据悉，辽港股份披露中季报时表示，对于上半年业绩的大幅增长，这主要系油品、集装箱业务的收益增 加，合联营企业投资收益增加，以及收回长期款项转回信用减值损失等方面影响。此外，值得一提的 是，对于中美互征港口费对航运影响，华泰证券表示，短期看，船公司或重新调配全球船舶部署和港口 挂靠，以减少相关成本，将造成供应链扰动，推升运价。油运、散货方面，行业景气上行，港口费有望 转嫁给客户。若港口费持续征收，将系统性推升全球油运、散货运价中枢。 消息面上，据中国证券网报道，近日，有记者从辽港集团获悉，作为东北地区粮食南运的重要海上通 道，辽港集团大连港散粮码头创新模式促协同，积极拓宽粮食通道，实现粮食运输量效齐升。今年截至 目前，大连港散粮码头完成货物吞吐量同比增幅近40%，其中内贸玉米吞吐量同比增幅超6倍。据介 绍，以国内玉米市场回暖为契机，大连港散粮码头拓展敞顶箱发运业务模式，压缩粮食作业环节，有效 提升了粮食周转效率，吸引大批货源集港。 辽港股份（601880）(02880)涨超5%，截至发稿，涨4.35%，报0.96港元，成交额1.13亿港元。 ...

每经AI快讯，10月23日，辽港股份涨幅扩大至15.22%，现价报1.06港元，换手率0.68%，成交额3434.21 万港元，总市值419.70亿港元。 ...

Core Insights - Lianyungang's stock price increased by 2.28% on October 23, reaching 5.83 CNY per share, with a total market capitalization of 7.233 billion CNY [1] - The company has seen a year-to-date stock price increase of 54.64%, but has experienced a decline of 4.58% over the last five trading days [1] Financial Performance - For the first half of 2025, Lianyungang reported operating revenue of 1.231 billion CNY, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million CNY, down 41.58% year-on-year [2] - Cumulatively, the company has distributed 516 million CNY in dividends since its A-share listing, with 199 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 127,500, a rise of 120.38% from the previous period, while the average circulating shares per person decreased by 54.62% to 9,728 shares [2] - Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 5.8173 million shares, a decrease of 6.4052 million shares from the previous period [3] Business Overview - Lianyungang Port Co., Ltd. specializes in port cargo handling, storage, and port management services, with main business revenue sources including cargo handling (76.88%) and comprehensive logistics (17.98%) [2] - The company operates within the transportation and shipping port industry and is associated with concepts such as RCEP, free trade ports, and the Belt and Road Initiative [2]

齐鲁晚报.齐鲁壹点厉昕月 10月22日，日照市新闻办召开"抓项目优环境促发展"主题系列新闻发布会(第7场)，介绍全市优化准入准营服务激发经营主体活力的相关改革举措与成 效。 近年来，日照市将优化准入准营服务作为激发市场活力的关键抓手，聚焦经营主体从注册登记到生产运营全过程中的堵点、难点，推出一系列针对性改 革，为经营主体"减负松绑"，取得显著成效。截至2025年9月，全市实有经营主体总量达42.6万户，今年以来，新登记经营主体3.31万户，企业占比31%， 同比增长2.8%。 三是拓展"无证明"场景服务。以"无证明城市"建设为抓手，持续拓展"无证明办事"服务系统应用，打通省市电子证照库、统一电子签章系统、政务信息共 享交换平台，对接18个市级自建系统，实现246类证明数据共享、80类证明部门核验，累计调用电子证照证明100余万次，推动"减证便民"向"无证利民"转 变。 在深化改革创新方面，日照市坚持以改革破难题、以创新增动力，持续深化制度创新和流程再造，不断释放市场活力。 在优化准入准营服务过程中，日照市聚力服务集成、强化数据赋能、深化改革创新，持续提升政务服务效率，打造更加便捷省心的营商环境。 在聚力服务集 ...

Group 1: Coal Industry - The coal industry has shown a positive trend with a 2.65% increase, reaching a total of 12,931.58 [1] - Notable stocks in the coal sector include: - Shaanxi Black Cat (601015) with a price of 4.57, up 10.12% - Yunnan Coal Energy (600792) at 5.14, up 10.06% - Zhengzhou Coal Electricity (600121) at 5.60, up 10.02% - Dayou Energy (600403) at 9.67, up 10.01% [1] Group 2: Banking Sector - The banking sector has also seen an upward movement, with Agricultural Bank achieving a 15-day consecutive rise to a new high [1] - Key banks experiencing stock price increases include: - Postal Savings Bank at 5.97, up 4.19% - Qingdao Bank at 5.28, up 1.93% - Industrial Bank at 20.78, up 1.86% - Agricultural Bank at 8.24, up 1.85% [3] Group 3: Port Concept Stocks - Port concept stocks have experienced significant movements, with Xiamen Port reaching a peak increase of 7.23% [3] - Other ports such as Nanjing Port, Yantian Port, and Beibu Gulf Port have also shown positive trends [3]

Core Viewpoint - The port sector has experienced a significant surge, with Xiamen Port reaching its daily limit, and other ports such as Yantian Port, Beibu Gulf Port, Guangzhou Port, Qin Port, Ningbo Port, and Shanghai Port Group also showing upward trends [1] Group 1 - Xiamen Port has hit the daily trading limit, indicating strong investor interest and market confidence [1] - Other ports in the region, including Yantian Port and Beibu Gulf Port, have followed suit with notable increases in their stock prices [1] - The overall positive movement in the port sector suggests a potential bullish trend for related companies and investments [1]

□ 本报记者吉凤竹王梦然 仲秋时节，连云港港墟沟西作业区海风微凉。67号泊位旁，200多米长的"GRANDE SVEZIA"轮紧贴岸 线，轿车顺着坡道驶入船舱，车轮摩擦声与哨声交织成繁忙的晨曲。"这船昨晚7点靠泊，已装600多辆 小车，共要装1200辆小车、70多台工程机械和470台工程车，直航欧洲。"墟沟西作业区汽车运输队生产 副队长刘绮攥着调度表穿梭在车流间介绍。 码头后方堆场，铁路直达的笼车源源不断送来新车，小汽车、风电叶片等分区码放整齐，如钢铁方 阵。"今年已作业194艘次滚装船，出口26.98万辆车，新能源汽车占比持续提升，作业线从去年同期17 条增至24条。"刘绮的话印证着港口汽车出口的强劲势头。目前，连云港港已开通18条国际滚装航线， 串联欧美、东南亚市场，车辆出口量长期稳居全国前列，"中国制造"从这里驶向全球。 作为新亚欧陆海联运通道关键节点，连云港港构建起"海铁联运、内外联动"的立体网络。海运方面，开 辟集装箱航线99条、杂货滚装航线29条、中韩客货班轮航线2条；陆运开通中亚五国、中德、中俄等6条 国际班列线路，覆盖中亚主要站点，日韩、东南亚与中亚跨境贸易业务占比超60%，稳居全国跨境运输 ...

Core Viewpoint - Multiple A-share listed companies are actively announcing cash dividend plans during the third quarter reporting period, with at least 18 companies planning to distribute over 3.4 billion yuan in total cash dividends, enhancing investor sentiment and interest in dividend-related assets [1][2]. Group 1: Dividend Announcements - Kaisheng New Materials plans to distribute 0.50 yuan per 10 shares, totaling approximately 21.03 million yuan, with a net profit of 116 million yuan for the first three quarters, representing a year-on-year increase of 121.56% [1]. - Wens Foodstuff Group intends to distribute 3 yuan per 10 shares, amounting to approximately 1.994 billion yuan, based on a total share count of 6.646 billion shares after excluding repurchased shares [2]. - Yanjing Beer plans to distribute 1 yuan per 10 shares, totaling approximately 282 million yuan, with a net profit of 1.77 billion yuan for the first three quarters, reflecting a year-on-year growth of 37.45% [2]. Group 2: Market Sentiment and Investment Strategy - The active cash dividend announcements are expected to enhance investor sentiment and interest in dividend-related assets, especially as external factors suppress risk appetite, leading to a high volatility state in the A-share market [2][3]. - Analysts suggest that the dividend sector may serve as a safe haven for funds, with a focus on sectors such as banking, coal, electricity, railways, and ports [2][3]. - The recent pullback in the TMT sector has led to a recommendation for investors to shift their focus towards consumer and dividend sectors, as the dividend sector shows a strong negative correlation with market risk appetite [3].

Core Viewpoint - Tianjin Port is planning to divest its 60% stake in China Railway Storage and Transportation Co., Ltd. to focus on its core logistics business and optimize resource allocation, aiming to enhance its long-term competitiveness and profitability [1][2] Group 1: Company Announcement - Tianjin Port Logistics Development Co., Ltd. intends to publicly disclose the transfer of its stake in China Railway Storage and Transportation, with the transfer price to be determined based on asset evaluation results [1] - The company will follow necessary review procedures based on the pricing and its impact on relevant indicators before the formal transfer [1] Group 2: Financial Performance of China Railway Storage - China Railway Storage was established in June 2004 with a registered capital of 10 million yuan, focusing on warehousing and railway transportation services [1] - As of December 31, 2024, the total assets of China Railway Storage amounted to 332 million yuan, with an operating income of 2.548 billion yuan and a total profit of 308,400 yuan [1] - For the first nine months of 2025, the total assets were reported at 187 million yuan, with an operating income of 1.935 billion yuan and a total profit of 3.706 million yuan [1] Group 3: Tianjin Port's Business Overview - Tianjin Port has a diverse cargo volume source, covering multiple regions and industries, maintaining trade relations with over 500 ports in more than 180 countries [2] - The port serves a hinterland of nearly 5 million square kilometers, accounting for 52% of the national total area, with 70% of cargo throughput and over 50% of import-export value coming from outside Tianjin [2] - In the first half of 2025, Tianjin Port achieved a cargo throughput of 229 million tons, a year-on-year increase of 0.44%, and a container throughput of 10.604 million TEU, up 1.58% year-on-year [2] - The company reported an operating income of 6.178 billion yuan and a net profit attributable to shareholders of 503 million yuan [2] Group 4: Strategic Focus - The planned divestiture of China Railway Storage is aimed at shedding non-core and low-yield businesses, allowing the company to concentrate its capital and management efforts on upgrading and expanding its core handling business [2] - This strategic move aligns with the company's overall development plan to accelerate the construction of a world-class green and smart hub port, enhancing its long-term core competitiveness and profit quality [2]

Core Viewpoint - Tianjin Port plans to divest its 60% stake in China Railway Storage and Transportation Co., Ltd. to focus on its core stevedoring and logistics business, mitigate investment risks, and optimize resource allocation [2][3] Group 1: Company Actions - Tianjin Port's wholly-owned subsidiary, Tianjin Port Logistics Development Co., Ltd., will disclose the transfer information at the Tianjin Property Exchange [2] - The transfer price will be determined based on an asset appraisal before the formal listing [2] - The company aims to streamline operations by divesting non-core businesses, thereby enhancing its focus on core stevedoring operations [3] Group 2: Financial Performance - As of December 31, 2024, China Railway Storage and Transportation had total assets of 332 million yuan and projected revenue of 2.548 billion yuan for the year [2] - For the first nine months of 2025, the company reported total assets of 187 million yuan and revenue of 1.935 billion yuan [2] - Tianjin Port achieved a cargo throughput of 229 million tons in the first half of 2025, a year-on-year increase of 0.44%, and a container throughput of 10.604 million TEU, up 1.58% [3]