1月9日，三羊马盘中上涨2.01%，截至10:32，报55.70元/股，成交1.47亿元，换手率7.70%，总市值47.66 亿元。 三羊马所属申万行业为：交通运输-铁路公路-铁路运输。所属概念板块包括：统一大市场、快递概念、 一带一路、新疆振兴、智慧物流等。 截至11月28日，三羊马股东户数1.94万，较上期增加1.00%；人均流通股1797股，较上期增加10.45%。 2025年1月-9月，三羊马实现营业收入11.72亿元，同比增长44.60%；归母净利润-1179.39万元，同比减 少201.58%。 分红方面，三羊马A股上市后累计派现5762.94万元。近三年，累计派现2561.34万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入676.09万元，特大单买入351.80万元，占比2.39%，卖出408.52万元，占 比2.78%；大单买入3486.89万元，占比23.70%，卖出2754.09万元，占比18.72%。 三羊马今年以来股价涨1.07%，近5个交易日涨1.07%，近20日涨34.48%，近60日涨12.03%。 资料显示，三羊马(重庆)物流股份有限公司位于重庆市沙坪坝区土主镇土主中 ...

(责任编辑：谭梦桐) 设施利用率指数为54%，环比上升1.6个百分点。期末库存指数为51.9%，环比上升1.9个百分点。平均库 存周转次数指数为53.4%，环比上升3.4个百分点。 中国物流信息中心相关分析师对《证券日报》记者表示，2025年，中国仓储指数整体运行平稳，呈 现"两头高、中间低"的走势。全年均值为50.7%，较2024年的49.4%上升1.3个百分点，显示行业持续恢 复向好发展。同时，指数波动幅度较2024年明显收窄，显示行业发展韧性增强、内生稳定性提升。分季 度看，去年一季度均值51.2%，实现平稳开局；二季度小幅回落至50.7%；三季度受季节性因素影响继 续放缓至49.7%；四季度在需求回升带动下指数企稳反弹，均值达51.1%。 上述分析师认为，从分项指数走势来看，有以下三个突出特点：一是需求基础更为稳固，新订单指数全 年多数月份位于50%以上，均值为51%，高于2024年同期1.8个百分点，支撑业务活动持续活跃；二是周 转效率保持高效，平均库存周转次数指数除个别月份受天气短期因素扰动外，多数时间运行于扩张区间 较高水平，显示供应链上下游衔接顺畅，商品流通效率较高；三是库存调整更趋理性，期末 ...

1月6日，三羊马盘中下跌2.00%，截至11:10，报52.31元/股，成交1.69亿元，换手率9.18%，总市值44.76 亿元。 资金流向方面，主力资金净流出743.37万元，特大单买入175.85万元，占比1.04%，卖出101.81万元，占 比0.60%；大单买入2561.16万元，占比15.17%，卖出3378.57万元，占比20.02%。 三羊马所属申万行业为：交通运输-铁路公路-铁路运输。所属概念板块包括：统一大市场、新疆振兴、 一带一路、快递概念、智慧物流等。 三羊马今年以来股价跌5.08%，近5个交易日跌2.42%，近20日涨25.99%，近60日涨6.02%。 资料显示，三羊马(重庆)物流股份有限公司位于重庆市沙坪坝区土主镇土主中路199号附1-80号，成立日 期2005年9月6日，上市日期2021年11月30日，公司主营业务涉及汽车整车综合运输服务业务、非汽车商 品综合运输服务业务、仓储服务业务。主营业务收入构成为：汽车整车综合物流服务60.54%，非汽车 商品综合物流服务36.66%，仓储服务1.60%，其他(补充)1.19%。 分红方面，三羊马A股上市后累计派现5762.94万元。近 ...

截至发稿，恒基达鑫市值为33亿元。 每经头条（nbdtoutiao）——涨疯了！黄金、铂金、白银通通创历史新高，美元大贬值！专家：美联储 独立性遭干预引发危机；前美联储理事：大幅降息重启房地产市场 每经AI快讯，恒基达鑫（SZ 002492，收盘价：8.17元）12月28日晚间发布公告称，公司第六届第十九 次董事会会议于2025年12月28日以通讯表决方式召开。会议审议了《关于2026年度日常关联交易预计的 议案》等文件。 2025年1至6月份，恒基达鑫的营业收入构成为：仓储占比45.82%，装卸占比34.87%，其他业务占比 15.79%，管理服务占比3.52%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） ...

每经AI快讯，恒基达鑫（SZ 002492，收盘价：7.55元）12月19日晚间发布公告称，公司2025年1-11月 计提资产减值准备金额合计6370.46万元，减少2025年1-11月合并报表利润总额6370.46万元，减少2025 年1-11月归属于上市公司股东的净利润4628.45万元，减少2025年1-11月归属于上市公司股东的所有者权 益4628.45万元。本次计提资产减值事项未经会计师事务所审计。 每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ （记者 曾健辉） 2025年1至6月份，恒基达鑫的营业收入构成为：仓储占比45.82%，装卸占比34.87%，其他业务占比 15.79%，管理服务占比3.52%。 截至发稿，恒基达鑫市值为31亿元。 ...

Investment Rating - The report indicates a strong growth potential for the third-party logistics (3PL) industry in China, with an expected market size exceeding 1.2 trillion RMB by 2025, reflecting a compound annual growth rate (CAGR) of over 10% [18][20]. Core Insights - The third-party logistics industry is characterized by a diverse range of services, including transportation, warehousing, distribution, logistics information management, supply chain design, and reverse logistics [7][8]. - The industry has evolved significantly, driven by the rapid growth of e-commerce and manufacturing, leading to increased demand for logistics services and a shift towards more integrated and intelligent supply chain solutions [12][14]. - The report emphasizes the importance of technology, such as artificial intelligence, IoT, and big data, in enhancing logistics efficiency and service quality [20][27]. Market Size and Structure Analysis - The overall market size of China's 3PL industry surpassed 1 trillion RMB in 2024, with significant contributions from e-commerce, manufacturing, and fast-moving consumer goods sectors [17][18]. - By 2025, the market is projected to reach 1.2 trillion RMB, with warehousing services accounting for approximately 30% and transportation services for about 40% of the total market [21][25]. - The report highlights the strong growth in niche markets such as e-commerce logistics, pharmaceutical logistics, and cold chain logistics, driven by technological advancements and changing consumer demands [22][24]. Competitive Landscape - The market concentration is increasing, with leading companies like SF Express, JD Logistics, and COSCO Shipping Logistics capturing over 40% of the market share [33][37]. - These leading firms leverage extensive logistics networks, advanced technology, and strong capital to maintain their competitive edge [51][52]. - Smaller logistics companies focus on specific regional markets and niche services, often emphasizing personalized and flexible solutions to meet local demands [54][56]. Demand Analysis - The manufacturing sector remains the largest customer group, accounting for about 40% of the market, with a growing emphasis on efficiency, precision, and cost control in logistics services [30][39]. - E-commerce and retail sectors are rapidly expanding, driving demand for fast delivery and last-mile services, which necessitate continuous innovation in logistics solutions [42][43]. - The fast-moving consumer goods and pharmaceutical industries have specific logistics requirements, including speed, frequency, safety, and compliance with regulations [45][46]. Future Development Trends - The report predicts a deep integration of smart and digital technologies across the logistics chain, enhancing automation and decision-making capabilities [57]. - Green logistics and sustainable practices are becoming central to industry development, with a focus on reducing carbon emissions and optimizing resource use [58][59]. - Cross-industry collaboration and innovation are expected to drive the evolution of logistics services, creating a more interconnected and efficient ecosystem [60].

Core Insights - The China Warehousing Index for November 2025 is at 50.4%, a decrease of 0.2 percentage points from the previous month, indicating continued expansion above the 50% threshold, with new orders and facility utilization on the rise, reflecting an optimistic outlook for the industry [1][3] Group 1: New Orders and Facility Utilization - New orders index remains stable at 50.5%, supported by sustained demand in certain bulk commodity markets and e-commerce promotions, indicating steady growth in warehousing business [3] - Facility utilization index increased to 52.4%, up by 0.8 percentage points from the previous month, with significant growth in new orders for non-ferrous metals, chemical products, food, and daily necessities [3] Group 2: Inventory and Turnover - Average inventory turnover index is at 50%, down by 1.2 percentage points from last month, while the end-of-period inventory index rose by 0.6 percentage points, indicating a stabilization in inventory levels [3] - The trend shows a smoother connection in the supply chain, with a slight easing in the decline of inventory levels and a modest increase in companies' willingness to replenish stock, particularly in steel, chemical products, machinery, and daily necessities [3] Group 3: Business Confidence and Future Outlook - Business activity expectation index rose to 55.3%, an increase of 4.2 percentage points from the previous month, reflecting strong confidence among enterprises regarding future market conditions [3] - With ongoing policy support and the release of investment and consumption-related demand, the warehousing business is expected to see further growth, maintaining a stable and positive development trend [3]

深圳靠谱的仓储公司怎么选？看完这篇不踩坑 在深圳做电商、贸易或者有仓储需求的朋友，肯定都想找家有实力又靠谱的仓储公司合作，但深圳仓储公司这么多，各自的优缺点个不同享，到底怎么选才 不踩坑呢？在此嘉禾云仓-红酒仓库就跟大家分享下。 首先，深圳的仓储公司，要么是规模大，要么是服务好，要么是在某个细分领域特别专业。比如有的公司主打电商仓储，能对接各大平台，一键发货；有的 专攻冷链仓储，生鲜、医药都能存；还有的专注红酒、奢侈品这类高端仓储，配套设施特别全。咱先得明确自己的需求，是存普通货物，还是特殊品类？是 短期放，还是长期仓储？需求定了，选起来就有方向了。 其次，别光看名气，实地考察才是关键。很多朋友觉得 "出名 = 靠谱"，其实不然，有的公司名气大但服务跟不上，比如发货慢、丢货率高，反而闹心。去 仓库看看，场地干不干净、货架规不规范、消防设施齐不齐，这些都是硬指标。比如货架有没有生锈、货物码放乱不乱，能看出管理水平；消防通道通不通 畅、灭火器有没有定期检查，关系到货物安全，这可是大事。 再者，看服务和性价比。出名的仓储公司收费可能稍高，但得看值不值。比如有的公司除了仓储，还提供分拣、打包、配送一站式服务，虽然单价 ...

Group 1 - The core stock price of Xishanghai increased by 2.12% to 20.25 CNY per share, with a total market capitalization of 2.725 billion CNY as of November 27 [1] - The net inflow of main funds was 233,300 CNY, with large orders accounting for 2.61% of the total [1] - Xishanghai's stock price has risen by 27.12% year-to-date, but has seen a decline of 2.27% in the last five trading days [2] Group 2 - Xishanghai's main business includes automotive logistics and manufacturing, with revenue composition: automotive trim (51.08%), warehousing services (18.16%), braking systems (16.20%), transportation services (11.81%), and others (2.75%) [2] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on July 7 [2] - As of September 30, the number of shareholders increased by 4.76% to 10,200, while the average circulating shares per person decreased by 4.54% to 13,151 shares [2] Group 3 - Xishanghai achieved operating revenue of 1.287 billion CNY from January to September 2025, representing a year-on-year growth of 23.69%, while net profit attributable to shareholders decreased by 98.29% to 860,300 CNY [2] - The company has distributed a total of 166.7 million CNY in dividends since its A-share listing, with 89.255 million CNY distributed over the past three years [3]

Core Points - The stock price of Xishanghai increased by 2.01% on November 14, reaching 21.35 CNY per share, with a total market capitalization of 2.873 billion CNY [1] - Xishanghai's stock has risen 34.02% year-to-date, with a 1.52% increase over the last five trading days and a 12.72% increase over the last 20 days [1] - The company has been on the "Dragon and Tiger List" six times this year, with the most recent occurrence on July 7 [1] Financial Performance - For the period from January to September 2025, Xishanghai reported revenue of 1.287 billion CNY, representing a year-on-year growth of 23.69% [2] - The net profit attributable to the parent company was 860,300 CNY, showing a significant decline of 98.29% year-on-year [2] Shareholder Information - As of September 30, Xishanghai had 10,200 shareholders, an increase of 4.76% from the previous period [2] - The average number of circulating shares per shareholder decreased by 4.54% to 13,151 shares [2] Dividend Information - Since its A-share listing, Xishanghai has distributed a total of 167 million CNY in dividends, with 89.26 million CNY distributed over the last three years [3]