MILKYWAY(SH:603713) Xin Lang Cai Jing·2026-02-03 01:29Group 1 - The core point of the news is that Milkwell experienced a decline in stock price by 5.15% on February 2, with a trading volume of 144 million yuan, indicating potential market volatility [1] - On February 2, Milkwell had a financing buy-in amount of 10.03 million yuan and a financing repayment of 11.62 million yuan, resulting in a net financing buy of -1.60 million yuan, with a total financing and securities balance of 133 million yuan [1] - The financing balance of Milkwell is 132 million yuan, accounting for 1.39% of its circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high position [1] Group 2 - Milkwell, established on March 28, 1997, and listed on July 13, 2018, is a professional chemical supply chain service provider based in Shanghai, offering integrated logistics services including freight forwarding, warehousing, and transportation [2] - The main business revenue composition of Milkwell includes 48.08% from MCD distribution, 24.02% from MGF global freight forwarding, 17.40% from MWT integrated warehousing and distribution, and 9.96% from MGM global mobility [2] - As of September 30, 2025, Milkwell achieved an operating income of 10.67 billion yuan, a year-on-year increase of 11.70%, and a net profit attributable to shareholders of 525 million yuan, a year-on-year increase of 7.04% [2] Group 3 - Milkwell has distributed a total of 444 million yuan in dividends since its A-share listing, with 288 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Milkwell include Hong Kong Central Clearing Limited as the third-largest shareholder with 11.31 million shares, a decrease of 1.33 million shares from the previous period [3] - New shareholder Qianhai Kaiyuan Public Utilities Stock holds 6.10 million shares, while other notable shareholders have either maintained or slightly adjusted their holdings [3]