MACD金叉信号形成，这些股涨势不错！ 格隆汇9月3日丨顺丰控股(002352.SZ)公布，2025年9月3日，公司通过股份回购专用证券账户以集中竞 价方式首次回购公司A股股份1,185,000股，回购总金额为人民币49,782,467.09元（不含交易费用），回 购股数占公司目前总股本0.02%，平均成交价为人民币42.01元/股（最高成交价为人民币42.23元/股，最 低成交价为人民币41.75元/股）。本次回购符合相关法律法规的要求，符合既定的回购方案。 ...

长久物流公告，公司董事会近日收到副总经理卢玉亮的辞职报告。卢玉亮因个人原因辞去副总经理职 务，辞职报告自送达董事会之日起生效。卢玉亮将不再担任公司任何职务。其辞职不会影响公司正常生 产经营，公司将按相关规定做好交接工作。截至公告披露日，卢玉亮未持有公司股份，不存在未履行完 毕的公开承诺。 ...

智通财经APP获悉，9月3日，中国物流与采购联合会发布的2025年8月份中国物流业景气指数为50.9%， 较上月回升0.4个百分点。 中国物流信息中心主任刘宇航认为：随着促消费、稳投资、保民生各项政策逐步落实，产业链供应链加 速联动，物流业务总量和新订单业务量增速较快，东中西部地区均衡增长，物流景气指数保持扩张态 势。后期来看，业务活动预期指数连续保持在55%以上高景气区间，企业预期向好态势不变。 业务总量指数保持扩张态势。业务总量指数为50.9%，环比回升0.4个百分点，持续保持扩张区间。 新订单指数稳定在扩张区间。物流企业新订单指数为52.3%，今年连续7个月保持景气区间运行，多式 联运领域和水上运输业新订单指数环比大幅增长。 物流服务价格指数继续回升。物流服务价格指数环比回升0.3个百分点，两个月累计上升0.5个百分点。 市场预期保持高位。业务活动预期指数为55.8%，环比回升0.2个百分点，业务活动预期指数前8个月均 值为55.4%，比上年同期高0.4个百分点。 ...

证券之星消息，9月3日物流板块较上一交易日下跌0.1%，天顺股份领跌。当日上证指数报收于3813.56， 下跌1.16%。深证成指报收于12472.0，下跌0.65%。物流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) | | | --- | --- | --- | --- | --- | --- | --- | | 600233 | 圆通速 | 17.63 | 4.75% | 29.65万 | | 5.15亿 | | 300873 | 海晨股份 | 23.27 | 2.74% | 14.62万 | | 3.47亿 | | 600603 | ST广物 | 9.11 | 2.59% | 18.34万 | | 1.67亿 | | 603813 | *ST原尚 | 18.61 | 0.70% | 1.32万 | | 2477.25万 | | 605050 | 福然德 | 17.53 | 0.63% | 21.40万 | | 3.83亿 | | 002352 | 顺丰控股 | 42.03 | 0.50% | 60.98万 | | 25.647 | | 603713 ...

Investment Rating - The report maintains a "Buy" rating for the company [1][5] Core Views - The company reported a revenue of RMB 2.326 billion for the first half of 2025, representing a year-on-year growth of 27.54%. However, the net profit attributable to shareholders decreased by 80.66% to RMB 10.1688 million due to lower vehicle transport prices and other factors [3][8] - The report suggests that the recent special governance actions may lead to an industry cleanup, potentially improving the competitive landscape and restoring profitability for the company [3][8] Summary by Sections Financial Performance - The company’s revenue for 2025 is projected to be RMB 4.590 billion, with a growth rate of 9.9%. The net profit is expected to decline to RMB 310 million in 2025, a decrease of 60.6% compared to the previous year [7][9] - The EBITDA for 2025 is estimated at RMB 481 million, with a significant increase in operating cash flow, which rose by 150.68% to RMB 220 million in the first half of 2025 [8][9] Market Position and Strategy - The company is actively developing a multimodal transport system to optimize cost control and improve operational efficiency. It has a fleet of over 2,400 vehicles and several ships to support its logistics operations [8] - The special governance actions initiated by the Ministry of Transport and other authorities aim to address issues in the vehicle transport sector, which may lead to the elimination of non-compliant operators and enhance the overall market structure [8]

证券之星消息，9月2日，中国外运（601598）融资买入945.81万元，融资偿还552.01万元，融资净买入 393.8万元，融资余额1.09亿元，近3个交易日已连续净买入累计456.14万元，近20个交易日中有13个交 易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-02 | 393.80万 | 1.09亿 | 0.37% | | 2025-09-01 | 22.16万 | 1.05 Z | 0.35% | | 2025-08-29 | 40.18万 | 1.05亿 | 0.35% | | 2025-08-28 | -75.19万 | 1.05亿 | 0.35% | | 2025-08-27 | 257.91万 | 1.06亿 | 0.36% | 融券方面，当日融券卖出4100.0股，融券偿还3.26万股，融券净买入2.85万股，融券余量17.24万股。 | 交易日 | (路) 田園虎旅遊 | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- ...

每日港股評析 港股早晨快訊 2025 年 9 月 3 日星期三 2012-01- 17 市場回顧 中港股市短期展望 恒指受制 26,000 點：中美雙方同意延長 5 月中旬達成的 90 天關稅休戰 協議，同時美國與更多國家達成協議，關稅戰局勢緩和。另外，聯儲局主 席鮑威爾在全球央行年會上表示，風險平衡轉變可能需要調整政策立場， 減息預期升溫。另一邊廂，內地上半年經濟較預期中平穩，現階段加推經 濟刺激方案的意願不大，企業盈利改善有限。港股大市成交活躍，風險偏 好尚算積極，資金於不同板塊輪動。預期大市繼續高位整固，恒指短期阻 力參考 26,000 點。 短期看好板塊 今日市場焦點 ➢ 中國 8 月財新服務業 PMI；美國聯儲局褐皮書； 宏觀焦點 ➢ 官媒指內地快遞業「反內捲」步伐加快，電商核心區域加價； 上交所8月A股新開戶數逾265萬戶，按年增1.65倍； 「滬六條」實施後首周，據報上海二手房成交量顯著攀升； 企業消息 ➢ A股極米科技籌劃發H股赴港IPO；快倉智能據報秘密申請香港上市； 阿里巴巴(9988)與Bosch深化戰略合作，聚焦AI賦能業務創新等； 蔚來(9866)第二季經調整虧損收窄，第三季指引遜預 ...

Group 1 - The report highlights that the overall economic environment is favorable for the bond market, but structural changes may arise if the stock market continues to perform well, potentially diverting demand from bonds [4] - The report indicates that in H1 2025, Weichai Power's revenue reached 113.15 billion yuan, with a year-on-year growth of 0.6%, while the net profit attributable to shareholders decreased by 4.4% to 5.64 billion yuan [6][7] - The report notes that the heavy truck market in China is recovering, with wholesale sales increasing by 7% in H1 2025, and Weichai Power's engine sales reached 362,000 units, a 41% increase year-on-year [7][8] Group 2 - The report states that the REITs market has seen a significant breakthrough with the approval of the first foreign consumer REITs, indicating a growing interest in this investment vehicle [10][11] - The report mentions that the revenue of Hangcha Group reached 9.302 billion yuan in H1 2025, reflecting an 8.74% year-on-year increase, with a net profit of 1.121 billion yuan, up 11.38% [14][15] - The report highlights that the sales volume of industrial vehicles in China reached 739,000 units in H1 2025, with a year-on-year increase of 11.66%, indicating a robust market demand [15][16] Group 3 - The report indicates that Dou Shen Education achieved a revenue of 450 million yuan in H1 2025, representing a year-on-year growth of 36.13%, with a net profit of 104 million yuan, up 50.33% [20][21] - The report states that Weilon Co., Ltd. reported a revenue of 272 million yuan in H1 2025, with a year-on-year increase of 12.86%, and a net profit of 59 million yuan, up 15.14% [24] - The report notes that China Construction Bank's revenue grew by 10.36% year-on-year in Q2 2025, with a significant contribution from non-interest income, which increased by 18.53% [28][29] Group 4 - The report highlights that Anhui Heli's revenue reached 9.4 billion yuan in H1 2025, with a year-on-year increase of 6.2%, and a net profit of 800 million yuan, down 4.6% [32][33] - The report indicates that the entertainment sector, particularly Cat Eye Entertainment, saw a revenue of 2.47 billion yuan in H1 2025, reflecting a year-on-year growth of 13.9%, despite a net profit decline of 37.3% [38][39] - The report mentions that Jingwei Hengrun achieved a revenue of 2.908 billion yuan in H1 2025, with a year-on-year growth of 43.48%, and successfully turned a profit in Q2 2025 [42][43]

利润整体承压背后，互联网行业正在经历由传统发展路径向新路线转型的阵痛。新一轮技术浪潮下，为了抢占未来的竞争高地，已有多家互联 网大厂主动开展变革，收缩非核心业务，将资源进一步集中到主业。 区域层面看，京津冀地区增长速度最快，其次为东部地区和长三角地区。工信部同时提到，1—7月份，互联网业务累计收入居前5名的北京、广 东、上海、浙江和贵州共完成业务收入9604亿元，同比增长7.5%，占全国（扣除跨地区企业）互联网业务收入的84.6%。（界面新闻） ｜点评｜ 前7个月，规上互联网企业营收保持低速增长，利润降幅收窄，但尚未完全转正，行业全面回暖仍需时间。存量市场竞争中，广告、电 商等传统业务增长乏力，加剧企业经营压力。部分细分领域仍在以低价换市场，导致业务增收不增利，也压缩了企业利润空间。同时，AI、云 以及出海等新业务尚在起步阶段，企业投入的研发费用持续增加，产出覆盖投入同样需要时间。 点击按钮▲立即报名 前7个月规上互联网企业收入超1.1万亿元 9月2日消息，工业和信息化部最新公布数据显示，1—7月份，我国规模以上互联网和相关服务企业完成互联网业务收入11352亿元，同比增长 3.5%，增速较1—6月份提升0. ...

中国物流与采购联合会2日发布数据显示，8月份，中国物流业景气指数为50.9%，较上月回升0.4个百分 点。 中国物流信息中心主任刘宇航认为，8月份，随着促消费、稳投资、保民生各项政策逐步落实，产业链 供应链加速联动，物流业务总量和新订单业务量增速较快，东中西部地区均衡增长，中国物流业景气指 数保持扩张态势。 中国物流信息中心副总经济师胡焓表示，8月份，固定资产投资完成额指数保持扩张区间，投资动力保 持平稳。其中，中部和西部地区固定资产投资完成额指数分别达到55%左右。同期，业务活动预期指数 为55.8%，环比回升0.2个百分点。 胡焓认为，近期，中国官方持续释放积极信号，稳定市场信心，进一步激发消费潜力，加快培育壮大服 务消费、新型消费等新增长点，纵深推进全国统一大市场建设，不断释放超大规模市场红利。后期物流 需求市场预计将保持平稳增长态势，为经济稳定回升提供坚实支撑。(完) 8月份，业务总量指数为50.9%，环比回升0.4个百分点，连续6个月保持景气区间运行。当月，物流服务 价格指数环比回升0.3个百分点，分行业看，铁路运输业服务价格指数为48.9%，环比持平；道路运输业 和水上运输业物流服务价格指数分别回 ...