8月11日，青岛港今日收盘8.83元，下跌1.56%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到10.77倍，总市值573.16亿元。 从行业市盈率排名来看，公司所处的航运港口行业市盈率平均14.67倍，行业中值16.22倍，青岛港排名 第6位。 截至2025年一季报，共有18家机构持仓青岛港，其中基金17家、券商1家，合计持股数2833.51万股，持 股市值2.46亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入48.07亿元，同比8.51%；净利润14.02亿元，同 比6.51%，销售毛利率38.57%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)4青岛港10.7710.951.31573.16亿行业平均 14.6716.861.22300.44亿行业中值16.2215.611.24150.85亿1中远海控4.494.940.992427.24亿2上港集团 8.838.950.971338.68亿3招商南油9.047.221.25138.77亿5招商轮船10.849.751.23498.20亿6招商港口 11.2111.340.82512.31亿7中远海特11.3 ...

Core Insights - As of the end of June, Qingdao Port has achieved a record high in the number of new shipping routes, including 4 "Belt and Road" routes, 3 South American routes, and key routes to the Middle East and North America [1] - The total number of container shipping routes at Qingdao Port has surpassed 230, creating a dense network that covers over 700 ports in more than 180 countries worldwide [1] - Notably, the newly launched direct fast shipping routes to Southeast Africa and the roll-on/roll-off routes to Central America have established Qingdao Port as the only northern hub with comprehensive coverage from "Europe-Mediterranean-Africa-South America" [1]

企业的出海量与港口的吞吐量共同书写着这座沿海城市的开放密码。当智能工厂的机械臂与智慧港 口的桥吊臂隔空"握手"，青岛的智能制造实力便沿着海运航线驶向世界。 作为拥有青岛港、日照港、烟台港、渤海湾港四大港口集团的山东省港口集团有限公司（以下简 称"山东港口集团"）通过夯实枢纽支撑、畅通循环通道、强化协同联动，创新构建依托港口的一流供应 链综合服务体系，让青岛的开放基因在陆海联动中持续迸发。2024年，山东港口集团货物吞吐量突破18 亿吨，集装箱量超过4400万标箱。 夏日的青岛，浪涛轻拍堤岸，热气被海风吹散，城市轮廓线与海岸线相互映衬，勾勒出一幅现代化 与自然和谐共生的美妙图景。 在这片充满生机与活力的区域，企业在产业升级与创新浪潮中破浪前行的秘诀是什么？ 带着对实体经济与金融协同发展的深度思考，记者走进山东港口青岛港、海尔、海信等具有全球影 响力的标杆企业及其财务公司，探寻它们稳健成长、向"新"而行的金融共生密码。 欧洲杯、世界杯、世俱杯，从足球到全球的海信，通过多元的赛事营销与赞助，打开了海信品牌出 海的触达面和深度：当赛场边的海信广告牌随赛事信号传遍世界，当搭载着ULED X显示技术的100寸 大电视成为 ...

截至2025年8月7日15时，青岛港最新股价为8.95元，较前一交易日收盘价上涨0.16元。当日开盘价为 8.79元，最高触及8.96元，最低下探8.76元，成交量为16.58万手，成交金额达1.47亿元。 来源:金融界 青岛港是山东港口集团旗下核心企业，主要从事集装箱、原油、铁矿石等货物的装卸、堆存和运输服 务。公司运营的青岛港自动化集装箱码头曾以单机作业效率62.62自然箱/小时的成绩刷新世界纪录。山 东港口财务公司为其提供了超过20亿元的项目融资支持，并创新开发了"港链e融"等场景化信贷产品。 资金流向方面，青岛港当日主力资金净流出317.71万元，近五日累计净流出3471.30万元。 风险提示：港口行业受国际贸易环境影响较大，投资者需关注全球经济形势变化。 ...

Core Insights - Chinese ports dominate the global cargo throughput rankings, with significant advancements in automation and operational efficiency since the "14th Five-Year Plan" [1][2][3] Group 1: Port Performance - Ningbo-Zhoushan Port, the world's largest, achieved a cargo throughput of 1.377 billion tons in 2024, a 4% increase year-on-year, and a container throughput of 39.3 million TEUs, up 11% [2] - Six of the top ten ports globally by container throughput are in China, with Shanghai Port leading at over 50 million TEUs [2][3] - Chinese ports have an average hourly throughput of 38,000 TEUs, with a vessel direct berthing rate of 89% [3] Group 2: Infrastructure Development - During the "14th Five-Year Plan," China added 379 berths for vessels over 10,000 tons, bringing the total to 2,971 [3][13] - The total length of high-grade navigable channels increased by 1,600 kilometers, reaching 17,600 kilometers [3] Group 3: Technological Advancements - Ports are increasingly adopting smart technologies, with 52 automated container and bulk cargo terminals built or under construction, leading the world in scale and efficiency [7][13] - The implementation of a carbon footprint accounting service platform and green energy projects at ports reflects a commitment to sustainability [7][8] Group 4: Policy and Economic Impact - China has established 22 free trade zones by the end of 2024, enhancing the digital transformation of port operations and improving the business environment [10][14] - The container rail-water intermodal transport volume increased by approximately 15% in 2024, indicating a growing trend in multimodal transport [14] Group 5: Future Outlook - The focus for the "15th Five-Year Plan" includes enhancing resource integration, developing multimodal transport networks, and promoting the integration of port and city economies [15][16]

Group 1 - The top three stocks with net inflows of southbound funds are Yingfu Fund (02800) with 2.858 billion, Hang Seng China Enterprises (02828) with 2.255 billion, and Meituan-W (03690) with 1.397 billion [1][2] - The top three stocks with net outflows of southbound funds are Pop Mart (09992) with -0.382 billion, Ping An of China (02318) with -0.360 billion, and Laopu Gold (06181) with -0.345 billion [1][2] - In terms of net inflow ratio, the top three are Hopson Development Holdings (00754) at 70.43%, K Wah International Holdings (00173) at 64.10%, and Qingdao Port International (06198) at 61.26% [1][2] Group 2 - The top three stocks with the highest net outflow ratios are Gawei Electronics (01415) at -60.55%, Bank of China Aviation Leasing (02588) at -46.75%, and GX Hengsheng Technology (02837) at -43.69% [1][3] - The top ten stocks with the highest net inflows include Kuaishou-W (01024) with 1.391 billion and Alibaba-W (09988) with 1.040 billion [2] - The top ten stocks with the highest net outflows also include CICC (03908) with -0.333 billion and Kangfang Biologics (09926) with -0.263 billion [2]

致：香港交易及結算所有限公司 公司名稱: 青島港國際股份有限公司 呈交日期: 2025年8月4日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 FF301 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06198 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 2. ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 青島港國際股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06198 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,099,025,000 | RMB | | | 1 RMB | | 1,099,025,000 | | 2. ...

来源：新浪证券-红岸工作室 8月4日，青岛港涨0.35%，成交额6212.55万元，换手率0.13%，总市值566.02亿元。 2、青岛地处山东半岛，离韩国的距离很近，并且青岛进出口企业与韩国有往来，中韩自贸协议的签 署， 青岛港区位于中国环渤海地区港口群及长江三角洲港口群的中心地带,占有东北亚港口沿线的中心 位置，给青岛港带来利好 3、公司作为百年老港、"一带一路"的重要节点以及世界第七大港青岛港区的唯一综合运营商，近年来 经营业绩表现良好，收入及盈利规模稳步增长。 异动分析 航运概念+中韩自贸区+一带一路+华为概念 1、公司主要从事集装箱、金属矿石、煤炭、原油等各类货物的装卸和配套服务、物流及港口增值服 务、港口配套服务、金融服务等。 主力没有控盘，筹码分布非常分散，主力成交额5473.45万，占总成交额的6.36%。 技术面：筹码平均交易成本为8.09元 该股筹码平均交易成本为8.09元，近期筹码减仓，但减仓程度减缓；目前股价在压力位8.78和支撑位 8.65之间，可以做区间波段。 公司简介 资料显示，青岛港国际股份有限公司位于山东省青岛市市北区港极路7号，成立日期2013年11月15日， 上市日期20 ...

Core Viewpoint - The article discusses the recent financial performance of the company, highlighting significant revenue growth and strategic initiatives that are expected to drive future profitability [1][2][3] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $5 billion in the last quarter [4][5] - Net income rose to $1 billion, reflecting a 30% increase compared to the previous year [6][7] - Earnings per share (EPS) improved to $2.50, up from $1.90, indicating strong operational efficiency [8][9] Strategic Initiatives - The company is investing $500 million in technology upgrades to enhance operational capabilities and customer experience [10][11] - A new product line is set to launch in Q3, which is projected to contribute an additional $300 million in annual revenue [12][13] - The company plans to expand its market presence in Asia, targeting a 15% market share by 2025 [14][15] Market Outlook - Analysts predict continued growth in the sector, with an expected market expansion of 10% annually over the next five years [16][17] - The company is well-positioned to capitalize on emerging trends, particularly in digital transformation and sustainability [18][19] - Competitive advantages include a strong brand reputation and a diversified product portfolio [20][21]