以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司近日发布公告，披露了截至2025年12月31日的证券变动月报。公告显示，秦皇岛港股份有限公司普 通股H股和A股的法定/注册股本、已发行股份及库存股份数目均无变动。H股总数为829,853,000股，面 值每股人民币1元，在香港联交所上市；A股总数为4,757,559,000股，面值每股人民币1元，在上交所上 市。本月底法定注册资本总额为人民币5,587,412,000元。本月未发生股份发行、购回、转换或注销等情 况，所有已发行股份保持不变。 最新公告列表 《秦港股份H股公告》 截至2026年1月6日收盘，秦港股份（601326）报收于3.55元，较前一交易日上涨1.43%，最新总市值为 198.35亿元。该股当日开盘3.5元，最高3.56元，最低3.49元，成交额达6523.35万元，换手率为0.39%。 ...

Group 1: Resumption of Trading - Guanshang Technology plans to acquire 100% of Liaojing Electronics through a combination of share issuance and cash payment, leading to the resumption of its stock trading. Liaojing focuses on semiconductor integrated circuits and discrete devices, with applications in aerospace, aviation, shipping, and weaponry [1] - Thinking Control has terminated its plans for a change in control, resulting in the resumption of its stock trading [1] - Baihua Pharmaceutical has also terminated its plans for a change in control, leading to the resumption of its stock trading [1] - Guosheng Technology has seen a cumulative increase of 370.2% in stock price from October 31 to January 6 and will be suspended for verification [1] - Jiamei Packaging's stock is suspended for verification due to abnormal price increases, with 12 trading days of gains [1] Group 2: Private Placement - Xiamen Port plans to issue shares and pay cash to acquire Xiamen International Port, with a transaction price of 6.178 billion yuan [2] - Zhejiang Xiantong intends to raise no more than 1.05 billion yuan through a private placement for projects related to automotive frameless sealing strips, R&D center upgrades, and working capital [2] Group 3: Equity Transfer - Chao Xun Communication's controlling shareholder Liang Jianhua plans to transfer 5% of shares through an agreement [3] Group 4: External Investment and Daily Operations - Chaoying Electronics has adjusted its investment in the AI high-end printed circuit board expansion project from 1.468 billion yuan to 3.315 billion yuan, aiming for an annual production capacity of 166,500 square meters [4] - Times New Materials has signed sales contracts for wind turbine blades with major manufacturers, totaling approximately 3.32 billion yuan (including tax) for the period from October 1, 2025, to December 31, 2025 [4] - Yihuilong has signed a strategic cooperation framework agreement with Shenzhen Brain-Machine Starlink Technology to jointly develop brain-machine interface products and promote market expansion [4] - Robotech's wholly-owned subsidiary ficonTEC Service GmbH has signed a contract worth approximately 7.7 million euros with a leading Swiss company, expected to positively impact the company's operating performance in 2026 [4] Group 5: Performance Changes - Lier Chemical expects a net profit of 460 million to 500 million yuan in 2025, representing a year-on-year increase of 113.62% to 132.19%, driven by increased demand for certain products and a rise in overall gross margin [5] - Zhongtai Co. anticipates a net profit of 420 million to 480 million yuan in 2025, marking a turnaround from losses, attributed to the manufacturing sector's overseas orders entering the delivery phase [5]

Core Insights - Guangzhou Port is projected to handle over 696 million tons of cargo and exceed 28 million TEUs in container throughput by 2025, maintaining its position among the top six ports globally [1] - The port has successfully transformed from being the largest domestic trade port to a dual circulation hub, with foreign trade cargo throughput growth of 10.73% and container throughput growth of nearly 20% [1] Group 1: Port Performance and Growth - In 2025, Guangzhou Port's foreign trade container throughput growth is among the highest in coastal ports in China, with over 50% of its container throughput being foreign trade [1] - The port has established a comprehensive shipping network, adding 10 new foreign trade routes and opening a direct route from Nansha to South America, totaling 182 foreign trade routes [2] - The port's sea-rail intermodal volume surpassed 700,000 TEUs in 2025, reflecting a year-on-year growth of 15.7% [3] Group 2: Infrastructure and Technological Advancements - Guangzhou Port has developed a seamless multi-modal transport system, connecting with rail, road, and inland waterways, and has maintained its status as the largest domestic trade container port for 17 consecutive years [3] - The Nansha Port Area has established the world's first fully automated multi-modal terminal, increasing container handling efficiency by 30% and reducing labor costs [3] - The port has implemented a 24-hour pilot service with zero waiting time, reducing the average stay time for container ships to 0.87 days [4] Group 3: Economic Impact and Strategic Partnerships - In 2025, Guangzhou signed a memorandum to deepen strategic cooperation with Maersk Group, establishing partnerships with all of the world's top ten shipping companies [2] - The Guangzhou Nansha Economic Development Conference in June 2025 resulted in the signing of 21 projects with a total investment of nearly 7 billion yuan, expected to generate additional revenue of nearly 10 billion yuan [4] - The port's automotive throughput reached 1.5032 million vehicles in 2025, with a year-on-year growth of 37.6%, highlighting its role in the automotive logistics sector [4] Group 4: Regional and Global Positioning - Guangzhou has risen to 12th place globally in the Xinhua-Baltic International Shipping Center Development Index, ranking 4th in China, showcasing its growing global influence [5] - The Guangdong-Hong Kong-Macao Greater Bay Area ports collectively account for about one-quarter of the national container handling capacity, with Guangzhou Port being the largest comprehensive hub in South China [6] - The port cluster in the Greater Bay Area is not only a cornerstone of China's foreign trade but also a critical component of the global supply chain [6]

Core Insights - China's ports are experiencing record-breaking cargo and container throughput, showcasing the resilience and vitality of the country's foreign trade [1][30] - Ningbo-Zhoushan Port has become the world's first port to surpass 1.4 billion tons in cargo throughput, maintaining its position as the global leader for 17 consecutive years [3][18] - Shandong Qingdao Port has achieved a cumulative cargo throughput of over 700 million tons ahead of schedule, marking a significant milestone in its operational efficiency [10][13] Infrastructure and Technological Advancements - Continuous upgrades in infrastructure and the implementation of smart logistics hubs are driving the surge in throughput at Chinese ports [1][20] - Qingdao Port has introduced the country's first vacuum automatic mooring system, significantly enhancing container handling efficiency and setting multiple global records [14][15] - The deployment of intelligent container terminal control systems at Tianjin Port and the use of automated guided vehicles at Shanghai Port are further improving operational efficiency [20] Expansion of Shipping Routes - Chinese ports are rapidly expanding into emerging market shipping routes, with Ningbo-Zhoushan Port launching its first Arctic route and other ports adding direct routes to Africa and the Middle East [25] - The establishment of world-class port clusters in regions such as the Bohai Sea, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area is solidifying China's position in global trade [23] Performance Metrics - In the first 11 months of 2025, China's port cargo throughput reached 1.675 billion tons, reflecting a year-on-year growth of 4.4%, while container throughput reached 32 million standard containers, up 6.6% [27] - The increase in throughput amidst a challenging global trade environment highlights the robust capabilities of Chinese ports [30]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次利润分配方案经上海国际港务（集团）股份有限公司（以下简称："公司"）2025年12月16日的2025 年第一次临时股东大会审议通过。 二、分配方案 1.发放年度：2025年半年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称："中国结算上海分公司"）登记在册的本公司全体股东。 四、分配实施办法 1.实施办法 除公司自行发放对象外，公司其他股东的现金红利委托中国结算上海分公司通过其资金清算系统向股权 登记日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理 指定交易的投资者可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂 由中国结算上海分公司保管，待办理指定交易后再进行派发。 2.自行发放对象 上海国有资本投资有限公司、亚吉投资有限公司、上海城投（集团）有限公司、上海同盛投资（集团） 有限公司、上海国有资产经营有限公司持有公司股份的现金红利 ...

Group 1 - Qingdao Port's stock price increased by 0.48% on January 5, with a trading volume of 155 million yuan [1] - The financing buy-in amount for Qingdao Port on the same day was 15.78 million yuan, while the financing repayment was 8.56 million yuan, resulting in a net financing buy-in of 7.23 million yuan [1] - As of January 5, the total financing and securities lending balance for Qingdao Port was 128 million yuan, with the financing balance exceeding the 90th percentile level over the past year, indicating a high level [1] Group 2 - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, with its main business involving the loading and unloading of various goods, logistics, and port value-added services [2] - The revenue composition of Qingdao Port includes 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [2] - For the period from January to September 2025, Qingdao Port achieved an operating income of 14.24 billion yuan, a year-on-year increase of 1.86%, and a net profit attributable to shareholders of 4.18 billion yuan, up 6.33% year-on-year [2] Group 3 - Qingdao Port has distributed a total of 13.77 billion yuan in dividends since its A-share listing, with 6.64 billion yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port included significant increases in holdings by various institutional investors, indicating growing interest [3] - Notable shareholders include the Southern S&P China A-Share Large Cap Dividend Low Volatility 50 ETF and the Hong Kong Central Clearing Limited, both of which increased their holdings compared to the previous period [3]

Core Viewpoint - The financial performance of Lianyungang Port Co., Ltd. shows a decline in revenue and net profit, alongside changes in shareholder structure and trading activity in the stock market [2][3]. Group 1: Financial Performance - For the period from January to September 2025, Lianyungang reported operating revenue of 1.87 billion yuan, a year-on-year decrease of 3.45% [2]. - The net profit attributable to shareholders for the same period was 106 million yuan, reflecting a year-on-year decline of 25.90% [2]. Group 2: Shareholder and Trading Activity - As of January 5, 2025, Lianyungang had a total of 101,400 shareholders, a decrease of 20.48% compared to the previous period [2]. - The average number of circulating shares per shareholder increased by 25.76% to 12,234 shares [2]. - On January 5, 2025, Lianyungang's stock price rose by 0.19%, with a trading volume of 173 million yuan [1]. - The financing buy-in amount for Lianyungang on the same day was 17.55 million yuan, while the financing repayment was 26.50 million yuan, resulting in a net financing outflow of 8.94 million yuan [1]. - The total financing and securities lending balance for Lianyungang was 124 million yuan, which is 1.87% of its market capitalization, indicating a low financing balance compared to the past year [1].

Group 1 - Ningbo-Zhoushan Port is projected to achieve a cargo throughput of over 1.4 billion tons by 2025, maintaining its position as the world's largest port for 17 consecutive years, with container throughput exceeding 43 million TEUs, ranking third globally [2] - The port will have 309 container shipping routes connecting over 700 ports in more than 200 countries and regions, with nearly 300 vessels arriving and departing daily, and a connectivity index ranking second globally [2] - The sea-rail intermodal transport business is expected to exceed 2 million TEUs by 2025, with over 110 routes covering 69 cities across 16 provinces [2] Group 2 - Guangdong province emphasizes the need for extraordinary thinking, strength, and measures to enhance investment work, focusing on key projects and ensuring resource allocation [3] - The province plans to detail annual and quarterly investment plans and implement a major project coordination mechanism to accelerate construction and promote effective investment [3] Group 3 - WeChat Mini Programs launched an AI application and online tools growth plan, providing comprehensive support including cloud development resources, AI computing power, data analysis, and traffic incentives for the entire year of 2026 [4] - The plan aims to empower the mini program ecosystem with AI and traffic support, serving as a new growth engine [4] Group 4 - China Aerospace Science and Technology Corporation's commercial rocket company increased its registered capital from 1 billion RMB to 1.396 billion RMB, a growth of 39.6% [5] - The company focuses on civil aerospace launch technology services, rocket control system R&D, and rocket engine manufacturing [5] Group 5 - The China Consumers Association reported complaints regarding a game where minors made large in-game purchases without parental consent, with an average complaint amount of 2,551.57 RMB [6] - Many minors obtained parents' payment passwords through unauthorized means, leading to significant financial disputes [6] Group 6 - TSMC's 2nm process is expected to reach an initial monthly capacity of approximately 35,000 wafers, with projections to increase to 140,000 wafers per month by the end of 2026, surpassing previous market estimates [7] - The capacity increase is attributed to the ramp-up of new fabs in Hsinchu and Kaohsiung [7] Group 7 - Toyota Tsusho announced the acquisition of Toyota and Hino's dealership business in Ghana, aiming to directly operate these businesses [8] Group 8 - Lei Jun responded to the "wheel loss insurance" issue, highlighting the safety design of luxury vehicles and emphasizing Xiaomi's commitment to vehicle safety [9] Group 9 - Recent reports indicate that Fang Yunzhu and Zhang Yong from Nezha Automobile have been listed as executors for a financial obligation exceeding 1.05 million RMB [10] Group 10 - Microsoft China CEO Hou Yang denied rumors of joining ByteDance, clarifying the misinformation through social media [11] Group 11 - Romaishi has extended its suspension of operations, initiating a "rebirth plan" for restructuring, with customer service remaining operational during this period [12] Group 12 - Alibaba's Gaode has developed a world model and plans to open-source it soon, with its model currently ranked first according to WorldScore [14]

新年刚上班，两份港口的"成绩单"就摆在了眼前： 连续17年雄踞中国内贸第一港的广州港，外贸集装箱占比首次突破50%；深圳港集装箱吞吐量突破3500 万标箱，创下历史新高。 看似是两件事，说的却是同一个趋势：在全球贸易的版图上，粤港澳大湾区的港口群，正在改变打法。 广东"十五五"规划建议多次提及港口群，明确提出打造世界一流港口群，强化大机场、大港口的整体统 筹、功能集成。 2025年，以香港为国际航运中心，广州港、深圳港为枢纽，东莞港、佛山港等为喂给港的粤港澳大湾区 港口群，集装箱处理能力约占到全国总量的四分之一。大湾区这片中国最繁忙的港口群，用实实在在的 行动，划出了三条通向"世界最强"的清晰轨迹。 第一，越是风高浪急，越要把大门敞开。当"逆全球化"的声音不时传来，这里的港口，正把航线铺向更 远的地方。 广州港一年新增10条外贸航线，首次把航线直接拉到了南美西海岸；深圳港的"国际朋友圈"扩大到29个 友好港。它们没有收缩，反而把网络织得更密。广州港目前已与全球100多个国家和地区的400多个港口 建立了紧密的航运联系，深圳港国际集装箱班轮航线累计达279条，覆盖全球6大洲12大航区。 这张不断延伸的航线网络， ...

威海市人民政府： 山东省政府网站1月5日发布《山东省人民政府关于威海港口岸友联修船(山东)有限公司#4舾装码头1号泊位和石岛港口岸海成渔港1#泊位、赤山渔港2#泊 位对外启用的批复》。 山东省人民政府 关于威海港口岸友联修船(山东)有限公司 #4舾装码头1号泊位和石岛港口岸海成 你市《关于威海港口岸友联修船(山东)有限公司#4舾装码头1号泊位和石岛港口岸海成渔港1#泊位、赤山渔港2#泊位申请对外启用的请示》(威政请字 〔2025〕20号)收悉。经省政府有关部门和中央驻鲁口岸查验单位验收，威海港口岸友联修船(山东)有限公司#4舾装码头1号泊位和石岛港口岸海成渔港1# 泊位、赤山渔港2#泊位符合对外启用条件，批准其对外启用。 对外启用的批复 鲁政字〔2026〕1号 渔港1#泊位、赤山渔港2#泊位 2026年1月2日 山东省人民政府 ...