鉴于港联海物流生产经营主导权已逐步转移至青港物流，青港物流及中远物流拟修订港联海物流章程以 反映前述情况。本次修订将进一步提升青港物流在港联海物流股东会的表决权，青港物流将相应地取得 港联海物流的控制权，并将其纳入本集团的合并财务报表。本次并表将有助于更完整、真实、准确地反 映青港物流的整体财务状况及经营业绩，提升本集团财务报告质量。 经本公司审计师信永中和确认，港联海物流的财务业绩将于2026年1月1日起被纳入本集团的合并财务报 表。本公司预计本集团的营业收入和利润总额均将因为本次并表而有所增加。本次并表对本集团整体财 务状况和经营业绩具有积极影响。 智通财经APP讯，青岛港(06198)发布公告，于2026年1月14日，董事会审议通过了关于修订港联海物流 章程的议案。本次修订完成前，港联海物流由青港物流(本公司的全资附属公司)及中远物流各持有50% 的股权，港联海物流财务报表不纳入青港物流或中远物流的合并财务报表。由于青港物流已实际控制港 联海物流的主要生产经营活动，因此青港物流及中远物流拟修订港联海物流章程以反映前述情况。本次 修订完成后，虽然港联海物流股权结构未发生改变，但青港物流在港联海物流股东会的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內 容而引致的任何損失承擔任何責任。 Qingdao Port International Co., Ltd. 青島港國際股份有限公司 （於中華人民共和國成立的股份有限公司） （股份代號：06198） 公告 有關併表港聯海物流之關連交易 本次併表 於2026年1月14日，董事會審議通過了關於修訂港聯海物流章程的議案。本次修訂完 成前，港聯海物流由青港物流（本公司的全資附屬公司）及中遠物流各持有50%的股 權，港聯海物流財務報表不納入青港物流或中遠物流之合併財務報表。由於青港物流 已實際控制港聯海物流的主要生產經營活動，因此青港物流及中遠物流擬修訂港聯海 物流章程以反映前述情況。本次修訂完成後，雖然港聯海物流股權結構未發生改變， 但青港物流在港聯海物流股東會的表決權將得到進一步提升。因此，青港物流將取得 港聯海物流之控制權，並將其納入本集團之合併財務報表。港聯海物流將成為本公司 的附屬公司。 —1— 香港上市規則之涵義 於本公告日期，中遠物流 ...

证券代码：601298 证券简称：青岛港 公告编号：临 2026-001 青岛港国际股份有限公司 本议案已经公司第五届董事会独立董事专门会议第二次会议表决通过，并同 意提交公司董事会审议。 特此公告。 青岛港国际股份有限公司董事会 一、董事会会议召开情况 青岛港国际股份有限公司（以下简称"公司"）第五届董事会第三次会议于 2026 年 1 月 7 日至 2026 年 1 月 14 日以通讯表决书面议案的方式形成决议。会 议通知及会议材料已按照《青岛港国际股份有限公司章程》（以下简称"《公司章 程》"）规定以书面方式送达全体董事。公司董事会成员 9 人，除关连董事回避 表决外，其他董事均进行了表决。本次会议的表决符合《中华人民共和国公司法》 等法律、法规及规范性文件以及《公司章程》的规定。 二、董事会会议表决情况 经有效表决，本次会议表决通过了《关于修改青岛港联海国际物流有限公司 章程的议案》，同意全资子公司青岛港国际物流有限公司批准青岛港联海国际物 流有限公司修改章程。 关连董事吴宇已回避表决。 表决情况：8票同意；0票反对；0票弃权。 第五届董事会第三次会议决议公告 本公司董事会及全体董事保证本公告内容不存 ...

1月4日，地中海航运澳洲新航线首航船舶"地中海杰西尼亚"轮停靠山东港口青岛港，标志着该港2026年首条外贸直航航线正式开通。该航线直 连澳大利亚布里斯班与悉尼，构建起"中国北方—大洋洲"高效物流新通道。作为北方航线最密集的港口，青岛港目前拥有近240条外贸航线，联通 全球180多个国家和地区的700多个港口。张进刚 摄 ...

Core Insights - China's ports have demonstrated resilience and growth in cargo throughput despite global trade uncertainties, with major ports like Shanghai and Ningbo-Zhoushan maintaining their positions at the forefront of global shipping [1][3][4] Group 1: Performance Metrics - In the first eleven months of 2025, China's ports achieved a cargo throughput of 16.75 billion tons, marking a year-on-year increase of 4.4% [3] - Shanghai Port's container throughput reached 55.06 million TEUs, maintaining its status as the world's busiest port for the sixteenth consecutive year [8] - Ningbo-Zhoushan Port became the first global port to exceed 1.4 billion tons in annual cargo throughput [3][8] Group 2: Structural Changes and Trends - China's ports are transitioning from scale advantages to becoming supply chain hubs, enhancing their roles in logistics and distribution [2][4] - The growth in throughput is attributed to improved competitiveness in the global shipping system and the implementation of policies supporting smart and green shipping [3][4] Group 3: Market Expansion and Trade Dynamics - China's share of global container exports increased from 34% in 2019 to 38% in 2025, reflecting the resilience of Chinese manufacturing and technology [9] - New trade routes are being established, with ports like Beibu Gulf opening international routes to the Middle East and others expanding to emerging markets in Latin America and Africa [9][10] Group 4: Future Outlook and Innovations - The development of smart and green shipping policies is expected to accelerate the digitalization and automation of ports, enhancing their roles as intelligent hubs [16] - The establishment of new supply chain structures and trade routes will require ports to adapt and optimize their operations in response to geopolitical changes [12][15]

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 Insights - The article highlights the competitive landscape among coastal ports in Shandong, driven by infrastructure investments to enhance their capabilities as key maritime gateways for Chinese exports [2][3][4][5]. Group 1: Infrastructure Developments - Yantai Port's annual cargo throughput is projected to exceed 16 million tons by 2025, reflecting a 35.5% year-on-year growth [11]. - The Qingdao Dongjiakou to Rizhao Wulian railway, with a total investment of approximately 17.577 billion yuan, is set to enhance cargo transport capacity by adding 8 million tons annually [3]. - Qingdao Port plans to invest 15.7 billion yuan to construct two new terminals, aiming to increase its comprehensive throughput capacity to 830 million tons by 2035 [4]. Group 2: Competitive Positioning - Ports in Shandong are engaged in a strategic positioning battle to become leading maritime hubs, with Jining Port aiming to solidify its status as the first inland port in northern China to handle over 100 million tons [6]. - Weifang Port is initiating a 5-million-ton channel project to increase its annual throughput by over 40 million tons, while also reducing logistics costs for local enterprises by 1.5 billion yuan [6][7]. - Yantai Port is focusing on becoming the primary trade port for China-Africa relations, with a significant increase in its cargo volume to African nations [9][10]. Group 3: Market Trends and Supply Chain Dynamics - The restructuring of global supply chains is influencing cargo throughput at major ports, with a notable increase in the importance of equipment and components in exports [9][10]. - The competition among ports is intensifying as they adapt to changes in trade structures, with Yantai Port establishing a logistics corridor to facilitate trade with over 20 African countries [11][12]. - The integration of ports into global supply chains is leading to enhanced international transit capabilities and a reduction in overall logistics costs [13].

Core Viewpoint - Qingdao Port is positioned favorably due to its strategic location and recent developments, including a partnership with Huawei to enhance smart port operations, which may lead to growth opportunities in the shipping and logistics sector [2][3]. 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 various goods, including containers, metal ores, coal, and crude oil, along with logistics and port value-added services [6]. - The 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 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, 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 7, Qingdao Port's stock price fell by 1.30%, with a trading volume of 176 million yuan and a turnover rate of 0.39%, resulting in a total market capitalization of 54.395 billion yuan [1]. - The stock has shown a net outflow of 13.9072 million yuan from major investors today, with a lack of clear trends in major holdings [3][4].

Core Viewpoint - Qingdao Port's stock price increased by 1.31% on January 6, with a trading volume of 224 million yuan, indicating positive market sentiment towards the company [1] Financing Summary - On January 6, Qingdao Port had a financing buy amount of 10.41 million yuan and a financing repayment of 21.21 million yuan, resulting in a net financing outflow of 10.81 million yuan [1] - As of January 6, the total financing and securities lending balance for Qingdao Port was 116 million yuan, with the financing balance accounting for 0.25% of the circulating market value, which is above the 70th percentile of the past year [1] - The securities lending aspect showed a repayment of 48,800 shares with no shares sold on January 6, resulting in a securities lending balance of 118,900 yuan, which is below the 50th percentile of the past year [1] Company Overview - 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 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] - As of September 30, 2025, the number of shareholders increased by 7.23% to 38,300, with no circulating shares per capita [2] Financial Performance - For the period from January to September 2025, Qingdao Port achieved a revenue of 14.238 billion yuan, reflecting a year-on-year growth of 1.86%, and a net profit attributable to shareholders of 4.180 billion yuan, up by 6.33% [2] - 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 [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF, which increased its holdings by 2.884 million shares [3] - Hong Kong Central Clearing Limited and ICBC Dividend Preferred Mixed A also increased their holdings, indicating growing institutional interest in Qingdao Port [3]

Group 1 - Qingdao Port's stock price increased by 0.48% on January 5, with a trading volume of 155 million yuan [1] - The financing buy-in amount for Qingdao Port on the same day was 15.78 million yuan, while the financing repayment was 8.56 million yuan, resulting in a net financing buy-in of 7.23 million yuan [1] - As of January 5, the total financing and securities lending balance for Qingdao Port was 128 million yuan, with the financing balance exceeding the 90th percentile level over the past year, indicating a high level [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 14.24 billion yuan, a year-on-year increase of 1.86%, and a net profit attributable to shareholders of 4.18 billion yuan, up 6.33% year-on-year [2] Group 3 - Qingdao Port has distributed a total of 13.77 billion yuan in dividends since its A-share listing, with 6.64 billion yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Qingdao Port included significant increases in holdings by various institutional investors, indicating growing interest [3] - Notable shareholders include the Southern S&P China A-Share Large Cap Dividend Low Volatility 50 ETF and the Hong Kong Central Clearing Limited, both of which increased their holdings compared to the previous period [3]