Core Viewpoint - The company has obtained international road transport and TIR qualifications, enhancing its capabilities in cross-border transportation [1] Group 1 - The company has established its own transportation capacity to conduct TIR transport [1] - Through the "Caspian Sea Middle Corridor Cooperation Project," the company has achieved "immediate arrival and departure" for port goods, improving its autonomy and service quality in cross-border transportation [1]

证券代码：300350 证券简称：华鹏飞 公告编码：（2025）087号 华鹏飞股份有限公司 | 序号 | 委托方 | 受托方 | 产品 | 产品 | 金额 | 起息日 | 到期日 | 预计年化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 名称 | 类型 | （万元） | | | 收益率 | | | 华鹏飞股 | 上海浦东发展 | 利多多公司稳 利 25JG3399 | 保本 浮动 | | | | 0.95% | | 1 | 份有限公 | 银行股份有限 | 个月早鸟 期(6 | | 3,000.00 | 2025/9/22 | 2026/4/1 | 1.85% | | | 司 | 公司深圳分行 | 款 A)人民币对 公结构性存款 | 收益 型 | | | | 2.05% | 三、审批程序 关于使用闲置自有资金进行现金管理赎回并继续进行现金管理 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。 华鹏飞股份有限公司（以下简称"公司"）于2025年5月30日、2025年 ...

Market Overview - On September 25, the logistics sector declined by 0.71% compared to the previous trading day, with Huapengfei leading the decline [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - China National Foreign Trade (601598) saw a closing price of 7.80, with a significant increase of 7.44% and a trading volume of 692,900 shares, amounting to 524 million yuan [1] - Huapengfei (300350) closed at 6.76, down 5.59%, with a trading volume of 702,900 shares and a turnover of 479 million yuan [2] - Other notable stocks include Zhejiang Merchants Zhongtuo (000906) with a slight increase of 0.66% and a closing price of 6.06, and ST Guangwu (600603) which decreased by 0.35% to 8.65 [1][2] Capital Flow Analysis - The logistics sector experienced a net outflow of 434 million yuan from institutional investors, while retail investors saw a net inflow of 297 million yuan [2] - Major stocks like China National Foreign Trade had a net inflow of 43.04 million yuan from institutional investors, but a net outflow from retail investors of 33.37 million yuan [3] - Other stocks such as Jiayou International (603871) and Milkewei (603713) also showed mixed capital flows, with Jiayou International experiencing a net inflow of 9.51 million yuan from institutional investors [3]

Group 1: Company Overview - Huapengfei Co., Ltd. provides global logistics services, primarily serving clients in the renewable energy, new materials, oversized equipment, and 3C electronics industries [3] - The company has established wholly-owned subsidiaries in Hong Kong and Kazakhstan, with liaison offices in Almaty, Aqtau, and Belarus to support regional operations [4] Group 2: Business Strategy and Growth - The company's future focus will shift towards expanding international logistics while optimizing existing domestic logistics operations [3] - Huapengfei aims to enhance its competitive edge through direct procurement of transportation assets and a modernized fleet for cross-border logistics services [3] Group 3: Operational Insights - The average billing cycle for clients varies, with most clients having an average billing period concentrated between 45-90 days [3] - As of August 2025, there are 240 certified TIR enterprises in China according to the latest statistics from the China Road Transport Association [4] Group 4: Market Position and Competitiveness - The company integrates various social logistics resources through market-oriented methods to improve logistics operation efficiency and reduce costs [3] - Huapengfei is actively developing core operational capabilities along Central Asia, Central Europe, Central Russia, and Southeast Asia routes, maintaining an open attitude towards market exploration [4]

Group 1 - The company Huapengfei (SZ 300350) announced that it will hold investor research sessions on September 16 and 17, 2025, with participation from the company’s board secretary Cheng Yuqi [1] - As of the latest report, Huapengfei's market capitalization is 3.7 billion yuan [3] - For the year 2024, Huapengfei's revenue composition shows that the logistics service industry accounts for 99.28%, while the information service industry accounts for 0.72% [2]

Group 1: Company Overview - Huapengfei Co., Ltd. provides global logistics services, primarily serving clients in the renewable energy, new materials, oversized equipment, and 3C electronics sectors [3] - The company is focusing on expanding its international logistics business while optimizing its existing domestic operations [3] Group 2: Business Operations - The average billing cycle for clients varies, with most clients having a billing period concentrated between 45-90 days [3] - The company has established a modern, high-end fleet for cross-border logistics services, utilizing both direct procurement and reliable social logistics resources to enhance operational efficiency [3] Group 3: International Presence - Huapengfei has set up wholly-owned subsidiaries in Hong Kong and Kazakhstan, with liaison offices in Almaty, Aqtau, and Belarus to support regional operations [3] - The company is developing core operational capabilities along routes in Central Asia, Central Europe, Central Russia, and Southeast Asia, while maintaining an open attitude towards market exploration [4] Group 4: Industry Statistics - As of August 2025, there are 240 certified TIR enterprises in China according to the China Road Transport Association [4] - The company ensures that each vehicle is operated by two drivers to comply with the one vehicle, two drivers requirement [4]

Group 1: Trade and Economic Context - The ancient trade route, historically significant for cultural exchange, is revitalized with modern high-tech products, reflecting a new era of trade between China and Europe, with a projected total trade volume of $785.8 billion in 2024, marking a historical high [1] - The "Belt and Road" initiative is reshaping China's global trade coordinates and is positioned as a core engine for promoting an open world economy amidst profound adjustments in the global economic landscape [1] Group 2: Impact of Recent Events - Recent border closures in Poland due to drone incursions have disrupted trade routes, causing significant delays for vehicles and freight trains at the Belarus border, impacting the supply chain for European importers and hindering Chinese companies' export efforts [2] - The closure of border ports in Poland, a critical node in the Central European trade network, has led to a risk of supply chain disruptions for electronic products and automotive parts [2] Group 3: Company Response and Strategy - Huapengfei Co., Ltd., a leading Chinese logistics company, successfully completed a land transport task from China to Germany in just 12 days, despite the border closures, showcasing its operational efficiency and adaptability [2] - The company attributes its success to decades of logistics experience and strong partnerships with overseas collaborators, enabling a flexible cross-border transport strategy [2] - Huapengfei's unique "Cross-Caspian" fast track provides an alternative transport solution that avoids sensitive areas and mitigates delays at ports, enhancing the efficiency and safety of exports to the EU [2][3] Group 4: Company Profile and Future Plans - Founded in 2000, Huapengfei is recognized as a leading private logistics enterprise in China's A-share market, holding various national certifications and accolades [3] - The company plans to invest more in transport capacity and strengthen collaborations with global suppliers to enhance its logistics capabilities, aiming to support the "Belt and Road" initiative and reshape global supply chain dynamics [3]

Group 1 - The company appointed several key executives, including Zhang Qian as General Manager and Cheng Yuqi as Deputy General Manager and Board Secretary, with a term of three years [1] - The company also appointed other executives such as Zhan Juan as Deputy General Manager, Xu Lihua as Financial Director and CFO, Zhang Lei as Securities Affairs Representative, and You Lei Yun as Internal Audit Head [1] Group 2 - For the year 2024, the company's revenue composition is heavily weighted towards logistics services, accounting for 99.28%, while information services contribute only 0.72% [2] - The current market capitalization of the company is 3.8 billion [3]

Core Viewpoint - Huapengfei announced the appointment of Mr. You Lei Yun as the head of internal audit on the evening of September 16 [2] Group 1 - The company has made a significant leadership change by appointing a new internal audit head [2]

Group 1 - The company Huapengfei (SZ 300350) announced that its sixth second board meeting was held on September 16, 2025, via telecommunication voting, where it reviewed the proposal for appointing the board secretary [1] - For the fiscal year 2024, Huapengfei's revenue composition is as follows: logistics services account for 99.28%, while information services account for 0.72% [1] - As of the report date, Huapengfei has a market capitalization of 3.8 billion yuan [2]