证券之星消息，8月12日航运港口板块较上一交易日上涨0.54%，南 京 港领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入4.33亿元，游资资金净流出1.94亿元，散户资金净 流出2.38亿元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002040 | 南京港 | 10.69 | 9.98% | 55.00万 | | 5.66亿 | | 833171 | 国航远洋 | 11.51 | 8.58% | 53.94万 | | 6.17亿 | | 601008 | 连云港 | 6.45 | 6.79% | 126.46万 | | 8.03亿 | | 600798 | 宁波海运 | 4.31 | 6.42% | 152.46万 | | 6.48亿 | | 000520 | 凤凰航运 | 4.99 | 3.74% | ...

8月11日，青岛港今日收盘8.83元，下跌1.56%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到10.77倍，总市值573.16亿元。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均14.67倍，行业中值16.22倍，青岛港排名 第6位。 截至2025年一季报，共有18家机构持仓青岛港，其中基金17家、券商1家，合计持股数2833.51万股，持 股市值2.46亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入48.07亿元，同比8.51%；净利润14.02亿元，同 比6.51%，销售毛利率38.57%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)4青岛港10.7710.951.31573.16亿行业平均 14.6716.861.22300.44亿行业中值16.2215.611.24150.85亿1中远海控4.494.940.992427.24亿2上港集团 8.838.950.971338.68亿3招商南油9.047.221.25138.77亿5招商轮船10.849.751.23498.20亿6招商港口 11.2111.340.82512.31亿7中远海特11.3 ...

Core Viewpoint - The China Listed Companies Association has released the 2025 cash dividend ranking to promote a culture of sustainable dividends among listed companies, enhancing investor returns and shifting market focus from financing to investment returns [1][2]. Summary by Relevant Sections Cash Dividend Ranking - The 2025 cash dividend ranking is based on objective data and considers multiple factors, resulting in three lists: total cash dividends over the past three years, dividend payout ratios over the past five years, and dividend yields over the past three years, each featuring 100 companies [2][3]. - The ranking emphasizes long-term evaluation, helping companies enhance the stability and predictability of their dividends, while also allowing smaller companies that share growth profits with investors to be recognized [2][3]. Trends in Dividend Distribution - There has been an increase in the number of companies consistently paying dividends, with 2,447 out of 4,445 companies listed for over three years having paid dividends in the last three years, a 12% increase from 2023 [3]. - The average dividend yield for companies in the three-year yield list is 6.73%, with some companies exceeding 10% [3]. - The five-year payout ratio list saw significant changes, with 40 new companies added, and the average payout ratio for this list is 49% [3]. Mid-Year Dividend Trends - Mid-year dividends have become more common, with 370 companies disclosing mid-year dividend plans in 2023, totaling 791.93 billion yuan in proposed cash dividends [5][6]. - Major companies like China Mobile plan to distribute 541.99 billion yuan as mid-year dividends, indicating a trend towards more frequent and larger dividend distributions [5][6]. Implications of New Policies - The new "National Nine Articles" policy aims to strengthen dividend stability, leading to an expansion in mid-year dividends, diversification of dividend-paying companies, and an increase in the frequency of distributions [6]. - The trend towards multiple dividend distributions per year reflects stable cash flows and operational conditions, signaling positive investment value to investors [6].

公司报告 | 公司点评 秦港股份（601326） 证券研究报告 吞吐量超预期，盈利有望上行 Q2 吞吐量增速回升到 9% 2025Q1 秦港股份吞吐量同比下滑 3%，其中核心品类煤炭同比下滑 4%、金属矿石同比下滑 5%，市场担心煤炭和铁矿石需求见顶，秦港股 份吞吐量会持续下滑。2025Q2 秦港股份吞吐量同比增长 9%，其中煤炭 同比增长 12%、金属矿石同比增长 6%，扭转了下滑势头。2025Q2 秦 港股份的煤炭吞吐量回升，得益于大秦铁路煤炭运量增速从 Q1 的- 5.6%回升到 Q2 的 1.4%；秦港股份的金属矿石吞吐量回升，得益于全 国铁矿石进口量增速从 Q1 的-8%回升到 1.9%。2025H1 秦港股份吞吐 量同比增长 3%，其中煤炭同比增长 4%，金属矿石同比持平。 吞吐量有望继续小幅增长 秦港股份的煤炭吞吐量与大秦铁路煤炭运量相关，2014-24 年两者比值 维持 54%左右。秦港股份将抓好市场营销不松懈，优化货源结构，为优 质货源增量创造空间，煤炭吞吐量有望维持稳定。秦港股份的金属矿石吞 吐量与全国铁矿石进口量相关，2014-24 年两者比值在 11%左右， 2019-24 年有上升趋 ...

行业内，中远海发CFO胡海兵小幅涨薪至313.54万元，位列业内之首，也是唯一年薪超300万元的CFO。 | 简称 | 行业(甲万二级) | CFO | 2024年航运港口行业上市公司CFO新］ 薪酬 (万) | | 薪酬変化 | 增速 | 学历 | | --- | --- | --- | --- | --- | --- | --- | --- | | 中远海发 | 航运港口 | 胡海兵 | 313.54 | 2.2% | 16.86 | 19.6% | 硕士 | | 渤海轮渡 | 航运港口 | 蔚篷 | 279.77 | -0.5% | 2.74 | 9.5% | 本科 | | 中远海能 | 航运港口 | 出題 | 192.41 | 34.8% | 40.37 | 19.4% | 博士 | | 锦江航运 | 航运港口 | 邱倩 | 153.06 | -3.1% | 10.21 | 37.5% | 本科 | | 招商轮船 | 航运港口 | 娄东阳 | 136.34 | 35.0% | 51.07 | 5.6% | 硕士 | | 兴通股份 | 航运港口 | 黄木生 | 124.40 | 26.4% | 3.50 ...

证券之星消息，8月8日航运港口板块较上一交易日上涨0.31%，海峡股份领涨。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002320 | 海峡股份 | 7.89 | 2.07% | 46.72万 | 3.67亿 | | 601326 | 奏凄股份 | 3.33 | 1.52% | 13.26万 | 4389.32万 | | 000520 | 凤凰航运 | 4.81 | 1.26% | 23.38万 | 1.12亿 | | 600017 | 日照港 | 3.26 | 1.24% | 25.06万 | 8121.35万 | | 600717 | 天津港 | 4.74 | 1.07% | 18.03万 | 8528.25万 | | 601919 | 中远海控 | 15.79 | 0.96% | 74.34万 | 11.74亿 | | 601866 | 中远海发 | 2. ...

| 证券间称 | 行业(申万二级) | 董秘 | 2024新 | 新酬变化 | 增減幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 中远海控 | 航运港口 | 肖俊光 | 297. 50 | -296. 62 | -49. 93% | 硕士 | | 上港集团 | 航运港口 | 丁向明 | 275.88 | 84. 01 | 43.79% | 硕士 | | 渤海轮渡 | 航运港口 | 宁武 | 261. 15 | 9.10 | 3.61% | 本科 | | 中远海能 | 航运港口 | 倪艺丹 | 177.92 | 39. 44 | 28. 48% | 本科 | | 中远海发 | 航运港口 | 蔡磊 | 168. 60 | 81. 22 | 92. 95% | 硕士 | | 安通控股 | 航运港口 | 荣兴 | 152.69 | 29.05 | 23.50% | 硕士 | | 招商轮船 | 航运港口 | 孔康 | 152. 65 | 5. 65 | 3. 84% | 本科 | | 中谷物流 | 航运港口 | 代喜 | 144. 18 | 24. 10 ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - In the shipping and port industry, the total salary for company secretaries amounted to 39.5672 million yuan, with an average annual salary of 1.1305 million yuan [1] Industry Overview - The shipping and port industry (Shenwan secondary) included 35 listed companies in the report [1] - Bohai Ferry experienced a slight revenue decline in 2024, yet its secretary, Ning Wu, received a salary increase of 90,000 yuan, bringing his total to 2.6115 million yuan, ranking third in the industry [1] Salary Changes - The report provides detailed salary changes for key company secretaries in the shipping and port sector: - Zhongding Haikong: 297.50 thousand yuan, a decrease of 296.62 thousand yuan (-49.93%) [2] - Shanghai Port Group: 275.88 thousand yuan, an increase of 84.01 thousand yuan (43.79%) [2] - Bohai Ferry: 261.15 thousand yuan, an increase of 9.10 thousand yuan (3.61%) [2] - COSCO Shipping Energy: 177.92 thousand yuan, an increase of 39.44 thousand yuan (28.48%) [2] - Zhongding Haifa: 168.60 thousand yuan, an increase of 81.22 thousand yuan (92.95%) [2] - Antong Holdings: 152.69 thousand yuan, an increase of 29.05 thousand yuan (23.50%) [2] - China Merchants Energy: 152.65 thousand yuan, an increase of 5.65 thousand yuan (3.84%) [2] - Zhonggu Logistics: 144.18 thousand yuan, an increase of 24.10 thousand yuan (20.07%) [2] - Tangshan Port: 116.72 thousand yuan, an increase of 19.31 thousand yuan (19.82%) [2] - Ningbo Port: 98.59 thousand yuan, an increase of 49.59 thousand yuan (101.20%) [2]

从资金流向上来看，当日航运港口板块主力资金净流出1.38亿元，游资资金净流入1921.84万元，散户资 金净流入1.19亿元。航运港口板块个股资金流向见下表： 证券之星消息，8月7日航运港口板块较上一交易日上涨0.46%，中谷物流领涨。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。航运港口板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603562 | 中含物流 | 10.49 | 2.14% | 17.58万 | | 1.84亿 | | 601228 | 广州港 | 3.39 | 2.11% | 47.15万 | | 1.59亿 | | 601298 | 黄明世 | 8.95 | 1.82% | 16.58万 | | 1.47亿 | | 601018 | 宁波港 | 3.69 | 1.37% | 73.39万 | | 2.69亿 | | 601880 | 辽港股份 | 1.59 | 1.27% | 15 ...

Group 1: Target Price Increases - The companies with the highest target price increases on August 6 include Jiuzhou Pharmaceutical, BYD, and Phoenix Media, with target price increases of 57.75%, 51.41%, and 36.49% respectively, belonging to the healthcare, automotive, and publishing industries [1][2] - Jiuzhou Pharmaceutical received a target price of 29.12 yuan, while BYD's target price is set at 158.00 yuan, and Phoenix Media's target price is 15.00 yuan [2] Group 2: Broker Recommendations - A total of 27 listed companies received broker recommendations on August 6, with Zhongchong Co. receiving the most recommendations at 6, followed by Haiguang Information with 4, and Jiuzhou Pharmaceutical with 2 [1][3] - Zhongchong Co. closed at 57.44 yuan, while Haiguang Information closed at 137.34 yuan, and Jiuzhou Pharmaceutical closed at 18.46 yuan [3] Group 3: First Coverage Ratings - On August 6, brokers provided 7 instances of first coverage, with Changhong Huayi receiving a "Buy" rating from Shanxi Securities, and Haitong Development receiving a "Buy" rating from Jiangsu Securities [4] - Other companies receiving first coverage include Pudong Development Bank, Huaxin Cement, and Hisense Home Appliances, all receiving "Buy" or "Recommended" ratings from various brokers [4]