截至7月25日收盘，长安民生物流（01292.HK）报2.960港元，较上个交易日上涨0.34%，当日盘中最高 价触及3.010港元，创近一年新高。 资金流向方面，当日主力流入NaN万港元，流出NaN万港元，净流入23.64万港元。 本文源自：金融界 作者：港股君 重庆长安民生物流股份有限公司是一家极富专业精神的第三方汽车供应链综合服务供应商。公司成立于 2001年8月,2006年2月公司在香港联交所创业板上市,并于2013年7月成功由创业板转主板交易,主板股票 代码为HK.01292,是国内第一家在香港上市的汽车物流企业。主要股东为中国长安汽车集团股份有限公 司、民生实业(集团)有限公司、美集物流有限公司。公司总资产44.85亿元,注册资本1.62亿元。长安民生 物流在全国设有12家分子公司、6家合资公司,拥有员工8000余人。2017年实现营业收入66亿元,在中国物 流企业中排名第29位,在汽车物流企业中排名第3位。长安民生物流主要有六大业务板块:整车物流、零 部件物流、供应链物流、国际货运、流通加工和新生态业务,主要客户除长安系外,还与一汽、东风、吉 利、威马、知豆、南京金龙、宝钢、沙伯基础、舍佛勒、双 ...

Group 1 - The main clients of Langfang Jingchuan from 2021 to 2024 include Ando拓 and Yanfeng, with a projected revenue decline of approximately 12.35% starting in 2024 due to decreased demand from these clients [1][2] - North汽华森's logistics services are facing a revenue decline of 12.85% in 2024 due to increased competition and reduced business orders [2][3] - The discount rate parameters for goodwill impairment testing have been significantly adjusted due to market changes, affecting both Langfang Jingchuan and North汽华森 [3][4] Group 2 - The company has invested in private equity funds since its listing, with a reported fair value change loss of 12.79 million yuan in 2024, marking the first occurrence of such a loss [5][6] - The company aims to optimize its investment structure and enhance competitiveness through private equity investments, while also seeking quality project resources [6][7] - The underlying assets of the private equity investments do not flow to actual controllers or related parties, ensuring compliance with regulations [8][10] Group 3 - The West Shanghai Automotive Intelligent Manufacturing Park project has only utilized 31.46% of the raised funds as of the end of 2024, with a significant portion remaining unallocated [12][14] - The project has faced delays due to intensified competition and fluctuating customer demand, leading to a revised completion date of December 2025 [16][17] - The company is actively seeking new investment projects to utilize the remaining 154 million yuan in raised funds, ensuring compliance with disclosure obligations [18][22]

| 主要内容介绍 | 增长趋势。大件货物物流重心将更加强调高科技、高速度、高效率、高 | | --- | --- | | | 质量等，在安全、可持续、环保等方面也将迎来更高的要求。谢谢。 | | | 2.尊敬的领导您好，请问公司在回馈股东方面做了哪些工作？ | | | 答：尊敬的投资者您好！公司围绕主营业务，持续提升各业务板块的市 | | | 场开发和经营管理，努力提高经营质效，持续推动公司高质量发展，努 | | | 力以良好的业绩回报股东。公司综合考虑股东利益及公司长远发展需 | | | 求，制定了未来三年（2024-2026）股东分红回报规划，公司最近三年 | | | 累计现金分红总额 6.93 亿元（含 2024 年度预案）。谢谢。 | | | 3.请问公司为国内哪些车企提供商品汽车物流服务？ | | | 答：尊敬的投资者您好！目前公司与多家汽车生产厂商建立了长期、稳 | | | 定的合作关系，为一汽集团、东风汽车集团、上汽集团、兵装集团、北 | | | 汽集团、广汽集团、华晨宝马、长城汽车、吉利汽车、奇瑞和比亚迪等 | | | 众多汽车制造企业或其下属公司提供以铁路运输为主的专业商品汽车 | | | ...