Core Insights - Lianyungang's stock price increased by 2.28% on October 23, reaching 5.83 CNY per share, with a total market capitalization of 7.233 billion CNY [1] - The company has seen a year-to-date stock price increase of 54.64%, but has experienced a decline of 4.58% over the last five trading days [1] Financial Performance - For the first half of 2025, Lianyungang reported operating revenue of 1.231 billion CNY, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million CNY, down 41.58% year-on-year [2] - Cumulatively, the company has distributed 516 million CNY in dividends since its A-share listing, with 199 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 127,500, a rise of 120.38% from the previous period, while the average circulating shares per person decreased by 54.62% to 9,728 shares [2] - Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 5.8173 million shares, a decrease of 6.4052 million shares from the previous period [3] Business Overview - Lianyungang Port Co., Ltd. specializes in port cargo handling, storage, and port management services, with main business revenue sources including cargo handling (76.88%) and comprehensive logistics (17.98%) [2] - The company operates within the transportation and shipping port industry and is associated with concepts such as RCEP, free trade ports, and the Belt and Road Initiative [2]

Core Viewpoint - The stock of Lianyungang Port Company has experienced fluctuations, with a year-to-date increase of 58.62% and a recent decline of 2.13% on October 17, 2023, indicating volatility in investor sentiment and market conditions [1]. Group 1: Company Overview - Lianyungang Port Company, established on October 15, 2001, and listed on April 26, 2007, is located in Lianyungang City, Jiangsu Province. The company primarily engages in port cargo handling, storage, and port management services, with a revenue composition of 76.88% from handling and related services, 17.98% from comprehensive logistics, and 3.55% from financial services [2]. - The company operates in the transportation sector, specifically in shipping ports, and is associated with concepts such as free trade ports, port transportation, RCEP, China-Russia trade, and the Belt and Road Initiative [2]. Group 2: Financial Performance - For the first half of 2025, Lianyungang Port reported a revenue of 1.231 billion yuan, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million yuan, down 41.58% compared to the previous year [2]. - The company has distributed a total of 516 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the last three years [3]. Group 3: Market Activity - As of October 17, 2023, Lianyungang's stock price was 5.98 yuan per share, with a total market capitalization of 7.419 billion yuan. The stock has seen a trading volume of 273 million yuan and a turnover rate of 3.65% [1]. - The company has appeared on the trading leaderboard 22 times this year, with the most recent appearance on June 12, 2023, where it recorded a net buy of -63.2865 million yuan [1].

Core Insights - The stock price of Lianyungang increased by 2.12% on October 14, reaching 6.26 CNY per share, with a trading volume of 450 million CNY and a turnover rate of 5.93%, resulting in a total market capitalization of 7.766 billion CNY [1] - Year-to-date, Lianyungang's stock price has risen by 66.05%, with a 10.02% increase over the last five trading days and a 6.83% increase over the last 20 days, while it has decreased by 2.03% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 22 times this year, with the most recent appearance on June 12, where it recorded a net buy of -63.2865 million CNY [1] Company Overview - Jiangsu Lianyungang Port Co., Ltd. is located at 18 Zhonghua West Road, Lianyungang City, Jiangsu Province, established on October 15, 2001, and listed on April 26, 2007 [2] - The company's main business includes loading, unloading, storage, and port management services, with major cargo types including coal, nickel ore, iron ore, aluminum oxide, and grain [2] - The revenue composition of the main business is as follows: 76.88% from loading and related services, 17.98% from comprehensive logistics and others, 3.55% from financial company interest, and 1.58% from other sources [2] Financial Performance - For the first half of 2025, Lianyungang reported operating revenue of 1.231 billion CNY, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million CNY, down 41.58% year-on-year [2] - The company has distributed a total of 516 million CNY in dividends since its A-share listing, with 199 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders reached 127,500, an increase of 120.38% from the previous period, while the average circulating shares per person decreased by 54.62% to 9,728 shares [2]

来源：新浪证券-红岸工作室 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 截至6月30日，连云港股东户数12.75万，较上期增加120.38%；人均流通股9728股，较上期减少 54.62%。2025年1月-6月，连云港实现营业收入12.31亿元，同比减少4.74%；归母净利润5570.18万元， 同比减少41.58%。 分红方面，连云港A股上市后累计派现5.16亿元。近三年，累计派现1.99亿元。 机构持仓方面，截止2025年6月30日，连云港十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股581.73万股，相比上期减少640.52万股。 10月10日，连云港涨1.05%，成交额1.54亿元。两融数据显示，当日连云港获融资 ...

融券方面，连云港9月30日融券偿还1700.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量3.41万股，融券余额19.37万元，低于近一年40%分位水平，处于较低位。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 来源：新浪证券-红岸工作室 截至6月30日，连云港股东户数12.75万，较上期增加120.38%；人均流通股9728股，较上期减少 54.62%。2025年1月-6月，连云港实现营业收入12.31亿元，同比减少4.74%；归母净利润5570.18万元， 同比减少41.58%。 9月30日，连云港跌0.18%，成交额1.08亿元。两融数据显示，当日连云港获融资买入额1473.56万元， 融资偿还144 ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Lianyungang Port Co., Ltd., indicating a decrease in both revenue and net profit for the first half of 2025 [2] - As of September 26, Lianyungang's financing balance is 124 million yuan, accounting for 1.74% of its market capitalization, which is below the 40th percentile level over the past year, indicating a low financing level [1] - The company reported a total revenue of 1.231 billion yuan for the first half of 2025, a year-on-year decrease of 4.74%, and a net profit attributable to shareholders of 55.7018 million yuan, down 41.58% year-on-year [2] Group 2 - Lianyungang has cumulatively distributed 516 million yuan in dividends since its A-share listing, with 199 million yuan distributed in the last three years [3] - The number of shareholders increased to 127,500 as of June 30, 2025, representing a 120.38% increase, while the average circulating shares per person decreased by 54.62% to 9,728 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 5.8173 million shares, a decrease of 6.4052 million shares compared to the previous period [3]

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融资方面，连云港当日融资买入2177.22万元。当前融资余额1.15亿元，占流通市值的1.57%，融资余额 低于近一年30%分位水平，处于低位。 融券方面，连云港9月19日融券偿还500.00股，融券卖出2.68万股，按当日收盘价计算，卖出金额15.76 万元；融券余量5.93万股，融券余额34.87万元，低于近一年50%分位水平，处于较低位。 来源：新浪证券-红岸工作室 9月19日，连云港涨2.44%，成交额3.15亿元。两融数据显示，当日连云港获融资买入额2177.22万元， 融资偿还2476.73万元，融资净买入-299.51万元。截至9月19日，连云港融资融券余额合计1.15亿元。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业务涉及港口货物的装卸、堆存及港务 管理等服务,主要经营货种有煤炭、红土镍矿、铁矿砂、有色矿、氧化铝、焦炭、粮食、胶合板等。主 营业务收入构成为：装卸及相关业务76.88%，综合物流及其他17.98%，财务公司之利息3.55%，其他 (补充)1.58%。 截 ...

来源：新浪证券-红岸工作室 截至6月30日，连云港股东户数12.75万，较上期增加120.38%；人均流通股9728股，较上期减少 54.62%。2025年1月-6月，连云港实现营业收入12.31亿元，同比减少4.74%；归母净利润5570.18万元， 同比减少41.58%。 分红方面，连云港A股上市后累计派现5.16亿元。近三年，累计派现1.99亿元。 机构持仓方面，截止2025年6月30日，连云港十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股581.73万股，相比上期减少640.52万股。 融资方面，连云港当日融资买入1221.87万元。当前融资余额1.18亿元，占流通市值的1.66%，融资余额 低于近一年40%分位水平，处于较低位。 融券方面，连云港9月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量3.30万股，融券余额18.94万元，低于近一年30%分位水平，处于低位。 资料显示，江苏连云港港口股份有限公司位于江苏省连云港市连云区中华西路18号港口大厦22,23层， 成立日期2001年10月15日，上市日期2007年4月26日，公司主营业 ...

Group 1 - The stock price of Lianyungang increased by 2.21% on September 17, reaching 6.00 CNY per share, with a trading volume of 1.12 billion CNY and a turnover rate of 1.55%, resulting in a total market capitalization of 74.44 billion CNY [1] - Year-to-date, Lianyungang's stock price has risen by 59.15%, with a 5-day increase of 5.45%, a 20-day decrease of 0.33%, and a 60-day decrease of 11.11% [1] - Lianyungang has appeared on the "Dragon and Tiger List" 22 times this year, with the most recent appearance on June 12, where it recorded a net buy of -63.29 million CNY [1] Group 2 - Jiangsu Lianyungang Port Co., Ltd. was established on October 15, 2001, and listed on April 26, 2007, primarily engaged in port cargo handling, storage, and port management services [2] - The main business revenue composition includes 76.88% from handling and related services, 17.98% from comprehensive logistics and others, 3.55% from financial company interest, and 1.58% from other sources [2] - As of June 30, 2025, Lianyungang had 127,500 shareholders, an increase of 120.38%, with an average of 9,728 circulating shares per person, a decrease of 54.62% [2] Group 3 - Lianyungang has distributed a total of 516 million CNY in dividends since its A-share listing, with 199 million CNY distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 5.8173 million shares, a decrease of 6.4052 million shares from the previous period [3]