9月12日，物产中大盘中上涨2.03%，截至10:50，报6.02元/股，成交3.74亿元，换手率1.21%，总市值 311.31亿元。 资金流向方面，主力资金净流入2459.23万元，特大单买入5455.88万元，占比14.58%，卖出2827.22万 元，占比7.56%；大单买入8986.30万元，占比24.02%，卖出9155.73万元，占比24.47%。 物产中大今年以来股价涨24.10%，近5个交易日涨6.74%，近20日涨10.26%，近60日涨23.08%。 分红方面，物产中大A股上市后累计派现108.20亿元。近三年，累计派现29.55亿元。 机构持仓方面，截止2025年6月30日，物产中大十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.30亿股，相比上期增加1602.69万股。南方中证500ETF（510500）位居第六大流通股 东，持股4647.85万股，相比上期增加639.33万股。 责任编辑：小浪快报 今年以来物产中大已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入1.16亿元； 买入总计3.96亿元 ，占总成交额比17.66%；卖出总计2.80亿 ...

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Wuchan Zhongda, indicating a 2.13% increase in stock price on September 8, with a total market capitalization of 29.786 billion yuan [1] - The company has seen a year-to-date stock price increase of 18.74%, with a slight decline of 1.03% over the last five trading days, and increases of 6.08% and 14.49% over the last 20 and 60 days, respectively [1] - Wuchan Zhongda's main business revenue composition includes 92.05% from supply chain integration services, 5.57% from high-end industries, and 2.37% from financial services [2] Group 2 - As of June 30, 2025, Wuchan Zhongda reported a total operating revenue of 288.537 billion yuan, a year-on-year decrease of 1.92%, while the net profit attributable to shareholders increased by 29.65% to 2.040 billion yuan [2] - The company has distributed a total of 10.82 billion yuan in dividends since its A-share listing, with 2.955 billion yuan distributed over the last three years [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 130 million shares, and Southern CSI 500 ETF, holding 46.4785 million shares, both showing increases in their holdings compared to the previous period [3]

Core Viewpoint - ST Guangwu reported a decline in revenue and net profit for the first half of 2025, indicating potential challenges in its operational performance [1][2]. Financial Performance - The company's revenue for the first half of 2025 was 1.421 billion yuan, a year-on-year decrease of 20.95% [1]. - The net profit attributable to shareholders was 260 million yuan, down 1.32% year-on-year [1]. - The basic earnings per share stood at 0.22 yuan [1]. - The gross profit margin for the first half was 42.10%, an increase of 2.88 percentage points year-on-year [2]. - The net profit margin was 18.47%, up 3.13 percentage points compared to the same period last year [2]. Quarterly Analysis - In Q2 2025, the gross profit margin was 36.41%, showing a year-on-year increase of 0.80 percentage points but a quarter-on-quarter decrease of 11.07 percentage points [2]. - The net profit margin for Q2 was 7.97%, which is an increase of 0.48 percentage points year-on-year but a decrease of 20.46% from the previous quarter [2]. Cost Management - Total operating expenses for the first half were 291 million yuan, a reduction of 104 million yuan year-on-year [2]. - The expense ratio was 20.49%, down 1.47 percentage points from the same period last year [2]. - Sales expenses decreased by 48.93%, management expenses fell by 49.62%, and financial expenses were reduced by 9.73% [2]. Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 16,000, an increase of 939 from the previous quarter, representing a growth of 6.25% [2]. - The average market value per shareholder rose from 575,900 yuan at the end of Q1 to 577,900 yuan, an increase of 0.35% [2]. Company Overview - ST Guangwu, established in 1988 and listed in 1992, is based in Urumqi, Xinjiang, and operates in logistics, real estate development, and railway transportation [3]. - The main revenue sources include energy logistics services (79.11%), real estate sales (16.38%), and logistics park operations (3.00%) [3]. - The company is categorized under the transportation and logistics sector, with concepts including smart logistics and cold chain logistics [3].

物产中大今年以来股价涨23.48%，近5个交易日涨6.77%，近20日涨11.13%，近60日涨20.26%。 今年以来物产中大已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入1.16亿元； 买入总计3.96亿元 ，占总成交额比17.66%；卖出总计2.80亿元 ，占总成交额比12.48%。 8月28日，物产中大盘中下跌2.12%，截至10:06，报5.99元/股，成交5.16亿元，换手率1.64%，总市值 309.75亿元。 资金流向方面，主力资金净流出4228.77万元，特大单买入5336.81万元，占比10.33%，卖出8129.47万 元，占比15.74%；大单买入1.15亿元，占比22.33%，卖出1.30亿元，占比25.11%。 机构持仓方面，截止2025年6月30日，物产中大十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.30亿股，相比上期增加1602.69万股。南方中证500ETF（510500）位居第六大流通股 东，持股4647.85万股，相比上期增加639.33万股。 责任编辑：小浪快报 截至6月30日，物产中大股东户数8.56万，较上期减少7.58% ...

行业研究 三级细分行业：上周三级行业中，涨幅最大的三个板块为公交 （ +4.37% ） 、 公 路 货 运 （ +4.24% ） 和 原 材 料 供 应 链 服 务 （+2.71%）；跌幅最大的三个板块为仓储物流（-1.79%）、航运 （-1.56%）和港口（-0.83%）。 个股：上周交运板块 132 家上市公司中，49 家实现上涨，涨幅前三 为 ST 万林(+19.55%)、华光源海(+16.24%)和中信海直(+12.57%)； 跌幅前三为海控 B 股（-11.33%)、远大控股(-8.40%)和密尔克卫(- 6.44%)。 估值方面：截至 2025 年 2 月 16 日，申万交运板块 PE（TTM） 16.47 倍，位于近 5 年的 66.76%分位点。 市场研究部 2025 年 2 月 17 日 交运行业周报（2025/2/10-2/16） 行情综述 上周沪深 300 指数回落 1.19%，申万交运行业指数上涨 0.24%，落 后大盘 0.95 个百分点，在 31 个申万一级行业中排名第 22。上周二 级 细 分 行 业 中 ， 铁 路 公 路 板 块 （ +0.90% ） 和 航 空 机 场 板 ...