在集装箱作业效率领跑全球的同时，青岛港的外贸航线布局捷报频传。2026年以来，青岛港接连开通澳大利亚直航、中泰 快线2条外贸新航线，进一步织密全球航线网络，增强港口枢纽功能。下一步，青岛港将继续提升运营效率与服务水平，充分 发挥枢纽港优势，强化产业链服务能力，为构建新发展格局、推动高质量发展贡献港口力量。 为进一步提升作业效率，青岛港成立操作专班，针对生产组织各环节精准发力，推出"固定靠泊泊位、保障堆场机械出 勤"等七项务实举措，从计划到执行形成闭环管理，有效消除作业堵点，确保船舶靠离与装卸全过程高效顺畅。 （编辑 张伟） 本报讯 （记者刘钊）近日，马士基航运发布2025年度效率数据，青岛港在马士基中东航线效率榜单中表现亮眼，以单机作 业效率34.14自然箱/小时的成绩，荣登该航线全球第一，持续巩固集装箱作业的核心竞争力。 ...

行业研究 证 券 研 究 报 告 华创交运|红利资产月报（2026 年 1 月） 港口集装箱景气度相对较好，强调交运红利 推荐（维持） 板块配置价值 交通运输 2026 年 01 月 28 日 华创证券研究所 证券分析师：吴一凡 邮箱：wuyifan@hcyjs.com 执业编号：S0360516090002 证券分析师：梁婉怡 邮箱：liangwanyi@hcyjs.com 执业编号：S0360523080001 证券分析师：吴晨玥 邮箱：wuchenyue@hcyjs.com 执业编号：S0360523070001 证券分析师：霍鹏浩 邮箱：huopenghao@hcyjs.com 执业编号：S0360524030001 证券分析师：卢浩敏 邮箱：luhaomin@hcyjs.com 执业编号：S0360524090001 证券分析师：李清影 邮箱：liqingying@hcyjs.com 执业编号：S0360525080004 联系人：刘邢雨 邮箱：liuxingyu@hcyjs.com 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 121 | 0 ...

扩围的多式联运模式优势明显，以600公里以上距离为例，海铁联运与海公联运相比，一般可节约30%左右的运输成本，是连接内陆口岸与沿海口岸的最佳 通道。对企业而言，新模式带来的不仅是手续上的简化，更是实打实的成本下降。 1月27日，海关总署推出的扩范围多式联运试点同时在山东、上海、江苏、浙江、福建、海南、广西、重庆等全国多个口岸落地。新模式以"多式联运申请 单"替代传统转关申报，实现货物在口岸、换装地与目的地之间的无缝流转。 1月27日上午，在山东青岛口岸，一批采用海铁多式联运新模式申报的250吨进口棉花，卸船后直接装上班列。企业仅需向海关申报一张"多式联运申请单"， 即可快速完成海运与铁路运输的转换，真正实现"一次申报、一单到底"。 青岛海关口岸监管处副处长 罗福茂：对符合条件的货物，企业可实现"一次报关、一次查验"，免于办理转关手续，货物"零等待"换装，有效降低企业物流 成本和货物在途时间。 青岛港地处"一带一路"海陆交汇点，是黄河流域重要出海口，目前已建成56个内陆港，开通86条海铁联运班列，海铁联运发运量已连续11年位居全国首位。 过去的海铁联运方式，因变更运输方式时，还要同时办理转关手续，海铁联运并未真 ...

上银丰瑞一年持有期混合发起式A（019787）基金经理为赵治烨、许佳。 截至发稿，赵治烨累计任职时间10年263天，现任基金资产总规模21.93亿元，任职期间最佳基金回报 153.85%， 任职期间最差基金回报-42.27%。 许佳累计任职时间5年71天，现任基金资产总规模329.59亿元，任职期间最佳基金回报21.08%， 任职期 间最差基金回报0.6%。 1月27日，青岛港涨1.21%，截至发稿，报9.21元/股，成交3.93亿元，换手率0.79%，总市值597.83亿 元。青岛港股价已经连续4天上涨，区间累计涨幅8.87%。 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 56.72%，物流及港口增值服务36.96%，港口配套服务-销售油、电及其他3.25%，港口配套服务-租金收 入1.95%，港口配套服务-工程等劳务1.13%。 从基金十大重仓股角度 数据显示，上银基 ...

值得一提的是，航线进一步加密周班班次，让供应链规划更具灵活性与前瞻性，助力企业快速响应市场 变化，同时，进一步提升船舶舱位运力，为"货到即发、高效流转"筑牢保障。这一举措将重点惠及电子 元件、家居用品、特色农产品等"中国制造"优势货种，为其开辟更稳定、更快捷的出海通道，精准对接 中泰日益旺盛的贸易需求。 青岛港为保障首航作业，科学统筹泊位、桥吊、堆场等核心资源，量身定制"一船一策"专属作业方案， 全流程高效运转，以专业高效的作业水准为客户提供了优质满意服务，充分彰显了青岛港的硬核服务实 力。(齐和宁) 近日，首航船舶"正利吉隆坡"轮靠泊青岛港（601298），标志着中泰贸易新增一条高效海运通道，这条 被誉为"中泰快线"的海运新干线，以精准直达、高效便捷的鲜明优势，为中泰两国贸易往来注入强劲新 动能。 新航线以"精简挂港、直达高效"为核心竞争力，精准布局国内南北物流枢纽，精选核心港口，点对点直 达泰国林查班港，构建起一条贯通南北、衔接中泰的高效运输走廊。相较于传统航线，该航线彻底省去 复杂转运及中途停靠环节，从根源上规避了多次装卸、中转带来的货物延误与货损风险，为客户打造了 时效与品质双优的物流新体验。 ...

1月26日，青岛港涨5.07%，截至发稿，报9.12元/股，成交4.20亿元，换手率0.87%，总市值591.99亿 元。 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓青岛港。工银红利优享混合A（005833）四季度增持975.06万 股，持有股数2987.22万股，占基金净值比例为4.14%，位居第九大重仓股。根据测算，今日浮盈赚取约 1314.38万元。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，工银瑞信基金旗下1只基金位居青岛港十大流通股东。工银红利优享混合A（005833）三季 度新进十大流通股东，持有股数2012.16万股，占流通股的比例为0.31%。根据测算，今日浮盈赚取约 885.35万元。 ...

此次业务突破响应了金砖国家经贸合作深化的趋势，南美地区基建投资升温推高了钢材需求。青岛港将 持续发挥港口枢纽优势，聚焦企业物流痛点，延伸服务链条，织密国际航线网络，在构建新发展格局中 彰显港口担当、贡献港口力量。 青岛港西联公司针对东亚至南美直达航线班次少、转运流程复杂等痛点，为客户提供"优先靠泊、专属 仓储、精准装卸"的一站式物流方案，保障货物安全高效转运。 中证报中证网讯(记者张鹏飞)近日，青岛港（601298）西联公司(青岛港合营公司)完成2026年首单中巴 卷钢国际转运业务。该批货物从韩国启运，经青岛港高效中转后运往巴西，标志着东亚至南美大宗商品 物流通道取得新突破。 ...

Core Viewpoint - Shandong Port has launched a new sea-rail intermodal service connecting Linyi and Qingdao Port, establishing a logistics company to enhance regional manufacturing export capabilities [1] Group 1: Company Overview - Shandong Port has established the Shandong Port Haihe (Linyi) International Logistics Co., Ltd. in collaboration with Linyi Urban Development Group [1] - The new logistics company aims to integrate port, railway, and trade logistics resources to create a regional sea-rail intermodal hub [1] Group 2: Strategic Initiatives - The partnership will provide tailored solutions for local manufacturing enterprises, promoting Linyi's logistics advantages to connect globally [1] - The initiative is expected to advance the integration of port and city, supporting Linyi's goal of becoming a provincial sub-center and accelerating its development towards a trillion-yuan city [1]

Group 1 - Qingdao Port's stock price increased by 0.36% on January 15, with a trading volume of 107 million yuan [1] - The financing buy-in amount for Qingdao Port on the same day was 5.6143 million yuan, while the financing repayment was 7.7251 million yuan, resulting in a net financing outflow of 2.1108 million yuan [1] - As of January 15, the total balance of margin trading for Qingdao Port was 12.7 million yuan, which accounts for 0.28% of its market capitalization and is above the 90th percentile of the past year [1] Group 2 - Qingdao Port International Co., Ltd. was established on November 15, 2013, and listed on January 21, 2019, with its main business involving the loading and unloading of various goods, logistics, and port value-added services [2] - The revenue composition of Qingdao Port includes 56.72% from loading and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [2] - For the period from January to September 2025, Qingdao Port achieved an operating income of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, with a growth of 6.33% [2] Group 3 - Qingdao Port has distributed a total of 13.77 billion yuan in dividends since its A-share listing, with 6.638 billion yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for Qingdao Port was 38,300, an increase of 7.23% from the previous period [3] - Notable institutional holdings include the Southern S&P China A-share Large Cap Dividend Low Volatility ETF, which increased its holdings by 2.884 million shares, and the Hong Kong Central Clearing Limited, which increased its holdings by 3.0728 million shares [3]

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent agreements, which are expected to enhance its operational performance and growth potential [2][6]. Group 1: Company Overview - Qingdao Port International Co., Ltd. is located in Shandong Province and was established on November 15, 2013, with its listing date on January 21, 2019 [6]. - The company primarily engages in the handling of containers, metal ores, coal, crude oil, and provides logistics and port value-added services [6]. - Revenue composition includes 56.72% from handling and related services, 36.96% from logistics and port value-added services, and smaller percentages from other port-related services [6]. Group 2: Financial Performance - For the period from January to September 2025, Qingdao Port achieved operating revenue of 14.238 billion yuan, representing a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, up 6.33% year-on-year [6]. - The company has distributed a total of 13.770 billion yuan in dividends since its A-share listing, with 6.638 billion yuan distributed over the past three years [7]. Group 3: Market Activity - On January 15, Qingdao Port's stock rose by 0.36%, with a trading volume of 107 million yuan and a turnover rate of 0.24%, bringing the total market capitalization to 54.006 billion yuan [1]. - The stock has seen a net inflow of 7.5767 million yuan from major investors today, ranking 7th out of 35 in its industry [3][4]. Group 4: Strategic Partnerships - Huawei has signed a cooperation agreement with Qingdao Port to accelerate the development of smart port operations in major domestic ports [3]. Group 5: Industry Context - Qingdao Port is strategically located near South Korea and benefits from the China-South Korea Free Trade Agreement, enhancing its role as a key player in the Northeast Asia port network [2]. - The port is recognized as a significant node in the Belt and Road Initiative and is the only comprehensive operator in the Qingdao Port area, which is the seventh largest port globally [2].