Group 1 - The core point of the article is that Shenghang Co., Ltd. announced the approval of a related party transaction regarding the lease of vessels from Andefu Energy Development during its fourth supervisory board meeting [2] Group 2 - The announcement was made on the evening of August 6, indicating the company's ongoing business activities and potential future revenue streams [2]

企业名称江西荣旭航运有限公司法定代表人夏利国注册资本1000万人民币国标行业交通运输、仓储和邮 政业>水上运输业>水上货物运输地址江西省新余市渝水区新余经济开发区拓展路665号房屋企业类型其 他有限责任公司营业期限2025-8-5至无固定期限登记机关新余市渝水区市场监督管理局 来源：金融界 天眼查App显示，近日，江西荣旭航运有限公司成立，法定代表人为夏利国，注册资本1000万人民币， 江西荣旭供应链有限公司、新余市顺荣航运有限公司持股。 序号股东名称持股比例1江西荣旭供应链有限公司50%2新余市顺荣航运有限公司50% 经营范围含许可项目：水路普通货物运输，省际普通货船运输、省内船舶运输，道路货物运输（不含危 险货物），公共铁路运输（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展经营活 动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）国内货物运输代理，运输货物打包 服务，装卸搬运，铁路运输辅助活动，国内集装箱货物运输代理，运输设备租赁服务，港口货物装卸搬 运活动，船舶租赁，国内船舶代理，普通货物仓储服务（不含危险化学品等需许可审批的项目），金属 材料销售，建筑材料销售，煤炭及制品销售， ...

Core Insights - In July, despite adverse weather conditions, China's logistics demand remained strong, with a logistics industry prosperity index of 50.5%, indicating continued expansion in logistics activities [1][2] Group 1: Logistics Industry Performance - The logistics industry maintained vitality, with e-commerce express and air logistics showing significant growth. The e-commerce express business activity index reached 69.3%, indicating a high prosperity level [1] - Air transportation business activity index was 52.8%, reflecting a month-on-month increase of 0.8 percentage points. Road and rail transportation indices were 54.6% and 51.7%, respectively, both showing a slight month-on-month recovery of 0.1 percentage points [1] Group 2: Market Demand and New Orders - The new orders index for logistics companies rose to 52.5%, indicating a month-on-month increase of 0.1 percentage points. Most sectors, except warehousing and water transportation, maintained new orders in the expansion zone [1] - Rail, road, and air transportation new orders indices increased by 0.3, 0.2, and 0.1 percentage points, respectively, indicating positive trends in these sectors [1] Group 3: Investment and Market Expectations - Fixed asset investment in the logistics sector showed continuous expansion, with a completion index of 54.9% in July, reflecting a month-on-month increase of 0.4 percentage points [2] - The business activity expectation index for July was 55.6%, remaining in a high prosperity zone, with air transportation and postal express indices at 58.9% and 57.2%, respectively [2] - The "old-for-new" national subsidy policy and regional subsidies have expanded consumption scenarios, further driving logistics demand growth [2]

Core Viewpoint - The independent financial advisor, China International Capital Corporation, has conducted a special review of the industry policy and transaction type related to Xiamen Port Development Co., Ltd.'s acquisition of a 70% stake in Xiamen Container Terminal Group Co., Ltd. from Xiamen International Port Authority through a combination of share issuance and cash payment [1][2]. Group 1: Transaction Overview - The transaction involves Xiamen Port Development Co., Ltd. purchasing 70% of the shares of Xiamen Container Terminal Group Co., Ltd. from Xiamen International Port Authority [2]. - The target company primarily engages in container terminal loading and storage services, classified under the "Water Transport Industry" [2]. Group 2: Industry Classification - The independent financial advisor confirms that the involved industries do not fall under the categories requiring expedited review as per regulatory guidelines [3]. - The transaction is categorized as a merger within the same industry rather than a vertical merger [4]. Group 3: Control and Restructuring - The transaction will not change the control of the listed company, as the controlling shareholder remains Xiamen International Port Authority, and the actual controller is the Fujian Provincial State-owned Assets Supervision and Administration Commission [5]. - The transaction does not constitute a restructuring listing as there has been no change in control within the last thirty-six months [5].

金融界消息 截至2025年8月5日收盘，宁波远洋（601022）报收于9.61元，上涨0.21%，换手率3.77%， 成交量9.38万手，成交金额9022.49万元。 资金流向方面，今日主力资金净流出1166.68万元，占比成交额12.93%。其中，超大单净流出342.49万 元、占成交额3.8%，大单净流出824.20万元、占成交额9.13%，中单净流出流入163.25万元、占成交额 1.81%，小单净流入1003.44万元、占成交额11.12%。 宁波远洋最新一期业绩显示，截至2025一季报，公司营业总收入13.73亿元、同比增长17.60%，归属净 利润1.75亿元，同比增长4.95%，扣非净利润1.54亿元，同比增长0.54%，流动比率1.338、速动比率 1.306、资产负债率29.97%。 天眼查商业履历信息显示，宁波远洋运输股份有限公司，成立于1992年，位于宁波市，是一家以从事水 上运输业为主的企业。企业注册资本130863.3334万人民币，实缴资本117777万人民币。公司法定代表 人为陈晓峰。 通过天眼查大数据分析，宁波远洋运输股份有限公司共对外投资了8家企业，参与招投标项目2853次， ...

金融界消息 截至2025年8月5日收盘，中谷物流（603565）报收于10.25元，上涨3.12%，换手率1.33%， 成交量28.00万手，成交金额2.87亿元。 天眼查商业履历信息显示，上海中谷物流股份有限公司，成立于2010年，位于上海市，是一家以从事水 上运输业为主的企业。企业注册资本210006.3103万人民币，实缴资本14250万人民币。公司法定代表人 为周斌。 中谷物流最新一期业绩显示，截至2025一季报，公司营业总收入25.69亿元、同比减少7.78%，归属净利 润5.47亿元，同比增长40.73%，扣非净利润4.42亿元，同比增长55.55%，流动比率2.371、速动比率 2.360、资产负债率52.79%。 通过天眼查大数据分析，上海中谷物流股份有限公司共对外投资了29家企业，参与招投标项目234次， 知识产权方面有商标信息5条，此外企业还拥有行政许可111个。 资金流向方面，今日主力资金净流出1120.23万元，占比成交额3.91%。其中，超大单净流入872.52万 元、占成交额3.04%，大单净流出1992.76万元、占成交额6.95%，中单净流出流出690.72万元、占成交 额2. ...

Core Viewpoint - The company is primarily engaged in the maritime transportation of bulk liquid hazardous goods, including liquid chemicals, refined oil, and liquefied petroleum gas, and aims to become a leading comprehensive service provider in the chemical supply chain both internationally and domestically [2]. Group 1 - The company currently operates chemical tankers and has not yet entered the liquefied natural gas (LNG) transportation sector due to the need for specialized vessels and significant investment per ship [2]. - LNG transportation is identified as a strategic development direction for the company, indicating future potential expansion into this market [2]. - The company is closely monitoring market dynamics in energy transportation and plans to advance related strategies based on business development and market opportunities [2].

金融界消息 截至2025年8月5日收盘，厦门信达（000701）报收于6.28元，上涨2.95%，换手率5.94%， 成交量39.67万手，成交金额2.48亿元。 来源：金融界 天眼查商业履历信息显示，厦门信达股份有限公司，成立于1996年，位于厦门市，是一家以从事水上运 输业为主的企业。企业注册资本67580.7106万人民币，实缴资本6775万人民币。公司法定代表人为王明 成。 通过天眼查大数据分析，厦门信达股份有限公司共对外投资了54家企业，参与招投标项目146次，知识 产权方面有商标信息45条，此外企业还拥有行政许可47个。 资金流向方面，今日主力资金净流入3725.90万元，占比成交额15.05%。其中，超大单净流入1545.17万 元、占成交额6.24%，大单净流入2180.73万元、占成交额8.81%，中单净流出流出670.58万元、占成交 额2.71%，小单净流出3055.32万元、占成交额12.34%。 厦门信达最新一期业绩显示，截至2025一季报，公司营业总收入70.11亿元、同比减少45.58%，归属净 利润805.67万元，同比增长611.78%，扣非净利润4669.97万元，同比减少 ...

Core Viewpoint - The logistics industry in China shows signs of steady demand and expansion despite adverse weather conditions, with the logistics prosperity index at 50.5% for July 2025, reflecting a slight decrease of 0.3 percentage points from the previous month [1] Logistics Demand and Performance - The overall logistics demand remains strong, with the business volume index at 50.5%, indicating expansion but a slowdown in growth [3] - The business volume index varies by region, with the central and western regions outperforming the national average at 50.9% and 52.3%, respectively, while the eastern region stands at 50.3% [3] - Key sectors such as rail, road, air transport, warehousing, and express delivery maintain business volume indices above 50%, supporting stable industry operations [3] Sector-Specific Insights - E-commerce and express delivery sectors are particularly vibrant, with the e-commerce express delivery business volume index at 69.3%, indicating high prosperity [4] - Air transport shows a recovery with a business volume index of 52.8%, up 0.8 percentage points, driven by seasonal demand for fresh produce [4] - Road and rail transport indices are at 54.6% and 51.7%, respectively, both showing slight increases [4] New Orders and Financial Stability - The new orders index has risen to 52.5%, reflecting an increase in new demand [5] - Regional performance shows eastern and western regions at 51.2% and 52.8% for new orders, while the central region decreased by 0.3 percentage points [5] - The logistics service price index has increased by 0.2 percentage points, indicating stable pricing amidst expanding business volumes [5] Investment and Market Outlook - Fixed asset investment in logistics is on the rise, with an index of 54.9%, marking a 0.4 percentage point increase [6] - The business activity expectation index is at 55.6%, suggesting positive outlooks for sectors like air transport and express delivery [6] - The logistics demand remains stable, supported by government policies and consumer trends, although there are concerns about demand slowdown and industry competition [7]

"今年'两重'建设项目清单8000亿元已全部下达完毕，中央预算内投资7350亿元已基本下达完毕。"国家发展改革委政策研 究室主任、新闻发言人蒋毅在8月1日国家发展改革委举行的新闻发布会上透露。 本报记者 韩昱 中共中央政治局7月30日召开会议（以下简称"会议"）。会议强调，高质量推动"两重"建设，激发民间投资活力，扩大有 效投资。 "今年'两重'建设呈现加速和加力两个明显特征。"吉林省财政科学研究所所长、研究员张依群在接受《证券日报》记者采 访时表示，会议强调"扩大有效投资"抓住了当前投资领域的关键。下半年，随着政府债券发行进度加快和投资实物工作量增 加，经济企稳回升态势将会更加明显，内需潜力也将不断释放。 "两重"建设进度明显加快 "两重"建设包括国家重大战略实施和重点领域安全能力建设，是党中央着眼强国建设、民族复兴全局作出的一项重大决策 部署，事关国家安全和民生福祉。 今年《政府工作报告》明确提出，"用好超长期特别国债，强化超长期贷款等配套融资，加强自上而下组织协调，更大力 度支持'两重'建设"。那么，今年以来"两重"建设情况如何？ 国家统计局最新数据显示，上半年，民间项目投资平稳增长。分行业看，住宿和餐 ...