Core Insights - Qingdao Port's stock price increased by 2.11% on December 3, reaching 8.70 CNY per share with a trading volume of 1.67 billion CNY and a market capitalization of 564.73 billion CNY [1] - Year-to-date, Qingdao Port's stock price has decreased by 2.35%, but it has seen a 3.45% increase over the last five trading days [2] Financial Performance - For the period from January to September 2025, Qingdao Port reported a revenue of 14.238 billion CNY, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion CNY, which is a 6.33% increase compared to the previous year [2] - Since its A-share listing, Qingdao Port has distributed a total of 12.818 billion CNY in dividends, with 5.687 billion CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Qingdao Port increased to 38,300, reflecting a 7.23% rise from the previous period [2] - The top ten circulating shareholders include notable entities such as the Southern S&P China A-share Large Cap Dividend Low Volatility ETF and the Hong Kong Central Clearing Limited, with both increasing their holdings [3]

Core Viewpoint - Suhao Hongye's stock price has shown volatility with a year-to-date increase of 37.53%, but recent trading indicates a slight decline in the short term [1][2]. Company Overview - Suhao Hongye, established on June 30, 1994, and listed on September 1, 1997, is located at 50 Zhonghua Road, Nanjing, Jiangsu Province. The company primarily engages in trade (import and export, domestic trade) and cultural activities (cultural art projects, art management, cultural venue operations, and development and sales of cultural creative products) [1]. - The main revenue sources for the company are: 98.45% from merchandise sales, 1.05% from engineering projects and consulting services, and 0.51% from other supplementary income [1]. Financial Performance - For the period from January to September 2025, Suhao Hongye achieved a revenue of 5.991 billion, representing a year-on-year growth of 10.77%. The net profit attributable to the parent company was 49.7193 million, reflecting a year-on-year increase of 36.42% [2]. - The company has distributed a total of 503 million in dividends since its A-share listing, with 74.0302 million distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Suhao Hongye was 24,700, a decrease of 11.09% from the previous period. The average circulating shares per person increased by 12.47% to 10,008 shares [2]. - Notably, the seventh largest circulating shareholder is the Nuoan Multi-Strategy Mixed A fund, which holds 1.4857 million shares as a new shareholder [3]. Market Activity - On December 3, Suhao Hongye's stock price fell by 2.04% to 11.03 per share, with a trading volume of 32.1798 million and a turnover rate of 1.17%. The total market capitalization stands at 2.776 billion [1]. - The company has appeared on the trading leaderboard eight times this year, with the most recent occurrence on April 16, where it recorded a net buy of -26.4646 million [1].

12月2日，苏豪弘业盘中上涨2.28%，截至09:54，报11.20元/股，成交4908.92万元，换手率1.81%，总市 值28.19亿元。 资金流向方面，主力资金净流出117.72万元，大单买入633.89万元，占比12.91%，卖出751.61万元，占 比15.31%。 苏豪弘业今年以来股价涨39.65%，近5个交易日涨7.07%，近20日涨0.54%，近60日涨1.27%。 今年以来苏豪弘业已经8次登上龙虎榜，最近一次登上龙虎榜为4月16日，当日龙虎榜净买入-2646.46万 元；买入总计4424.69万元 ，占总成交额比4.92%；卖出总计7071.15万元 ，占总成交额比7.87%。 资料显示，苏豪弘业股份有限公司位于江苏省南京市中华路50号弘业大厦11楼，成立日期1994年6月30 日，上市日期1997年9月1日，公司主营业务涉及贸易(进出口贸易、国内贸易)、文化(文化艺术工程、艺 术品经营、文化场馆运营及文化创意产品的开发、销售)。主营业务收入构成为：商品销售收入 98.45%，工程项目、咨询等服务收入1.05%，其他(补充)0.51%。 分红方面，苏豪弘业A股上市后累计派现5.03亿元。近三 ...

截至9月30日，苏豪弘业股东户数2.47万，较上期减少11.09%；人均流通股10008股，较上期增加 12.47%。2025年1月-9月，苏豪弘业实现营业收入59.91亿元，同比增长10.77%；归母净利润4971.93万 元，同比增长36.42%。 苏豪弘业今年以来股价涨32.54%，近5个交易日涨3.71%，近20日跌3.36%，近60日跌0.09%。 今年以来苏豪弘业已经8次登上龙虎榜，最近一次登上龙虎榜为4月16日，当日龙虎榜净买入-2646.46万 元；买入总计4424.69万元 ，占总成交额比4.92%；卖出总计7071.15万元 ，占总成交额比7.87%。 资料显示，苏豪弘业股份有限公司位于江苏省南京市中华路50号弘业大厦11楼，成立日期1994年6月30 日，上市日期1997年9月1日，公司主营业务涉及贸易(进出口贸易、国内贸易)、文化(文化艺术工程、艺 术品经营、文化场馆运营及文化创意产品的开发、销售)。主营业务收入构成为：商品销售收入 98.45%，工程项目、咨询等服务收入1.05%，其他(补充)0.51%。 苏豪弘业所属申万行业为：商贸零售-贸易Ⅱ-贸易Ⅲ。所属概念板块包括：RCEP概 ...

Core Viewpoint - Nanjing Port's stock price has shown significant fluctuations in 2023, with a year-to-date increase of 57.81% and recent trading activity indicating a mixed performance in the short term [1][2]. Group 1: Stock Performance - As of November 28, Nanjing Port's stock price rose by 2.09% to 10.25 CNY per share, with a total market capitalization of 5.001 billion CNY [1]. - The stock has experienced a net inflow of 6.1388 million CNY from major funds, with significant buying activity from large orders [1]. - Year-to-date, the stock has been on the leaderboard 10 times, with the most recent net buy of 63.7393 million CNY on October 14 [1]. Group 2: Company Overview - Nanjing Port Co., Ltd. was established on September 21, 2001, and listed on March 25, 2005, providing various logistics and port services [2]. - The company's main revenue sources include container handling and services (75.81%), chemical product handling (21.04%), and other services (3.03%) [2]. - As of November 10, the number of shareholders increased by 7.77% to 49,800, with an average of 9,761 circulating shares per shareholder [2]. Group 3: Financial Performance - For the period from January to September 2025, Nanjing Port reported a revenue of 772 million CNY, reflecting a year-on-year growth of 6.21%, and a net profit of 141 million CNY, up 13.25% [2]. - The company has distributed a total of 382 million CNY in dividends since its A-share listing, with 129 million CNY distributed over the past three years [3].

Core Viewpoint - The stock price of China COSCO Shipping Development Co., Ltd. (中远海发) has shown fluctuations, with a recent increase of 2.37% and a current trading price of 2.59 CNY per share, reflecting a market capitalization of 34.182 billion CNY [1]. Group 1: Stock Performance - Year-to-date, the stock price has increased by 0.82%, with a decline of 2.26% over the last five trading days and a slight decrease of 1.15% over the past 20 days [2]. - The stock has been listed on the "龙虎榜" (a trading board for stocks with significant trading activity) twice this year, with the most recent appearance on May 15 [2]. Group 2: Company Overview - China COSCO Shipping Development was established on March 3, 2004, and went public on December 12, 2007. The company is based in Shanghai and primarily engages in container manufacturing, leasing, and shipping rental services [2]. - The revenue composition of the company is as follows: container manufacturing accounts for 89.43%, container leasing for 21.26%, shipping leasing for 8.54%, and investment management for 0.13% [2]. - The company operates within the transportation sector, specifically in shipping and ports, and is associated with concepts such as RCEP, low prices, Shanghai Free Trade Zone, ocean transportation, and state-owned enterprise reform [2]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 19.566 billion CNY, representing a year-on-year decrease of 1.54%. The net profit attributable to shareholders was 1.391 billion CNY, showing a year-on-year increase of 0.71% [2]. - Since its A-share listing, the company has distributed a total of 7.48 billion CNY in dividends, with 2.411 billion CNY distributed over the last three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders stood at 261,400, with no change from the previous period. The average number of circulating shares per person remained at zero [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 108 million shares, an increase of 30.4299 million shares compared to the previous period. Meanwhile, the Southern CSI 500 ETF has reduced its holdings by 1.1662 million shares, holding 57.1508 million shares [3].

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on container and bulk cargo handling, and is positioned to benefit from the Belt and Road Initiative and the development of the Western Land-Sea New Corridor [2][3]. Company Overview - Beibu Gulf Port is the only state-owned public terminal operator in the Guangxi Beibu Gulf region, playing a crucial role in China's southwestern coastal port group and serving as a significant gateway for international trade with ASEAN countries [3]. - The company was established on August 7, 1996, and listed on November 2, 1995, with its main business activities including port loading and unloading, tugboat services, logistics agency, and cargo surveying [8]. Business Performance - In 2023, the company achieved a cargo throughput of 31,039.78 million tons, a year-on-year increase of 10.81%, accounting for 70% of the total cargo throughput at Beibu Gulf Port [3]. - The container throughput reached 802.20 million TEUs, reflecting a 14.26% year-on-year growth, representing 100% of the port's total container throughput [3]. - The company reported a revenue of 5.535 billion yuan for the first nine months of 2025, marking a 12.92% increase year-on-year, while the net profit attributable to shareholders was 789 million yuan, a decrease of 13.89% [8]. Strategic Initiatives - The company is actively involved in capital operations centered around its core port business, aiming to enhance cooperation with clients and partners to expand its logistics services and improve the efficiency of the Western Land-Sea New Corridor [2][3]. - Beibu Gulf Port has developed specialized services for various imported and exported products, including fruits, alcohol, and meat, and has established multiple shipping routes for fruit imports from Thailand, Vietnam, and Cambodia [3]. Market Position - The company holds a significant market position in the Guangxi, Yunnan, Sichuan, Guizhou, and Chongqing regions, contributing to national strategic initiatives such as the Belt and Road Initiative and the construction of international trade corridors [3]. - As of September 30, 2025, the company had 59,400 shareholders, with a notable increase of 42.47% compared to the previous period [8].

Core Viewpoint - The stock of Jiaxin Silk experienced a decline of 2.12% on November 24, with a trading price of 6.93 CNY per share and a total market capitalization of 3.881 billion CNY [1] Group 1: Stock Performance - As of November 24, Jiaxin Silk's stock price has increased by 17.66% year-to-date, with a slight decline of 0.14% over the last five trading days, a rise of 5.32% over the last 20 days, and an increase of 4.52% over the last 60 days [1] - The stock's trading volume reached 1.59 billion CNY, with a turnover rate of 4.90% [1] Group 2: Financial Performance - For the period from January to September 2025, Jiaxin Silk reported a revenue of 3.637 billion CNY, reflecting a year-on-year growth of 0.78%, and a net profit attributable to shareholders of 152 million CNY, which is a 0.19% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.452 billion CNY, with 479 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jiaxin Silk was 26,300, a decrease of 14.09% from the previous period, while the average circulating shares per person increased by 16.40% to 17,332 shares [2] - Among the top ten circulating shareholders, Dazhong Zhongzheng 360 Internet + Index A (002236) is the ninth largest shareholder, holding 2.5842 million shares as a new entrant [3] Group 4: Business Overview - Jiaxin Silk, established on March 29, 1999, and listed on May 11, 2010, is primarily engaged in the production and sale of silk, satin, clothing, and related products [1] - The company's revenue composition includes clothing (52.05%), silk products (22.31%), hardware products (11.46%), fabric products (5.94%), silkworm cocoons (3.28%), and other categories [1]

Core Viewpoint - The company, Chongqing Port, experienced a significant decline in stock price, dropping by 5.29% on November 21, with a trading volume of 96.73 million yuan and a market capitalization of 5.946 billion yuan [1]. Company Overview - Chongqing Port's main business includes port transshipment and comprehensive logistics, focusing on loading and unloading, cargo agency services, and trade [2][3]. - The company has developed specialized terminals for containers, general cargo, vehicles, and chemicals, leading in cargo throughput and container handling capacity in the Southwest region [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3]. - The company is strategically positioned at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, serving as a crucial hub for connectivity [3]. Financial Performance - For the period from January to September 2025, Chongqing Port reported operating revenue of 3.281 billion yuan, a year-on-year decrease of 5.10%, and a net profit attributable to shareholders of 48.17 million yuan, down 35.43% year-on-year [7]. - The company's revenue composition includes 67.46% from trade, 27.86% from loading and logistics, and 4.68% from inter-segment eliminations [7]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the past three years [8]. Market Activity - The main capital flow showed a net outflow of 16.12 million yuan today, with a continuous reduction in main capital over the past three days [4][5]. - The average trading cost of the stock is 5.75 yuan, with the stock price nearing a support level of 5.01 yuan, indicating potential for a rebound if this level holds [6].

来源：新浪证券-红岸工作室 11月21日，盐田港盘中下跌2.18%，截至10:53，报4.48元/股，成交7240.16万元，换手率0.50%，总市值 232.94亿元。 盐田港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：港口运输、低价、RCEP概 念、中欧班列、一带一路等。 截至9月30日，盐田港股东户数7.18万，较上期增加10.42%；人均流通股44079股，较上期减少9.44%。 2025年1月-9月，盐田港实现营业收入6.16亿元，同比增长0.49%；归母净利润10.71亿元，同比增长 6.66%。 分红方面，盐田港A股上市后累计派现74.58亿元。近三年，累计派现20.15亿元。 机构持仓方面，截止2025年9月30日，盐田港十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1851.72万股，为新进股东。 资金流向方面，主力资金净流出318.05万元，特大单买入141.72万元，占比1.96%，卖出458.12万元，占 比6.33%；大单买入1345.83万元，占比18.59%，卖出1347.48万元，占比18.61%。 盐田港今年以来股价跌5.49%，近5个交易日跌 ...