来源：新浪证券-红岸工作室 12月2日，秦港股份涨0.56%，成交额7805.53万元，换手率0.46%，总市值199.47亿元。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-252.64万，占比0.03%，行业排名17/35，连续2日被主力资金减仓；所属行业主力净流 入-3.85亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-278.81万-447.93万-643.84万-4172.43万-1.70亿 异动分析 航运概念+国企改革+雄安新区+京津冀一体化+举牌 1、秦皇岛港股份有限公司的主营业务是码头设施、货物装卸、堆存、仓储、运输、集装箱堆放、拆拼 箱等港口作业的服务、销售和咨询。 2、公司属于国有企业。公司的最终控制人为河北省人民政府国有资产监督管理委员会。 3、公司地处河北秦皇岛，主要提供高度一体化的综合港口服务，包括装卸、堆存、仓储、运输及物流 服务，经营货种主要包括煤炭、金属矿石、油品及液体化工、集装箱、杂货及其他货品。公司是全球最 大的大宗干散货公众码头运营商，2013-2015年，公司所 ...

2、公司属于国有企业。公司的最终控制人为河北省人民政府国有资产监督管理委员会。 3、公司地处河北秦皇岛，主要提供高度一体化的综合港口服务，包括装卸、堆存、仓储、运输及物流 服务，经营货种主要包括煤炭、金属矿石、油品及液体化工、集装箱、杂货及其他货品。公司是全球最 大的大宗干散货公众码头运营商，2013-2015年，公司所在的秦皇岛港是全球最大的公众煤炭码头，所 在的唐山曹妃甸港矿石吞吐量位列全国三甲，所在的黄骅港煤炭吞吐量位列全国第二。 4、秦皇岛港股份有限公司主要提供高度一体化的综合港口服务，包括装卸、堆存、仓储、运输及物流 服务，经营货种主要包括煤炭、金属矿石、油品及液体化工、集装箱、杂货及其他货品。公司是全球最 大的大宗干散货公众码头运营商，2013-2015年，公司所在的秦皇岛港是全球最大的公众煤炭码头，所 在的唐山曹妃甸港矿石吞吐量位列全国三甲，所在的黄骅港煤炭吞吐量位列全国第二。 5、近一年来，公司获长城人寿保险股份有限公司举牌，举牌人持股占总股本的5.00%。 来源：新浪证券-红岸工作室 12月1日，秦港股份涨0.57%，成交额6699.51万元，换手率0.40%，总市值198.35亿元。 异动 ...

Group 1 - Qinhuangdao Port Co., Ltd. is located in Qinhuangdao, Hebei Province, and was established on March 31, 2008, with its listing date on August 16, 2017 [2] - The company provides integrated port services including loading, storage, warehousing, transportation, and logistics, with coal and related products accounting for 66.61% of its revenue [2] - As of September 30, the number of shareholders decreased by 6.72% to 47,500, while the average circulating shares per person remained at 0 [2] Group 2 - For the period from January to September 2025, the company achieved operating revenue of 5.212 billion yuan, a year-on-year increase of 2.81%, and a net profit attributable to shareholders of 1.391 billion yuan, up 3.87% [2] - The company has distributed a total of 3.565 billion yuan in dividends since its A-share listing, with 1.335 billion yuan distributed in the last three years [3] Group 3 - On November 6, Qin Port shares fell by 2.57%, with a trading volume of 260 million yuan [1] - The financing buy-in amount on the same day was 39.5632 million yuan, with a net financing buy of 5.3584 million yuan, indicating a high financing balance of 2.09 billion yuan [1] - The short selling data showed a repayment of 24,600 shares and a selling amount of 54,600 yuan, with a short selling balance of 1.364 million yuan, also at a high level [1]

Group 1 - Qinhuangdao Port Co., Ltd. experienced a stock price increase of 5.21%, reaching 4.04 CNY per share, with a trading volume of 2.59 billion CNY and a turnover rate of 1.40%, resulting in a total market capitalization of 22.573 billion CNY [1] - The company, established on March 31, 2008, and listed on August 16, 2017, provides integrated port services including loading, storage, warehousing, transportation, and logistics, primarily handling coal, metal ores, oil products, liquid chemicals, containers, and miscellaneous goods [1] - The revenue composition of the company's main business includes coal and related services at 66.61%, metal ores and related services at 21.36%, miscellaneous goods services at 8.80%, container services at 1.50%, other services at 1.25%, and liquid cargo services at 0.47% [1] Group 2 - Xinhua Fund has a significant holding in Qinhuangdao Port Co., Ltd., with its Xinhua Ankang Multi-Asset Income One-Year Holding Mixed A Fund (010401) holding 211,400 shares, representing 1.36% of the fund's net value, making it the fifth-largest holding [2] - The Xinhua Ankang Multi-Asset Income One-Year Holding Mixed A Fund was established on December 16, 2020, with a latest scale of 41.2861 million CNY, achieving a year-to-date return of 5.12% and a one-year return of 6.27% [2]

Core Viewpoint - Qinhuangdao Port Co., Ltd. is experiencing a decline in stock price, with a drop of 1.14% on October 17, and a total market capitalization of 19.44 billion yuan [1] Company Overview - Qinhuangdao Port Co., Ltd. is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7] - The company provides integrated port services including loading, storage, warehousing, transportation, and logistics, primarily handling coal, metal ores, oil products, liquid chemicals, containers, and miscellaneous goods [2][7] - It is the largest public bulk cargo terminal operator globally and was the largest public coal terminal from 2013 to 2015 [2] Recent Developments - In the past year, Changcheng Life Insurance Co., Ltd. has acquired a stake in the company, holding 5.00% of the total shares [3] Financial Performance - For the first half of 2025, the company reported revenue of 3.451 billion yuan, a year-on-year decrease of 0.30%, and a net profit attributable to shareholders of 988 million yuan, down 2.22% year-on-year [8] - The company has distributed a total of 3.565 billion yuan in dividends since its A-share listing, with 1.335 billion yuan distributed in the last three years [9] Market Activity - On October 17, the stock had a trading volume of 98.6312 million yuan and a turnover rate of 0.59% [1] - The stock has seen a net outflow of 10.8081 million yuan from major investors, indicating a lack of strong buying interest [4][5]

Core Viewpoint - Qinhuangdao Port Co., Ltd. is experiencing stock price movements influenced by various factors including shipping concepts, state-owned enterprise reforms, and regional integration initiatives [2][3] Company Overview - Qinhuangdao Port Co., Ltd. is primarily engaged in port operations, providing integrated services such as loading, storage, warehousing, transportation, and logistics [2][7] - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [2][7] - It is the largest public bulk cargo terminal operator globally and has been recognized as the largest public coal terminal from 2013 to 2015 [2][7] Financial Performance - As of June 30, the company reported a revenue of 3.451 billion yuan, a year-on-year decrease of 0.30%, and a net profit attributable to shareholders of 988 million yuan, down 2.22% year-on-year [8] - The company has distributed a total of 3.565 billion yuan in dividends since its A-share listing, with 1.335 billion yuan distributed over the past three years [9] Shareholder Activity - In the past year, Great Wall Life Insurance Co., Ltd. has acquired a stake in the company, holding 5.00% of the total shares [3] Market Activity - On September 26, the stock price increased by 1.17%, with a trading volume of 63.4744 million yuan and a turnover rate of 0.39%, bringing the total market capitalization to 19.277 billion yuan [1]

Core Viewpoint - Qinhuangdao Port Co., Ltd. experienced a decline of 2.29% in stock price on September 25, with a trading volume of 72.88 million yuan and a total market capitalization of 19.053 billion yuan [1] Company Overview - Qinhuangdao Port Co., Ltd. is primarily engaged in port operations, including terminal facilities, cargo handling, storage, transportation, and container services [2][3] - The company is a state-owned enterprise controlled by the Hebei Provincial Government's State-owned Assets Supervision and Administration Commission [3] - Located in Qinhuangdao, Hebei, the company provides integrated port services, handling various cargo types such as coal, metal ores, oil products, liquid chemicals, containers, and general cargo [3][4] - It is recognized as the world's largest public terminal operator for bulk dry cargo and was the largest public coal terminal globally from 2013 to 2015 [3] Shareholding and Market Activity - In the past year, Changcheng Life Insurance Co., Ltd. acquired a stake in the company, holding 5.00% of the total shares [4] - The company has seen a net outflow of 2.87 million yuan from major investors today, with a continuous reduction in major investor holdings over the past two days [5][6] Financial Performance - As of June 30, the company reported a decrease in revenue to 3.451 billion yuan, down 0.30% year-on-year, and a net profit of 988 million yuan, down 2.22% year-on-year [9] - The company's revenue composition includes 66.61% from coal and related services, 21.36% from metal ores, and smaller contributions from other services [8] Technical Analysis - The average trading cost of the stock is 3.24 yuan, with recent reductions in holdings slowing down; the current stock price is near a resistance level of 3.42 yuan, indicating potential for a price correction or upward movement if the resistance is broken [7]

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a state-owned enterprise that provides integrated port services and is positioned to benefit from initiatives like the Belt and Road Initiative and regional integration efforts in China [2][3]. Company Overview - Qinhuangdao Port Co., Ltd. is located in Qinhuangdao, Hebei Province, and offers comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][3][8]. - The company primarily handles various cargo types such as coal, metal ores, oil products, liquid chemicals, containers, and general cargo [2][3][8]. - It is recognized as the world's largest public terminal operator for bulk dry cargo and was the largest public coal terminal globally from 2013 to 2015 [2][3]. Recent Developments - In the past year, the company has been subject to a stake acquisition by Great Wall Life Insurance Co., Ltd., which now holds 5.00% of the total shares [4]. - As of June 30, the company had 50,900 shareholders, a decrease of 2.35% from the previous period [8]. Financial Performance - For the first half of 2025, the company reported a revenue of 3.451 billion yuan, a year-on-year decrease of 0.30%, and a net profit attributable to shareholders of 988 million yuan, down 2.22% year-on-year [8]. - Since its A-share listing, the company has distributed a total of 3.565 billion yuan in dividends, with 1.335 billion yuan distributed over the past three years [9]. Market Activity - On August 29, the company's stock rose by 1.79%, with a trading volume of 136 million yuan and a turnover rate of 0.84%, bringing the total market capitalization to 19.109 billion yuan [1].

Core Viewpoint - Qin Port Co., Ltd. reported a slight decline in revenue and net profit for the first half of 2025, but showed resilience in core business operations with a notable increase in cargo throughput [1][2]. Financial Performance - The company achieved a revenue of 3.451 billion yuan, a year-on-year decrease of 0.30% - Net profit attributable to shareholders was 988 million yuan, down 2.22% - Non-recurring net profit increased by 4.08% to 982 million yuan - Basic earnings per share stood at 0.18 yuan [1]. Cargo Throughput - Total cargo throughput reached 208.38 million tons, an increase of 6.22 million tons or 3.08% compared to the same period in 2024 - Key port areas showed differentiated growth: - Qinhuangdao Port: 89.42 million tons, a slight increase of 0.31% - Caofeidian Port: 68.04 million tons, up 4.07% - Huanghua Port: 50.92 million tons, a significant increase of 6.88% [1][2]. Cargo Structure - Core cargo types showed stable growth, with emerging businesses experiencing significant increases: - Coal throughput: 106.46 million tons, up 3.92% - Metal ore throughput: 76.43 million tons, a slight increase of 0.50% - Oil and liquid chemicals: 0.87 million tons, up 10.13% - Container throughput: 8.73 million tons, with a box volume increase of 20.75% - General cargo: 15.89 million tons, up 1.53% [2]. Competitive Advantage - The company continues to strengthen its industry position through resource integration and strategic partnerships - The controlling shareholder, Hebei Port Group, coordinates port resources to avoid disorderly competition - Long-term cooperation with major clients like China Coal Group and State Energy Investment Group supports business stability [3]. Future Outlook - For the second half of 2025, the company plans to focus on developing new cargo sources, expanding metal ore business, and enhancing service efficiency - The company aims for steady annual performance growth by leveraging market changes and national economic policies [3].

Core Viewpoint - Qinhuangdao Port Co., Ltd. is a state-owned enterprise providing integrated port services, benefiting from national initiatives such as the Belt and Road Initiative and regional integration efforts [2][3]. Company Overview - The company is located in Qinhuangdao, Hebei Province, and offers comprehensive port services including loading, storage, warehousing, transportation, and logistics [2][3][8]. - Major cargo types handled by the company include coal, metal ores, oil products, liquid chemicals, containers, and general cargo [2][3][8]. - Qinhuangdao Port is the largest public bulk cargo terminal operator globally and was the largest public coal terminal from 2013 to 2015 [2][3]. Financial Performance - For the period from January to March 2025, the company reported revenue of 1.611 billion yuan, a year-on-year decrease of 5.99%, and a net profit attributable to shareholders of 421 million yuan, down 3.07% year-on-year [9]. - The company has distributed a total of 3.565 billion yuan in dividends since its A-share listing, with 1.335 billion yuan distributed over the past three years [10]. Shareholding and Market Activity - In the past year, Great Wall Life Insurance Co., Ltd. acquired a stake in the company, holding 5.00% of the total share capital [4]. - As of March 31, 2025, the number of shareholders was 52,200, a decrease of 0.59% from the previous period [9]. Market Position and Trends - The company operates within the transportation and shipping port industry, with its main business revenue composition being 67.01% from coal and related services, 20.06% from metal ores, and smaller contributions from other services [8]. - The stock has experienced a recent decline, with a trading volume of 51.9146 million yuan and a market capitalization of 18.941 billion yuan [1].