证券代码：300350 证券简称：华鹏飞 公告编码：（2025）097号 华鹏飞股份有限公司 关于变更签字注册会计师的公告 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。 华鹏飞股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日召开第五届董 事会第二十三次会议，于 2025 年 5 月 20 日召开了 2024 年度股东大会，审议 通过了《关于续聘 2025 年度审计机构的议案》，同意公司续聘立信会计师事务 所（特殊普通合伙）（以下简称"立信"）为公司 2025 年度的外部审计机构，负 责公司 2025 年度的审计工作，具体内容详见公司于 2025 年 4 月 29 日在巨潮 资讯网上披露的《关于续聘 2025 年度审计机构的公告》（公告编号：2025-036）。 一、本次变更项目合伙人的基本情况 立信作为公司 2025 年度财务报表的审计机构，原指派王首一先生担任项目 合伙人。现因王首一先生工作安排调整，立信改派马玥先生作为项目合伙人继续 完成公司 2025 年度财务报表审计相关工作。变更后的财务报表审计项目合伙人 为马玥先生。 二、本次变更 ...

华鹏飞股份有限公司 关于公司出售参股子公司股权的进展公告 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、交易概述 华鹏飞股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开了第五届 董事会第二十二次会议与第五届监事会第十八次会议，审议并通过了《关于公司 出售参股子公司股权的议案》，同意公司全资子公司博韩伟业（北京）科技有限 公司（以下简称"博韩伟业"）将持有辽宁宏图创展测绘勘察有限公司（以下简称 "目标公司"或"宏图创展"）38.31%的股权转让给沈阳数据集团有限公司（曾用名： 沈阳数字产业发展有限公司)，转让价格为人民币 15,004.94 万元。本次股权转 让完成后，博韩伟业持有宏图创展 9.50%股权。 公司全资子公司博韩伟业于 2025 年 3 月 31 日在辽宁省沈阳市与各方正式 签署了《股权收购协议》。 具体内容详见公司于 2025 年 3 月披露于巨潮资讯网的《关于公司出售参股 子公司股权的公告》（公告编号：2025-023）、《关于公司出售参股子公司股 权的进展公告》（公告编号：2025-024）。 二、交易进展 证券代 ...

Market Overview - The logistics sector increased by 0.13% on December 8, with Hengji Daxin leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Top Performers - Hengji Daxin (002492) closed at 8.43, up 10.05% with a trading volume of 294,200 shares and a turnover of 240 million yuan [1] - Longzhou Co., Ltd. (002682) closed at 8.67, up 10.03% with a trading volume of 44,100 shares and a turnover of 38.23 million yuan [1] - Huapengfei (300350) closed at 7.49, up 4.61% with a trading volume of 571,500 shares [1] Underperformers - Jiayou International (603871) closed at 12.82, down 2.44% with a trading volume of 72,400 shares [2] - ST Haijin (600753) closed at 8.11, down 1.70% with a trading volume of 26,600 shares [2] - China Foreign Trade (601598) closed at 6.34, down 1.40% with a trading volume of 148,900 shares [2] Capital Flow - The logistics sector saw a net inflow of 162 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [2][3] - Major stocks like Xiamen Xiangyu (600057) had a net inflow of 64.71 million yuan from institutional investors, but a net outflow of 81.60 million yuan from retail investors [3] - Hengji Daxin (002492) had a net inflow of 30.80 million yuan from institutional investors, with a net outflow of 24.94 million yuan from retail investors [3]

Core Insights - The stock price of Huapengfei increased by 2.56% on December 1, reaching 7.20 CNY per share, with a trading volume of 1.12 billion CNY and a turnover rate of 3.38%, resulting in a total market capitalization of 40.46 billion CNY [1] - Year-to-date, Huapengfei's stock price has risen by 33.33%, with a 0.70% increase over the last five trading days, a 10.26% increase over the last 20 days, and a 15.20% increase over the last 60 days [1] - The company has been listed on the "Dragon and Tiger List" once this year, with the most recent appearance on April 22, where it recorded a net purchase of 1.23 billion CNY [1] Financial Performance - For the period from January to September 2025, Huapengfei achieved a revenue of 3.07 billion CNY, representing a year-on-year growth of 20.36%, while the net profit attributable to shareholders decreased by 77.62% to 503.81 million CNY [2] - Cumulatively, the company has distributed 40.85 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3] Shareholder Information - As of September 30, Huapengfei had 39,200 shareholders, an increase of 3.70% from the previous period, with an average of 12,044 circulating shares per shareholder, a decrease of 3.57% [2] Business Overview - Huapengfei operates in the logistics sector, focusing on IoT operation services, logistics services, and financial services, with domestic comprehensive logistics services accounting for 71.14% of revenue, international logistics services 27.45%, and other services 1.41% [1]

Core Insights - The logistics sector experienced a slight decline of 0.22% on November 26, with Huapengfei leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index rose by 1.02% to 12907.83 [1] Stock Performance - Tian Shun Co. (002800) saw a significant increase of 10.03%, closing at 16.02 with a trading volume of 115,700 shares and a turnover of 181 million yuan [1] - Other notable gainers included ST Yuanshang (603813) with a 3.49% increase and ST Xuefa (002485) with a 3.23% increase [1] - Conversely, Huapengfei (300350) led the declines with a drop of 4.58%, closing at 7.09 with a trading volume of 634,600 shares and a turnover of 456 million yuan [2] Capital Flow - The logistics sector saw a net inflow of 47.53 million yuan from institutional investors, while retail investors contributed a net inflow of 14.24 million yuan [2] - However, there was a net outflow of 61.77 million yuan from speculative funds [2] Individual Stock Capital Flow - Shunfeng Holdings (002352) experienced a net inflow of 16.216 million yuan from institutional investors, while retail investors had a net outflow of 30.37 million yuan [3] - Tian Shun Co. (002800) had a net inflow of 61.97 million yuan from institutional investors, with a net outflow of 32.22 million yuan from speculative funds [3] - Hong Chuan Wisdom (002930) saw a net inflow of 27.68 million yuan from institutional investors, while retail investors had a net outflow of 15.45 million yuan [3]

Core Viewpoint - The stock of Huapengfei has shown significant growth this year, with a year-to-date increase of 35.19%, and recent trading activity indicates strong investor interest and liquidity [1][2]. Group 1: Stock Performance - As of November 25, Huapengfei's stock price reached 7.30 CNY per share, with a trading volume of 1.79 billion CNY and a turnover rate of 5.30%, resulting in a total market capitalization of 4.103 billion CNY [1]. - The stock has experienced a 7.20% increase over the last five trading days, an 8.79% increase over the last twenty days, and an 11.11% increase over the last sixty days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) once this year, with the most recent appearance on April 22, where it recorded a net purchase of 1.23 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Huapengfei reported a revenue of 307 million CNY, reflecting a year-on-year growth of 20.36%. However, the net profit attributable to shareholders decreased by 77.62% to 5.038 million CNY [2]. - The company's main business revenue composition includes 71.14% from domestic comprehensive logistics services, 27.45% from international logistics services, and 1.41% from other services [1]. Group 3: Shareholder Information - As of September 30, the number of Huapengfei's shareholders reached 39,200, an increase of 3.70% from the previous period, while the average number of circulating shares per shareholder decreased by 3.57% to 12,044 shares [2]. Group 4: Dividend Information - Since its A-share listing, Huapengfei has distributed a total of 40.8533 million CNY in dividends, with no dividends paid out in the last three years [3].

Market Overview - The logistics sector experienced a decline of 1.86% on November 21, with Longzhou Co. leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Jianfa Co. (600153) saw an increase of 2.58% in its closing price at 10.74, with a trading volume of 503,600 shares and a transaction value of 538 million [1] - Longzhou Co. (002682) reported a significant drop of 9.92%, closing at 5.72, with a trading volume of 1,066,100 shares and a transaction value of 614 million [2] - Other notable declines included Pulu Tong (002769) down 6.56% and Tiensheng Co. (002800) down 6.48% [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 746 million from institutional investors, while retail investors saw a net inflow of 401 million [2] - The data indicates that speculative funds had a net inflow of 344 million [2] Detailed Capital Flow for Selected Stocks - Guanghui Logistics (600603) had a net inflow of 16.10 million from institutional investors, while it faced a net outflow of 10.09% from speculative funds [3] - Hongchuan Wisdom (002930) reported a net inflow of 6.75 million from institutional investors and a net inflow of 4.51 million from speculative funds [3] - New Ning Logistics (300013) had a net inflow of 1.75 million from institutional investors, with speculative funds showing a net inflow of 10.38 million [3]

Company Overview - Huapengfei Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 15, 2000. The company was listed on August 21, 2012. Its main business includes IoT operation services, logistics services, and financial services [1]. - The revenue composition of Huapengfei is as follows: domestic comprehensive logistics services account for 71.14%, international logistics services 27.45%, and other services 1.41% [1]. Stock Performance - On November 21, Huapengfei's stock price increased by 2.73%, reaching 7.14 CNY per share, with a trading volume of 201 million CNY and a turnover rate of 6.14%. The total market capitalization is 4.013 billion CNY [1]. - Year-to-date, Huapengfei's stock price has risen by 32.22%. In the last five trading days, it increased by 5.31%, in the last 20 days by 5.93%, and in the last 60 days by 7.05% [1]. Financial Performance - For the period from January to September 2025, Huapengfei achieved an operating income of 307 million CNY, representing a year-on-year growth of 20.36%. However, the net profit attributable to the parent company was 5.038 million CNY, a decrease of 77.62% year-on-year [2]. - Since its A-share listing, Huapengfei has distributed a total of 40.8533 million CNY in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, Huapengfei had 39,200 shareholders, an increase of 3.70% from the previous period. The average number of circulating shares per shareholder is 12,044, a decrease of 3.57% from the previous period [2]. Industry Classification - Huapengfei belongs to the transportation and logistics sector, specifically in the intermediate products and consumer goods supply chain services. It is associated with concepts such as community group buying, small-cap stocks, cross-border e-commerce, express delivery, and military information technology [2].

Group 1: Company Value Management - The company adheres to an intrinsic value-based market value management philosophy, focusing on governance structure improvement and operational performance enhancement to benefit shareholders [2] - There are currently no plans for share repurchase, but any future plans will be disclosed in accordance with regulations [3] Group 2: Business Innovations and Market Position - The "9610" innovative transportation model combines global customs facilitation (TIR) with cross-border e-commerce customs declaration (9610), addressing traditional logistics pain points of slow efficiency, high costs, and complex declarations [3] - This model leverages the growth of the Central Asia and Europe cross-border e-commerce market and the Belt and Road Initiative, providing cost-effective logistics solutions for small and medium-sized e-commerce businesses [3] Group 3: Market Trends and Future Plans - The company is closely monitoring low-altitude logistics policies and market potential, with plans to disclose any related business developments as required [3]

Core Insights - The logistics sector experienced a decline of 0.3% on November 19, with Longzhou Co. leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - ST Xuefa (002485) saw a significant increase of 4.94%, closing at 5.10 with a trading volume of 54,200 shares and a turnover of 27.61 million yuan [1] - Longzhou Co. (002682) led the decline with a drop of 9.95%, closing at 7.06 with a trading volume of 2.24 million shares and a turnover of 1.648 billion yuan [2] - Other notable performers included Huapei (300350) with a 4.70% increase and Dongfang Jiasheng (002889) with a 4.07% increase [1] Capital Flow - The logistics sector saw a net outflow of 252 million yuan from institutional investors, while retail investors contributed a net inflow of 194 million yuan [2] - The table of capital flow indicates that Dongfang Jiasheng (002889) had a net inflow of 44.26 million yuan from institutional investors, while it faced a net outflow of 22.33 million yuan from retail investors [3]