资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及港 口增值与支持业务(增值服务部分)。主营业务收入构成为：劳务或服务96.37%，其他3.06%，商品 0.57%。 来源：新浪证券-红岸工作室 12月11日，辽港股份跌1.25%，成交额1.43亿元。两融数据显示，当日辽港股份获融资买入额1328.02万 元，融资偿还1458.19万元，融资净买入-130.17万元。截至12月11日，辽港股份融资融券余额合计2.57 亿元。 融资方面，辽港股份当日融资买入1328.02万元。当前融资余额2.53亿元，占流通市值的0.87%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，辽港股份12月11日融券偿还2.38万股，融券卖出36.28万股，按当日收盘价计算， ...

来源：新浪证券-红岸工作室 12月10日，辽港股份涨0.63%，成交额1.88亿元，换手率0.64%，总市值377.15亿元。 异动分析 中韩自贸区+航运概念+统一大市场+区块链+中俄贸易概念 1、实控人大连国资委,主营港口业务,大连国资委旗下港口物流业务的统一运作平台目前已拥有近洋航线 70条,是东北地区最大的综合性码头营运商。中韩自贸协定的签订,对大连的货物贸易、服务贸易、引进 韩资、公共服务体系等方面都将产生重要影响。公司作为大连港港口物流业务的统一运作平台，是中国 东北最大的综合性码头营运商，为客户提供油品/液体化工品码头及相关物流业务、集装箱码头及相关 物流业务、汽车码头及相关物流业务、矿石码头及相关物流业务、杂货码头及相关物流业务、散粮码头 及相关物流业务、客运滚装码头及相关物流业务，以及港口增值与支持业务。 2、公司的主营业务为油品/液体化工品码头及相关物流业务(油品部分)；集装箱码头及相关物流业务(集 装箱部分)；汽车码头及相关物流业务(汽车部分)；散杂货码头及相关物流业务(散杂货部分)；散粮码头 及相关物流业务(散粮部分)；客运滚装码头及相关物流业务(客运滚装部分)及港口增值与支持业务(增值 ...

来源：新浪证券-红岸工作室 12月8日，辽港股份跌0.61%，成交额1.05亿元。两融数据显示，当日辽港股份获融资买入额1855.08万 元，融资偿还1348.56万元，融资净买入506.52万元。截至12月8日，辽港股份融资融券余额合计2.59亿 元。 截至9月30日，辽港股份股东户数21.18万，较上期减少5.54%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，辽港股份实现营业收入84.26亿元，同比增长5.99%；归母净利润13.00亿元，同比增长 37.51%。 分红方面，辽港股份A股上市后累计派现53.42亿元。近三年，累计派现14.39亿元。 机构持仓方面，截止2025年9月30日，辽港股份十大流通股东中，南方中证500ETF（510500）位居第七 大流通股东，持股1.09亿股，相比上期减少238.36万股。 融资方面，辽港股份当日融资买入1855.08万元。当前融资余额2.55亿元，占流通市值的0.85%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，辽港股份12月8日融券偿还56.03万股，融券卖出4300.00股，按当日收盘价计算，卖出金额 6966.00元； ...

资料显示，辽宁港口股份有限公司位于辽宁省大连保税区大窑湾新港商务大厦，成立日期2005年11月16 日，上市日期2010年12月6日，公司主营业务涉及油品/液体化工品码头及相关物流业务(油品部分);集装 箱码头及相关物流业务(集装箱部分);汽车码头及相关物流业务(汽车码头部分);散杂货码头及相关物流业 务(散杂货部分);散粮码头及相关物流业务(散粮部分);客运滚装码头及相关物流业务(客运滚装部分)及港 口增值与支持业务(增值服务部分)。主营业务收入构成为：劳务或服务96.37%，其他3.06%，商品 0.57%。 来源：新浪证券-红岸工作室 12月2日，辽港股份涨0.00%，成交额1.36亿元。两融数据显示，当日辽港股份获融资买入额1626.30万 元，融资偿还1259.05万元，融资净买入367.25万元。截至12月2日，辽港股份融资融券余额合计2.52亿 元。 融资方面，辽港股份当日融资买入1626.30万元。当前融资余额2.46亿元，占流通市值的0.82%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，辽港股份12月2日融券偿还6.50万股，融券卖出35.50万股，按当日收盘价计算，卖出金 ...

Core Viewpoint - The company, Liaoning Port Co., Ltd., is positioned as a leading comprehensive terminal operator in Northeast China, benefiting from the China-South Korea Free Trade Agreement and expanding its logistics capabilities through various initiatives [2][3]. Company Overview - Liaoning Port Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. Its main business includes oil/liquid chemical products terminal and related logistics, container terminal and related logistics, automobile terminal and related logistics, bulk cargo terminal and related logistics, grain terminal and related logistics, passenger roll-on/roll-off terminal and related logistics, as well as port value-added and support services [8][9]. - The company is the largest comprehensive terminal operator in Northeast China, with a well-established transportation network, serving as a key sea-rail intermodal and maritime transshipment port [3][9]. Business Development - The company has a unified operational platform for port logistics under the Dalian State-owned Assets Supervision and Administration Commission, currently operating nearly 70 coastal routes [2]. - The signing of the China-South Korea Free Trade Agreement is expected to significantly impact Dalian's goods trade, service trade, and the introduction of Korean capital [2]. - The company plans to enhance its container terminal by adding 10 new routes throughout the year, integrating into national strategies such as the Belt and Road Initiative and the dual circulation strategy [4]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 8.426 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year [9][10]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed over the past three years [10]. Market Position - The company operates in the transportation sector, specifically in shipping ports, and is involved in various concept sectors including free trade ports, port transportation, and financing [9]. - As of September 30, 2025, the company had 211,800 shareholders, a decrease of 5.54% from the previous period [9].

Core Viewpoint - Liaoport Co., Ltd. shows a mixed performance in financing activities, with a notable increase in net financing buy and a significant level of margin trading balance, indicating investor interest and potential volatility in stock performance [1][2]. Financing Activities - On November 27, Liaoport Co., Ltd. recorded a financing buy of 14.19 million yuan, with a net financing buy of 1.72 million yuan after 12.47 million yuan in financing repayments [1]. - The total margin trading balance reached 251 million yuan, with the financing balance at 245 million yuan, accounting for 0.83% of the circulating market value, which is above the 60th percentile level over the past year [1]. Margin Trading - On the same day, Liaoport Co., Ltd. had a margin repayment of 534,500 shares, with no shares sold short, resulting in a margin balance of 5.33 million yuan, which exceeds the 90th percentile level over the past year [1]. Company Overview - Liaoport Co., Ltd., established on November 16, 2005, and listed on December 6, 2010, operates in various logistics sectors, including oil, container, automobile, bulk cargo, and passenger roll-on/roll-off services [2]. - For the period from January to September 2025, the company achieved a revenue of 8.43 billion yuan, reflecting a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.30 billion yuan, up 37.51% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 5.54% to 211,800, with an average of 0 circulating shares per shareholder [2]. - The company has distributed a total of 5.34 billion yuan in dividends since its A-share listing, with 1.44 billion yuan distributed over the past three years [3].

Core Viewpoint - The company, Liaoport Co., Ltd., is experiencing fluctuations in stock performance and is positioned as a key player in the Northeast Asia port logistics sector, benefiting from various trade agreements and strategic initiatives [1][2][3]. Company Overview - Liaoport Co., Ltd. specializes in oil, liquid chemical products, container, automobile, bulk cargo, and grain terminal operations, along with port value-added services [2][8]. - The company is recognized as the largest comprehensive terminal operator in Northeast China, with a significant role in the Dalian port logistics business [3][9]. Business Operations - The company operates a unified logistics platform for port operations under the Dalian State-owned Assets Supervision and Administration Commission, managing nearly 70 near-sea routes [3]. - It has strengthened its market development in container terminals, adding 10 new routes to align with national strategies such as the Belt and Road Initiative and the construction of the Liaoning Free Trade Zone [4]. Financial Performance - For the period from January to September 2025, Liaoport achieved a revenue of 8.426 billion yuan, reflecting a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% [9][10]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan in the last three years [10]. Market Position - The company is part of the transportation and shipping port industry, with its stock showing a market capitalization of 38.186 billion yuan and a trading volume of 190 million yuan on November 24 [1][9]. - The stock has seen a net inflow of 1.4326 million yuan from major investors, indicating a mixed sentiment in the market [5][6].

Core Viewpoint - Liaoport Co., Ltd. experienced a decline of 2.98% in stock price on November 21, with a trading volume of 266 million yuan and a total market capitalization of 38.422 billion yuan [1] Company Overview - The company specializes in various port and logistics services, including oil/liquid chemical products, container, automobile, bulk cargo, grain, and passenger roll-on/roll-off terminal operations, making it a key player in Northeast Asia's maritime logistics [2][3] - Liaoport is the largest comprehensive terminal operator in Northeast China, with a unified operational platform for port logistics under the Dalian State-owned Assets Supervision and Administration Commission [3] Business Development - The company has added 10 new shipping routes in the year, enhancing its integration into national strategies such as the Belt and Road Initiative and the construction of the Liaoning Free Trade Zone [4] - The company aims to leverage its natural advantages and management expertise to play a leading role in the development of the Dalian Northeast Asia International Shipping Center and the Liaoning coastal economic belt [3] Financial Performance - For the period from January to September 2025, Liaoport achieved a revenue of 8.426 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year [9] - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan in dividends over the past three years [10] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 5.54% to 211,800, with an average of 0 circulating shares per person [9]

Core Viewpoint - The article discusses the recent performance and operational aspects of Liaoport Co., highlighting its role in the shipping and logistics sector, particularly in the context of the China-South Korea Free Trade Agreement and its strategic initiatives in expanding shipping routes and services [2][3]. Company Overview - Liaoport Co. is primarily engaged in port logistics, offering services for oil products, container handling, automotive logistics, bulk cargo, and passenger roll-on/roll-off services, making it a key player in Northeast Asia's maritime access [3][9]. - The company operates as a unified logistics platform for Dalian's port operations, leveraging its advantageous natural conditions and management strengths to support the development of the Liaoning coastal economic belt [3][4]. Business Performance - For the period from January to September 2025, Liaoport Co. reported a revenue of 8.426 billion yuan, reflecting a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, which is a 37.51% increase compared to the previous year [9]. - The company has a diverse revenue structure, with 96.37% coming from services, 3.06% from other sources, and 0.57% from goods [9]. Strategic Initiatives - The company has been actively expanding its shipping routes, adding 10 new routes throughout the year, and is focusing on integrating into national strategies such as the Belt and Road Initiative and the development of the Liaoning Free Trade Zone [4]. - Liaoport Co. has also initiated a blockchain project through its wholly-owned subsidiary, which has received regulatory approval, indicating a commitment to technological advancement in logistics [4]. Market Activity - On November 18, Liaoport Co.'s stock fell by 3.41%, with a trading volume of 351 million yuan and a market capitalization of 40.072 billion yuan [1]. - The stock has seen a net outflow of 25.748 million yuan from major investors, indicating a trend of reduced investment interest over the past two days [5][6].

Core Viewpoint - Liaoport Co., Ltd. shows mixed performance in financing activities, with a slight increase in stock price but a net outflow in financing, indicating potential investor caution [1][2]. Financing Activities - On November 17, Liaoport's stock price increased by 0.57%, with a trading volume of 245 million yuan [1]. - The financing buy-in amount for Liaoport on the same day was 20.37 million yuan, while the financing repayment was 23.95 million yuan, resulting in a net financing outflow of 3.58 million yuan [1]. - As of November 17, the total financing and securities lending balance for Liaoport was 237 million yuan, with the current financing balance at 230 million yuan, accounting for 0.71% of the circulating market value, which is below the 20th percentile level over the past year [1]. Securities Lending - On November 17, Liaoport repaid 102,900 shares in securities lending and sold 2,000 shares, amounting to a selling value of 3,520 yuan based on the closing price [1]. - The remaining securities lending volume was 3.75 million shares, with a securities lending balance of 6.60 million yuan, which exceeds the 90th percentile level over the past year, indicating a high level of short interest [1]. Company Overview - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010, primarily engaged in various port logistics services, including oil products, containers, automobiles, and bulk cargo [2]. - For the period from January to September 2025, Liaoport achieved an operating income of 8.43 billion yuan, representing a year-on-year growth of 5.99%, and a net profit attributable to shareholders of 1.30 billion yuan, reflecting a year-on-year increase of 37.51% [2]. Shareholder Information - As of September 30, 2025, Liaoport had 211,800 shareholders, a decrease of 5.54% from the previous period [3]. - The company has distributed a total of 5.34 billion yuan in dividends since its A-share listing, with 1.44 billion yuan distributed over the past three years [3].