（编辑 王雪儿） 证券日报网讯 12月9日晚间，厦门港务发布公告称，公司股票交易价格连续2个交易日（2025年12月8 日、12月9日）收盘价格涨幅偏离值累计超过20%，根据深圳证券交易所的有关规定，属于股票交易异 常波动的情况。 ...

（文章来源：证券日报） 证券日报网讯 12月9日，招商港口在互动平台回答投资者提问时表示，公司整体财务结构稳健，资产负 债率呈稳中有降趋势。2023年末、2024年末及2025年6月末公司资产负债率分别为36.76%，36.4%、 35.72%。公司的流动比率与速动比率因公司主动优化长短期债务结构而有所下降，但财务费用得到较 好管控，2025年上半年财务费用同比下降16%。 ...

每天，山东高速公路上车辆川流不息，交织成一幅繁忙图景，也形成了海量的数据。如今，山东高速集团所辖省内7000余公里路网车流量数据完成"入 表"，这些数据将成为服务公众出行和企业内部管理的重要参考。 近日，山东高速集团顺利完成"山东高速集团路网车流量数据"与"山东高速公路交通管制与事件处置数据"两项数据资产的入表工作，建立常态化、规范化 的数据资产管理与价值实现体系。本次入表的两项数据资产入账价值共计318.28万元，评估价值超1亿元。 据了解，数据资产"入表"是指将数据资产正式列入企业的财务报表中，这一过程是数据资产化的重要步骤，标志着数据从抽象概念转为能够为企业带来切 实经济效益的新型资产。 "2024年，我们将部分路网车流量进行了入表，这一次则是全部路网车流量数据从集团层面的集中入表，打破了不同下属运营单位之间的数据壁垒。"山东 高速集团科技创新部副部长栗剑说。 "数据入表不是简单把各类数据拿来就用，需要先'沙里淘金'，整理、清洗出有用的数据。"栗剑告诉记者。车辆在高速上驶过时，各处摄像头、传感器、 雷达等都会记录下数据，多端采集的数据格式各不相同。技术人员从山东高速的"智慧大脑"中，找到需要的数据并进行 ...

Group 1: Stock Market Activity - On the institutional leaderboard, 41 stocks were listed, with 23 seeing net purchases and 18 experiencing net sales [1] - The top three stocks with the highest net purchases were Dekoli (175 million), Tongyu Communication (70.7 million), and Haixin Food (64.93 million) [1] - Dekoli's stock price increased by 20.00%, while Tongyu Communication's decreased by 8.30%, and Haixin Food's rose by 8.43% [2] Group 2: Economic Policy Insights - The Central Political Bureau's meeting emphasized the importance of expanding domestic demand and optimizing supply, indicating a shift towards a more integrated approach to consumption and investment policies [3] - The meeting highlighted the need for local governments to have greater flexibility in implementing policies to boost consumption and investment, rather than focusing solely on consumption [3] - The policy framework continues to prioritize domestic demand, with a clear goal of increasing the resident consumption rate significantly [4] Group 3: Company Profiles - Dekoli is a company involved in the optical transmission industry, with its 400G coherent module having achieved small-scale trial production and receiving overseas sample orders for silicon-based OCS [2] - Xiamen Port Authority operates the largest port terminal in Xiamen and benefits from the development of the Haixi Free Trade Zone [5] - Shuhua Sports, based in Quanzhou, is recognized as one of the leading manufacturers of fitness equipment and display racks in China [5]

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, with significant potential for growth due to its strategic location and the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2][6]. Company Overview - Shenzhen Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, and the construction and operation of port-related transportation facilities [2][6]. - The company is primarily engaged in port cargo handling and transportation, terminal construction project management, and management of toll highways, customs supervision warehouses, and other port-related storage operations [2][6]. - The company is controlled by the Shenzhen Municipal Government's State-owned Assets Supervision and Administration Commission [2]. Financial Performance - As of September 30, 2025, Yantian Port achieved operating revenue of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, up 6.66% year-on-year [7]. - The company has distributed a total of 7.458 billion yuan in dividends since its A-share listing, with 2.015 billion yuan distributed in the last three years [8]. Market Position and Trends - Yantian Port is one of the highest single-port container throughput terminals globally and is expected to benefit from the development of the Greater Bay Area [2]. - The company holds a 35% stake in Caofeidian Port Group Co., Ltd., which positions it to benefit from the development of the Xiong'an New Area [2]. Shareholder Information - As of September 30, 2025, the number of shareholders reached 71,800, an increase of 10.42% from the previous period, with an average of 44,079 circulating shares per person, a decrease of 9.44% [7].

（文章来源：新华财经） 据悉，底层资产具体包括5.8856公顷港池、333,084.14平方米陆域面积（包括码头前沿、堆场、堆场间 道路等）及生产相关的设施设备。北暮1#、2#泊位于2012年7月投入运营，设计吨级达150,000吨 （DWT），主要用于内外贸散杂货的装卸，为散装货物的运输提供了高效便捷的服务，核心货种为镍 矿、煤炭、焦炭和粮食类。 公告还提及，由平安基金管理有限公司作为基金管理人设立基础设施公募REITs，公司或其同一控制下 的关联方将根据法律法规和监管规则的要求并结合市场情况参与基础设施公募REITs的战略配售。基金 存续期暂定35年。 新华财经北京12月9日电北部湾港股份有限公司8日发布关于开展港口基础设施公募REITs申报发行工作 的公告称，公司当日召开第十届董事会第二十次会议，审议通过了《关于审议开展港口基础设施公募 REITs申报发行工作的议案》。 公告显示，拟以全资子公司北部湾港北海码头有限公司（以下简称北海码头）持有的、位于广西壮族自 治区北海市铁山港区的铁山港西港区北暮作业区1#、2#泊位（以下简称基础设施项目或北暮1#、2#泊 位）作为底层资产，开展公开募集北部湾港港口基础 ...

来源：新浪证券-红岸工作室 12月8日，辽港股份跌0.61%，成交额1.05亿元。两融数据显示，当日辽港股份获融资买入额1855.08万 元，融资偿还1348.56万元，融资净买入506.52万元。截至12月8日，辽港股份融资融券余额合计2.59亿 元。 截至9月30日，辽港股份股东户数21.18万，较上期减少5.54%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，辽港股份实现营业收入84.26亿元，同比增长5.99%；归母净利润13.00亿元，同比增长 37.51%。 分红方面，辽港股份A股上市后累计派现53.42亿元。近三年，累计派现14.39亿元。 机构持仓方面，截止2025年9月30日，辽港股份十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1.09亿股，相比上期减少238.36万股。 融资方面，辽港股份当日融资买入1855.08万元。当前融资余额2.55亿元，占流通市值的0.85%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，辽港股份12月8日融券偿还56.03万股，融券卖出4300.00股，按当日收盘价计算，卖出金额 6966.00元； ...

Group 1 - Qingdao Port's stock price decreased by 0.58% on December 8, with a trading volume of 131 million yuan [1] - The financing buy amount for Qingdao Port on the same day was 8.9351 million yuan, while the financing repayment was 14.2484 million yuan, resulting in a net financing outflow of -5.3133 million yuan [1] - As of December 8, the total balance of margin trading for Qingdao Port was 113 million yuan, which is 0.24% of its market capitalization and above the 60th percentile of the past year [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 handling of various goods including containers, metal ores, coal, and crude oil [2] - The revenue composition of Qingdao Port includes 56.72% from handling 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 14.238 billion yuan, a year-on-year increase of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, up 6.33% year-on-year [2] Group 3 - Since its A-share listing, Qingdao Port has distributed a total of 12.818 billion yuan in dividends, with 5.687 billion yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port include significant institutional investors, with notable increases in holdings from several funds [3] - The Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF is the eighth largest circulating shareholder, increasing its holdings by 2.884 million shares [3]

Core Viewpoint - The financial performance of Lianyungang Port Co., Ltd. shows a decline in revenue and net profit, alongside low financing and margin trading activity, indicating potential challenges in the company's operational environment [1][2]. Financing Summary - On December 8, Lianyungang had a financing buy-in of 2.26 million, with a net financing outflow of 3.18 million, resulting in a total financing balance of 113 million, which is 1.73% of the market capitalization and below the 20th percentile of the past year [1]. - The margin trading activity on the same day included no shares being repaid, 2,600 shares sold short, and a short selling amount of 0.0136 million, with a remaining short balance of 36,000 shares valued at 0.1886 million, also below the 40th percentile of the past year [1]. Operational Performance - As of September 30, the number of shareholders for Lianyungang decreased by 20.48% to 101,400, while the average circulating shares per person increased by 25.76% to 12,234 shares [2]. - For the period from January to September 2025, Lianyungang reported a revenue of 1.87 billion, a year-on-year decrease of 3.45%, and a net profit attributable to shareholders of 106 million, down 25.90% year-on-year [2]. Dividend Information - Since its A-share listing, Lianyungang has distributed a total of 516 million in dividends, with 199 million distributed over the past three years [2]. Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 5.83 million shares, an increase of 15,600 shares from the previous period [2].

【山东港口青岛港今年货物吞吐量突破7亿吨】截至12月8日，山东港口青岛港今年货物吞吐量累计突破 7亿吨，较2024年突破7亿吨提前15天。今年集装箱吞吐量已于11月26日突破3000万标准箱，国际航运枢 纽竞争力指数稳居东北亚之首。 今年以来，青岛港新增集装箱航线20条，航线总数扩容至近240条，覆盖全球180多个国家和地区的700 多个港口，对接共建"一带一路"及RCEP国家的航线占比超过60%，推动"新三样"、高端设备、精密仪 器等高附加值货种源源不断驶向世界各地，成为中国与新兴市场贸易往来的"黄金通道"。依托陆向联 动，建成54个内陆港、开通86条海铁联运班列，1—11月份青岛港海铁联运箱量完成262.5万标准箱，同 比增长11%，继续保持全国沿海港口首位。中经记者 颜世龙 北京报道 ...