登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600279 证券简称：重庆港 公告编号：临2025-037号 重庆港股份有限公司关于召开2025年第三季度业绩说明会的公告 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： 会议召开时间：2025年12月2日(星期二)下午15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 独立董事：杨兴龙 （如遇特殊情况，参会人员可能发生调整） 投资者可于2025年11月25日（星期二）至12月1日（星期一）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱（cqg2000@126.com）进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 重庆港股份有限公司（以下简称"公司"）已于2025年10月30日发布公司2025年第三季度报告，为便于广 大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first three quarters of 2025, while improving inventory turnover significantly [1] Financial Performance - Cumulative revenue for the first three quarters of 2025 reached 1.87 billion, representing a year-on-year decrease of 3.45% [1] - Net profit decreased by 25.90% during the same period [1] - Operating costs, management expenses, and financial costs all saw a year-on-year decline [1] Operational Efficiency - Inventory turnover rate improved significantly by 23.13%, reaching 96.17 times [1] - The port handling business contributed over 80% to the company's revenue [1] Strategic Initiatives - The company is undergoing technological upgrades and deepening strategic partnerships to enhance operational efficiency [1] - Future considerations include increasing the frequency of dividend distributions [1]

Core Viewpoint - Liaoport Co., Ltd. experienced a decline of 2.98% in stock price on November 21, with a trading volume of 266 million yuan and a total market capitalization of 38.422 billion yuan [1] Company Overview - The company specializes in various port and logistics services, including oil/liquid chemical products, container, automobile, bulk cargo, grain, and passenger roll-on/roll-off terminal operations, making it a key player in Northeast Asia's maritime logistics [2][3] - Liaoport is the largest comprehensive terminal operator in Northeast China, with a unified operational platform for port logistics under the Dalian State-owned Assets Supervision and Administration Commission [3] Business Development - The company has added 10 new shipping routes in the year, enhancing its integration into national strategies such as the Belt and Road Initiative and the construction of the Liaoning Free Trade Zone [4] - The company aims to leverage its natural advantages and management expertise to play a leading role in the development of the Dalian Northeast Asia International Shipping Center and the Liaoning coastal economic belt [3] Financial Performance - For the period from January to September 2025, Liaoport achieved a revenue of 8.426 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year [9] - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan in dividends over the past three years [10] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 5.54% to 211,800, with an average of 0 circulating shares per person [9]

Core Viewpoint - The company, Chongqing Port, experienced a significant decline in stock price, dropping by 5.29% on November 21, with a trading volume of 96.73 million yuan and a market capitalization of 5.946 billion yuan [1]. Company Overview - Chongqing Port's main business includes port transshipment and comprehensive logistics, focusing on loading and unloading, cargo agency services, and trade [2][3]. - The company has developed specialized terminals for containers, general cargo, vehicles, and chemicals, leading in cargo throughput and container handling capacity in the Southwest region [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [3]. - The company is strategically positioned at key national initiatives such as the "Belt and Road" and the Yangtze River Economic Belt, serving as a crucial hub for connectivity [3]. Financial Performance - For the period from January to September 2025, Chongqing Port reported operating revenue of 3.281 billion yuan, a year-on-year decrease of 5.10%, and a net profit attributable to shareholders of 48.17 million yuan, down 35.43% year-on-year [7]. - The company's revenue composition includes 67.46% from trade, 27.86% from loading and logistics, and 4.68% from inter-segment eliminations [7]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the past three years [8]. Market Activity - The main capital flow showed a net outflow of 16.12 million yuan today, with a continuous reduction in main capital over the past three days [4][5]. - The average trading cost of the stock is 5.75 yuan, with the stock price nearing a support level of 5.01 yuan, indicating potential for a rebound if this level holds [6].

Core Viewpoint - Xiamen Port Development Co., Ltd. experienced a significant drop in stock price, falling by 7.45% on November 21, with a trading volume of 559 million yuan and a market capitalization of 7.552 billion yuan [1] Company Overview - The company primarily engages in the handling of bulk cargo at terminals, comprehensive logistics services, and commodity trading, making it the largest comprehensive logistics service provider in the Xiamen port area [2] - It possesses scarce resources such as bulk cargo terminals and a complete logistics service chain, facilitating effective intermodal logistics services [2][3] - The company operates the largest bulk cargo handling terminal in Fujian province and the only domestic container handling terminal in Xiamen port, along with the largest container transport fleet in Fujian [3] Business Performance - For the period from January to September 2025, the company reported a revenue of 16.612 billion yuan, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 3.12% [8] - The main business revenue composition includes 89.43% from comprehensive supply chain services, 5.65% from port support services, and 4.59% from terminal handling and storage [7] Market Position and Strategy - The company is strategically located in the core area of the Maritime Silk Road and has established friendly port relationships with 11 ports, including Port Klang in Malaysia and Miami Port in the USA, since the Belt and Road Initiative [3] - The company plans to leverage its geographical advantages to accelerate the construction of competitive cross-border e-commerce logistics channels and enhance cooperation with various cross-border e-commerce platforms [5] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders was 41,800, a decrease of 20.04% from the previous period, while the average circulating shares per person increased by 25.06% to 17,738 shares [7] - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.931 million shares, an increase of 2.1053 million shares compared to the previous period [8]

资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 56.72%，物流及港口增值服务36.96%，港口配套服务-销售油、电及其他3.25%，港口配套服务-租金收 入1.95%，港口配套服务-工程等劳务1.13%。 截至9月30日，青岛港股东户数3.83万，较上期增加7.23%；人均流通股0股，较上期增加0.00%。2025年 1月-9月，青岛港实现营业收入142.38亿元，同比增长1.86%；归母净利润41.80亿元，同比增长6.33%。 来源：新浪证券-红岸工作室 11月20日，青岛港跌0.92%，成交额1.40亿元。两融数据显示，当日青岛港获融资买入额1417.73万元， 融资偿还690.95万元，融资净买入726.77万元。截至11月20日，青岛港融资融券余额合计1.10亿元。 融资方面，青岛港当日融资买入1417.73万元。当前融资余额1.10亿元，占流通市值的0.24% ...

来源：新浪证券-红岸工作室 11月21日，盐田港盘中下跌2.18%，截至10:53，报4.48元/股，成交7240.16万元，换手率0.50%，总市值 232.94亿元。 盐田港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：港口运输、低价、RCEP概 念、中欧班列、一带一路等。 截至9月30日，盐田港股东户数7.18万，较上期增加10.42%；人均流通股44079股，较上期减少9.44%。 2025年1月-9月，盐田港实现营业收入6.16亿元，同比增长0.49%；归母净利润10.71亿元，同比增长 6.66%。 分红方面，盐田港A股上市后累计派现74.58亿元。近三年，累计派现20.15亿元。 机构持仓方面，截止2025年9月30日，盐田港十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股1851.72万股，为新进股东。 资金流向方面，主力资金净流出318.05万元，特大单买入141.72万元，占比1.96%，卖出458.12万元，占 比6.33%；大单买入1345.83万元，占比18.59%，卖出1347.48万元，占比18.61%。 盐田港今年以来股价跌5.49%，近5个交易日跌 ...

Group 1 - The article emphasizes the successful integration of capital markets in Dalian, which has facilitated significant advancements in local industries, particularly in the port and petrochemical sectors [1][3][4] - Dalian's capital market has played a crucial role in optimizing port resources, with the first domestic listed company merger through stock swap occurring in 2021, resulting in Liaoport's total assets exceeding 55 billion yuan and a significant increase in its market position [3][4] - The article highlights the strategic importance of capital markets in supporting the transformation and upgrading of industries, with a focus on high-quality development and innovation [2][5] Group 2 - Dalian's capital market has supported technology innovation by facilitating financing of 50.355 billion yuan, with 11.628 billion yuan from the stock market and 38.727 billion yuan from the bond market, enhancing the growth of new productive forces [6][7] - The article notes the successful issuance of the first technology innovation corporate bond in Dalian, raising 7.5 billion yuan for renewable energy projects, showcasing the effectiveness of capital markets in driving industry upgrades [7] - The local government has implemented measures to enhance the role of government investment funds in supporting high-quality industrial development, focusing on ten key industrial clusters [4][6] Group 3 - The article discusses the stringent regulatory measures in place to prevent systemic financial risks, with Dalian's regulatory bodies actively addressing illegal financial activities and enhancing compliance within the private equity sector [9][10] - Dalian's regulatory authorities have established a collaborative mechanism with local government departments to share information and manage risks effectively, ensuring the stability of the financial environment [9][10] - The article highlights the importance of maintaining investor rights and the proactive measures taken to address issues related to private fund management and compliance [10]

Core Insights - The article discusses the achievements and developments of Dalian's capital market during the "14th Five-Year Plan" period, highlighting its role in supporting industrial upgrades and economic growth in the region [13][14]. Group 1: Market Growth - As of the end of Q3 2025, Dalian has 29 domestic listed companies, an increase of 31.82% from 22 companies at the end of 2020 [2]. - The total market capitalization of Dalian's listed companies reached 457.67 billion yuan, reflecting a growth of 14.62% from 399.28 billion yuan at the end of 2020 [3]. - The total operating revenue of Dalian's listed companies amounted to 398.51 billion yuan in the first three quarters of 2025, marking a 37.07% increase compared to 200.72 billion yuan in the first two quarters of 2020 [3]. Group 2: R&D Investment - In 2024, Dalian's listed companies invested a total of 5.75 billion yuan in R&D, which is a 74% increase from 3.30 billion yuan in 2020 [7]. Group 3: Key Companies - As of the end of Q3 2025, Hengli Petrochemical (600346) had a market capitalization of 120.65 billion yuan [9]. - Hengli Petrochemical reported revenue of 236.40 billion yuan in its 2024 annual report [10]. - Guodian Power (600795) achieved a net profit of 9.83 billion yuan according to its 2024 annual report [12]. Group 4: Capital Market Innovations - Dalian's capital market has facilitated significant projects, including the first stock swap merger in the domestic port industry and the successful issuance of technology innovation corporate bonds [13][14]. - The capital market has played a crucial role in integrating innovation resources and supporting key industries, particularly in the port and petrochemical sectors [14][15]. Group 5: Financial Support for Agriculture - Dalian's capital market has implemented financial tools like "insurance + futures" to support agricultural development, benefiting over 300,000 farmers with a total insurance amount exceeding 3 billion yuan [18]. Group 6: Regulatory Measures - Dalian's regulatory bodies have strengthened risk prevention measures, focusing on compliance and the elimination of illegal financial activities [19][20]. - The Dalian Securities Regulatory Bureau has actively pursued enforcement actions against violations, ensuring a stable financial environment [19].

钱凯港的带动效应正向周边延伸，赋能太平洋沿岸经济体共同发展。通过港口连接厄瓜多尔瓜亚基尔港 与中国上海的新航线将海运时间缩短至27天，为太平洋沿岸国家开辟了通往亚洲的新通道。 今年8月，一批经钱凯港转运至利马机场的中国电商货物顺利抵达巴西圣保罗，标志着首批"海空联 运"货物成功交付。安骏物流总经理方轲介绍，这一模式使电商平台响应时效提升80%、综合成本下降 50%。 "钱凯港不仅改变了秘鲁港口格局，更重塑拉美地区与亚洲的贸易结构。"中远海运港口秘鲁钱凯公司副 总经理贡萨洛·里奥斯说，"拉美与亚洲间的货物流转更加顺畅，供应链更加高效，合作之路也更加宽 广。" 秘鲁外贸旅游部数据显示，今年前9个月，秘鲁出口总额同比增长17.3%，中国继续保持其最大出口目 的地。钱凯港进出口贸易为中秘及中拉经贸合作注入强劲动能。 "钱凯港是促使秘鲁企业更加关注中国市场、看待亚洲机遇的关键因素。"秘鲁出口商协会农产品出口管 理负责人克劳迪娅·索拉诺表示，钱凯港大幅拉近了秘鲁与亚洲的距离。 11月12日，在位于秘鲁首都利马以北80公里的钱凯港，"辽河口"轮滚装船顺利靠泊，中转其搭载的约 2550辆中国产汽车。10天前，一艘利比里亚籍集 ...