Core Viewpoint - The Qingdao Port has officially launched its second 400,000-ton ore terminal, becoming the first port in China to have two 400,000-ton ore terminals and the first in northern China to possess a smart terminal for dry bulk cargo [1][3]. Group 1: Terminal Capacity and Technology - The new terminal, which began construction in December 2022, includes one 300,000-ton iron ore berth designed to accommodate 400,000-ton bulk carriers, increasing the terminal's throughput capacity by 16 million tons per year and enhancing storage capacity by 10 million tons [3]. - The terminal integrates advanced technologies such as 5G, artificial intelligence, and cloud computing, featuring a smart dry bulk terminal operating system (iGTOS) that enables real-time monitoring, intelligent decision-making, and digital perception throughout the production process [3][4]. - The terminal is equipped with the latest automated equipment for unloading, loading, blending, and supply, marking a transition from traditional operations to smart services in the domestic ultra-large dry bulk terminal sector [3][4]. Group 2: Industry Impact and Trends - The trend of increasing ship sizes is evident, with the first 400,000-ton ore terminal in the Dongjiakou area receiving its first large vessel in 2015, marking the beginning of the "large vessel era" in China's dry bulk operations [4]. - By September 2025, the first terminal is expected to have handled over 460 large vessels, totaling 160 million tons, with the second terminal's throughput capacity expected to exceed 56 million tons, providing a "round-the-clock, high-efficiency" transportation artery for iron ore to steel enterprises in China [4][5].

证券日报网讯 10月27日晚间，青岛港发布公告称，公司已于2025年10月27日召开职工代表大会，选举 王芙玲女士为公司第五届董事会职工代表董事。 （文章来源：证券日报） ...

10月27日，山东港口青岛港第二座40万吨矿石码头投产。这也是全国首个40万吨干散货数智码头，集成 5G、人工智能、云计算等前沿技术，率先开发应用智能化的干散货码头通用操作系统，将实现全流程 生产经营过程的实时监测、智慧决策和数字化感知。 在山东青岛拍摄的山东港口青岛港第二座40万吨矿石码头（无人机照片）。新华社发（张进刚 摄） 10月27日 在山东青岛拍摄的山东港口青岛港第二座40万吨矿石码头（无人机照片）。新华社发（张进刚 摄） 10月27日 ...

智通财经APP讯，青岛港(06198)发布公告，于2025年10月27日，王芙玲于本公司职工代表大会上获重选 为本公司职工代表董事(职工代表董事)。 ...

Core Points - Qingdao Port (06198.HK) announced the re-election of Wang Fuling as the employee representative director at the company's employee representative assembly on October 27, 2025 [1] - Wang's term as employee representative director will last from the date of the election of the fifth board of directors at the company's second extraordinary general meeting in 2025 until the end of the fifth board's term [1]

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 重選職工代表董事 青島港國際股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，於2025年10 月27日，王芙玲女士（「王女士」）於本公司職工代表大會上獲重選為本公司職工代表 董事（「職工代表董事」）。王女士將與本公司2025年第二次臨時股東大會選舉產生的 本公司其他董事（均為非職工代表董事）一併組成第五屆董事會。王女士擔任職工代表 董事的任期將自本公司2025年第二次臨時股東大會選舉產生第五屆董事會非職工代表董 事之日起至第五屆董事會任期屆滿之日止。 青島港國際股份有限公司 董事長 蘇建光 —1— 本公司將與王女士訂立一份服務合約。王女士之袍金（包括基本薪金及績效獎金）將由 董事會參考彼於本公司之職務及職責、本公司薪酬政策及現行 ...

Core Insights - The launch of the "Gemini" vessel carrying 300,000 tons of ore at Qingdao Port marks the official operation of the second 400,000-ton ore terminal, making Qingdao the first port in China with a 400,000-ton dry bulk smart terminal and the first in northern China to have dual 400,000-ton ore terminal configurations [1] Group 1 - The second 400,000-ton ore terminal at Qingdao Port commenced construction in December 2022 [1] - The new terminal includes one 300,000-ton iron ore berth designed to accommodate 400,000-ton bulk carriers [1] - The operational capacity of the new terminal will add 16 million tons per year and enhance storage capacity by 10 million tons, contributing to an annual throughput capacity exceeding 56 million tons for the dual 400,000-ton berths [1]

青岛港国际股份有限公司（以下简称"公司"）第四届董事会任期已届满， 根据相关法律、法规、规范性文件以及《青岛港国际股份有限公司章程》的规定， 董事会需进行换届选举。根据《青岛港国际股份有限公司章程》的规定，董事会 中设置职工代表董事，由公司职工通过职工代表大会、职工大会或者其他形式民 主选举产生。 公司已于 2025 年 10 月 27 日召开职工代表大会，选举王芙玲女士为公司第 五届董事会职工代表董事，职工代表董事履历请详见本公告附件。 证券代码：601298 证券简称：青岛港 公告编号：临 2025-035 青岛港国际股份有限公司 关于选举公司第五届董事会职工代表董事的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 王芙玲女士将与公司 2025 年第二次临时股东大会选举产生的非职工代表董 事共同组成公司第五届董事会，任期将自公司股东大会选举产生第五届董事会非 职工代表董事之日起至第五届董事会任期届满之日止。 特此公告。 青岛港国际股份有限公司董事会 2025年10月28日 1 附件：职工代表董事履历 王芙玲女士，19 ...

Core Points - The launch of the 400,000-ton intelligent bulk cargo terminal at Qingdao Port marks a significant advancement in China's port operations, integrating cutting-edge technologies such as 5G, AI, and cloud computing [1][4][6] Group 1: Terminal Features - The terminal utilizes an intelligent operating system for bulk cargo and establishes a secure and convenient logistics management system, enabling real-time monitoring and decision-making throughout the production process [4] - Equipped with automated unloading machines, stacking and reclaiming machines, and gantry cranes, the terminal supports a fully automated workflow for unloading, loading, mixing, and supply [4][6] Group 2: Capacity and Impact - With the new terminal, Qingdao Port's capacity will increase by 16 million tons annually, and the storage capacity will rise by 10 million tons per year [6] - The terminal is the second 400,000-ton ore terminal at Qingdao Port, making it the first port in northern China to have dual 400,000-ton ore terminals, enhancing its operational capabilities [6][10] Group 3: Strategic Importance - The dual 400,000-ton ore terminals signify a shift from traditional operations to intelligent services, reflecting Qingdao Port's transition towards smart empowerment and operational efficiency [10][14] - The comprehensive operation of these terminals will provide continuous and efficient iron ore transportation support for Chinese steel enterprises, integrating sea, land, and rail logistics [10][14]

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery industry shows resilient demand, with a year-on-year growth of 12.7% in September, indicating a steady expansion of the market [4][25] - The logistics sector is witnessing technological advancements, with JD Logistics planning to procure 3 million robots and 100,000 unmanned vehicles over the next five years, which may enhance supply chain efficiency [5] - The shipping market is expected to benefit from geopolitical factors and trade negotiations, potentially increasing demand for oil transportation and bulk shipping [6][10] - The aviation sector is experiencing growth, with a 10.8% increase in international flight volumes for the upcoming winter-spring season, reflecting a recovery in air travel [10][12] Summary by Sections Express Delivery - In September 2025, the express delivery business volume reached 16.88 billion pieces, a 12.7% year-on-year increase, with revenue of 127.37 billion yuan, up 7.2% [4][25] - Major players like SF Express and JD Logistics are expected to benefit from cyclical recovery and cost control, with significant growth potential [14] Shipping and Ports - The VLCC market may benefit from U.S. sanctions on Russian oil, potentially increasing long-distance shipping demand [6] - The shipping market is expected to see a recovery driven by environmental regulations and geopolitical stability, with recommendations to focus on companies like China Shipping and COSCO [14][15] Aviation - The aviation industry is projected to maintain steady growth, with a 10.3% increase in total transport turnover and a 5.2% rise in passenger transport volume in the first three quarters of 2025 [10] - Airbus has opened a new A320 assembly line in Tianjin, marking a significant milestone in Sino-European cooperation [9] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 2.33% and highway freight truck traffic rising by 24.72% [13] - Strategic partnerships in the highway sector are being formed to enhance service offerings and operational efficiency [13] Overall Market Performance - From October 20 to October 24, 2025, the transportation sector index increased by 1.12%, underperforming the Shanghai Composite Index, which rose by 2.88% [20][23]