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嘉友国际股价涨5.17%,华商基金旗下1只基金重仓,持有2.6万股浮盈赚取1.92万元
Xin Lang Cai Jing· 2025-10-09 05:31
10月9日,嘉友国际涨5.17%,截至发稿,报15.04元/股,成交1.90亿元,换手率0.95%,总市值205.75亿 元。 资料显示,嘉友国际物流股份有限公司位于北京市石景山区城通街26号院2号楼23-24层,成立日期2005 年6月22日,上市日期2018年2月6日,公司主营业务涉及跨境多式联运、大宗矿产品物流、智能仓储等 跨境多式联运综合物流服务及供应链贸易服务。主营业务收入构成为:供应链贸易服务62.06%,跨境 多式联运综合物流服务29.83%,陆港项目服务7.57%,PPP项目合同0.53%,其他0.02%。 从基金十大重仓股角度 数据显示,华商基金旗下1只基金重仓嘉友国际。华商稳健泓利一年持有混合A(016641)二季度持有 股数2.6万股,占基金净值比例为0.78%,位居第六大重仓股。根据测算,今日浮盈赚取约1.92万元。 华商稳健泓利一年持有混合A(016641)成立日期2023年5月16日,最新规模2764.38万。今年以来收益 6.88%,同类排名6528/8238;近一年收益5.65%,同类排名6626/8082;成立以来收益12.61%。 华商稳健泓利一年持有混合A(016641) ...
嘉友国际股价跌5.11%,景顺长城基金旗下1只基金位居十大流通股东,持有862.11万股浮亏损失637.96万元
Xin Lang Cai Jing· 2025-09-29 05:18
Core Viewpoint - 嘉友国际 experienced a decline of 5.11% on September 29, with a stock price of 13.74 CNY per share and a total market capitalization of 18.796 billion CNY [1] Company Overview - 嘉友国际物流股份有限公司, established on June 22, 2005, and listed on February 6, 2018, is based in Beijing and specializes in cross-border multimodal transport, bulk mineral product logistics, and smart warehousing [1] - The revenue composition of 嘉友国际 includes: 62.06% from supply chain trade services, 29.83% from cross-border multimodal transport services, 7.57% from land port project services, 0.53% from PPP project contracts, and 0.02% from other services [1] Shareholder Information - 景顺长城基金旗下的景顺长城景盛双息收益债券A类 (002065) increased its holdings by 3.4726 million shares in the second quarter, now holding 8.6211 million shares, representing 0.63% of the circulating shares [2] - The estimated floating loss for this fund today is approximately 6.3796 million CNY [2] Fund Performance - 景顺长城景盛双息收益债券A类 (002065) has a total asset size of 10.557 billion CNY, with a year-to-date return of 7.06% and a one-year return of 8.3% [2] - The fund has ranked 343 out of 6588 in its category this year and 573 out of 6318 over the past year [2] Fund Manager Information - The fund managers for 景顺长城景盛双息收益债券A类 (002065) are 李怡文, 邹立虎, and 李曾卓卓, with varying tenures and performance records [3] - 李怡文 has a tenure of 15 years and a best fund return of 84.05% [3] - 邹立虎 has a tenure of 8 years with a best fund return of 64.28% [3] - 李曾卓卓 has a tenure of 3 years with a best fund return of 21.3% [3] Fund Holdings - 景顺长城价值驱动一年持有期灵活配置混合 (008715) holds 969,400 shares of 嘉友国际, accounting for 3.2% of the fund's net value, making it the eighth largest holding [4] - The estimated floating loss for this fund today is approximately 717,300 CNY [4] Additional Fund Information - 景顺长城价值驱动一年持有期灵活配置混合 (008715) has a total asset size of 325 million CNY, with a year-to-date return of 17.99% [4] - The fund has ranked 4694 out of 8244 in its category this year and 5591 out of 8080 over the past year [4]
嘉友国际股价涨5.01%,中欧基金旗下1只基金位居十大流通股东,持有1060.01万股浮盈赚取710.2万元
Xin Lang Cai Jing· 2025-09-23 06:34
9月23日,嘉友国际涨5.01%,截至发稿,报14.04元/股,成交2.61亿元,换手率1.41%,总市值192.07亿 元。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 从嘉友国际十大流通股东角度 数据显示,中欧基金旗下1只基金位居嘉友国际十大流通股东。中欧时代先锋股票A(001938)二季度 增持560万股,持有股数1060.01万股,占流通股的比例为0.77%。根据测算,今日浮盈赚取约710.2万 元。 中欧时代先锋股票A(001938)成立日期2015年11月3日,最新规模89.86亿。今年以来收益41.4%,同 类排名1006/4220;近一年收益54.3%,同类排名1830/3814;成立以来收益320.1%。 中欧时代先锋股票A(001938)基金经理为周蔚文、罗佳明。 截至发稿,周蔚文累计任职时间18年318天,现任基金资产总规模293.8亿元,任职期间最佳基金回报 534.03%, 任职期间最差基金回报-45.31%。 罗佳明累计 ...
嘉友国际涨2.08%,成交额5191.43万元,主力资金净流入1216.23万元
Xin Lang Cai Jing· 2025-09-18 02:14
Core Viewpoint - 嘉友国际's stock price has shown fluctuations with a recent increase, while the company faces a decline in revenue and profit year-on-year [1][2]. Financial Performance - As of June 30, 嘉友国际 reported a revenue of 40.84 billion, a year-on-year decrease of 11.99% [2]. - The net profit attributable to shareholders was 5.61 billion, reflecting a year-on-year decrease of 26.15% [2]. - The company has distributed a total of 19.10 billion in dividends since its A-share listing, with 12.79 billion distributed over the last three years [3]. Stock Market Activity - On September 18, 嘉友国际's stock price rose by 2.08% to 12.79 yuan per share, with a trading volume of 51.91 million and a turnover rate of 0.30% [1]. - The total market capitalization of 嘉友国际 is 174.97 billion [1]. - Year-to-date, the stock price has decreased by 5.51%, but it has increased by 1.83% over the last five trading days, 11.12% over the last 20 days, and 30.11% over the last 60 days [1]. Shareholder Information - As of June 30, 嘉友国际 had 33,800 shareholders, an increase of 20.77% from the previous period [2]. - The average number of circulating shares per shareholder is 40,507, which is an increase of 15.93% [2]. - Notable institutional shareholders include 中欧时代先锋股票A and 景顺长城景盛双息收益债券A类, both of which increased their holdings [3].
嘉友国际(603871):Q2中蒙业务触底,非洲陆港毛利高增
Changjiang Securities· 2025-08-31 10:15
Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - In H1 2025, the company's revenue was 4.08 billion yuan, a year-on-year decrease of 12.0%, and the net profit attributable to the parent company was 560 million yuan, down 26.1% [2][4]. - In Q2 2025, the company's revenue was 1.79 billion yuan, a year-on-year decrease of 32.4%, and the net profit attributable to the parent company was 300 million yuan, down 33.9% [2][4]. - The decline in revenue and profit was primarily due to weakened demand for Mongolian coal, with the average price of coking coal dropping approximately 40% in Q2 2025 [2][4]. - The company is seeing steady growth in its African logistics projects, particularly with the opening of the Kasai highway and the expected profit increase from new projects in Zambia [2][4]. - Since July, the rebound in coking coal prices driven by "anti-involution" in the coal market is expected to lead to a recovery in trade price differentials in Q3 [2][4]. Summary by Sections Financial Performance - For H1 2025, the company reported a revenue of 4.08 billion yuan, down 12.0% year-on-year, and a net profit of 560 million yuan, down 26.1% [2][4]. - In Q2 2025, the revenue was 1.79 billion yuan, a decrease of 32.4% year-on-year, with a net profit of 300 million yuan, down 33.9% [2][4]. - The company announced an interim dividend plan, distributing a cash dividend of 0.2 yuan per share (including tax), with a payout ratio of 48.8% [4]. Business Operations - The Mongolian coal business faced challenges, with both volume and price declining due to domestic demand issues, leading to a significant drop in revenue from this segment [2][4]. - The company has been expanding its overseas logistics network, establishing international transport fleets and specialized teams in Mongolia, Africa, and Central Asia, which has resulted in a rapid increase in cross-border logistics service revenue [2][4]. - The Kasai highway's traffic volume is steadily increasing, contributing to sustained profitability, with new projects in Zambia expected to enhance earnings in the second half of the year [2][4]. Future Outlook - The company anticipates that the Mongolian coal supply chain trade business will recover from its performance bottom, with a potential rebound in earnings in the second half of the year [2][4]. - The logistics network in Africa is taking shape, with ongoing projects expected to drive high growth, which the market may currently underestimate [2][4]. - Forecasts for net profit attributable to the parent company are 1.30 billion yuan, 1.54 billion yuan, and 1.79 billion yuan for 2025, 2026, and 2027, respectively, with corresponding P/E ratios of 12.9, 11.0, and 9.4 [2][4].
西部创业:2025年上半年净利润2.95亿元 同比增长88.7%
Sou Hu Cai Jing· 2025-08-27 10:35
Financial Performance - The company's operating revenue for the current period is 640,971,168.34 CNY, a decrease from 648,784,083.0 CNY in the same period last year [1] - The net profit attributable to shareholders is 294,541,205.00 CNY, significantly up from 156,088,990.0 CNY year-on-year [1] - The net profit after deducting non-recurring gains and losses is 133,098,971.04 CNY, down from 162,148,616.5 CNY in the previous year [1] - The net cash flow from operating activities is 206,700,486.67 CNY, a decline from 322,850,952.4 CNY year-on-year [1] Earnings Per Share - Basic earnings per share is 0.2020 CNY, an increase from 0.107 CNY in the previous year [2] - Diluted earnings per share is also 0.2020 CNY, compared to 0.107 CNY last year [2] - The weighted average return on equity is 4.71%, up from 2.64% year-on-year [2] Asset and Liability Changes - Total assets at the end of the current period are 6,954,645,201.39 CNY, an increase from 6,785,031,309.4 CNY at the end of the previous year [2] - The company's construction in progress has increased by 37.03% compared to the end of the previous year, while fixed assets have decreased by 1.69% [35] - The company's liabilities have seen a significant decrease in tax payable by 90.92% compared to the end of the previous year [38] Cash Flow Analysis - The net cash flow from financing activities is -2,656,600 CNY, a decrease of 97,300 CNY year-on-year [24] - The net cash flow from investment activities is -22 million CNY, compared to -8,474,070 CNY in the previous year [24] - The company's free cash flow has shown fluctuations over the years, with the latest figure being 2.07 billion CNY [27] Shareholder Structure - The largest shareholder is Ningxia State-owned Capital Operation Group Co., Ltd., holding 17.189% of the shares [47] - Other significant shareholders include China Energy Group Ningxia Coal Industry Co., Ltd. and China Cinda Asset Management Co., Ltd., both maintaining their shareholding proportions [47] Industry Overview - The company operates in the railway transportation industry, primarily engaged in railway transportation, supply chain trade services, real estate leasing, and wine sales [9]
西部创业(000557) - 000557西部创业投资者关系管理信息20250724
2025-07-24 06:53
Group 1: Strategic Positioning and Goals - The company aims to become a leading modern logistics enterprise with strong regional competitiveness [2] - Strategic goals include supporting national development strategies and transforming from a traditional railway carrier to a comprehensive logistics service provider [2][3] Group 2: Business Development Plans - **Railway Transportation**: Focus on expanding the railway network in Ningxia and Inner Mongolia, optimizing coal transportation routes, and enhancing the railway infrastructure [3][4] - **Supply Chain**: Promote multimodal logistics integration and reduce logistics costs through resource consolidation [3][5] - **Wine Sector**: Focus on inventory management and planning for future business transformation [5] Group 3: Railway Operations and Capacity - The company has a designed railway capacity of 100 million tons, with a projected railway throughput of 72.22 million tons in 2024, representing a 9.09% year-on-year increase [4] - The railway network spans 315 kilometers in operation and 642 kilometers in total, facilitating connections to major national rail lines [4] Group 4: Market Conditions and Challenges - The company faces a complex international environment and insufficient domestic demand, but economic indicators remain stable [3][4] - Future growth in railway throughput is expected to continue, with a focus on market responsiveness and cost reduction strategies [4] Group 5: Supply Chain Trade Services - The supply chain trade service relies on railway transportation, with low gross margins impacting net profit [5] - No new supply chain contracts were signed for 2024, focusing instead on completing existing contracts from 2023 [5]
西部创业分析师会议-20250515
Dong Jian Yan Bao· 2025-05-15 14:16
Report Summary 1. Report Industry Investment Rating No information provided in the report. 2. Core Viewpoints - The company focuses on the railway transportation main business, plans to improve the railway network, and build a first - class modern logistics enterprise and high - quality listed company [23]. - The company is actively involved in the construction of projects such as the Ningdong Energy and Chemical Industry Base Shanggouwan Logistics Park and the Ningdong Railway electrification transformation, aiming to enhance its competitiveness and expand its business scale [23][24]. - The company will adjust its business strategies according to market conditions, such as the supply - chain trading business being suspended in 2024 Q1 and may resume operations in the future [26]. 3. Summary by Directory 3.1. Research Basic Situation - The research object is Western Entrepreneurship, belonging to the logistics industry, and the reception time was May 15, 2025. The reception staff included the board secretary, enterprise management department, finance department, legal and securities affairs department, and the general dispatcher and production technology department head of Xichuang Ningdong Railway [17]. 3.2. Detailed Research Institutions - The research institutions included Guotai Fund (represented by Lin Zhi), Dongwu Securities (represented by Meng Xiangwen), and Shenwan Hongyuan (represented by Guo Yan) [18]. 3.3. Research Institution Proportion No information provided in the report. 3.4. Main Content Data - **Strategic Planning**: The company will continue to focus on the railway transportation main business, improve the railway network, and build logistics parks to extend and supplement the industrial chain [23]. - **Market Position**: In 2024, the company's railway transportation business volume accounted for more than half of the regional railway freight volume, and the volume is growing steadily. The company is building the Shanggouwan Logistics Park in the Ningdong Energy and Chemical Industry Base, with an investment of 84.0815 million yuan [23][24]. - **Railway Business**: The Ningdong Railway electrification transformation project has an investment of 1.4865 billion yuan, with a cumulative investment of 639 million yuan by the end of 2024 and a project progress of 52%. The company will plan the construction of external and internal branch lines [24]. - **Charging Standards**: The railway freight price is 0.19 yuan/ton - kilometer (excluding tax), the minimum mileage is 40 kilometers, and the container freight rates are 4.45 yuan/box - kilometer (excluding tax) for 20 - foot containers and 6.05 yuan/box - kilometer (excluding tax) for 40 - foot containers. The railway transportation杂费 is adjusted twice a year according to market conditions [25]. - **Railway Transport Volume**: In 2024, the railway transport volume was 72.22 million tons, a year - on - year increase of 9.09%. The company will increase the transport volume through various measures [25]. - **"Xinjiang Coal Out - bound" Impact**: The company's railway transport volume is stable and less affected by the external environment. It actively participates in the "Xinjiang Coal into Ningxia" strategy [26]. - **Supply - Chain Trading Business**: Affected by the market and policies, the business was suspended after Q1 2024 and may resume in the future according to the situation [26]. - **Shareholder Return**: The company plans to distribute a cash dividend of 0.5 yuan per 10 shares (including tax) based on the total share capital of 1.4583747 billion shares as of December 31, 2024, with an expected dividend of 72.9187 million yuan, subject to the approval of the 2024 annual shareholders' meeting [26].
西部创业(000557) - 000557西部创业投资者关系管理信息20250515
2025-05-15 09:26
Strategic Planning - The company focuses on the main business of railway transportation, leveraging the industrial layout and transportation system in Ningxia to enhance the railway network and logistics parks, aiming to build a first-class modern logistics enterprise and a high-quality listed company [2][3]. Market Position and Competition - The company's railway transportation business accounts for over 50% of the total railway freight volume in the region, with a stable growth trend [3]. - The company is investing CNY 84.0815 million in the construction of the Ningdong Energy Chemical Base logistics park project, which is currently under construction [3]. Railway Business Development - The electrification project of the Ningdong Railway has an investment scale of CNY 1.4865 billion, with a cumulative investment of CNY 639 million as of the end of 2024, indicating a project progress of 52% [3]. - The company plans to enhance its core competitiveness and expand its railway network to stabilize business growth [3]. Pricing and Revenue - The railway transportation service charges a maximum freight rate of CNY 0.19 per ton-kilometer (excluding tax), with container rates set at CNY 4.45 per 20-foot container-kilometer and CNY 6.05 per 40-foot container-kilometer (excluding tax) [4]. - The company has adjusted some ancillary fees twice this year based on market conditions to enhance competitiveness [4]. Future Goals and Performance - In 2024, the company achieved a railway freight volume of 72.22 million tons, representing a year-on-year growth of 9.09% [4]. - Future plans include optimizing transportation organization and expanding customer outreach to further increase railway freight volume [4]. Supply Chain and Trade Business - The supply chain trade service relies on railway transportation, but operations were suspended in Q1 2024 due to market and policy impacts, with no asset disposal issues currently [5][6]. - The company will consider resuming operations based on macro policies and market conditions [6]. Shareholder Returns - The company plans to distribute a cash dividend of CNY 0.5 per share, totaling approximately CNY 72.9187 million, subject to approval at the upcoming shareholder meeting [6].