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]

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]

Group 1 - The company, Tianjin Port, disclosed that as of the latest reporting period ending September 30, 2025, the total number of shareholders is 78,997 [2] - The total number of shareholders as of December 31, 2025, will be disclosed in the company's annual report for 2025 [2]

Group 1 - The core viewpoint highlights Tianjin's development as a key northern international shipping hub, emphasizing its commitment to innovation and ecological sustainability [1] - By the end of 2024, Tianjin Port's container throughput is expected to exceed 23.28 million standard containers, with an automation rate of over 88% for large container handling equipment and a 15% increase in average operational efficiency [1] - The port has achieved 100% clean transportation for container and coke internal handling, with all shore power at the operational terminals sourced from wind and solar green energy [1] Group 2 - Tianjin has intensified efforts in wetland ecological restoration, particularly in the Qilihai Wetland Nature Reserve, leading to improved ecological conditions and a steady increase in biodiversity, making it a breeding ground for many rare waterbirds [1] - The narrative of Tianjin reflects an open and inclusive story along the Bohai Bay, showcasing a blend of rich history and a forward-looking future [1]

Core Insights - The first shipment of Chilean cherries for the 2025-2026 season has arrived at Tianjin Port, marking the beginning of the import season for northern China [1] - The shipment includes approximately 6,600 tons of cherries in 314 containers, along with other South American products such as avocados, coffee, blueberries, bananas, and king crabs [1] - Tianjin Port is expected to receive a total of four shipments of cherries during this season, indicating a growing trend in the import of Chilean cherries to China [1] Logistics and Operations - Tianjin Port Group has implemented a customized "one ship, one policy" approach to streamline operations, reducing the handling time for each container of cherries to under 20 minutes [1] - The logistics system is designed to flexibly match over ten different delivery modes, allowing for delivery to major markets in the Beijing-Tianjin-Hebei region within 5 hours and to East, South, Northwest, and Northeast China within 30 hours [1]

Core Viewpoint - The arrival of the "Iberia Star" vessel at Tianjin Port marks the beginning of the 2025-2026 season for Chilean cherries in northern China, bringing fresh produce to consumers in the Beijing-Tianjin-Hebei region [1][3]. Group 1: Import Details - The "Iberia Star" vessel carried 314 containers weighing approximately 6,600 tons of Chilean cherries [1]. - This season marks the third year of Chilean cherries entering China through Tianjin Port, with an expectation of four vessels arriving [3]. Group 2: Additional Products - Alongside cherries, the shipment included other South American products such as Chilean avocados, Colombian coffee, Peruvian blueberries, Ecuadorian bananas, and Chilean king crabs [3]. Group 3: Logistics and Operations - Tianjin Port Group has implemented a customized "one ship, one policy" approach, reducing the operational time for a single container of cherries to under 20 minutes [5]. - The logistics system is designed to flexibly match over ten different delivery modes, allowing for delivery to major markets in the Beijing-Tianjin-Hebei area within 5 hours and coverage to East China, South China, Northwest, and Northeast regions within 30 hours [5].