格隆汇10月10日丨珠海港(000507.SZ)公布，2025年三季度，货物吞吐量达14,779,636吨，同比减少 5.44%，其中，长江流域货物吞吐量达4,326,521吨，同比增长13.35%；珠江流域货物吞吐量达 10,453,115吨，同比减少11.51%。 ...

珠海港（000507）(000507.SZ)披露2025年三季度码头业务量数据，公司2025年三季度货物吞吐量 1477.96万吨，同比下降5.44%。 ...

智通财经APP讯，珠海港(000507.SZ)披露2025年三季度码头业务量数据，公司2025年三季度货物吞吐量 1477.96万吨，同比下降5.44%。 ...

Group 1 - Zhuhai Port's cargo throughput for the third quarter of 2025 is 14.7796 million tons, a year-on-year decrease of 5.44% [1] - The cumulative cargo throughput for the year is 41.7485 million tons, reflecting a year-on-year increase of 1.25% [1] Group 2 - Tongling Nonferrous Metals announced that there is only half a trading day left until the "Tongling Ding 02" convertible bond stops conversion and is redeemed [1] - After the market closes on October 10, 2025, any unconverted "Tongling Ding 02" bonds will stop conversion, and the remaining convertible bonds will be forcibly redeemed, potentially leading to losses for investors [1]

证券之星消息，10月9日，青岛港（601298）融资买入1741.74万元，融资偿还1477.6万元，融资净买入 264.15万元，融资余额1.17亿元，近3个交易日已连续净买入累计1076.91万元。 | 交易日 | 融资净买入(元) | | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | --- | | 2025-10-09 | | 264.15万 | 1.17亿 | 0.26% | | 2025-09-30 | | 509.82万 | 1.15亿 | 0.25% | | 2025-09-29 | | 302.94万 | 1.10亿 | 0.24% | | 2025-09-26 | | -528.36万 | 1.07亿 | 0.23% | | 2025-09-25 | | 54.39万 | 1.12亿 | 0.25% | 融券方面，当日融券卖出0.0股，融券偿还5.28万股，融券净买入5.28万股，融券余量400.0股。 融资融券余额1.17亿元，较昨日上涨1.91%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- ...

10月1日至6日，全港进出船舶642艘次，同比增长16.3%，南沙集装箱班轮同比增长15.3%，粮食船舶到 港量同比增长81.2%，在台风过境后全面恢复国际航线正常班期，10月5日单日调度船舶182艘次，引航 站保障97艘次船舶安全进出，以最快速度重建物流通道，保障了跨境电商消费品、"一带一路"特色商品 等民生物资的快速流转。(完) 中新网广州10月8日电 (记者 蔡敏婕)记者7日从广州市港务局获悉，1日至6日，广州港完成货物吞吐量 898.9万吨，同比增长7.2%；集装箱吞吐量39.6万TEU(标准箱)，同比增长3.8%。 针对节假日汽车消费需求上升的特点，广州港重点保障滚装汽车运输通道畅通。今年国庆中秋假期期间 共有13艘滚装船靠泊广州南沙口岸装运汽车出口，约1.1万辆汽车将完成出口，创历史同期新高，其中 三成是新能源汽车。 ...

Group 1: Company Performance - Jinli Permanent Magnet expects a net profit of 505 million to 550 million yuan for the first three quarters of 2025, representing a year-on-year increase of 157% to 179% [1] - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan for the first three quarters of 2025, reflecting a significant year-on-year growth of 858.45% to 1,071.44% [2] - Wide Special Materials forecasts a net profit of approximately 248 million yuan for the first three quarters of 2025, indicating a year-on-year increase of around 213.92% [6] Group 2: Product Development and Innovations - Jinli Permanent Magnet has established a division for embodied robot motor rotors, with small batch deliveries of related products expected in the first three quarters of 2025 [1] - Ganfeng Lithium has a complete integrated layout for solid-state batteries and has developed key components, including high-energy density batteries with a range of 320Wh/kg to 550Wh/kg [2] - Xingqi Eye Medicine received clinical trial approval for SQ-129, a new drug for treating diabetic macular edema, with no similar products approved domestically or internationally [4] Group 3: Strategic Investments and Projects - Tianhe Magnetic Materials plans to invest 850 million yuan in high-performance rare earth permanent magnet projects, with total investment expected to reach 900 million yuan [7] - Time Space Technology is planning to acquire control of Shenzhen Jiahe Jingwei Electronic Technology Co., Ltd. through a combination of share issuance and cash payment [9] - The company has initiated a project to enhance production capacity and efficiency in offshore wind power casting, contributing to profitability [6]

Core Insights - The holiday economy shows a steady increase, with a daily average of 154 million people traveling across regions during the first five days of the National Day and Mid-Autumn Festival, representing a year-on-year increase of 5.4% [1] - There is a notable increase in outbound and overseas travel flights, exceeding 12% [1] - Consumer spending is driven by two main themes: "cost-performance ratio" and "emotional value" [1] Travel and Tourism - Strong demand for homecoming and tourism travel is observed [1] - Different provinces and cities show growth in tourist reception and tourism revenue, although the growth rates vary significantly [1] - Movie consumption remains subdued, influenced by film quality, with ticket prices continuing to decline [1] Consumer Goods - The automotive sector performs well due to the impending expiration of subsidies and the launch of new models [1] - Home appliance consumption is affected by high base disturbances, but smart and green categories show strong performance [1] Real Estate and Land Market - Real estate sales see a holiday decline, with year-on-year variations due to base disturbances [1] - The land market remains relatively cold [1] Economic Indicators - Infrastructure investment is ramping up, with the issuance of special bonds at the fastest pace in recent years [1] - Post-holiday restocking drives accelerated port operations [1] - Production slows down before the holiday, while consumer goods prices show significant increases, particularly in food and beverages [1] - Industrial product prices experience a slight decline [1] - Liquidity remains ample, with the US dollar index returning above 98 [1]

Core Viewpoint - The company announced a temporary suspension of the conversion of "Beibu Gulf Convertible Bonds" due to the implementation of the 2025 mid-term equity distribution, with specific dates outlined for the suspension and resumption of conversion [1] Group 1 - The "Beibu Gulf Convertible Bonds" (bond code: 127039) will be suspended from conversion starting October 13, 2025, until the equity registration date for the distribution [1] - The conversion period for the bonds is from January 5, 2022, to June 28, 2027, and trading will continue normally during the suspension period [1] - The company provided details on the adjustment method and calculation formula for the conversion price [1]

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]