2月2日，密尔克卫跌5.15%，成交额1.44亿元。两融数据显示，当日密尔克卫获融资买入额1002.74万 元，融资偿还1162.44万元，融资净买入-159.71万元。截至2月2日，密尔克卫融资融券余额合计1.33亿 元。 融资方面，密尔克卫当日融资买入1002.74万元。当前融资余额1.32亿元，占流通市值的1.39%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，密尔克卫2月2日融券偿还100.00股，融券卖出1800.00股，按当日收盘价计算，卖出金额 10.80万元；融券余量2.52万股，融券余额151.20万元，超过近一年60%分位水平，处于较高位。 资料显示，密尔克卫智能供应链服务集团股份有限公司位于上海市浦东新区金葵路158号云璟生态社区 F1栋，成立日期1997年3月28日，上市日期2018年7月13日，公司主营业务涉及专业化工供应链综合服 务商,提供以货运代理、仓储和运输为核心的一站式综合物流服务,并基于综合物流服务向化工品分销延 伸,逐步形成的化工品物贸一体化服务。主营业务收入构成为：MCD不一样的分销48.08%，MGF全球货 代业务24.02%，MWT仓配一体化17.4 ...

Core Viewpoint - The company, Shimon Co., Ltd. (001220.SZ), focuses on providing integrated supply chain logistics services for manufacturing enterprises, including comprehensive logistics and trunk transportation services [1][3]. Group 1: Company Overview - Shimon Co., Ltd. was established in 2010 and specializes in comprehensive supply chain contract logistics services for the manufacturing sector [1]. - The company has developed strong resource integration capabilities and logistics experience, particularly in key ports such as Tianjin and Shanghai, making it a representative enterprise in the container land transportation logistics field in North China [3]. Group 2: Financial Performance - The company projects revenues of 8.08 billion yuan, 8.35 billion yuan, and 10.28 billion yuan for the years 2022, 2023, and 2024, respectively, with net profits of 1.12 billion yuan, 1.33 billion yuan, and 1.7 billion yuan for the same years [4]. - The company has a market capitalization of 25.84 billion yuan and an issuance price of 28.00 yuan per share, with an issuance P/E ratio of 15.29 [2]. Group 3: Market Position and Clients - Shimon Co., Ltd. serves various manufacturing sectors, including automotive, packaging, and lithium batteries, and has established long-term partnerships with leading companies such as Beijing Benz, Beijing Hyundai, and Tetra Pak [3][4]. - The company has received several honors, including being recognized as a AAAA-level comprehensive service logistics enterprise by the China Federation of Logistics and Purchasing [3].

（证券代码：603713） 密尔克卫智能供应链服务集团股份有限公司 2026 年第一次临时股东会 会议资料 $$=0=\pm\sqrt{\pm}=\pm\sqrt{}+-\sqrt{}$$ 密尔克卫智能供应链服务集团股份有限公司 2026 年第一次临时股东会 密尔克卫智能供应链服务集团股份有限公司 2026 年第一次临时股东会会议资料 会议须知 二、 会议期间，全体参会人员应以维护股东的合法权益，确保会议的正常秩序和议事效 率为原则，自觉履行法定义务。 三、 股东或股东代理人参加本次会议依法享有发言权、咨询权、表决权等各项权利，应 认真履行其法定权利和义务，不得侵犯其他股东的权益。 四、 要求发言的股东，可在会议审议提案时举手示意，得到主持人许可后进行发言，股 东发言应重点围绕本次会议所审议事项进行，简明扼要，主持人可安排公司董事和其他高 级管理人员回答股东提问。提案开始进行表决后，会议将不再安排股东发言。 五、 股东会的所有议案采用现场投票和网络投票相结合的方式表决，股东只能选择现 场投票和网络投票中的一种表决方式，同一表决权出现重复表决的以第一次投票为准。 六、 现场投票表决采用记名投票方式表决，会议开始 ...

股票研究 /[Table_Date] 2026.02.02 中蒙业务拐点至，业绩改善初显现 [Table_Industry] 物流仓储 ——2026 年物流仓储行业周报 [Table_Invest] 评级： 增持 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 虞楠(分析师) | 021-23219382 | yunan@gtht.com | S0880525040110 | | 岳鑫(分析师) | 0755-23976758 | yuexin@gtht.com | S0880514030006 | 本报告导读： 中蒙业务拐点已至，甘其毛都口岸通车数稳步回升、短盘运费企稳上行、蒙古主焦 煤价格持续回暖，共同推动公司业绩进入修复通道。 | | | 投资要点： 风险提示。需求下滑、政策变化、地缘政治风险、汇率波动等。 行 业 周 报 证 券 研 究 报 告 [Table_Report] 相关报告 物流仓储《快递件量增速趋缓，反内卷助盈利修 复》2026.01.02 物流仓储《快递单价降幅收窄，反内卷持续扩 散》2025.10.2 ...

股票研究 /[Table_Date] 2026.02.02 中蒙业务拐点至，业绩改善初显现 [Table_Industry] 物流仓储 ——2026 年物流仓储行业周报 | | | [Table_Invest] 评级： 增持 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 虞楠(分析师) | 021-23219382 | yunan@gtht.com | S0880525040110 | | 岳鑫(分析师) | 0755-23976758 | yuexin@gtht.com | S0880514030006 | 本报告导读： 中蒙业务拐点已至，甘其毛都口岸通车数稳步回升、短盘运费企稳上行、蒙古主焦 煤价格持续回暖，共同推动公司业绩进入修复通道。 投资要点： 风险提示。需求下滑、政策变化、地缘政治风险、汇率波动等。 行 业 周 报 票 研 究 证 券 研 究 报 告 [Table_Report] 相关报告 物流仓储《快递件量增速趋缓，反内卷助盈利修 复》2026.01.02 物流仓储《快递单价降幅收窄，反内卷持续扩 散》202 ...

Group 1: Metal Sector - Shandong Gold - Shandong Gold's net profit forecast for 2026 is projected to reach CNY 108.14 billion, with a PE ratio of 25.21[10] - The company has a resource reserve of 2,058 tons and an equity reserve of 787 tons, indicating significant undervaluation potential[14] - The recovery of the Jiaoji Gold Mine is expected to contribute 10 tons of gold annually once fully operational[14] Group 2: Building Materials Sector - Oriental Yuhong - Oriental Yuhong's operating performance is expected to bottom out, with net profits projected at CNY 18 billion in 2025, increasing to CNY 29 billion by 2027[21] - The company plans to increase revenue through retail price hikes of 3-4% and overseas expansion, potentially adding CNY 25 billion in revenue from international operations[21] - The domestic construction materials market is expected to see a 47% decline in sales area compared to 2021, leading to significant supply exit in the sector[18] Group 3: Transportation Sector - ZTO Express - ZTO Express is expected to achieve a net profit of CNY 104.45 billion in 2026, with a PE ratio of 11.80[10] - The company has improved its cash flow, with cash reserves exceeding CNY 300 billion and a debt ratio below 30%[44] - The competitive landscape in the express delivery sector is stabilizing, with a focus on improving profitability and operational efficiency[43]

Market Overview - The logistics sector increased by 0.68% on January 29, with Tian Shun Co. leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Gainers in Logistics Sector - Tian Shun Co. (002800) closed at 16.68, up 3.86% with a trading volume of 90,800 shares and a turnover of 150 million yuan [1] - Jianfa Co. (600153) closed at 9.65, up 3.21% with a trading volume of 482,500 shares [1] - Hengji Daxin (002492) closed at 9.13, up 2.82% with a trading volume of 263,100 shares and a turnover of 240 million yuan [1] - Milkway (603713) closed at 63.79, up 2.62% with a trading volume of 36,000 shares and a turnover of 230 million yuan [1] - Jia You International (603871) closed at 13.81, up 2.07% with a trading volume of 99,600 shares [1] Top Losers in Logistics Sector - Changjiang Investment (600119) closed at 7.25, down 9.94% with a trading volume of 37,800 shares and a turnover of 27.42 million yuan [2] - ST Yuanshang (603813) closed at 39.90, down 3.69% with a trading volume of 6,332 shares and a turnover of 25.57 million yuan [2] - Pu Lu Tong (002769) closed at 11.57, down 3.26% with a trading volume of 158,100 shares [2] Capital Flow Analysis - The logistics sector experienced a net outflow of 27.94 million yuan from institutional investors and a net outflow of 199 million yuan from retail investors, while retail investors saw a net inflow of 227 million yuan [2] - Notable net inflows from retail investors were observed in several companies, including SF Holding (002352) with a net inflow of 16.21 million yuan [3] - China Foreign Transport (601598) had a significant net inflow of 39.42 million yuan from institutional investors, representing 20.76% of its trading volume [3]

证券之星消息，1月28日物流板块较上一交易日下跌0.51%，密尔克卫领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 920351 | 华米源海 | 22.93 | 1.87% | 1.66万 | | 3797.86万 | | 603871 | 嘉友国际 | 13.53 | 1.58% | 11.60万 | | 1.56亿 | | 600787 | 中储股份 | 5.92 | 1.54% | 48.94万 | | 2.89 乙 | | 601156 | 东航物流 | 19.01 | 1.12% | 10.11万 ﺎ | | 1.92亿 | | 600704 | 物产中大 | 5.97 | 0.84% | 79.04万 | | 4.71亿 | | 002889 | 东方嘉盛 | 15.23 | 0.73% | 3.33万 | | 5044.51万 | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603713 证券简称：密尔克卫 公告编号：2026-008 转债代码：113658 转债简称：密卫转债 密尔克卫智能供应链服务集团股份有限公司 关于召开2026年第一次临时股东会的通知 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： ● 股东会召开日期：2026年2月11日 ● 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、召开会议的基本情况 (一)股东会类型和届次 2026年第一次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东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 (四)现场会议召开的日期、时间和地点 召开的日期时间：2026年2月11日 14点00分 召开地点：上海市浦东新区金葵路158号云璟生态社区F1栋 (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会网络投票系统 网络投票起止时间：自2026年2月11日 至2026年2月11日 采用上海证券交易所网络投票系统， ...

证券之星消息，1月26日物流板块较上一交易日下跌1.17%，炬申股份领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600119 | 长江投资 | 8.47 | 4.57% | 17.65万 | | 1.47亿 | | 603713 | 密尔克卫 | 66.33 | 3.08% | 4.06万 | | 2.68亿 | | 000906 | 浙商中拓 | 6.20 | 0.98% | 11.46万 | 7074.42万 | | | 000626 | 远大控股 | 8.25 | 0.86% | 14.72万 | | 1.21亿 | | 002800 | 天顺股份 | 17.10 | 0.71% | 6.59万 | | 1.12亿 | | 600753 | *ST海钦 | 8.43 | 0.60% | 3.29万 | 2736.64万 | | | 6007 ...