Core Insights - Tianjin Port (600717) has established a new subsidiary, Tianjin Port Yuansheng Warehousing Co., Ltd., with a registered capital of 320 million yuan [1] Company Summary - The legal representative of the new company is Li Hanyong [1] - The business scope includes bonded warehouse operations, customs supervision of goods storage services, road freight transportation, loading and unloading services, general cargo storage services, packaging services, coal washing and selection, container maintenance, and container leasing services [1] - Tianjin Port (600717) holds 100% ownership of the newly established company [1]

Core Insights - Tianjin Port Yuansheng Warehousing Co., Ltd. has been established with a registered capital of 320 million RMB, focusing on various logistics and warehousing services [1][2] Company Information - The legal representative of the company is Li Hanyong [1][2] - The company is wholly owned by Tianjin Port (600717) [1] - The business scope includes bonded warehouse operations, customs-regulated goods storage, road freight transportation, loading and unloading services, general goods storage, packaging services, coal washing, container maintenance, and container leasing services [1][2] Registration Details - The company was registered on September 16, 2025, and its business license is valid until September 15, 2055 [2] - The company is classified as a limited liability company (wholly foreign-owned enterprise) in the handling and storage industry [2] - The registration authority is the Market Supervision Administration of the China (Tianjin) Pilot Free Trade Zone [2]

Group 1 - The 7th Tianjin International Helicopter Expo will be held from October 16 to 19, 2025, in Tianjin Binhai New Area, featuring a four-day schedule with two professional days followed by two public days [1][3] - The theme of the expo is "Open Innovation, Integrated Development, Cultivating New Quality Productivity," emphasizing internationalization, professionalism, market orientation, and socialization [1] - The expo will showcase an increased scale and variety of exhibits, inviting six major global helicopter manufacturers and suppliers, with a special area dedicated to low-altitude economy [1] Group 2 - Since its inception in 2011, the Tianjin Helicopter Expo has become the second-largest helicopter exhibition globally, supported by the Tianjin Municipal Government, China Aviation Industry Corporation, and the People's Liberation Army [3] - The Tianjin Binhai New Area is recognized as a key growth area under the Beijing-Tianjin-Hebei coordinated development strategy, enhancing the aerospace industry cluster effect, which supports the expo's upgrade and development [3]

Core Viewpoint - Tianjin Port Yuansheng Warehousing Co., Ltd. has been established with a registered capital of 320 million RMB, indicating a strategic move in the logistics and warehousing sector by Tianjin Port [1] Company Summary - The legal representative of the newly established company is Li Hanyong [1] - The company is wholly owned by Tianjin Port (stock code: 600717) [1] - The business scope includes bonded warehouse operations, customs supervision of goods storage services, road cargo transportation, loading and unloading services, general cargo storage services, packaging services, coal washing and selection, container maintenance, and container leasing services [1]

Core Insights - The event "Tianjin Port-Industry-City Integration Development Service Matching Conference" was held during the 2025 China International Service Trade Fair, emphasizing the importance of Tianjin Port as a key player in the Belt and Road Initiative and its role in high-quality development [1][4] Group 1: Port and Trade Development - Tianjin Port is a modern comprehensive port with a deep-water harbor, featuring over 220 berths and maintaining trade relations with more than 500 ports in over 180 countries [1][2] - The port's container throughput is projected to grow at an average annual rate of 6.1%, reaching 23.29 million TEUs by 2024, ranking it 8th globally [2] - Total cargo throughput is expected to grow at an average annual rate of 3.7%, reaching 579 million tons by 2024, placing it 9th in the world [2] Group 2: Economic Impact and Services - In the first half of 2025, Tianjin Port achieved a container throughput of 12.248 million TEUs and a cargo throughput of 29.6 million tons, indicating strong growth [2] - The port offers a wide range of services, including logistics, warehousing, cold chain logistics, and various transportation modes, supporting a comprehensive logistics ecosystem [2] - The integration of port, industry, and city is aimed at transforming hard advantages into high-quality development, making Tianjin a strategic hub for domestic and international dual circulation [3] Group 3: Future Development and Urban Planning - The Tianjin government aims to leverage its port and trade resources to foster collaboration and development among enterprises, enhancing the city's attractiveness for investors [4] - Urban renewal initiatives are being implemented to improve living standards and governance, positioning Tianjin as a model for sustainable and innovative urban development [4]

Core Viewpoint - The Tianjin Port is positioned as a crucial hub for international trade and regional development, leveraging its strategic location and infrastructure to enhance its role in the Belt and Road Initiative and the integration of port, industry, and city development [5][6][7]. Group 1: Port Development and Statistics - Tianjin Port is a modern comprehensive port with a deep-water harbor, featuring a dock capacity of 300,000 tons and a waterway depth of -22 meters, maintaining trade relations with over 500 ports in more than 180 countries [5][6]. - During the 14th Five-Year Plan period, the container throughput is expected to grow at an average rate of 6.1% annually, reaching 23.29 million TEUs by 2024, ranking 8th globally; total cargo throughput is projected to grow at 3.7% annually, reaching 579 million tons by 2024, ranking 9th globally [6]. - In the first half of 2025, Tianjin Port achieved a container throughput of 12.248 million TEUs and a cargo throughput of 29.6 million tons, indicating a sustained growth trend [6]. Group 2: Strategic Initiatives and Economic Impact - The integration of port, industry, and city development is a key strategy for Tianjin, transforming its logistical advantages into high-quality development benefits, thereby becoming a strategic pivot for domestic and international dual circulation [7][8]. - By 2024, Tianjin Port had opened 147 container shipping routes, connecting to over 500 ports globally and establishing more than 100 marketing outlets in inland areas, enhancing its service coverage [7]. - The port's development has attracted numerous leading enterprises and multinational companies, with five key industries (green petrochemicals, marine engineering, aerospace, grain and oil processing, and new energy) projected to generate nearly 600 billion yuan in output value by 2024 [7]. Group 3: Future Outlook and Urban Development - The Tianjin government aims to leverage the resources and advantages of the port, shipping, industry, and trade sectors to foster collaboration and development opportunities [8]. - Urban renewal initiatives are being implemented to enhance the quality of life and governance in Tianjin, positioning the city as a model for livability, resilience, innovation, and sustainability [8].

Core Viewpoint - The management of Tianjin Port emphasizes its commitment to investor relations and high-quality development, addressing concerns about stock price performance, industry competition, green smart port construction, and dividend policies during the investor reception event on September 11 [1][2]. Group 1: Stock Price Management - The company has developed a "Market Value Management System" and a three-year valuation enhancement plan to stabilize market confidence, alongside measures such as share buybacks by controlling shareholders and operational optimization [1]. - In the first half of 2025, the company achieved a cargo throughput of 229 million tons, with a year-on-year increase of 1.58% in container throughput and a net profit attributable to shareholders of 503 million yuan, indicating a solid operational foundation [1]. Group 2: Industry Competition - The company has integrated four subsidiaries, including the second container company and Huisheng Terminal, into the listed entity to enhance resource integration and collaborative operations, with plans to assess the feasibility of asset injections to protect minority shareholders' rights [1]. Group 3: Green Smart Port Construction - Green smart port construction is a key strategy for enhancing the company's core competitiveness, with initiatives such as full coverage of clean energy vehicles, application of new energy machinery, and upgrades to smart systems, leading to improved operational efficiency and environmental management [1]. Group 4: Shareholder Returns - Since its listing, the company has distributed a total of 5.142 billion yuan in cash dividends, with a planned dividend of 301 million yuan for 2024, aiming to balance sustainable development with investor returns and enhance long-term investment value [2]. - The recent communication event has strengthened market understanding and trust in Tianjin Port, with the company committed to solidifying its core business and accelerating innovation to deliver better performance for investors [2].

Core Insights - The world's first "smart zero-carbon" terminal efficiently completed the loading and unloading operations of the large container ship "Mediterranean Alina," setting a new historical record for Tianjin Port in terms of single voyage container handling volume [2] - The "Mediterranean Alina" carried various goods from enterprises in the hinterland of Tianjin Port, including automobiles, tomato sauce, rolled steel, bicycles, and chemicals, and is set to sail along the Mediterranean West Africa route to countries involved in the Belt and Road Initiative [2] Industry Overview - The Tianjin Port Mediterranean West Africa route has been in operation for 10 years, with the ship type upgraded to 24,000 standard containers [3] - The average container handling volume per single voyage at the port exceeds 12,000 standard containers, indicating significant operational efficiency [3]

Core Viewpoint - Tianjin Port has set a new record for container handling efficiency with the "Mediterranean Alina" vessel, marking a significant achievement for China's automated container terminals [1][3]. Group 1: Operational Achievements - The "Mediterranean Alina" vessel successfully completed the loading and unloading of 23,534 standard containers, establishing a new single-voyage operational record for Tianjin Port [1][3]. - The terminal utilized a "loading and unloading simultaneously" process along with a "ship-side direct lifting" operation mode to enhance efficiency and manage peak loading pressures [3]. Group 2: Strategic Developments - Tianjin Port has been expanding its international shipping network, with new routes launched this year including Mediterranean shipping to Europe and Maersk's Southeast Asia line [3]. - Future plans for Tianjin Port include the development of a "smart green hub port" upgrade, aimed at expanding the shipping network and optimizing multimodal transport systems to better integrate regional supply chains into the global market [3].

Group 1 - The company will hold an online investor meeting to discuss its performance and financial status for the first half of 2025 [2][5] - The meeting is scheduled for September 11, 2025, from 15:00 to 17:00 [3][4] - Investors can participate via the "Panorama Roadshow" website, WeChat, or the Panorama Roadshow app [3][4] Group 2 - The meeting will feature interactions with key personnel, including the financial officer and independent directors [3][4] - After the meeting, investors can access the meeting details and main content through the Panorama website [5]