证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 编号：2025-026 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | 现场参观 | | | □其他 | | 参与单位名称及 | 1、方正证券：林建东、杨宇禄； | | 人员姓名 | 2、华安证券：刘天其； | | | 3、东方财富证券：梅宇鑫。 | | 时间 2025 | 年 月 日 9 3 9:30-11:30 | | 地点 | 公司行政楼九楼会议室 | | 上市公司接待人 | 董事会秘书、副总经理：刘松霞 | | 员姓名 | 证券事务代表：陈丽婷 | | | 证券助理：高杰晶 一、参观公司展厅； | | | 二、主要问题及回答： | | | 1、2025 年上半年公司各品类营收占比及变化情况？ | | | 答：2025 年上半年公司各品类营收占比，较一季度大体相 | | | 当，个别品类有增有减。功能鞋材、沙发家居两大优势品类合 | | | 计占比接近 70%，其中，功能鞋材营收占比 ...

Core Viewpoint - Qingdao Port is experiencing steady growth in revenue and profit, benefiting from its strategic location and recent partnerships, particularly with Huawei, to enhance its smart port operations [3][4]. Company Overview - Qingdao Port International Co., Ltd. is located in Qingdao, Shandong Province, and was established on November 15, 2013, with its listing date on January 21, 2019 [7]. - The company primarily engages in the loading and unloading of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2][7]. - The revenue composition includes 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [7]. Financial Performance - For the first half of 2025, Qingdao Port achieved a revenue of 9.434 billion yuan, representing a year-on-year growth of 4.04%, and a net profit attributable to shareholders of 2.842 billion yuan, up 7.58% year-on-year [7]. - The company has distributed a total of 12.818 billion yuan in dividends since its A-share listing, with 5.687 billion yuan distributed over the past three years [8]. Market Position and Strategic Advantages - Qingdao Port is strategically located in the center of the Bohai Sea and Yangtze River Delta port clusters, enhancing its position as a key player in Northeast Asia's port network [3]. - The signing of the China-South Korea Free Trade Agreement is expected to further benefit Qingdao Port due to its proximity to South Korea and existing trade relations [3]. Recent Developments - A partnership with Huawei has been established to accelerate the development of smart port operations at major domestic ports [4]. - The stock has seen a recent net inflow of 2.2727 million yuan, indicating increased interest from major investors [4][5].

Core Viewpoint - The article discusses the recent performance and strategic positioning of Lianyungang Port Co., Ltd., highlighting its role in the Belt and Road Initiative and its operational challenges in the current market environment [2][7]. Company Overview - Lianyungang Port Co., Ltd. is primarily engaged in the loading, storage, and port management of cargo at sea ports, with a focus on various commodities including coal, nickel ore, iron ore, and grain [7]. - The company is state-owned, with the ultimate control held by the Lianyungang Municipal Government's State-owned Assets Supervision and Administration Commission [3]. Financial Performance - For the first half of 2025, the company reported a revenue of 1.231 billion yuan, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million yuan, down 41.58% compared to the previous year [7]. - Cumulative cash distributions since the company's A-share listing amount to 516 million yuan, with 199 million yuan distributed over the past three years [8]. Market Position and Strategic Importance - Lianyungang is a key node in the Belt and Road Initiative, having established logistics bases and operational routes that facilitate trade between Central Asia and Europe [2]. - The port handles over 60% of the container transport volume for the land bridge transit, benefiting from its unique geographical location [2]. Stock Performance and Trading Activity - On September 3, the stock price of Lianyungang fell by 3.20%, with a trading volume of 136 million yuan and a turnover rate of 1.90%, resulting in a total market capitalization of 7.134 billion yuan [1]. - Recent trading data indicates a net outflow of 16.6464 million yuan from main funds, with the stock showing no clear trend in major holdings [4][5].

新华社金沙萨9月3日电（记者史彧）刚果（金）主流媒体《尖子论坛报》日前刊载文章说，上海合 作组织秉持"互信、互利、平等、协商、尊重多样文明、谋求共同发展"的"上海精神"。从安全合作、经 济一体化、绿色发展和全球治理的角度看，"上海精神"可以为非洲国家提供启示。 文章说，建立一个借鉴上合组织经验的合作机制，可以加强非洲国家安全与团结，便利不同次区域 之间的贸易往来，促进经济发展。 文章说，上合组织注重促进绿色产业合作，而大多数非洲国家在可持续发展方面的能力有待提升。 上合组织的治理模式对非洲国家具有参考价值。 文章说，许多非洲国家希望在国际舞台上获得平等对待。"上海精神"所强调的平等原则，为这些国 家在安全和经济层面提供了可供借鉴的框架。 文章说，非洲国家可以参考上合组织的理念，通过跨国基础设施建设促进交流，推动非洲地区自北 向南的互联互通。共建"一带一路"倡议已帮助众多非洲国家通过铁路、公路等实现连接。 ...

Company Overview - Rongsheng Petrochemical Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on September 15, 1995. The company was listed on November 2, 2010. Its main business involves the research, production, and sales of various chemical products, oil products, and polyester products [1]. - The revenue composition of Rongsheng Petrochemical includes: Chemicals 40.87%, Refining 35.26%, PTA 10.60%, Polyester Film 7.49%, and Trade & Others 5.79% [1]. Financial Performance - As of June 30, 2025, Rongsheng Petrochemical reported a revenue of 148.63 billion yuan, a year-on-year decrease of 7.83%. The net profit attributable to shareholders was 602 million yuan, down 29.82% year-on-year [2]. - The company has cumulatively distributed 9.4 billion yuan in dividends since its A-share listing, with 3.39 billion yuan distributed over the past three years [3]. Stock Performance - On September 3, Rongsheng Petrochemical's stock price decreased by 2.05%, closing at 9.57 yuan per share, with a trading volume of 1.79 billion yuan and a turnover rate of 0.20%. The total market capitalization was approximately 95.6 billion yuan [1]. - Year-to-date, the stock price has increased by 6.87%, with a decline of 3.33% over the last five trading days, a rise of 4.02% over the last 20 days, and an increase of 12.59% over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Rongsheng Petrochemical was 85,900, a decrease of 2.39% from the previous period. The average number of circulating shares per person increased by 2.45% to 110,611 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 174 million shares, a decrease of 10.5264 million shares compared to the previous period. Huatai-PB CSI 300 ETF is the seventh-largest shareholder with 54.38 million shares, an increase of 4.5904 million shares [3].

海液通航运董事总经理王文彬表示："这批4350TEU新船是公司对于'一带一路'航线升级的核心运力。 投入运营后，我们将在中国—东南亚与红海、土耳其、北非主要港口之间形成可靠且稳定的网络，有助 于为客户提供高效、低碳、端到端的全程物流方案。" 海液通航运将进一步完善全球物流网络，特别加强海外最后一公里配送能力，确保货物从中国工厂出 发，不仅能准时抵达目的港，更能高效配送到海外仓库或最终客户手中，真正实现全程无忧的物流体 验。 据了解，海液通航运于2020年在香港成立，致力于跟随中国"一带一路"的战略步伐，为广大贸易客户提 供高频、快速、可靠及多样化的航运和物流产品。其班轮服务覆盖亚洲至东非、中东、红海、地东、黑 海及波罗的海沿线之间的众多门户港口。 台州建兴重工有限公司即原浙江凯航船舶工业有限公司，凯航船舶于2008年5月成立，占地面积为650 亩，使用岸线长800米。据国际船舶网了解，凯航船舶自2012年2月份开始投产，年造船能力达60余万载 重吨，是台州唯一一个"一级两类"船厂，但企业刚起步就赶上了国际金融和欧洲债务危机，导致国外订 单大幅缩水，企业员工、产能都受到重大冲击，生存变得非常困难。2015年，通 ...

近年来，ST广物持续推进以能源物流为核心的战略布局，依托新疆作为丝绸之路经济带核心区的区位 优势，构建"一条通道、四个基地"发展格局。红淖铁路作为新疆铁路北翼通道的重要组成部分，运能持 续释放，成为公司稳住经营基本盘的关键力量。 8月29日晚，ST广物（SH600603）发布2025年半年度报告。报告显示，公司上半年实现营业收入14.21 亿元，利润总额3.55亿元，归属于上市公司股东的净利润2.60亿元。其控股运营的红淖铁路累计完成运 量1349.18万吨，同比增长38.96%，占同期"疆煤外运"铁路发送总量的30%，主业韧性显著增强。 尽管受到煤炭市场行情下行、需求趋缓及运价承压等多重外部挑战，公司仍通过强化费用管控和结构优 化实现降本增效。半年报显示，其销售费用、管理费用同比分别下降48.93%和49.62%，财务费用也降 低9.73%，展现出较强的成本控制与战略执行能力。 2024年以来，一系列重大基础设施进展进一步提升了红淖铁路的外运能力。随着将淖铁路开通、红淖铁 路电气化改造完成，以及与临哈铁路联络线的通车，红淖铁路由原先依赖兰新线的单一通道拓展为"兰 新+临哈"双通道格局。这一变化不仅大幅缩短运 ...

Company Overview - Guangzhou Port is located in Yuexiu District, Guangzhou, Guangdong Province, and was established on December 28, 2010, with its listing date on March 29, 2017 [1] - The company primarily engages in the loading and unloading of various goods including containers, coal, grain, steel, automobiles, metal ores, and oil products, with the revenue composition being: loading and related services 50.05%, trading business 27.27%, logistics and port auxiliary services 20.24%, and others 2.43% [1] Financial Performance - For the first half of 2025, Guangzhou Port achieved operating revenue of 6.909 billion yuan, representing a year-on-year increase of 2.18%, while the net profit attributable to shareholders decreased by 8.78% to 552 million yuan [2] - Since its A-share listing, the company has distributed a total of 2.4 billion yuan in dividends, with 943 million yuan distributed over the past three years [3] Stock Market Activity - As of September 3, Guangzhou Port's stock price decreased by 2.05% to 3.34 yuan per share, with a total market capitalization of 25.199 billion yuan [1] - The stock has seen a year-to-date decline of 0.33%, a 5-day decline of 1.18%, a 20-day increase of 1.80%, and a 60-day increase of 4.67% [1] - The stockholder count as of August 20 was 64,500, a decrease of 6.30% from the previous period, with an average of 116,907 circulating shares per shareholder, an increase of 6.72% [2] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 27.4446 million shares, a decrease of 8.7199 million shares from the previous period [3] - The Southern CSI 500 ETF ranks as the seventh largest circulating shareholder, holding 22.5623 million shares, an increase of 320.56 thousand shares from the previous period [3]

中新网银川9月3日电 (记者 李佩珊)9月3日上午，一架承载了169名旅客的飞机从银川河东国际机场缓缓 起飞，标志着银川=贵阳=吉隆坡的航班正式首航。 银川至吉隆坡航线正式开通 广告等商务合作，请点击这里 来源：中国新闻网 编辑：徐世明 通航现场。 银川机场供图 该航线由九元航空波音737机型承运，2025年9月3日开始执行，每周三一班。至银川航班号为AQ1252， 16:25从吉隆坡起飞，20:40经停贵阳1小时40分后，22:20从贵阳起飞，00:45抵达银川；从银川起飞航班 号为AQ1251，07:00从银川起飞，09:30经停贵阳1小时30分后，11:00从贵阳起飞，14:45抵达吉隆坡(以 上时间均为当地时间)。 截至目前，银川至香港、迪拜、老挝、万象、芽庄、曼谷等地航线均已恢复通航，银川至吉隆坡航线的 开通进一步拉近了宁夏与东南亚的时空距离，不仅为商务、旅游、文化等多领域合作搭建起便捷高效 的"空中桥梁"，更为宁夏主动融入和服务高质量共建"一带一路"、西部陆海新通道建设提供了新的机 遇。(完) 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或 ...

Core Viewpoint - China CRRC Group's chairman Sun Yongcai met with Kazakhstan's President Tokayev and signed a cooperation agreement with Kazakhstan National Railway Company for future project collaboration [1] Group 1: Meeting and Agreements - The meeting included discussions on practical cooperation in rail transportation and clean energy equipment, aiming to deepen collaboration between the two countries [1] - The cooperation agreement was signed in the presence of President Tokayev, highlighting the importance of the partnership [1] Group 2: Strategic Initiatives - The discussions focused on implementing the important consensus reached by the leaders of both countries [1] - The initiative aims to promote high-quality construction of the "Belt and Road" initiative [1]