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 ...

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 - 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 Insights - Liao Port Co., Ltd. reported a revenue of 8.426 billion yuan for Q3 2025, marking a year-on-year increase of 5.99%, and a net profit attributable to shareholders of 1.3 billion yuan, up 37.51% year-on-year, indicating steady growth in operational performance [1][2] Revenue Growth - The company's revenue growth is attributed to a combination of "increasing income" and "cost-saving efficiency," with strategies focusing on stabilizing core business, competing for market share, and seeking innovative opportunities [2] - The container business saw a steady increase in throughput due to enhanced market development, while the grain business benefited from the "North Grain South Transport" initiative and a recovery in the breeding industry, leading to simultaneous growth in volume and added value [2][3] - The oil and chemical products segment expanded revenue through trade oil storage and crude oil transshipment, contributing to the overall revenue increase [2] Profitability Improvement - Profitability was bolstered by optimizing revenue structure, with growth in container and grain businesses compensating for underperformance in other cargo types [2] - Cost control measures, including lean operations and a focus on comprehensive benchmarking, led to a decrease in operating costs despite revenue growth, resulting in a 7.6 percentage point increase in gross margin year-on-year [2] Operational Metrics - Container throughput reached 8.323 million TEUs, a year-on-year increase of 4.7%, driven by stable operations and market development [3] - Oil and chemical throughput totaled 47.048 million tons, up 8.6%, primarily due to increased crude oil procurement by coastal refineries [4] - Grain throughput increased by 18.2% to 12.93 million tons, supported by national controls on foreign grain imports and rising demand from southern feed enterprises [4] Strategic Goals - The company aims to become a leading port enterprise in Northeast Asia, focusing on enhancing core port operations and innovating development strategies [5] - Plans include strengthening market expansion, optimizing operational efficiency, and developing a variety of logistics service systems to enhance core competitiveness [5] - The company is committed to innovation through green, digital, and high-end development, fostering new industries and building a sustainable port-city integration ecosystem [5]

Core Viewpoint - Liaoport Co., Ltd. is positioned as a leading logistics platform for port operations in Dalian, leveraging its strategic location and operational advantages to enhance its role in the Northeast Asia International Shipping Center and the development of the Liaoning Coastal Economic Belt [2][3]. Company Overview - Liaoport Co., Ltd. was established on November 16, 2005, and listed on December 6, 2010. The company is primarily engaged in various port-related logistics services, including oil and liquid chemical products, container handling, automobile logistics, bulk cargo, grain, and passenger roll-on/roll-off services [8][9]. - The company operates as a unified platform for port logistics under the Dalian State-owned Assets Supervision and Administration Commission, managing nearly 70 coastal routes and being the largest comprehensive terminal operator in Northeast China [3][9]. Business 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%. The net profit attributable to shareholders was 1.3 billion yuan, reflecting a significant increase of 37.51% [9]. - The company's revenue composition is primarily from services (96.37%), with minimal contributions from other sources [9]. Strategic Initiatives - The company is actively expanding its container terminal operations, 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. This includes the addition of 7 Southeast Asia routes, 1 Far East route, and 2 domestic trade routes [4]. - A subsidiary, Dalian Jifa Huanghai Container Transportation Co., Ltd., has received approval for a blockchain project, indicating the company's commitment to technological advancements in logistics [4]. Market Position - Liaoport is recognized as a key player in the maritime logistics sector, serving as a vital gateway for Northeast Asia to the Pacific and the world, with a comprehensive transportation network that supports sea-rail intermodal transport [2][3].

Core Viewpoint - The company, Liaoning Port Co., Ltd., is positioned as a leading logistics platform for port operations in Dalian, leveraging its strategic location and operational advantages to enhance its role in the Northeast Asia International Shipping Center and the development of the Liaoning Coastal Economic Belt [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 terminals and related logistics, container terminals and related logistics, automobile terminals and related logistics, bulk cargo terminals and related logistics, grain terminals and related logistics, passenger roll-on/roll-off terminals and related logistics, as well as port value-added and support services [8][9]. Business Operations - The company operates as a unified platform for port logistics in Dalian, with a focus on various terminal operations including oil, containers, automobiles, bulk goods, and passenger services. It is the largest comprehensive terminal operator in Northeast China, with 70 near-sea routes [3][4]. - The company has strengthened its market development for container terminals, adding 10 new routes in the year, and is actively integrating into 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, the company achieved operating revenue of 8.426 billion yuan, representing a year-on-year growth of 5.99%. The net profit attributable to the parent company was 1.3 billion yuan, reflecting a year-on-year increase of 37.51% [9][10]. Shareholder Information - As of September 30, 2025, the number of shareholders was 211,800, a decrease of 5.54% from the previous period. The average trading cost of the stock is 1.61 yuan, with the stock price approaching a resistance level of 1.69 yuan [6][9].

Core Viewpoint - The company, Liaoport Co., Ltd., is experiencing a decline in stock price and trading volume, indicating potential market volatility and investor sentiment concerns [1] Company Overview - Liaoport Co., Ltd. is a unified operational platform for port logistics in Dalian, leveraging its advantageous natural conditions and management strengths to play a leading role in the development of the Northeast Asia International Shipping Center and the Liaoning Coastal Economic Belt [2][3] - The company operates various terminal and logistics services, including oil/liquid chemical products, container, automobile, bulk cargo, grain, and passenger roll-on/roll-off services, making it a key maritime gateway in Northeast Asia [2][3][9] Business Performance - For the period from January to September 2025, Liaoport Co., Ltd. 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, reflecting a significant increase of 37.51% [9] - The company has a diversified revenue structure, with 96.37% coming from services, 3.06% from other sources, and 0.57% from goods [9] Strategic Initiatives - The company is enhancing its market development for container terminals, adding 10 new shipping routes to align with national strategies such as the Belt and Road Initiative and the construction of the Liaoning Free Trade Zone [4] - Liaoport Co., Ltd. is actively exploring new markets in Southeast Asia and the Russian Far East, with plans to add 7 new Southeast Asia routes, 1 Far East route, and 2 domestic routes [4] Shareholder Information - As of September 30, 2025, the number of shareholders for Liaoport Co., Ltd. was 211,800, a decrease of 5.54% from the previous period [9] - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed in the last three years [10]