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 ...

Core Viewpoint - Qingdao Port's stock price has experienced a decline of 1.22% year-to-date, with a recent drop of 2.00% on November 17, 2023, indicating potential challenges in the market [1]. Financial Performance - For the period from January to September 2025, Qingdao Port achieved a revenue of 14.238 billion yuan, reflecting a year-on-year growth of 1.86%, while the net profit attributable to shareholders was 4.180 billion yuan, up by 6.33% [2]. - Cumulative cash dividends since the A-share listing amount to 12.818 billion yuan, with 5.687 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 7.23% to 38,300, with an average of 0 circulating shares per shareholder [2]. - The stock's trading activity on November 17 showed a net outflow of 1.0828 million yuan from main funds, with large orders accounting for 4.32% of purchases and 7.63% of sales [1]. Business Overview - Qingdao Port International Co., Ltd. specializes in the handling and logistics of various cargo types, including containers, metal ores, coal, and crude oil, with the main revenue sources being handling and related services (56.72%) and logistics and port value-added services (36.96%) [1]. - The company is classified under the transportation industry, specifically in the shipping port sector, and is associated with several concept sectors including port transportation and low price-to-earnings ratio [1].

Core Insights - Qingdao Port's stock price increased by 2.05% on November 14, reaching 8.95 CNY per share with a trading volume of 1.56 billion CNY and a market capitalization of 58.095 billion CNY [1] - The company has seen a year-to-date stock price increase of 0.46%, with a 5-day increase of 2.99%, a 20-day increase of 3.35%, and a 60-day increase of 4.45% [1] - Qingdao Port's main business includes container handling, metal ore, coal, crude oil, and various logistics and port services, with revenue contributions of 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other services [1] Financial Performance - For the period from January to September 2025, Qingdao Port achieved 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, reflecting a growth of 6.33% [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 past three years [3] Shareholder Information - As of September 30, 2025, Qingdao Port had 38,300 shareholders, an increase of 7.23% 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 increases in their holdings [3]

Group 1 - The core viewpoint of the news is that Guangzhou Port's stock has shown a positive trend with a 5.34% increase year-to-date and a 2.02% rise on November 14, reaching a price of 3.53 CNY per share [1] - As of October 31, 2025, Guangzhou Port reported a revenue of 11.163 billion CNY for the first nine months, reflecting a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 8.63% to 748 million CNY [2] - The company has distributed a total of 2.4 billion CNY in dividends since its A-share listing, with 943 million CNY distributed over the past three years [3] Group 2 - The main business segments of Guangzhou Port include loading and related services (50.29%), logistics and port auxiliary services (23.90%), trading (22.26%), and other services (3.55%) [1] - The company operates in the transportation and shipping port industry, with concepts including port transportation, free trade ports, low prices, RCEP, and the Belt and Road Initiative [2] - As of September 30, 2025, the number of shareholders for Guangzhou Port was 62,300, a slight decrease of 0.05% from the previous period, with an average of 121,068 circulating shares per shareholder, which increased by 0.05% [2]

Core Viewpoint - North Bay Port's stock price has shown a significant increase this year, with a year-to-date rise of 17.91% and a recent uptick of 2.01% in the last five trading days, indicating positive market sentiment and potential growth opportunities for investors [2][3]. Company Overview - North Bay Port Co., Ltd. is located in Nanning, Guangxi Zhuang Autonomous Region, and was established on August 7, 1996. It was listed on November 2, 1995. The company primarily engages in port loading and unloading, tugboat and port management, logistics agency, and cargo surveying services [2]. - The revenue composition of North Bay Port includes 94.59% from loading and unloading services, 3.55% from tugboat services, 1.16% from cargo surveying, 0.65% from other services, and 0.06% from agency services [2]. Financial Performance - As of September 30, 2025, North Bay Port reported a total revenue of 55.35 billion yuan, reflecting a year-on-year growth of 12.92%. However, the net profit attributable to shareholders decreased by 13.89% to 7.89 billion yuan [3]. - The company has distributed a total of 30.34 billion yuan in dividends since its A-share listing, with 13.96 billion yuan distributed over the past three years [4]. Shareholder Information - As of September 30, 2025, the number of shareholders for North Bay Port reached 59,400, an increase of 42.47% from the previous period. The average number of circulating shares per shareholder decreased by 29.81% to 31,217 shares [3]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 13.49 million shares, a decrease of 296,400 shares from the previous period, while Hong Kong Central Clearing Limited increased its holdings by 3.00 million shares to 12.17 million shares [4].

责任编辑：小浪快报 资料显示，厦门港务发展股份有限公司位于福建省厦门市湖里区东港北路31号港务大厦20楼,21楼，成 立日期1999年4月21日，上市日期1999年4月29日，公司主营业务涉及为散杂货码头装卸及相关综合物流 服务、商品贸易、建材销售等。主营业务收入构成为：综合供应链业务89.43%，港口配套服务5.65%， 码头装卸与堆存4.59%，其他(补充)0.33%。 厦门港务所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：港口运输、平潭实验区、福 建自贸区、免税概念、自由贸易港等。 截至9月30日，厦门港务股东户数4.18万，较上期减少20.04%；人均流通股17738股，较上期增加 25.06%。2025年1月-9月，厦门港务实现营业收入166.12亿元，同比减少7.67%；归母净利润1.96亿元， 同比增长3.12%。 分红方面，厦门港务A股上市后累计派现10.04亿元。近三年，累计派现2.40亿元。 机构持仓方面，截止2025年9月30日，厦门港务十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股593.10万股，相比上期增加210.53万股。 11月12日，厦门港务盘中 ...

Core Viewpoint - The company, Beibu Gulf Port, is a key player in the logistics and shipping industry, focusing on port operations and services, with significant growth in cargo and container throughput in 2023, driven by strategic initiatives and government support for the Belt and Road Initiative [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 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, 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 focused on enhancing its core port operations and expanding its logistics services, including cold chain logistics, to better integrate with regional industries and support the development of the Western Land-Sea New Corridor [2][3]. - Beibu Gulf Port has established multiple fruit shipping routes from Thailand, Vietnam, and Cambodia, and offers comprehensive cold chain logistics services [3]. Market Position - The company holds a significant market position in the Guangxi, Yunnan, Sichuan, Guizhou, and Chongqing regions, contributing to national strategic initiatives for international trade and regional development [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 - Chongqing Port's stock price has shown a significant increase this year, with a year-to-date rise of 18.79% and a recent uptick of 4.40% over the last five trading days [2] Company Overview - Chongqing Port Co., Ltd. is located at 298 Haier Road, Jiangbei District, Chongqing, established on January 8, 1999, and listed on July 31, 2000 [2] - The company's main business involves port terminal loading and unloading, warehousing, and multimodal transport logistics, with revenue composition as follows: 67.46% from commodity trade, 27.86% from loading, logistics, and freight agency, and 4.68% from inter-segment offsets [2] 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 48.1743 million yuan, down 35.43% year-on-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 past three years [3] Stock Market Activity - As of November 6, the stock price of Chongqing Port was 5.69 yuan per share, with a trading volume of approximately 98.9 million yuan and a turnover rate of 1.49%, resulting in a total market capitalization of 6.753 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on May 22, where it recorded a net purchase of 404.302 million yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Chongqing Port was 36,000, a decrease of 18.29% from the previous period, with an average of 32,941 circulating shares per person, an increase of 22.38% [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 5.6987 million shares, a decrease of 4.6437 million shares from the previous period [3]

Core Viewpoint - The stock of China Merchants Nanjing Tanker Corporation (招商南油) has experienced fluctuations, with a recent decline of 2.15% on November 4, 2023, reflecting a total market capitalization of 15.27 billion yuan [1]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.268 billion yuan, representing a year-on-year decrease of 14.77%. The net profit attributable to shareholders was 947 million yuan, down 42.81% compared to the previous year [2]. - Year-to-date, the stock price has increased by 1.60%, with a 0.63% decline over the last five trading days, a 4.26% increase over the last 20 days, and an 11.97% increase over the last 60 days [1]. Shareholder Information - As of October 31, 2025, the number of shareholders decreased by 4.83% to 121,500, while the average circulating shares per person increased by 5.08% to 39,508 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 84.7742 million shares, an increase of 20.639 million shares from the previous period [2]. Business Overview - The company, established in September 1993 and listed in January 2019, primarily engages in coastal and international oil transportation. Its revenue composition includes 57.92% from refined oil transport, 28.82% from crude oil transport, 7.20% from chemical transport, and smaller percentages from other services [2]. - The company operates within the transportation industry, specifically in the shipping sector, and is associated with concepts such as low pricing, port transportation, state-owned enterprise reform, and the Belt and Road Initiative [2].

Core Viewpoint - Tangshan Port Group Co., Ltd. is a significant port in China, connecting various regions and engaged in comprehensive port transportation services, with a focus on growth and profitability despite industry challenges [1][2][3]. Financial Performance - For Q3 2025, Tangshan Port reported revenue of 4.091 billion yuan, ranking 12th in the industry, while net profit was 1.509 billion yuan, ranking 6th [2]. - The industry leader, Shanghai Port Group, had a revenue of 29.949 billion yuan and a net profit of 12.398 billion yuan during the same period [2]. Financial Ratios - As of Q3 2025, Tangshan Port's debt-to-asset ratio was 9.45%, significantly lower than the industry average of 34.25%, indicating strong solvency [3]. - The gross profit margin was 46.58%, higher than the industry average of 30.73%, reflecting robust profitability [3]. Management Compensation - The chairman, Chen Lixin, received a salary of 96,100 yuan in 2024, while the general manager, Li Haitao, earned 1.1283 million yuan, an increase from the previous year [4]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.66% to 76,100, with an average holding of 77,900 shares, a decrease of 6.24% [5]. - Major institutional shareholders include Huatai-PB SSE Dividend ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [5]. Future Outlook - According to Xinda Securities, Tangshan Port's revenue is projected to reach 5.465 billion yuan in 2025, with a slight decline in growth rates over the next few years [6]. - Guojin Securities noted a year-on-year increase in port throughput, with coal throughput showing significant growth in Q3 2025 [7]. - The company plans to invest in new bulk cargo berths, with total investment adjusted to not exceed 6 billion yuan [7].