MILKYWAY(SH:603713) Xin Lang Cai Jing·2025-09-09 05:43Core Insights - Milkwell experienced a decline of 5.08% on September 9, with a stock price of 66.39 CNY per share, a trading volume of 191 million CNY, a turnover rate of 1.78%, and a total market capitalization of 10.498 billion CNY [1] Company Overview - Milkwell Intelligent Supply Chain Service Group Co., Ltd. is located in the Pudong New Area of Shanghai, established on March 28, 1997, and listed on July 13, 2018. The company specializes in comprehensive logistics services, focusing on freight forwarding, warehousing, and transportation, and has expanded into chemical product distribution [1] - The revenue composition of Milkwell's main business includes: 48.08% from MCD unique distribution, 24.02% from MGF global freight forwarding, 17.40% from MWT integrated warehousing and distribution, 9.96% from MGM global mobility, and 0.53% from other supplementary services [1] Shareholder Insights - Among Milkwell's top ten circulating shareholders, one fund under China Europe Fund, the China Europe Times Pioneer Stock A (001938), entered the top ten in the second quarter, holding 3.5001 million shares, which accounts for 2.21% of the circulating shares. The estimated floating loss today is approximately 12.4253 million CNY [2] - The China Europe Times Pioneer Stock A (001938) was established on November 3, 2015, with a latest scale of 8.986 billion CNY. Year-to-date returns are 35.03%, ranking 936 out of 4222 in its category; the one-year return is 48.9%, ranking 1905 out of 3798; and since inception, the return is 301.19% [2] Fund Manager Information - The fund managers for China Europe Times Pioneer Stock A (001938) are Zhou Weiwen and Luo Jiaming. As of the report, Zhou has a cumulative tenure of 18 years and 304 days, managing assets totaling 29.38 billion CNY, with the best fund return during his tenure being 504.79% and the worst being -45.31% [3] - Luo has a cumulative tenure of 6 years and 72 days, managing assets totaling 13.271 billion CNY, with the best fund return during his tenure being 60.1% and the worst being -26.67% [3]