来源：新浪证券-红岸工作室 1月8日，海通发展涨0.24%，成交额1.71亿元，换手率4.92%，总市值115.19亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额5053.37万，占总成交额的4.43%。 技术面：筹码平均交易成本为12.62元 该股筹码平均交易成本为12.62元，近期筹码减仓，但减仓程度减缓；目前股价在压力位13.08和支撑位 11.78之间，可以做区间波段。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领 ...

来源：新浪证券-红岸工作室 1月6日，海通发展涨2.50%，成交额1.89亿元，换手率5.54%，总市值113.98亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 5、根据2024年年报，公司海外营收占比为65.04%，受益于人民币贬值。 (免 ...

来源：新浪证券-红岸工作室 12月31日，海通发展跌2.03%，成交额1.93亿元，换手率5.74%，总市值111.75亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 区间今日近3日近5日近10日近20日主力净流入-636.27万-2175.96万-1.22亿-7159.87万-1.48亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.38亿，占总成交额的6.59%。 技术面：筹码平均交易成本为12.70元 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之 ...

Core Viewpoint - The company, Haitong Development, is a leading player in the domestic private dry bulk shipping sector, primarily engaged in coastal and international shipping of dry bulk goods, with a significant portion of its revenue derived from overseas operations benefiting from the depreciation of the Renminbi. Company Overview - Haitong Development is located at 42nd Floor, Shenglong Global Building, No. 23 Changting Street, Taijiang District, Fuzhou, Fujian Province [2][3] - The company was established on March 19, 2009, and went public on March 29, 2023, focusing on dry bulk shipping services [8] - The main revenue sources are shipping income (90.84%) and other income (9.16%) [8] Financial Performance - For the period from January to September 2025, Haitong Development achieved an operating income of 3.009 billion yuan, representing a year-on-year increase of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8] - As of September 30, 2024, overseas revenue accounted for 65.04% of total revenue, benefiting from the depreciation of the Renminbi [4] Market Activity - On December 25, the stock price of Haitong Development fell by 1.69%, with a trading volume of 450 million yuan and a turnover rate of 12.55%, resulting in a total market capitalization of 11.862 billion yuan [1] - The stock has seen a net outflow of 79.76 million yuan from main funds, indicating a reduction in institutional holdings [5][6] Technical Analysis - The average trading cost of the stock is 12.78 yuan, with the current price approaching a resistance level of 13.08 yuan, suggesting potential for a price correction if this level is not surpassed [7]

来源：新浪证券-红岸工作室 资金分析 今日主力净流入-5868.63万，占比0.09%，行业排名32/35，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-3.71亿，连续2日被主力资金减仓。 12月24日，海通发展涨0.00%，成交额6.59亿元，换手率18.24%，总市值120.66亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长 ...

Core Viewpoint - The company, Haitong Development, has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in the dry bulk shipping sector [1]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and primarily engages in domestic coastal and international ocean dry bulk transportation [2][3]. - The company has established itself as a leading player in the domestic private dry bulk shipping industry, focusing on coal transportation and expanding into iron ore and other dry bulk goods [3]. Financial Performance - For the first nine months of 2025, Haitong Development reported a revenue of 3.009 billion yuan, representing a year-on-year growth of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. - The company's overseas revenue accounted for 65.04% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. Market Activity - On December 19, the stock price of Haitong Development increased by 4.33%, with a trading volume of 290 million yuan and a turnover rate of 8.44%, leading to a total market capitalization of 11.62 billion yuan [1]. - The stock has seen a net inflow of 9.1195 million yuan from major investors, although the overall trend in the industry shows a net outflow of 132 million yuan [5][6]. Shareholder Information - As of September 30, the number of shareholders for Haitong Development was 26,400, a decrease of 18.54% from the previous period, with an average of 10,529 circulating shares per person, an increase of 24.72% [8]. - The company has distributed a total of 266 million yuan in dividends since its A-share listing [9].

异动分析 来源：新浪证券-红岸工作室 12月18日，海通发展涨0.67%，成交额2.28亿元，换手率6.75%，总市值111.38亿元。 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 5、根据2024年年报，公司海外营收占比为65.04%，受益于人民币贬值。 ...

Core Viewpoint - The company, Haitong Development, experienced a decline of 5.08% in stock price on December 16, with a trading volume of 233 million yuan and a market capitalization of 10.934 billion yuan [1]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and primarily engages in domestic coastal and international ocean dry bulk transportation [2][3]. - The company has established itself as a leading player in the domestic private dry bulk shipping sector, focusing on coal transportation along the Bohai Bay to Yangtze River ports, while also expanding into iron ore and other dry bulk goods [3]. Financial Performance - For the first nine months of 2025, Haitong Development reported a revenue of 3.009 billion yuan, reflecting a year-on-year growth of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. - The company’s overseas revenue accounted for 65.04% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders decreased by 18.54% to 26,400, with an average of 10,529 circulating shares per person, which increased by 24.72% [8]. - The stock has seen a net outflow of 13.79 million yuan from major investors today, with a continuous reduction in major funds over the past three days [5][6]. Technical Analysis - The average trading cost of the stock is 12.76 yuan, with recent rapid selling of shares observed. The current stock price is near a resistance level of 11.95 yuan, indicating potential for a price correction if this level is not surpassed [7].

Core Viewpoint - The company, Haitong Development, has shown a positive stock performance with a 1.14% increase in share price and a total market capitalization of 11.518 billion yuan, indicating investor interest in its operations and growth potential [1]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and primarily engages in domestic coastal and international ocean dry bulk transportation [2][3]. - The company has established itself as a leading player in the domestic private dry bulk shipping sector, focusing on coal transportation along key routes and expanding into iron ore and other dry bulk goods [3]. Financial Performance - For the first nine months of 2025, Haitong Development reported a revenue of 3.009 billion yuan, reflecting a year-on-year growth of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. - The company’s overseas revenue accounted for 65.04% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. Market Activity - The stock has experienced a net outflow of 1.9978 million yuan from major investors today, with a continuous reduction in major fund holdings over the past three days [5][6]. - The average trading cost of the stock is 12.81 yuan, with the current price approaching a resistance level of 13.08 yuan, suggesting potential for upward movement if this level is surpassed [7]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.54% to 26,400, while the average number of circulating shares per person increased by 24.72% to 10,529 shares [8].

Core Viewpoint - The company, Haitong Development, is a leading player in the domestic private dry bulk shipping sector, primarily engaged in coastal and international shipping of dry bulk goods, with a significant portion of its revenue derived from overseas operations benefiting from the depreciation of the RMB [2][4]. Company Overview - Haitong Development is located at 23 Changting Street, Taijiang District, Fuzhou, Fujian Province, and was established on March 19, 2009, with its listing date on March 29, 2023 [8]. - The company primarily focuses on domestic coastal and international ocean dry bulk transportation, with shipping revenue accounting for 90.84% of its total income [8]. - As of September 30, 2025, the company reported a revenue of 3.009 billion yuan, representing a year-on-year growth of 16.32%, while the net profit attributable to shareholders decreased by 38.47% to 253 million yuan [8]. Financial Performance - The company’s overseas revenue accounted for 65.04% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [4]. - The company has distributed a total of 266 million yuan in dividends since its A-share listing [9]. Market Activity - On December 12, the company's stock price fell by 0.89%, with a trading volume of 241 million yuan and a turnover rate of 6.98%, resulting in a total market capitalization of 11.388 billion yuan [1]. - The stock has seen a net outflow of 18.4254 million yuan from major investors today, with a ranking of 29 out of 35 in its industry [5][6].