来源：新浪证券-红岸工作室 12月5日，物产中大涨0.92%，成交额2.08亿元，换手率0.74%，总市值284.93亿元。 异动分析 大豆+统一大市场+共同富裕示范区+参股保险+期货概念 1、公司有涉及玉米、大豆等农产品供应链集成服务。 2、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 4、2024年半年度报告，公司在持续发展融资租赁、期货、财务公司、典当、油气交易平台、资产管 理、私募基金、保理等金融服务业务的基础上，公司战略参股信泰人寿，目前持有信泰人寿33%的股 权。 5 ...

1、公司有涉及玉米、大豆等农产品供应链集成服务。 2、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 4、2024年半年度报告，公司在持续发展融资租赁、期货、财务公司、典当、油气交易平台、资产管 理、私募基金、保理等金融服务业务的基础上，公司战略参股信泰人寿，目前持有信泰人寿33%的股 权。 5、根据2025年5月30日公告：公司控股子公司"物产中大期货有限公司"简称"期货公司" 荣获"中国最佳 期货公司"奖项， 稳价订单项目成为期货经营机构服务实体经济优秀案例。 来源：新浪证券- ...

2、公司有涉及玉米、大豆等农产品供应链集成服务。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 来源：新浪证券-红岸工作室 11月27日，物产中大涨0.37%，成交额1.88亿元，换手率0.67%，总市值278.21亿元。 异动分析 统一大市场+大豆+共同富裕示范区+参股保险+期货概念 1、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.54亿，占总成交额的13.58%。 技术面：筹码平均交易成本为5.71元 该股筹码平均交易成本为5.71元，近期筹码减仓，但减仓程度减缓 ...

Core Viewpoint - The company, Wuchan Zhongda, experienced a decline in stock price by 3.25% on November 21, with a trading volume of 502 million yuan and a total market capitalization of 27.666 billion yuan [1] Group 1: Business Operations - The company is involved in the integrated service of agricultural supply chains, including corn and soybeans [2] - It is actively building a smart supply chain logistics system using IoT technology to enhance data transmission to a big data center, thereby reducing service costs and improving profit margins [2] - The company is headquartered in Hangzhou and is controlled by the Zhejiang State-owned Assets Supervision and Administration Commission, aligning its operations with national and local government policies [2] Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 432.979 billion yuan, a year-on-year decrease of 2.03%, while the net profit attributable to shareholders was 3.051 billion yuan, reflecting a year-on-year increase of 30.87% [8] - The company has distributed a total of 10.82 billion yuan in dividends since its A-share listing, with 2.955 billion yuan distributed over the past three years [9] Group 3: Market Position and Shareholder Information - The company’s main business revenue composition includes 92.05% from supply chain integration services, 5.57% from high-end industries, and 2.37% from financial services [7] - As of September 30, 2025, the number of shareholders increased to 95,100, with an average of 54,375 circulating shares per person, a decrease of 9.72% from the previous period [8] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable reductions in their holdings [9]

异动分析 11月19日，物产中大跌0.18%，成交额2.26亿元，换手率0.79%，总市值287.00亿元。 来源：新浪证券-红岸工作室 大豆+统一大市场+共同富裕示范区+参股保险+期货概念 1、公司有涉及玉米、大豆等农产品供应链集成服务。 2、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 4、2024年半年度报告，公司在持续发展融资租赁、期货、财务公司、典当、油气交易平台、资产管 理、私募基金、保理等金融服务业务的基础上，公司战略参股信泰人寿，目前持有信泰人寿33%的股 权。 ...

来源：新浪证券-红岸工作室 资金分析 今日主力净流入-777.97万，占比0.02%，行业排名37/48，连续3日被主力资金减仓；所属行业主力净流 入2228.39万，当前无连续增减仓现象，主力趋势不明显。 11月13日，物产中大涨0.87%，成交额3.41亿元，换手率1.14%，总市值301.48亿元。 异动分析 大豆+统一大市场+共同富裕示范区+参股保险+期货概念 1、公司有涉及玉米、大豆等农产品供应链集成服务。 2、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 4、2024 ...

Core Viewpoint - The company, Wuchan Zhongda, is actively involved in the agricultural supply chain and is enhancing its logistics capabilities through technology, while also participating in various financial services and government initiatives aimed at promoting common prosperity. Group 1: Company Overview - Wuchan Zhongda Group Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 31, 1992, with its stock listed on June 6, 1996. The company primarily engages in modern supply chain integration services for bulk commodities, automotive sales and services, real estate, and financial services, with supply chain integration services accounting for 92.05% of its main business revenue [7] - As of September 30, 2025, the company had 95,100 shareholders, an increase of 11.14% from the previous period, with an average of 54,375 circulating shares per person, a decrease of 9.72% [8] Group 2: Financial Performance - For the period from January to September 2025, Wuchan Zhongda achieved operating revenue of 432.979 billion yuan, a year-on-year decrease of 2.03%, while the net profit attributable to shareholders increased by 30.87% to 3.051 billion yuan [8] - The company has distributed a total of 10.82 billion yuan in dividends since its A-share listing, with 2.955 billion yuan distributed over the past three years [9] Group 3: Business Strategy and Initiatives - The company is involved in the supply chain integration services for agricultural products such as corn and soybeans, and is building a smart supply chain logistics system using IoT technology to enhance efficiency and reduce costs [2] - Wuchan Zhongda is responding to national and local government policies by participating in major strategic projects, including the construction of the Zhejiang International Oil and Gas Trading Center, while leveraging its strengths in smart supply chain services and elderly care [2] - The company holds a 33% stake in Xintai Life Insurance, indicating its strategic involvement in the financial services sector [2] Group 4: Market Activity - On November 11, the stock price of Wuchan Zhongda fell by 0.51%, with a trading volume of 286 million yuan and a turnover rate of 0.95%, bringing the total market capitalization to 30.096 billion yuan [1] - The average trading cost of the stock is 5.73 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6]

Core Viewpoint - The stock of Wuchan Zhongda has experienced a decline of 2.00% on September 22, with a current price of 5.87 CNY per share and a total market capitalization of 30.355 billion CNY [1] Financial Performance - For the first half of 2025, Wuchan Zhongda reported a revenue of 288.537 billion CNY, a year-on-year decrease of 1.92%, while the net profit attributable to shareholders increased by 29.65% to 2.040 billion CNY [2] - The company has cumulatively distributed dividends of 10.82 billion CNY since its A-share listing, with 2.955 billion CNY distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 7.58% to 85,600, with an average of 60,227 circulating shares per shareholder, an increase of 8.20% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 130 million shares, an increase of 16.027 million shares from the previous period [3] Market Activity - The stock has seen a year-to-date increase of 21.01%, with a slight rise of 0.34% over the last five trading days and a 15.98% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 116 million CNY on August 26 [1]

Core Viewpoint - The stock of Wuchan Zhongda has shown significant growth in 2023, with a year-to-date increase of 24.10%, and recent trading activity indicates strong investor interest and capital inflow [1][2]. Group 1: Stock Performance - As of September 12, Wuchan Zhongda's stock price rose by 2.03% to 6.02 CNY per share, with a trading volume of 3.74 billion CNY and a turnover rate of 1.21%, resulting in a total market capitalization of 311.31 billion CNY [1]. - The stock has experienced a 6.74% increase over the last five trading days, a 10.26% increase over the last 20 days, and a 23.08% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 26, where it recorded a net purchase of 1.16 billion CNY [1]. Group 2: Financial Performance - For the first half of 2025, Wuchan Zhongda reported a revenue of 2885.37 billion CNY, a year-on-year decrease of 1.92%, while the net profit attributable to shareholders increased by 29.65% to 20.40 billion CNY [2]. - The company has distributed a total of 108.20 billion CNY in dividends since its A-share listing, with 29.55 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 7.58% to 85,600, with an average of 60,227 circulating shares per shareholder, an increase of 8.20% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 130 million shares, an increase of 16.03 million shares compared to the previous period [3].

Group 1 - The core business of Wuchan Zhongda includes modern supply chain integration services for bulk commodities, automotive sales and after-services, real estate, and financial services, with supply chain integration services accounting for 92.37% of revenue [2] - As of June 30, 2025, Wuchan Zhongda reported a revenue of 288.54 billion yuan, a year-on-year decrease of 1.92%, while net profit attributable to shareholders increased by 29.65% to 2.04 billion yuan [2] - The company has distributed a total of 10.82 billion yuan in dividends since its A-share listing, with 2.96 billion yuan distributed in the last three years [3] Group 2 - As of August 28, 2023, Wuchan Zhongda's stock price decreased by 2.12% to 5.99 yuan per share, with a total market capitalization of 30.975 billion yuan [1] - The stock has seen a year-to-date increase of 23.48%, with a 6.77% rise over the last five trading days and a 20.26% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 116 million yuan on August 26, 2023 [1]