XMPD(SZ:000905) Xin Lang Cai Jing·2025-10-22 07:18Core Viewpoint - Xiamen Port Development Co., Ltd. experienced a decline of 4.48% in stock price on October 22, with a trading volume of 539 million yuan and a market capitalization of 7.114 billion yuan [1] Business Overview - The company primarily engages in three business segments: bulk cargo terminal loading and unloading, port comprehensive logistics services, and port trade [2] - The business model encompasses all aspects of cargo movement in and out of the port, forming a complete port comprehensive logistics service supply chain [3] - The company aims to deepen strategic integration around its port logistics core business, focusing on synergistic effects and expanding its operational capabilities [3] - As the largest comprehensive logistics service provider in the Xiamen port area, the company possesses scarce resources such as bulk cargo terminals and a complete logistics service system that integrates land, sea, air, and rail [3] Financial Performance - For the first half of 2025, the company reported operating revenue of 10.542 billion yuan, a year-on-year decrease of 14.72%, while net profit attributable to shareholders increased by 9.44% to 141 million yuan [7] - The revenue composition includes 89.43% from comprehensive supply chain services, 5.65% from port support services, and 4.59% from terminal loading and storage [7] Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 8.32% to 52,300, with an average of 14,184 circulating shares per person, a decrease of 7.68% [7] - The stock has seen a net outflow of 40.34 million yuan from major investors today, with a continuous reduction in holdings over the past three days [4][5] Technical Analysis - The average trading cost of the stock is 8.97 yuan, with current price action between resistance at 10.30 yuan and support at 8.45 yuan, suggesting potential for short-term trading strategies [6]