（编辑 张伟） 本报讯 （记者矫月）近期，獐子岛集团股份有限公司（以下简称"獐子岛"）相继发布资产转让等系列 公告。业内人士认为，公司的这些动作清晰地折射出自大连市国资委正式履行实际控制人职责以来，在 优化资产结构、聚焦核心主业、夯实发展根基等方面所采取的实质性举措与取得的阶段性成效。 2024年，在间接控股股东大连獐子岛海洋发展集团有限公司（以下简称"海发集团"）的统筹推动下，獐 子岛的资产结构优化进程全面提速，展现出一条清晰且坚决的路径。根据公开信息统计，2025年以来， 海发集团及其关联方通过受让海域使用权、应收账款债权、子公司股权等多种方式，累计承接上市公司 相关资产与权益逾两亿元。 其核心逻辑在于双向发力：一方面，通过筹划中的定向增发（拟募资不超过5.22亿元）为上市公司直 接"输血"，旨在补充流动资金、优化财务结构，从根本上改善其经营"机体健康"；另一方面，通过协议 受让等方式，协助上市公司剥离与核心主业协同性较弱的资产，帮助其"瘦身健体"、回笼资金。这 一"组合拳"的最终目标是助力獐子岛彻底化解历史遗留的资产与财务负担，从而能够心无旁骛地全面回 归与聚焦海洋食品核心主业。 近期，獐子岛转让旗下船 ...

来源：新浪证券-红岸工作室 12月15日，庄园牧场涨3.39%，成交额9667.14万元，换手率5.49%，总市值20.30亿元。 异动分析 乳业+生态农业+宠物经济+国企改革+乡村振兴 1、兰州庄园牧场股份有限公司主要从事乳制品和含乳饮料的生产、加工、销售及奶牛养殖业务，产品 包括以荷斯坦牛奶为主要原料的巴氏杀菌乳、灭菌乳、调制乳、发酵乳、含乳饮料等各类液态乳制品， 分别主要拥有"庄园牧场"、"圣湖"、"东方多鲜庄园"三个乳品品牌。 2、庄园牧场此前一直在西北地区发力，秉持"以质量求生存"的发展理念，坚持"市场开发与供给能力相 协调"的平衡发展战略，适应产品"安全、新鲜"的质量管理要求，在打造集奶牛养殖、生鲜乳采购、乳 制品加工及产品运销为一体的安全可控的产运销体系的基础上，以生产基地为中心，在合理的配送半径 内逐步开拓市场。凭借新鲜可靠的产品品质和特色鲜明的产品品种，庄园牧场目前已经成为甘肃、青海 乳制品龙头企业，市场占有率高达20%。 3、根据证券时报网2025年8月24日新闻：在传统乳业面临成本持续上涨与市场竞争白热化的双重压力 下，甘肃省农垦集团有限责任公司旗下上市公司兰州庄园牧场股份有限公司（以下 ...

资料显示，苏豪弘业期货股份有限公司位于江苏省南京市建邺区江东中路399号3幢，成立日期1995年7 月31日，上市日期2022年8月5日，公司主营业务涉及商品期货经纪、金融期货经纪、期货投资咨询、资 产管理、基金销售和金融资产投资业务。通过全资子公司弘业资本主要从事大宗商品交易及风险管理业 务,通过全资境外子公司弘业国际金融主要从事境外证券及期货交易服务。主营业务收入构成为：大宗 商品交易及风险管理业务67.03%，期货经纪及资产管理业务32.97%。 来源：新浪证券-红岸工作室 12月12日，弘业期货盘中上涨2.15%，截至10:39，报10.47元/股，成交4318.97万元，换手率0.55%，总 市值105.51亿元。 资金流向方面，主力资金净流入20.64万元，大单买入596.33万元，占比13.81%，卖出575.69万元，占比 13.33%。 弘业期货今年以来股价涨8.72%，近5个交易日涨0.38%，近20日跌5.42%，近60日跌11.79%。 今年以来弘业期货已经8次登上龙虎榜，最近一次登上龙虎榜为7月14日，当日龙虎榜净买入2467.63万 元；买入总计1.84亿元 ，占总成交额比14.8 ...

弘业期货今年以来股价涨8.10%，近5个交易日涨1.26%，近20日跌3.88%，近60日跌11.63%。 今年以来弘业期货已经8次登上龙虎榜，最近一次登上龙虎榜为7月14日，当日龙虎榜净买入2467.63万 元；买入总计1.84亿元 ，占总成交额比14.85%；卖出总计1.59亿元 ，占总成交额比12.86%。 资料显示，苏豪弘业期货股份有限公司位于江苏省南京市建邺区江东中路399号3幢，成立日期1995年7 月31日，上市日期2022年8月5日，公司主营业务涉及商品期货经纪、金融期货经纪、期货投资咨询、资 产管理、基金销售和金融资产投资业务。通过全资子公司弘业资本主要从事大宗商品交易及风险管理业 务,通过全资境外子公司弘业国际金融主要从事境外证券及期货交易服务。主营业务收入构成为：大宗 商品交易及风险管理业务67.03%，期货经纪及资产管理业务32.97%。 来源：新浪证券-红岸工作室 12月5日，弘业期货盘中上涨2.06%，截至13:37，报10.41元/股，成交5167.06万元，换手率0.67%，总市 值104.91亿元。 资金流向方面，主力资金净流出159.90万元，大单买入296.84万元，占比 ...

12月4日，金杯汽车盘中下跌2.07%，截至13:32，报4.74元/股，成交6050.44万元，换手率0.97%，总市 值61.84亿元。 资金流向方面，主力资金净流出1158.63万元，特大单买入0.00元，占比0.00%，卖出351.68万元，占比 5.81%；大单买入762.94万元，占比12.61%，卖出1569.89万元，占比25.95%。 金杯汽车所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：低价、小盘、东北 振兴、京东概念、国资改革等。 截至9月30日，金杯汽车股东户数5.98万，较上期增加7.50%；人均流通股21816股，较上期减少6.98%。 2025年1月-9月，金杯汽车实现营业收入33.19亿元，同比减少3.15%；归母净利润1.80亿元，同比减少 38.17%。 机构持仓方面，截止2025年9月30日，金杯汽车十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股5302.85万股，相比上期减少2242.84万股。 责任编辑：小浪快报 金杯汽车今年以来股价跌34.17%，近5个交易日跌2.27%，近20日跌2.67%，近60日跌5.58%。 今年以来金 ...

Core Viewpoint - Huabei Mining's stock price has experienced a significant decline this year, with a drop of 11.79% year-to-date and a 4.08% decrease over the last five trading days, indicating potential challenges in the company's performance and market perception [1][2]. Company Overview - Huabei Mining Co., Ltd. is located at 276 Renmin Middle Road, Huaibei City, Anhui Province, established on March 18, 1999, and listed on April 28, 2004. The company engages in the sale of civil explosive products and blasting engineering services, coal mining, washing, processing, and sales, as well as the production and sales of coal chemical products [1]. - The main business revenue composition includes: commodity trading (39.15%), coal products (26.23%), coal chemical products (20.81%), engineering and labor services (3.55%), blending business (2.55%), electricity sales (1.99%), others (1.96%), blasting engineering services (1.23%), mining business (1.21%), civil explosive product sales (0.81%), and transportation services (0.51%) [1]. Financial Performance - As of November 28, 2025, Huabei Mining reported a revenue of 31.925 billion yuan, a year-on-year decrease of 43.78%, and a net profit attributable to shareholders of 1.07 billion yuan, down 74.14% year-on-year [2]. - The company has distributed a total of 13.156 billion yuan in dividends since its A-share listing, with 7.318 billion yuan distributed over the last three years [3]. Shareholder Information - As of November 28, 2025, the number of Huabei Mining shareholders increased to 37,500, with an average of 71,724 circulating shares per person, a decrease of 2.04% from the previous period [2]. - Major shareholders include Guotai Zhongxin Coal ETF (515220) as the second-largest shareholder with 42.6809 million shares, and Hong Kong Central Clearing Limited as the fourth-largest shareholder with 30.5931 million shares, both showing increases in holdings [3].

Core Viewpoint - Yaxing Chemical has shown significant stock performance with a year-to-date increase of 99.17%, indicating strong market interest and potential growth opportunities [1][2]. Group 1: Stock Performance - As of December 4, Yaxing Chemical's stock price increased by 2.03% to 9.56 CNY per share, with a trading volume of 54.04 million CNY and a turnover rate of 1.48%, resulting in a total market capitalization of 3.707 billion CNY [1]. - The stock has experienced a 7.90% increase over the last five trading days, a 17.44% increase over the last 20 days, and a 31.32% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on November 28, where it recorded a net buy of -4.6777 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Yaxing Chemical reported a revenue of 641 million CNY, a year-on-year decrease of 2.53%, and a net profit attributable to shareholders of -144 million CNY, reflecting a 46.40% year-on-year decline [2]. - The number of shareholders decreased by 5.84% to 14,800, while the average circulating shares per person increased by 30.47% to 26,223 shares [2]. Group 3: Company Overview - Yaxing Chemical, established on August 11, 1994, and listed on March 26, 2001, is located in Weifang, Shandong Province, specializing in the research, production, and sales of chemical products such as caustic soda and CPE [1]. - The company's main business revenue composition is 99.86% from chemical products and 0.14% from other sources [1]. - Yaxing Chemical is classified under the Shenwan industry as basic chemicals - chemical raw materials - chlor-alkali, and is associated with concepts such as small-cap, new materials, Shandong state-owned assets, energy storage, and state-owned enterprise reform [1].

Core Viewpoint - Changbai Mountain's stock price has shown fluctuations, with a year-to-date increase of 19.61% and a recent decline over the past 20 days, indicating potential volatility in the tourism sector [1][2]. Company Overview - Changbai Mountain Tourism Co., Ltd. was established on December 8, 2010, and listed on August 22, 2014. The company operates in the tourism service industry, focusing on passenger transport, travel agency services, and hot spring water development [1]. - The main revenue sources are: passenger transport (66.82%), hotel services (24.09%), other businesses (6.82%), and travel agency services (2.28%) [1]. Financial Performance - For the period from January to September 2025, Changbai Mountain reported revenue of 636 million yuan, a year-on-year increase of 6.99%, and a net profit attributable to shareholders of 149 million yuan, up 1.05% [2]. - Since its A-share listing, the company has distributed a total of 144 million yuan in dividends, with 42.53 million yuan distributed over the past three years [2]. Stock Market Activity - As of December 3, the stock price was 50.28 yuan per share, with a market capitalization of 13.694 billion yuan. The stock experienced a net outflow of 13.76 million yuan in principal funds on that day [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 5, where it recorded a net buy of -69.6151 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 25.35% to 45,900, with an average of 5,814 circulating shares per person, a decrease of 20.23% [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, with some new entrants and exits among the top ten circulating shareholders [3].

Core Viewpoint - Chongqing Port's stock price has shown a mixed performance in recent months, with a year-to-date increase of 10.44% but a decline over the last 20 and 60 days, indicating potential volatility in the market [1][2]. Company Overview - Chongqing Port Co., Ltd. was established on January 8, 1999, and listed on July 31, 2000. The company is primarily engaged in port terminal operations, warehousing, and multimodal transport logistics, with a revenue composition of 67.46% from commodity trading, 27.86% from loading, logistics, and freight agency services, and 4.68% from inter-segment eliminations [1][2]. Financial Performance - For the period from January to September 2025, Chongqing Port reported an operating revenue of 3.281 billion yuan, a year-on-year decrease of 5.10%. The net profit attributable to the parent company was 48.1743 million yuan, down 35.43% compared to the previous year [2]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Chongqing Port was 36,000, a decrease of 18.29% from the previous period. The average circulating shares per person increased by 22.38% to 32,941 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 5.6987 million shares, a reduction of 4.6437 million shares from the previous period [3]. Market Activity - On December 3, Chongqing Port's stock rose by 2.32%, reaching 5.29 yuan per share, with a trading volume of 38.0953 million yuan and a turnover rate of 0.62%. The total market capitalization stood at 6.279 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent entry on May 22, where it recorded a net purchase of 40.4302 million yuan [1].

来源：新浪证券-红岸工作室 12月3日，青岛港盘中上涨2.11%，截至13:26，报8.70元/股，成交1.67亿元，换手率0.36%，总市值 564.73亿元。 资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 56.72%，物流及港口增值服务36.96%，港口配套服务-销售油、电及其他3.25%，港口配套服务-租金收 入1.95%，港口配套服务-工程等劳务1.13%。 青岛港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：港口运输、RCEP概念、中特 估、国资改革、H股等。 截至9月30日，青岛港股东户数3.83万，较上期增加7.23%；人均流通股0股，较上期增加0.00%。2025年 1月-9月，青岛港实现营业收入142.38亿元，同比增长1.86%；归母净利润41.80亿元，同比增长6.33%。 分红方面，青岛港A股上市后累计派现128.18亿元。近三年，累 ...