资料显示，秦皇岛港股份有限公司位于河北省秦皇岛市海港区海滨路35号,香港铜锣湾勿地臣街1号时代 广场2座31楼，成立日期2008年3月31日，上市日期2017年8月16日，公司主营业务涉及为客户提供高度 一体化的综合港口服务,包括装卸、堆存、仓储、运输及物流服务,经营货种主要包括煤炭、金属矿石、 油品及液体化工、集装箱、杂货及其他货品。主营业务收入构成为：煤炭及相关制品服务66.61%，金 属矿石及相关制品服务21.36%，其他杂货服务8.80%，集装箱服务1.50%，其他(补充)1.25%，液体货物 服务0.47%。 1月6日，秦港股份涨1.43%，成交额6523.35万元。两融数据显示，当日秦港股份获融资买入额884.20万 元，融资偿还894.35万元，融资净买入-10.15万元。截至1月6日，秦港股份融资融券余额合计1.53亿 元。 融资方面，秦港股份当日融资买入884.20万元。当前融资余额1.53亿元，占流通市值的0.91%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，秦港股份1月6日融券偿还0.00股，融券卖出400.00股，按当日收盘价计算，卖出金额1420.00 元；融券余量1 ...

来源：新浪证券-红岸工作室 12月31日，秦港股份涨0.29%，成交额5307.86万元，换手率0.32%，总市值195.00亿元。 异动分析 航运概念+国企改革+雄安新区+京津冀一体化+举牌 1、秦皇岛港股份有限公司的主营业务是码头设施、货物装卸、堆存、仓储、运输、集装箱堆放、拆拼 箱等港口作业的服务、销售和咨询。 2、公司属于国有企业。公司的最终控制人为河北省人民政府国有资产监督管理委员会。 3、公司地处河北秦皇岛，主要提供高度一体化的综合港口服务，包括装卸、堆存、仓储、运输及物流 服务，经营货种主要包括煤炭、金属矿石、油品及液体化工、集装箱、杂货及其他货品。公司是全球最 大的大宗干散货公众码头运营商，2013-2015年，公司所在的秦皇岛港是全球最大的公众煤炭码头，所 在的唐山曹妃甸港矿石吞吐量位列全国三甲，所在的黄骅港煤炭吞吐量位列全国第二。 区间今日近3日近5日近10日近20日主力净流入40.18万-450.73万-550.02万-1244.62万-5027.77万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1415.61万，占总成交额的1.42%。 技术面：筹码平均交易成本为3.43元 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002492 证券简称：恒基达鑫 公告编号：2025-047 珠海恒基达鑫国际化工仓储股份有限公司 第六届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 珠海恒基达鑫国际化工仓储股份有限公司（以下简称"公司"）第六届董事会第十九次会议通知于2025年 12月22日以口头通知形式发出，于2025年12月28日以通讯表决方式召开，会议应参加表决的董事7人， 实际参加表决的董事7人。本次会议的召集、召开符合《中华人民共和国公司法》、公司章程和《董事 会议事规则》等有关规定。 关联董事王青运、张辛聿回避表决。 本议案需提交公司股东会审议。 （二）会议以7票同意，0票反对，0票弃权的表决结果，审议通过了《关于召开公司2026年第一次临时 股东会的议案》 公司于2026年1月14日召开公司2026年第一次临时股东会。 通知内容详见2025年12月29日的《证券时报》《中国证券报》《证券日报》及巨潮资讯网 （http://www.cninfo.com.cn）《关于 ...

重要内容提示: ● 案件进展：大连经济技术开发区人民法院已于2025年12月16日出具（2025）辽0291破申5号民事裁定 书，正式受理辽宁港口股份有限公司（以下简称"公司"）下属子公司大连集装箱码头物流有限公司（以 下简称"码头物流公司"）的破产清算申请。 ●上市公司角色：公司通过全资子公司大连港集发物流有限责任公司、大连港集装箱发展有限公司，间 接持有码头物流公司100%股权。码头物流公司为独立法人主体，公司及公司其他下属公司不就其债务 承担担保责任或连带责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 ● 对公司影响：该事项不会对公司现有业务的生产经营产生影响，不会对本期及期后利润产生重大影 响，具体以破产清算事项的实际执行结果及会计师事务所审计结论为准。公司将根据码头物流公司破产 清算的进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 一、子公司破产清算相关情况 （一）子公司基本信息 公司名称：大连集装箱码头物流有限公司；统一社会信用代码：912 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601880 证券简称：辽港股份 公告编号：临2025-065 辽宁港口股份有限公司 关于下属子公司破产清算申请被法院裁定受理 暨涉及诉讼的进展公告 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个别及连带责任。 重要内容提示: ● 案件进展：大连经济技术开发区人民法院已于2025年12月16日出具（2025）辽0291破申5号民事裁定 书，正式受理辽宁港口股份有限公司（以下简称"公司"）下属子公司大连集装箱码头物流有限公司（以 下简称"码头物流公司"）的破产清算申请。 ●上市公司角色：公司通过全资子公司大连港集发物流有限责任公司、大连港集装箱发展有限公司，间 接持有码头物流公司100%股权。码头物流公司为独立法人主体，公司及公司其他下属公司不就其债务 承担担保责任或连带责任。 ● 对公司影响：该事项不会对公司现有业务的生产经营产生影响，不会对本期及期后利润产生重大影 响，具体以破产清算事项的实际执行结果及会计师事务所审计结论为准。公司将根据码头物流公司破产 清算的进展情况及时 ...

Group 1 - The core viewpoint of the news is that Hengji Daxin has disclosed significant share pledges by its major shareholders, which may indicate potential liquidity concerns or strategic financial maneuvers [1] - As of the announcement date, Zhuhai Shiyou has pledged a total of 16.27 million shares, accounting for 9.78% of its holdings, while Zhang Xinyu has pledged 9.15 million shares, representing 100% of his holdings [1] - The revenue composition of Hengji Daxin for the first half of 2025 is as follows: warehousing accounts for 45.82%, loading and unloading for 34.87%, other businesses for 15.79%, and management services for 3.52% [1] Group 2 - The current market capitalization of Hengji Daxin is 3.2 billion yuan [2]

Group 1 - The core point of the article is that Baotai Technology (SH 600794) held its 10th board meeting on December 10, 2025, via telecommunication to discuss the appointment of the auditing firm for the year 2025 [1] - For the year 2024, Baotai Technology's revenue composition is as follows: Supply Chain Management Services accounted for 42.39%, Dock Storage for 25.81%, Smart Logistics for 24.28%, Warehousing for 4.78%, and Data Services for 1.08% [1] - As of the report, Baotai Technology has a market capitalization of 4.5 billion yuan [1] Group 2 - The article mentions that the price of Feitian Moutai has dropped by 43% over the past two years, indicating a significant change in the market dynamics for distributors [1] - The phrase "when the tide goes out, who is swimming naked" suggests that the decline in prices may reveal vulnerabilities among distributors in the industry [1]

Core Insights - Guangzhou Port reported a revenue of approximately 11.163 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 11.06% [1] - The net profit attributable to shareholders for the same period was approximately 748 million yuan, showing a year-on-year decline of 9.20% [1] - In Q3 2025, the company achieved a revenue of about 4.253 billion yuan, with a year-on-year growth of 31.44%, while the net profit attributable to shareholders was approximately 196 million yuan, down 9.41% year-on-year [1] Financial Performance - The company’s gross margin has decreased year-on-year, attributed to the launch of new terminal projects, increased asset depreciation, and financial costs [2] - The gross margin for handling and related businesses is higher than that of logistics and port auxiliary services, leading to a strategic focus on enhancing intermodal transport and comprehensive logistics services [2] - Operating cash flow for the first three quarters was 2.149 billion yuan, a year-on-year decrease of 20.73%, primarily due to the expansion of operational activities and changes in the collection cycle [2] Strategic Initiatives - The company is committed to a digital transformation strategy, focusing on innovation-driven development to enhance operational efficiency and management levels [3] - The South Sand Phase IV fully automated terminal is highlighted as a representative of the new generation of intelligent ports, with container throughput steadily increasing year by year [3] - The company emphasizes the importance of product and service quality, strengthening supply chain security management to ensure efficient material circulation [3]

Core Insights - Milkyway reported a year-on-year revenue growth of 11.7% for the first three quarters of 2025, indicating steady business expansion, while net profit attributable to shareholders increased by 7%, showing a slowdown in growth [1] - The company's Q3 2025 single-quarter net profit declined by 3.51% year-on-year, reflecting pressure on profits despite the overall positive trend [1] - The company is expected to benefit from the improving gross margins in its chemical logistics, warehousing, distribution, and sales businesses due to the reversal of the "involution" trend in the chemical industry [1] Financial Performance - For the first three quarters of 2025, the total revenue reached 10.67 billion yuan, with a year-on-year growth of 11.7% [1] - The net profit attributable to shareholders for the same period was 525 million yuan, reflecting a year-on-year increase of 7.04% [1] - The forecast for net profit attributable to shareholders for 2025E-2027E is 672 million, 818 million, and 1.026 billion yuan, respectively, with corresponding PE ratios of 14, 11, and 9 times [1] Strategic Outlook - The company continues to implement its overseas expansion strategy, which is expected to enhance its long-term development prospects [1] - The overall outlook remains positive, maintaining a "buy" rating based on the company's performance and growth potential [1]

Core Viewpoint - China Merchants Port is a leading global port developer and operator, with significant investment value due to its unique full industry chain service capabilities [1] Group 1: Business Performance - In Q3 2025, China Merchants Port reported revenue of 12.762 billion, ranking 5th among 16 companies in the industry, above the industry average of 9.528 billion and median of 7.044 billion, but below the top two companies, Shanghai Port Group at 29.949 billion and Ningbo Port at 22.882 billion [2] - The main business revenue composition includes port operations at 8.078 billion (95.38%), bonded logistics at 305 million (3.60%), and property development and investment at 85.779 million (1.01%) [2] - The net profit for the same period was 7.463 billion, ranking 2nd in the industry, with the top company, Shanghai Port Group, at 12.398 billion, exceeding the industry average of 2.415 billion and median of 1.14 billion [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio of China Merchants Port was 35.02%, slightly above the industry average of 34.25%, but down from 35.72% in the same period last year [3] - The gross profit margin for the same period was 44.95%, significantly higher than the industry average of 30.73%, and slightly up from 44.73% year-on-year [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.73% to 19,500, while the average number of circulating A-shares held per shareholder increased by 7.22% to 89,400 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the sixth largest, holding 8.889 million shares, a decrease of 1.7195 million shares from the previous period [5] Group 4: Management Compensation - The total compensation for General Manager Lu Yongxin was 2.46 million, an increase of 230,000 from the previous year [4] Group 5: Future Outlook - Guolian Minsheng Securities noted that the H1 2025 performance of China Merchants Port met expectations, with a 3% increase in net profit attributable to shareholders [5] - Key business highlights include a 5.7% year-on-year growth in container throughput and a 15.5% increase in investment income from Ningbo Port [5] - Zheshang Securities highlighted a 16% growth in net profit excluding non-recurring items for H1 2025, with significant contributions from overseas business and core operations [6]