港中旅华贸国际物流股份有限公司 内幕信息知情人登记管理制度 第一章 总则 第二章 内幕信息及内幕信息知情人 可能对公司的股票交易价格产生较大影响的重大事件包括： (一) 公司的经营方针和经营范围的重大变化； 1 第一条 为规范港中旅华贸国际物流股份有限公司（以下简称"公司"）的内 幕信息登记管理行为，加强内幕信息保密工作，有效防范和打击内幕 交易等证券违法违规行为，维护信息披露公开、公平、公正原则，保 护广大投资者的合法权益，根据《中华人民共和国公司法》、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司信息披露管理 办法》、《上市公司监管指引第 5 号——上市公司内幕信息知情人登记 管理制度》、《上海证券交易所上市公司自律监管指引第 2 号——信息 披露事务管理》等法律、行政法规、规章、规范性文件以及《港中旅 华贸国际物流股份有限公司章程》（以下简称"《公司章程》"）、《港中 旅华贸国际物流股份有限公司信息披露管理制度》（以下简称"《信息 披露管理制度》"）的有关规定，制定本制度。 第二条 本制度适用于公司及其下属各部门、分支机构、控股子公司及公司能 够对其实施重大影响的参股公司。当发生内幕信 ...

Group 1 - The core viewpoint of the news is that Huamao Logistics has experienced a decline in both revenue and net profit, indicating potential challenges in its financial performance [2] - As of January 30, Huamao Logistics' financing balance is 284 million yuan, accounting for 3.63% of its market capitalization, which is below the 20th percentile level over the past year, suggesting a low financing position [1] - The company reported a revenue of 13.72 billion yuan for the period from January to September 2025, a year-on-year decrease of 4.84%, and a net profit of 307 million yuan, down 35.07% year-on-year [2] Group 2 - Huamao Logistics' main business involves modern logistics, with cross-border comprehensive logistics accounting for 94.83% of its revenue and special logistics making up 5.17% [1] - The number of shareholders for Huamao Logistics decreased by 9% to 65,000, while the average circulating shares per person increased by 9.89% to 20,138 shares [2] - The company has distributed a total of 2.363 billion yuan in dividends since its A-share listing, with 1.256 billion yuan distributed over the past three years [2]

Core Insights - The report emphasizes the steady growth of the postal industry, with a total delivery volume of 2,165.1 billion pieces in 2025, marking an 11.8% year-on-year increase, and express delivery volume reaching 1,989.5 billion pieces, up 13.6% year-on-year [15][14] - The social service sector has shown a 4.78% increase in the last two trading weeks, ranking 8th among 31 industries, with expectations for continued growth in consumer spending driven by various policies [8][12] - The logistics sector is experiencing structural optimization, with the national postal bureau reporting robust growth in the industry, while the airline sector sees a slight decrease in average ticket prices compared to 2019 due to timing issues [15][14] Market Performance - The Shanghai Composite Index closed at 4,132.61, down 0.09%, while the Shenzhen Component Index fell by 0.85% to 14,316.64 [1] - The social service sector outperformed the CSI 300 index by 5.97 percentage points, indicating strong relative performance [9][8] Industry Dynamics - The report highlights the successful first flight of a 500kg tilt-rotor drone, indicating advancements in the low-altitude economy and the potential for eVTOL applications [15][14] - The report notes a general decline in freight rates for major shipping routes due to geopolitical tensions affecting demand [15][14] Investment Recommendations - The report suggests focusing on companies with strong earnings growth certainty in the travel chain and related industries, such as Tongcheng Travel and Huangshan Tourism [12] - It also recommends monitoring opportunities in the express logistics sector, particularly for companies like SF Express and Jitu Express, as well as in the airline industry due to increased demand during the Spring Festival [17][12]

21世纪经济报道记者贺泓源、实习生徐鸿儒 作为春节期间最大流量场，各方对于央视春晚效应寄予厚望。 2026年1月20日，在宜宾两会期间，宜宾市政协委员、市文化广播电视和旅游局副局长刘勇表示，办好 央视春晚分会场，是今年工作的重中之重。 2025年末，中央广播电视总台《2026年春节联欢晚会》分会场发布，包括黑龙江哈尔滨、浙江义乌、安 徽合肥、四川宜宾四地。 还需看到，宜宾此前尝到了晚会经济的甜头。 据四川日报，2023年央视中秋晚会让宜宾李庄知名度大幅提升。在2025年上半年，李庄接待游客约330 万人次，同比上涨73%，营收约5000万元，同比上涨42%。 另外，宜宾对春晚的重视似乎体现在各个方面。 2025年11月，中央广播电视总台和五粮液公司品牌建设战略合作签约活动在北京举行，宜宾市委书记方 存好就出席了相关活动。 五粮液为宜宾市属国企。 刘勇提到，宜宾将实施"跟着春晚游宜宾"计划。"我们要把春晚的镜头语言，转化为可游、可感、可消 费的旅游线路和场景。"他说。春节期间，6大主题活动、6条精品线路及系列优惠政策将同步推出， 从"三江光影秀"到"长江大庙会"，活动热潮将延续2026年上半年。 刘勇还透露，宜 ...

Group 1 - The core focus of the article is on the significance of the CCTV Spring Festival Gala and its impact on tourism in Yibin, with plans to enhance local tourism through various activities and promotions [1][2][3] - Yibin plans to implement the "Follow the Spring Festival Gala to Tour Yibin" initiative, which includes six major themed activities and six premium tourism routes, along with a budget exceeding 10 million yuan for promotional activities [1] - The city aims to convert the gala's visual language into tangible tourism experiences, targeting both first-time and repeat visitors [1][2] Group 2 - The 2025 CCTV Mid-Autumn Festival Gala significantly boosted the recognition of Lizhuang, with approximately 3.3 million visitors and revenue of about 50 million yuan, marking a 73% and 42% year-on-year increase, respectively [2] - Yibin's previous experience with gala-related economic benefits has set a precedent for the expected outcomes of the Spring Festival Gala [1][2] - The collaboration between the Central Radio and Television Station and Wuliangye for brand building indicates a strategic partnership aimed at enhancing local economic development [3][4]

Group 1 - The company announced the resignation of Deputy General Manager Liu Jing due to job changes, effective immediately upon delivery of the resignation report to the board [1][2] - Liu Jing will no longer hold any position within the company after his resignation [1] - The board of directors will extend its term to ensure continuity and stability, with preparations for the upcoming board re-election underway [1] Group 2 - Liu Jing's resignation will not affect the normal operations of the company, and his work has been handed over [2] - The board expressed gratitude for Liu Jing's contributions during his tenure [2]

Group 1 - The company Huamao Logistics announced the resignation of Deputy General Manager Liu Jing due to job changes, effective January 22, 2026 [1] - Following his resignation, Liu Jing will no longer hold any position within the company [1] Group 2 - The news highlights a broader context involving geopolitical tensions, specifically mentioning former President Trump's interest in Greenland and a Danish pension fund's decision to liquidate U.S. Treasury holdings, leading to a decline in U.S. assets [1] - The article raises questions about potential financial conflicts between the U.S. and Europe, suggesting a scenario where both sides could face severe consequences [1]

证券代码：603128 证券简称：华贸物流 公告编号：2026-004 港中旅华贸国际物流股份有限公司 关于公司高级管理人员离任的公告 (一) 提前离任的基本情况 注：公司第五届董事会任期已届满，为确保董事会工作的连续性和稳定性，公司 董事会将延期换届，公司董事会全体成员、董事会各专门委员会成员及高级管理 人员的任期将相应顺延。相关换届工作尚在筹备中，详见公司于 2026 年 1 月 10 日披露的《港中旅华贸国际物流股份有限公司关于董事会延期换届的公告》（公 告编号：临 2026-003）。 (二) 离任对公司的影响 根据《公司法》《公司章程》等相关规定，刘景先生的辞职报告自送达公司 董事会之日起生效。刘景先生的工作已交接，其辞职不会影响公司的正常运作。 公司董事会对刘景先生在任职期间对公司发展所作出的贡献表示衷心的感谢！ 特此公告。 港中旅华贸国际物流股份有限公司董事会 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 港中旅华贸国际物流股份有限公司（以下简称"公司"）董事会于 2026 年 1 月 22 日 ...

Core Viewpoint - The company announced the resignation of Vice General Manager Liu Jing, effective January 22, 2026, due to job changes, and he will no longer hold any position within the company [1] Group 1 - Liu Jing's resignation has been formally submitted in writing to the board of directors [1] - The company has confirmed that Liu Jing's responsibilities have been handed over, and his departure will not affect normal operations [1] - The fifth board of directors' term has expired, and due to the ongoing preparations for the re-election, the terms of all board members and executives will be extended accordingly [1]

Core Insights - The Fuzhou Port's automobile sea-rail intermodal Southeast Corridor officially opened on January 15, marking the launch of a pioneering "arrival at station, immediate port" operation model for automobile logistics in China [1][2] Group 1: Infrastructure and Efficiency - Fuzhou Port's Jiangyin Port Area is strategically positioned to develop a roll-on/roll-off (RoRo) export channel for automobiles, featuring nine all-weather container berths and a container port performance index ranking second globally [2] - The port area has a vehicle storage space of nearly 500,000 square meters and a railway station within 2 kilometers, facilitating efficient "port-station ground connection" [2] - The average loading and unloading efficiency for automobile RoRo operations is 210 vehicles per hour, with a peak of 277 vehicles per hour, showcasing the port's operational capabilities [2] Group 2: Collaboration and Policy Support - A themed salon was held to enhance collaboration among ports, shipping companies, automobile manufacturers, and logistics firms, aiming to establish an efficient automobile export channel [3] - The Fuzhou Port Development Center is set to release the "Fuzhou Port Production Support Policy (2026-2028)," which includes special support measures for RoRo automobile exports [3] - Representatives from major automobile manufacturers and shipping companies expressed strong interest in using Jiangyin Port as a preferred export outlet for automobiles, culminating in a cooperative initiative to build the automobile export corridor [3][5] Group 3: Growth Metrics - By 2025, Jiangyin Port is projected to complete 20 voyages for complete vehicle roll-on/roll-off exports, with an annual export volume of 20,000 vehicles, reflecting a 37% increase [4] - The successful salon event solidified a consensus among stakeholders to enhance RoRo shipping routes, optimize port-rail intermodal efficiency, and strengthen service guarantees across the supply chain [4][5]