来源：新浪基金∞工作室 2月6日，万家中证港股通央企红利ETF（159333）收盘跌0.07%，成交额986.74万元。 港股央企红利ETF万家（159333）成立于2024年8月21日，基金全称为万家中证港股通央企红利交易型 开放式指数证券投资基金，基金简称为万家中证港股通央企红利ETF。该基金管理费率每年0.50%，托 管费率每年0.10%。港股央企红利ETF万家（159333）业绩比较基准为中证港股通央企红利指数收益率 (经估值汇率调整)。 规模方面，截止2月5日，港股央企红利ETF万家（159333）最新份额为3.34亿份，最新规模为4.87亿 元。回顾2025年12月31日，港股央企红利ETF万家（159333）份额为3.96亿份，规模为5.60亿元。即该 基金今年以来份额减少15.66%，规模减少13.01%。 流动性方面，截止2月6日，港股央企红利ETF万家（159333）近20个交易日累计成交金额4.13亿元，日 均成交金额2064.96万元；今年以来，25个交易日，累计成交金额4.72亿元，日均成交金额1889.26万 元。 港股央企红利ETF万家（159333）现任基金经理为杨坤。杨坤自2 ...

Industry Overview - The railway container transportation is defined as the transportation of goods using railway containers, which are categorized based on length, ownership, cargo type, and structural design [1][4][5] - The industry chain includes upstream equipment and service suppliers, midstream transportation, and downstream demand sectors such as food, electronics, and chemical transportation [6][7] Industry Development History - The development of railway container transportation in China began in the 1950s, with significant milestones including the establishment of national container centers and the introduction of foreign capital in 2007 [11] - By 2016, the railway container transportation volume reached 7.51 million TEUs, a 137.66% increase from 2006, with an average annual growth rate of 9% [11] - The volume is projected to exceed 10 million TEUs by 2017 and is expected to grow at a compound annual growth rate of over 15% during the 14th Five-Year Plan period [11] Industry Policy Background - The government has been actively promoting the development of the railway transportation sector, with policies aimed at increasing the share of railway freight and enhancing intermodal transport [14][15] - Key policies include financial support for logistics enterprises and the promotion of a unified standard for intermodal transport [15][16] Current Industry Status - By 2025, China's railway container transportation volume is expected to exceed 41.88 million TEUs, with a market price of approximately 1327 RMB per TEU [17][19] - The market size is projected to reach about 55.6 billion RMB in 2025, reflecting a year-on-year growth of 10.34% [21] Competitive Landscape - The leading company in the railway container transportation market is China Railway Container Transport, holding a market share of 21.55%, followed by Iron Dragon Logistics and Daqin Railway with shares of 4.89% and 2.87%, respectively [25] - The majority of railway container transportation enterprises are concentrated in Guangdong Province and the eastern regions of China, with 254 related companies in Guangdong alone [27] Future Industry Trends - The industry is expected to see enhanced regulatory standards, increased smart technology integration, and accelerated development of intermodal transport [29][30] - By 2031, the railway container transportation market size is projected to reach approximately 74.5 billion RMB, indicating significant growth potential despite a slowing growth rate [31]

Core Viewpoint - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) experienced a slight decline of 0.39% in its closing price on February 5, with a trading volume of 67.03 million yuan [1]. Group 1: Fund Overview - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1]. - As of February 4, 2025, the fund had a total of 344 million shares and a total size of 350 million yuan, showing a decrease of 2.82% in shares and a decrease of 0.01% in size since December 31, 2025 [1]. Group 2: Liquidity and Performance - Over the last 20 trading days, the Tianhong ETF recorded a cumulative trading amount of 1.084 billion yuan, with an average daily trading amount of 54.18 million yuan [1]. - The current fund manager, He Yuxuan, has managed the fund since its inception, achieving a return of 2.85% during the management period [1]. Group 3: Top Holdings - The top holdings of the Tianhong ETF include: - COSCO Shipping Holdings (4.11% holding, 1.441 million yuan market value) [2] - China Shenhua Energy (2.68% holding, 939.20 thousand yuan market value) [2] - CNOOC (2.56% holding, 898.44 thousand yuan market value) [2] - Sinopec Engineering (2.56% holding, 895.97 thousand yuan market value) [2] - China National Offshore Oil Corporation (2.52% holding, 882.26 thousand yuan market value) [2] - China Merchants Energy Shipping (2.45% holding, 857.72 thousand yuan market value) [2] - PetroChina (2.37% holding, 829.56 thousand yuan market value) [2] - China Coal Energy (2.37% holding, 829.50 thousand yuan market value) [2] - CITIC International (2.34% holding, 819.88 thousand yuan market value) [2] - China Construction Bank (2.28% holding, 797.37 thousand yuan market value) [2]

Group 1 - The Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159266) experienced a net redemption of 1.0161 million yuan on February 4, ranking 37th out of 212 in cross-border ETF net outflows [1] - As of February 4, the latest scale of the ETF is 569 million yuan, with a previous day's scale of 562 million yuan, indicating a net outflow of 0.18% compared to the previous day's scale [1] - Over the past 5 days, the ETF faced a net redemption of 5.0294 million yuan, ranking 49th out of 212 in cross-border ETF net outflows [1] Group 2 - The ETF's latest share count is 556 million shares, down 9.74% from 616 million shares at the end of December 31, 2025, and its scale decreased by 6.86% from 611 million yuan [2] - The cumulative trading amount over the last 20 trading days is 254 million yuan, with an average daily trading amount of 12.718 million yuan [2] - The current fund managers are Liu Tingyu and Cai Leping, with Liu managing since July 23, 2025, achieving a return of 2.43%, while Cai has been managing since November 5, 2025, with a return of -0.39% [2] Group 3 - The ETF's top holdings include COSCO Shipping Holdings, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Offshore Oil Corporation, and others, with respective holding percentages and market values detailed [2] - Other ETFs tracking the same index include Huaxia Central State-Owned Enterprises Dividend ETF, Wanji Central State-Owned Enterprises Dividend ETF, and Tianhong Central State-Owned Enterprises Dividend ETF, with their respective scales and liquidity metrics provided [2]

在广东江门，龙门吊司机周国斌坐在中国外运江门高新港港区办公楼的中控室里，手握操纵杆，双眼注 视屏幕，神情专注。"我一个人就可以远程操控4台龙门吊，不用再在码头上风吹日晒、爬高走低 了。"周国斌说。 "从现场到远程，从日晒雨淋到智能操控，这一转变得益于人工智能技术的应用。"江门高新港总经理张 涛介绍，龙门吊移动运行、吊装集装箱等作业，大部分由系统自动控制；在吊具运行到离箱顶50厘米距 离时，才切换成人工模式，由师傅们接手，借助安装在机身和吊具上的高清摄像头，远程操作对准锁 孔，旋转扭锁，再稳稳吊起。 收到周国斌手上动作的指令，几台远在江边一线的橙色龙门吊便"听话"地运转起来。"有了人工智能帮 助，不仅工作环境舒适安全，效率也提高了，人工作业环节减少了60%。"周国斌说。 江门高新港这一幕，是全面落地"AI+物流"应用，探索人工智能、自动驾驶等与物流业务深度融合，全 面推动码头管理和服务智慧化升级的缩影。 江门高新港是粤港澳大湾区重要的内河港口之一。偌大的港区，几乎不见人的影子，作业基本实现全流 程无人化。"我们的智能码头系统利用人工智能技术，实现场内作业任务指令自动分配。"张涛介绍。 "嘀——"清脆的提示音响起 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國外運股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00598 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,016,281,000 | RMB | | 1 | RMB | | 2,016,281,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,016,281,000 | RMB | | 1 | RMB | | 2,016,281,000 | | 2. 股份分類 | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國外運股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 H 於香港聯交所上市 (註1) 是 證券代號 (如上市) 00598 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 2,016,281,000 0 2,016,281,000 增加 / 減少 (-) 本月底結存 2,016,281,000 0 2,016,281,000 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截至本月底: | | --- | | ✔ 已符合適用的公眾持股量要求（見下方） | | 未符合適用的公眾持股量要求（見下方） | | 根據《主板上市規則》第1 ...

Core Viewpoint - The Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159266) experienced a net redemption of 4.0133 million yuan on February 3, ranking 38th out of 212 in cross-border ETF net outflows [1] Group 1: Fund Performance - As of February 3, the latest size of the Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159266) is 562 million yuan, down from 564 million yuan the previous day, with a net outflow of 0.71% of the previous day's size [1] - Year-to-date, the fund's shares have decreased by 9.58% and its size has decreased by 8.03% compared to December 31, 2025, when the shares were 616 million and the size was 611 million yuan [2] Group 2: Liquidity and Trading Activity - Over the last 20 trading days, the cumulative trading amount for the ETF is 254 million yuan, with an average daily trading amount of 12.6913 million yuan [2] - In the 22 trading days this year, the cumulative trading amount is 266 million yuan, with an average daily trading amount of 12.0983 million yuan [2] Group 3: Fund Management and Holdings - The current fund managers are Liu Tingyu and Cai Leping, with Liu managing the fund since July 23, 2025, achieving a return of 0.96%, while Cai has managed it since November 5, 2025, with a return of -1.82% [2] - Major holdings in the fund include China COSCO Shipping, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Offshore Oil Corporation, and others, with respective holding percentages and market values detailed [2]

证券之星消息，2月3日物流板块较上一交易日上涨1.2%，N世盟领涨。当日上证指数报收于4067.74，上 涨1.29%。深证成指报收于14127.1，上涨2.19%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001220 | N世盟 | 57.73 | 106.18% | 17.34万 | | 10.93亿 | | 002930 | 宏川智慧 | 12.69 | 5.40% | 28.10万 | | 3.51亿 | | 002682 | 龙洲股份 | 7.06 | 4.13% | 34.28万 | | 2.39亿 | | 300873 | 海晨股份 | 24.82 | 3.33% | 5.21万 | | 1.29亿 | | 002769 | 普路通 | 12.29 | 3.28% | 16.57万 | | 2.02亿 | | 601156 | 东航物流 | 18.30 | 2.81% | 11.72万 | | 2.14亿 | | 603871 | ...

Group 1 - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) closed up 1.21% on February 3, with a trading volume of 72.32 million yuan [1] - As of February 2, the fund's latest share count was 345 million shares, with a total size of 345 million yuan, reflecting a decrease of 2.54% in shares and 1.55% in size since December 31, 2025 [1] - The fund's management fee is 0.50% per year, and the custody fee is 0.10% per year [1] Group 2 - The top holdings of the Tianhong ETF include COSCO Shipping Holdings, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Shipping, China Petroleum & Chemical Corporation, China Coal Energy, CITIC International, and China Construction Bank, with respective holding percentages [2] - The largest holding is COSCO Shipping Holdings at 4.11%, followed by China Shenhua Energy at 2.68% and CNOOC at 2.56% [2] - The fund manager, He Yuxuan, has managed the fund since August 20, 2025, achieving a return of 2.85% during the management period [1]