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]

作者丨郑玮 编辑丨周上祺 年关将至，全国多地港口已进入季末冲刺期。 12月10日，上港集团宣布今年前11个月上海港集装箱吞吐量达5056万标准箱，同比上升6.7%，较去年提前1个月突破5000万标准 箱，刷新历史记录。12月8日，青岛港全年货物吞吐量累计突破7亿吨，较2024年提前15天。12月1日，宁波舟山港年集装箱吞吐 量也首次突破4000万标准箱，成为全球第三个加入"4000万"行列的港口。 沿海港口吞吐量继续领跑 迈入2025年第四季度，全国港口正奋力冲刺全年"成绩单"。 从交通运输部公布的全国主要港口1—10月吞吐量数据看，今年上海港集装箱吞吐量仍然大幅领跑，领先位居第二的宁波舟山港 约千万标箱规模，紧随其后的深圳港、青岛港、广州港、天津港4座港口集装箱吞吐量相对接近，位列第三梯队。同期，全国集 装箱吞吐量前十港口中，宁波舟山港、广西北部湾港和日照港3座港口吞吐量实现双位数正增长，增速亮眼。 值得注意的是，除上述沿海港口外，今年多个内河港口也交出了亮眼成绩。2025年1—10月，苏州港货物吞吐量达到50893万 吨、集装箱吞吐量达到846万标箱，双双跻身全国前十。同期，芜湖港、重庆港、湖州港等13个 ...

12月10日，上港集团宣布今年前11个月上海港集装箱吞吐量达5056万标准箱，同比上升6.7%，较去年提前1个月突破5000万标准 箱，刷新历史记录。12月8日，青岛港全年货物吞吐量累计突破7亿吨，较2024年提前15天。12月1日，宁波舟山港年集装箱吞吐 量也首次突破4000万标准箱，成为全球第三个加入"4000万"行列的港口。 从交通运输部公布的全国主要港口1-10月吞吐量数据看，今年上海港集装箱吞吐量仍然大幅领跑，领先位居第二的宁波舟山港 约千万标箱规模，紧随其后的深圳港、青岛港、广州港、天津港4座港口集装箱吞吐量相对接近，位列第三梯队。同期，全国集 装箱吞吐量前十港口中，宁波舟山港、广西北部湾港和日照港3座港口吞吐量实现双位数正增长，增速亮眼。 值得注意的是，除上述沿海港口外，今年多个内河港口也交出了亮眼成绩。2025年1-10月，苏州港货物吞吐量达到50893万吨、 集装箱吞吐量达到846万标箱，双双跻身全国前十。同期，芜湖港、重庆港、湖州港等13个内河港口集装箱吞吐量实现双位数以 上正增长，其中无锡港和云南港集装箱吞吐量同比增速均突破三位数，分别达到107.0%和223.6%。 随着内河航运发展重 ...

今年前11月，上海港完成集装箱吞吐量5056万标准箱，同比上升6.7%，全年集装箱吞吐量有望再创新高，连续16年蝉联全球第 一。这是上港集团今天最新公布的数据。 上海港较去年提前一个月突破5000万标箱，体现了中国经济的强大韧性与潜力，也体现了上海国际航运中心服务能级的持续提 升。 上海洋山深水港。 新纪录背后最大的功臣依然是上海洋山深水港。上港集团生产业务部副总经理周勇介绍，今年前11月，上海洋山深水港完成集 装箱吞吐量2625万标准箱，同比上升9.7%，增速高于全港平均水平，并且全年集装箱吞吐量有望突破2900万标箱，再度刷新纪 录。 在洋山三期码头，传统生产设备逐步完成电动化更新与改造，智能化系统也不断被开发和应用，这不仅提升了码头作业效率、 改善了人员工作环境，也让码头变得绿色。 "我们训练了AI大模型，启用智能配载，在计算集装箱如何装到船上更加合理时，算速达每小时11466自然箱，而传统人工的平 均算速约为每小时800自然箱。智能配载不仅速度提升13倍以上，而且装船翻箱率下降20.6%。"上海洋山三期营运操作部副经理 茅宇华说。 今年前11月，洋山三期码头完成吞吐量921.5万标箱，同比上升11.2 ...

2025年12月10日洋山港开港运营满20周年。开港20年来，港口堆场在扩建、码头岸线在变长、靠港船型在变大、装卸作业在变快、进出船量在变多。如今洋 山港累计建成深水岸线7950米，配置超大型智能桥吊104台，构建起涵盖105条国际航线的全球化航运网络，通达200余个国家和地区的重要港口节点，吸引 全球主流航运企业挂靠洋山港。 据上海边检数据显示，自洋山港开港运营以来洋山边检站累计查验国际航行船舶超16.8万艘次，查验人员超400万人次。2024年该站查验的进出港国际航行 船舶数量首次突破万艘次，创下新的历史纪录。大船量带来大货量。据上港集团数据显示，自开港以来，洋山港各码头累计装卸集装箱3.3亿标准箱。2024 年，洋山港集装箱吞吐量首次突破2600万标准箱。 新京报贝壳财经讯（记者俞金旻）12月10日，上港集团宣布今年前11个月，上海港集装箱吞吐量已超5050万标准箱，全年有望突破5500万标准箱，其中洋山 深水港全年集装箱吞吐量预计突破2900万标准箱，均刷新历史最高。 上海洋山港。上海边检洋山边检站供图 如今的洋山港凭其体量和规模，渐成反映我国国际贸易形势的风向标。外贸数据显示，今年前11个月，中国对 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights that the throughput of crude oil and dry bulk cargo is under pressure, while container throughput is experiencing significant growth [2][8] - From January to October 2025, the total import and export value reached 37.31 trillion yuan, a year-on-year increase of 3.6%, with exports growing by 6.2% [17] - Coastal major ports achieved a cargo throughput of 96.44 billion tons, up 3.5% year-on-year, with foreign trade cargo throughput at 41.91 billion tons, increasing by 3.6% [3][34] Summary by Sections 1. Overview: National Import and Export Total and Cargo Throughput - The total import and export value from January to October 2025 was 37.31 trillion yuan, with imports at 15.19 trillion yuan (flat year-on-year) and exports at 22.11 trillion yuan (up 6.2%) [17] - Coastal major ports' cargo throughput reached 96.44 billion tons, a 3.5% increase year-on-year, while foreign trade cargo throughput was 41.91 billion tons, up 3.6% [3][34] 2. Container: Container Shipping Rates and Throughput - As of November 28, 2025, the China Container Freight Index (CCFI) was at 1121.8 points, down 23.58% year-on-year, while the Shanghai Container Freight Index (SCFI) was at 1403.13 points, down 35.04% year-on-year [4][37] - From January to October 2025, container throughput at coastal major ports reached 25.908 million TEUs, a year-on-year increase of 6.6% [4][43] 3. Liquid Bulk: Oil Shipping Rates and Crude Oil Throughput - The Baltic Dirty Tanker Index (BDTI) was at 1452 points on November 28, 2025, reflecting a year-on-year increase of 62.78% [5][45] - Crude oil imports from January to October 2025 totaled 471 million tons, a 3.1% increase year-on-year, while the throughput at major crude oil receiving ports was 329 million tons, down 3.25% year-on-year [6][53] 4. Dry Bulk: Bulk Shipping Rates and Iron Ore, Coal Throughput - The Baltic Dry Index (BDI) was at 2560 points on November 28, 2025, up 89.07% year-on-year [7][55] - From January to October 2025, iron ore throughput at major ports reached 1.164 billion tons, a year-on-year increase of 3.45%, while coal throughput was 571 million tons, down 0.28% year-on-year [61][70] 5. Key Port Listed Companies Monthly Throughput - In October 2025, major port companies reported various throughput figures, with Shanghai Port Group achieving a cargo throughput of 0.49 billion tons and container throughput of 453.5 million TEUs [73]

交通运输部日前发布的数据显示，今年1至10月，中国港口货物、集装箱吞吐量同比分别增长4.3%、 6.4%，显示中国港口的强大活力。 在东部沿海地区，上海作为重要的国际航运中心，汇集了众多船厂、船东与相关金融机构，港口经济和 航运产业发展水平不断迈向新高。 不久前，中国船级社宣布将国际船舶检验、技术标准创新与国际交流合作等3大国际功能落户上海市虹 口区，进一步增强上海在全球航运体系中的核心作用。作为上海国际航运中心的重要功能承载区，虹口 港口吞吐量迅速增长 12月2日，宁波舟山港年集装箱吞吐量首次突破4000万标准箱，成功实现第4个"千万箱级"跨越。此前， 宁波舟山港年集装箱吞吐量已跨越3个"千万箱级"：从1000万标箱到2000万标箱，耗时7年；从2000万标 箱到3000万标箱，耗时6年。此次从3000万标箱迈过4000万标箱，仅耗时4年。 "港口的核心竞争力不仅在于规模，更在于其应对不确定性的能力。"上海国际航运研究中心学术委员会 主任真虹对本报记者表示，在当前全球供应链重构的背景下，宁波舟山港的稳定运营已成为保障国际贸 易畅通的重要支撑。 作为全球货物吞吐量第一大港，宁波舟山港集装箱吞吐量站上新台阶，是 ...

Core Viewpoint - As of November 28, a total of 162 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Aucma, which has seen net buying for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include Sourcefly Pet, Hangxiao Steel Structure, Yongxing Special Materials, JinkoSolar, Guangzhou Port, Shanghai Port Group, Modern Investment, and Linyang Energy [1]

Group 1 - The board of directors of Shanghai International Port Group convened its 62nd meeting and unanimously approved the proposal to nominate Yu Fulin as a candidate for the board of directors [1][3] - The term for the newly nominated director will commence upon approval by the shareholders' meeting and will last until the current board's term ends [1] - The board also approved the performance assessment payout for the company's executives for the year 2024, totaling RMB 24.15825 million, with RMB 20.309537 million to be distributed in 2025 and RMB 3.848713 million in 2026 [5][6] Group 2 - The company announced the date for the first extraordinary shareholders' meeting of 2025, which will be held on December 16, 2025 [8][9] - The meeting will utilize a combination of on-site and online voting methods, with specific time slots designated for each [9][10] - Shareholders must register for the meeting between 12:30 and 14:00 on the day of the meeting, and various methods for registration are provided [17][18]