飞力达成立于1993年4月22日，于2011年7月6日在深圳证券交易所上市，注册地址和办公地址均为江苏省 昆山市。它是国内领先的一体化供应链管理解决方案提供商，具备一站式物流服务能力。 飞力达主营业务为设计并提供一体化供应链管理解决方案，为客户提供一站式物流解决方案。公司所属申 万行业为交通运输-物流-中间产品及消费品供应链服务，所属概念板块包括统一大市场、冷链物流、小盘 核聚变、超导概念、核电。 经营业绩：营收行业第一，净利润第四 2025年三季度，飞力达营业收入达46.59亿元，行业排名1/7，高于行业平均数16.1亿元和中位数11.37亿 元，远超第二名东方嘉盛的28.98亿元。主营业务构成中，国际货运代理17.22亿元占比56.83%，综合物流 服务13.08亿元占比43.17%。净利润为4459.23万元，行业排名4/7，行业第一名海晨股份为2.07亿元，第二 名东方嘉盛为1.46亿元，行业平均数为7501.77万元，行业中位数为4459.23万元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度飞力达资产负债率为58.24%，高于去年同期的56.53%，且高于行业平均的 ...

Core Viewpoint - The logistics sector experienced a decline of 0.37% on October 24, with Yuan Da Holdings leading the drop, while the Shanghai Composite Index rose by 0.71% and the Shenzhen Component Index increased by 2.02% [1] Group 1: Market Performance - The logistics sector's performance was mixed, with notable gainers such as Longzhou Co., which rose by 9.96% to a closing price of 5.30, and Huami Duhai, which increased by 5.11% to 28.20 [1] - Conversely, Yuan Da Holdings saw a significant decline of 3.80%, closing at 8.36, contributing to the overall drop in the logistics sector [2] Group 2: Trading Volume and Capital Flow - The logistics sector recorded a net inflow of 10.70 million yuan from institutional investors, while retail investors contributed a net inflow of 12.50 million yuan, indicating a mixed sentiment among different investor types [2] - The trading volume for Longzhou Co. reached 501,500 shares, with a transaction value of 263 million yuan, highlighting strong investor interest [1] Group 3: Individual Stock Analysis - Longzhou Co. had a significant net inflow of 127 million yuan from institutional investors, representing 48.48% of its trading volume, while retail investors showed a net outflow of 65.07 million yuan [3] - New Ning Logistics also attracted a net inflow of 50.68 million yuan from institutional investors, indicating positive sentiment towards the stock [3]

10月24日，飞力达盘中下跌2.04%，截至14:13，报8.17元/股，成交1.54亿元，换手率5.10%，总市值 30.36亿元。 分红方面，飞力达A股上市后累计派现1.60亿元。近三年，累计派现2406.60万元。 今年以来飞力达已经7次登上龙虎榜，最近一次登上龙虎榜为5月15日。 责任编辑：小浪快报 资料显示，江苏飞力达国际物流股份有限公司位于江苏省昆山开发区玫瑰路999号，成立日期1993年4月 22日，上市日期2011年7月6日，公司主营业务涉及设计并提供一体化供应链管理解决方案,通过市场定 位与业务规划设计、业务流程设计、信息系统设计、组织设计、硬件规划等方面,为客户提供一站式物 流解决方案。主营业务收入构成为：国际货运代理56.83%，综合物流服务43.17%。 飞力达所属申万行业为：交通运输-物流-中间产品及消费品供应链服务。所属概念板块包括：统一大市 场、冷链物流、小盘、快递概念、智慧物流等。 资金流向方面，主力资金净流出222.76万元，特大单买入123.00万元，占比0.80%，卖出224.48万元，占 比1.46%；大单买入2832.94万元，占比18.40%，卖出2954.22万元 ...

Market Overview - On October 23, the logistics sector rose by 0.28% compared to the previous trading day, with Changjiang Investment leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Changjiang Investment (600119) closed at 9.63, with a gain of 7.12% and a trading volume of 402,400 shares, amounting to a transaction value of 391 million [1] - Other notable performers included Eastern Airlines Logistics (601156) with a 2.55% increase, and Wuchan Zhongda (600704) with a 2.35% increase [1] Fund Flow Analysis - The logistics sector experienced a net outflow of 20.51 million from institutional investors, while retail investors saw a net inflow of 116 million [2] - Major stocks like Changjiang Investment and Wuchan Zhongda had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3] Individual Stock Insights - Changjiang Investment had a net inflow of 83.66 million from institutional investors, but a net outflow of 39.65 million from speculative funds [3] - Wuchan Zhongda also saw a net inflow of 70.94 million from institutional investors, with a net outflow of 25.73 million from speculative funds [3]

Group 1 - Pinggao Electric reported a 6.98% increase in revenue to 8.436 billion yuan and a 14.62% increase in net profit to 982 million yuan for the first three quarters of 2025 [1] - Wanchen Group achieved a 77.37% increase in revenue to 36.562 billion yuan and a staggering 917.04% increase in net profit to 855 million yuan for the first three quarters of 2025 [2] - Xintian's revenue decreased by 10.42% to 481 million yuan, with a net profit decline of 35.19% to 91.9 million yuan for the first three quarters of 2025 [3] Group 2 - Chuangye Heima reported a revenue drop of 35.68% to 102 million yuan and a net loss of 24.93 million yuan for the first three quarters of 2025 [4] - Huaxin New Materials saw a 16.11% increase in revenue to 265 million yuan and an 18.56% increase in net profit to 40.81 million yuan for the first three quarters of 2025 [5] - Meihua Medical's revenue increased by 3.28% to 1.194 billion yuan, but net profit fell by 19.25% to 208 million yuan for the first three quarters of 2025 [6] Group 3 - Silica Technology reported a 24.30% increase in revenue to 2.651 billion yuan and a 44.63% increase in net profit to 229 million yuan for the first three quarters of 2025 [7] - Anada experienced a revenue decline of 6.03% to 1.31 billion yuan and a net loss of 46.37 million yuan for the first three quarters of 2025 [8] - StarNet Ruijie achieved a 19.20% increase in revenue to 14.168 billion yuan and a 31.06% increase in net profit to 344 million yuan for the first three quarters of 2025 [9] Group 4 - New Link Electronics reported a revenue decrease of 0.37% to 550 million yuan but a significant net profit increase of 421.43% to 535 million yuan for the first three quarters of 2025 [10] - Tianyin Electromechanical's revenue fell by 22.75% to 581 million yuan, with a net profit decline of 56.10% to 24.27 million yuan for the first three quarters of 2025 [11] - Hengtong Co. reported a revenue decrease of 39.29% to 1.05 billion yuan, but a net profit increase of 78.33% to 176 million yuan for the first three quarters of 2025 [12] Group 5 - Xigao Institute achieved a 15.05% revenue increase to 651 million yuan and a 21.28% net profit increase to 198 million yuan for the first three quarters of 2025 [13] - Good Housewife reported a revenue decrease of 0.91% to 1.059 billion yuan and a net profit decline of 24.79% to 143 million yuan for the first three quarters of 2025 [14] - China Pharmaceutical's subsidiary received approval for Vitamin B6 injection, indicating a positive development in its product pipeline [20] Group 6 - Xi Zhong Technology received approval for the issuance of convertible bonds, indicating potential for future capital raising [22] - Chengda Bio signed a strategic cooperation agreement with the Chinese Academy of Microbiology, focusing on infectious disease prevention [25] - Fuyuan Pharmaceutical received a drug registration certificate for Dydrogesterone tablets, enhancing its product offerings [26] Group 7 - Zhehai Deman received 8.1202 million yuan in land acquisition compensation, indicating a successful resolution of land-related issues [27] - Zhongjin Irradiation announced the resignation of its deputy general manager, indicating potential changes in management [29] - Hendi Pharmaceutical received a drug registration certificate for Febuxostat tablets, expanding its product portfolio [30] Group 8 - David Medical's subsidiary received a medical device registration certificate for a surgical stapler, enhancing its product offerings [32] - Liaoning Energy announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [34] - Fengyuan Co. signed a framework agreement for the supply of lithium iron phosphate, indicating growth in its supply chain [35] Group 9 - Shengda Resources announced the resumption of construction at a mining site, indicating recovery from previous operational disruptions [37] - Shiyuan Co. reported a revenue increase of 5.45% to 18.087 billion yuan, but a net profit decline of 6.81% to 867 million yuan for the first three quarters of 2025 [39] - Feilida reported a revenue decrease of 6.81% to 4.659 billion yuan, but a net profit increase of 49.1% to 33.19 million yuan for the first three quarters of 2025 [40] Group 10 - Changyuan Donggu reported a revenue increase of 29.75% to 1.648 billion yuan and a net profit increase of 76.71% to 274 million yuan for the first three quarters of 2025 [41] - Liyuanheng reported a net profit of 47.49 million yuan for the first three quarters of 2025, indicating stable performance [42] - Fangyuan Co. reported a net loss of 121 million yuan for the first three quarters of 2025, indicating challenges in its operations [43] Group 11 - China Mobile reported a revenue increase of 0.4% to 794.7 billion yuan and a net profit increase of 4% to 115.4 billion yuan for the first three quarters of 2025 [44] - Huangshanghuang reported a revenue decrease of 5.08% to 1.379 billion yuan but a net profit increase of 28.59% to 101 million yuan for the first three quarters of 2025 [46] - Youcai Resources announced plans to invest approximately 150 million yuan in a new materials production base project [47] Group 12 - Huawei Technology announced plans to invest up to 20 million euros in two German subsidiaries [49] - China Shipbuilding projected a net profit increase of 144.42% to 170.85% for the first three quarters of 2025, indicating strong performance [51] - Aeston's subsidiary plans to transfer a 48% stake in a company for 245 million yuan, indicating strategic divestment [52] Group 13 - Jinxinno plans to raise up to 292 million yuan through a private placement, indicating potential for expansion [53] - China Power Construction reported a 5.04% increase in new contract amounts to 904.527 billion yuan for the first three quarters of 2025 [54] - Helitai reported a net profit increase of 101.45% to 17.81 million yuan for the first three quarters of 2025 [55] Group 14 - Xuefeng Technology reported a revenue decrease of 8.28% to 4.183 billion yuan and a net profit decline of 34.6% to 394 million yuan for the first three quarters of 2025 [57] - Juzhi Technology reported a revenue increase of 21.40% to 615 million yuan and a net profit increase of 33.78% to 82.47 million yuan for the first three quarters of 2025 [59] - Jinxi Axle reported a revenue decrease of 0.11% to 872 million yuan but a net profit increase of 268.03% to 22.11 million yuan for the first three quarters of 2025 [60] Group 15 - Longsheng Technology reported a revenue increase of 10.13% to 1.810 billion yuan and a net profit increase of 36.89% to 210 million yuan for the first three quarters of 2025 [62] - Shannon Chip Creation announced plans for a share reduction by a major shareholder, indicating potential changes in ownership structure [63]

Core Insights - The company Feilida (300240) reported a revenue of 1.629 billion yuan for Q3 2025, representing a year-on-year decline of 5.37% [1] - The net profit for the same period was 3.3254 million yuan, showing a significant year-on-year increase of 277.92% [1] Financial Performance - Q3 2025 revenue: 1.629 billion yuan, down 5.37% year-on-year [1] - Q3 2025 net profit: 3.3254 million yuan, up 277.92% year-on-year [1]

Core Viewpoint - Feilida (300240.SZ) reported a decline in revenue for the first three quarters, while net profit showed significant growth, indicating a mixed financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 4.659 billion yuan, a year-on-year decrease of 6.81% [1] - The net profit attributable to shareholders of the listed company was 33.19 million yuan, reflecting a year-on-year increase of 49.1% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 16.82 million yuan [1]

Core Viewpoint - Feilida (300240.SZ) reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth, indicating a mixed financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 4.659 billion yuan, a year-on-year decrease of 6.81% [1] - Net profit attributable to shareholders was 33.193 million yuan, reflecting a year-on-year increase of 49.10% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 16.8232 million yuan, showing a substantial year-on-year growth of 349.08% [1] - Basic earnings per share were 0.0893 yuan [1]

Financial Performance - The company's operating revenue for Q3 2025 was ¥1,628,583,692.48, a decrease of 5.37% compared to the same period last year[5]. - Net profit attributable to shareholders increased by 277.92% to ¥3,325,439.55, while the net profit after deducting non-recurring gains and losses rose by 126.16% to ¥2,235,771.48[5]. - The company reported a basic earnings per share of ¥0.0089, up 270.83% year-on-year[5]. - Net profit for the current period is ¥44,592,290.23, an increase of 27.0% compared to ¥35,092,084.73 in the previous period[20]. - Earnings per share increased to ¥0.0893 from ¥0.0600, reflecting a growth of 48.8%[21]. - The total comprehensive income for the current period is ¥55,586,551.76, compared to a loss of ¥20,071,034.41 in the previous period[21]. Cash Flow - Cash flow from operating activities showed a significant increase of 235.10%, reaching ¥280,225,929.98, attributed to reduced low-margin business and improved receivables management[10]. - Cash flow from operating activities decreased to ¥4,805,427,937.58 from ¥5,146,561,805.21, a decline of 6.6%[22]. - Net cash outflow from operating activities was $4,553,282,594.34, compared to $5,133,729,659.95 previously, resulting in a net cash flow from operating activities of $280,225,929.98, up from $83,623,584.79[23]. - Cash inflow from investment activities was $609,845,877.30, slightly down from $643,695,056.60, while cash outflow from investment activities was $675,964,996.96, down from $754,087,135.89, leading to a net cash flow from investment activities of -$66,119,119.66, an improvement from -$110,392,079.29[23]. - Cash inflow from financing activities was $891,295,547.55, up from $877,322,401.00, while cash outflow was $994,467,286.59, compared to $797,049,989.79, resulting in a net cash flow from financing activities of -$103,171,739.04, down from $80,272,411.21[23]. - The net increase in cash and cash equivalents was $104,006,932.99, compared to $42,958,498.26 in the previous period[23]. - The ending balance of cash and cash equivalents was $764,675,679.17, up from $564,891,138.01[23]. Assets and Liabilities - Total assets at the end of the reporting period were ¥4,177,902,362.56, reflecting a growth of 5.56% from the previous year[5]. - Total current assets increased to ¥2,528,714,003.12 from ¥2,342,642,000.74, representing an increase of approximately 7.9%[16][17]. - Total liabilities increased to ¥2,433,306,707.54, up from ¥2,266,027,466.12, representing a growth of 7.4%[18]. - Total equity rose to ¥1,744,595,655.02, compared to ¥1,691,883,804.02, marking an increase of 3.1%[18]. - The company experienced a 50.88% decrease in notes receivable due to reduced bank acceptance bill collections[9]. - The company’s long-term borrowings increased by 43.35% to ¥282,382,919.05, driven by financing for the Dongguan electronic components distribution center project[9]. - Short-term borrowings decreased to ¥856,454,158.00 from ¥912,810,123.88, a reduction of approximately 6.2%[17]. - Accounts payable increased to ¥816,246,730.36 from ¥607,108,892.40, showing a significant rise of about 34.4%[17]. Investments and Expenses - The company’s investment income decreased by 75.72% to ¥947,832.02, primarily due to reduced dividend income from other equity investments[10]. - Research and development expenses increased to ¥18,659,706.33, up from ¥16,747,385.91, indicating a growth of 11.4%[20]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 28,379[13]. - The top 10 shareholders hold a combined 53.12% of the shares, with the largest shareholder, Kunshan Feida Investment Management Co., holding 10.42%[13]. Other Information - The third quarter financial report was not audited[24]. - The company will implement new accounting standards starting from 2025[25].

Core Viewpoint - The stock of Feilida has shown a mixed performance in recent trading sessions, with a year-to-date increase of 22.37% but a decline over the last 20 and 60 days, indicating potential volatility in the market [1][2]. Company Overview - Feilida International Logistics Co., Ltd. is located in Kunshan, Jiangsu Province, and was established on April 22, 1993. It was listed on July 6, 2011. The company specializes in integrated supply chain management solutions, providing one-stop logistics solutions through various design aspects [1]. - The main revenue sources for Feilida are international freight forwarding (56.83%) and comprehensive logistics services (43.17%) [1]. Financial Performance - For the first half of 2025, Feilida reported a revenue of 3.031 billion yuan, a year-on-year decrease of 7.57%. However, the net profit attributable to shareholders increased by 39.69% to 29.8676 million yuan [2]. - Since its A-share listing, Feilida has distributed a total of 160 million yuan in dividends, with 24.066 million yuan distributed over the past three years [3]. Market Activity - As of October 20, Feilida's stock price was 8.04 yuan per share, with a market capitalization of 2.987 billion yuan. The stock experienced a net inflow of 1.3678 million yuan from main funds [1]. - The number of shareholders increased by 67.93% to 32,800 as of June 30, with an average of 11,071 circulating shares per person, a decrease of 40.45% [2].