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深圳港弘盛海洋科技投资基金
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盐 田 港(000088) - 2025年11月20日投资者关系活动记录表
2025-11-20 10:16
Group 1: Infrastructure and Network Expansion - Yantian Port has established a solid foundation in "sea-rail intermodal" and "inland port" network construction, with a continuous positive growth in sea-rail intermodal volume for six consecutive years [2][3] - The port has added 9 inland ports this year, expanding its service network to South China, Central China, and Southwest regions, effectively achieving "ports at your doorstep" [2][3] - Currently, Yantian Port has built a network of "26 inland ports + 34 sea-rail intermodal lines" and a regional linkage system of "15 Greater Bay Area combination ports + 17 barge feeder lines" [3] Group 2: Revenue and Investment Strategies - The company has gained stable income through investments in terminals and highways, and is exploring mergers, strategic partnerships, or new project investments to expand revenue sources [3] - Yantian Port aims to deepen its layout in three core groups: East Guangdong, West Shenzhen, and the Yangtze River Economic Belt, focusing on container, coal, iron ore, and new energy vehicles [3] - The company is actively seeking overseas quality port projects to enhance its project reserve and promote a networked port layout [3] Group 3: Fund and Corporate Structure - The Shenzhen Port Hongsheng Marine Technology Investment Fund is currently in the preparatory stage and requires registration with the Asset Management Association of China before implementation [4] - There are no current plans to change the trading name on the Shenzhen Stock Exchange, despite the parent company being renamed [4][5] - The East Port area is expected to transfer its equity or assets to Yantian Port or a third party within 36 months of obtaining port operation permits, as per commitments made by the controlling shareholder [5] Group 4: Investor Relations and Transparency - The investor relations activity did not involve any undisclosed significant information [5] - The company is committed to maintaining transparency and will fulfill information disclosure obligations in accordance with relevant regulations [4]