Core Insights - Yantian Port's stock price increased by 0.45% on October 10, with a trading volume of 107 million yuan, indicating positive market sentiment [1] - The company reported a net financing outflow of 3.78 million yuan on the same day, with a total financing and securities balance of 287 million yuan, suggesting a high level of trading activity [1] - As of June 30, 2025, Yantian Port's revenue decreased by 4.49% year-on-year to 389 million yuan, while net profit increased by 4.07% to 653 million yuan, reflecting mixed financial performance [2] Financing and Trading Activity - On October 10, Yantian Port had a financing buy-in of 14.78 million yuan, with a current financing balance of 286 million yuan, accounting for 2.02% of the market capitalization, which is above the 90th percentile of the past year [1] - The company repaid 6,200 shares in securities lending and sold 3,700 shares, with a selling amount of 16,500 yuan, indicating active trading in the securities market [1] - The securities lending balance stood at 774,200 yuan, exceeding the 60th percentile of the past year, indicating a relatively high level of short-selling activity [1] Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders increased by 14.09% to 65,000, with an average of 48,673 shares held per shareholder, reflecting growing investor interest [2] - Since its A-share listing, Yantian Port has distributed a total of 7 billion yuan in dividends, with 1.56 billion yuan distributed in the last three years [3] - The top ten circulating shareholders saw a change, with Hong Kong Central Clearing Limited exiting the list as of June 30, 2025 [3]

Core Insights - Saltian Port experienced a slight decline of 0.23% on September 30, with a trading volume of 52.27 million yuan [1] - The company reported a financing buy-in of 10.53 million yuan and a financing repayment of 13.67 million yuan, resulting in a net financing outflow of 3.14 million yuan [1] - As of September 30, the total financing and securities lending balance for Saltian Port was 291 million yuan, representing 2.08% of its market capitalization [1] Financing Overview - On September 30, Saltian Port had a financing buy-in of 10.53 million yuan, with a current financing balance of 291 million yuan, which is above the 90th percentile of the past year [1] - The company repaid 66,400 shares in securities lending and sold 200 shares, with a selling amount of 886 yuan, while the remaining securities lending balance was 113,900 shares [1] Business Performance - As of June 30, the number of shareholders for Saltian Port increased to 65,000, a rise of 14.09%, with an average of 48,673 circulating shares per person, up by 23.26% [2] - For the first half of 2025, Saltian Port reported an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [2] Dividend and Shareholding - Since its A-share listing, Saltian Port has distributed a total of 7 billion yuan in dividends, with 1.56 billion yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited exited the top ten circulating shareholders of Saltian Port [3]

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area and the national economic landscape, with significant expectations for overall listing in the market [2][4]. Company Overview - Shenzhen Yantian Port Co., Ltd. was established on July 21, 1997, and listed on July 28, 1997. The company is located in Yantian District, Shenzhen, Guangdong Province [7]. - The main business activities include port investment and operation, terminal construction project management, toll highway operation management, customs supervision warehouses, and other port-related warehousing operations [7]. - The revenue composition of the company is as follows: port cargo handling and transportation (59.49%), highway tolls (30.11%), and warehousing and other services (10.41%) [7]. Business Dynamics - The company operates in the port industry, which is closely linked to the national and regional economic trade development. The port serves as a crucial hub connecting domestic and international markets, enhancing the value of logistics, capital, trade, and data [2][4]. - In May 2022, Kunshan Zhongpin Cold Chain Logistics Co., Ltd. became a wholly-owned subsidiary of Yantian Port Cold Chain Investment Holdings Co., Ltd. [2]. Financial Performance - As of June 30, 2025, Yantian Port achieved an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [8]. - The company has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.557 billion yuan distributed over the past three years [8]. Market Position - Yantian Port is recognized as one of the highest single-port container throughput terminals globally and is expected to benefit from the development of the Greater Bay Area [2][3]. - The company is controlled by the State-owned Assets Supervision and Administration Commission of the Shenzhen Municipal People's Government [3]. Shareholder Dynamics - As of June 30, 2025, the number of shareholders reached 65,000, an increase of 14.09% from the previous period, with an average of 48,673 circulating shares per person, up by 23.26% [8].

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Yantian Port, indicating a stable trading environment with significant financing activities [1][2] - As of September 29, Yantian Port's stock price remained unchanged at 0.00%, with a trading volume of 94.22 million yuan and a net financing buy of -329,100 yuan [1] - The total financing and securities balance for Yantian Port reached 295 million yuan, with a financing balance of 294 million yuan, accounting for 2.09% of the market capitalization, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Yantian Port increased to 65,000, reflecting a growth of 14.09%, with an average of 48,673 circulating shares per person, up by 23.26% [2] - For the first half of 2025, Yantian Port reported an operating income of 389 million yuan, a year-on-year decrease of 4.49%, while the net profit attributable to shareholders increased by 4.07% to 653 million yuan [2] - Yantian Port has distributed a total of 7 billion yuan in dividends since its A-share listing, with 1.56 billion yuan distributed over the past three years [3]

Core Viewpoint - Shenzhen Yantian Port Holdings Co., Ltd. held a performance briefing for the first half of 2025, addressing various investor concerns and highlighting ongoing projects and financial strategies [1] Group 1: Infrastructure and Business Development - The Huizhou-Yantian Expressway expansion project has been completed, with a 25-year toll approval received in 2022, and the company is actively working on increasing toll rates [2] - The company expects LNG refueling business to generate at least 1.5 billion yuan in profit from 2025, with actual profits to be calculated based on operational performance [2] - The company holds a 14.06% stake in Haixia Co., making it the second-largest shareholder, and is focused on benefiting from the Hainan Free Trade Port policies without plans to reduce its stake [3] Group 2: Shareholder Returns and Financial Management - The company emphasizes market value management and shareholder returns, having distributed over 7 billion yuan in cash dividends since its listing, with a plan to distribute at least 50% of distributable profits as dividends from 2024 to 2026 [4] - For the 2025 interim period, the company plans to distribute 0.88 yuan per share (before tax), amounting to an expected total of 458 million yuan in dividends [4] Group 3: Market Impact and Financial Performance - The company believes that the new port docking fees in the U.S. will have minimal impact on its operations, as it is a preferred port for ultra-large vessels in South China and one of the busiest container terminals globally [5] - The net cash flow from operating activities decreased by 51.99% year-on-year for the first half of 2025, primarily due to a one-time compensation received in the previous year, but adjusted figures show a 77.26% increase [6] - As of June 30, 2025, the total number of shareholders was 64,982, with unrestricted shares accounting for 60.83% of the total share capital [6] Group 4: Strategic Initiatives - The company is making progress in the Yangtze River Economic Belt, with plans to establish a new port company in Jiangsu in 2024, and aims to enhance its project portfolio and network layout [7] - To address revenue pressures, the company is implementing different strategies in the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt, including diversifying operations at various ports to improve performance [7]

Group 1 - Yantian Port announced an online investor research meeting scheduled for September 29, 2025, where the chairman and a director will participate and answer questions [1] - For the first half of 2025, Yantian Port's revenue composition is as follows: 59.49% from loading and transportation, 30.11% from transportation services, and 10.41% from warehousing and leasing [1] - As of the report date, Yantian Port has a market capitalization of 23.1 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yi Bao has intensified, with Nongfu Spring's green bottle launch leading to a significant market share decline for Yi Bao, dropping nearly 5 percentage points [1]

Group 1: Financial Performance and Shareholder Returns - The company has maintained a consistent cash dividend policy since its listing, with cumulative dividends exceeding 7 billion yuan. A three-year dividend plan (2024-2026) has been disclosed, committing to distribute at least 50% of the distributable profits annually [4][8] - For the 2025 interim cash dividend, the company plans to distribute 0.88 yuan per 10 shares (including tax), totaling approximately 458 million yuan, which represents 70.04% of the net profit for the first half of 2025 [4][8] - The net cash flow from operating activities decreased by 51.99% in the first half of 2025, primarily due to a one-time compensation received in the previous year. Excluding this factor, the net cash flow increased by 77.26% [6] Group 2: Strategic Developments and Market Position - The company holds a 14.06% stake in Haixia Co., making it the second-largest shareholder, and is closely monitoring policies related to the Hainan Free Trade Port [3] - Saltian Port has been expanding its inland port network, with 20 inland ports, 15 combined ports, and 33 sea-rail intermodal routes established by mid-2025, enhancing customs efficiency and reducing logistics costs for exporters [6] - The company is focusing on the Yangtze River Economic Belt, having established a new port company in Jiangsu in 2024, and aims to strengthen its port network and service systems [9][10] Group 3: Market Challenges and Responses - The company is aware of the impact of the new port docking fees starting October 4, 2025, but emphasizes its role as a key player in the South China region and its ability to adapt to economic cycles [5] - To address revenue pressures, the company is enhancing its operational strategies, including diversifying services at key ports and exploring new operational models to increase throughput and market share [10] Group 4: Shareholder Engagement and Communication - The company actively engages with investors, providing updates on performance and strategic initiatives during investor relations activities, such as the 2025 semi-annual performance briefing [2][4] - As of June 30, 2025, the total number of shareholders was 64,982, with unrestricted shares accounting for 60.83% of the total share capital [7]

Group 1 - The company will hold a performance briefing on September 29, 2025, from 15:00 to 16:00, via an online interactive format [1][2] - The meeting will be accessible through the website www.ir-online.cn, and investors can submit questions prior to the meeting [1][3] - Key participants in the meeting will include the Chairwoman, General Manager, Independent Directors, and the Chief Financial Officer [2] Group 2 - Investors can join the meeting on the day through the provided link or by scanning a QR code [3] - After the meeting, investors can view the meeting details and main content on the same website [4] - The announcement was made by the Board of Directors of Shenzhen Yantian Port Co., Ltd. on September 26, 2025 [4]

Core Points - The company, Shenzhen Yantian Port Co., Ltd., will hold a half-year performance briefing on September 29, 2025, from 15:00 to 16:00 [2][3] - Investors can submit questions for the briefing until September 29, 2025, through a designated website or WeChat [2][4] - The briefing aims to provide insights into the company's operational performance and development strategy, allowing for interaction with investors [2][3][4] Meeting Details - The meeting will be conducted online via the "Value Online" platform [3][5] - Key participants include the Chairwoman, General Manager, Independent Directors, and the Chief Financial Officer [3] - Investors can access the meeting through a specific URL or by scanning a QR code on the day of the event [4][5] Contact Information - Contact person for inquiries is Cao Qian, with provided phone, fax, and email details for further communication [5][6] - Post-meeting, investors can review the meeting's proceedings and key content on the "Value Online" platform [6]

会议问题征集：投资者可于 2025 年 09 月 29 日前访问网址 https://eseb.cn/1rLU2vmECf6或使用微信扫描下方小程序码进行会 前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资 者普遍关注的问题进行回答。 深圳市盐田港股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日在巨潮资讯网上披露了《2025 年半年度报告全文》及《2025 年半年度报告摘要》。为便于广大投资者更加全面深入地了解公司经 营业绩、发展战略等情况，公司定于 2025 年 09 月 29 日（星期一） 证券代码：000088 证券简称：盐田港 公告编号：2025-43 深圳市盐田港股份有限公司 关于举办 2025 年半年度业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 不存在虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1 会议召开时间：2025 年 09 月 29 日（星期一）15:00-16:00 会议召开方式：网络互动方式 会议召开网址：价值在线（www.ir-online.cn） 15:00-16:00 在"价值在线"（www.ir-onlin ...