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： 一、 召开会议的基本情况 证券代码：603128 证券简称：华贸物流 公告编号：2025-014 港中旅华贸国际物流股份有限公司 关于召开2024年年度股东大会的通知 至2025 年 6 月 30 日 (一)股东大会类型和届次 2024年年度股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 30 日14 点 00 分 召开地点：上海市南京西路 338 号天安中心 20 楼 股东大会召开日期：2025年6月30日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 30 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 ...

证券代码：603128 证券简称：华贸物流 公告编号：2025-014 港中旅华贸国际物流股份有限公司 关于召开2024年年度股东大会的通知 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： 一、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 30 日14 点 00 分 召开地点：上海市南京西路 338 号天安中心 20 楼 股东大会召开日期：2025年6月30日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 30 日 至2025 年 6 月 30 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 ...

第五届董事会第二十八次会议决议公告 证券代码：603128 证券简称：华贸物流 公告编号：临 2025-013 港中旅华贸国际物流股份有限公司 港中旅华贸国际物流股份有限公司（以下简称"本公司"、"华贸物流"） 第五届董事会第二十八次会议于 2025 年 6 月 9 日以通讯表决方式召开。本次会 议应出席会议的董事 5 名，实际出席会议的董事 5 名。本次会议的通知及召开符 合《中华人民共和国公司法》、《港中旅华贸国际物流股份有限公司章程》和《董 事会议事规则》的规定。经出席会议董事审议，一致通过如下决议： 审议通过《关于召开 2024 年年度股东大会的议案》 表决结果：赞成__5__票；反对__0__票；弃权__0__票。 2025 年 6 月 10 日 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个别及连带责任。 1 上述事项详细内容请参见公司同日在上海证券交易所网（www.sse.com.cn） 和《中国证券报》刊登的《港中旅华贸国际物流股份有限公司关于召开 2024 年 年度股东大会的通知》（公告编号：临 2025-014 号 ...

证券代码：603128 证券简称：华贸物流 公告编号：临 2025-013 港中旅华贸国际物流股份有限公司 第五届董事会第二十八次会议决议公告 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个别及连带责任。 港中旅华贸国际物流股份有限公司（以下简称"本公司"、"华贸物流"） 第五届董事会第二十八次会议于 2025 年 6 月 9 日以通讯表决方式召开。本次会 议应出席会议的董事 5 名，实际出席会议的董事 5 名。本次会议的通知及召开符 合《中华人民共和国公司法》、《港中旅华贸国际物流股份有限公司章程》和《董 事会议事规则》的规定。经出席会议董事审议，一致通过如下决议： 审议通过《关于召开 2024 年年度股东大会的议案》 表决结果：赞成__5__票；反对__0__票；弃权__0__票。 特此公告。 港中旅华贸国际物流股份有限公司董事会 2025 年 6 月 10 日 1 上述事项详细内容请参见公司同日在上海证券交易所网（www.sse.com.cn） 和《中国证券报》刊登的《港中旅华贸国际物流股份有限公司关于召开 2024 年 年度股 ...

Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]

证券代码：603128 证券简称：华贸物流 公告编号：2025-012 ? 港中旅华贸国际物流股份有限公司（以下简称"公司"）于 2025 年 2 月 11 日披露了《港中旅华贸国际物流股份有限公司董监高集中竞价减 持股份计划公告》（公告编号：临 2025-004）（以下简称"减持股份 计划公告"）。公司董事、总经理陈宇先生拟自减持股份计划公告之 日起 15 个交易日后的 3 个月内，通过集中竞价方式合计减持不超过 永乾先生拟自减持股份计划公告之日起 15 个交易日后的 3 个月内，通 过 集 中 竞 价 方 式 合 计 减 持 不 超 过 118,600 股 （ 占 公 司 总 股 本 的 易日后的 3 个月内，通过集中竞价方式合计减持不超过 101,500 股（占 公司总股本的 0.0078%），副总经理吴灏先生拟自减持股份计划公告之 日起 15 个交易日后的 3 个月内，通过集中竞价方式合计减持不超过 ? 集中竞价减持计划的实施结果情况：陈宇先生减持 272,000 股，于永 乾先生、蒋波先生、吴灏先生未进行减持。 一、集中竞价减持主体减持前基本情况 本次减持计划未设置最低减持数量（比例）。 (四)是否 ...

证券代码：603128 证券简称：华贸物流 公告编号：2025-012 港中旅华贸国际物流股份有限公司高级管理人员集 中竞价减持股份结果公告 本公司董事会、全体董事及相关股东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： 一、集中竞价减持主体减持前基本情况 (一)大股东及董监高因以下事项披露集中竞价减持计划实施结果： 披露的减持时间区间届满 | 股东名称 | 减持数量 | | 减持比 | | 减持方 | 减持价格 | 减持总金 | 减持完成 | 当前持股数 | 当前持股比 例 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | （股） | | 例 | 减持期间 | 式 | 区间 （元/股） | 额（元） | 情况 | 量（股） | | | 陈宇 | 272,000 | | 0.0208% | 2025/3/5～ | 集中竞 | 6.43－ | 1,873,960 | 未完成：0 | 816,300 | 0.0624% | | | | | ...

Group 1 - The core viewpoint of the article highlights that Huamao Logistics has a current stock price of 6.38 yuan, with a PE ratio of 17.05 times, and a total market capitalization of 8.352 billion yuan [1] - The logistics industry has an average PE ratio of 25.27 times and a median of 28.32 times, positioning Huamao Logistics at the 26th rank within the industry [1] - As of the first quarter of 2025, seven institutions hold shares in Huamao Logistics, with a total of 658.1514 million shares valued at 3.745 billion yuan [1] Group 2 - Huamao Logistics specializes in third-party international comprehensive logistics and international logistics solutions, offering services such as comprehensive logistics, international air and sea freight, cross-border e-commerce logistics, and special logistics [1] - The company ranks 16th in the latest global shipping and air freight forwarders list published by Transport Topics, indicating its competitive position in the international logistics market [1] - For the first quarter of 2025, Huamao Logistics reported a revenue of 3.992 billion yuan, a year-on-year increase of 2.82%, and a net profit of 118 million yuan, reflecting a year-on-year decrease of 29.42% with a gross profit margin of 11.39% [1]

Investment Rating - The report maintains an "Outperform" rating for the transportation industry [5] Core Insights - Seanergy's Q1 revenue and net profit declined year-on-year, while the Shanghai Containerized Freight Index (SCFI) surged by 30.68%, marking the second-largest weekly increase in history [2][12] - Domestic passenger fuel surcharges for air travel have been reduced, and Beijing Daxing Airport's cumulative import and export volume has exceeded 100 billion yuan [2][14] - Aneng Logistics reported Q1 revenue of 2.587 billion yuan, with a year-on-year growth of 8.8%, while SF Airlines launched its first fifth freedom cargo route [2][19] Summary by Sections 1. Industry Hot Events - Seanergy's Q1 revenue was $2.4206 million, down 36.8% year-on-year, with a net loss of $6.829 million [2][12] - The SCFI increased to 2,072.71 points, up 30.68% week-on-week, driven by significant price hikes in major routes [2][13] - Domestic air travel fuel surcharge adjustments took effect on June 5, 2025, potentially boosting passenger willingness to travel [2][14] - Daxing Airport's cumulative import and export volume reached 102 billion yuan, highlighting its growing role in international trade [15] 2. Industry High-Frequency Data Tracking - Air cargo prices showed a stable trend in May 2025, with the Shanghai outbound air freight price index at 4,444 points, down 10.3% year-on-year [23] - Domestic cargo flight operations decreased by 1.67% year-on-year in April 2025, while international flights increased by 25.08% [31] - The SCFI reported a week-on-week increase of 30.68%, while the Baltic Dry Index (BDI) rose by 5.74% [38][41] 3. Company Performance - Aneng Logistics achieved Q1 revenue of 2.587 billion yuan, with a net profit of 228 million yuan, reflecting a 15.8% year-on-year increase [19][20] - SF Airlines launched its first international cargo route to Canada, enhancing its global logistics network [21] 4. Investment Recommendations - The report suggests focusing on the industrial goods export chain, recommending companies like COSCO Shipping, China Merchants Energy, and Huamao Logistics [3] - It also highlights investment opportunities in low-altitude economy sectors and cruise shipping [3]

A股上海自贸区板块午后走低，霍普股份、交运股份跌超9%，锦江在线、华贸物流、畅联股份、上海 雅仕跟跌。 ...