证券日报网讯1月13日，厦门港务（000905）在互动平台回答投资者提问时表示，目前公司资产重组项 目已获得深圳证券交易所审核通过，尚需中国证券监督管理委员会同意注册后方可实施。本次交易最终 能否通过注册，以及最终注册完成的时间均存在不确定性。公司将根据本次交易的进展情况，严格按照 有关法律法规的规定及时履行信息披露义务。 ...

Core Insights - Despite global trade uncertainties, China's port throughput has shown resilient growth, with a total of 16.75 billion tons handled in the first eleven months of 2025, marking a 4.4% year-on-year increase [1][2] - Major ports like Shanghai and Ningbo-Zhoushan have maintained their positions as global leaders, with Ningbo-Zhoushan becoming the first port to exceed 1.4 billion tons in annual throughput and Shanghai retaining the top spot in container throughput for the sixteenth consecutive year [1][5] - The growth in port throughput is attributed to China's increasing competitiveness in the global shipping system and the implementation of policies related to free trade zones and smart and green shipping [2][3] Port Performance - In 2025, major ports in China have reported significant increases in container throughput, with Ningbo-Zhoushan at 39.99 million TEUs (10.6% increase), Shenzhen at 32.41 million TEUs (6.6% increase), and Qingdao at 30.37 million TEUs (7.0% increase) [2] - Emerging ports like Yangpu and Beibu Gulf have also shown remarkable growth, with Yangpu's container throughput increasing by 65% year-on-year [1][5] Economic Context - The stable growth in port cargo and container volumes indicates the resilience of China's economy and international trade, even amidst external instability [3][6] - China's share of global container exports has risen from 34% in 2019 to 38% in 2025, reflecting the competitiveness of Chinese manufacturing and technology [5][6] Trade Route Developments - Chinese ports are expanding into emerging markets, with new international shipping routes being established to regions like the Middle East, Latin America, and Africa [6][7] - The trade volume with ASEAN countries grew by 8.5%, and trade with the EU increased by 5.4% in the first eleven months of 2025 [6] Future Trends - The implementation of smart and green shipping policies is expected to enhance the port industry, with a focus on digitalization and automation [13] - The establishment of new shipping routes, such as the "Sea Defense Silk Road Fast Shipping" line, indicates a shift towards more efficient logistics and trade networks [7][12]

Core Viewpoint - Xiamen Port Authority's stock has experienced fluctuations, with a recent decline of 2.04% and a total market value of 10.31 billion yuan, reflecting mixed investor sentiment and market activity [1]. Group 1: Stock Performance - As of January 9, Xiamen Port's stock price is 13.90 yuan per share, with a trading volume of 450 million yuan and a turnover rate of 4.32% [1]. - Year-to-date, the stock has increased by 6.35%, while it has decreased by 12.96% over the past 20 days and increased by 65.38% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Xiamen Port reported a revenue of 16.612 billion yuan, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 3.12% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Xiamen Port is 41,800, a decrease of 20.04% from the previous period, with an average of 17,738 circulating shares per shareholder, an increase of 25.06% [2]. - The company has distributed a total of 1.004 billion yuan in dividends since its A-share listing, with 240 million yuan distributed over the past three years [3].

Core Viewpoint - Xiamen Port Authority is in the final stages of a significant asset restructuring, aiming to enhance its market competitiveness and profitability through the acquisition of a 70% stake in Xiamen Container Terminal Group for approximately 6.178 billion yuan [1][2][5]. Group 1: Restructuring Details - The restructuring plan involves issuing shares and cash payments to acquire the controlling stake in the target company, with a total transaction value of about 6.178 billion yuan [1][4]. - The company plans to raise up to 3.5 billion yuan in additional funds to support the transaction and further industrial layout [4][10]. - The acquisition is structured in two phases: first, the purchase of the target company, and second, the issuance of shares to specific investors for fundraising [4][5]. Group 2: Financial Performance - For the first three quarters of 2025, Xiamen Port Authority reported a net profit of 196 million yuan, while the target company achieved a net profit of 430 million yuan in the first eight months of 2025 [1][8]. - Xiamen Port Authority's revenue for 2023 and 2024 was 22.927 billion yuan and 22.147 billion yuan, respectively, showing a decline in profitability [7]. - In contrast, the target company's revenue for 2023 and 2024 was 2.475 billion yuan and 2.644 billion yuan, respectively, indicating stable growth [8]. Group 3: Financial Position and Future Prospects - As of September 2025, Xiamen Port Authority had cash reserves of 865 million yuan against interest-bearing liabilities of 2.257 billion yuan [9]. - The target company had a lower debt ratio of 31.35%, indicating a stronger financial position [10]. - The planned projects funded by the raised capital are expected to further enhance the target company's competitiveness and profitability [10][11].

Group 1 - Fujian local stocks experienced a significant afternoon rally, with companies such as Xiamen Port Authority, Fuzhijng Technology, and Snowman Group hitting the daily limit up [1] - Other stocks that followed the upward trend include Xingyun Co., Pingtan Development, Xiamen Airport, Dongbai Group, and Haixia Innovation [1] Group 2 - Notable stock performances include: - Hengkun New Materials (688727) with a rise of 62.06% and a one-year increase of 314.01% [2] - Snowman Group (002639) up by 21.96% with a one-year increase of 212.82% [2] - Xiamen Port Authority (000905) increased by 14.17% with a one-year rise of 124.92% [2] - Fuzhijng Technology (002222) surged by 63.98% with a one-year increase of 94.47% [2] - Luyan Pharmaceutical (002788) rose by 24.99% with a one-year increase of 213.55% [2] - Shengtun Mining (600711) increased by 17.31% with a one-year rise of 283.81% [2] - Huamao Technology (603306) up by 67.02% with a one-year increase of 107.81% [2] - Aerospace Development (000547) increased by 36.16% with a one-year rise of 383.42% [2] - Xingyun Co. (300648) rose by 55.87% with a one-year increase of 131.73% [2] - ST Green Kang (002868) increased by 39.03% with a one-year rise of 170.48% [2]

Group 1 - Fujian local stocks experienced a surge in the afternoon, with Xiamen Port reaching the daily limit increase [1] - Pingtan Development, Xiamen Airport, Dongbai Group, and Haixia Innovation also saw significant gains [1]

厦门港务发展股份有限公司（以下简称公司或上市公司）拟通过发行股份及支付现金的方式向厦门国际 港务有限公司购买其持有的厦门集装箱码头集团有限公司70%股权，并向不超过35名符合条件的特定对 象发行股份募集配套资金（以下简称本次交易）。 深圳证券交易所并购重组审核委员会于2025年12月29日召开2025年第17次并购重组审核委员会审议会 议，对本次交易的申请进行了审议。根据深圳证券交易所并购重组审核委员会发布的《深圳证券交易所 并购重组审核委员会2025年第17次审议会议结果公告》，本次会议的审议结果为：本次交易符合重组条 件和信息披露要求。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 公司结合实际情况，对2025年12月23日披露的《厦门港务发展股份有限公司发行股份及支付现金购买资 产并募集配套资金暨关联交易报告书（草案）（上会稿）》（以下简称重组报告书）进行了修订，形成 并披露了《厦门港务发展股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书 （草案）（注册稿）》。 ■ 除上述更新外，公 ...

厦门港务公告，拟发行股份及支付现金购买厦门国际港务有限公司持有的厦门集装箱码头集团有限公司 70%股权。交易价格为61.78亿元，其中现金对价9.27亿元，股份对价52.51亿元。同时，拟向不超过35 名特定对象募集配套资金不超过35亿元，用于厦门港多式联运智慧物流中心项目、码头设备更新改造项 目、翔安港区1#-5#集装箱泊位工程项目等。 本文源自：金融界AI电报 ...

中国国际金融股份有限公司 关于 厦门港务发展股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易 之 独立财务顾问报告（注册稿） 独立财务顾问 二〇二六年一月 中国国际金融股份有限公司 独立财务顾问报告 独立财务顾问声明和承诺 一、独立财务顾问声明 （一）本独立财务顾问报告所依据的文件和材料由相关各方提供，相关各方对所 提供文件及资料的真实性、准确性和完整性负责，并保证该等信息不存在虚假记载、 误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的任何风险责任； （二）本独立财务顾问报告是在假设本次交易各方当事人均全面和及时履行本次 交易相关协议和声明或承诺的基础上出具，若上述假设不成立，本独立财务顾问不承 担由此引起的任何风险责任； （三）对于对本独立财务顾问报告至关重要而又无法得到独立证据支持或需要法 律、审计、评估等专业知识来识别的事实，本独立财务顾问主要依据有关政府部门、 律师事务所、会计师事务所、资产评估机构及其他有关单位出具的意见、说明及其他 文件做出判断； （四）如本独立财务顾问报告中结论性意见利用其他证券服务机构专业意见的， 独立财务顾问已进行了必要的审慎核查。除上述核查责任之外 ...

证券代码：000905 证券简称：厦门港务 上市地点：深圳证券交易所 厦门港务发展股份有限公司 发行股份及支付现金购买资产 并募集配套资金暨关联交易报告书（草案） 摘要（注册稿） | 项目 | 交易对方名称 | | --- | --- | | 发行股份及支付现金购买资产 | 厦门国际港务有限公司 | | 募集配套资金 | 不超过35名符合条件的特定对象 | 独立财务顾问 二〇二六年一月 厦门港务发展股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）摘要 本公司及全体董事、高级管理人员保证重组报告书及本报告书摘要内容的真实、 准确、完整，对重组报告书及本报告书摘要的虚假记载、误导性陈述或重大遗漏负相 应的法律责任。 本公司控股股东、实际控制人、全体董事、高级管理人员承诺，如本次交易所提 供或披露的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立案侦查或者 被中国证监会立案调查的，在形成调查结论以前，不转让各自拥有权益的股份（如 有），并于收到立案稽查通知的两个交易日内将暂停转让的书面申请和股票账户提交 上市公司董事会，由董事会代其向证券交易所和证券登记结算机构申请锁定；未在两 个 ...