证券之星消息，8月4日航运港口板块较上一交易日上涨0.08%，海航科技领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 3.99 | 3.91% | 131.06万 | | 5.15亿 | | 603167 | 渤海轮渡 | 10.45 | 3.36% | 7.88万 | | 8170.31万 | | 000905 | 厦门港务 | 8.38 | 1.09% | - 14.01万 | | 1.17亿 | | 601083 | 锦江航运 | 12.08 | 1.00% | 7.28万 | | 8740.95万 | | 600179 | 安通控股 | 3.19 | 0.95% | 49.32万 | | 1.57亿 | | 603565 | 中谷物流 | 9.94 | 0.81% | 14.02万 | | 1.39亿 | ...

Investment Rating - The report provides a "Recommended" investment rating for several companies in the transportation sector, including China National Aviation (601111.SH), Southern Airlines (600029.SH), and others [11][12][13]. Core Insights - The transportation industry is experiencing a mixed recovery, with air travel demand expected to increase due to the resumption of international flights and domestic consumption recovery driven by policy support [9][10][13]. - The express delivery sector is showing growth, with a 9% increase in revenue and a 15.8% rise in business volume year-on-year as of June 2025 [77]. - The cross-border logistics segment is anticipated to benefit from the growth of cross-border e-commerce, with domestic brands expanding their international presence [9][10]. Summary by Sections 1. Industry Performance Overview - The transportation sector's cumulative performance from July 28 to August 2, 2025, showed a decline of 3.22%, ranking it 27th among 31 SW primary industries [17][19]. 2. Industry Fundamentals Tracking (a) Aviation and Airports - Domestic and international capacity recovery rates for major airlines in June 2025 reached 150.62% and 93.36% respectively compared to 2019 [26][31]. - Major airports also reported recovery rates for domestic passenger throughput, with Baiyun Airport at 120.08% and Shanghai Airport at 119.80% compared to 2019 [31]. (b) Shipping and Ports - The SCFI (Shanghai Containerized Freight Index) reported a decline of 53.47% year-on-year as of August 1, 2025, indicating challenges in the shipping market [36]. - The CCFI (China Containerized Freight Index) also showed significant year-on-year declines across various routes, with the East America route down 40.97% [36]. (c) Road and Rail - In June 2025, rail passenger volume increased by 3.61% year-on-year, while rail freight volume rose by 2.24% [61]. - Road freight volume reached 36.51 million tons, up 2.87% year-on-year, with road passenger volume declining by 3.72% [68]. (d) Express Logistics - The express delivery industry achieved a revenue of 126.32 billion yuan in June 2025, marking a 9% increase year-on-year, with a business volume of 1.687 billion pieces [77]. 3. Key News and Announcements - The report highlights significant developments in the aviation sector, including the launch of a long-distance drone logistics route in the Guangdong-Hong Kong-Macao Greater Bay Area [84]. - Southern Airlines signed a memorandum of cooperation with Uzbekistan Airways to enhance air connectivity and service offerings [86]. - Shenzhen plans to establish over 1,200 low-altitude takeoff and landing points by the end of 2026 to support low-altitude logistics and transportation [87].

Core Points - The FTSE China A50 Index saw strong performance in banking and insurance sectors, while the oil industry experienced declines [1] Banking Sector - Everbright Bank has a market capitalization of 239.89 billion with a trading volume of 537 million, closing at 4.06, up by 0.01 (0.25%) [4] - Major banks like China Life and Ping An also showed slight increases in their stock prices [4] Insurance Sector - China Life has a market capitalization of 436.19 billion, with a trading volume of 890 million, closing at 58.21, up by 0.02 (0.05%) [4] - Ping An and China Pacific Insurance also reported minor gains in their stock prices [4] Alcohol Industry - Kweichow Moutai leads with a market capitalization of 1,782.55 billion, trading at 1,419.00, down by 0.71 (-0.40%) [4] - Other notable companies like Shanxi Fenjiu and Wuliangye showed mixed performance [4] Oil Industry - Sinopec has a market capitalization of 685.04 billion, closing at 8.47, down by 0.04 (-0.70%) [4] - China National Petroleum Corporation also experienced a decline in stock price [4] Automotive Sector - BYD has a market capitalization of 956.21 billion, closing at 104.88, down by 0.92 (-0.87%) [5] - The sector is facing challenges despite its significant market presence [5] Technology Sector - Major tech companies like CATL and Industrial Fulian reported strong trading volumes, with CATL closing at 266.48, up by 0.08 (0.40%) [5] - The semiconductor industry is also showing growth potential [5] Consumer Electronics - Companies like Luxshare Precision and Industrial Fulian are experiencing fluctuations in stock prices, with Luxshare closing at 36.24, down by 0.40 (-1.09%) [5] - The sector remains competitive with ongoing innovations [5] Pharmaceutical Sector - Hengrui Medicine has a market capitalization of 235.11 billion, closing at 45.91, up by 0.69 (1.13%) [5] - The pharmaceutical industry continues to attract investment due to its growth prospects [5]

Core Points - Antong Holdings (600179) closed at 3.16 yuan on August 1, 2025, up 0.32% from the previous week, with a market cap of 13.372 billion yuan [1] - The stock reached a high of 3.19 yuan and a low of 3.06 yuan during the week [1] Shareholder Changes - China Ocean Shipping Company increased its stake in Antong Holdings by 36.1456 million shares, representing 0.8542% of the total share capital, during the period from July 23 to July 29, 2025 [2] - The stock price rose by 0.32% during this period, closing at 3.13 yuan on July 29 [2] - After the increase, China Ocean Shipping Company and its concerted parties hold a total of 634,729,099 shares, accounting for 15.00% of the company [2][3] Company Announcements - China Ocean Shipping Company plans to further increase its stake in Antong Holdings by no less than 300 million yuan and no more than 600 million yuan within the next 12 months, with a maximum purchase price of 3.20 yuan per share [3][4] - The purpose of this increase is based on confidence in the company's future development prospects and recognition of its long-term investment value [3]

Market Overview - Global major stock indices faced pressure, primarily due to the unexpected slowdown in the US labor market and trade policy disruptions [1] - The US non-farm payrolls added only 73,000 jobs in July, the lowest monthly increase since April 2020, raising concerns about economic stagflation [1] - Major US indices saw declines: Dow Jones down 2.92%, S&P 500 down 2.36%, and Nasdaq down 2.17% [1] - European markets also weakened, with Germany's DAX down 3.27% and France's CAC40 down 3.68% [1] - Asian markets experienced declines, with Japan's Nikkei 225 down 1.58% and South Korea's composite index down 2.40% [1] Commodity Prices - Commodity prices showed mixed trends, with energy commodities performing strongly; INE crude oil rose by 3.79% [2] - Industrial metals faced pressure, with SHFE copper down 1.17% and aluminum prices also retreating [2] - Precious metals saw gains, with COMEX gold futures up 2.41% while SHFE silver fell by 4.84% [2] - The weak US employment data suppressed industrial demand expectations, while Trump's tariff policies raised supply chain concerns [2] - Global gold ETF holdings reached a historical high due to increased demand for safe-haven assets [2] Industry Performance - In the A-share market, the pharmaceutical and biotechnology sector rose by 2.95%, benefiting from favorable policies and strong growth among key drug companies [3] - The communication sector increased by 2.54%, driven by AI computing demand and accelerated 5G investments [3] - The media sector saw a 1.13% rise due to strong box office performance and the application of AI content generation technology [3] - The coal sector fell by 4.67% and non-ferrous metals by 4.62%, impacted by prior gains and weak industrial metal prices [3] - The real estate sector declined by 3.43% amid concerns over regulatory policies and industry adjustment pressures [3] Investment Focus - Short-term focus on three key areas: the artificial intelligence industry chain, innovative pharmaceuticals, and commodity supply-demand restructuring [4] - Investment strategy suggests selecting targets based on "high prosperity verification + dilemma reversal," focusing on AI computing infrastructure and innovative drug commercialization [4] - Long-term perspective indicates a likely upward trend in broad indices, with structural opportunities driven by industrial upgrades [4] - Key sectors to watch include technology (AI computing, military, innovative drugs), new consumption (smart home, health upgrades), and non-ferrous metals [4]

中国外运公告，公司董事会于二零二五年七月三十一日审议通过增持安通控股股份事项，拟自二零二五 年七月三十一日起十二个月内以自有资金增持安通控股股份，增持金额不低于人民币3亿元且不超过人 民币6亿元，增持价格不超过人民币3.2元╱股，增持方式包括协议转让、大宗交易或集中竞价等。截至 公告日，公司通过附属公司持有安通控股0.0039%股份，最终控股股东招商局合计持有约15.00%股份。 ...

中国外运：公司通过自有资金3-6亿元增持安通控股股份 金十数据8月1日讯，中国外运公告，公司拟自2025年7月31日起12个月内通过自有资金增持安通控股股 份，拟增持金额不低于3亿元，不超过6亿元，增持价格不超过3.2元/股，增持方式包括但不限于协议转 让、大宗交易或集中竞价交易等。截至本次关联交易（不含本次关联交易及日常关联交易），过去12个 月内，公司与上述同一关联人（包括招商局集团及其下属公司）的累计交易金额约为2.3亿元。 ...

证券之星消息，8月1日航运港口板块较上一交易日下跌0.25%，海峡股份领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。航运港口板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600018 | 上港集团 | 2547.37万 | | 14.30% | 422.32万 | 2.37% | -2969.70万 | -16.67% | | 600751 | 海航科技 | 2157.30万 | | 7.86% | -774.70万 | -2.82% | -1382.60万 | -5.04% | | 603565 中谷物流 | | 1748.88万 | | 8.07% | 877.41万 | 4.05% | -2626.29万 | -12.12% | | 601975 招商南油 | | 1328.81万 | | 7.45% | -77 ...

金十图示：2025年08月01日（周五）富时中国A50指数成分股今日收盘行情一览：银行股走势分化，石油、证券、医药股走软 富时中国A50指数连续 光大银行 2392.96亿市值 6.38亿成交额 4.05 0.00(0.00%) 保险 中国太保 中国平安 中国人保 机械 3608.68亿市值 3569.15亿市值 10598.36亿市值 9.02亿成交额 28.60亿成交额 6.15亿成交额 58.20 37.10 8.16 -0.36(-0.96%) -0.49(-0.83%) -0.02(-0.24%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17800.32亿市值 2182.64亿市值 4696.75亿市值 42.01亿成交额 9.39亿成交额 14.91亿成交额 1417.00 178.91 121.00 -4.67(-0.33%) -0.09(-0.05%) -0.15(-0.12%) 半导体 海光信息 北方华创 寒武纪-U HYGON 2379.85亿市值 2882.85亿市值 3201.78亿市值 49.98亿成交额 18.35亿成交额 31.52亿成交额 329.80 689.10 137.75 ...

截至2025年7月31日收盘，海峡股份股价报8.13元，较前一交易日下跌0.53元，跌幅6.12%。当日成交量 为90.53万手，成交金额达7.43亿元。 海峡股份属于航运港口板块，主要从事琼州海峡客滚运输业务。公司拥有船舶运力及港口吞吐能力，业 务范围涵盖海南与广东之间的客货运输。 7月31日，海峡股份主力资金净流出6826.73万元，占流通市值的0.38%。 风险提示：股市有风险，投资需谨慎。 公司近期在投资者互动平台表示，现有船舶运力和港口吞吐能力仍有较大富余空间，能够应对海南自贸 港封关运作后带来的车客流增长。此外，公司参股的广东琼州海峡船舶修造有限公司已承接琼州海峡主 要客滚船舶的维修业务，但预计对整体业绩影响有限。 ...