of cross-border e-commerce logistics and cost reduction efforts, which allowed it to capture significant market opportunities [2] - The company is focusing on global expansion, particularly in regions such as the Belt and Road Initiative, Europe, and Central Asia, while enhancing local operational capabilities and compliance systems [2] - The company plans to leverage its multi-modal transport products and bonded logistics experience to create customized supply chain solutions that meet diverse market demands [2]

Core Viewpoint - The company has announced its 2024 annual profit distribution and capital reserve conversion plan, which includes a cash dividend and a stock bonus for shareholders [1][2]. Group 1: Profit Distribution and Capital Reserve Conversion Plan - The company will distribute a cash dividend of 0.75 RMB per 10 shares (before tax) and will convert capital reserves into 4 additional shares for every 10 shares held [2]. - The total share capital before the distribution is 269,762,480 shares, which will increase to 377,667,472 shares after the distribution [2][7]. - The distribution plan is consistent with the proposal approved at the shareholders' meeting, and no changes in total share capital occurred during the distribution period [1][2]. Group 2: Key Dates - The record date for the rights distribution is set for May 29, 2025, and the ex-dividend date is May 30, 2025 [3]. Group 3: Distribution Method - The additional shares will be credited directly to shareholders' securities accounts on the ex-dividend date, with any fractional shares being distributed based on a specific sorting method [5]. - Cash dividends will be directly transferred to shareholders' accounts through their custodial securities companies on the ex-dividend date [5]. Group 4: Shareholder Eligibility - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [4]. Group 5: Earnings Per Share - After the stock bonus, the diluted earnings per share for the 2024 fiscal year will be 0.5071 RMB [7].

深圳市东方嘉盛供应链股份有限公司 2024年年度权益分派实施公告 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。 深圳市东方嘉盛供应链股份有限公司（以下简称"公司"）2024 年年度权益 分派方案已获 2025 年 5 月 19 日召开的 2024 年年度股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配及资本公积转增股本方案情况 1、公司 2024 年年度股东大会审议通过的 2024 年度利润分配及资本公积转 增股本预案为：以实施权益分派股权登记日登记的总股本为基数，向全体股东每 10 股派现金 0.75 元人民币（含税），同时，以资本公积金向全体股东每 10 股转 增 4 股，不送红股。若在分配方案实施前公司总股本由于可转债转股、股份回购、 股权激励行权、再融资新增股份上市等原因而发生变化的，公司将按照分红（转 增）总额不变的原则相应调整。 2、本次实施分配方案与股东大会审议通过的分配方案一致，自分配方案披 露日至实施期间公司股本总额未发生变化；本次实施分配方案距离股东大会审议 通过的时间未超过两个月。 二、本次实施的利润分配及资 ...