吞吐量增速放缓，基建与内需托底行业基本面——港口行业 2026 年度信用风险 展望（2026 年 2 月） 公用评级四部 丨 李坤 中国港口货物吞吐量及增速情况 0.00 5.00 10.00 15.00 20.00 25.00 30.00 0.00 200,000.00 400,000.00 600,000.00 800,000.00 1,000,000.00 1,200,000.00 1,400,000.00 1,600,000.00 1,800,000.00 2,000,000.00 2001 年 2002 年 2003 年 2004 年 2005 年 2006 年 2007 年 2008 年 2009 年 2010 年 2011 年 2012 年 2013 年 2014 年 2015 年 2016 年 2017 年 2018 年 2019 年 2020 年 2021 年 2022 年 2023 年 2024 年 货物吞吐量:累计值（万吨） 货物吞吐量:累计同比（%） 中国港口集装箱吞吐量及增速情况 -10.00 -5.00 0.00 5.00 10.00 15.00 20.00 25.00 30.00 ...

天津，这座以开放为帆、文化为桨的百年商埠，正以创新为笔，绘就"十五五"的新画卷。2026年2月3日至4日，来 自希腊、蒙古国、土耳其、荷兰、哥伦比亚、阿根廷、克罗地亚、韩国、新加坡的15位驻华使节及嘉宾，踏上了 这片充满活力的土地，开启了一场"津门新春之旅"。 他们穿梭于传统与现代之间，触摸津派文化的艺术风骨，见证中国与世界的同频共振。 韩国驻华使馆新闻官："天津，是我的'第二故乡'！" 当驻华使节们抵达天津港"智慧零碳"码头时，一艘来自韩国的20万吨级货轮正靠岸装卸。韩国驻华使馆新闻官郑 永均激动地说："这艘船就像中韩友谊的'使者'，每次看到它，我都觉得特别亲切！" 近年来，天津港的韩国货运量持续增长，中韩快船航线高效运作，运输速度提升了一倍。2026年，韩国仍是天津 最重要的贸易伙伴和外资来源地之一。天津，正悄然成为中韩两国不可或缺的"纽带"。 时代潮涌，津韵流芳。 在天津，依托天津自贸区、天津港和跨境电商综合试验区，双方在数字贸易、冷链物流等领域的合作也不断深 化。 "效率的提升，拉近的不只是经贸往来，还有心的距离。"郑永均笑着说，"我对天津的感受，就像对故乡一 样。"他的家乡在仁川，与天津同为港口城市 ...

□ 为保障"水果快线"便捷高效，天津港集团围绕市场商务、货物订舱、码头装卸、物流配送等方面周密 规划，构建完善的组织保障机制，延伸服务链。 天津海关开通新鲜水果通关"绿色通道"，创新推出"人等箱"监管模式。"提前申报""两段准入"等措施为 便捷通关赋能。天津海事局实施"精细化船舶动态时刻表"，综合研判气象预警、交通状态、港口作业进 度等动态因素，最大限度压缩船舶等待时间。 □ 通过采取"五保五即"措施和"一船一策"定制化方案，天津港单箱车厘子的码头作业时间缩短至20分钟 内，5小时内即可送达京津冀主要市场，30小时覆盖华东、华南、西北、东北等地区。 离开港口，新鲜的车厘子如何到达消费者手中？天津东疆保税港区国际贸易服务有限公司副总经理井庆 琳介绍，该公司对车厘子销售流程进行了优化，通过船舶跟踪、工作会部署引航、调度及车队匹配等举 措，使货物能在12小时内从靠港船舶到消费者手中。同时，销售渠道也从传统档口拓展至电商平台，新 增了海南、东北等地的电商公司为合作伙伴。 在中国和智利携手共建"一带一路"的大背景下，天津港作为中智经贸往来的核心枢纽港之一，向外界展 示出全面保障中智商品供应链畅通、促进两国经贸繁荣的可靠 ...

下一步，天津港集团将持续深化推进交通运输与能源融合发展，聚焦绿电供给优化与应用场景拓展，探 索储能系统与风光电站、充电网络协同控制路径，进一步提升新能源消纳能力。 记者从天津港（600717）集团获悉，该集团绿色港口建设取得突破，生产用电场景实现绿电使用全覆 盖。 据介绍，天津港集团通过"自主发电强内生、外部引入补增量、网络拓展通全域"协同发力，构建起全方 位绿电供给格局。同时，集团以综合性"零碳港区"建设方案为引领，大力推进内部新能源发电设施布 局，让清洁电力就地产出、就地消纳。 ...

资料显示，天津港股份有限公司位于天津市滨海新区津港路99号，成立日期1982年9月29日，上市日期 1996年6月14日，公司主营业务涉及商品储存;中转联运、汽车运输;装卸搬运;集装箱搬运、拆装箱及相 关业务;货运代理;劳务服务;商业及各类物资的批发、零售;经济信息咨询服务等。主营业务收入构成 为：装卸业务59.05%，销售业务21.59%，港口物流业务19.66%，港口服务及其他业务4.48%。 天津港所属申万行业为：交通运输-航运港口-港口。所属概念板块包括：天津自贸区、自由贸易港、 RCEP概念、低价、天津国资等。 截至10月31日，天津港股东户数7.80万，较上期减少1.26%；人均流通股37102股，较上期增加1.28%。 2025年1月-9月，天津港实现营业收入93.72亿元，同比增长4.34%；归母净利润7.80亿元，同比减少 12.65%。 2月2日，天津港盘中下跌2.07%，截至13:35，报4.73元/股，成交6039.93万元，换手率0.44%，总市值 136.89亿元。 资金流向方面，主力资金净流出346.89万元，特大单买入0.00元，占比0.00%，卖出110.25万元，占比 1. ...

证券之星消息，1月28日航运港口板块较上一交易日上涨0.59%，海通发展领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流出4.76亿元，游资资金净流入3.87亿元，散户资金净 流入8898.58万元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603565 中谷物流 | | - 4161.64万 | 17.43% | -3053.85万 | -12.79% | -1107.79万 | -4.64% | | 000905 厦门港务 | | 3593.64万 | 8.94% | -1337.92万 | -3.33% | -2255.73万 | -5.61% | | 601880 辽港股份 | | 3400.67万 | 10.44% | -1925.00 ...

Group 1 - The core viewpoint of the article is that Tianjin Port is primarily engaged in the operation of port terminals, focusing on the loading and unloading of containers and bulk cargo [2] Group 2 - Tianjin Port responded to investor inquiries on an interactive platform, confirming its role as a port terminal operator [2] - The company specializes in handling various types of cargo, including containers and bulk goods [2]

Group 1 - The establishment of Tianjin Port Free Trade Zone Dian Shan Xiu New Energy Technology Co., Ltd. has been registered with a capital of 5 million RMB, fully owned by Xiangyongche (Dalian) New Energy Technology Co., Ltd. [1] - The company is involved in various sectors including emerging energy technology research and development, sales of electric vehicle accessories, and recycling technology research and development [1] - The registered address of the company is located in the Tianjin Free Trade Zone (Airport Economic Zone), indicating a strategic position for business operations [1] Group 2 - The company operates under the legal framework of a limited liability company (sole proprietorship) with a business duration until January 15, 2026, with no fixed term thereafter [1] - The business scope includes a wide range of services such as technical services, energy recovery system research, battery sales, and electric vehicle charging facilities sales [1] - The company is registered with the Tianjin Free Trade Zone Market Supervision Administration, which may provide regulatory advantages for its operations [1]

Core Viewpoint - Tianjin Port is recognized as a world-class artificial deep-water port and serves as a crucial international hub for the Beijing-Tianjin-Hebei region and the "Three Norths" area, facilitating comprehensive external openness [1] Group 1: Port Capabilities - Tianjin Port has advanced storage and loading capabilities for oversized cargo, meeting the operational needs of aerospace equipment [1] - The port features large berths and dedicated transport channels and storage areas, accommodating various specifications of oversized equipment for entry and storage [1] Group 2: Quality Management - A strict cargo quality management system is in place, implementing targeted protective processes for precision equipment to ensure safe and stable operations for aerospace equipment [1] - The port has successfully completed national-level aerospace equipment loading and unloading operations multiple times with "zero errors" [1] Group 3: Industry Focus - Currently, no commercial aerospace companies have partnered with Tianjin Port, but the port places high importance on the development of the national commercial aerospace industry [1] - Tianjin Port will continue to monitor the logistics needs associated with the commercial aerospace sector [1]

Core Viewpoint - Tianjin Port is recognized as the highest-grade artificial deep-water port in the world, serving as a maritime gateway for the Beijing-Tianjin-Hebei region and the "Three Norths" area, and functioning as an international hub for comprehensive openness [1] Group 1: Port Capabilities - The port has complete storage and loading capabilities for large cargo, meeting the operational needs of aerospace equipment [1] - The terminal companies within the port possess large berths and have established dedicated transport channels and storage areas to accommodate various specifications of large equipment [1] - A strict cargo quality management system is in place, implementing targeted protection processes for precision equipment to ensure safe and stable operations for aerospace equipment [1] Group 2: Operational Achievements - Tianjin Port has successfully completed national-level aerospace equipment loading and unloading operations multiple times with "zero errors" [1] Group 3: Future Focus - The port has not yet established cooperation with enterprises in the commercial aerospace sector but places high importance on the development of the national commercial aerospace industry and will continue to monitor related logistics demands [1]