格隆汇12月16日丨上港集团(600018.SH)公布，根据《上海证券交易所股票上市规则》等有关规定，自 2025年12月16日起，由公司董事长于福林先生代行董事会秘书职责。公司将按照相关规定，尽快完成董 事会秘书的选聘工作并及时履行信息披露义务。 ...

格隆汇12月16日丨上港集团(600018.SH)公布，公司第三届董事会第六十三次会议于2025年12月16日下 午以通讯方式召开，会议应参加表决董事11名，实际参加表决董事11名，符合《公司法》《公司章程》 及相关法律、法规的要求。会议经全体董事同意，审议通过了《关于选举董事长及调整董事会专门委员 会委员的议案》，全体董事一致选举于福林先生为公司第三届董事会董事长，并担任董事会战略委员会 主任委员职务，任期自董事会审议通过之日起至本届董事会届满为止。 ...

地址：上海市长宁区仙霞路 99 号尚嘉中心 22 层、12 层 （200051） Add: 22F&12F, L'Avenue No.99 XianXia Rd, Changning District, Shanghai, PRC 电话 Tel: +86 21 23563298 传真Fax: +86 21 23563299 网址 Website：http://www.guantao.com 邮箱 Email: guantaosh@guantao.com 关于 上海国际港务（集团）股份有限公司 2025年第一次临时股东大会 之 法律意见书 北京观韬（上海）律师事务所 2025年12月16日 _____________________________________ _____________________________________ 地址：上海市长宁区仙霞路 99 号尚嘉中心 22 层、12 层 （200051） Add: 22F&12F, L'Avenue No.99 XianXia Rd, Changning District, Shanghai, PRC 电话 Tel: +86 21 2356329 ...

每经AI快讯，12月16日，上港集团(600018.SH)公告称，公司第三届董事会第六十三次会议于2025年12 月16日下午召开，全体董事一致选举于福林为公司第三届董事会董事长，并担任董事会战略委员会主任 委员职务，任期自董事会审议通过之日起至本届董事会届满为止。 ...

人民财讯12月16日电，上港集团（600018）12月16日公告，公司第三届董事会第六十三次会议于2025年 12月16日下午召开，全体董事一致选举于福林为公司第三届董事会董事长，并担任董事会战略委员会主 任委员职务，任期自董事会审议通过之日起至本届董事会届满为止。 ...

截至12月15日收盘，免税店概念上涨1.13%，位居概念板块涨幅第10，板块内，21股上涨，东百集团、 广百股份等涨停，友好集团、中百集团、欧亚集团等涨幅居前，分别上涨4.25%、4.00%、3.08%。跌幅 居前的有海南发展、ST华扬、海汽集团等，分别下跌4.35%、2.57%、2.23%。 今日涨跌幅居前的概念板块 （文章来源：证券时报网） 免税店概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002187 | 广百股 份 | 9.96 | 8.11 | 11719.00 | 28.32 | | 600018 | 上港集 团 | 0.54 | 0.18 | 2017.23 | 8.63 | | 600185 | 珠免集 团 | -0.73 | 1.09 | 1355.51 | 9.61 | | 600778 | 友好集 团 | 4.25 | 10.40 | 1128.89 | 5.34 | | 600 ...

Group 1 - The duty-free shop concept index declined by 1.60%, ranking among the top declines in the concept sector, with companies like Zhongbai Group, Guangbai Shares, and Youhao Group experiencing significant drops [1] - Among the duty-free shop concept stocks, only four saw price increases, with Lingnan Holdings, Hainan Development, and China Merchants Shekou rising by 1.86%, 0.60%, and 0.45% respectively [1] - The duty-free shop sector experienced a net outflow of 588 million yuan in main funds, with 21 stocks seeing net outflows, and six stocks exceeding 30 million yuan in outflows, led by China Duty Free Group with a net outflow of 174 million yuan [2] Group 2 - The top net outflow stocks in the duty-free shop sector included China Duty Free Group, Caesar Travel, Dongbai Group, and Zhongbai Group, with net outflows of 174 million yuan, 90.89 million yuan, 71.85 million yuan, and 53.13 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included China Merchants Shekou, Dalian Commercial Shares, and Youhao Group, with net inflows of 29.57 million yuan, 5.41 million yuan, and 3.71 million yuan respectively [2][3] - The overall trading activity in the duty-free shop sector showed a mix of performance, with some stocks experiencing significant turnover rates, such as Dongbai Group at 27.58% and Hainan Development at 19.43% [2][3]

Core Insights - The article highlights significant growth in container throughput and cargo volume at major Chinese ports, indicating a robust performance in the shipping and logistics sector as the year-end approaches [1][8]. Group 1: Coastal Ports Performance - Shanghai Port's container throughput reached 50.56 million TEUs in the first 11 months of 2025, a year-on-year increase of 6.7%, breaking the 50 million TEU mark one month earlier than last year [1][8]. - Ningbo-Zhoushan Port also achieved a historic milestone, surpassing 40 million TEUs for the first time, becoming the third global port to reach this level [1][8]. - Shenzhen Port reported a container throughput of 32.41 million TEUs from January to November 2025, reflecting a growth of 6.57% [8]. Group 2: Inland Ports Growth - Several inland ports, including Suzhou, Wuxi, and Yunnan, demonstrated remarkable growth, with Wuxi Port's container throughput increasing by 107.0% and Yunnan Port by 223.6% year-on-year [2][9]. - The importance of inland shipping is being recognized, with provinces like Guangdong and Shandong incorporating inland waterway construction into their 14th Five-Year Plans [2][15]. Group 3: National Port Statistics - Nationally, cargo throughput at ports reached 1.51 billion tons from January to October 2025, marking a 4.3% year-on-year increase, while container throughput grew by 6.4% to 29.42 million TEUs [7][8]. - The top ten ports in terms of cargo throughput include Ningbo-Zhoushan, Tangshan, and Shanghai, with each exceeding 55 million tons [7][8]. Group 4: Future Developments - The upcoming 15th Five-Year Plan is expected to bring changes to port layouts and enhance the integration of coastal and inland ports, focusing on optimizing resources and improving infrastructure [11][15][16]. - Specific plans include the development of a modernized inland waterway network in provinces like Henan, aiming for a cargo throughput of over 100 million tons during the 15th Five-Year period [15][16].

Core Insights - The article highlights the significant growth in container throughput and cargo handling at major ports in China, with Shanghai, Ningbo-Zhoushan, and Shenzhen leading the way in performance metrics [1][4][5]. Port Performance - Shanghai Port achieved a container throughput of 50.56 million TEUs in the first 11 months of 2025, marking a 6.7% year-on-year increase and breaking the 50 million TEU mark a month earlier than the previous year [1][5]. - Ningbo-Zhoushan Port also reported a record container throughput, surpassing 40 million TEUs for the first time, making it the third global port to reach this milestone [1][5]. - Shenzhen Port's container throughput reached 32.41 million TEUs, reflecting a growth of 6.57% year-on-year [5]. National Trends - Nationally, the total cargo throughput for ports reached 1.51 billion tons from January to October 2025, with a year-on-year growth of 4.3%, while container throughput increased by 6.4% to 29.42 million TEUs [4][6]. - Notably, 21 ports experienced double-digit growth in container throughput, with inland ports like Wuxi and Yunnan showing remarkable increases of 107.0% and 223.6%, respectively [6][11]. Future Developments - The "14th Five-Year Plan" is set to conclude, with provinces like Guangdong, Shandong, and Henan planning to enhance inland waterway construction as part of their "15th Five-Year Plan" [7][11]. - The Guangdong provincial government aims to strengthen the integration of port resources and enhance the international hub status of Guangzhou and Shenzhen ports [7][10]. - The article indicates that the next five years will see a reconfiguration of port group layouts in response to evolving trade dynamics and national market integration [12].

Core Insights - Shanghai Port achieved a container throughput of 50.56 million TEUs in the first 11 months of this year, marking a year-on-year increase of 6.7%, and is expected to set a new annual record, maintaining its position as the world's largest container port for 16 consecutive years [1] Group 1: Shanghai Port Performance - Shanghai Yangshan Deep-Water Port is the main contributor to this record, with a throughput of 26.25 million TEUs in the first 11 months, reflecting a year-on-year increase of 9.7%, and is projected to exceed 29 million TEUs for the year [3] - The port surpassed the 50 million TEU mark a month earlier than last year, showcasing the resilience and potential of the Chinese economy [1] Group 2: Technological Advancements - The Yangshan Phase IV automated terminal is evolving towards intelligence, utilizing complex processes such as "dual small vehicles and dual lifting devices" to enhance operational efficiency [3] - The terminal has established China's first port-level simulation testing platform, creating a "digital twin" system that allows for virtual verification of new processes and algorithms, significantly reducing innovation costs and risks [3] Group 3: Future Developments - The Yangshan Phase I and II terminals are undergoing a major transformation aimed at creating an automated and intelligent production system, with the intelligent yard completed in 2023, reducing the container transfer rate from 55.8% to 7.2% [4] - The construction of the Xiaoyangshan North Operation Area is underway, which will add 6,100 meters of new coastline to Shanghai Port, including 5,500 meters of container terminal coastline and a designed annual throughput capacity of 11.6 million TEUs [7]