天眼查商业履历信息显示，青岛港国际股份有限公司，成立于2013年，位于青岛市，是一家以从事水上 运输业为主的企业。企业注册资本649110万人民币，实缴资本649110万人民币。公司法定代表人为苏建 光。 通过天眼查大数据分析，青岛港国际股份有限公司共对外投资了63家企业，参与招投标项目4005次，知 识产权方面有商标信息3条，专利信息1276条，此外企业还拥有行政许可99个。 来源：金融界 金融界消息 截至2025年8月1日收盘，青岛港（601298）报收于8.69元，下跌0.23%，换手率0.18%，成 交量9.54万手，成交金额8306.58万元。 资金流向方面，今日主力资金净流出2517.16万元，占比成交额30.3%。其中，超大单净流出2604.86万 元、占成交额31.36%，大单净流入87.71万元、占成交额1.06%，中单净流出流入1317.61万元、占成交 额15.86%，小单净流入1199.55万元、占成交额14.44%。 青岛港最新一期业绩显示，截至2025一季报，公司营业总收入48.07亿元、同比增长8.51%，归属净利润 14.02亿元，同比增长6.51%，扣非净利润13.68亿元， ...

Core Insights - Qingdao Port is undergoing a significant transformation towards automation and intelligence, achieving a world record in container handling efficiency at 62.62 natural boxes per hour [1][6] - The port plans to initiate six major engineering projects in 2024 to enhance its throughput capacity and expand yard space, aiming to support the development of a new Qingdao Port [3] - The port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking it as the fourth and fifth largest port globally, respectively [3] Automation and Efficiency - The implementation of AI-driven systems has led to significant improvements in decision-making, safety, and operational efficiency at Qingdao Port [6][7] - The port has developed a multi-objective optimization model to enhance vessel berthing efficiency and reduce yard turnover rates [6] - AI algorithms are utilized for dynamic path planning of unmanned transport vehicles and intelligent yard planning [7] Green Initiatives - Qingdao Port is pioneering the use of hydrogen energy in maritime applications, including the development of the world's first high-power hydrogen-electric hybrid tugboat [8] - The port has achieved 100% coverage of shore power and has implemented a carbon footprint accounting platform, becoming the first port in China to offer container carbon footprint services [9] - The port's green initiatives include the transformation of a methanol terminal and the introduction of biofuel for international vessels [9] Competitive Advantages - Qingdao Port benefits from its strategic location, abundant industrial resources from Shandong, and supportive policies from free trade zones [9] - The port aims to redefine its role beyond a cargo hub to become an incubator for technology, standards, and new models in the port industry [9]

"智能管控强安全，效率提升无止境。"青岛港总经理张保华对中国证券报记者表示。此刻，窗外的作业 区，高压岸电机器人正为靠泊的万吨巨轮接驳清洁电力，氢能集卡在码头前沿静音穿行，这座百年港口 正经历着脱胎换骨的智能化革命。 在青岛港（601298）前湾港区自动化码头远程监控室，巨型电子屏上实时跳动着全球船舶动态，无人导 引车(AGV)如精密仪器的齿轮般在堆场间穿梭。桥吊以62.62自然箱/小时的效率装卸集装箱，这是青岛 港第13次刷新自动化码头作业效率世界纪录。 ● 本报记者张鹏飞 再造青岛港： 新产能支撑东北亚枢纽 2月15日，世界级海洋港口群建设(青岛)建成项目投产暨新项目开工仪式举行。 在工程机械的轰鸣中，张保华告诉记者："今年青岛港计划新开工6大重点工程，包括专业化码头集群项 目、港口生产配套设施等，建成后将提升码头通过能力，增扩堆场面积，为再造一个青岛港提供强力支 撑。" 这份雄心源于扎实的业绩支撑：2024年，青岛港完成货物吞吐量6.94亿吨、集装箱吞吐量3217万标箱， 分列全球第四、第五大港；实现归母净利润52.3亿元，每股收益0.81元，净资产收益率12.65%，总资产 收益率9.32%。2025 ...

Core Insights - Qingdao Port is undergoing a significant transformation towards automation and smart technology, achieving a world record in container handling efficiency at 62.62 natural boxes per hour [1][3] - The port plans to initiate six major engineering projects in 2024 to enhance its capacity and support its role as a Northeast Asia shipping hub [2][3] - The port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking it fourth and fifth globally, respectively [1][2] Group 1: Automation and Efficiency - Qingdao Port has established a smart control system that optimizes decision-making and improves vessel berthing efficiency while reducing container handling times [3][4] - The port has implemented AI-driven solutions for dynamic path planning of unmanned transport vehicles and intelligent yard planning, marking a significant advancement in operational efficiency [4] Group 2: Green Initiatives - Qingdao Port is pioneering hydrogen energy applications, including the development of the world's first hydrogen-electric hybrid tugboat and a hydrogen refueling station [4][6] - The port has achieved 100% shore power coverage and plans to exceed 10 million kWh in shore power connections by 2024, showcasing its commitment to green energy [4][6] Group 3: Strategic Development - Future projects at Qingdao Port include the construction of a "30 million TEU" terminal and the expansion of container handling capabilities, which will solidify its position as a key shipping center in Northeast Asia [2][5] - The port's strategic advantages include its location, abundant industrial resources from Shandong, and supportive policies from free trade zones, enhancing its competitive edge [6][7]

Group 1: Economic Transformation - Qingdao has transformed from a traditional manufacturing hub to a "New Quality City," achieving a remarkable leap in the Global Innovation Index from 80th in 2019 to 20th in 2024 globally, and 8th nationally [1][2] - The city's GDP reached 858.73 billion yuan in the first half of 2025, with a year-on-year growth of 5.3% [1] - Qingdao's industrial structure is continuously evolving, with new and emerging industries growing rapidly, showcasing a blend of technological and industrial innovation [1][2] Group 2: Virtual Reality Industry - The Qingdao Virtual Reality Innovation Center, a new landmark, has become a hub for 137 virtual reality companies, including 3 unicorns and 6 national-level specialized enterprises, with the industry scale exceeding 22 billion yuan, growing by 22% [2][3] Group 3: Unicorn Enterprises - Qingdao is home to 9 unicorn companies, ranking second among northern cities after Beijing, indicating its growing status as a technology innovation city [3][4] - Notable unicorns include Weifang Diamond Aircraft Manufacturing Co., which has made significant strides in the low-altitude economy, producing the first domestically manufactured DA50 aircraft [3][4] Group 4: Specialized Small Giants - Qingdao has developed a matrix of specialized small giants in various sectors, including terahertz technology and marine electronics, contributing to the city's innovation ecosystem [4][6] - The number of innovative small and medium-sized enterprises in Qingdao increased by 40.3% year-on-year, with 1,434 new announcements in the first half of the year [6] Group 5: Marine Economy - Qingdao's marine economy is robust, with a marine production value of 551.32 billion yuan in 2024, growing by 6.6%, and the city is a leader in marine high-end talent and technology [7][8] - The city has made significant advancements in deep-sea resource development, exemplified by the "Sea Anemone No. 1," a major offshore oil and gas processing facility [7] Group 6: Industrial Internet - Qingdao aims to become a "World Industrial Internet Capital," with a focus on integrating traditional industries with new technologies, exemplified by the success of Kaos, a leading industrial internet platform [10][11] - The city has established a comprehensive industrial internet platform system, enhancing the efficiency and competitiveness of its manufacturing sector [10][11] Group 7: Capital Market Support - Qingdao's capital market has seen significant growth, with total deposits and loans exceeding 6 trillion yuan and annual financing surpassing 500 billion yuan by 2024 [13][14] - The city has implemented policies to attract private equity and venture capital, with the number of private equity funds increasing from 414 in 2018 to 2,440 in 2024 [13][14] Group 8: Innovation Ecosystem - Qingdao has a strong innovation ecosystem supported by 29 universities and numerous research institutions, facilitating collaboration between academia and industry [11][12] - The city has seen successful collaborations that have led to breakthroughs in various sectors, including tire manufacturing and high-end lubricants [12][12] Group 9: Future Prospects - Qingdao's focus on "dual new integration" is seen as a key driver for future growth, with the potential to lead in both technology and industrial innovation [19][20] - The city is positioned to leverage its strengths in traditional manufacturing while embracing new technologies to enhance its competitive edge [19][20]

7月31日，青岛港今日收盘8.71元，下跌1.69%，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10.63倍，总市值565.37亿元。 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14.72倍，行业中值15.82倍，青岛港排名 第6位。 截至2025年一季报，共有17家机构持仓青岛港，其中基金17家，合计持股数2828.21万股，持股市值2.46 亿元。 青岛港国际股份有限公司的主营业务是集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套服务、 物流及港口增值服务、港口配套服务等。公司的主要产品是装卸及相关业务、物流及港口增值服务业 务、港口配套服务业务。公司先后荣获国家质量管理奖、国家环境友好企业、全国首批"绿色港口"、中 国证券"金紫荆奖"、"最佳上市公司奖"、亚洲品牌500强、中国上市公司品牌500强等荣誉称号。中国交 通运输部水运科学研究院发布调研报告，将青岛港推树为国内世界一流港口五大示范标杆之一。近年 来，"人民工匠""时代楷模""全国道德模范""全国先进基层党组织""全国工人先锋号""全国爱国主义教育 示范基地"等国家荣誉接连落地青岛港。 最新一期业绩显示，2025年 ...

来源：新浪证券-红岸工作室 7月30日，青岛港涨1.03%，成交额1.31亿元，换手率0.27%，总市值575.11亿元。 异动分析 航运概念+中韩自贸区+一带一路+华为概念 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额4079.42万，占总成交额的2.71%。 技术面：筹码平均交易成本为8.06元 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。 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。 4、华为与青岛港签合作协议，在国内主要大港加速拓展智慧港口业务 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入266.16万，占比0.02%，行业排名10/35，该股当前无连续增减仓现象 ...

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2019年1月21日，公司主营业务涉及集装箱、金属矿石、煤炭、原油等各类货物的装卸及配套 服务、物流及港口增值服务、港口配套服务、金融服务等。主营业务收入构成为：装卸及相关业务 51.90%，物流及港口增值服务39.97%，港口配套服务-销售油、电及其他5.01%，港口配套服务-租金收 入2.09%，港口配套服务-工程等劳务1.03%。 截至3月31日，青岛港股东户数3.12万，较上期增加2.72%；人均流通股0股，较上期增加0.00%。2025年 1月-3月，青岛港实现营业收入48.07亿元，同比增长8.51%；归母净利润14.02亿元，同比增长6.51%。 融资方面，青岛港当日融资买入1069.44万元。当前融资余额8375.57万元，占流通市值的0.18%，融资 余额低于近一年40%分位水平，处于较低位。 融券方面，青岛港7月29日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.00万股，融券余额8.77万元，低于近一年30%分位水平，处于低位。 来 ...

Core Viewpoint - The Shandong Provincial Government has unveiled the "Shandong Port and Waterway Layout Plan (2025-2035)", aiming to enhance the overall layout of coastal and inland ports and waterways over the next decade, addressing existing issues such as uneven distribution and insufficient regional collaboration [2][3]. Group 1: Coastal Port Development - By 2035, Shandong plans to establish a "fully capable, secure, efficient, smart, and green" port and waterway system, forming a world-class marine port cluster and a comprehensive inland waterway network [2][4]. - The plan emphasizes the role of Qingdao Port as an international hub, supported by Yantai and Rizhao ports, and aims to create a "5+5" maritime transport corridor to enhance international shipping capabilities [4][5]. - In 2024, the ports under Shandong Port are expected to achieve a cargo throughput exceeding 1.8 billion tons and container volume surpassing 44 million standard containers, maintaining the top position globally [5]. Group 2: Green and Smart Initiatives - The plan introduces innovative concepts of smart, green, and safe development, with the establishment of the first integrated green hydrogen project at the Bohai Bay Port, showcasing advancements in zero-carbon port construction [6][5]. - The green hydrogen project utilizes wind power to produce hydrogen, significantly reducing production costs and promoting sustainable energy use within the port [6]. Group 3: Inland Waterway Network Enhancement - The layout plan outlines a comprehensive inland waterway network centered around Jining Port, supported by regional ports like Zaozhuang, Heze, and Tai'an, with a total waterway length of approximately 3,100 kilometers [8]. - Jining Port has achieved a throughput of 55.75 million tons in the first half of 2025, marking a year-on-year increase of 10.4%, solidifying its position as a key node in the inland waterway network [8][10]. - The development strategy includes the establishment of logistics centers and multi-modal transport hubs to enhance connectivity and efficiency in the logistics chain [9][10].

Core Viewpoint - The release and implementation of the "Shandong Province Port and Waterway Layout Plan (2025-2035)" aims to build a modern, high-quality water transport system to provide strong support for the province's economic and social development [1][2]. Group 1: Port and Waterway Development - The plan proposes to establish a "fully capable, secure, efficient, smart, and green" port and waterway system by 2035, forming a world-class marine port cluster and an improved inland waterway network [1][2]. - The layout emphasizes the role of Qingdao Port as an international hub, supported by Yantai Port and Rizhao Port, with additional ports like Weihai, Binzhou, Dongying, and Weifang [1][2]. Group 2: Inland Waterway Network - The plan outlines a "one main, four auxiliary, multi-point" inland port cluster centered around Jining Port, with supporting ports in Zaozhuang, Heze, Tai'an, and Jinan [2]. - It specifies a total length of approximately 3,100 kilometers for the inland waterway network, structured as "one vertical, two horizontal, three main, and multiple branches" [2]. Group 3: Transportation System and Integration - The plan focuses on building a first-class, professional, and efficient port transportation system to meet the demands of the new era and optimize the port transportation structure [2]. - It aims to enhance the integration of ports and waterways with urban and industrial development, promoting a coordinated approach to water transport innovation, green development, and safety [2][3]. Group 4: Strategic Opportunities and Infrastructure - The plan provides significant strategic opportunities for Jining's inland shipping development, with a focus on establishing logistics centers and multi-modal transport hubs [4]. - Shandong aims to enhance its international logistics corridor, linking domestic and international markets, and expanding sea-rail and land-sea transport services [3][4].