长白山（603099.SH） 社会服务/旅游及景区 借力 IP 营销暑期客流高增，Q4 交通改善蓄力新一轮 2025 年 08 月 29 日 投资评级：买入（维持） ——公司信息更新报告 | 日期 | 2025/8/28 | | --- | --- | | 当前股价(元) | 42.98 | | 一年最高最低(元) | 60.67/22.47 | | 总市值(亿元) | 114.61 | | 流通市值(亿元) | 114.61 | | 总股本(亿股) | 2.67 | | 流通股本(亿股) | 2.67 | | 近 3 个月换手率(%) | 214.7 | 股价走势图 -50% 0% 50% 100% 150% 200% 2024-08 2024-12 2025-04 长白山 沪深300 数据来源：聚源 相关研究报告 《2025Q1 利润表现承压，关注定增预 案落地进展—公司信息更新报告》 -2025.4.25 《2024Q3 利润端短期承压，期待新冰 雪季提振经营—公司信息更新报告》 -2024.10.29 初敏（分析师） 叶彬慧（联系人） chumin@kysec.cn 证书编号：S07905220800 ...

每经AI快讯，南方航空（SH 600029，收盘价：6.03元）8月29日发布公告称，公司第十届第九次董事会 会议于2025年8月28日在广州市白云区齐心路68号中国南方航空大厦33楼3301会议室以现场会议结合视 频会议的方式召开。会议审议了《关于公司2025年半年度报告全文、摘要及业绩公告的议案》等文件。 2025年1至6月份，南方航空的营业收入构成为：客运占比84.68%，货运及邮运占比10.52%，其他业务 占比3.06%，其他占比1.74%。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张喜威） ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Liaoport Co., Ltd, indicating a significant decline in revenue and net profit in the latest quarterly report [1][2] - As of July 22, Liaoport's stock closed at 1.57 yuan, with a PE ratio of 38.44, marking a new low in 107 days, and a total market capitalization of 37.532 billion yuan [1] - The average PE ratio for the shipping and port industry is 15.16, with a median of 16.37, positioning Liaoport at 31st among its peers [1][2] Group 2 - The latest quarterly report for Q1 2025 shows Liaoport achieved an operating revenue of 2.527 billion yuan, a year-on-year decrease of 12.51%, and a net profit of 204 million yuan, down 45.09% year-on-year, with a gross profit margin of 22.86% [1] - The company primarily engages in various port-related logistics services, including oil products, container handling, and general cargo, among others [1] - As of March 31, 2014, Liaoport had 89,923 shareholders, a decrease of 3,348 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

Group 1 - The core viewpoint of the articles highlights that Liaoport Co., Ltd. has a current stock price of 1.54 yuan, with a PE ratio of 37.71, significantly higher than the industry average of 14.67 [1][2] - The company's total market capitalization is 36.814 billion yuan, ranking 31st in the shipping and port industry based on PE ratio [1][2] - As of the first quarter of 2025, only one institution holds shares in Liaoport, with a total of 300 shares valued at 0.00 billion yuan [1] Group 2 - Liaoport's main business includes oil/liquid chemical product terminals and related logistics, container terminals, automobile terminals, bulk cargo terminals, grain terminals, passenger roll-on/roll-off terminals, and port value-added services [1] - The latest financial results for the first quarter of 2025 show a revenue of 2.527 billion yuan, a year-on-year decrease of 12.51%, and a net profit of 204 million yuan, down 45.09% year-on-year, with a gross profit margin of 22.86% [1]

Core Viewpoint - Liao Port Co., Ltd. has a current stock price of 1.53 yuan, with a PE ratio of 37.46, which is significantly higher than the industry average of 14.05 and the median of 15.79, indicating potential overvaluation in comparison to peers [1][2] Company Summary - Liao Port Co., Ltd. operates in various logistics sectors, including oil products, container, automobile, bulk cargo, grain, and passenger roll-on/roll-off services, with a focus on port value-added and support services [1] - The company reported a revenue of 2.527 billion yuan for Q1 2025, reflecting a year-on-year decrease of 12.51%, and a net profit of 204 million yuan, down 45.09% year-on-year, with a gross margin of 22.86% [1] Industry Summary - The average PE ratio for the shipping and port industry is 14.05, with a median of 15.79, indicating that Liao Port Co., Ltd. is ranked 31st among its peers in terms of valuation [2] - The total market capitalization of Liao Port Co., Ltd. is 36.575 billion yuan, which is higher than the industry average market cap of 29.861 billion yuan [2]