来源：第一财经 香港联交所股权披露信息显示，2025年12月30日，平安人寿以5.7854港元的平均价增持9558.2万股农业 银行H股股份，合计耗资约5.53亿港元。 此前，平安人寿曾于2025年2月17日、5月12日、8月26日分别举牌农业银行H股，持股比例分别达到 5%、10%、15%。 【平安又举牌银行股了！#平安4次举牌农行H股#，#平安持有农行H股账面余额324亿元#】1月7日，平 安人寿发布公告称，平安资管受托该公司资金，投资于农业银行H股股票，于2025年12月30日达到农业 银行（01288.HK）H股股本的20%，根据香港市场规则，触发举牌。截至2025年12月30日，平安人寿持 有农业银行H股股票的账面余额为324.28亿元，占上季度末总资产的比例为0.58%。 ...

来源：新浪证券-红岸工作室 12月31日，秦港股份涨0.29%，成交额5307.86万元，换手率0.32%，总市值195.00亿元。 异动分析 航运概念+国企改革+雄安新区+京津冀一体化+举牌 1、秦皇岛港股份有限公司的主营业务是码头设施、货物装卸、堆存、仓储、运输、集装箱堆放、拆拼 箱等港口作业的服务、销售和咨询。 2、公司属于国有企业。公司的最终控制人为河北省人民政府国有资产监督管理委员会。 3、公司地处河北秦皇岛，主要提供高度一体化的综合港口服务，包括装卸、堆存、仓储、运输及物流 服务，经营货种主要包括煤炭、金属矿石、油品及液体化工、集装箱、杂货及其他货品。公司是全球最 大的大宗干散货公众码头运营商，2013-2015年，公司所在的秦皇岛港是全球最大的公众煤炭码头，所 在的唐山曹妃甸港矿石吞吐量位列全国三甲，所在的黄骅港煤炭吞吐量位列全国第二。 区间今日近3日近5日近10日近20日主力净流入40.18万-450.73万-550.02万-1244.62万-5027.77万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1415.61万，占总成交额的1.42%。 技术面：筹码平均交易成本为3.43元 ...

Core Viewpoint - Qinhuangdao Port Co., Ltd. is experiencing a stock price increase of 1.13% with a market capitalization of 20.003 billion yuan, indicating positive market sentiment towards the company [1]. Company Overview - Qinhuangdao Port Co., Ltd. specializes in integrated port services including loading, storage, warehousing, transportation, and logistics, primarily handling coal, metal ores, oil products, and containers [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2]. - It is recognized as the world's largest public bulk cargo terminal operator and has historically been the largest public coal terminal globally from 2013 to 2015 [2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 5.212 billion yuan, reflecting a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up by 3.87% [8]. - The company's revenue composition includes 66.61% from coal and related services, 21.36% from metal ores, and smaller contributions from other services [7]. Shareholder Activity - In the past year, Great Wall Life Insurance Co., Ltd. has acquired a stake in the company, holding 5.00% of the total shares [3]. Market Activity - The stock has seen a net inflow of 830,300 yuan today, with a total trading volume of 71.5026 million yuan and a turnover rate of 0.42% [1][5]. - The average trading cost of the stock is 3.43 yuan, with the current price approaching a resistance level of 3.60 yuan, indicating potential for upward movement if this level is surpassed [6].

据港交所披露，新加坡政府投资公司(GIC Private Limited)于12月11日以每股均价64.7061港元增持复宏 汉霖(2696.HK)8.82万股H股股份，价值约570.71万港元。增持后，新加坡政府投资公司最新持股数目为 820.84万股股份，持股比例由4.97%升至5.02%。 继Point72 Associates、博裕资本和泰康保险举牌后，复宏汉霖再获新加坡政府投资公司举牌，体现国际 资金对公司经营稳健性与成长潜力的信心。 ...

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a major player in the port services industry, focusing on integrated port operations and benefiting from various strategic initiatives such as state-owned enterprise reforms and regional development projects like Xiong'an New Area and Beijing-Tianjin-Hebei integration [2][7]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Hebei Province and provides comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7]. - It operates the largest public bulk cargo terminal globally and was the largest public coal terminal from 2013 to 2015 [2][7]. Financial Performance - For the period from January to September 2025, Qinhuangdao Port achieved a revenue of 5.212 billion yuan, representing a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% year-on-year [8]. - The company's revenue composition includes 66.61% from coal and related services, 21.36% from metal ores, and smaller contributions from other services [7]. Shareholder Activity - In the past year, Changcheng Life Insurance Co., Ltd. acquired a stake in Qinhuangdao Port, holding 5.00% of the total shares [3]. Market Activity - On December 2, the stock price of Qinhuangdao Port increased by 0.56%, with a trading volume of 78.0553 million yuan and a turnover rate of 0.46%, leading to a total market capitalization of 19.947 billion yuan [1].

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a major player in the port services industry, focusing on integrated port operations and benefiting from various national initiatives such as state-owned enterprise reform and regional integration [2][7]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Hebei Province and provides comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][7]. - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7]. - It is recognized as the world's largest public bulk cargo terminal operator, with its port being the largest public coal terminal globally from 2013 to 2015 [2][7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.212 billion yuan, representing a year-on-year growth of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% year-on-year [8]. - The company's main revenue sources include coal and related services (66.61%), metal ores and related services (21.36%), and other miscellaneous services [7]. Shareholder Activity - In the past year, Great Wall Life Insurance Co., Ltd. has acquired a stake in the company, holding 5.00% of the total share capital [3]. Market Activity - On December 1, the stock price of Qinhuangdao Port increased by 0.57%, with a trading volume of 66.9951 million yuan and a turnover rate of 0.40%, leading to a total market capitalization of 19.835 billion yuan [1].

Core Viewpoint - Taikang Insurance Group, Inc. has increased its stake in Fuhong Hanlin (02696.HK) by acquiring 518,500 shares at an average price of HKD 67.0678 per share, reflecting confidence in the company's operational stability and growth potential [1] Summary by Category Shareholding Changes - Taikang Insurance's investment amounted to approximately HKD 34.775 million, raising its total shareholding to 8.6065 million shares [1] - The ownership percentage increased from 4.94% to 5.26% following the acquisition [1] Market Sentiment - The recent stake increase by Taikang Insurance follows a similar move by Boyu Capital, indicating strong market confidence in Fuhong Hanlin's business performance and future prospects [1]

很多新手炒股都抱着"赚点差价"的想法，没人会一开始就琢磨"买成大股东"这回事。但A股有明确规则：持股比例达到5%，你就从普通散户变成了"大股 东"，一言一行都得守规矩，不然可能赚的钱没了，还得吃罚单。 先把核心标准说清楚：不是只有控股几十 percent 的才叫大股东，监管层把"持股超5%"作为关键门槛。不管你是集中买还是分散在多个账户里，只要合计持 股摸到这个线，就必须启动一系列合规操作，第一步就是"举牌"。 这些规则本质是保护中小投资者。大股东持股多、消息灵，要是随意买卖，很容易操纵股价，小散户根本没法抗衡。 持股超5%后，你不再是"看客"，而是能参与公司决策的"话事人"，但权利和责任是绑定的。 从权利来说，你有权参加股东大会，对公司的重大事项投票——比如是否并购重组、修改公司章程、分配利润等。要是持股比例够高，还能提名董事、监 事，直接参与公司管理。遇到公司经营有问题，也能通过合法途径提出质疑，督促管理层改进。 但责任也随之而来。你必须持续关注公司的经营和财务状况，不能当"甩手掌柜"。如果公司出现违规操作，大股东要是知情不报，或者利用关联交易损害公 司利益，会被监管层追责，可能面临罚款、市场禁入等处罚。 ...

Core Viewpoint - Chongqing Bank's stock has shown a slight decline of 0.98% on November 5, with a trading volume of 175 million yuan and a total market capitalization of 38.533 billion yuan [1] Group 1: Dividend and Financial Support Initiatives - Chongqing Bank's dividend yields over the past three years were 5.83%, 5.86%, and 4.46% respectively [2] - The bank has launched various financial products to support rural revitalization, including "Rural Revitalization Loans" and "Live Pig Collateral Loans" to enhance agricultural infrastructure [2] - The bank aims to increase credit support for new agricultural entities and strengthen partnerships with local government financing guarantee companies [2] Group 2: Shareholding and Market Activity - Chongqing Real Estate Group has acquired a stake in Chongqing Bank, holding 6.53% of the total shares [2] - The bank's main trading activity shows a net outflow of 6.0621 million yuan today, with no significant trend in major funds [3][4] Group 3: Technical Analysis - The average trading cost of Chongqing Bank's shares is 9.73 yuan, with the current stock price fluctuating between resistance at 11.38 yuan and support at 10.95 yuan [5] Group 4: Company Overview - Chongqing Bank, established on September 2, 1996, primarily provides corporate and personal banking services, with 75.09% of revenue from corporate banking, 16.94% from personal banking, and 7.72% from funding operations [6] - As of September 30, the number of shareholders increased by 6.17% to 36,300, with an average of 53,243 circulating shares per person, a decrease of 6.01% [6] - For the period from January to September 2025, the bank reported a net profit of 4.879 billion yuan, reflecting a year-on-year growth of 10.19% [6] Group 5: Dividend Distribution - Since its A-share listing, Chongqing Bank has distributed a total of 6.88 billion yuan in dividends, with 4.229 billion yuan distributed over the past three years [7]

Group 1 - The core point of the article is that CITIC Financial Assets has increased its stake in Hangyang Co., Ltd., a company with a market value of 26.3 billion yuan, through a block trade, acquiring 13,968,400 shares, which represents 1.43% of the total share capital, bringing its total holdings to 48,917,667 shares or 5% of the total share capital, thus being classified as a "stake increase" in the market [2][4] Group 2 - CITIC Financial Assets expressed that the increase in stake is based on its positive outlook on Hangyang's development prospects and value recognition, aiming to enhance its influence on the company and support its growth while expanding business cooperation opportunities [4] - The block trade occurred on October 28, with a transaction of 13,968,400 shares at a price of 26.06 yuan per share, slightly lower than the closing price of 26.14 yuan per share on that day, resulting in a transaction amount of 364 million yuan [4] - Hangyang Co., Ltd. is recognized as a world-class supplier of air separation equipment and low-temperature petrochemical equipment, and is a pioneer in China's gas industry, with its main business including gases, equipment and engineering, and high-end manufacturing, while actively expanding into energy-saving and green low-carbon industries [4] Group 3 - CITIC Financial Assets, formerly known as China Huarong Asset Management Company, has undergone a management transition to the CITIC Group and was renamed in January 2024, with major shareholders including CITIC Group, the Ministry of Finance, and China Life Insurance [5] - As of June 2025, CITIC Financial Assets reported total assets of 10,109.33 billion yuan, with total revenue of 402.21 billion yuan and a net profit of 61.68 billion yuan for the first half of 2025 [5] - Besides Hangyang, CITIC Financial Assets also holds over 5% stakes in other listed companies such as CITIC Limited, China Everbright Bank, and Chongqing Machinery and Electric [5]