融券方面，盐田港9月30日融券偿还6.64万股，融券卖出200.00股，按当日收盘价计算，卖出金额886.00 元；融券余量11.39万股，融券余额50.46万元，低于近一年40%分位水平，处于较低位。 资料显示，深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层，成立 日期1997年7月21日，上市日期1997年7月28日，公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为：港口货物装 卸运输59.49%，高速公路收费30.11%，仓储及其他服务10.41%。 9月30日，盐田港跌0.23%，成交额5226.94万元。两融数据显示，当日盐田港获融资买入额1053.38万 元，融资偿还1366.90万元，融资净买入-313.52万元。截至9月30日，盐田港融资融券余额合计2.91亿 元。 融资方面，盐田港当日融资买入1053.38万元。当前融资余额2.91亿元，占流通市值的2.08%，融资余额 超过近一年90%分位水平，处于高位。 来源：新浪证券-红岸工作室 截至6月30日，盐田港股东户数6.50万，较上期 ...

来源：新浪证券-红岸工作室 9月30日，盐田港跌0.23%，成交额5226.94万元，换手率0.37%，总市值230.34亿元。 异动分析 航运概念+统一大市场+冷链物流+粤港澳大湾区+深圳国企改革 1、深圳市盐田港股份有限公司的主营业务包括码头的开发与经营；货物装卸与运输；港口配套交通设 施建设与经营；港口配套仓储及工业设施建设与经营等。公司的主要产品或提供的劳务：高速公路收 费、港口货物装卸运输、仓储及其他服务。 2、公司的主要业务包括：投资港口货物装卸与运输业务，码头建设工程管理，收费高速公路经营管 理，海关监管仓和其他港口配套仓储经营。公司从事的港口行业属于国民经济基础产业，行业的发展水 平与国家及区域经济贸易发展状况密切相关。在"双循环"新发展格局下，港口作为连接国内与国际的交 通枢纽，具备放大汇聚物流、资金、贸易、数据的价值；港口主业与以港口为核心的港口供应链成为连 接国内国际两个市场的重要手段。 4、深圳企业,国企,主营港口业务,世界单港集装箱吞吐量最高的码头之一,市场对盐田港整体上市预期较 大,作为大湾区的主要港口之一,有望受益于大湾区的发展。 5、公司实际控制人为深圳市人民政府国有资产监督管 ...

资料显示，深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层，成立 日期1997年7月21日，上市日期1997年7月28日，公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为：港口货物装 卸运输59.49%，高速公路收费30.11%，仓储及其他服务10.41%。 截至6月30日，盐田港股东户数6.50万，较上期增加14.09%；人均流通股48673股，较上期增加23.26%。 2025年1月-6月，盐田港实现营业收入3.89亿元，同比减少4.49%；归母净利润6.53亿元，同比增长 4.07%。 分红方面，盐田港A股上市后累计派现70.00亿元。近三年，累计派现15.57亿元。 机构持仓方面，截止2025年6月30日，盐田港十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 来源：新浪证券-红岸工作室 9月29日，盐田港涨0.00%，成交额9422.48万元。两融数据显示，当日盐田港获融资买入额1542.26万 元，融资偿还1575.16万元，融资净买入-32.91万元。截至9月29日，盐田港融资 ...

分红方面，盐田港A股上市后累计派现70.00亿元。近三年，累计派现15.57亿元。 机构持仓方面，截止2025年6月30日，盐田港十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 融券方面，盐田港9月23日融券偿还1700.00股，融券卖出1200.00股，按当日收盘价计算，卖出金额 5364.00元；融券余量18.19万股，融券余额81.31万元，超过近一年70%分位水平，处于较高位。 资料显示，深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层，成立 日期1997年7月21日，上市日期1997年7月28日，公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为：港口货物装 卸运输59.49%，高速公路收费30.11%，仓储及其他服务10.41%。 截至6月30日，盐田港股东户数6.50万，较上期增加14.09%；人均流通股48673股，较上期增加23.26%。 2025年1月-6月，盐田港实现营业收入3.89亿元，同比减少4.49%；归母净利润6.53亿元，同比增长 4.07%。 来源：新浪证券 ...

来源：新浪证券-红岸工作室 机构持仓方面，截止2025年6月30日，盐田港十大流通股东中，香港中央结算有限公司退出十大流通股 东之列。 9月19日，盐田港涨0.45%，成交额1.15亿元。两融数据显示，当日盐田港获融资买入额1160.52万元， 融资偿还1765.36万元，融资净买入-604.85万元。截至9月19日，盐田港融资融券余额合计2.95亿元。 融资方面，盐田港当日融资买入1160.52万元。当前融资余额2.94亿元，占流通市值的2.07%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，盐田港9月19日融券偿还3.53万股，融券卖出2600.00股，按当日收盘价计算，卖出金额1.17 万元；融券余量18.52万股，融券余额83.34万元，超过近一年70%分位水平，处于较高位。 资料显示，深圳市盐田港股份有限公司位于广东省深圳市盐田区盐田港海港大厦十七层至十九层，成立 日期1997年7月21日，上市日期1997年7月28日，公司主营业务涉及港口投资开发与经营,码头建设工程 管理,收费高速公路经营管理,海关监管仓和其他港口配套仓储经营。主营业务收入构成为：港口货物装 卸运输59.49%，高速 ...

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, with significant expectations for overall listing and benefits from the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2][3] Company Overview - Shenzhen Yantian Port Co., Ltd. was established on July 21, 1997, and listed on July 28, 1997. The company is located in Yantian District, Shenzhen, Guangdong Province [7] - The main business activities include port investment and development, terminal construction management, toll highway operation management, customs supervision warehouses, and other port-related warehousing operations [7] - The revenue composition of the company is as follows: port cargo handling and transportation 59.49%, highway tolls 30.11%, and warehousing and other services 10.41% [7] Business Dynamics - The company operates in the port industry, which is closely linked to the national and regional economic trade development. The port serves as a crucial hub connecting domestic and international markets [2] - In May 2022, Kunshan Zhongpin Cold Chain Logistics Co., Ltd. became a wholly-owned subsidiary of Yantian Port Cold Chain Investment Holdings Co., Ltd. [2] - The company is recognized as one of the highest single-port container throughput terminals globally, with strong market expectations for its overall listing [2] Financial Performance - As of June 30, 2025, Yantian Port achieved an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [8] - The company has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.557 billion yuan distributed in the last three years [8] Market Activity - On September 18, the stock price of Yantian Port fell by 1.10%, with a trading volume of 142 million yuan and a turnover rate of 1.00%, bringing the total market capitalization to 23.294 billion yuan [1] - The stock has seen a net outflow of 5.1332 million yuan from main funds today, marking a reduction in main fund positions for two consecutive days [4][5]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Yantian Port, indicating a mixed performance in terms of financing and stock trading [1][2] - As of September 11, Yantian Port's stock price increased by 0.22%, with a trading volume of 106 million yuan, and a net financing outflow of 357,500 yuan [1] - The total financing and securities balance for Yantian Port reached 282 million yuan, with the financing balance accounting for 1.98% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Yantian Port increased to 65,000, reflecting a growth of 14.09%, with an average of 48,673 circulating shares per person, up by 23.26% [2] - For the first half of 2025, Yantian Port reported an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to the parent company was 653 million yuan, showing a growth of 4.07% [2] - Yantian Port has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.56 billion yuan distributed over the past three years [3]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Yantian Port, indicating a mixed performance in terms of revenue and profit, alongside significant trading volumes in financing and securities lending [1][2][3] Group 2 - As of August 29, Yantian Port's stock price decreased by 0.44%, with a trading volume of 236 million yuan. The financing buy-in amount was 26.63 million yuan, while the financing repayment was 23.07 million yuan, resulting in a net financing buy of 3.56 million yuan [1] - The total financing and securities lending balance for Yantian Port reached 307 million yuan, with the financing balance accounting for 2.14% of the circulating market value, indicating a high level compared to the past year [1] - On the securities lending side, Yantian Port repaid 2,100 shares and sold 300 shares on August 29, with a selling amount of 1,353 yuan, while the remaining securities lending volume was 20,850 shares, with a balance of 940,300 yuan, also at a high level compared to the past year [1] Group 3 - As of June 30, the number of shareholders for Yantian Port was 65,000, an increase of 14.09% from the previous period, with an average of 48,673 circulating shares per person, up by 23.26% [2] - For the first half of 2025, Yantian Port reported operating revenue of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to the parent company was 653 million yuan, reflecting a year-on-year increase of 4.07% [2] Group 4 - Yantian Port has cumulatively distributed 7 billion yuan in dividends since its A-share listing, with 1.56 billion yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited exited the list of the top ten circulating shareholders of Yantian Port [3]

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of Yantian Port, indicating a decline in stock price and a comparison with industry averages [1][2] - As of August 14, Yantian Port's stock closed at 4.55 yuan, down 1.30%, with a rolling PE ratio of 16.84 times and a total market capitalization of 23.658 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.56 times, with a median of 15.87 times, placing Yantian Port at the 20th position in the industry ranking [1][2] Group 2 - The main business activities of Shenzhen Yantian Port Co., Ltd. include the development and operation of terminals, cargo handling and transportation, construction and operation of supporting transportation facilities, and warehousing and industrial facilities [1] - The latest financial results for Q1 2025 show that the company achieved an operating revenue of 171 million yuan, a year-on-year decrease of 14.04%, while net profit was 313 million yuan, reflecting a year-on-year increase of 21.63%, with a gross profit margin of 22.37% [1]

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of Yantian Port, indicating a decline in stock price and a comparison with industry averages [1][2] - As of July 31, Yantian Port's closing price was 4.54 yuan, down 1.52%, with a rolling PE ratio of 16.80 times and a total market capitalization of 23.606 billion yuan [1] - The average PE ratio for the shipping and port industry is 14.72 times, with a median of 15.82 times, positioning Yantian Port at the 20th rank within the industry [1][2] Group 2 - In terms of capital flow, Yantian Port experienced a net outflow of 7.8658 million yuan on July 31, with a total outflow of 21.9367 million yuan over the past five days [1] - The main business activities of Shenzhen Yantian Port Co., Ltd. include the development and operation of terminals, cargo handling and transportation, and the construction and operation of port-related facilities [1] - The latest financial results for Q1 2025 show that the company achieved an operating income of 171 million yuan, a year-on-year decrease of 14.04%, while net profit was 313 million yuan, reflecting a year-on-year increase of 21.63% with a gross profit margin of 22.37% [1]