4月16日，重庆港今日收盘5.61元，上涨10.00%，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10.70倍，创95天以来新低，总市值66.58亿元。 本文源自：金融界 作者：行情君 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14.23倍，行业中值14.56倍，重庆港排名 第10位。 截至2024年三季报，共有9家机构持仓重庆港，其中基金9家，合计持股数179.50万股，持股市值0.09亿 元。 重庆港股份有限公司主营业务是港口中转运输业务和综合物流业务，公司的主要产品及服务为装卸及客 货代理业务、综合物流业务、商品贸易业务、爆破施工业务。公司港口码头通过能力强。近年来通过对 港口码头建设投资及改(扩)建,已基本形成了集装箱、件杂散货、商品车和化工等专业化码头(群),港口货 物通过能力和集装箱吞吐能力位居西南地区首位。公司集装箱竞争优势明显。公司是长江上游和西南地 区规模最大、装卸工艺最先进、服务质量最优质的集装箱枢纽港,目前公司集装箱年吞吐量占重庆水路 集装箱年吞吐量的85%以上。 最新一期业绩显示，2024年三季报，公司实现营业收入34.58亿元，同比-15.64%；净利润 ...

Group 1 - The core viewpoint of the article highlights that Xiamen Port Authority's stock price closed at 8.19 yuan, up 5.41%, with a rolling PE ratio of 30.42, marking a new low in 20 days, and a total market capitalization of 6.075 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.23, with a median of 14.56, placing Xiamen Port Authority at the 30th position in the industry ranking [1] - As of February 28, 2025, the number of shareholders for Xiamen Port Authority increased by 2,533 to a total of 41,055, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Xiamen Port Authority's main business segments include bulk cargo handling and storage, port logistics services, and port trade, with key products such as bulk cargo handling, tugboat services, agency services, intermodal transport, and cross-border e-commerce logistics [1] - The latest financial results for the year 2024 show that the company achieved an operating revenue of 22.147 billion yuan, a year-on-year decrease of 3.40%, and a net profit of 200 million yuan, down 13.84%, with a gross profit margin of 2.84% [1]

Group 1 - The electronic sector experienced a significant net outflow of over 61 billion yuan, indicating a bearish sentiment in this industry [1][3] - Other sectors such as transportation, shipping ports, and social services saw net inflows, with transportation leading at 4.13 billion yuan [1][2] - The new energy and computer sectors also faced substantial net outflows of 50.34 billion yuan and 44.48 billion yuan, respectively [3] Group 2 - The top stock with net inflow was Jilun Intelligent, attracting 5.89 billion yuan, reflecting strong investor interest [4] - Other notable stocks with significant net inflows included Lianyungang and Hanwujiyu, with inflows of 4.53 billion yuan and 3.58 billion yuan, respectively [4] - On the sell side, Hangang Co. saw the largest net outflow of 6.09 billion yuan, indicating a potential sell-off in this stock [5]

Group 1 - Qingdao Port's closing price on April 15 was 8.81 yuan, down 1.67%, with a rolling PE ratio of 10.92 times and a total market value of 57.187 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.03 times, with a median of 14.59 times, placing Qingdao Port at the 11th position in the industry ranking [1][3] - As of the 2024 annual report, 259 institutions hold shares in Qingdao Port, including 250 funds, with a total shareholding of 497,658.68 million shares valued at 45.337 billion yuan [1] Group 2 - Qingdao Port International Co., Ltd. specializes in the loading and unloading of various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [2] - The company has received numerous honors, including the National Quality Management Award and recognition as a "Green Port," and is considered one of the five exemplary benchmarks for world-class ports in China [2] - For the latest fiscal year, Qingdao Port reported an operating income of 18.941 billion yuan, a year-on-year increase of 4.23%, and a net profit of 5.235 billion yuan, up 6.33%, with a gross profit margin of 35.45% [2]

Company Overview - Nanjing Port closed at 6.75 yuan on April 15, down 1.46%, with a rolling PE ratio of 22.19 times and a total market value of 3.307 billion yuan [1] - The company is primarily engaged in the storage and transshipment of crude oil and liquid chemical products, making it the largest port transportation enterprise for oil and liquid chemicals in China's inland rivers [1] - Nanjing Port has developed into a comprehensive port area for various oil and chemical products, serving as an ideal hub for oil and liquid chemical raw materials in the middle and lower reaches of the Yangtze River [1] Financial Performance - For the third quarter of 2024, the company reported operating revenue of 727 million yuan, a year-on-year decrease of 7.32%, and a net profit of 124 million yuan, down 7.91%, with a gross profit margin of 45.60% [1] Industry Comparison - The average PE ratio for the shipping and port industry is 14.03 times, with a median of 14.59 times, placing Nanjing Port at the 28th position in the industry ranking [2] - The industry average market capitalization is 27.549 billion yuan, while the median is 13.205 billion yuan [2]

Group 1 - The core viewpoint of the article highlights that Beibu Gulf Port's stock price closed at 10.8 yuan, marking a 3.05% increase, with a rolling PE ratio of 20.18, the lowest in 728 days, and a total market capitalization of 24.598 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.54, with a median of 14.67, placing Beibu Gulf Port at the 27th position in the industry ranking [1] - As of the Q3 2024 report, 101 institutions hold shares in Beibu Gulf Port, with a total of 18.8592 million shares valued at 149 million yuan [1] Group 2 - Beibu Gulf Port's main business activities include container and bulk cargo handling, storage, and port services, with key operations in port loading and unloading, tugboat services, cargo surveying, and agency services [1] - The latest performance report for Q3 2024 shows that the company achieved an operating revenue of 4.902 billion yuan, a year-on-year increase of 0.13%, and a net profit of 916 million yuan, reflecting a year-on-year increase of 8.06%, with a sales gross margin of 31.09% [1]

Group 1 - The closing price of Yantian Port is 4.69 yuan, down 1.26%, with a rolling PE ratio of 18.13 times and a total market value of 24.386 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.54 times, with a median of 14.67 times, placing Yantian Port at the 24th position in the industry ranking [1] - As of September 30, 2024, Yantian Port has 55,833 shareholders, a decrease of 1,053 from the previous period, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, construction and operation of supporting transportation facilities, and warehousing and industrial facility construction and operation [1] - The latest financial report for Q3 2024 shows that the company achieved an operating income of 613 million yuan, a year-on-year decrease of 9.52%, and a net profit of 1.004 billion yuan, a year-on-year increase of 5.70%, with a gross profit margin of 24.93% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Liaoport Co., Ltd, indicating a decline in revenue and profit compared to the previous year [1][2] - As of April 11, Liaoport's stock closed at 1.5 yuan, down 1.32%, with a rolling PE ratio of 31.35 times and a total market capitalization of 35.858 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.54 times, with Liaoport ranking 31st among its peers [1][2] Group 2 - The company reported a revenue of 11.067 billion yuan for the year 2024, representing a year-on-year decrease of 9.44%, and a net profit of 1.144 billion yuan, down 14.83% [1] - The sales gross margin for the company stands at 21.50% [1] - As of March 31, 2014, the number of shareholders for Liaoport was 89,923, a decrease of 3,348 from the previous count, with an average holding value of 352,800 yuan per shareholder [1]

Investment Rating - The investment rating for the company is "Buy" [6][4]. Core Views - The domestic chemical shipping market is experiencing a decline in freight rates, with a projected decrease of 5% in 2024. However, the company's domestic business gross margin is expected to improve to 40.6% from 36% in 2023, attributed to long-term contracts with major clients [1][4]. - Global chemical shipping rates are at historically high levels but are expected to start declining in the second half of 2024. The company's foreign business gross margin is projected at 29% for 2024, which may be impacted by falling freight rates [2][4]. - The company's shipping capacity is expected to grow significantly, with a 48% increase in 2023 and a 12% increase in 2024, leading to revenue growth of 58% and 22% respectively, and net profit growth of 22% and 39% [3][4]. Financial Projections - The company's revenue is projected to reach 1,858.22 million yuan in 2025, with a growth rate of 22.68%. The net profit attributable to the parent company is expected to be 405.88 million yuan, reflecting a growth rate of 15.83% [5][22]. - The company's EBITDA is forecasted to be 783.00 million yuan in 2025, with a corresponding increase in net profit margins [5][22]. - The company maintains a strong financial position with a projected net profit of 4.06 billion yuan for 2025, down from an earlier estimate of 5.24 billion yuan, while introducing new profit forecasts for 2026 and 2027 [4][22]. Market Context - The domestic chemical shipping market is nearing a supply-demand inflection point, with some major shipowners shifting capacity to foreign trade routes due to declining domestic rates [1][2]. - The global chemical shipping capacity is expected to grow at rates of 4.9% and 5.7% in 2025-26, which may exert pressure on future freight rates [2][16].

4月10日，南京港今日收盘7.15元，上涨3.17%，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23.50倍，创78天以来新低，总市值35.03亿元。 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14.21倍，行业中值14.75倍，南京港排名 第28位。 股东方面，截至2025年3月31日，南京港股东户数22269户，较上次减少680户，户均持股市值35.28万 元，户均持股数量2.76万股。 南京港股份有限公司是一家主要从事管道原油和内外贸海轮进江原油、液体化工产品的储存、中转的公 司,是目前我国内河最大的石油、液体化工产品中转储存的港口运输企业。现已发展成为集管道原油、 成品油、乙二醇、环已醇、环已烷、环已酮、对二甲苯、苯乙烯、萘、硫酸、磷酸、液碱、沥青、糖蜜 等多种石油、化工中转储存的综合港区,是长江中下游地区理想的石油及液体化工原料集疏换装基地。 最新一期业绩显示，2024年三季报，公司实现营业收入7.27亿元，同比7.32%；净利润1.24亿元，同比 7.91%，销售毛利率45.60%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)28南京港23.5023.50 ...