Core Viewpoint - Nanjing Port announced the convening of its sixth board meeting of the eighth session on October 27, 2025, to review the amendment of the decision-making system [1] Group 1: Company Performance - For the first half of 2025, Nanjing Port's revenue composition was entirely from auxiliary transportation services, accounting for 100.0% [1] - As of the report date, Nanjing Port's market capitalization stood at 5.7 billion yuan [1]

Core Insights - The company reported a revenue of 7.723 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 6.21% [1] - The net profit attributable to shareholders reached 141 million yuan, marking a year-on-year increase of 13.25% [1] - Basic earnings per share were 0.29 yuan, which is a 12.73% increase compared to the previous year [1]

Financial Performance - Q3 2025 revenue reached ¥266,318,308.08, an increase of 7.27% year-over-year[5] - Net profit attributable to shareholders was ¥51,481,646.54, up 21.85% compared to the same period last year[5] - Net profit excluding non-recurring gains and losses was ¥49,531,944.69, reflecting a 23.53% increase year-over-year[5] - Total operating revenue for the third quarter reached ¥772,283,628.77, an increase of 6.5% compared to ¥727,111,638.35 in the previous period[13] - The net profit for the current period is CNY 174,888,593.70, an increase of 11.5% compared to CNY 156,893,135.76 in the previous period[15] - The operating profit for the current period is CNY 231,096,199.50, up from CNY 202,264,268.60, reflecting a growth of 14.3%[15] - The total comprehensive income attributable to the parent company is CNY 140,735,506.57, compared to CNY 124,268,539.31, indicating a rise of 13.3%[15] Earnings Per Share - Basic earnings per share for the period were ¥0.1059, an increase of 21.19% year-over-year[5] - Diluted earnings per share were ¥0.1055, reflecting a 23.34% increase compared to the same period last year[5] - The basic earnings per share increased to CNY 0.2895 from CNY 0.2568, representing a growth of 12.0%[15] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥5,382,346,746.68, representing a 3.72% increase from the end of the previous year[5] - Total assets increased to ¥5,382,346,746.68 from ¥5,189,189,456.29, marking a growth of 3.7%[12] - Non-current assets totaled ¥4,451,637,891.12, up from ¥4,380,449,074.81, reflecting a rise of 1.6%[11] - Total liabilities increased to ¥1,348,545,403.57 from ¥1,274,511,249.61, which is an increase of 5.8%[12] - The company's equity attributable to shareholders rose to ¥3,378,168,765.37 from ¥3,271,108,819.96, indicating a growth of 3.3%[12] Cash Flow - Cash flow from operating activities for the year-to-date was ¥231,587,492.00, up 13.05%[5] - Cash flow from operating activities generated a net amount of CNY 231,587,492.00, compared to CNY 204,858,677.16 in the previous period, marking an increase of 13.0%[16] - Cash flow from investing activities resulted in a net outflow of CNY 8,049,555.64, an improvement from a net outflow of CNY 139,507,850.44 in the previous period[17] - Cash flow from financing activities generated a net inflow of CNY 33,408,294.48, compared to a net outflow of CNY 182,521,768.64 in the previous period[17] - The total cash and cash equivalents at the end of the period amounted to CNY 541,311,248.03, up from CNY 294,975,236.55 at the end of the previous period[17] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 44,950[9] Government Subsidies - Government subsidies recognized in the current period amounted to ¥2,374,877.59[6] Investment Income - The company reported a net investment income of ¥9,465,816.34, down from ¥16,262,872.19, reflecting a decrease of 41.1%[13] Credit Impairment - The company reported a decrease in credit impairment losses to CNY 4,094,149.71 from CNY 4,458,985.93, reflecting a reduction of 8.2%[15] Mergers and Acquisitions - The company did not report any net profit from the merged entity prior to the merger, indicating no impact on the current financial results from this activity[15]

Core Insights - The shipping and port sector experienced a rise of 0.58% on October 27, with Bohai Ferry leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance Summary - Bohai Ferry (603167) closed at 10.37, up 4.85%, with a trading volume of 203,300 shares and a turnover of 209 million yuan [1] - China Ocean Shipping (601083) closed at 12.39, up 1.56%, with a trading volume of 143,800 shares and a turnover of 178 million yuan [1] - The overall performance of the shipping and port sector stocks showed mixed results, with some stocks experiencing declines [2] Capital Flow Analysis - The shipping and port sector saw a net outflow of 363 million yuan from institutional investors, while retail investors contributed a net inflow of 336 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors on that day [2] Individual Stock Capital Flow - China Ocean Shipping (601919) had a net inflow of 2.32 billion yuan from institutional investors, while it faced a net outflow of 1.78 billion yuan from speculative funds [3] - China Ocean Energy (600026) saw a net inflow of 30.53 million yuan from institutional investors, with a net outflow of 64.80 million yuan from retail investors [3] - The capital flow data highlights the varying levels of interest from different types of investors across the sector [3]

Core Viewpoint - The company, Nanjing Port, is a major player in the storage and transshipment of crude oil and liquid chemical products, benefiting from its strategic location in the economically vibrant Yangtze River Delta region [2][3]. Company Overview - Nanjing Port is primarily engaged in the storage and transshipment of crude oil, refined oil, liquid chemical products, and general cargo, with a significant focus on container services [2][7]. - The company is state-owned, with its ultimate control resting with the Jiangsu Provincial Government's State-owned Assets Supervision and Administration Commission [3]. - As of October 10, the number of shareholders for Nanjing Port reached 46,200, an increase of 2.76% from the previous period [7]. Financial Performance - For the first half of 2023, Nanjing Port reported a revenue of 506 million yuan, reflecting a year-on-year growth of 5.66%, with a net profit attributable to shareholders of 89.25 million yuan [7]. - The main revenue sources include container handling and services (75.81%), chemical product handling and services (21.04%), and other income (3.03%) [7]. Market Activity - On October 27, Nanjing Port's stock price decreased by 0.34%, with a trading volume of 580 million yuan and a turnover rate of 10.10%, leading to a total market capitalization of 5.65 billion yuan [1]. - The stock has seen a net outflow of 27.7 million yuan from major investors today, indicating a trend of reduced holdings over the past few days [4][5]. Technical Analysis - The average trading cost of the stock is 11.78 yuan, with the current price fluctuating between resistance at 11.98 yuan and support at 10.69 yuan, suggesting potential for range trading [6].

Core Insights - The shipping and port sector experienced a rise of 0.91% on October 23, with Qin Port Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index also rose by 0.22% to 13025.45 [1] Stock Performance - Qin Port Co., Ltd. (601326) saw a closing price of 3.91, with a significant increase of 10.14% and a trading volume of 1.5167 million shares, amounting to a transaction value of 580 million yuan [1] - Xiamen Port Authority (000905) closed at 10.24, up 7.34%, with a trading volume of 885,300 shares and a transaction value of 896 million yuan [1] - Yantian Port (000088) reported a closing price of 4.66, increasing by 3.10% with a trading volume of 1.4312 million shares [1] - Nanjing Port (002040) closed at 11.80, up 2.34%, with a trading volume of 762,200 shares [1] - Ningbo Ocean Shipping (601022) closed at 10.69, up 2.30%, with a trading volume of 423,900 shares [1] Capital Flow - The shipping and port sector saw a net outflow of 266 million yuan from institutional investors, while retail investors contributed a net inflow of 326 million yuan [2][3] - The detailed capital flow indicates that Xiamen Port Authority had a net inflow of 14.216 million yuan from institutional investors, while retail investors had a net outflow of 19.8541 million yuan [3] - Nanjing Port experienced a net inflow of 67.5481 million yuan from institutional investors, with retail investors showing a net outflow of 46.327 million yuan [3]

Market Overview - The shipping and port sector declined by 0.62% on October 22, with Haixia Co. leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the shipping and port sector included: - Zhonggu Logistics (603565) with a closing price of 11.18, up 1.82% [1] - Tangshan Port (601000) at 4.00, up 1.01% [1] - COSCO Shipping Specialized (600428) at 7.21, up 0.84% [1] - Major decliners included: - Haixia Co. (002320) at 13.59, down 7.55% [2] - Antong Holdings (600179) at 4.29, down 6.94% [2] - Haitong Development (603162) at 10.63, down 6.01% [2] Trading Volume and Capital Flow - The shipping and port sector experienced a net outflow of 752 million yuan from institutional investors, while retail investors saw a net inflow of 708 million yuan [2][3] - The trading volume for Zhonggu Logistics was 177,100 shares, with a transaction value of 197 million yuan [1] Individual Stock Capital Flow - Zhonggu Logistics (603565) had a net inflow of 10.93 million yuan from retail investors, while institutional investors saw a net outflow of 54.53 million yuan [3] - COSCO Shipping Holdings (601866) had a net inflow of 73,040 yuan from retail investors, with a minor outflow from institutional investors [3]

证券代码：002040 证券简称：南京港 公告编号：2025－060 南京港股份有限公司 关于使用暂时闲置自有资金购买保本型理财产品的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，对公告的 虚假记载、误导性陈述或者重大遗漏负连带责任。 南京港股份有限公司（以下简称"公司"或"本公司"）于2025年9 月24日召开的第八届董事会2025年第五次会议及2025年10月13日召开的 2025年第四次临时股东会，审议通过了《关于用暂时闲置自有资金购买保 本型理财产品的议案》，同意公司在确保不影响正常生产经营、有效 控制风险的前提下，使用不超过人民币50,000万元闲置自有资金购买保 本型理财产品，其中包括控股子公司南京港龙潭集装箱有限公司（以 下简称"龙集公司"）不超过10,000万元、全资子公司南京港江北 集装箱码头有限公司（以下简称"江北集公司"）不超过5,000万元， 单个理财产品的投资期限不超过12个月，在上述额度及决议有效期内，资 金可以滚动使用。具体情况详见公司于2025年9月25日和2025年10月14日 在《证券时报》及巨潮资讯网（www.cninfo.com.cn）刊登的《南京港股份 ...

Group 1 - The "Hongwei" vessel successfully completed its two-month round trip task via the Arctic route, marking a significant milestone for the shipping logistics center in Nanjing [1] - The Arctic route reduced transportation time from 36 days to 26 days, saving 10 days compared to traditional routes through the Red Sea and Suez Canal [1] - The successful operation of the Arctic route highlights Nanjing's progress in expanding international shipping channels and optimizing global shipping network layout [1] Group 2 - COSCO Shipping has achieved regular operations on the Arctic route [2] - Nanjing Port's container business connects the Nanjing metropolitan area and the Yangtze River Economic Belt, integrating with the Beijing-Shanghai railway network [2] - There is a close cooperation and stable transportation channel formed with major ports upstream and downstream [2]

Core Insights - The successful arrival of the "Hongwei" vessel at Nanjing Longtan Port on October 17, 2025, marks the completion of a two-month round trip along the Arctic shipping route [1] Group 1 - The "Hongwei" vessel was loaded with timber, boards, fertilizers, and other goods [1] - The Arctic shipping route is being utilized for transporting goods, indicating a potential shift in logistics and trade patterns [1]