证券代码：600350 证券简称：山东高速 编号：2025-061 山东高速股份有限公司 本公司董事会及全体董事保证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。 经 2024 年 5 月 9 日召开的公司 2023 年年度股东大会审议批准，公司按照中 国银行间市场交易商协会（下称"交易商协会"）的相关规定，向交易商协会申 请统一注册非金融企业债务融资工具，具体包括超短期融资券、短期融资券、中 期票据（含长期限含权中期票据）、PPN（非公开定向债务融资工具）和 ABN（资 产支持票据）等，在中国银行间市场交易商协会注册有效期内一次或择机分期发 行。（相关决议公告详见《中国证券报》《上海证券报》《证券时报》《证券日 报》及上海证券交易所网站）。 行工作，该募集资金已到达公司指定账户，现将有关发行情况公告如下： 特此公告。 山东高速股份有限公司 2025 山东高速股份有限公司董事会 | 债券名称 | | | | 债券简称 | 25 鲁高速股 | | MTN002 | | | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：600350 证券简称：山东高速 公告编号：2025-065 山东高速股份有限公司 关于召开2025年第三次临时股东大会的通知 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： ? 股东会召开日期：2025年9月16日 ? 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、 召开会议的基本情况 (一)股东会类型和届次 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 16 日 11 点 00 分 召开地点：山东省济南市奥体中路 5006 号公司 22 楼会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 9 月 16 日 至2025 年 9 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9: ...

Group 1: Financial Performance - The company reported significant changes in financial data for the first half of 2025, with specific focus on traffic volume and toll revenue across major routes [3] - The traffic volume for Guangzhu East and Guanghui Expressways showed expected year-on-year changes, with Guangzhu East experiencing a decline in toll revenue due to the diversion caused by the Shenzhen-Zhongshan Channel [3] - The traffic volume for Fokai Expressway decreased more than expected due to the impact of the Shenzhen-Zhongshan Channel and the opening of Zhongkai Expressway [3] Group 2: Capital Expenditure and Projects - The company's recent capital expenditures are primarily focused on the investment in the expansion projects of its controlled expressways, including Guangzhu East, Guanghui, and Yuezhang Expressways [3] - The company is committed to funding these projects according to their construction progress to meet financial requirements [3] Group 3: Impact of Infrastructure Changes - The company anticipates ongoing traffic diversion effects from the Shenzhen-Zhongshan Channel on Guangzhu East and Fokai Expressways throughout the year, with the extent of the impact to be monitored [3] - The company has implemented traffic management strategies to minimize the impact of construction on traffic flow during expansion projects [3]

每经AI快讯，山东高速（SH 600350，收盘价：9.12元）8月29日晚间发布公告称，公司第六届第七十九 次董事会会议于2025年8月28日在公司22楼会议室以现场会议与通讯表决结合的方式召开。会议审议了 《2025年半年度报告及其摘要》等文件。 2024年1至12月份，山东高速的营业收入构成为：高速公路通行费占比33.88%，建造服务收入占比 26.27%，销售商品收入占比12.09%，机电工程施工收入占比10.53%，铁路运输收入占比8.76%。 截至发稿，山东高速市值为441亿元。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 王晓波） ...

智通财经APP获悉，瑞银发布研报称，江苏宁沪高速公路(00177)上半年经常性净利润同比跌12%，低于 该行及市场预期，主要与江苏银行去年下半年的中期股息支付有关。若排除该笔股息收入，集团上半年 经常性净利润亦仅有2%同比增长，仍低于预期，主要由于扩建工程导致高速公路车流量严重下跌。基 于路费收入表现疲弱，该行将2025至27年的盈利预测下调7%至9%，并料2025至28年的股息增长空间有 限，维持中性评级，目标价由11.6港元降至10.2港元。 （原标题：瑞银：降江苏宁沪高速公路(00177)目标价至10.2港元 维持"中性"评级） ...

Core Viewpoint - Shenzhen Expressway Company Limited (00548) reported toll revenue for various projects in July 2025, indicating a diversified income stream from multiple expressway segments [1] Revenue Summary - Meiguan Expressway generated toll revenue of RMB 13.475 million [1] - Jihe East Section recorded toll revenue of RMB 62.364 million [1] - Jihe West Section achieved toll revenue of RMB 50.53 million [1] - Yangjiang Project brought in toll revenue of RMB 69.475 million [1] - Outer Ring Project's toll revenue amounted to RMB 113 million [1]

山东高速公告，2025年上半年营业收入107.39亿元，同比下降11.52%。净利润16.96亿元，同比增长 3.89%。 ...

Core Viewpoint - Fujian Expressway (600033.SH) reported a slight increase in revenue and net profit for the first half of the year, indicating stable performance in the expressway sector despite minor fluctuations in toll revenue distribution [1] Financial Performance - The company achieved an operating income of 1.485 billion yuan, representing a year-on-year growth of 0.56% [1] - The expressway toll distribution income was 1.470 billion yuan, with a year-on-year increase of 0.48% [1] - The net profit attributable to the parent company was 546 million yuan, reflecting a year-on-year growth of 2.74% [1] - Earnings per share stood at 0.1988 yuan, with a weighted average return on equity of 4.58% [1] Segment Performance - The Quanzhou-Xiamen section generated a distribution income of 603 million yuan, up by 0.80% year-on-year [1] - The Fuzhou-Quanzhou section reported a distribution income of 795 million yuan, showing a slight decrease of 0.11% year-on-year [1] - The Roning section achieved a distribution income of 72 million yuan, with a year-on-year increase of 4.57% [1]

Core Viewpoint - UBS reports that Jiangsu Ninhuhighway (600377) experienced a 12% year-on-year decline in recurring net profit for the first half of the year, falling short of both UBS and market expectations, primarily due to the mid-year dividend payment from Jiangsu Bank (600919) in the second half of last year [1] Financial Performance - Excluding the dividend income, the group's recurring net profit for the first half of the year only grew by 2% year-on-year, which still did not meet expectations [1] - The significant drop in highway traffic volume was attributed to expansion projects [1] Earnings Forecast and Valuation - Due to weak toll revenue performance, UBS has revised down its earnings forecast for 2025 to 2027 by 7% to 9% [1] - Limited dividend growth potential is anticipated for 2025 to 2028, leading to a neutral rating and a target price reduction from HKD 11.6 to HKD 10.2 [1]

Core Points - The Shanghai Composite Index opened lower but rose later, with the CSI 300 Transportation Infrastructure Index reported at 1255.20 points [1] - The CSI 300 Transportation Infrastructure Index has seen a decline of 3.23% over the past month, 5.20% over the past three months, and 11.11% year-to-date [2] Industry Summary - The CSI 300 Index categorizes its 300 sample stocks into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing analytical tools for investors [2] - The CSI 300 Transportation Infrastructure Index has a market composition of 74.51% from the Shanghai Stock Exchange and 25.49% from the Shenzhen Stock Exchange [2] - Within the holdings of the CSI 300 Transportation Infrastructure Index, the airport sector accounts for 47.74%, the highway sector for 33.38%, and the port sector for 18.88% [2] Sample Adjustment Information - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [3] - Weight factors are generally fixed until the next scheduled adjustment, but can be altered in the event of temporary adjustments due to changes in the CSI 300 Index samples [3] - Special events affecting sample companies, such as mergers or delistings, will lead to corresponding adjustments in the CSI 300 industry index samples [3]