Market Overview - On August 22, the logistics sector declined by 0.49%, with Hengji Daxin leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Notable gainers in the logistics sector included: - Furande (605050) with a closing price of 16.50, up 6.04% and a trading volume of 128,200 shares, totaling 205 million yuan [1] - ST Yuanshang (603813) closed at 16.13, up 5.01% with a trading volume of 4,983 shares, totaling approximately 800,000 yuan [1] - Major decliners included: - Hengji Daxin (002492) closed at 7.24, down 2.82% with a trading volume of 131,800 shares, totaling approximately 96.3 million yuan [2] - Huami Duhai (872351) closed at 29.92, down 2.54% with a trading volume of 26,700 shares, totaling approximately 80.1 million yuan [2] Capital Flow - The logistics sector experienced a net outflow of 317 million yuan from institutional investors, while retail investors saw a net inflow of 245 million yuan [2] - Notable capital flows included: - Donghang Logistics (601156) had a net inflow of 66.26 million yuan from institutional investors, but a net outflow of 46.13 million yuan from retail investors [3] - Furande (605050) saw a net inflow of 33.59 million yuan from institutional investors, with retail investors experiencing a net outflow of 12.39 million yuan [3]

（文章来源：证券日报） 证券日报网讯 8月18日晚间，海晨股份发布公告称，2024年年度权益分派方案为向全体股东每10股派4 元人民币现金（含税）。股权登记日为2025年8月25日，除权除息日为2025年8月26日。 ...

证券代码：300873 证券简称：海晨股份 公告编号：2025-030 江苏海晨物流股份有限公司 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。 特别提示： 1、江苏海晨物流股份有限公司（以下简称"公司"）2024年年度权益分派实施分配方 案为：以公司现有总股本230,601,779股剔除存放于公司回购专用证券账户1,470,900股后 的229,130,879股为基数，向全体股东每10股派发现金红利4.0元（含税），共计派发 91,652,351.6元（含税），送红股0股（含税），不以公积金转增股本； 2、本次权益分派实施后计算除权除息价格时，按公司总股本（含回购股份）折算 的每10股现金红利=实际现金分红总额÷总股本（含回购股份）×10=91,652,351.6元 ÷230,601,779股×10=3.974485元（保留六位小数，不四舍五入，下同）；本次权益分派实 施后除权除息参考价格=权益分派股权登记日收盘价－每股现金红利=权益分派股权登 记日收盘价-0.3974485元。 公司2024年年度权益分派方案已获2025年 ...

Investment Rating - The report recommends "Buy" for the logistics sector, specifically highlighting SF Holding in the express delivery segment and Hecun Co., Ltd. in the smart logistics space [2][3]. Core Insights - The express delivery sector saw a 15% year-on-year increase in business volume in July, but the average revenue per ticket decreased by 5.3%. The report anticipates a potential increase in ticket prices due to seasonal demand and price adjustments in production areas [2]. - The logistics sector is experiencing a stabilization in hazardous chemical water transport prices, with a recommendation for Hecun Co., Ltd. as it focuses on smart logistics and benefits from improving demand [3]. - The aviation sector is responding to regulatory changes aimed at curbing unhealthy competition, with a noted increase in flight operations and a recommendation for major airlines like Air China and China Southern Airlines due to expected profit elasticity from supply-demand optimization [4]. Summary by Sections Transportation Market Review - The transportation index decreased by 0.5% from August 9 to August 15, while the Shanghai and Shenzhen 300 index increased by 2.4%, indicating underperformance in the transportation sector [12]. Industry Fundamentals Tracking Shipping and Ports - The report indicates that the shipping sector is under pressure, with the China Export Container Freight Index (CCFI) at 1193.34 points, down 0.6% week-on-week and down 40.9% year-on-year. The Shanghai Export Container Freight Index (SCFI) is at 1460.19 points, down 2.0% week-on-week and down 52.9% year-on-year [20]. - Domestic shipping is showing a slight improvement, with the Domestic Container Freight Index (PDCI) at 1068 points, up 1.7% week-on-week and up 7.9% year-on-year [28]. Aviation and Airports - The report notes a slight increase in domestic flight operations, with an average of 17,225 flights per day, up 2.76% year-on-year. The report also highlights the release of a self-regulatory charter by the China Air Transport Association to combat unhealthy competition [4][49]. - The domestic air passenger volume in June 2025 was 54.01 million, a 3% increase year-on-year, while international passenger volume increased by 17% [52]. Rail and Road - The report indicates a stable upward trend in road transport, with a 2.44% year-on-year increase in truck traffic on highways. The railway sector also shows positive signs, with a 5.4% year-on-year increase in freight volume for the Daqin Railway in July [73][78].

天眼查商业履历信息显示，江苏海晨物流股份有限公司，成立于2011年，位于苏州市，是一家以从事装 卸搬运和仓储业为主的企业。企业注册资本23060.1779万人民币，实缴资本23060.1779万人民币。公司 法定代表人为梁晨。 通过天眼查大数据分析，江苏海晨物流股份有限公司共对外投资了39家企业，参与招投标项目26次，知 识产权方面有商标信息19条，专利信息23条，此外企业还拥有行政许可12个。 金融界消息 截至2025年8月14日收盘，海晨股份（300873）报收于24.79元，下跌4.69%，换手率 7.71%，成交量12.86万手，成交金额3.24亿元。 资金流向方面，今日主力资金净流出4855.47万元，占比成交额14.99%。其中，超大单净流出3402.71万 元、占成交额10.5%，大单净流出1452.75万元、占成交额4.48%，中单净流出流入417.49万元、占成交 额1.29%，小单净流入4437.98万元、占成交额13.7%。 海晨股份最新一期业绩显示，截至2025一季报，公司营业总收入4.01亿元、同比减少0.39%，归属净利 润5771.75万元，同比增长0.99%，扣非净利润4757 ...

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]

截至8月6日收盘，人形机器人概念上涨3.31%，位居概念板块涨幅第6，板块内，251股上涨，华密新材 30%涨停，豪森智能、海昌新材等20%涨停，杭齿前进、中大力德、内蒙一机等涨停，南京聚隆、奥比 中光、索辰科技等涨幅居前，分别上涨15.94%、14.49%、13.94%。跌幅居前的有芯朋微、海晨股份、 恒帅股份等，分别下跌3.35%、2.73%、1.91%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.97 | 辅助生殖 | -1.60 | | 中船系 | 5.26 | 细胞免疫治疗 | -1.55 | | 兵装重组概念 | 4.66 | 肝炎概念 | -1.54 | | MLOps概念 | 3.60 | 流感 | -1.41 | | 国产航母 | 3.35 | CRO概念 | -1.38 | | 人形机器人 | 3.31 | 医药电商 | -1.38 | | 减速器 | 2.91 | 仿制药一致性评价 | -1.30 | | 工业母机 | 2.69 | 减肥药 | -1.27 | ...

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 | ...

海晨股份最新一期业绩显示，截至2025一季报，公司营业总收入4.01亿元、同比减少0.39%，归属净利 润5771.75万元，同比增长0.99%，扣非净利润4757.34万元，同比增长0.08%，流动比率1.802、速动比率 1.768、资产负债率31.45%。 天眼查商业履历信息显示，江苏海晨物流股份有限公司，成立于2011年，位于苏州市，是一家以从事装 卸搬运和仓储业为主的企业。企业注册资本23060.1779万人民币，实缴资本23060.1779万人民币。公司 法定代表人为梁晨。 金融界消息 截至2025年7月29日收盘，海晨股份（300873）报收于21.35元，下跌0.88%，换手率 3.76%，成交量6.27万手，成交金额1.34亿元。 资金流向方面，今日主力资金净流出1331.49万元，占比成交额9.97%。其中，超大单净流出1233.77万 元、占成交额9.24%，大单净流出97.72万元、占成交额0.73%，中单净流出流入991.71万元、占成交额 7.43%，小单净流入339.78万元、占成交额2.54%。 通过天眼查大数据分析，江苏海晨物流股份有限公司共对外投资了39家企业，参与招投标项 ...

Investment Rating - The report recommends investing in SF Holding due to its valuation, operational resilience, and shareholder returns [2] - The report also recommends the aviation sector, specifically Air China and China Southern Airlines, due to expected profit elasticity from supply-demand optimization [4] Core Views - The express delivery industry saw a year-on-year growth of 15.8% in business volume in June, with SF Holding leading the growth [2] - The logistics sector is under pressure, particularly in hazardous materials logistics, but there is a push towards smart logistics, with Hai Chen Co. being recommended [3] - The aviation sector is experiencing robust growth, with Spring Airlines and China Eastern Airlines leading in RPK growth [4] - The shipping sector is facing challenges, with the CCFI index showing a significant year-on-year decline of 40.2% [5] Summary by Sections Transportation Market Review - The transportation index increased by 0.2% from July 12 to July 18, underperforming the Shanghai and Shenzhen 300 index by 0.8% [1][13] Express Delivery - In June, the national express delivery business volume reached 168.7 billion pieces, with a revenue of 126.32 billion yuan, marking a 9.0% year-on-year increase [2] - The average revenue per delivery decreased by 5.9% to 7.49 yuan [2] Logistics - The chemical products price index (CCPI) is at 4021 points, down 14.3% year-on-year [3] - Hai Chen Co. is recommended due to its strategic partnerships and improved demand in consumer electronics [3] Aviation - The average daily flights in China increased by 3.29% year-on-year, with domestic flights up by 1.89% [4] - RPK growth for major airlines shows significant increases, with Spring Airlines at +12% compared to 2024 [4] Shipping - The CCFI index is at 1303.54 points, down 0.8% week-on-week and down 40.2% year-on-year [5] - The BDI index increased by 29.9% week-on-week, indicating a recovery in dry bulk shipping [5][38] Road and Rail - The national highway freight traffic increased by 0.19% week-on-week, with a year-on-year increase of 0.82% [6][81] - The railway passenger turnover increased by 3.61% year-on-year, while freight turnover showed a slight decline [79]