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中储股份坚定推进战略转型 多维度回应投资者关切
Quan Jing Wang· 2025-09-11 14:35
对于投资者关注的资产重组问题,公司回应称如有相关计划将按规定及时披露。目前公司正积极应对联 营企业业绩拖累问题,并通过加强海外业务管理推动业绩改善。 在战略布局方面,公司正积极推动物流业数字化转型,大力发展中储智运、钢超市等平台经济,新业态 规模增速高于行业水平。同时,公司打造"中国放心库"品牌,推进"全国仓单登记中心"项目,助力大宗 商品产业规范化建设。基础设施网络布局持续优化,多式联运业务快速发展,为服务全国统一大市场建 设提供有力支撑。 在9月11日举行的天津辖区上市公司2025年投资者网上集体接待日活动中,中储股份(600787)管理层 与投资者进行了深入交流,围绕公司战略布局、市值管理、业务创新等热点问题作出积极回应,展现出 公司推动高质量发展的决心与信心。 针对投资者普遍关心的市值管理问题,党委副书记、董事、总经理王海滨表示,公司高度重视市值表 现,已制定《市值管理制度》和三年估值提升计划,将通过深化国企改革、聚焦主责主业、加快科技赋 能等举措提升公司价值。公司明确将积极探索增持、回购、多次分红等多元化市值管理工具,在保障可 持续发展的前提下努力回报股东。 此次交流活动有效增强了市场对中储股份战略 ...
中储股份: 中储发展股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 11:12
Core Viewpoint - The report highlights the financial performance and operational strategies of China Storage Development Co., Ltd. for the first half of 2025, indicating a decline in revenue but an increase in total profit, alongside strategic initiatives to enhance logistics and supply chain services [1][2][3]. Company Overview and Financial Indicators - The company reported a total revenue of approximately 29.46 billion RMB, a decrease of 4.28% compared to the same period last year [2]. - Total profit increased by 3.52% to approximately 621.75 million RMB [2]. - The net profit attributable to shareholders decreased by 42.88% to approximately 84.86 million RMB [2]. - The company's total assets reached approximately 23.35 billion RMB, reflecting a slight increase of 0.88% [2]. Industry and Main Business Situation - The logistics industry in China showed stable growth, with a total social logistics volume of 171.3 trillion RMB and a logistics performance index (LPI) average of 50.5% [3][4]. - The company focuses on enhancing its capabilities through a strategic framework that includes warehouse logistics infrastructure and professional logistics operations [4]. - The company operates a comprehensive warehousing network across more than 20 provinces, providing various logistics services including storage, transportation, and value-added services [4][5]. Operational Performance - The company achieved a throughput of 21.54 million tons in the first half of 2025, with significant contributions from various sectors including black metals and coal [9]. - The company’s logistics platform, Zhongchu Zhiyun, reported a transaction volume of approximately 209.64 billion RMB, marking a year-on-year growth of 5.27% [10]. - The company has established a strong transportation service network, integrating road, rail, and water transport to enhance logistics efficiency [8][10]. Strategic Initiatives - The company is actively pursuing international logistics opportunities, including partnerships in Africa and Central Asia to enhance resource logistics and supply chain integration [12][13]. - Investment plans for 2025 include a total of 850 million RMB, focusing on fixed asset investments and equity investments to support growth initiatives [11]. - The company is leveraging technology to improve operational efficiency, including the integration of AI and digital supply chain solutions [15][19].