2月27日，天顺股份（维权）发布2025年年报。报告显示，公司2025年营业收入为11.37亿元，同比下降 25.69%；归母净利润为-2383.34万元，同比下降367.29%；扣非归母净利润为-2553.97万元，同比下降 401.75%；基本每股收益-0.16元。 报告期内，天顺股份基本每股收益为-0.16元，加权平均净资产收益率为-4.70%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 以2月27日收盘价计算，天顺股份目前市盈率（TTM）约为-157.18倍，市净率（LF）约为6.85倍，市销 率（TTM）约为2.64倍。 筹码集中度方面，截至2025年末，公司股东总户数为1.73万户，较三季度末增加了675户，增幅4.06%； 户均持股市值由三季度末的12.75万元增加至13.87万元，增幅为8.80%。 2025年，公司毛利率为3.84%，同比下降1.01个百分点；净利率为-2.32%，较上年同期 ...

分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 中集车辆今年以来股价涨8.52%，近5个交易日跌3.03%，近20日涨2.16%，近60日涨2.27%。 资料显示，中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号，成立日期1996年8月29日，上市日期2021年7月8日，公司主营业务涉及半挂 车、专用车上装、冷藏厢式车厢体等生产。主营业务收入构成为：全球半挂车80.61%，上装、底盘及 牵引车17.14%，其他(补充)2.25%。 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：重卡、中盘均衡、冷链物 流、中盘等。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 来源：新浪证券-红岸工作室 2月27日，中集车辆盘中下跌2.07%，截至13:02，报9.93元/股，成交6003.15万元，换手 ...

人民财讯2月26日电，记者从国铁广州局了解到，2月26日15时30分，一趟满载巴西进口果汁的冷链班列 从广州南沙港南站缓缓驶出，预计1天后抵达江西赣州国际港。这是粤港澳大湾区今年开出的首趟冷链 海铁联运班列，标志着粤港澳大湾区通往江西地区的冷链物流"公转铁"新通道正式打通。 转自：证券时报 ...

来源：新浪证券-红岸工作室 2月25日，北部湾港涨2.02%，成交额6.25亿元，换手率2.88%，总市值255.56亿元。 异动分析 自由贸易港+航运概念+统一大市场+一带一路+冷链物流 1、公司在互动平台称：洋浦港与北部湾港是西部陆海贸易新通道两个最关键的物流节点，海南自由贸 易港政策有利于促进两港合作，实现双赢。 2、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 区间今日近3日近5日近10日近20日主力净流入322.77万9864.24万1.50亿1.54亿-1.29亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2.96亿，占总成交额的8.05%。 技术面：筹码平均交易成本为9.57元 3、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作 ...

2月24日，位于钱塘区河庄街道的杭州路格智能装备有限公司新厂房内，一场别开生面的"开工 宴"热闹开席。没有觥筹交错的客套，只有扑面而来的家乡烟火气——这是该公司连续第八年在开工首 日举办美食节，员工们从全国各地带回的100多道家乡风味，拼出了新春开工首日的"满汉全席"。 "公司124名员工，今天复工112人，复工率超过90%。"杭州路格科技执行董事何望君穿梭在"美食 长廊"间，不时为同事们介绍特色菜品。他告诉记者，这是公司首次在新工厂举办美食节，去年投产的 6000平方米新厂房，面积是原来的20倍，主要用于生产医用保温箱，服务于钱塘区多家生物医药企业的 冷链运输。 热气腾腾的"开工宴"背后，是企业马力全开的奋进姿态。作为钱塘区生物医药产业链的重要一环， 路格智能的医用保温箱已广泛应用于疫苗、生物制剂等温敏物资的运输。何望君透露，去年路格集团营 收约4000万元，今年新工厂的医用保温箱业务被寄予厚望："新年第一天，大家带着家乡的味道回来， 也带着满满的干劲回来。我们要抓住生物医药和冷链物流的发展机遇，让新业务成为公司新的增长 极。" 中午12时，100多道家乡美食被同事们分享一空。味蕾得到满足的员工们，带着家乡 ...

Core Viewpoint - The news highlights the performance and strategic importance of Beibu Gulf Port, emphasizing its role in the Western Land-Sea Trade Corridor and its alignment with national policies such as the Belt and Road Initiative and the Hainan Free Trade Port [2][3]. Group 1: Company Performance - Beibu Gulf Port's stock increased by 2.87% with a trading volume of 5.56 billion yuan and a market capitalization of 25.05 billion yuan [1]. - 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 year-on-year growth of 14.26%, representing 100% of the port's total container throughput [3]. Group 2: Strategic Importance - Beibu Gulf Port is identified as a key logistics hub in the Western Land-Sea Trade Corridor, facilitating the transformation of cargo from bulk to containerized, thereby enhancing integration with inland industries [2][3]. - The port is positioned as a crucial gateway for international trade with ASEAN countries, supporting national strategic initiatives such as the construction of the 21st Century Maritime Silk Road [3]. - The company is the sole operator of public terminals in the Guangxi Beibu Gulf region, playing a vital role in the development of logistics and trade in southwestern China [3]. Group 3: Business Operations - The main business activities of the company include port loading and unloading, storage, tugboat services, and logistics agency services, with loading and unloading services accounting for 94.59% of revenue [8]. - The port has qualifications for importing fruits, alcohol, and meat, and has established multiple shipping routes for Thai and Vietnamese fruits, offering comprehensive cold chain logistics services [3][8]. - The company is committed to expanding its operations and enhancing cooperation with clients and partners in port construction, operation, and logistics supply chain services [2].

Core Viewpoint - The article discusses the journey of cherries from Chile to China during the winter season, highlighting the importance of modern cold chain logistics and agricultural preservation techniques to maintain freshness during transportation [1]. Group 1: Transportation and Preservation Techniques - Cherries, primarily sourced from Chile, travel approximately 20,000 kilometers and take around 23 days to reach China [1]. - The preservation process begins with early morning harvesting to ensure fruit firmness and integrity, followed by immediate transfer to packaging facilities [4]. - Cherries undergo rapid pre-cooling in ice water, sterilization, and washing before being sorted and graded using AI technology for external and internal defects [4][5]. Group 2: Packaging and Shipping - After passing quality checks, cherries are packaged with traceability codes and sealed using modified atmosphere packaging (MAP) that utilizes nitrogen, oxygen, and carbon dioxide to enhance preservation [5]. - The MAP technology maintains oxygen levels at 12%-16% and increases carbon dioxide levels to 4%-6%, significantly inhibiting bacterial growth and extending shelf life [5]. - During shipping, the cold chain is maintained with temperatures kept between -1°C and 1°C, allowing cherries to remain fresh for up to 60 days under optimal conditions [6]. Group 3: Consumer Storage Recommendations - To prolong the freshness of cherries at home, it is recommended to store them in the refrigerator while keeping them in their original MAP packaging and minimizing exposure to air [7]. - For cherries purchased in non-MAP packaging, using a sealable bag for storage is advised [8]. - Cherries should not be stored with ethylene-producing fruits like passion fruit, apples, kiwis, and bananas, as these can accelerate the aging process of cherries [10].

（来源：千龙网） 数公里外的西片区，现代化冷库群整齐矗立，专注肉类、冷冻食品的专业化仓储、精细化加工与精准分 拨。 东西两大片区构建起全品类、全链条的冷链服务体系，让青藏高原的"天然冰箱"实现质的扩容升级。 作为整合高原冷链物流港、东嘎农副产品批发市场、领峰智慧物流园等核心项目的国家级平台，该基地 核心竞争力显著。西藏高原冷链物流负责人彭筱介绍，基地以仓储租赁为核心业务，配套市场经营与末 端配送服务，前期严格遵照拉萨市委、市政府部署，完成多轮专业答辩、基础信息整合，同步推进服务 完善、技术迭代筹备与资金规划落地，为长效发展筑牢根基。 "十四五"以来，我区整合各类资金近15亿元，聚力推进冷链仓储、城乡商贸节点、智能物流枢纽建设， 配套落地多项冷链物流项目。目前，全区已建成8个覆盖林芝、那曲等地的跨区域冷链物流集散中心， 有效破解松茸、冬虫夏草等特色生鲜"保鲜难、运输难"相关问题，产品损耗率从传统运输的30%降至 8%以下。依托拉萨基地成熟技术，我区传统农产品运输损耗率同步降至8%以下，流通效率大幅提升。 如今，中央厨房、生鲜电商、产销一体化等新业态在基地萌芽生长，为区域冷链物流注入创新活力。此 外，该基地提供近 ...

Core Insights - The article highlights the booming sales of highland products such as Qingke barley, salmon, and highland beef and lamb in Qinghai, driven by e-commerce and cold chain logistics, especially during the pre-Spring Festival period [1][6]. Group 1: Qingke Barley Sales - Qinghai Hongqi Goji Technology Co., Ltd. reported a sales revenue of nearly 9 million yuan from December to February, with daily orders stabilizing at 100,000 [1]. - The company processes 62% of Qingke barley into barley rice, with a comprehensive profit margin of 32% from deep processing [2]. - E-commerce has enabled nationwide distribution of Qingke products, enhancing their market reach and consumer accessibility [2][6]. Group 2: Salmon Sales - The salmon store in Xining is experiencing high demand, with daily sales reaching hundreds of pounds, particularly for fresh sashimi and gift boxes [3]. - The salmon is sourced from Longyangxia, which has become the largest inland salmon farming base in China, and the store has developed a fully integrated supply chain [5]. - The store's online orders for major cities like Beijing, Shanghai, and Guangzhou account for 70% of total sales, showcasing the effectiveness of e-commerce in expanding market presence [5]. Group 3: Highland Beef and Lamb Sales - Qinghai Aini Sha Food Processing Co., Ltd. has seen online sales exceed 2 million yuan since the beginning of spring, utilizing a "factory live broadcast + direct shipping" model [6]. - The company offers vacuum-packed lamb and beef products, which have become popular as festive gifts [6].

2025-2026 年中国速冻食品行业迎来发展黄金期，行业规模稳步增长，2025 年市场规模达 2130.9 亿元，预计 2030 年将增至 2901.4 亿元，速冻小吃细分赛道 表现亮眼，2025 年规模 353.0 亿元，2030 年预计达 697.6 亿元。同时，中国速冻食品以 6.4% 年复合增长率稳健发展，依托成本与供应链优势，东南亚成为 出海新蓝海。 行业发展受多重利好驱动，国家政策围绕预制菜、冷链物流构建规范发展框架，原料供给稳定、冷链物流覆盖完善为行业奠定基础，家庭小型化、城镇女性 就业增长及餐饮标准化需求提升，叠加技术创新迭代，共同推动行业升级。当前行业竞争格局呈现集中度较低特征，2025 年 Q3CR3 不足 40%，头部企业稳 规模但利润承压，中小企业分化明显，传统品类市场份额收缩，火锅丸料、速冻肠等品类保持增长，行业整合窗口期已至。 消费者层面，速冻食品消费群体以 25-44 岁已婚中高收入群体为主，新一线及二线城市为核心市场。消费需求从基础便捷向品质化、个性化升级，饺子、烤 肉肠、手抓饼为热门速冻小吃，消费者高频购买且囤货习惯凸显，线上渠道成购买主流，短视频平台和网红推荐为主要信息获 ...